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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.08 Million 0.09% of portfolio
40,962
Q4 2024 Reduced 7.1%
$0
$1.99 Million 0.09% of portfolio
8,012
Q4 2024 Added 3.84%
$0
$1.73 Million 0.08% of portfolio
40,505
Q4 2024 Reduced 0.98%
$68.7B
$1.85 Million 0.08% of portfolio
11,344
Q4 2024 Reduced 23.44%
$523B
$1.92 Million 0.08% of portfolio
6,065
Q4 2024 Added 4.35%
$146B
$1.73 Million 0.08% of portfolio
6,644
Q4 2024 Reduced 0.29%
$138B
$1.76 Million 0.08% of portfolio
14,567
Q4 2024 Reduced 11.31%
$248B
$1.79 Million 0.08% of portfolio
2,580
Q4 2024 Reduced 23.19%
$0
$1.94 Million 0.08% of portfolio
11,060
Q4 2024 Reduced 1.58%
$0
$1.88 Million 0.08% of portfolio
10,340
Q4 2024 Added 39.47%
$0
$1.57 Million 0.07% of portfolio
26,993
Q4 2024 New
$120B
$1.7 Million 0.07% of portfolio
3,505
Q4 2024 Added 10.88%
$109B
$1.52 Million 0.07% of portfolio
6,279
Q4 2024 Added 2.78%
$97.2B
$1.55 Million 0.07% of portfolio
14,624
Q4 2024 Added 5.68%
$0
$1.61 Million 0.07% of portfolio
35,250
Q4 2024 Reduced 1.21%
$0
$1.52 Million 0.07% of portfolio
3,700
Q4 2024 Added 0.87%
$2.56B
$1.27 Million 0.06% of portfolio
37,234
Q4 2024 Reduced 44.62%
$165B
$1.34 Million 0.06% of portfolio
2,576
Q4 2024 Added 99.54%
$0
$1.29 Million 0.06% of portfolio
13,415
Q4 2024 Reduced 76.74%
$0
$1.36 Million 0.06% of portfolio
8,053
Q4 2024 Added 3.82%
$0
$1.39 Million 0.06% of portfolio
22,010
Q4 2024 Added 2.74%
$128B
$1.47 Million 0.06% of portfolio
4,092
Q4 2024 Added 158.82%
$77.9B
$1.29 Million 0.06% of portfolio
3,759
Q4 2024 Added 14.05%
$0
$1.37 Million 0.06% of portfolio
6,501
Q4 2024 Added 0.28%
$133B
$1.06 Million 0.05% of portfolio
2,498
Q4 2024 Reduced 5.66%
$0
$1.07 Million 0.05% of portfolio
25,190
Q4 2024 Added 14.02%
$0
$1.09 Million 0.05% of portfolio
9,436
Q4 2024 Added 1.19%
$0
$1.16 Million 0.05% of portfolio
12,919
Q4 2024 Reduced 4.76%
$0
$1.13 Million 0.05% of portfolio
9,288
Q4 2024 Reduced 3.88%
$75B
$1.15 Million 0.05% of portfolio
4,351
Q4 2024 Added 112.45%
$160B
$1.24 Million 0.05% of portfolio
2,799
Q4 2024 Reduced 1.58%
$0
$1.03 Million 0.05% of portfolio
7,995
Q4 2024 Reduced 3.36%
$0
$1.04 Million 0.05% of portfolio
49,404
Q4 2024 Added 0.06%
$165B
$1.08 Million 0.05% of portfolio
2,073
Q4 2024 Reduced 3.85%
$178B
$914,000 0.04% of portfolio
12,091
Q4 2024 Added 8.06%
$0
$808,000 0.04% of portfolio
36,416
Q4 2024 Added 0.09%
$393B
$921,000 0.04% of portfolio
5,496
Q4 2024 Added 0.86%
$0
$818,000 0.04% of portfolio
24,999
Q4 2024 Reduced 2.06%
$0
$971,000 0.04% of portfolio
9,702
Q4 2024 Added 1.86%
$0
$803,000 0.04% of portfolio
14,028
Q4 2024 Added 41.48%
$79.4B
$836,000 0.04% of portfolio
1,968
Q4 2024 Added 13.1%
$181B
$928,000 0.04% of portfolio
3,130
Q4 2024 Added 10.02%
$297M
$1.03 Million 0.04% of portfolio
27,950
Q4 2024 Added 35.02%
$0
$1.02 Million 0.04% of portfolio
13,456
Q4 2024 Added 5.47%
$236B
$775,000 0.03% of portfolio
2,320
Q4 2024 Added 3.62%
$197B
$655,000 0.03% of portfolio
6,593
Q4 2024 Added 6.1%
$398B
$594,000 0.03% of portfolio
1,176
Q4 2024 Added 2.26%
$296B
$602,000 0.03% of portfolio
13,717
Q4 2024 Added 0.71%
$2.97B
$584,000 0.03% of portfolio
2,017
Q4 2024 Added 2.91%

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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