Gerber Kawasaki Wealth & Investment Management Portfolio Holdings

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

Gerber Kawasaki Wealth & Investment Management has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.16 Billion distributed in 286 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 $155M, Nvidia Corp with a value of $121M, Spdr Portfolio with a value of $109M, Spdr Portfolio S&P 500 Value E with a value of $93.4M, and Apple Inc. with a value of $85.9M.

Examining the 13F form we can see an increase of $185M in the current position value, from $1.98B to 2.16B.

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

Portfolio value $2.16 Billion
ETFs: $1.47 Billion
Technology: $325 Million
Consumer Cyclical: $160 Million
Communication Services: $91.7 Million
Financial Services: $33.6 Million
Healthcare: $27.8 Million
Real Estate: $21.8 Million
Industrials: $16.5 Million
Other: $12.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$125B
$1.11 Million 0.05% of portfolio
2,648
Q3 2024 Reduced 39.79%
$77.3B
$924,000 0.04% of portfolio
3,296
Q3 2024 Reduced 75.91%
$246B
$810,000 0.04% of portfolio
10,041
Q3 2024 Added 22.18%
$78.2B
$817,000 0.04% of portfolio
1,740
Q3 2024 New
$317B
$797,000 0.04% of portfolio
4,038
Q3 2024 Reduced 11.93%
$617M
$767,000 0.04% of portfolio
80,828
Q3 2024 New
$226B
$771,000 0.04% of portfolio
2,845
Q3 2024 Added 36.71%
$382B
$943,000 0.04% of portfolio
5,449
Q3 2024 Reduced 2.17%
$293B
$677,000 0.03% of portfolio
4,602
Q3 2024 Reduced 10.95%
$256B
$705,000 0.03% of portfolio
6,214
Q3 2024 Reduced 3.16%
$89.2B
$598,000 0.03% of portfolio
292
Q3 2024 New
$481B
$672,000 0.03% of portfolio
1,150
Q3 2024 Reduced 8.22%
$152B
$596,000 0.03% of portfolio
20,606
Q3 2024 Reduced 7.95%
$16.5B
$577,000 0.03% of portfolio
4,133
Q3 2024 Reduced 1.67%
$453B
$681,000 0.03% of portfolio
5,811
Q3 2024 Added 2.98%
$71.3B
$618,000 0.03% of portfolio
2,048
Q3 2024 Added 48.73%
$40.2B
$596,000 0.03% of portfolio
4,161
Q3 2024 Reduced 4.06%
$188B
$634,000 0.03% of portfolio
1,291
Q2 2024 Reduced 4.44%
$53.9B
$610,000 0.03% of portfolio
5,571
Q3 2024 Reduced 0.54%
$134B
$571,000 0.03% of portfolio
1,581
Q3 2024 New
$17.2B
$601,000 0.03% of portfolio
6,133
Q3 2024 Reduced 37.91%
$35.4B
$683,000 0.03% of portfolio
1,782
Q3 2024 Added 1.71%
$107B
$559,000 0.03% of portfolio
5,737
Q3 2024 Reduced 20.49%
$213B
$620,000 0.03% of portfolio
694
Q3 2024 Added 71.78%
$29.3B
$732,000 0.03% of portfolio
6,166
Q3 2024 Reduced 3.57%
$177B
$609,000 0.03% of portfolio
3,131
Q3 2024 Reduced 1.54%
$192B
$521,000 0.02% of portfolio
1,333
Q3 2024 Added 0.98%
$169B
$485,000 0.02% of portfolio
4,005
Q3 2024 Reduced 2.7%
$19.3B
$386,000 0.02% of portfolio
7,700
Q2 2023 New
$174B
$366,000 0.02% of portfolio
1,317
Q3 2024 Added 0.84%
$21.1B
$429,000 0.02% of portfolio
1,786
Q2 2024 Added 0.06%
$370B
$540,000 0.02% of portfolio
13,620
Q3 2024 Reduced 29.06%
$263B
$449,000 0.02% of portfolio
6,250
Q3 2024 Added 0.95%
$163B
$330,000 0.02% of portfolio
7,354
Q3 2024 Reduced 6.29%
$382B
$481,000 0.02% of portfolio
2,972
Q3 2024 Added 6.94%
$488B
$425,000 0.02% of portfolio
862
Q3 2024 Reduced 0.23%
$47.5B
$526,000 0.02% of portfolio
650
Q3 2024 Added 0.15%
$3.54B
$330,000 0.02% of portfolio
1,960
Q3 2024 Added 900.0%
$200B
$448,000 0.02% of portfolio
2,639
Q3 2024 Added 6.37%
$137B
$416,000 0.02% of portfolio
11,189
Q3 2024 Reduced 3.41%
$0
$389,000 0.02% of portfolio
23,451
Q3 2024 Added 6.88%
$10.7B
$478,000 0.02% of portfolio
7,755
Q1 2024 Reduced 39.41%
$90.8B
$341,000 0.02% of portfolio
3,870
Q3 2024 Reduced 26.22%
$21.9B
$226,000 0.01% of portfolio
581
Q3 2024 Reduced 12.24%
$0
$120,000 0.01% of portfolio
10,122
Q3 2024 Reduced 16.49%
$1.1T
$256,000 0.01% of portfolio
1,478
Q3 2024 Reduced 18.12%
$83.5B
$299,000 0.01% of portfolio
1,445
Q3 2024 Added 2.56%
$64.1B
$261,000 0.01% of portfolio
1,677
Q3 2024 Reduced 9.6%
$52.4B
$227,000 0.01% of portfolio
1,795
Q3 2024 Reduced 8.84%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $2.16 Billion
  • Prior Value $1.98 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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