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
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
37
+ 0.43%
$40.38 - $44.35 $1.49K - $1.64K
8.59K $351K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
488
+ 7.6%
$34.13 - $37.35 $16.7K - $18.2K
6.91K $235K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
248
+ 5.39%
$44.04 - $49.49 $10.9K - $12.3K
4.85K $213K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.1K
+ 269.27%
$25.93 - $105.3 $417K - $1.69M
22K $614K
CAT
Caterpillar Inc

Industrials
82
+ 6.15%
$360.37 - $416.88 $29.6K - $34.2K
1.42K $513K
MMM
3 M CO

Industrials
34
+ 2.08%
$124.74 - $137.12 $4.24K - $4.66K
1.67K $215K
XLU
Utilities Sector Spdr

ETFs
698
+ 5.47%
$74.89 - $82.93 $52.3K - $57.9K
13.5K $1.02M
CSX
Csx Corp

Industrials
132
+ 1.84%
$31.58 - $36.88 $4.17K - $4.87K
7.3K $235K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
84
+ 1.57%
$38.37 - $42.82 $3.22K - $3.6K
5.44K $208K
PAVE
Global X Fds Us Infrastructure

ETFs
4.28K
+ 1.71%
$40.41 - $45.95 $173K - $197K
254K $10.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
48
+ 1.27%
$106.56 - $113.11 $5.11K - $5.43K
3.84K $409K
PG
Procter & Gamble CO

Consumer Defensive
47
+ 0.86%
$161.05 - $179.7 $7.57K - $8.45K
5.5K $921K
IDU
Ishares Tr U S Utils ETF

ETFs
103
+ 1.63%
$94.65 - $105.73 $9.75K - $10.9K
6.41K $616K
TT
Trane Technologies PLC

Industrials
460
+ 4.43%
$369.35 - $419.14 $170K - $193K
10.8K $4M
CGCP
Capital Group Core Plus Income

ETFs
33
+ 0.09%
$22.13 - $23.17 $730 - $765
36.4K $808K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20
+ 0.53%
$131.66 - $144.0 $2.63K - $2.88K
3.82K $504K
VZ
Verizon Communications Inc

Communication Services
9
+ 0.12%
$39.6 - $45.21 $356 - $407
7.36K $294K
JNJ
Johnson & Johnson

Healthcare
110
+ 3.7%
$143.34 - $165.86 $15.8K - $18.2K
3.08K $445K
XOM
Exxon Mobil Corp

Energy
177
+ 3.05%
$105.51 - $125.37 $18.7K - $22.2K
5.99K $644K
VDC
Vanguard Consumer Staples ETF

ETFs
18
+ 0.28%
$210.96 - $223.62 $3.8K - $4.03K
6.5K $1.37M
AMT
American Tower Corp

Real Estate
44
+ 4.18%
$179.4 - $232.01 $7.89K - $10.2K
1.1K $201K
KO
Coca Cola CO

Consumer Defensive
285
+ 4.56%
$61.74 - $71.71 $17.6K - $20.4K
6.54K $406K
ITA
Ishares Tr

ETFs
151
+ 0.93%
$144.31 - $157.31 $21.8K - $23.8K
16.4K $2.38M
PFE
Pfizer Inc

Healthcare
30
+ 0.15%
$24.8 - $30.19 $744 - $906
20.6K $547K
MRK
Merck & Co., Inc.

Healthcare
379
+ 6.1%
$96.31 - $114.76 $36.5K - $43.5K
6.59K $655K
SBAC
Sba Communications Corp

Real Estate
16
+ 0.9%
$198.24 - $249.31 $3.17K - $3.99K
1.8K $367K
ABBV
Abb Vie Inc.

Healthcare
92
+ 2.28%
$164.99 - $203.87 $15.2K - $18.8K
4.13K $733K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.5K
+ 166.92%
$22.4 - $68.28 $437K - $1.33M
31.2K $723K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.82K
+ 3.35%
$19.47 - $20.95 $74.4K - $80K
118K $2.3M
ELV
Elevance Health, Inc.

Healthcare
24
+ 4.23%
$365.96 - $514.62 $8.78K - $12.4K
592 $218K
UNH
Unitedhealth Group Inc

Healthcare
26
+ 2.26%
$485.52 - $625.25 $12.6K - $16.3K
1.18K $594K
IRM
Iron Mountain Inc

Real Estate
12
+ 0.19%
$101.62 - $128.14 $1.22K - $1.54K
6.18K $649K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.68%
$1666.0 - $2117.3 $3.33K - $4.23K
294 $499K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
29
+ 0.06%
$20.55 - $23.26 $596 - $675
49.4K $1.04M
LMT
Lockheed Martin Corp

Industrials
344
+ 10.88%
$479.66 - $614.62 $165K - $211K
3.51K $1.7M
NOC
Northrop Grumman Corp

Industrials
131
+ 2.44%
$466.52 - $543.88 $61.1K - $71.2K
5.51K $2.58M
PBE
Invesco Exchange Traded Fd Tr

ETFs
6.53K
+ 3.01%
$65.93 - $72.24 $430K - $472K
224K $14.9M
MSFT
Microsoft Corp

Technology
2.09K
+ 1.55%
$406.35 - $454.46 $848K - $948K
137K $57.6M
NEE
Nextera Energy Inc

Utilities
1.02K
+ 2.89%
$69.77 - $85.43 $71.1K - $87.1K
36.3K $2.6M
HD
Home Depot, Inc.

Consumer Cyclical
303
+ 0.81%
$385.02 - $431.37 $117K - $131K
37.8K $14.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.3K
+ 5.51%
$40.06 - $45.21 $811K - $916K
388K $15.8M
IXUS
Ishares Tr

ETFs
58.3K
+ 7.57%
$65.95 - $72.56 $3.84M - $4.23M
828K $54.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.28M
+ 201.93%
$26.93 - $84.95 $34.4M - $108M
1.91M $52.1M
XLV
Select Sector Spdr Fund Health

ETFs
2.94K
+ 0.93%
$136.28 - $154.74 $400K - $454K
318K $43.7M
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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