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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464285204

Shares:—

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.2B)

464288414

MUB|464288414

Shares:—

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.2B)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.2B)

14020X104

Shares:—

Value:$6.6M

% of Portfolio:0.3% ($6.6M/$2.2B)

922908769

VTI|922908769

Shares:—

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.2B)

ELI LILLY & Co

LLY|532457108

Shares:—

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.2B)

464288752

Shares:—

Value:$6.0M

% of Portfolio:0.3% ($6.0M/$2.2B)

14020V108

Shares:—

Value:$5.7M

% of Portfolio:0.3% ($5.7M/$2.2B)

78464A854

SPLG|78464A854

Shares:—

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.2B)

FS KKR Capital Corp

FSK|302635206

Shares:—

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.2B)

46138G631

Shares:—

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.2B)

922908363

VOO|922908363

Shares:—

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.2B)

NOVO NORDISK A S

NVO|670100205

Shares:—

Value:$4.5M

% of Portfolio:0.2% ($4.5M/$2.2B)

78464A888

Shares:—

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.2B)

Uber Technologies, Inc

UBER|90353T100

Shares:—

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.2B)

46435U853

Shares:—

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:—

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.2B)

Trane Technologies plc

TT|G8994E103

Shares:—

Value:$3.7M

% of Portfolio:0.2% ($3.7M/$2.2B)

GE Vernova Inc.

GEV|36828A101

Shares:—

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464285204)✕	—	QoQ - YoY -	All Managers (Combined)	$6.8M	0.3% ($6.8M/$2.2B)	QoQ +70.33% (+$2.8M) YoY +113.52% (+$3.6M)
(MUBcusip464288414)	—	QoQ - YoY -	All Managers (Combined)	$6.8M	0.3% ($6.8M/$2.2B)	QoQ -1.30% (-$90.1K) YoY +8.25% (+$519.3K)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$6.8M	0.3% ($6.8M/$2.2B)	QoQ -10.35% (-$785.8K) YoY +666.78% (+$5.9M)
(cusip14020X104)✕	—	QoQ - YoY -	All Managers (Combined)	$6.6M	0.3% ($6.6M/$2.2B)	QoQ -1.13% (-$76.5K) YoY +6.99% (+$434.2K)
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.2B)	QoQ -4.89% (-$329.0K) YoY +16.91% (+$925.5K)
ELI LILLY & Co(LLYcusip532457108)	—	QoQ - YoY -	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.2B)	QoQ +27.03% (+$1.4M) YoY +326.90% (+$4.9M)
(cusip464288752)✕	—	QoQ - YoY -	All Managers (Combined)	$6.0M	0.3% ($6.0M/$2.2B)	QoQ -8.31% (-$543.0K) YoY -14.80% (-$1.0M)
(cusip14020V108)✕	—	QoQ - YoY -	All Managers (Combined)	$5.7M	0.3% ($5.7M/$2.2B)	QoQ -3.46% (-$206.0K) YoY +14.81% (+$739.9K)
(SPLGcusip78464A854)	—	QoQ - YoY -	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.2B)	QoQ -9.10% (-$549.7K) YoY +88.19% (+$2.6M)
FS KKR Capital Corp(FSKcusip302635206)	—	QoQ - YoY -	All Managers (Combined)	$5.4M	0.2% ($5.4M/$2.2B)	QoQ +13.09% (+$627.9K) YoY +249.56% (+$3.9M)
(cusip46138G631)✕	—	QoQ - YoY -	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.2B)	QoQ -7.82% (-$410.3K) YoY +14.77% (+$622.1K)
(VOOcusip922908363)	—	QoQ - YoY -	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.2B)	QoQ +18.23% (+$715.2K) YoY +77.51% (+$2.0M)
NOVO NORDISK A S(NVOcusip670100205)	—	QoQ - YoY -	All Managers (Combined)	$4.5M	0.2% ($4.5M/$2.2B)	QoQ -36.92% (-$2.6M) YoY -61.85% (-$7.3M)
(cusip78464A888)✕	—	QoQ - YoY -	All Managers (Combined)	$4.4M	0.2% ($4.4M/$2.2B)	QoQ +2.05% (+$88.1K) YoY -25.62% (-$1.5M)
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ - YoY -	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.2B)	QoQ +16.16% (+$602.1K) YoY -30.19% (-$1.9M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.2B)	QoQ +26.43% (+$837.1K) YoY +53.29% (+$1.4M)
(cusip46435U853)✕	—	QoQ - YoY -	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.2B)	QoQ +34.10% (+$1.0M) YoY +467.81% (+$3.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.2B)	QoQ +1.78% (+$67.5K) YoY +45.24% (+$1.2M)
Trane Technologies plc(TTcusipG8994E103)	—	QoQ - YoY -	All Managers (Combined)	$3.7M	0.2% ($3.7M/$2.2B)	QoQ -6.99% (-$280.0K) YoY +42.88% (+$1.1M)
GE Vernova Inc.(GEVcusip36828A101)	—	QoQ - YoY NEW	All Managers (Combined)	$3.6M	0.2% ($3.6M/$2.2B)	QoQ +1539.66% (+$3.4M) YoY NEW(+$3.6M)