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
$597B
$2.19 Million 0.1% of portfolio
6,262
Q1 2025 Added 3.25%
$108B
$1.89 Million 0.09% of portfolio
6,571
Q1 2025 Added 4.65%
$28B
$1.99 Million 0.09% of portfolio
21,851
Q1 2025 Reduced 67.6%
$0
$1.94 Million 0.09% of portfolio
10,651
Q1 2025 Added 3.01%
$154B
$2.06 Million 0.09% of portfolio
6,606
Q1 2025 Reduced 0.57%
$5.16B
$2.07 Million 0.09% of portfolio
54,000
Q1 2025 Added 0.47%
$0
$1.97 Million 0.09% of portfolio
11,392
Q1 2025 Added 3.0%
$297B
$1.87 Million 0.08% of portfolio
2,826
Q1 2025 Added 9.53%
$0
$1.71 Million 0.08% of portfolio
40,505
Q4 2024 Reduced 0.98%
$144B
$1.81 Million 0.08% of portfolio
4,864
Q1 2025 Added 18.87%
$0
$1.44 Million 0.07% of portfolio
8,319
Q1 2025 Added 3.3%
$4.79B
$1.46 Million 0.07% of portfolio
49,157
Q1 2025 Added 183.93%
$0
$1.53 Million 0.07% of portfolio
7,602
Q1 2025 Reduced 5.12%
$49.7B
$1.62 Million 0.07% of portfolio
11,298
Q1 2025 Added 25.52%
$103B
$1.57 Million 0.07% of portfolio
4,449
Q1 2025 Added 18.36%
$0
$1.56 Million 0.07% of portfolio
35,060
Q1 2025 Reduced 0.54%
$0
$1.43 Million 0.06% of portfolio
22,946
Q1 2025 Added 4.25%
$196B
$1.27 Million 0.06% of portfolio
2,569
Q1 2025 Reduced 0.27%
$125B
$1.35 Million 0.06% of portfolio
3,015
Q1 2025 Reduced 13.98%
$0
$1.4 Million 0.06% of portfolio
6,398
Q1 2025 Reduced 1.58%
$127B
$1.36 Million 0.06% of portfolio
14,248
Q1 2025 Reduced 2.57%
$0
$1.05 Million 0.05% of portfolio
17,706
Q1 2025 Reduced 34.41%
$259B
$1.02 Million 0.05% of portfolio
12,093
Q1 2025 Added 0.02%
$0
$1.08 Million 0.05% of portfolio
13,758
Q1 2025 Added 2.24%
$0
$1.05 Million 0.05% of portfolio
9,128
Q1 2025 Reduced 1.72%
$0
$1.01 Million 0.05% of portfolio
8,246
Q1 2025 Added 3.14%
$188B
$1.07 Million 0.05% of portfolio
2,778
Q1 2025 Reduced 0.75%
$155B
$1.02 Million 0.05% of portfolio
2,049
Q1 2025 Reduced 1.16%
$153B
$1.15 Million 0.05% of portfolio
2,447
Q1 2025 Reduced 2.04%
$0
$1.13 Million 0.05% of portfolio
20,163
Q1 2025 Added 43.73%
$0
$932,000 0.04% of portfolio
10,043
Q1 2025 New
$398B
$948,000 0.04% of portfolio
5,567
Q1 2025 Added 1.29%
$0
$881,000 0.04% of portfolio
1,625
Q1 2025 Added 55.21%
$262B
$992,000 0.04% of portfolio
3,700
Q1 2025 Added 59.48%
$0
$927,000 0.04% of portfolio
11,439
Q1 2025 Reduced 11.46%
$79.3B
$819,000 0.04% of portfolio
4,978
Q1 2025 Reduced 56.12%
$0
$891,000 0.04% of portfolio
40,373
Q1 2025 Added 29.3%
$202B
$943,000 0.04% of portfolio
7,123
Q1 2025 Added 75.27%
$0
$946,000 0.04% of portfolio
10,854
Q1 2025 Reduced 19.09%
$1.88B
$897,000 0.04% of portfolio
89,619
Q1 2025 Added 72.74%
$87.7B
$823,000 0.04% of portfolio
1,925
Q1 2025 Reduced 2.18%
$221B
$879,000 0.04% of portfolio
3,269
Q1 2025 Added 4.44%
$0
$861,000 0.04% of portfolio
9,684
Q1 2025 Reduced 0.19%
$0
$955,000 0.04% of portfolio
10,023
Q1 2025 Added 34.1%
$0
$791,000 0.04% of portfolio
21,751
Q1 2025 Added 35.64%
$331B
$888,000 0.04% of portfolio
4,242
Q1 2025 Added 2.71%
$270B
$922,000 0.04% of portfolio
5,516
Q1 2025 Added 13.38%
$429B
$795,000 0.04% of portfolio
6,687
Q1 2025 Added 11.67%
$0
$958,000 0.04% of portfolio
9,170
Q1 2025 Reduced 2.82%

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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