Gerber-Kawasaki-Wealth--Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KTOS",
  null,
  "ONON",
  "SNOW",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  null,
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "SENS",
  "SCHH",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "NBB",
  null,
  "GD",
  "MUC",
  "HON",
  "HD",
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "QCOM",
  "GENI",
  null,
  "ISRG",
  "LEN",
  "RIVN",
  null,
  "MUB",
  "META",
  null,
  "VVR",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "MA",
  "MSFT",
  null,
  "GE",
  "GPC",
  null,
  "HIG",
  "BX",
  "HSY",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  null,
  "VGIT",
  "VHT",
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "IRM",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "LPLA",
  null,
  "JPC",
  "AMGN",
  "MSTR",
  "IOT",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHOP",
  "SRE",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TMO",
  "TRV",
  "UBER",
  "VO",
  "AAOI",
  null,
  null,
  "VWO",
  null,
  "SBAC",
  null,
  null,
  "VIG",
  null,
  "TOST",
  "NTNX",
  "IWO",
  null,
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  null,
  "FSK",
  "VYM",
  null,
  "EA",
  "TT",
  "AEE",
  null,
  "AXON",
  "AMD",
  "SDY",
  "DECK",
  "WM",
  null,
  null,
  "RACE",
  "NVO",
  null,
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "VXUS",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  null,
  "ZIP",
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "MGM",
  "TTD",
  "CRM",
  "SNAP",
  "RBLX",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "GEV",
  "MELI",
  "SPYV",
  "ESGU",
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "NET",
  "KO",
  "CL",
  "COP",
  "COST",
  "CRWD",
  "DELL",
  "DE",
  null,
  null,
  null,
  "DLR",
  "DOCU",
  "RSP",
  null,
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  null,
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 292
Total Value: 2225757204
Accession Number: 0001666736-25-000006
Form Type: 13F-HR
CIK: gerber-kawasaki-wealth--investment-management
Manager Name: Gerber-Kawasaki-Wealth--Investment-Management

Data Enrichment

65% identified

191 identified101 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

292 positions • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46138G649

Shares:—

Value:$162.1M

% of Portfolio:7.3% ($162.1M/$2.2B)

78464A409

SPYG|78464A409

Shares:—

Value:$114.5M

% of Portfolio:5.1% ($114.5M/$2.2B)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$105.7M

% of Portfolio:4.7% ($105.7M/$2.2B)

78464A508

SPYV|78464A508

Shares:—

Value:$102.8M

% of Portfolio:4.6% ($102.8M/$2.2B)

464287226

Shares:—

Value:$83.8M

% of Portfolio:3.8% ($83.8M/$2.2B)

Apple Inc.

AAPL|037833100

Shares:—

Value:$83.7M

% of Portfolio:3.8% ($83.7M/$2.2B)

46432F834

IXUS|46432F834

Shares:—

Value:$69.8M

% of Portfolio:3.1% ($69.8M/$2.2B)

81369Y803

XLK|81369Y803

Shares:—

Value:$67.4M

% of Portfolio:3.0% ($67.4M/$2.2B)

Tesla, Inc.

TSLA|88160R101

Shares:—

Value:$61.1M

% of Portfolio:2.7% ($61.1M/$2.2B)

808524797

SCHD|808524797

Shares:—

Value:$53.9M

% of Portfolio:2.4% ($53.9M/$2.2B)

81369Y605

Shares:—

Value:$51.6M

% of Portfolio:2.3% ($51.6M/$2.2B)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$51.3M

% of Portfolio:2.3% ($51.3M/$2.2B)

81369Y209

Shares:—

Value:$48.8M

% of Portfolio:2.2% ($48.8M/$2.2B)

81369Y407

Shares:—

Value:$47.6M

% of Portfolio:2.1% ($47.6M/$2.2B)

78468R804

Shares:—

Value:$45.4M

% of Portfolio:2.0% ($45.4M/$2.2B)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$41.5M

% of Portfolio:1.9% ($41.5M/$2.2B)

78464A144

Shares:—

Value:$38.5M

% of Portfolio:1.7% ($38.5M/$2.2B)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$34.7M

% of Portfolio:1.6% ($34.7M/$2.2B)

NETFLIX INC

NFLX|64110L106

Shares:—

Value:$33.4M

% of Portfolio:1.5% ($33.4M/$2.2B)

46138E206

Shares:—

Value:$31.3M

% of Portfolio:1.4% ($31.3M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G649)✕	—	QoQ - YoY -	All Managers (Combined)	$162.1M	7.3% ($162.1M/$2.2B)	QoQ -4.99% (-$8.5M) YoY +25.23% (+$32.7M)
(SPYGcusip78464A409)	—	QoQ - YoY -	All Managers (Combined)	$114.5M	5.1% ($114.5M/$2.2B)	QoQ -5.84% (-$7.1M) YoY +263.40% (+$83.0M)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$105.7M	4.7% ($105.7M/$2.2B)	QoQ -19.21% (-$25.1M) YoY -6.03% (-$6.8M)
(SPYVcusip78464A508)	—	QoQ - YoY -	All Managers (Combined)	$102.8M	4.6% ($102.8M/$2.2B)	QoQ +7.77% (+$7.4M) YoY +27.41% (+$22.1M)
(cusip464287226)✕	—	QoQ - YoY -	All Managers (Combined)	$83.8M	3.8% ($83.8M/$2.2B)	QoQ +12.92% (+$9.6M) YoY +2297.67% (+$80.3M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$83.7M	3.8% ($83.7M/$2.2B)	QoQ -8.53% (-$7.8M) YoY +34.22% (+$21.3M)
(IXUScusip46432F834)	—	QoQ - YoY -	All Managers (Combined)	$69.8M	3.1% ($69.8M/$2.2B)	QoQ +27.41% (+$15.0M) YoY +67.47% (+$28.1M)
(XLKcusip81369Y803)	—	QoQ - YoY -	All Managers (Combined)	$67.4M	3.0% ($67.4M/$2.2B)	QoQ -8.04% (-$5.9M) YoY -13.70% (-$10.7M)
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ - YoY -	All Managers (Combined)	$61.1M	2.7% ($61.1M/$2.2B)	QoQ -42.29% (-$44.8M) YoY +4.76% (+$2.8M)
(SCHDcusip808524797)	—	QoQ - YoY -	All Managers (Combined)	$53.9M	2.4% ($53.9M/$2.2B)	QoQ +3.28% (+$1.7M) YoY +1.29% (+$689.9K)
(cusip81369Y605)✕	—	QoQ - YoY -	All Managers (Combined)	$51.6M	2.3% ($51.6M/$2.2B)	QoQ +1.44% (+$733.2K) YoY +35.84% (+$13.6M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$51.3M	2.3% ($51.3M/$2.2B)	QoQ -10.87% (-$6.3M) YoY -8.01% (-$4.5M)
(cusip81369Y209)✕	—	QoQ - YoY -	All Managers (Combined)	$48.8M	2.2% ($48.8M/$2.2B)	QoQ +11.72% (+$5.1M) YoY +1.79% (+$860.1K)
(cusip81369Y407)✕	—	QoQ - YoY -	All Managers (Combined)	$47.6M	2.1% ($47.6M/$2.2B)	QoQ -13.15% (-$7.2M) YoY +13.68% (+$5.7M)
(cusip78468R804)✕	—	QoQ - YoY -	All Managers (Combined)	$45.4M	2.0% ($45.4M/$2.2B)	QoQ +9.61% (+$4.0M) YoY -0.79% (-$361.9K)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$41.5M	1.9% ($41.5M/$2.2B)	QoQ -14.03% (-$6.8M) YoY +19.20% (+$6.7M)
(cusip78464A144)✕	—	QoQ - YoY -	All Managers (Combined)	$38.5M	1.7% ($38.5M/$2.2B)	QoQ +12.04% (+$4.1M) YoY +51.60% (+$13.1M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$34.7M	1.6% ($34.7M/$2.2B)	QoQ -10.75% (-$4.2M) YoY +30.33% (+$8.1M)
NETFLIX INC(NFLXcusip64110L106)	—	QoQ - YoY -	All Managers (Combined)	$33.4M	1.5% ($33.4M/$2.2B)	QoQ +1.77% (+$582.5K) YoY +46.92% (+$10.7M)
(cusip46138E206)✕	—	QoQ - YoY -	All Managers (Combined)	$31.3M	1.4% ($31.3M/$2.2B)	QoQ +3.03% (+$923.2K) YoY +29.90% (+$7.2M)