Gerber Kawasaki Wealth & Investment Management Portfolio Holdings

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025

Gerber Kawasaki Wealth & Investment Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.21 Billion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $162M, Spdr Portfolio with a value of $115M, Nvidia Corp with a value of $106M, Spdr Portfolio S&P 500 Value E with a value of $103M, and Ishares Core U.S. Aggregate Bo with a value of $83.8M.

Examining the 13F form we can see an decrease of $79.3M in the current position value, from $2.28B to 2.21B.

Below you can find more details about Gerber Kawasaki Wealth & Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $2.21 Billion
ETFs: $1.56 Billion
Technology: $295 Million
Consumer Cyclical: $130 Million
Communication Services: $107 Million
Financial Services: $38.7 Million
Healthcare: $22.3 Million
Real Estate: $18.6 Million
Industrials: $17.8 Million
Other: $15.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$433B
$106 Million 4.79% of portfolio
975,394
Q1 2025 Added 0.1%
$3.44T
$83.7 Million 3.79% of portfolio
376,678
Q1 2025 Added 3.12%
$964B
$61.1 Million 2.77% of portfolio
235,919
Q1 2025 Reduced 10.08%
$3.81T
$51.3 Million 2.33% of portfolio
136,773
Q1 2025 Added 0.07%
$1.18T
$41.5 Million 1.88% of portfolio
265,678
Q1 2025 Added 4.79%
$2.32T
$34.7 Million 1.58% of portfolio
182,610
Q1 2025 Added 2.91%
$525B
$33.4 Million 1.51% of portfolio
35,785
Q1 2025 Reduced 2.72%
$382B
$14 Million 0.63% of portfolio
38,091
Q1 2025 Added 0.86%
$32.2B
$13.1 Million 0.59% of portfolio
401,011
Q1 2025 Reduced 3.92%
$222B
$12.1 Million 0.55% of portfolio
122,786
Q1 2025 Reduced 0.59%
$126B
$10.4 Million 0.47% of portfolio
74,137
Q1 2025 Reduced 0.37%
$1.58T
$10.1 Million 0.46% of portfolio
17,592
Q1 2025 Added 52.79%
$15B
$10.1 Million 0.46% of portfolio
339,322
Q1 2025 Reduced 24.5%
$622B
$9.85 Million 0.45% of portfolio
18,499
Q1 2025 Added 12.37%
$655B
$8.97 Million 0.41% of portfolio
64,136
Q1 2025 Added 15.09%
$1.14T
$7.34 Million 0.33% of portfolio
47,450
Q1 2025 Added 5.84%
$117B
$6.8 Million 0.31% of portfolio
40,612
Q1 2025 Added 24.12%
$765B
$6.4 Million 0.29% of portfolio
7,745
Q1 2025 Added 18.75%
$0
$5.42 Million 0.25% of portfolio
258,914
Q1 2025 Added 17.25%
$160B
$4.52 Million 0.2% of portfolio
65,093
Q1 2025 Reduced 21.87%
$182B
$4.33 Million 0.2% of portfolio
59,402
Q1 2025 Reduced 3.83%
$870B
$4 Million 0.18% of portfolio
16,319
Q1 2025 Added 23.56%
$104B
$3.72 Million 0.17% of portfolio
11,045
Q1 2025 Added 1.96%
$413B
$3.85 Million 0.17% of portfolio
4,071
Q1 2025 Reduced 1.4%
$178B
$3.27 Million 0.15% of portfolio
21,271
Q1 2025 Added 2.57%
$262B
$3.35 Million 0.15% of portfolio
38,213
Q1 2025 Added 34.64%
$30.2B
$2.97 Million 0.13% of portfolio
25,852
Q1 2025 Reduced 47.19%
$14.1B
$2.87 Million 0.13% of portfolio
65,310
Q1 2025 Added 4.86%
$51.2B
$2.88 Million 0.13% of portfolio
5,467
Q1 2025 Reduced 2.24%
$101B
$2.74 Million 0.12% of portfolio
24,536
Q1 2025 Reduced 3.25%
$87.5B
$2.63 Million 0.12% of portfolio
5,135
Q1 2025 Reduced 6.76%
$29.9B
$2.61 Million 0.12% of portfolio
7,988
Q1 2025 Added 16.04%
$58.9B
$2.67 Million 0.12% of portfolio
15,658
Q1 2025 Added 2.29%
$16.3B
$2.33 Million 0.11% of portfolio
28,563
Q1 2025 Reduced 25.84%
$141B
$2.38 Million 0.11% of portfolio
33,531
Q1 2025 Reduced 7.51%
$579B
$2.19 Million 0.1% of portfolio
6,262
Q1 2025 Added 3.25%
$32.2B
$1.99 Million 0.09% of portfolio
21,851
Q1 2025 Reduced 67.6%
$165B
$2.06 Million 0.09% of portfolio
6,606
Q1 2025 Reduced 0.57%
$4.18B
$2.07 Million 0.09% of portfolio
54,000
Q1 2025 Added 0.47%
$288B
$1.87 Million 0.08% of portfolio
2,826
Q1 2025 Added 9.53%
$150B
$1.81 Million 0.08% of portfolio
4,864
Q1 2025 Added 18.87%
$6.98B
$1.46 Million 0.07% of portfolio
49,157
Q1 2025 Added 183.93%
$51.6B
$1.62 Million 0.07% of portfolio
11,298
Q1 2025 Added 25.52%
$101B
$1.57 Million 0.07% of portfolio
4,449
Q1 2025 Added 18.36%
$173B
$1.27 Million 0.06% of portfolio
2,569
Q1 2025 Reduced 0.27%
$110B
$1.35 Million 0.06% of portfolio
3,015
Q1 2025 Reduced 13.98%
$147B
$1.36 Million 0.06% of portfolio
14,248
Q1 2025 Reduced 2.57%
$293B
$1.02 Million 0.05% of portfolio
12,093
Q1 2025 Added 0.02%
$173B
$1.07 Million 0.05% of portfolio
2,778
Q1 2025 Reduced 0.75%

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $2.21 Billion
  • Prior Value $2.28 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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