Gerber Kawasaki Wealth & Investment Management Incresed Positions in Q2 2025

Gerber Kawasaki Wealth & Investment Management

  • $2.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.18K
+ 17.66%
$18.94 - $21.67 $98.1K - $112K
34.5K $730K
IVE
Ishares S&P 500 Value ETF

ETFs
461
+ 28.23%
$168.34 - $195.42 $77.6K - $90.1K
2.09K $409K
VB
Vanguard Small Cap ETF

ETFs
288
+ 18.19%
$193.73 - $237.37 $55.8K - $68.4K
1.87K $443K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
816
+ 19.3%
$60.34 - $74.89 $49.2K - $61.1K
5.05K $377K
MCD
Mcdonalds Corp

Consumer Cyclical
360
+ 41.43%
$285.55 - $321.23 $103K - $116K
1.23K $359K
V
Visa Inc.

Financial Services
161
+ 2.57%
$308.27 - $373.31 $49.6K - $60.1K
6.42K $2.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.02K
+ 17.02%
$39.89 - $49.46 $40.8K - $50.6K
7.04K $348K
DFIV
Dimensional ETF Tr

ETFs
698
+ 8.32%
$34.67 - $43.21 $24.2K - $30.2K
9.09K $389K
PM
Philip Morris International Inc.

Consumer Defensive
64
+ 3.66%
$149.23 - $184.95 $9.55K - $11.8K
1.81K $329K
SAP
Sap Se

Technology
61
+ 7.92%
$237.53 - $309.8 $14.5K - $18.9K
831 $252K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
245
+ 10.4%
$114.78 - $133.31 $28.1K - $32.7K
2.6K $346K
IEFA
Ishares Tr

ETFs
146
+ 3.81%
$67.83 - $84.09 $9.9K - $12.3K
3.98K $332K
MA
Mastercard Inc

Financial Services
47
+ 4.55%
$479.92 - $590.74 $22.6K - $27.8K
1.08K $606K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109
+ 1.6%
$32.66 - $40.75 $3.56K - $4.44K
6.94K $281K
ABT
Abbott Laboratories

Healthcare
179
+ 9.39%
$123.95 - $138.08 $22.2K - $24.7K
2.09K $283K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.3K
+ 12.69%
$25.57 - $26.34 $33.2K - $34.2K
11.5K $300K
RSG
Republic Services, Inc.

Industrials
102
+ 8.55%
$227.2 - $258.07 $23.2K - $26.3K
1.3K $319K
PEP
Pepsico Inc

Consumer Defensive
744
+ 19.71%
$128.02 - $151.37 $95.2K - $113K
4.52K $596K
BSX
Boston Scientific Corp

Healthcare
99
+ 3.79%
$89.7 - $107.41 $8.88K - $10.6K
2.71K $291K
IEMG
Ishares Inc

ETFs
510
+ 6.4%
N/A
8.48K $454K
SPGI
S&P Global Inc.

Financial Services
33
+ 6.59%
$438.31 - $527.29 $14.5K - $17.4K
534 $281K
XOM
Exxon Mobil Corp

Energy
917
+ 13.71%
$99.93 - $119.04 $91.6K - $109K
7.6K $819K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
350
+ 2.74%
$10.8 - $16.92 $3.78K - $5.92K
13.1K $180K
NUSC
Nuveen Esg Small Cap ETF

ETFs
104
+ 1.34%
$33.38 - $40.81 $3.47K - $4.24K
7.88K $320K
AMT
American Tower Corp

Real Estate
80
+ 7.19%
$203.96 - $228.19 $16.3K - $18.3K
1.19K $263K
WM
Waste Management Inc

Industrials
106
+ 7.05%
$216.47 - $242.1 $22.9K - $25.7K
1.61K $368K
SPIB
Spdr Portfolio Intermediate Te

ETFs
394
+ 1.9%
$32.62 - $33.58 $12.9K - $13.2K
21.1K $707K
T
At&T Inc.

Communication Services
285
+ 3.04%
$26.33 - $28.94 $7.5K - $8.25K
9.66K $279K
GPC
Genuine Parts CO

Consumer Cyclical
35
+ 0.84%
$105.54 - $129.09 $3.69K - $4.52K
4.19K $507K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
40
+ 0.46%
$36.25 - $42.28 $1.45K - $1.69K
8.67K $366K
MMM
3 M CO

Industrials
8
+ 0.45%
$126.09 - $154.15 $1.01K - $1.23K
1.77K $269K
VDC
Vanguard Consumer Staples ETF

ETFs
35
+ 0.55%
$204.89 - $224.73 $7.17K - $7.87K
6.43K $1.41M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
110
+ 0.84%
$7.05 - $8.02 $776 - $882
13.2K $105K
VGSH
Vanguard

ETFs
32
+ 0.87%
$58.32 - $58.95 $1.87K - $1.89K
3.7K $217K
VVR
Invesco Senior Income Trust

Financial Services
450
+ 3.12%
$3.31 - $3.8 $1.49K - $1.71K
14.9K $56K
Invesco Galaxy Bitcoin ETF
800
+ 15.38%
N/A
6K $0
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
12
+ 0.11%
$40.41 - $40.68 $485 - $488
11.2K $454K
Flutter Entmt PLC
427
+ 7.33%
N/A
6.25K $0
Global X Fds
20.1K
+ 70.86%
N/A
48.4K $0
Ishares Bitcoin Tr
1.85K
+ 3.35%
N/A
57K $0
Arista Networks Inc
2.88K
+ 39.94%
N/A
10.1K $0
AZN
Astrazeneca PLC

Healthcare
158
+ 5.24%
$64.87 - $75.0 $10.2K - $11.9K
3.17K $221K
Tko Group Holdings Inc
257
+ 8.7%
N/A
3.21K $0
Blackrock Inc
16
+ 5.1%
N/A
330 $0
Capital Group Core Balanced
17.1K
+ 23.1%
N/A
91.3K $0
CGMU
Capital Group Core Plus Income
45
+ 0.29%
N/A
15.4K $0
Ge Vernova Inc
2.44K
+ 20.45%
N/A
14.4K $0
DVY
Ishares Tr

ETFs
3
+ 0.12%
$118.37 - $134.86 $355 - $405
2.47K $327K
MSI
Motorola Solutions, Inc.

Technology
18
+ 2.13%
$394.72 - $440.39 $7.1K - $7.93K
865 $363K
Activity Summary
Buys All Purchases 198 New Holdings 36 Increased Positions 162 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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