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
$0
$2.21 Million 0.1% of portfolio
75,934
Q3 2024 Added 15.8%
$0
$2.25 Million 0.1% of portfolio
44,093
Q3 2024 Added 1.67%
$149B
$2.15 Million 0.1% of portfolio
6,663
Q3 2024 Reduced 3.84%
$0
$2.02 Million 0.09% of portfolio
53,566
Q3 2024 Added 104.68%
$0
$1.85 Million 0.09% of portfolio
7,716
Q3 2024 Reduced 80.64%
$0
$2.01 Million 0.09% of portfolio
11,237
Q3 2024 Reduced 1.69%
$135B
$1.85 Million 0.09% of portfolio
3,161
Q3 2024 Reduced 0.19%
$80.3B
$1.64 Million 0.08% of portfolio
1,561
Q3 2024 Added 26.81%
$773B
$1.82 Million 0.08% of portfolio
2,059
Q3 2024 Added 10.46%
$0
$1.71 Million 0.08% of portfolio
40,905
Q3 2024 Reduced 5.06%
$0
$1.6 Million 0.07% of portfolio
35,680
Q3 2024 Reduced 0.59%
$0
$1.41 Million 0.07% of portfolio
3,668
Q3 2024 Added 2.2%
$0
$1.42 Million 0.07% of portfolio
6,483
Q3 2024 Reduced 1.77%
$240B
$1.47 Million 0.07% of portfolio
2,844
Q3 2024 Reduced 1.49%
$84.2B
$1.49 Million 0.07% of portfolio
6,109
Q3 2024 Added 5.86%
$512B
$1.6 Million 0.07% of portfolio
5,812
Q3 2024 Reduced 1.19%
$0
$1.35 Million 0.06% of portfolio
7,757
Q3 2024 Added 63.62%
$0
$1.35 Million 0.06% of portfolio
7,414
Q3 2024 Reduced 0.51%
$209B
$1.33 Million 0.06% of portfolio
2,156
Q3 2024 Reduced 5.19%
$54.9B
$1.32 Million 0.06% of portfolio
8,150
Q3 2024 Added 14.26%
$0
$1.25 Million 0.06% of portfolio
29,013
Q3 2024 Reduced 20.9%
$0
$1.34 Million 0.06% of portfolio
13,564
Q3 2024 Added 2.97%
$0
$1.14 Million 0.05% of portfolio
49,375
Q3 2024 Added 0.2%
$3.01B
$1.08 Million 0.05% of portfolio
8,047
Q3 2024 Reduced 0.41%
$133B
$1.11 Million 0.05% of portfolio
13,838
Q3 2024 Reduced 12.36%
$0
$1.03 Million 0.05% of portfolio
12,758
Q3 2024 Added 175.31%
$0
$1.16 Million 0.05% of portfolio
9,663
Q3 2024 Reduced 1.57%
$0
$1.09 Million 0.05% of portfolio
9,325
Q3 2024 Added 0.99%
$0
$1.04 Million 0.05% of portfolio
8,273
Q3 2024 Reduced 2.2%
$139B
$1.11 Million 0.05% of portfolio
2,648
Q3 2024 Reduced 39.79%
$0
$841,000 0.04% of portfolio
36,383
Q3 2024 Added 120.22%
$0
$959,000 0.04% of portfolio
22,092
Q3 2024 Added 6.61%
$0
$860,000 0.04% of portfolio
25,526
Q3 2024 Reduced 2.89%
$0
$793,000 0.04% of portfolio
11,698
Q3 2024 Reduced 0.21%
$75.2B
$924,000 0.04% of portfolio
3,296
Q3 2024 Reduced 75.91%
$254B
$810,000 0.04% of portfolio
10,041
Q3 2024 Added 22.18%
$0
$805,000 0.04% of portfolio
8,410
Q3 2024 Added 1.82%
$0
$851,000 0.04% of portfolio
9,525
Q2 2024 Reduced 6.16%
$81.2B
$817,000 0.04% of portfolio
1,740
Q3 2024 New
$321B
$797,000 0.04% of portfolio
4,038
Q3 2024 Reduced 11.93%
$707M
$767,000 0.04% of portfolio
80,828
Q3 2024 New
$226B
$771,000 0.04% of portfolio
2,845
Q3 2024 Added 36.71%
$416B
$943,000 0.04% of portfolio
5,449
Q3 2024 Reduced 2.17%
$317B
$677,000 0.03% of portfolio
4,602
Q3 2024 Reduced 10.95%
$258B
$705,000 0.03% of portfolio
6,214
Q3 2024 Reduced 3.16%
$97.1B
$598,000 0.03% of portfolio
292
Q3 2024 New
$0
$679,000 0.03% of portfolio
6,924
Q3 2024 Reduced 1.38%
$566B
$672,000 0.03% of portfolio
1,150
Q3 2024 Reduced 8.22%
$143B
$596,000 0.03% of portfolio
20,606
Q3 2024 Reduced 7.95%

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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