Gerber Kawasaki Wealth & Investment Management Purchases in Q4 2024

Gerber Kawasaki Wealth & Investment Management

  • $2.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
82
+ 1.47%
$108.7 - $139.51 $8.91K - $11.4K
5.65K $664K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 1.83%
$172.07 - $207.36 $4.65K - $5.6K
1.51K $297K
ABNB
Airbnb, Inc.

Consumer Cyclical
212
+ 11.81%
$125.36 - $147.37 $26.6K - $31.2K
2.01K $263K
GLD
Spdr Gold Trust

ETFs
170
+ 2.78%
$236.59 - $257.5 $40.2K - $43.8K
6.28K $1.52M
IYW
Ishares Dj Us Tech ETF

ETFs
167
+ 17.84%
$148.14 - $166.23 $24.7K - $27.8K
1.1K $175K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
267
+ 14.5%
$126.68 - $134.74 $33.8K - $36K
2.11K $269K
SBUX
Starbucks Corp

Consumer Cyclical
750
+ 13.07%
$87.44 - $102.5 $65.6K - $76.9K
6.49K $591K
CVX
Chevron Corp

Energy
263
+ 5.71%
$141.15 - $162.53 $37.1K - $42.7K
4.87K $704K
SRE
Sempra Energy

Utilities
113
+ 3.05%
$80.81 - $94.77 $9.13K - $10.7K
3.81K $334K
TAXF
American Centy ETF Tr Diversif

ETFs
767
+ 6.44%
$49.94 - $51.44 $38.3K - $39.5K
12.7K $635K
PPA
Invesco Exchange Traded Fd Tr

ETFs
181
+ 5.36%
$113.79 - $124.5 $20.6K - $22.5K
3.56K $408K
RACE
Ferrari N.V.

Consumer Cyclical
228
+ 13.1%
$422.83 - $490.34 $96.4K - $112K
1.97K $836K
URTH
Ishares Msci World ETF

ETFs
805
+ 1.04%
$153.73 - $162.67 $124K - $131K
78.1K $12.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
765
+ 14.48%
$58.88 - $64.8 $45K - $49.6K
6.05K $356K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
221
+ 2.09%
$61.68 - $67.87 $13.6K - $15K
10.8K $671K
CL
Colgate Palmolive CO

Consumer Defensive
575
+ 19.08%
$90.22 - $102.31 $51.9K - $58.8K
3.59K $326K
GROY
Gold Royalty Corp.

Basic Materials
11.8K
New
$1.17 - $1.56 $13.7K - $18.3K
11.8K $14K
IBM
International Business Machines Corp

Technology
67
+ 4.97%
$204.9 - $238.04 $13.7K - $15.9K
1.42K $311K
DFUS
Dimensional ETF Tr U S Equity

ETFs
23
+ 0.35%
$61.52 - $66.5 $1.41K - $1.53K
6.51K $415K
VBR
Vanguard Small Cap Value ETF

ETFs
81
+ 5.04%
$197.36 - $217.3 $16K - $17.6K
1.69K $334K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
19.6K
+ 4.71%
$24.94 - $26.14 $490K - $513K
437K $10.9M
IEF
Ishares Barclays

ETFs
550
+ 7.94%
$92.08 - $98.18 $50.6K - $54K
7.47K $690K
DVY
Ishares Tr

ETFs
130
+ 7.51%
$129.55 - $143.41 $16.8K - $18.6K
1.86K $244K
TXN
Texas Instruments Inc

Technology
56
+ 1.79%
N/A
3.19K $620K
VTV
Vanguard Value ETF

ETFs
296
+ 3.82%
$168.32 - $181.87 $49.8K - $53.8K
8.05K $1.36M
SPGI
S&P Global Inc.

Financial Services
34
+ 7.42%
$480.36 - $529.17 $16.3K - $18K
492 $245K
GE
General Electric CO

Industrials
205
+ 17.48%
$159.95 - $194.23 $32.8K - $39.8K
1.38K $229K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21K
+ 196.21%
$22.01 - $66.82 $461K - $1.4M
31.6K $717K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9
+ 0.21%
$69.3 - $74.3 $624 - $669
4.22K $301K
NEAR
Blackrock Short Maturity Bond

ETFs
208
+ 4.79%
$50.28 - $51.08 $10.5K - $10.6K
4.55K $229K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
588
+ 2.74%
$63.23 - $66.65 $37.2K - $39.2K
22K $1.39M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.39%
$278.19 - $315.36 $1.11K - $1.26K
1.04K $297K
PEP
Pepsico Inc

Consumer Defensive
333
+ 12.62%
$151.29 - $176.1 $50.4K - $58.6K
2.97K $451K
WM
Waste Management Inc

Industrials
48
+ 3.32%
$201.79 - $228.46 $9.69K - $11K
1.49K $301K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.27%
$63.58 - $71.15 $636 - $712
3.72K $241K
CB
Chubb LTD

Financial Services
37
+ 5.12%
$271.57 - $301.89 $10K - $11.2K
759 $209K
CGMU
Capital Group Core Plus Income
17.1K
New
N/A
17.1K $0
Arista Networks Inc
7.21K
New
N/A
7.21K $0
Ishares Bitcoin Tr
17.3K
+ 50.12%
N/A
51.9K $0
Capital Group Core Balanced
26.8K
+ 83.22%
N/A
59.1K $0
CGMS
Capital Grp Core Plus Income E
4.1K
+ 36.42%
N/A
15.3K $0
Invesco Galaxy Bitcoin ETF
6.6K
New
N/A
6.6K $0
Flutter Entmt PLC
4.43K
New
N/A
4.43K $0
Global X Fds
4.67K
+ 20.1%
N/A
27.9K $0
Ge Vernova Inc
675
New
N/A
675 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
50
+ 4.13%
$209.89 - $233.24 $10.5K - $11.7K
1.26K $267K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
17
+ 0.17%
$40.34 - $40.62 $686 - $691
10.2K $410K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
111
+ 1.19%
$113.92 - $127.38 $12.6K - $14.1K
9.44K $1.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.05K
+ 118.96%
$18.41 - $40.87 $148K - $329K
14.8K $273K
Activity Summary
Buys All Purchases 195 New Holdings 19 Increased Positions 176 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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