Gerber Kawasaki Wealth & Investment Management Incresed Positions in Q4 2024

Gerber Kawasaki Wealth & Investment Management

  • $2.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URTH
Ishares Msci World ETF

ETFs
805
+ 1.04%
$153.73 - $162.67 $124K - $131K
78.1K $12.2M
CL
Colgate Palmolive CO

Consumer Defensive
575
+ 19.08%
$90.22 - $102.31 $51.9K - $58.8K
3.59K $326K
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
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
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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
19.6K
+ 4.71%
$24.94 - $26.14 $490K - $513K
437K $10.9M
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
CB
Chubb LTD

Financial Services
37
+ 5.12%
$271.57 - $301.89 $10K - $11.2K
759 $209K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.27%
$63.58 - $71.15 $636 - $712
3.72K $241K
Ishares Bitcoin Tr
17.3K
+ 50.12%
N/A
51.9K $0
Global X Fds
4.67K
+ 20.1%
N/A
27.9K $0
CGMS
Capital Grp Core Plus Income E
4.1K
+ 36.42%
N/A
15.3K $0
Capital Group Core Balanced
26.8K
+ 83.22%
N/A
59.1K $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
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
37
+ 0.43%
$40.38 - $44.35 $1.49K - $1.64K
8.59K $351K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.05K
+ 118.96%
$18.41 - $40.87 $148K - $329K
14.8K $273K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
488
+ 7.6%
$34.13 - $37.35 $16.7K - $18.2K
6.91K $235K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.1K
+ 269.27%
$25.93 - $105.3 $417K - $1.69M
22K $614K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
248
+ 5.39%
$44.04 - $49.49 $10.9K - $12.3K
4.85K $213K
MMM
3 M CO

Industrials
34
+ 2.08%
$124.74 - $137.12 $4.24K - $4.66K
1.67K $215K
CAT
Caterpillar Inc

Industrials
82
+ 6.15%
$360.37 - $416.88 $29.6K - $34.2K
1.42K $513K
CSX
Csx Corp

Industrials
132
+ 1.84%
$31.58 - $36.88 $4.17K - $4.87K
7.3K $235K
XLU
Utilities Sector Spdr

ETFs
698
+ 5.47%
$74.89 - $82.93 $52.3K - $57.9K
13.5K $1.02M
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
RTX
Raytheon Technologies Corp

Industrials
59
+ 1.47%
$114.45 - $127.21 $6.75K - $7.51K
4.06K $470K
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
JNJ
Johnson & Johnson

Healthcare
110
+ 3.7%
$143.34 - $165.86 $15.8K - $18.2K
3.08K $445K
VZ
Verizon Communications Inc

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