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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$327B
$121 Million 5.59% of portfolio
996,537
Q3 2024 Reduced 6.08%
$3.81T
$85.9 Million 3.97% of portfolio
368,983
Q3 2024 Added 1.06%
$1.06T
$71.9 Million 3.33% of portfolio
274,931
Q3 2024 Reduced 5.47%
$3.05T
$57.9 Million 2.68% of portfolio
134,593
Q3 2024 Added 0.46%
$1.13T
$39.7 Million 1.84% of portfolio
237,633
Q3 2024 Added 3.3%
$2.33T
$31.8 Million 1.47% of portfolio
170,800
Q3 2024 Added 9.67%
$457B
$26 Million 1.2% of portfolio
36,602
Q3 2024 Reduced 2.19%
$13.5B
$23.8 Million 1.1% of portfolio
607,967
Q3 2024 Reduced 2.65%
$417B
$15.2 Million 0.7% of portfolio
37,464
Q3 2024 Reduced 0.66%
$28.7B
$14.6 Million 0.67% of portfolio
437,806
Q3 2024 Reduced 1.18%
$185B
$12.4 Million 0.57% of portfolio
104,084
Q3 2024 Added 7.35%
$199B
$11.8 Million 0.55% of portfolio
123,159
Q3 2024 Reduced 5.05%
$114B
$11 Million 0.51% of portfolio
71,877
Q3 2024 Added 0.33%
$31B
$10.5 Million 0.48% of portfolio
55,795
Q3 2024 Added 8.17%
$464B
$7.76 Million 0.36% of portfolio
45,576
Q3 2024 Added 8.13%
$1.1T
$6.67 Million 0.31% of portfolio
40,219
Q3 2024 Reduced 2.83%
$157B
$6.01 Million 0.28% of portfolio
79,945
Q3 2024 Reduced 5.05%
$16.2B
$6.05 Million 0.28% of portfolio
102,105
Q3 2024 Added 37.78%
$1.62T
$6.1 Million 0.28% of portfolio
10,655
Q3 2024 Added 16.96%
$191B
$5.32 Million 0.25% of portfolio
31,266
Q3 2024 Reduced 6.45%
$29.3B
$5.02 Million 0.23% of portfolio
21,574
Q3 2024 Reduced 24.08%
$29.3B
$4.79 Million 0.22% of portfolio
40,442
Q3 2024 Reduced 38.77%
$95.7B
$4.54 Million 0.21% of portfolio
26,318
Q3 2024 Added 1,565.7%
$83.8B
$4.03 Million 0.19% of portfolio
10,373
Q3 2024 Added 4.04%
$471B
$3.56 Million 0.16% of portfolio
4,017
Q3 2024 Added 7.23%
$111B
$3.45 Million 0.16% of portfolio
27,349
Q3 2024 Reduced 0.22%
$136B
$2.98 Million 0.14% of portfolio
35,234
Q3 2024 Reduced 1.39%
$0
$2.71 Million 0.13% of portfolio
137,184
Q3 2024 Added 29.04%
$81.4B
$2.89 Million 0.13% of portfolio
14,817
Q3 2024 Reduced 10.16%
$300B
$2.8 Million 0.13% of portfolio
3,359
Q3 2024 Reduced 5.65%
$808B
$2.74 Million 0.13% of portfolio
13,001
Q3 2024 Reduced 2.17%
$15.2B
$2.72 Million 0.13% of portfolio
54,321
Q3 2024 Added 13.72%
$72.5B
$2.84 Million 0.13% of portfolio
5,376
Q3 2024 Reduced 9.89%
$6.18B
$2.59 Million 0.12% of portfolio
53,750
Q3 2024 Added 13.17%
$58.9B
$2.56 Million 0.12% of portfolio
7,483
Q3 2024 Added 3.09%
$180B
$2.7 Million 0.12% of portfolio
16,425
Q3 2024 Added 3.4%
$47.3B
$2.3 Million 0.11% of portfolio
5,746
Q3 2024 Reduced 4.39%
$2.52B
$2.28 Million 0.11% of portfolio
67,234
Q3 2024 Reduced 32.06%
$17.7B
$2.48 Million 0.11% of portfolio
40,013
Q3 2024 Reduced 27.26%
$158B
$2.15 Million 0.1% of portfolio
6,663
Q3 2024 Reduced 3.84%
$116B
$1.85 Million 0.09% of portfolio
3,161
Q3 2024 Reduced 0.19%
$71.2B
$1.64 Million 0.08% of portfolio
1,561
Q3 2024 Added 26.81%
$829B
$1.82 Million 0.08% of portfolio
2,059
Q3 2024 Added 10.46%
$215B
$1.47 Million 0.07% of portfolio
2,844
Q3 2024 Reduced 1.49%
$575B
$1.6 Million 0.07% of portfolio
5,812
Q3 2024 Reduced 1.19%
$211B
$1.33 Million 0.06% of portfolio
2,156
Q3 2024 Reduced 5.19%
$46.9B
$1.32 Million 0.06% of portfolio
8,150
Q3 2024 Added 14.26%
$2.07B
$1.08 Million 0.05% of portfolio
8,047
Q3 2024 Reduced 0.41%
$143B
$1.11 Million 0.05% of portfolio
13,838
Q3 2024 Reduced 12.36%

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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