Gerber Kawasaki Wealth & Investment Management Incresed Positions in Q1 2025

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
5.72K
+ 35.64%
$36.38 - $42.77 $208K - $244K
21.8K $791K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.17K
+ 30.58%
$128.74 - $138.67 $150K - $162K
4.98K $676K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.15K
+ 29.3%
$21.75 - $24.28 $199K - $222K
40.4K $891K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
+ 85.91%
$165.25 - $224.62 $214K - $290K
2.8K $464K
ABBV
Abb Vie Inc.

Healthcare
112
+ 2.71%
$169.2 - $216.66 $19K - $24.3K
4.24K $888K
XOM
Exxon Mobil Corp

Energy
699
+ 11.67%
$105.44 - $118.93 $73.7K - $83.1K
6.69K $795K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.06K
+ 27.6%
$105.1 - $109.61 $111K - $116K
4.9K $532K
MELI
Mercadolibre Inc

Consumer Cyclical
24
+ 8.16%
$1739.0 - $2260.0 $41.7K - $54.2K
318 $620K
ELV
Elevance Health, Inc.

Healthcare
182
+ 30.74%
$365.9 - $436.25 $66.6K - $79.4K
774 $336K
PEP
Pepsico Inc

Consumer Defensive
803
+ 27.02%
$142.64 - $156.42 $115K - $126K
3.78K $566K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
5.36K
+ 23.71%
$15.05 - $16.47 $80.7K - $88.3K
28K $447K
PLTR
Palantir Technologies Inc.

Technology
2
+ 0.02%
$64.98 - $124.62 $130 - $249
12.1K $1.02M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4.13K
+ 10.06%
$95.53 - $112.45 $394K - $464K
45.1K $4.37M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.22K
+ 1.66%
$27.64 - $28.58 $33.8K - $35K
75K $2.14M
DVY
Ishares Tr

ETFs
603
+ 32.4%
$128.58 - $138.1 $77.5K - $83.3K
2.46K $330K
ASML
Asml Holding Nv

Technology
246
+ 9.53%
$662.63 - $776.99 $163K - $191K
2.83K $1.87M
QCOM
Qualcomm Inc

Technology
532
+ 2.57%
$151.94 - $175.86 $80.8K - $93.6K
21.3K $3.27M
IDU
Ishares Tr U S Utils ETF

ETFs
459
+ 7.17%
$95.33 - $102.77 $43.8K - $47.2K
6.86K $696K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.98K
+ 5.93%
$19.04 - $20.15 $133K - $141K
125K $2.38M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.81K
+ 18.95%
$18.36 - $20.51 $51.5K - $57.6K
17.6K $348K
VTV
Vanguard Value ETF

ETFs
266
+ 3.3%
$167.73 - $179.21 $44.6K - $47.7K
8.32K $1.44M
SBUX
Starbucks Corp

Consumer Cyclical
228
+ 3.51%
$91.75 - $115.81 $20.9K - $26.4K
6.72K $658K
XLU
Utilities Sector Spdr

ETFs
302
+ 2.24%
$74.7 - $80.27 $22.6K - $24.2K
13.8K $1.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.15K
+ 23.38%
$24.91 - $29.02 $128K - $150K
27.2K $680K
CSCO
Cisco Systems, Inc.

Technology
917
+ 24.39%
$58.74 - $64.87 $53.9K - $59.5K
4.68K $288K
UNH
Unitedhealth Group Inc

Healthcare
82
+ 6.97%
$461.52 - $548.18 $37.8K - $45K
1.26K $658K
MA
Mastercard Inc

Financial Services
77
+ 8.06%
$504.67 - $576.31 $38.9K - $44.4K
1.03K $565K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.17K
+ 24.09%
$42.5 - $46.71 $49.6K - $54.6K
6.02K $272K
GE
General Electric CO

Industrials
61
+ 4.43%
$168.59 - $212.13 $10.3K - $12.9K
1.44K $288K
VIG
Vanguard Dividend Appreciation

ETFs
311
+ 3.01%
N/A
10.7K $1.94M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
36
+ 0.21%
$26.71 - $31.58 $962 - $1.14K
16.9K $513K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.23K
+ 5.17%
$551.42 - $612.93 $677K - $752K
25K $14M
WM
Waste Management Inc

Industrials
10
+ 0.67%
$200.54 - $233.78 $2.01K - $2.34K
1.5K $347K
IEFA
Ishares Tr

ETFs
361
+ 10.4%
$69.57 - $78.65 $25.1K - $28.4K
3.83K $289K
GS
Goldman Sachs Group Inc

Financial Services
109
+ 19.57%
$524.81 - $672.19 $57.2K - $73.3K
666 $363K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.01K
+ 9.93%
$40.24 - $40.65 $40.6K - $41K
11.2K $454K
MMM
3 M CO

Industrials
98
+ 5.88%
$129.7 - $155.12 $12.7K - $15.2K
1.76K $259K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 0.95%
$208.48 - $244.03 $2.5K - $2.93K
1.27K $310K
BSX
Boston Scientific Corp

Healthcare
130
+ 5.24%
$89.38 - $106.18 $11.6K - $13.8K
2.61K $263K
IYH
Ishares Tr

ETFs
515
+ 14.1%
$58.32 - $62.76 $30K - $32.3K
4.17K $253K
AMT
American Tower Corp

Real Estate
16
+ 1.46%
$173.46 - $217.6 $2.78K - $3.48K
1.11K $242K
SBAC
Sba Communications Corp

Real Estate
52
+ 2.89%
$192.76 - $224.91 $10K - $11.7K
1.85K $407K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
1.53K
+ 9.82%
$21.49 - $22.24 $32.8K - $34K
17.1K $378K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
936
+ 4.25%
$61.91 - $66.79 $57.9K - $62.5K
22.9K $1.43M
NEAR
Blackrock Short Maturity Bond

ETFs
718
+ 15.79%
$50.4 - $50.89 $36.2K - $36.5K
5.26K $267K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
980
+ 10.6%
$25.21 - $26.38 $24.7K - $25.9K
10.2K $269K
RSP
Invesco S&P 500 Equal Weight E

ETFs
332
+ 3.0%
$169.43 - $182.84 $56.3K - $60.7K
11.4K $1.97M
DFIV
Dimensional ETF Tr

ETFs
30
+ 0.36%
$35.33 - $40.77 $1.06K - $1.22K
8.39K $330K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
247
+ 11.71%
$126.11 - $135.06 $31.1K - $33.4K
2.36K $303K
Activity Summary
Buys All Purchases 198 New Holdings 26 Increased Positions 172 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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