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

Page 11 of 15

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14020Y102

Shares:—

Value:$442.6K

% of Portfolio:0.0% ($442.6K/$2.2B)

464287150

ITOT|464287150

Shares:—

Value:$438.0K

% of Portfolio:0.0% ($438.0K/$2.2B)

46434G103

IEMG|46434G103

Shares:—

Value:$429.9K

% of Portfolio:0.0% ($429.9K/$2.2B)

APPLIED OPTOELECTRONICS, INC.

AAOI|03823U102

Shares:—

Value:$429.0K

% of Portfolio:0.0% ($429.0K/$2.2B)

46091J101

Shares:—

Value:$427.5K

% of Portfolio:0.0% ($427.5K/$2.2B)

464287614

IWF|464287614

Shares:—

Value:$423.8K

% of Portfolio:0.0% ($423.8K/$2.2B)

464288885

EFG|464288885

Shares:—

Value:$415.4K

% of Portfolio:0.0% ($415.4K/$2.2B)

14020Y201

Shares:—

Value:$412.8K

% of Portfolio:0.0% ($412.8K/$2.2B)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:—

Value:$407.9K

% of Portfolio:0.0% ($407.9K/$2.2B)

Snowflake Inc.

SNOW|833445109

Shares:—

Value:$404.6K

% of Portfolio:0.0% ($404.6K/$2.2B)

25434V401

Shares:—

Value:$394.7K

% of Portfolio:0.0% ($394.7K/$2.2B)

BOEING CO

BA|097023105

Shares:—

Value:$394.3K

% of Portfolio:0.0% ($394.3K/$2.2B)

46137V100

Shares:—

Value:$386.0K

% of Portfolio:0.0% ($386.0K/$2.2B)

UNITED RENTALS, INC.

URI|911363109

Shares:—

Value:$381.8K

% of Portfolio:0.0% ($381.8K/$2.2B)

67092P870

Shares:—

Value:$378.7K

% of Portfolio:0.0% ($378.7K/$2.2B)

Motorola Solutions, Inc.

MSI|620076307

Shares:—

Value:$371.3K

% of Portfolio:0.0% ($371.3K/$2.2B)

601137102

Shares:—

Value:$371.0K

% of Portfolio:0.0% ($371.0K/$2.2B)

14020Y300

Shares:—

Value:$369.0K

% of Portfolio:0.0% ($369.0K/$2.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:—

Value:$364.1K

% of Portfolio:0.0% ($364.1K/$2.2B)

92204A504

VHT|92204A504

Shares:—

Value:$355.5K

% of Portfolio:0.0% ($355.5K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14020Y102)✕	—	QoQ - YoY -	All Managers (Combined)	$442.6K	0.0% ($442.6K/$2.2B)	QoQ -45.24% (-$365.8K) YoY +55.96% (+$158.8K)
(ITOTcusip464287150)	—	QoQ - YoY -	All Managers (Combined)	$438.0K	0.0% ($438.0K/$2.2B)	QoQ +0.71% (+$3.1K) YoY +94.51% (+$212.8K)
(IEMGcusip46434G103)	—	QoQ - YoY -	All Managers (Combined)	$429.9K	0.0% ($429.9K/$2.2B)	QoQ +10.75% (+$41.7K) YoY -6.48% (-$29.8K)
APPLIED OPTOELECTRONICS, INC.(AAOIcusip03823U102)	—	QoQ - YoY NEW	All Managers (Combined)	$429.0K	0.0% ($429.0K/$2.2B)	QoQ -58.35% (-$601.2K) YoY NEW(+$429.0K)
(cusip46091J101)✕	—	QoQ - YoY NEW	All Managers (Combined)	$427.5K	0.0% ($427.5K/$2.2B)	QoQ -30.57% (-$188.3K) YoY NEW(+$427.5K)
(IWFcusip464287614)	—	QoQ - YoY -	All Managers (Combined)	$423.8K	0.0% ($423.8K/$2.2B)	QoQ -7.46% (-$34.2K) YoY +29.49% (+$96.5K)
(EFGcusip464288885)	—	QoQ - YoY -	All Managers (Combined)	$415.4K	0.0% ($415.4K/$2.2B)	QoQ +3.39% (+$13.7K) YoY +33.70% (+$104.7K)
(cusip14020Y201)✕	—	QoQ - YoY NEW	All Managers (Combined)	$412.8K	0.0% ($412.8K/$2.2B)	QoQ -10.31% (-$47.5K) YoY NEW(+$412.8K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	—	QoQ - YoY -	All Managers (Combined)	$407.9K	0.0% ($407.9K/$2.2B)	QoQ +11.03% (+$40.5K) YoY +5.40% (+$20.9K)
Snowflake Inc.(SNOWcusip833445109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$404.6K	0.0% ($404.6K/$2.2B)	QoQ NEW(+$404.6K) YoY NEW(+$404.6K)
(cusip25434V401)✕	—	QoQ - YoY -	All Managers (Combined)	$394.7K	0.0% ($394.7K/$2.2B)	QoQ -4.91% (-$20.4K) YoY +7.02% (+$25.9K)
BOEING CO(BAcusip097023105)	—	QoQ NEW YoY -	All Managers (Combined)	$394.3K	0.0% ($394.3K/$2.2B)	QoQ NEW(+$394.3K) YoY +64.63% (+$154.8K)
(cusip46137V100)✕	—	QoQ - YoY NEW	All Managers (Combined)	$386.0K	0.0% ($386.0K/$2.2B)	QoQ -5.42% (-$22.1K) YoY NEW(+$386.0K)
UNITED RENTALS, INC.(URIcusip911363109)	—	QoQ - YoY -	All Managers (Combined)	$381.8K	0.0% ($381.8K/$2.2B)	QoQ -15.18% (-$68.3K) YoY -18.18% (-$84.8K)
(cusip67092P870)✕	—	QoQ - YoY NEW	All Managers (Combined)	$378.7K	0.0% ($378.7K/$2.2B)	QoQ +11.86% (+$40.2K) YoY NEW(+$378.7K)
Motorola Solutions, Inc.(MSIcusip620076307)	—	QoQ NEW YoY NEW	All Managers (Combined)	$371.3K	0.0% ($371.3K/$2.2B)	QoQ NEW(+$371.3K) YoY NEW(+$371.3K)
(cusip601137102)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$371.0K	0.0% ($371.0K/$2.2B)	QoQ NEW(+$371.0K) YoY NEW(+$371.0K)
(cusip14020Y300)✕	—	QoQ - YoY NEW	All Managers (Combined)	$369.0K	0.0% ($369.0K/$2.2B)	QoQ -11.81% (-$49.5K) YoY NEW(+$369.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	—	QoQ - YoY -	All Managers (Combined)	$364.1K	0.0% ($364.1K/$2.2B)	QoQ +14.03% (+$44.8K) YoY +127.88% (+$204.3K)
(VHTcusip92204A504)	—	QoQ - YoY -	All Managers (Combined)	$355.5K	0.0% ($355.5K/$2.2B)	QoQ -7.71% (-$29.7K) YoY +26.55% (+$74.6K)