Gerber Kawasaki Wealth & Investment Management Portfolio Holdings

Gerber Kawasaki Wealth & Investment Management

  • $2.28 Billion
  • Q4 2024

Gerber Kawasaki Wealth & Investment Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.28 Billion distributed in 283 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 $171M, Nvidia Corp with a value of $131M, Spdr Portfolio with a value of $122M, Tesla, Inc. with a value of $106M, and Spdr Portfolio S&P 500 Value E with a value of $95.4M.

Examining the 13F form we can see an increase of $122M in the current position value, from $2.16B to 2.28B.

Below you can find more details about Gerber Kawasaki Wealth & Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $2.28 Billion
ETFs: $1.53 Billion
Technology: $344 Million
Consumer Cyclical: $189 Million
Communication Services: $112 Million
Financial Services: $36.2 Million
Healthcare: $23.4 Million
Real Estate: $18 Million
Industrials: $17.7 Million
Other: $14 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293B
$131 Million 5.73% of portfolio
974,386
Q4 2024 Reduced 2.22%
$785B
$106 Million 4.64% of portfolio
262,352
Q4 2024 Reduced 4.58%
$3.51T
$91.5 Million 4.0% of portfolio
365,292
Q4 2024 Reduced 1.0%
$2.92T
$57.6 Million 2.52% of portfolio
136,679
Q4 2024 Added 1.55%
$1.01T
$48.3 Million 2.11% of portfolio
253,542
Q4 2024 Added 6.69%
$2T
$38.9 Million 1.7% of portfolio
177,450
Q4 2024 Added 3.89%
$427B
$32.8 Million 1.44% of portfolio
36,786
Q4 2024 Added 0.5%
$12.4B
$15.6 Million 0.68% of portfolio
449,416
Q4 2024 Reduced 26.08%
$359B
$14.7 Million 0.64% of portfolio
37,767
Q4 2024 Added 0.81%
$181B
$13.8 Million 0.6% of portfolio
123,515
Q4 2024 Added 0.29%
$105B
$12.8 Million 0.56% of portfolio
74,415
Q4 2024 Added 3.53%
$30.4B
$12.2 Million 0.53% of portfolio
417,388
Q4 2024 Reduced 4.66%
$410B
$9.29 Million 0.41% of portfolio
55,727
Q4 2024 Added 22.27%
$980B
$8.49 Million 0.37% of portfolio
44,831
Q4 2024 Added 11.47%
$25.3B
$7.77 Million 0.34% of portfolio
67,447
Q4 2024 Added 66.77%
$77.6B
$7.59 Million 0.33% of portfolio
32,719
Q4 2024 Added 24.32%
$173B
$7.17 Million 0.31% of portfolio
83,311
Q4 2024 Reduced 19.96%
$1.34T
$6.79 Million 0.3% of portfolio
11,514
Q4 2024 Added 8.06%
$29.4B
$6.68 Million 0.29% of portfolio
48,950
Q4 2024 Reduced 12.27%
$16.8B
$6.25 Million 0.27% of portfolio
102,111
Q4 2024 Added 0.01%
$796B
$5.03 Million 0.22% of portfolio
6,522
Q4 2024 Added 216.76%
$0
$4.8 Million 0.21% of portfolio
220,827
Q4 2024 Added 60.97%
$80.4B
$4 Million 0.18% of portfolio
10,833
Q4 2024 Added 4.43%
$402B
$3.78 Million 0.17% of portfolio
4,129
Q4 2024 Added 2.79%
$150B
$3.73 Million 0.16% of portfolio
61,769
Q4 2024 Reduced 22.74%
$17.7B
$3.46 Million 0.15% of portfolio
38,515
Q4 2024 Reduced 3.74%
$39.8B
$3.32 Million 0.15% of portfolio
5,592
Q4 2024 Reduced 2.68%
$13B
$3.41 Million 0.15% of portfolio
62,281
Q4 2024 Added 14.65%
$709B
$3.17 Million 0.14% of portfolio
13,207
Q4 2024 Added 1.58%
$176B
$3.19 Million 0.14% of portfolio
20,739
Q4 2024 Reduced 33.67%
$100B
$2.68 Million 0.12% of portfolio
25,360
Q4 2024 Reduced 7.27%
$54.6B
$2.79 Million 0.12% of portfolio
15,308
Q4 2024 Added 104.57%
$139B
$2.6 Million 0.11% of portfolio
36,253
Q4 2024 Added 2.89%
$233B
$2.56 Million 0.11% of portfolio
28,382
Q4 2024 Added 182.66%
$75.5B
$2.58 Million 0.11% of portfolio
5,507
Q4 2024 Added 2.44%
$26.2B
$2.25 Million 0.1% of portfolio
6,884
Q4 2024 Reduced 68.09%
$4.45B
$2.35 Million 0.1% of portfolio
53,750
Q3 2024 Added 13.17%
$76.3B
$1.85 Million 0.08% of portfolio
11,344
Q4 2024 Reduced 23.44%
$549B
$1.92 Million 0.08% of portfolio
6,065
Q4 2024 Added 4.35%
$169B
$1.73 Million 0.08% of portfolio
6,644
Q4 2024 Reduced 0.29%
$172B
$1.76 Million 0.08% of portfolio
14,567
Q4 2024 Reduced 11.31%
$284B
$1.79 Million 0.08% of portfolio
2,580
Q4 2024 Reduced 23.19%
$115B
$1.7 Million 0.07% of portfolio
3,505
Q4 2024 Added 10.88%
$124B
$1.55 Million 0.07% of portfolio
14,624
Q4 2024 Added 5.68%
$43.2B
$1.6 Million 0.07% of portfolio
9,001
Q4 2024 Added 10.44%
$2.56B
$1.27 Million 0.06% of portfolio
37,234
Q4 2024 Reduced 44.62%
$174B
$1.34 Million 0.06% of portfolio
2,576
Q4 2024 Added 99.54%
$140B
$1.47 Million 0.06% of portfolio
4,092
Q4 2024 Added 158.82%
$77.8B
$1.29 Million 0.06% of portfolio
3,759
Q4 2024 Added 14.05%

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $2.28 Billion
  • Prior Value $2.16 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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