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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921946406

VYM|921946406

Shares:—

Value:$303.9K

% of Portfolio:0.0% ($303.9K/$2.2B)

922908611

VBR|922908611

Shares:—

Value:$301.4K

% of Portfolio:0.0% ($301.4K/$2.2B)

67092P607

Shares:—

Value:$298.1K

% of Portfolio:0.0% ($298.1K/$2.2B)

BlackRock, Inc.

BLK|09290D101

Shares:—

Value:$298.1K

% of Portfolio:0.0% ($298.1K/$2.2B)

46432F842

IEFA|46432F842

Shares:—

Value:$289.9K

% of Portfolio:0.0% ($289.9K/$2.2B)

025072885

Shares:—

Value:$289.3K

% of Portfolio:0.0% ($289.3K/$2.2B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:—

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$2.2B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:—

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$2.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:—

Value:$288.2K

% of Portfolio:0.0% ($288.2K/$2.2B)

78464A805

Shares:—

Value:$287.6K

% of Portfolio:0.0% ($287.6K/$2.2B)

Airbnb, Inc.

ABNB|009066101

Shares:—

Value:$285.1K

% of Portfolio:0.0% ($285.1K/$2.2B)

922908629

VO|922908629

Shares:—

Value:$284.9K

% of Portfolio:0.0% ($284.9K/$2.2B)

AMEREN CORP

AEE|023608102

Shares:—

Value:$283.9K

% of Portfolio:0.0% ($283.9K/$2.2B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:—

Value:$283.1K

% of Portfolio:0.0% ($283.1K/$2.2B)

Philip Morris International Inc.

PM|718172109

Shares:—

Value:$277.4K

% of Portfolio:0.0% ($277.4K/$2.2B)

33740F623

Shares:—

Value:$277.2K

% of Portfolio:0.0% ($277.2K/$2.2B)

SEMPRA

SRE|816851109

Shares:—

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$2.2B)

464287648

IWO|464287648

Shares:—

Value:$273.6K

% of Portfolio:0.0% ($273.6K/$2.2B)

922042858

VWO|922042858

Shares:—

Value:$272.4K

% of Portfolio:0.0% ($272.4K/$2.2B)

MCDONALDS CORP

MCD|580135101

Shares:—

Value:$271.6K

% of Portfolio:0.0% ($271.6K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	—	QoQ - YoY -	All Managers (Combined)	$303.9K	0.0% ($303.9K/$2.2B)	QoQ +12.88% (+$34.7K) YoY +32.65% (+$74.8K)
(VBRcusip922908611)	—	QoQ - YoY NEW	All Managers (Combined)	$301.4K	0.0% ($301.4K/$2.2B)	QoQ -9.98% (-$33.4K) YoY NEW(+$301.4K)
(cusip67092P607)✕	—	QoQ - YoY -	All Managers (Combined)	$298.1K	0.0% ($298.1K/$2.2B)	QoQ -11.69% (-$39.5K) YoY -21.75% (-$82.9K)
BlackRock, Inc.(BLKcusip09290D101)	—	QoQ NEW YoY NEW	All Managers (Combined)	$298.1K	0.0% ($298.1K/$2.2B)	QoQ NEW(+$298.1K) YoY NEW(+$298.1K)
(IEFAcusip46432F842)	—	QoQ - YoY NEW	All Managers (Combined)	$289.9K	0.0% ($289.9K/$2.2B)	QoQ +18.83% (+$45.9K) YoY NEW(+$289.9K)
(cusip025072885)✕	—	QoQ - YoY NEW	All Managers (Combined)	$289.3K	0.0% ($289.3K/$2.2B)	QoQ -4.69% (-$14.3K) YoY NEW(+$289.3K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	—	QoQ NEW YoY -	All Managers (Combined)	$289.0K	0.0% ($289.0K/$2.2B)	QoQ NEW(+$289.0K) YoY +37.85% (+$79.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	—	QoQ - YoY -	All Managers (Combined)	$288.6K	0.0% ($288.6K/$2.2B)	QoQ +29.65% (+$66.0K) YoY +31.69% (+$69.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	—	QoQ - YoY -	All Managers (Combined)	$288.2K	0.0% ($288.2K/$2.2B)	QoQ +25.32% (+$58.2K) YoY +43.86% (+$87.9K)
(cusip78464A805)✕	—	QoQ - YoY -	All Managers (Combined)	$287.6K	0.0% ($287.6K/$2.2B)	QoQ -4.48% (-$13.5K) YoY +7.28% (+$19.5K)
Airbnb, Inc.(ABNBcusip009066101)	—	QoQ - YoY -	All Managers (Combined)	$285.1K	0.0% ($285.1K/$2.2B)	QoQ +8.11% (+$21.4K) YoY -12.38% (-$40.3K)
(VOcusip922908629)	—	QoQ - YoY -	All Managers (Combined)	$284.9K	0.0% ($284.9K/$2.2B)	QoQ -1.18% (-$3.4K) YoY +5.06% (+$13.7K)
AMEREN CORP(AEEcusip023608102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$283.9K	0.0% ($283.9K/$2.2B)	QoQ NEW(+$283.9K) YoY NEW(+$283.9K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$283.1K	0.0% ($283.1K/$2.2B)	QoQ NEW(+$283.1K) YoY NEW(+$283.1K)
Philip Morris International Inc.(PMcusip718172109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$277.4K	0.0% ($277.4K/$2.2B)	QoQ NEW(+$277.4K) YoY NEW(+$277.4K)
(cusip33740F623)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$277.2K	0.0% ($277.2K/$2.2B)	QoQ NEW(+$277.2K) YoY NEW(+$277.2K)
SEMPRA(SREcusip816851109)	—	QoQ - YoY -	All Managers (Combined)	$274.1K	0.0% ($274.1K/$2.2B)	QoQ -18.04% (-$60.4K) YoY +9.22% (+$23.2K)
(IWOcusip464287648)	—	QoQ - YoY -	All Managers (Combined)	$273.6K	0.0% ($273.6K/$2.2B)	QoQ -8.17% (-$24.4K) YoY -2.33% (-$6.5K)
(VWOcusip922042858)	—	QoQ - YoY NEW	All Managers (Combined)	$272.4K	0.0% ($272.4K/$2.2B)	QoQ +27.51% (+$58.8K) YoY NEW(+$272.4K)
MCDONALDS CORP(MCDcusip580135101)	—	QoQ - YoY -	All Managers (Combined)	$271.6K	0.0% ($271.6K/$2.2B)	QoQ +4.52% (+$11.8K) YoY -14.34% (-$45.5K)