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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81369Y852

Shares:—

Value:$30.9M

% of Portfolio:1.4% ($30.9M/$2.2B)

14020W106

Shares:—

Value:$29.7M

% of Portfolio:1.3% ($29.7M/$2.2B)

78468R853

Shares:—

Value:$29.5M

% of Portfolio:1.3% ($29.5M/$2.2B)

14020G101

Shares:—

Value:$26.8M

% of Portfolio:1.2% ($26.8M/$2.2B)

81369Y308

Shares:—

Value:$25.1M

% of Portfolio:1.1% ($25.1M/$2.2B)

464287200

IVV|464287200

Shares:—

Value:$22.6M

% of Portfolio:1.0% ($22.6M/$2.2B)

78464A847

Shares:—

Value:$20.4M

% of Portfolio:0.9% ($20.4M/$2.2B)

92189F676

Shares:—

Value:$20.1M

% of Portfolio:0.9% ($20.1M/$2.2B)

78468R101

Shares:—

Value:$19.2M

% of Portfolio:0.9% ($19.2M/$2.2B)

78468R622

Shares:—

Value:$18.8M

% of Portfolio:0.8% ($18.8M/$2.2B)

78468R739

Shares:—

Value:$18.4M

% of Portfolio:0.8% ($18.4M/$2.2B)

81369Y860

Shares:—

Value:$17.8M

% of Portfolio:0.8% ($17.8M/$2.2B)

46641Q837

Shares:—

Value:$17.8M

% of Portfolio:0.8% ($17.8M/$2.2B)

00768Y370

Shares:—

Value:$17.4M

% of Portfolio:0.8% ($17.4M/$2.2B)

78464A631

Shares:—

Value:$17.4M

% of Portfolio:0.8% ($17.4M/$2.2B)

81369Y704

Shares:—

Value:$16.9M

% of Portfolio:0.8% ($16.9M/$2.2B)

46137V787

Shares:—

Value:$15.5M

% of Portfolio:0.7% ($15.5M/$2.2B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:—

Value:$14.3M

% of Portfolio:0.6% ($14.3M/$2.2B)

HOME DEPOT, INC.

HD|437076102

Shares:—

Value:$14.0M

% of Portfolio:0.6% ($14.0M/$2.2B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$14.0M

% of Portfolio:0.6% ($14.0M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y852)✕	—	QoQ - YoY -	All Managers (Combined)	$30.9M	1.4% ($30.9M/$2.2B)	QoQ -2.80% (-$892.0K) YoY +33.83% (+$7.8M)
(cusip14020W106)✕	—	QoQ - YoY -	All Managers (Combined)	$29.7M	1.3% ($29.7M/$2.2B)	QoQ +1.71% (+$500.4K) YoY +16.92% (+$4.3M)
(cusip78468R853)✕	—	QoQ - YoY -	All Managers (Combined)	$29.5M	1.3% ($29.5M/$2.2B)	QoQ -2.62% (-$794.4K) YoY +28.79% (+$6.6M)
(cusip14020G101)✕	—	QoQ - YoY -	All Managers (Combined)	$26.8M	1.2% ($26.8M/$2.2B)	QoQ -10.15% (-$3.0M) YoY +7.72% (+$1.9M)
(cusip81369Y308)✕	—	QoQ - YoY -	All Managers (Combined)	$25.1M	1.1% ($25.1M/$2.2B)	QoQ +12.90% (+$2.9M) YoY +51.95% (+$8.6M)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$22.6M	1.0% ($22.6M/$2.2B)	QoQ -3.68% (-$866.7K) YoY +37.44% (+$6.2M)
(cusip78464A847)✕	—	QoQ - YoY -	All Managers (Combined)	$20.4M	0.9% ($20.4M/$2.2B)	QoQ -0.28% (-$59.3K) YoY +34.80% (+$5.3M)
(cusip92189F676)✕	—	QoQ - YoY NEW	All Managers (Combined)	$20.1M	0.9% ($20.1M/$2.2B)	QoQ +3.36% (+$654.5K) YoY NEW(+$20.1M)
(cusip78468R101)✕	—	QoQ - YoY -	All Managers (Combined)	$19.2M	0.9% ($19.2M/$2.2B)	QoQ +13.08% (+$2.2M) YoY +58.82% (+$7.1M)
(cusip78468R622)✕	—	QoQ - YoY -	All Managers (Combined)	$18.8M	0.8% ($18.8M/$2.2B)	QoQ +6.66% (+$1.2M) YoY +49.90% (+$6.3M)
(cusip78468R739)✕	—	QoQ - YoY -	All Managers (Combined)	$18.4M	0.8% ($18.4M/$2.2B)	QoQ +10.66% (+$1.8M) YoY +52.95% (+$6.4M)
(cusip81369Y860)✕	—	QoQ - YoY -	All Managers (Combined)	$17.8M	0.8% ($17.8M/$2.2B)	QoQ +12.72% (+$2.0M) YoY +2459.06% (+$17.1M)
(cusip46641Q837)✕	—	QoQ - YoY -	All Managers (Combined)	$17.8M	0.8% ($17.8M/$2.2B)	QoQ +32.22% (+$4.3M) YoY +37.35% (+$4.8M)
(cusip00768Y370)✕	—	QoQ - YoY -	All Managers (Combined)	$17.4M	0.8% ($17.4M/$2.2B)	QoQ -9.31% (-$1.8M) YoY +16.33% (+$2.4M)
(cusip78464A631)✕	—	QoQ - YoY -	All Managers (Combined)	$17.4M	0.8% ($17.4M/$2.2B)	QoQ -2.72% (-$487.1K) YoY +38.84% (+$4.9M)
(cusip81369Y704)✕	—	QoQ - YoY -	All Managers (Combined)	$16.9M	0.8% ($16.9M/$2.2B)	QoQ +3.45% (+$562.3K) YoY +40.46% (+$4.9M)
(cusip46137V787)✕	—	QoQ - YoY -	All Managers (Combined)	$15.5M	0.7% ($15.5M/$2.2B)	QoQ +4.05% (+$602.9K) YoY +342.08% (+$12.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	—	QoQ - YoY -	All Managers (Combined)	$14.3M	0.6% ($14.3M/$2.2B)	QoQ -1.81% (-$262.9K) YoY +24.40% (+$2.8M)
HOME DEPOT, INC.(HDcusip437076102)	—	QoQ - YoY -	All Managers (Combined)	$14.0M	0.6% ($14.0M/$2.2B)	QoQ -4.97% (-$730.9K) YoY -3.84% (-$558.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$14.0M	0.6% ($14.0M/$2.2B)	QoQ +0.37% (+$52.7K) YoY +20.76% (+$2.4M)