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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DOCUSIGN, INC.

DOCU|256163106

Shares:—

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.2B)

14021D107

Shares:—

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.2B)

464287655

IWM|464287655

Shares:—

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.2B)

VISA INC.

V|92826C839

Shares:—

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.2B)

78464A672

Shares:—

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.2B)

Samsara Inc.

IOT|79589L106

Shares:—

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.2B)

921908844

VIG|921908844

Shares:—

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.2B)

AMGEN INC

AMGN|031162100

Shares:—

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.2B)

Dell Technologies Inc.

DELL|24703L202

Shares:—

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.2B)

46137V357

RSP|46137V357

Shares:—

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.2B)

46137V290

Shares:—

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:—

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.2B)

ASML HOLDING NV

ASML|N07059210

Shares:—

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.2B)

STRYKER CORP

SYK|863667101

Shares:—

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.2B)

33740F771

Shares:—

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$2.2B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:—

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:—

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.2B)

33740U307

Shares:—

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.2B)

78464A862

Shares:—

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.2B)

922908736

VUG|922908736

Shares:—

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOCUSIGN, INC.(DOCUcusip256163106)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.2B)	QoQ -32.88% (-$1.1M) YoY -50.68% (-$2.4M)
(cusip14021D107)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.2B)	QoQ +24.39% (+$450.8K) YoY NEW(+$2.3M)
(IWMcusip464287655)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.2B)	QoQ -37.81% (-$1.4M) YoY +1.56% (+$34.9K)
VISA INC.(Vcusip92826C839)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.2B)	QoQ +14.49% (+$277.8K) YoY +36.01% (+$581.2K)
(cusip78464A672)✕	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.2B)	QoQ +4.21% (+$86.6K) YoY +19.70% (+$352.8K)
Samsara Inc.(IOTcusip79589L106)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.2B)	QoQ -11.86% (-$278.5K) YoY +15.33% (+$275.2K)
(VIGcusip921908844)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.2B)	QoQ +2.04% (+$41.4K) YoY +45.17% (+$643.0K)
AMGEN INC(AMGNcusip031162100)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.2B)	QoQ +18.86% (+$326.6K) YoY +5.67% (+$110.6K)
Dell Technologies Inc.(DELLcusip24703L202)	—	QoQ - YoY NEW	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.2B)	QoQ -74.37% (-$5.8M) YoY NEW(+$2.0M)
(RSPcusip46137V357)	—	QoQ - YoY -	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.2B)	QoQ +1.83% (+$35.5K) YoY -5.86% (-$123.1K)
(cusip46137V290)✕	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.2B)	QoQ -3.95% (-$80.1K) YoY -85.77% (-$11.7M)
SPDR GOLD TRUST(GLDcusip78463V107)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.2B)	QoQ +24.53% (+$373.0K) YoY +62.26% (+$726.5K)
ASML HOLDING NV(ASMLcusipN07059210)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.2B)	QoQ +4.75% (+$85.0K) YoY -33.19% (-$930.7K)
STRYKER CORP(SYKcusip863667101)	—	QoQ - YoY NEW	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.2B)	QoQ +22.88% (+$337.2K) YoY NEW(+$1.8M)
(cusip33740F771)✕	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.1% ($1.7M/$2.2B)	QoQ -1.26% (-$21.9K) YoY -8.26% (-$153.8K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.2B)	QoQ +1.42% (+$22.7K) YoY +128.51% (+$910.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.2B)	QoQ +21.96% (+$282.5K) YoY -64.03% (-$2.8M)
(cusip33740U307)✕	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.2B)	QoQ -3.03% (-$48.8K) YoY -0.33% (-$5.2K)
(cusip78464A862)✕	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.2B)	QoQ -23.32% (-$464.4K) YoY -82.18% (-$7.0M)
(VUGcusip922908736)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.2B)	QoQ -3.13% (-$47.6K) YoY +17.09% (+$214.9K)