Gerber Kawasaki Wealth & Investment Management Portfolio Holdings

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025

Gerber Kawasaki Wealth & Investment Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.21 Billion distributed in 292 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 $162M, Spdr Portfolio with a value of $115M, Nvidia Corp with a value of $106M, Spdr Portfolio S&P 500 Value E with a value of $103M, and Ishares Core U.S. Aggregate Bo with a value of $83.8M.

Examining the 13F form we can see an decrease of $79.3M in the current position value, from $2.28B to 2.21B.

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

Portfolio value $2.21 Billion
ETFs: $1.56 Billion
Technology: $295 Million
Consumer Cyclical: $130 Million
Communication Services: $107 Million
Financial Services: $38.7 Million
Healthcare: $22.3 Million
Real Estate: $18.6 Million
Industrials: $17.8 Million
Other: $15.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.3B
$10.1 Million 0.46% of portfolio
339,322
Q1 2025 Reduced 24.5%
$0
$9.91 Million 0.45% of portfolio
262,632
Q1 2025 Added 3.46%
$656B
$9.85 Million 0.45% of portfolio
18,499
Q1 2025 Added 12.37%
$449B
$8.97 Million 0.41% of portfolio
64,136
Q1 2025 Added 15.09%
$0
$8.22 Million 0.37% of portfolio
267,530
Q1 2025 Reduced 1.97%
$0
$8.09 Million 0.37% of portfolio
185,657
Q1 2025 Added 4.61%
$0
$8.09 Million 0.37% of portfolio
273,384
Q1 2025 Reduced 3.77%
$1.03T
$7.34 Million 0.33% of portfolio
47,450
Q1 2025 Added 5.84%
$0
$7.27 Million 0.33% of portfolio
38,635
Q1 2025 Reduced 12.17%
$17.7B
$7.13 Million 0.32% of portfolio
102,105
Q1 2025 Reduced 0.01%
$101B
$6.8 Million 0.31% of portfolio
40,612
Q1 2025 Added 24.12%
$0
$6.81 Million 0.31% of portfolio
64,559
Q1 2025 Reduced 0.27%
$54.1B
$6.83 Million 0.31% of portfolio
115,923
Q1 2025 Added 43.04%
$0
$6.64 Million 0.3% of portfolio
234,539
Q1 2025 Added 1.97%
$710B
$6.4 Million 0.29% of portfolio
7,745
Q1 2025 Added 18.75%
$0
$6.4 Million 0.29% of portfolio
23,276
Q1 2025 Added 0.29%
$0
$5.73 Million 0.26% of portfolio
171,679
Q1 2025 Added 1.07%
$0
$5.42 Million 0.25% of portfolio
258,914
Q1 2025 Added 17.25%
$0
$5.49 Million 0.25% of portfolio
83,453
Q1 2025 Reduced 4.71%
$0
$4.83 Million 0.22% of portfolio
166,608
Q1 2025 Reduced 1.88%
$0
$4.64 Million 0.21% of portfolio
9,022
Q1 2025 Added 23.96%
$164B
$4.52 Million 0.2% of portfolio
65,093
Q1 2025 Reduced 21.87%
$166B
$4.33 Million 0.2% of portfolio
59,402
Q1 2025 Reduced 3.83%
$0
$4.37 Million 0.2% of portfolio
45,143
Q1 2025 Added 10.06%
$776B
$4 Million 0.18% of portfolio
16,319
Q1 2025 Added 23.56%
$0
$3.96 Million 0.18% of portfolio
107,634
Q1 2025 Added 34.03%
$99.7B
$3.72 Million 0.17% of portfolio
11,045
Q1 2025 Added 1.96%
$468B
$3.85 Million 0.17% of portfolio
4,071
Q1 2025 Reduced 1.4%
$0
$3.59 Million 0.16% of portfolio
39,438
Q1 2025 Reduced 2.28%
$0
$3.37 Million 0.15% of portfolio
29,833
Q1 2025 Added 3.87%
$0
$3.36 Million 0.15% of portfolio
121,743
Q1 2025 Reduced 6.32%
$165B
$3.27 Million 0.15% of portfolio
21,271
Q1 2025 Added 2.57%
$271B
$3.35 Million 0.15% of portfolio
38,213
Q1 2025 Added 34.64%
$0
$3.17 Million 0.14% of portfolio
62,154
Q1 2025 Added 51.74%
$26.8B
$2.97 Million 0.13% of portfolio
25,852
Q1 2025 Reduced 47.19%
$16.6B
$2.87 Million 0.13% of portfolio
65,310
Q1 2025 Added 4.86%
$53.9B
$2.88 Million 0.13% of portfolio
5,467
Q1 2025 Reduced 2.24%
$100B
$2.74 Million 0.12% of portfolio
24,536
Q1 2025 Reduced 3.25%
$74.4B
$2.63 Million 0.12% of portfolio
5,135
Q1 2025 Reduced 6.76%
$30.6B
$2.61 Million 0.12% of portfolio
7,988
Q1 2025 Added 16.04%
$58.3B
$2.67 Million 0.12% of portfolio
15,658
Q1 2025 Added 2.29%
$0
$2.62 Million 0.12% of portfolio
20,489
Q1 2025 Reduced 7.25%
$0
$2.58 Million 0.12% of portfolio
16,847
Q1 2025 Added 2.97%
$0
$2.47 Million 0.11% of portfolio
58,019
Q1 2025 Added 130.33%
$0
$2.38 Million 0.11% of portfolio
124,773
Q1 2025 Added 5.93%
$17.9B
$2.33 Million 0.11% of portfolio
28,563
Q1 2025 Reduced 25.84%
$138B
$2.38 Million 0.11% of portfolio
33,531
Q1 2025 Reduced 7.51%
$0
$2.26 Million 0.1% of portfolio
11,334
Q1 2025 Reduced 31.12%
$0
$2.14 Million 0.1% of portfolio
74,982
Q1 2025 Added 1.66%

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $2.21 Billion
  • Prior Value $2.28 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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