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 12 of 15

Sort by:

25434V724

Shares:—

Value:$355.5K

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

46432F339

QUAL|46432F339

Shares:—

Value:$352.9K

% of Portfolio:0.0% ($352.9K/$2.2B)

922908751

VB|922908751

Shares:—

Value:$351.1K

% of Portfolio:0.0% ($351.1K/$2.2B)

808524805

SCHF|808524805

Shares:—

Value:$348.4K

% of Portfolio:0.0% ($348.4K/$2.2B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:—

Value:$348.0K

% of Portfolio:0.0% ($348.0K/$2.2B)

Pure Storage, Inc.

PSTG|74624M102

Shares:—

Value:$340.9K

% of Portfolio:0.0% ($340.9K/$2.2B)

ZIPRECRUITER, INC.

ZIP|98980B103

Shares:—

Value:$340.6K

% of Portfolio:0.0% ($340.6K/$2.2B)

Toast, Inc.

TOST|888787108

Shares:—

Value:$337.2K

% of Portfolio:0.0% ($337.2K/$2.2B)

Elevance Health, Inc.

ELV|036752103

Shares:—

Value:$337.1K

% of Portfolio:0.0% ($337.1K/$2.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:—

Value:$336.5K

% of Portfolio:0.0% ($336.5K/$2.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:—

Value:$332.7K

% of Portfolio:0.0% ($332.7K/$2.2B)

464287168

DVY|464287168

Shares:—

Value:$330.9K

% of Portfolio:0.0% ($330.9K/$2.2B)

25434V807

Shares:—

Value:$330.2K

% of Portfolio:0.0% ($330.2K/$2.2B)

78468R788

Shares:—

Value:$315.9K

% of Portfolio:0.0% ($315.9K/$2.2B)

33740F664

Shares:—

Value:$313.5K

% of Portfolio:0.0% ($313.5K/$2.2B)

464287408

IVE|464287408

Shares:—

Value:$311.2K

% of Portfolio:0.0% ($311.2K/$2.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:—

Value:$310.5K

% of Portfolio:0.0% ($310.5K/$2.2B)

46138G706

Shares:—

Value:$306.5K

% of Portfolio:0.0% ($306.5K/$2.2B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:—

Value:$306.2K

% of Portfolio:0.0% ($306.2K/$2.2B)

Trade Desk, Inc.

TTD|88339J105

Shares:—

Value:$304.2K

% of Portfolio:0.0% ($304.2K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V724)✕	—	QoQ - YoY -	All Managers (Combined)	$355.5K	0.0% ($355.5K/$2.2B)	QoQ +1.11% (+$3.9K) YoY +1.63% (+$5.7K)
(QUALcusip46432F339)	—	QoQ - YoY -	All Managers (Combined)	$352.9K	0.0% ($352.9K/$2.2B)	QoQ -3.92% (-$14.4K) YoY +11.61% (+$36.7K)
(VBcusip922908751)	—	QoQ - YoY -	All Managers (Combined)	$351.1K	0.0% ($351.1K/$2.2B)	QoQ +1.37% (+$4.8K) YoY +5.27% (+$17.6K)
(SCHFcusip808524805)	—	QoQ - YoY NEW	All Managers (Combined)	$348.4K	0.0% ($348.4K/$2.2B)	QoQ +27.17% (+$74.4K) YoY NEW(+$348.4K)
WASTE MANAGEMENT INC(WMcusip94106L109)	—	QoQ - YoY -	All Managers (Combined)	$348.0K	0.0% ($348.0K/$2.2B)	QoQ +15.44% (+$46.6K) YoY +16.63% (+$49.6K)
Pure Storage, Inc.(PSTGcusip74624M102)	—	QoQ - YoY -	All Managers (Combined)	$340.9K	0.0% ($340.9K/$2.2B)	QoQ -27.93% (-$132.1K) YoY -14.84% (-$59.4K)
ZIPRECRUITER, INC.(ZIPcusip98980B103)	—	QoQ - YoY -	All Managers (Combined)	$340.6K	0.0% ($340.6K/$2.2B)	QoQ -41.79% (-$244.6K) YoY -71.14% (-$840.0K)
Toast, Inc.(TOSTcusip888787108)	—	QoQ - YoY NEW	All Managers (Combined)	$337.2K	0.0% ($337.2K/$2.2B)	QoQ -8.99% (-$33.3K) YoY NEW(+$337.2K)
Elevance Health, Inc.(ELVcusip036752103)	—	QoQ - YoY -	All Managers (Combined)	$337.1K	0.0% ($337.1K/$2.2B)	QoQ +54.18% (+$118.5K) YoY +15.14% (+$44.3K)
COLGATE PALMOLIVE CO(CLcusip194162103)	—	QoQ - YoY -	All Managers (Combined)	$336.5K	0.0% ($336.5K/$2.2B)	QoQ +3.16% (+$10.3K) YoY +24.56% (+$66.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	—	QoQ - YoY -	All Managers (Combined)	$332.7K	0.0% ($332.7K/$2.2B)	QoQ +13.00% (+$38.3K) YoY -5.73% (-$20.2K)
(DVYcusip464287168)	—	QoQ - YoY NEW	All Managers (Combined)	$330.9K	0.0% ($330.9K/$2.2B)	QoQ +35.37% (+$86.5K) YoY NEW(+$330.9K)
(cusip25434V807)✕	—	QoQ - YoY -	All Managers (Combined)	$330.2K	0.0% ($330.2K/$2.2B)	QoQ +11.32% (+$33.6K) YoY +9.23% (+$27.9K)
(cusip78468R788)✕	—	QoQ - YoY -	All Managers (Combined)	$315.9K	0.0% ($315.9K/$2.2B)	QoQ +2.36% (+$7.3K) YoY -27.39% (-$119.2K)
(cusip33740F664)✕	—	QoQ - YoY -	All Managers (Combined)	$313.5K	0.0% ($313.5K/$2.2B)	QoQ -2.65% (-$8.5K) YoY +1.08% (+$3.4K)
(IVEcusip464287408)	—	QoQ - YoY -	All Managers (Combined)	$311.2K	0.0% ($311.2K/$2.2B)	QoQ +0.74% (+$2.3K) YoY -1.16% (-$3.7K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	—	QoQ - YoY -	All Managers (Combined)	$310.5K	0.0% ($310.5K/$2.2B)	QoQ +15.99% (+$42.8K) YoY +25.93% (+$63.9K)
(cusip46138G706)✕	—	QoQ - YoY -	All Managers (Combined)	$306.5K	0.0% ($306.5K/$2.2B)	QoQ -25.30% (-$103.8K) YoY -86.57% (-$2.0M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$306.2K	0.0% ($306.2K/$2.2B)	QoQ NEW(+$306.2K) YoY NEW(+$306.2K)
Trade Desk, Inc.(TTDcusip88339J105)	—	QoQ - YoY -	All Managers (Combined)	$304.2K	0.0% ($304.2K/$2.2B)	QoQ -54.21% (-$360.2K) YoY -38.05% (-$186.8K)