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 15 of 15

Sort by:

92206C102

VGSH|92206C102

Shares:—

Value:$215.1K

% of Portfolio:0.0% ($215.1K/$2.2B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:—

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$2.2B)

78463X509

Shares:—

Value:$211.4K

% of Portfolio:0.0% ($211.4K/$2.2B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:—

Value:$210.6K

% of Portfolio:0.0% ($210.6K/$2.2B)

SAP SE

SAP|803054204

Shares:—

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$2.2B)

46654Q203

Shares:—

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$2.2B)

BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.

MUC|09254L107

Shares:—

Value:$192.8K

% of Portfolio:0.0% ($192.8K/$2.2B)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:—

Value:$158.9K

% of Portfolio:0.0% ($158.9K/$2.2B)

Snap Inc

SNAP|83304A106

Shares:—

Value:$129.1K

% of Portfolio:0.0% ($129.1K/$2.2B)

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:—

Value:$103.9K

% of Portfolio:0.0% ($103.9K/$2.2B)

Invesco Senior Income Trust

VVR|46131H107

Shares:—

Value:$54.1K

% of Portfolio:0.0% ($54.1K/$2.2B)

Senseonics Holdings, Inc.

SENS|81727U105

Shares:—

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGSHcusip92206C102)	—	QoQ - YoY NEW	All Managers (Combined)	$215.1K	0.0% ($215.1K/$2.2B)	QoQ +1.51% (+$3.2K) YoY NEW(+$215.1K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	—	QoQ - YoY -	All Managers (Combined)	$212.7K	0.0% ($212.7K/$2.2B)	QoQ -44.94% (-$173.6K) YoY -24.68% (-$69.7K)
(cusip78463X509)✕	—	QoQ - YoY -	All Managers (Combined)	$211.4K	0.0% ($211.4K/$2.2B)	QoQ +1.28% (+$2.7K) YoY +0.17% (+$379)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	—	QoQ - YoY NEW	All Managers (Combined)	$210.6K	0.0% ($210.6K/$2.2B)	QoQ +4.49% (+$9.1K) YoY NEW(+$210.6K)
SAP SE(SAPcusip803054204)	—	QoQ NEW YoY NEW	All Managers (Combined)	$206.7K	0.0% ($206.7K/$2.2B)	QoQ NEW(+$206.7K) YoY NEW(+$206.7K)
(cusip46654Q203)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$205.8K	0.0% ($205.8K/$2.2B)	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.(MUCcusip09254L107)	—	QoQ NEW YoY NEW	All Managers (Combined)	$192.8K	0.0% ($192.8K/$2.2B)	QoQ NEW(+$192.8K) YoY NEW(+$192.8K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$158.9K	0.0% ($158.9K/$2.2B)	QoQ NEW(+$158.9K) YoY NEW(+$158.9K)
Snap Inc(SNAPcusip83304A106)	—	QoQ NEW YoY -	All Managers (Combined)	$129.1K	0.0% ($129.1K/$2.2B)	QoQ NEW(+$129.1K) YoY -56.22% (-$165.8K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	—	QoQ NEW YoY -	All Managers (Combined)	$103.9K	0.0% ($103.9K/$2.2B)	QoQ NEW(+$103.9K) YoY +3.94% (+$3.9K)
Invesco Senior Income Trust(VVRcusip46131H107)	—	QoQ - YoY NEW	All Managers (Combined)	$54.1K	0.0% ($54.1K/$2.2B)	QoQ -2.34% (-$1.3K) YoY NEW(+$54.1K)
Senseonics Holdings, Inc.(SENScusip81727U105)	—	QoQ NEW YoY NEW	All Managers (Combined)	$6.8K	0.0% ($6.8K/$2.2B)	QoQ NEW(+$6.8K) YoY NEW(+$6.8K)