Gerber Kawasaki Wealth & Investment Management Portfolio Holdings by Sector
Gerber Kawasaki Wealth & Investment Management
- $2.56 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQM SPYG SPYV XLK IXUS AGG XLY XLF 152 stocks |
$1.78 Million
69.89% of portfolio
|
99
|
51
|
14
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM AMD TSM AAOI TXN MPWR 8 stocks |
$166,448
6.53% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL NTNX PANW CRWD IOT PLTR ADBE 11 stocks |
$101,355
3.97% of portfolio
|
6
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$77,526
3.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL GENI NN SNAP 6 stocks |
$74,288
2.91% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE RIVN 3 stocks |
$71,910
2.82% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$58,516
2.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI BABA 3 stocks |
$40,804
1.6% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX FSK NBB NAC HYT JPC VVR 7 stocks |
$18,002
0.71% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SHOP DOCU CRM NOW SNOW MSTR TTD 12 stocks |
$16,168
0.63% of portfolio
|
8
|
4
|
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON KTOS NOC LMT RTX GD BA ACHR 8 stocks |
$14,293
0.56% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$13,765
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$12,850
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN ABBV MRK PFE JNJ AZN 7 stocks |
$11,725
0.46% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$9,810
0.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$8,899
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,118
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC NU 3 stocks |
$5,950
0.23% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$5,893
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$5,160
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$4,198
0.16% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA TW GS 3 stocks |
$3,956
0.16% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR IRM SBAC AMT 4 stocks |
$3,236
0.13% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$3,121
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK BSX ABT SENS 4 stocks |
$2,671
0.1% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEE 2 stocks |
$2,518
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2,357
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL PSTG 2 stocks |
$2,010
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1,882
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$1,803
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,622
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,367
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$1,235
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IDXX DHR 3 stocks |
$1,215
0.05% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,205
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$1,204
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
EA RBLX TTWO 3 stocks |
$1,080
0.04% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$1,020
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO OCGN 2 stocks |
$991
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$962
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$833
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$687
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$673
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$600
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$565
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$507
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$489
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$483
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD 1 stocks |
$456
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$400
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$375
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$329
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ZIP 1 stocks |
$289
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$281
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$269
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$244
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$208
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
HPP 1 stocks |
$32
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|