Gerber Kawasaki Wealth & Investment Management Portfolio Holdings

Gerber Kawasaki Wealth & Investment Management

  • $2.28 Billion
  • Q4 2024

Gerber Kawasaki Wealth & Investment Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.28 Billion distributed in 283 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 $171M, Nvidia Corp with a value of $131M, Spdr Portfolio with a value of $122M, Tesla, Inc. with a value of $106M, and Spdr Portfolio S&P 500 Value E with a value of $95.4M.

Examining the 13F form we can see an increase of $122M in the current position value, from $2.16B to 2.28B.

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

Portfolio value $2.28 Billion
ETFs: $1.53 Billion
Technology: $344 Million
Consumer Cyclical: $189 Million
Communication Services: $112 Million
Financial Services: $36.2 Million
Healthcare: $23.4 Million
Real Estate: $18 Million
Industrials: $17.7 Million
Other: $14 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$171 Million 7.47% of portfolio
810,658
Q4 2024 Added 4.82%
$0
$122 Million 5.32% of portfolio
1,383,781
Q4 2024 Added 4.89%
$0
$95.4 Million 4.17% of portfolio
1,865,202
Q4 2024 Added 5.54%
$0
$74.2 Million 3.25% of portfolio
765,921
Q4 2024 Added 5.54%
$0
$73.3 Million 3.21% of portfolio
315,401
Q4 2024 Added 2.31%
$0
$54.9 Million 2.4% of portfolio
244,535
Q4 2024 Added 2.55%
$0
$54.8 Million 2.4% of portfolio
828,411
Q4 2024 Added 7.57%
$0
$52.1 Million 2.28% of portfolio
1,908,587
Q4 2024 Added 201.93%
$0
$50.9 Million 2.23% of portfolio
1,052,922
Q4 2024 Added 4.88%
$0
$43.7 Million 1.91% of portfolio
317,567
Q4 2024 Added 0.93%
$0
$41.5 Million 1.81% of portfolio
250,944
Q4 2024 Added 5.11%
$0
$34.4 Million 1.5% of portfolio
1,200,094
Q4 2024 Added 7.31%
$0
$31.8 Million 1.39% of portfolio
328,653
Q4 2024 Added 3.99%
$0
$30.4 Million 1.33% of portfolio
1,230,304
Q4 2024 Added 5.51%
$0
$30.3 Million 1.33% of portfolio
674,962
Q4 2024 Added 6.09%
$0
$29.9 Million 1.31% of portfolio
803,563
Q4 2024 Added 3.31%
$0
$23.5 Million 1.03% of portfolio
39,928
Q4 2024 Added 7.58%
$0
$21.5 Million 0.94% of portfolio
282,487
Q4 2024 Added 6.95%
$0
$20.4 Million 0.89% of portfolio
373,892
Q4 2024 Added 6.39%
$0
$19.5 Million 0.85% of portfolio
80,355
Q4 2024 Added 8,759.43%
$0
$19.2 Million 0.84% of portfolio
882,506
Q4 2024 Added 7.49%
$0
$17.9 Million 0.78% of portfolio
107,753
Q4 2024 Added 6.21%
$0
$17.7 Million 0.77% of portfolio
184,998
Q4 2024 Added 5.91%
$0
$17 Million 0.74% of portfolio
585,416
Q4 2024 Added 2.88%
$0
$16.7 Million 0.73% of portfolio
351,713
Q4 2024 Added 8.57%
$0
$16.3 Million 0.71% of portfolio
123,664
Q4 2024 Added 4.79%
$0
$15.8 Million 0.69% of portfolio
387,972
Q4 2024 Added 5.51%
$0
$14.9 Million 0.65% of portfolio
223,568
Q4 2024 Added 3.01%
$0
$14.5 Million 0.64% of portfolio
28,409
Q4 2024 Added 9.01%
$0
$14.1 Million 0.62% of portfolio
143,401
Q4 2024 Added 37.57%
$0
$13.9 Million 0.61% of portfolio
23,728
Q4 2024 Reduced 0.04%
$0
$13.4 Million 0.59% of portfolio
266,807
Q4 2024 Added 9.36%
$0
$12.2 Million 0.53% of portfolio
78,136
Q4 2024 Added 1.04%
$0
$11.3 Million 0.49% of portfolio
193,499
Q4 2024 Reduced 1.58%
$0
$11 Million 0.48% of portfolio
124,079
Q4 2024 Reduced 1.62%
$0
$10.9 Million 0.48% of portfolio
436,953
Q4 2024 Added 4.71%
$0
$10.3 Million 0.45% of portfolio
253,856
Q4 2024 Added 1.71%
$0
$9.48 Million 0.41% of portfolio
43,990
Q4 2024 Reduced 66.27%
$0
$8.99 Million 0.39% of portfolio
380,748
Q4 2024 Reduced 0.08%
$0
$8.58 Million 0.38% of portfolio
272,917
Q4 2024 Added 8.47%
$0
$8.33 Million 0.36% of portfolio
177,479
Q4 2024 Reduced 0.16%
$0
$7.94 Million 0.35% of portfolio
284,102
Q4 2024 Reduced 4.88%
$0
$6.9 Million 0.3% of portfolio
64,732
Q4 2024 Reduced 0.06%
$0
$6.53 Million 0.29% of portfolio
63,162
Q4 2024 Reduced 2.81%
$0
$6.72 Million 0.29% of portfolio
230,012
Q4 2024 Added 5.85%
$0
$6.73 Million 0.29% of portfolio
23,208
Q4 2024 Added 1.41%
$0
$6.04 Million 0.26% of portfolio
87,578
Q4 2024 Added 15.83%
$0
$5.94 Million 0.26% of portfolio
169,862
Q4 2024 Added 1.86%
$0
$5.24 Million 0.23% of portfolio
169,806
Q4 2024 Added 7.55%

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $2.28 Billion
  • Prior Value $2.16 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email