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,
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  "NTNX",
  "IWO",
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  "EA",
  "TT",
  "AEE",
  null,
  "AXON",
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  "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,
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  "MGM",
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  "CRM",
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  "RBLX",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "GEV",
  "MELI",
  "SPYV",
  "ESGU",
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "NET",
  "KO",
  "CL",
  "COP",
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  "CRWD",
  "DELL",
  "DE",
  null,
  null,
  null,
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  null,
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  "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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Arista Networks, Inc.

ANET|040413205

Shares:—

Value:$559.4K

% of Portfolio:0.0% ($559.4K/$2.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$558.0K

% of Portfolio:0.0% ($558.0K/$2.2B)

PFIZER INC

PFE|717081103

Shares:—

Value:$547.9K

% of Portfolio:0.0% ($547.9K/$2.2B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:—

Value:$537.9K

% of Portfolio:0.0% ($537.9K/$2.2B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:—

Value:$535.2K

% of Portfolio:0.0% ($535.2K/$2.2B)

464287242

Shares:—

Value:$532.2K

% of Portfolio:0.0% ($532.2K/$2.2B)

33740F862

Shares:—

Value:$523.6K

% of Portfolio:0.0% ($523.6K/$2.2B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:—

Value:$514.7K

% of Portfolio:0.0% ($514.7K/$2.2B)

46435G409

Shares:—

Value:$513.1K

% of Portfolio:0.0% ($513.1K/$2.2B)

GENUINE PARTS CO

GPC|372460105

Shares:—

Value:$494.8K

% of Portfolio:0.0% ($494.8K/$2.2B)

CATERPILLAR INC

CAT|149123101

Shares:—

Value:$494.1K

% of Portfolio:0.0% ($494.1K/$2.2B)

Cloudflare, Inc.

NET|18915M107

Shares:—

Value:$490.2K

% of Portfolio:0.0% ($490.2K/$2.2B)

464287622

IWB|464287622

Shares:—

Value:$467.8K

% of Portfolio:0.0% ($467.8K/$2.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:—

Value:$464.6K

% of Portfolio:0.0% ($464.6K/$2.2B)

33740U612

Shares:—

Value:$458.4K

% of Portfolio:0.0% ($458.4K/$2.2B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:—

Value:$454.5K

% of Portfolio:0.0% ($454.5K/$2.2B)

78467V707

Shares:—

Value:$454.1K

% of Portfolio:0.0% ($454.1K/$2.2B)

ELECTRONIC ARTS INC.

EA|285512109

Shares:—

Value:$453.9K

% of Portfolio:0.0% ($453.9K/$2.2B)

TKO Group Holdings, Inc.

TKO|87256C101

Shares:—

Value:$451.4K

% of Portfolio:0.0% ($451.4K/$2.2B)

Nuveen Taxable Municipal Income Fund

NBB|67074C103

Shares:—

Value:$447.9K

% of Portfolio:0.0% ($447.9K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arista Networks, Inc.(ANETcusip040413205)	—	QoQ - YoY NEW	All Managers (Combined)	$559.4K	0.0% ($559.4K/$2.2B)	QoQ -29.78% (-$237.3K) YoY NEW(+$559.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$558.0K	0.0% ($558.0K/$2.2B)	QoQ +25.20% (+$112.3K) YoY +19.48% (+$91.0K)
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY -	All Managers (Combined)	$547.9K	0.0% ($547.9K/$2.2B)	QoQ +0.08% (+$447) YoY -2.55% (-$14.4K)
MICROSTRATEGY Inc(MSTRcusip594972408)	—	QoQ - YoY -	All Managers (Combined)	$537.9K	0.0% ($537.9K/$2.2B)	QoQ -7.91% (-$46.3K) YoY +59.38% (+$200.4K)
IRON MOUNTAIN INC(IRMcusip46284V101)	—	QoQ - YoY -	All Managers (Combined)	$535.2K	0.0% ($535.2K/$2.2B)	QoQ -17.57% (-$114.2K) YoY +5.20% (+$26.5K)
(cusip464287242)✕	—	QoQ - YoY -	All Managers (Combined)	$532.2K	0.0% ($532.2K/$2.2B)	QoQ +29.78% (+$122.1K) YoY +51.50% (+$180.9K)
(cusip33740F862)✕	—	QoQ - YoY -	All Managers (Combined)	$523.6K	0.0% ($523.6K/$2.2B)	QoQ -2.26% (-$12.1K) YoY +20.05% (+$87.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	—	QoQ - YoY NEW	All Managers (Combined)	$514.7K	0.0% ($514.7K/$2.2B)	QoQ +65.44% (+$203.6K) YoY NEW(+$514.7K)
(cusip46435G409)✕	—	QoQ - YoY -	All Managers (Combined)	$513.1K	0.0% ($513.1K/$2.2B)	QoQ +12.04% (+$55.1K) YoY +20.78% (+$88.3K)
GENUINE PARTS CO(GPCcusip372460105)	—	QoQ - YoY -	All Managers (Combined)	$494.8K	0.0% ($494.8K/$2.2B)	QoQ +6.88% (+$31.9K) YoY -23.53% (-$152.3K)
CATERPILLAR INC(CATcusip149123101)	—	QoQ - YoY -	All Managers (Combined)	$494.1K	0.0% ($494.1K/$2.2B)	QoQ -3.74% (-$19.2K) YoY +2.08% (+$10.1K)
Cloudflare, Inc.(NETcusip18915M107)	—	QoQ - YoY -	All Managers (Combined)	$490.2K	0.0% ($490.2K/$2.2B)	QoQ +1.34% (+$6.5K) YoY +39.69% (+$139.3K)
(IWBcusip464287622)	—	QoQ - YoY -	All Managers (Combined)	$467.8K	0.0% ($467.8K/$2.2B)	QoQ -6.26% (-$31.3K) YoY +13.17% (+$54.4K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	—	QoQ - YoY -	All Managers (Combined)	$464.6K	0.0% ($464.6K/$2.2B)	QoQ +56.22% (+$167.2K) YoY +77.09% (+$202.2K)
(cusip33740U612)✕	—	QoQ - YoY NEW	All Managers (Combined)	$458.4K	0.0% ($458.4K/$2.2B)	QoQ +1.55% (+$7.0K) YoY NEW(+$458.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	—	QoQ - YoY -	All Managers (Combined)	$454.5K	0.0% ($454.5K/$2.2B)	QoQ -23.96% (-$143.3K) YoY -18.55% (-$103.5K)
(cusip78467V707)✕	—	QoQ - YoY -	All Managers (Combined)	$454.1K	0.0% ($454.1K/$2.2B)	QoQ +10.57% (+$43.4K) YoY +5.08% (+$22.0K)
ELECTRONIC ARTS INC.(EAcusip285512109)	—	QoQ - YoY -	All Managers (Combined)	$453.9K	0.0% ($453.9K/$2.2B)	QoQ -24.99% (-$151.3K) YoY -35.56% (-$250.5K)
TKO Group Holdings, Inc.(TKOcusip87256C101)	—	QoQ NEW YoY NEW	All Managers (Combined)	$451.4K	0.0% ($451.4K/$2.2B)	QoQ NEW(+$451.4K) YoY NEW(+$451.4K)
Nuveen Taxable Municipal Income Fund(NBBcusip67074C103)	—	QoQ - YoY -	All Managers (Combined)	$447.9K	0.0% ($447.9K/$2.2B)	QoQ +32.30% (+$109.4K) YoY +36.91% (+$120.8K)