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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46137V472

Shares:—

Value:$13.5M

% of Portfolio:0.6% ($13.5M/$2.2B)

VICI PROPERTIES INC.

VICI|925652109

Shares:—

Value:$13.1M

% of Portfolio:0.6% ($13.1M/$2.2B)

Walt Disney Co

DIS|254687106

Shares:—

Value:$12.1M

% of Portfolio:0.5% ($12.1M/$2.2B)

464286392

Shares:—

Value:$11.8M

% of Portfolio:0.5% ($11.8M/$2.2B)

46429B697

USMV|46429B697

Shares:—

Value:$11.5M

% of Portfolio:0.5% ($11.5M/$2.2B)

464288810

Shares:—

Value:$11.2M

% of Portfolio:0.5% ($11.2M/$2.2B)

46138E537

Shares:—

Value:$10.7M

% of Portfolio:0.5% ($10.7M/$2.2B)

Blackstone Inc.

BX|09260D107

Shares:—

Value:$10.4M

% of Portfolio:0.5% ($10.4M/$2.2B)

78464A649

Shares:—

Value:$10.4M

% of Portfolio:0.5% ($10.4M/$2.2B)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$10.1M

% of Portfolio:0.5% ($10.1M/$2.2B)

MGM Resorts International

MGM|552953101

Shares:—

Value:$10.1M

% of Portfolio:0.5% ($10.1M/$2.2B)

37954Y673

Shares:—

Value:$9.9M

% of Portfolio:0.4% ($9.9M/$2.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$9.9M

% of Portfolio:0.4% ($9.9M/$2.2B)

ORACLE CORP

ORCL|68389X105

Shares:—

Value:$9.0M

% of Portfolio:0.4% ($9.0M/$2.2B)

464288687

Shares:—

Value:$8.2M

% of Portfolio:0.4% ($8.2M/$2.2B)

46641Q845

Shares:—

Value:$8.1M

% of Portfolio:0.4% ($8.1M/$2.2B)

78463X848

Shares:—

Value:$8.1M

% of Portfolio:0.4% ($8.1M/$2.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$7.3M

% of Portfolio:0.3% ($7.3M/$2.2B)

464287523

Shares:—

Value:$7.3M

% of Portfolio:0.3% ($7.3M/$2.2B)

Nutanix, Inc.

NTNX|67059N108

Shares:—

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V472)✕	—	QoQ - YoY -	All Managers (Combined)	$13.5M	0.6% ($13.5M/$2.2B)	QoQ -4.26% (-$602.0K) YoY +54.33% (+$4.8M)
VICI PROPERTIES INC.(VICIcusip925652109)	—	QoQ - YoY -	All Managers (Combined)	$13.1M	0.6% ($13.1M/$2.2B)	QoQ +7.29% (+$889.1K) YoY -9.38% (-$1.4M)
Walt Disney Co(DIScusip254687106)	—	QoQ - YoY -	All Managers (Combined)	$12.1M	0.5% ($12.1M/$2.2B)	QoQ -11.88% (-$1.6M) YoY -26.00% (-$4.3M)
(cusip464286392)✕	—	QoQ - YoY -	All Managers (Combined)	$11.8M	0.5% ($11.8M/$2.2B)	QoQ -2.69% (-$328.0K) YoY +4.84% (+$546.3K)
(USMVcusip46429B697)	—	QoQ - YoY -	All Managers (Combined)	$11.5M	0.5% ($11.5M/$2.2B)	QoQ +4.09% (+$450.8K) YoY +5.81% (+$630.7K)
(cusip464288810)✕	—	QoQ - YoY -	All Managers (Combined)	$11.2M	0.5% ($11.2M/$2.2B)	QoQ -0.90% (-$102.3K) YoY -17.57% (-$2.4M)
(cusip46138E537)✕	—	QoQ - YoY -	All Managers (Combined)	$10.7M	0.5% ($10.7M/$2.2B)	QoQ +18.68% (+$1.7M) YoY +71.04% (+$4.4M)
Blackstone Inc.(BXcusip09260D107)	—	QoQ - YoY -	All Managers (Combined)	$10.4M	0.5% ($10.4M/$2.2B)	QoQ -19.23% (-$2.5M) YoY +14.60% (+$1.3M)
(cusip78464A649)✕	—	QoQ - YoY -	All Managers (Combined)	$10.4M	0.5% ($10.4M/$2.2B)	QoQ -5.18% (-$565.7K) YoY -83.77% (-$53.5M)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$10.1M	0.5% ($10.1M/$2.2B)	QoQ +50.40% (+$3.4M) YoY +164.86% (+$6.3M)
MGM Resorts International(MGMcusip552953101)	—	QoQ - YoY -	All Managers (Combined)	$10.1M	0.5% ($10.1M/$2.2B)	QoQ -35.41% (-$5.5M) YoY -67.64% (-$21.0M)
(cusip37954Y673)✕	—	QoQ - YoY -	All Managers (Combined)	$9.9M	0.4% ($9.9M/$2.2B)	QoQ -3.40% (-$349.2K) YoY +67.38% (+$4.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$9.9M	0.4% ($9.9M/$2.2B)	QoQ +32.03% (+$2.4M) YoY +90.67% (+$4.7M)
ORACLE CORP(ORCLcusip68389X105)	—	QoQ - YoY -	All Managers (Combined)	$9.0M	0.4% ($9.0M/$2.2B)	QoQ -3.44% (-$319.5K) YoY +105.37% (+$4.6M)
(cusip464288687)✕	—	QoQ - YoY -	All Managers (Combined)	$8.2M	0.4% ($8.2M/$2.2B)	QoQ -4.18% (-$359.3K) YoY +32.99% (+$2.0M)
(cusip46641Q845)✕	—	QoQ - YoY -	All Managers (Combined)	$8.1M	0.4% ($8.1M/$2.2B)	QoQ -2.58% (-$214.8K) YoY -0.73% (-$60.1K)
(cusip78463X848)✕	—	QoQ - YoY -	All Managers (Combined)	$8.1M	0.4% ($8.1M/$2.2B)	QoQ +1.87% (+$148.9K) YoY -9.96% (-$894.9K)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$7.3M	0.3% ($7.3M/$2.2B)	QoQ -13.53% (-$1.1M) YoY +16.59% (+$1.0M)
(cusip464287523)✕	—	QoQ - YoY -	All Managers (Combined)	$7.3M	0.3% ($7.3M/$2.2B)	QoQ -23.30% (-$2.2M) YoY -57.56% (-$9.9M)
Nutanix, Inc.(NTNXcusip67059N108)	—	QoQ - YoY -	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.2B)	QoQ +14.09% (+$880.8K) YoY +53.81% (+$2.5M)