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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$424,000 0.02% of portfolio
8,032
Q3 2024 Reduced 8.04%
$0
$352,000 0.02% of portfolio
8,227
Q3 2024 Reduced 6.36%
$0
$327,000 0.02% of portfolio
773
Q3 2024 Added 11.38%
$0
$413,000 0.02% of portfolio
2,305
Q3 2024 Added 0.39%
$0
$539,000 0.02% of portfolio
3,796
Q3 2024 Added 0.56%
$0
$388,000 0.02% of portfolio
3,376
Q3 2024 Added 9.18%
$0
$423,000 0.02% of portfolio
7,892
Q3 2024 Reduced 5.63%
$0
$325,000 0.02% of portfolio
2,589
Q3 2024 Added 32.29%
$0
$413,000 0.02% of portfolio
10,146
Q3 2024 Added 0.14%
$0
$462,000 0.02% of portfolio
4,299
Q3 2024 Added 14.46%
$0
$506,000 0.02% of portfolio
17,145
Q3 2024 Added 13.94%
$0
$347,000 0.02% of portfolio
1,762
Q3 2024 Added 5.38%
$0
$427,000 0.02% of portfolio
1,140
Q3 2024 Reduced 1.21%
$0
$487,000 0.02% of portfolio
1,550
Q3 2024 Added 0.19%
$0
$488,000 0.02% of portfolio
33,235
Q3 2024 Reduced 17.58%
$0
$428,000 0.02% of portfolio
3,789
Q3 2024 Added 9.13%
$0
$372,000 0.02% of portfolio
1,571
Q3 2024 Added 9.55%
$0
$374,000 0.02% of portfolio
8,210
Q3 2024 Added 1.16%
$0
$382,000 0.02% of portfolio
10,642
Q3 2024 Reduced 26.66%
$0
$526,000 0.02% of portfolio
11,510
Q3 2024 Added 2.49%
$0
$353,000 0.02% of portfolio
8,370
Q2 2024 Added 9.48%
$0
$371,000 0.02% of portfolio
16,374
Q3 2024 Reduced 7.35%
$0
$236,000 0.01% of portfolio
1,842
Q3 2024 Added 1.99%
$0
$222,000 0.01% of portfolio
907
Q3 2024 New
$0
$294,000 0.01% of portfolio
4,206
Q3 2024 Added 0.31%
$0
$295,000 0.01% of portfolio
1,119
Q3 2024 Added 2.38%
$0
$220,000 0.01% of portfolio
4,601
Q3 2024 New
$0
$322,000 0.01% of portfolio
1,608
Q3 2024 New
$0
$278,000 0.01% of portfolio
986
Q3 2024 Reduced 2.57%
$0
$240,000 0.01% of portfolio
3,706
Q3 2024 Added 0.11%
$0
$307,000 0.01% of portfolio
12,777
Q3 2024 Reduced 6.83%
$0
$260,000 0.01% of portfolio
5,980
Q3 2024 Reduced 47.06%
$0
$298,000 0.01% of portfolio
3,132
Q2 2024 New
$0
$184,000 0.01% of portfolio
3,825
Q3 2024 New
$0
$221,000 0.01% of portfolio
5,355
Q3 2024 Reduced 5.32%
$0
$141,000 0.01% of portfolio
936
Q3 2024 New
$0
$278,000 0.01% of portfolio
6,763
Q3 2024 New
$0
$241,000 0.01% of portfolio
6,420
Q3 2024 Reduced 1.47%
$0
$222,000 0.01% of portfolio
4,338
Q3 2024 Reduced 13.76%
$0
$246,000 0.01% of portfolio
1,299
Q3 2024 Added 0.31%
$0
$229,000 0.01% of portfolio
1,642
Q3 2024 Added 21.45%
$0
$273,000 0.01% of portfolio
3,509
Q3 2024 New
$0
$233,000 0.01% of portfolio
1,731
Q3 2024 Added 0.7%
$0
$292,000 0.01% of portfolio
1,031
Q3 2024 Reduced 0.77%
$0
$26,000 0.0% of portfolio
305
Q2 2024 New
$0
$0 0.0% of portfolio
60,661
Q3 2024 Reduced 86.18%

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
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