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
$22.5B
$206,000 0.01% of portfolio
1,010
Q3 2024 New
$119B
$208,000 0.01% of portfolio
722
Q3 2024 New
$244B
$252,000 0.01% of portfolio
4,742
Q3 2024 Added 7.97%
$29.7B
$309,000 0.01% of portfolio
3,822
Q3 2024 Reduced 17.11%
$0
$184,000 0.01% of portfolio
3,825
Q3 2024 New
$0
$221,000 0.01% of portfolio
5,355
Q3 2024 Reduced 5.32%
$114B
$269,000 0.01% of portfolio
1,210
Q3 2024 Added 1.09%
$217B
$293,000 0.01% of portfolio
965
Q3 2024 Reduced 14.68%
$27.4B
$242,000 0.01% of portfolio
262
Q3 2024 Reduced 25.78%
$0
$141,000 0.01% of portfolio
936
Q3 2024 New
$30.2B
$110,000 0.01% of portfolio
1,527
Q3 2024 New
$67.9B
$220,000 0.01% of portfolio
1,099
Q3 2024 Added 0.18%
$29.2B
$303,000 0.01% of portfolio
6,866
Q3 2024 Reduced 6.79%
$169B
$236,000 0.01% of portfolio
458
Q2 2024 New
$0
$278,000 0.01% of portfolio
6,763
Q3 2024 New
$28.9B
$309,000 0.01% of portfolio
3,699
Q3 2024 Added 4.61%
$0
$241,000 0.01% of portfolio
6,420
Q3 2024 Reduced 1.47%
$42.9B
$250,000 0.01% of portfolio
4,371
Q3 2024 Reduced 3.57%
$0
$222,000 0.01% of portfolio
4,338
Q3 2024 Reduced 13.76%
$0
$246,000 0.01% of portfolio
1,299
Q3 2024 Added 0.31%
$0
$229,000 0.01% of portfolio
1,642
Q3 2024 Added 21.45%
$0
$273,000 0.01% of portfolio
3,509
Q3 2024 New
$0
$115,000 0.01% of portfolio
28,331
Q3 2024 Reduced 14.63%
$0
$233,000 0.01% of portfolio
1,731
Q3 2024 Added 0.7%
$72.5B
$223,000 0.01% of portfolio
1,632
Q3 2024 New
$0
$292,000 0.01% of portfolio
1,031
Q3 2024 Reduced 0.77%
Ishares Bitcoin Tr
-
$0 0.0% of portfolio
-
Q3 2024 Added 9.54%
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 17.21%
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 8.92%
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q3 2024 Added 252.0%
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$26,000 0.0% of portfolio
305
Q2 2024 New
$0
$103,000 0.0% of portfolio
12,840
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 7.41%
$0
$0 0.0% of portfolio
60,661
Q3 2024 Reduced 86.18%

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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