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
$145B
$1.06 Million 0.05% of portfolio
2,498
Q4 2024 Reduced 5.66%
$66.4B
$1.15 Million 0.05% of portfolio
4,351
Q4 2024 Added 112.45%
$214B
$1.24 Million 0.05% of portfolio
2,799
Q4 2024 Reduced 1.58%
$208B
$1.08 Million 0.05% of portfolio
2,073
Q4 2024 Reduced 3.85%
$234B
$914,000 0.04% of portfolio
12,091
Q4 2024 Added 8.06%
$386B
$921,000 0.04% of portfolio
5,496
Q4 2024 Added 0.86%
$92.1B
$836,000 0.04% of portfolio
1,968
Q4 2024 Added 13.1%
$232B
$928,000 0.04% of portfolio
3,130
Q4 2024 Added 10.02%
$747M
$1.03 Million 0.04% of portfolio
27,950
Q4 2024 Added 35.02%
$327B
$775,000 0.03% of portfolio
2,320
Q4 2024 Added 3.62%
$210B
$655,000 0.03% of portfolio
6,593
Q4 2024 Added 6.1%
$490B
$594,000 0.03% of portfolio
1,176
Q4 2024 Added 2.26%
$377B
$602,000 0.03% of portfolio
13,717
Q4 2024 Added 0.71%
$3.16B
$584,000 0.03% of portfolio
2,017
Q4 2024 Added 2.91%
$639M
$585,000 0.03% of portfolio
80,828
Q3 2024 New
$341B
$733,000 0.03% of portfolio
4,130
Q4 2024 Added 2.28%
$35.6B
$664,000 0.03% of portfolio
5,653
Q4 2024 Added 1.47%
$451B
$644,000 0.03% of portfolio
5,988
Q4 2024 Added 3.05%
$177B
$620,000 0.03% of portfolio
3,187
Q4 2024 Added 1.79%
$17.2B
$656,000 0.03% of portfolio
6,693
Q4 2024 Added 9.13%
$130B
$591,000 0.03% of portfolio
6,487
Q4 2024 Added 13.07%
$27.7B
$649,000 0.03% of portfolio
6,178
Q4 2024 Added 0.19%
$36B
$605,000 0.03% of portfolio
4,136
Q4 2024 Reduced 0.6%
$199B
$744,000 0.03% of portfolio
702
Q4 2024 Added 1.15%
$304B
$704,000 0.03% of portfolio
4,865
Q4 2024 Added 5.71%
$22.2B
$367,000 0.02% of portfolio
1,802
Q4 2024 Added 0.9%
$51.4B
$450,000 0.02% of portfolio
639
Q4 2024 Reduced 1.69%
$58.9B
$350,000 0.02% of portfolio
2,591
Q4 2024 Added 54.5%
$20.3B
$473,000 0.02% of portfolio
7,700
Q2 2023 New
$180B
$470,000 0.02% of portfolio
4,064
Q4 2024 Added 1.47%
$13.1B
$370,000 0.02% of portfolio
10,165
Q4 2024 New
$143B
$547,000 0.02% of portfolio
20,636
Q4 2024 Added 0.15%
$17.6B
$462,000 0.02% of portfolio
3,964
Q4 2024 Reduced 4.09%
$48.4B
$483,000 0.02% of portfolio
4,492
Q4 2024 Added 17.53%
$298B
$406,000 0.02% of portfolio
6,535
Q4 2024 Added 4.56%
$4.11B
$386,000 0.02% of portfolio
1,902
Q4 2024 Added 4.62%
$1.96B
$448,000 0.02% of portfolio
51,880
Q4 2024 New
$187B
$513,000 0.02% of portfolio
1,415
Q4 2024 Added 6.15%
$198B
$451,000 0.02% of portfolio
2,972
Q4 2024 Added 12.62%
$539B
$502,000 0.02% of portfolio
955
Q4 2024 Added 10.79%
$3.42B
$456,000 0.02% of portfolio
17,313
Q4 2024 New
$408B
$445,000 0.02% of portfolio
3,082
Q4 2024 Added 3.7%
$106B
$499,000 0.02% of portfolio
294
Q4 2024 Added 0.68%
$1.8B
$184,000 0.01% of portfolio
18,924
Q4 2024 New
$94B
$218,000 0.01% of portfolio
592
Q4 2024 Added 4.23%
$88.2B
$201,000 0.01% of portfolio
1,097
Q4 2024 Added 4.18%
$93.5B
$301,000 0.01% of portfolio
1,493
Q4 2024 Added 3.32%
$0
$338,000 0.01% of portfolio
22,599
Q4 2024 Reduced 3.63%
$1.06T
$297,000 0.01% of portfolio
1,505
Q4 2024 Added 1.83%

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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