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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KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:—

Value:$1.5M

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

922908744

VTV|922908744

Shares:—

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.2B)

78463X475

Shares:—

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.2B)

92204A207

Shares:—

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:—

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:—

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.2B)

G3643J108

Shares:—

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:—

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.2B)

DEERE & CO

DE|244199105

Shares:—

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$2.2B)

464288356

Shares:—

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$2.2B)

81369Y886

Shares:—

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.2B)

ADOBE INC.

ADBE|00724F101

Shares:—

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.2B)

92206C706

VGIT|92206C706

Shares:—

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.2B)

464288802

Shares:—

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.2B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:—

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.2B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:—

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.2B)

46435G425

ESGU|46435G425

Shares:—

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.2B)

Salesforce, Inc.

CRM|79466L302

Shares:—

Value:$993.2K

% of Portfolio:0.0% ($993.2K/$2.2B)

464287804

IJR|464287804

Shares:—

Value:$958.9K

% of Portfolio:0.0% ($958.9K/$2.2B)

464287440

IEF|464287440

Shares:—

Value:$956.0K

% of Portfolio:0.0% ($956.0K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	—	QoQ - YoY NEW	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.2B)	QoQ +219.55% (+$1.0M) YoY NEW(+$1.5M)
(VTVcusip922908744)	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.2B)	QoQ +5.40% (+$73.6K) YoY +113.02% (+$762.5K)
(cusip78463X475)✕	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.2B)	QoQ +2.75% (+$38.4K) YoY -5.76% (-$87.6K)
(cusip92204A207)✕	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.2B)	QoQ +1.88% (+$25.9K) YoY +3.75% (+$50.6K)
SHOPIFY INC.(SHOPcusip82509L107)	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.2B)	QoQ -12.54% (-$195.0K) YoY +2.15% (+$28.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.2B)	QoQ -20.90% (-$356.2K) YoY -8.06% (-$118.2K)
(cusipG3643J108)✕	—	QoQ - YoY NEW	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.2B)	QoQ +12.74% (+$145.9K) YoY NEW(+$1.3M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.2B)	QoQ -5.37% (-$72.2K) YoY +135.98% (+$733.2K)
DEERE & CO(DEcusip244199105)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.1% ($1.1M/$2.2B)	QoQ +8.48% (+$89.9K) YoY -62.49% (-$1.9M)
(cusip464288356)✕	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.1% ($1.1M/$2.2B)	QoQ +41.22% (+$331.3K) YoY +408.98% (+$911.9K)
(cusip81369Y886)✕	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.2B)	QoQ +6.50% (+$66.3K) YoY +682.50% (+$946.2K)
ADOBE INC.(ADBEcusip00724F101)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.2B)	QoQ -14.39% (-$179.2K) YoY -29.31% (-$441.8K)
(VGITcusip92206C706)	—	QoQ - YoY NEW	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.2B)	QoQ -32.81% (-$513.8K) YoY NEW(+$1.1M)
(cusip464288802)✕	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.2B)	QoQ -7.14% (-$80.7K) YoY -8.53% (-$97.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.2B)	QoQ +11.61% (+$106.2K) YoY +297.96% (+$764.2K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.2B)	QoQ -5.42% (-$58.5K) YoY -32.28% (-$486.3K)
(ESGUcusip46435G425)	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.2B)	QoQ -2.38% (-$24.5K) YoY -3.56% (-$37.1K)
Salesforce, Inc.(CRMcusip79466L302)	—	QoQ - YoY -	All Managers (Combined)	$993.2K	0.0% ($993.2K/$2.2B)	QoQ +28.01% (+$217.4K) YoY +63.97% (+$387.5K)
(IJRcusip464287804)	—	QoQ - YoY -	All Managers (Combined)	$958.9K	0.0% ($958.9K/$2.2B)	QoQ -11.80% (-$128.3K) YoY -3.98% (-$39.8K)
(IEFcusip464287440)	—	QoQ - YoY -	All Managers (Combined)	$956.0K	0.0% ($956.0K/$2.2B)	QoQ +38.34% (+$265.0K) YoY +485.64% (+$792.7K)