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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.2B
$10.5 Million 0.48% of portfolio
55,795
Q3 2024 Added 8.17%
$0
$10.3 Million 0.47% of portfolio
249,576
Q3 2024 Reduced 1.25%
$0
$9.2 Million 0.43% of portfolio
381,039
Q3 2024 Added 27.99%
$0
$9.09 Million 0.42% of portfolio
298,687
Q3 2024 Reduced 5.94%
$0
$8.54 Million 0.39% of portfolio
177,764
Q3 2024 Added 0.32%
$0
$8.36 Million 0.39% of portfolio
251,599
Q3 2024 Added 15.27%
$0
$8.26 Million 0.38% of portfolio
64,988
Q3 2024 Added 6.31%
$479B
$7.76 Million 0.36% of portfolio
45,576
Q3 2024 Added 8.13%
$0
$7.04 Million 0.33% of portfolio
64,769
Q3 2024 Added 1.49%
$1.11T
$6.67 Million 0.31% of portfolio
40,219
Q3 2024 Reduced 2.83%
$0
$6.55 Million 0.3% of portfolio
217,305
Q3 2024 Reduced 1.66%
$602B
$6.52 Million 0.3% of portfolio
14,159
Q3 2024 Added 12.27%
$0
$6.48 Million 0.3% of portfolio
22,886
Q3 2024 Added 9.88%
$129B
$6.01 Million 0.28% of portfolio
79,945
Q3 2024 Reduced 5.05%
$14.8B
$6.05 Million 0.28% of portfolio
102,105
Q3 2024 Added 37.78%
$1.38T
$6.1 Million 0.28% of portfolio
10,655
Q3 2024 Added 16.96%
$0
$5.72 Million 0.26% of portfolio
166,754
Q3 2024 Added 0.1%
$176B
$5.32 Million 0.25% of portfolio
31,266
Q3 2024 Reduced 6.45%
$0
$5.15 Million 0.24% of portfolio
41,338
Q3 2024 Reduced 21.71%
$0
$5.1 Million 0.24% of portfolio
75,610
Q3 2024 Added 25.78%
$25.8B
$5.02 Million 0.23% of portfolio
21,574
Q3 2024 Reduced 24.08%
$0
$5.03 Million 0.23% of portfolio
51,239
Q3 2024 Added 8.43%
$0
$4.79 Million 0.22% of portfolio
157,883
Q3 2024 Reduced 1.55%
$30.3B
$4.79 Million 0.22% of portfolio
40,442
Q3 2024 Reduced 38.77%
$69.6B
$4.54 Million 0.21% of portfolio
26,318
Q3 2024 Added 1,565.7%
$92.1B
$4.03 Million 0.19% of portfolio
10,373
Q3 2024 Added 4.04%
$43.1B
$3.81 Million 0.18% of portfolio
76,631
Q3 2024 Reduced 0.44%
$0
$3.71 Million 0.17% of portfolio
132,341
Q3 2024 Added 9.3%
$0
$3.61 Million 0.17% of portfolio
6,849
Q3 2024 Added 15.95%
$440B
$3.56 Million 0.16% of portfolio
4,017
Q3 2024 Added 7.23%
$0
$3.49 Million 0.16% of portfolio
15,801
Q3 2024 Added 151.77%
$104B
$3.45 Million 0.16% of portfolio
27,349
Q3 2024 Reduced 0.22%
$0
$3.3 Million 0.15% of portfolio
22,672
Q3 2024 Added 2.44%
$146B
$2.98 Million 0.14% of portfolio
35,234
Q3 2024 Reduced 1.39%
$0
$2.71 Million 0.13% of portfolio
137,184
Q3 2024 Added 29.04%
$82.7B
$2.89 Million 0.13% of portfolio
14,817
Q3 2024 Reduced 10.16%
$280B
$2.8 Million 0.13% of portfolio
3,359
Q3 2024 Reduced 5.65%
$712B
$2.74 Million 0.13% of portfolio
13,001
Q3 2024 Reduced 2.17%
$15.5B
$2.72 Million 0.13% of portfolio
54,321
Q3 2024 Added 13.72%
$73.9B
$2.84 Million 0.13% of portfolio
5,376
Q3 2024 Reduced 9.89%
$0
$2.92 Million 0.13% of portfolio
28,056
Q3 2024 Added 9.27%
$5.03B
$2.59 Million 0.12% of portfolio
53,750
Q3 2024 Added 13.17%
$117B
$2.56 Million 0.12% of portfolio
7,483
Q3 2024 Added 3.09%
$206B
$2.7 Million 0.12% of portfolio
16,425
Q3 2024 Added 3.4%
$0
$2.43 Million 0.11% of portfolio
16,210
Q3 2024 Reduced 2.37%
$0
$2.37 Million 0.11% of portfolio
113,974
Q3 2024 Added 5.32%
$45.3B
$2.3 Million 0.11% of portfolio
5,746
Q3 2024 Reduced 4.39%
$2.48B
$2.28 Million 0.11% of portfolio
67,234
Q3 2024 Reduced 32.06%
$19.2B
$2.48 Million 0.11% of portfolio
40,013
Q3 2024 Reduced 27.26%

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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