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 14 of 15

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78464A656

Shares:—

Value:$269.6K

% of Portfolio:0.0% ($269.6K/$2.2B)

46431W507

Shares:—

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$2.2B)

AT&T INC.

T|00206R102

Shares:—

Value:$265.1K

% of Portfolio:0.0% ($265.1K/$2.2B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:—

Value:$263.5K

% of Portfolio:0.0% ($263.5K/$2.2B)

3M CO

MMM|88579Y101

Shares:—

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$2.2B)

921937835

BND|921937835

Shares:—

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$2.2B)

464287598

IWD|464287598

Shares:—

Value:$257.2K

% of Portfolio:0.0% ($257.2K/$2.2B)

S&P Global Inc.

SPGI|78409V104

Shares:—

Value:$254.7K

% of Portfolio:0.0% ($254.7K/$2.2B)

464287762

Shares:—

Value:$253.8K

% of Portfolio:0.0% ($253.8K/$2.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:—

Value:$253.0K

% of Portfolio:0.0% ($253.0K/$2.2B)

78463X889

SPDW|78463X889

Shares:—

Value:$248.8K

% of Portfolio:0.0% ($248.8K/$2.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:—

Value:$242.4K

% of Portfolio:0.0% ($242.4K/$2.2B)

CONOCOPHILLIPS

COP|20825C104

Shares:—

Value:$241.1K

% of Portfolio:0.0% ($241.1K/$2.2B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:—

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$2.2B)

25434V500

Shares:—

Value:$231.7K

% of Portfolio:0.0% ($231.7K/$2.2B)

33733E500

Shares:—

Value:$224.4K

% of Portfolio:0.0% ($224.4K/$2.2B)

33939L506

Shares:—

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$2.2B)

ASTRAZENECA PLC

AZN|046353108

Shares:—

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$2.2B)

HERSHEY CO

HSY|427866108

Shares:—

Value:$221.6K

% of Portfolio:0.0% ($221.6K/$2.2B)

Roblox Corp

RBLX|771049103

Shares:—

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A656)✕	—	QoQ - YoY -	All Managers (Combined)	$269.6K	0.0% ($269.6K/$2.2B)	QoQ +15.28% (+$35.7K) YoY -50.69% (-$277.3K)
(cusip46431W507)✕	—	QoQ - YoY -	All Managers (Combined)	$267.8K	0.0% ($267.8K/$2.2B)	QoQ +16.63% (+$38.2K) YoY +5.86% (+$14.8K)
AT&T INC.(Tcusip00206R102)	—	QoQ NEW YoY NEW	All Managers (Combined)	$265.1K	0.0% ($265.1K/$2.2B)	QoQ NEW(+$265.1K) YoY NEW(+$265.1K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	—	QoQ - YoY NEW	All Managers (Combined)	$263.5K	0.0% ($263.5K/$2.2B)	QoQ +18.85% (+$41.8K) YoY NEW(+$263.5K)
3M CO(MMMcusip88579Y101)	—	QoQ - YoY -	All Managers (Combined)	$259.2K	0.0% ($259.2K/$2.2B)	QoQ +20.45% (+$44.0K) YoY +26.26% (+$53.9K)
(BNDcusip921937835)	—	QoQ - YoY NEW	All Managers (Combined)	$258.7K	0.0% ($258.7K/$2.2B)	QoQ +6.16% (+$15.0K) YoY NEW(+$258.7K)
(IWDcusip464287598)	—	QoQ - YoY -	All Managers (Combined)	$257.2K	0.0% ($257.2K/$2.2B)	QoQ +10.77% (+$25.0K) YoY +148.26% (+$153.6K)
S&P Global Inc.(SPGIcusip78409V104)	—	QoQ - YoY NEW	All Managers (Combined)	$254.7K	0.0% ($254.7K/$2.2B)	QoQ +3.92% (+$9.6K) YoY NEW(+$254.7K)
(cusip464287762)✕	—	QoQ - YoY NEW	All Managers (Combined)	$253.8K	0.0% ($253.8K/$2.2B)	QoQ +19.21% (+$40.9K) YoY NEW(+$253.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	—	QoQ NEW YoY -	All Managers (Combined)	$253.0K	0.0% ($253.0K/$2.2B)	QoQ NEW(+$253.0K) YoY -0.54% (-$1.4K)
(SPDWcusip78463X889)	—	QoQ - YoY -	All Managers (Combined)	$248.8K	0.0% ($248.8K/$2.2B)	QoQ +5.52% (+$13.0K) YoY +3.36% (+$8.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	—	QoQ - YoY -	All Managers (Combined)	$242.4K	0.0% ($242.4K/$2.2B)	QoQ +20.42% (+$41.1K) YoY -11.13% (-$30.4K)
CONOCOPHILLIPS(COPcusip20825C104)	—	QoQ NEW YoY NEW	All Managers (Combined)	$241.1K	0.0% ($241.1K/$2.2B)	QoQ NEW(+$241.1K) YoY NEW(+$241.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	—	QoQ - YoY -	All Managers (Combined)	$232.7K	0.0% ($232.7K/$2.2B)	QoQ -3.84% (-$9.3K) YoY +15.19% (+$30.7K)
(cusip25434V500)✕	—	QoQ - YoY -	All Managers (Combined)	$231.7K	0.0% ($231.7K/$2.2B)	QoQ -4.21% (-$10.2K) YoY +0.38% (+$894)
(cusip33733E500)✕	—	QoQ - YoY -	All Managers (Combined)	$224.4K	0.0% ($224.4K/$2.2B)	QoQ -28.11% (-$87.8K) YoY -73.71% (-$629.5K)
(cusip33939L506)✕	—	QoQ - YoY -	All Managers (Combined)	$221.7K	0.0% ($221.7K/$2.2B)	QoQ +3.38% (+$7.3K) YoY -35.09% (-$119.9K)
ASTRAZENECA PLC(AZNcusip046353108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$221.7K	0.0% ($221.7K/$2.2B)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
HERSHEY CO(HSYcusip427866108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$221.6K	0.0% ($221.6K/$2.2B)	QoQ NEW(+$221.6K) YoY NEW(+$221.6K)
Roblox Corp(RBLXcusip771049103)	—	QoQ - YoY -	All Managers (Combined)	$216.7K	0.0% ($216.7K/$2.2B)	QoQ +0.77% (+$1.7K) YoY -59.87% (-$323.3K)