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

Page 8 of 15

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PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$948.7K

% of Portfolio:0.0% ($948.7K/$2.2B)

025072877

Shares:—

Value:$946.2K

% of Portfolio:0.0% ($946.2K/$2.2B)

RTX Corp

RTX|75513E101

Shares:—

Value:$943.6K

% of Portfolio:0.0% ($943.6K/$2.2B)

464287309

IVW|464287309

Shares:—

Value:$932.3K

% of Portfolio:0.0% ($932.3K/$2.2B)

78464A870

Shares:—

Value:$927.8K

% of Portfolio:0.0% ($927.8K/$2.2B)

CHEVRON CORP

CVX|166764100

Shares:—

Value:$922.8K

% of Portfolio:0.0% ($922.8K/$2.2B)

Genius Sports Ltd

GENI|G3934V109

Shares:—

Value:$897.1K

% of Portfolio:0.0% ($897.1K/$2.2B)

808524201

SCHX|808524201

Shares:—

Value:$891.4K

% of Portfolio:0.0% ($891.4K/$2.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:—

Value:$888.8K

% of Portfolio:0.0% ($888.8K/$2.2B)

92204A702

VGT|92204A702

Shares:—

Value:$881.6K

% of Portfolio:0.0% ($881.6K/$2.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:—

Value:$879.6K

% of Portfolio:0.0% ($879.6K/$2.2B)

464287515

Shares:—

Value:$861.8K

% of Portfolio:0.0% ($861.8K/$2.2B)

Ferrari N.V.

RACE|N3167Y103

Shares:—

Value:$823.7K

% of Portfolio:0.0% ($823.7K/$2.2B)

Zoetis Inc.

ZTS|98978V103

Shares:—

Value:$819.8K

% of Portfolio:0.0% ($819.8K/$2.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$795.4K

% of Portfolio:0.0% ($795.4K/$2.2B)

37954Y632

Shares:—

Value:$791.3K

% of Portfolio:0.0% ($791.3K/$2.2B)

464287465

EFA|464287465

Shares:—

Value:$754.3K

% of Portfolio:0.0% ($754.3K/$2.2B)

921943858

VEA|921943858

Shares:—

Value:$715.6K

% of Portfolio:0.0% ($715.6K/$2.2B)

464287697

Shares:—

Value:$696.2K

% of Portfolio:0.0% ($696.2K/$2.2B)

381430529

Shares:—

Value:$692.1K

% of Portfolio:0.0% ($692.1K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY -	All Managers (Combined)	$948.7K	0.0% ($948.7K/$2.2B)	QoQ +2.94% (+$27.2K) YoY +4.20% (+$38.3K)
(cusip025072877)✕	—	QoQ - YoY -	All Managers (Combined)	$946.2K	0.0% ($946.2K/$2.2B)	QoQ -26.93% (-$348.8K) YoY -28.00% (-$368.0K)
RTX Corp(RTXcusip75513E101)	—	QoQ - YoY -	All Managers (Combined)	$943.6K	0.0% ($943.6K/$2.2B)	QoQ +100.63% (+$473.3K) YoY +129.30% (+$532.1K)
(IVWcusip464287309)	—	QoQ NEW YoY -	All Managers (Combined)	$932.3K	0.0% ($932.3K/$2.2B)	QoQ NEW(+$932.3K) YoY +66.72% (+$373.1K)
(cusip78464A870)✕	—	QoQ - YoY -	All Managers (Combined)	$927.8K	0.0% ($927.8K/$2.2B)	QoQ -20.26% (-$235.7K) YoY -94.69% (-$16.6M)
CHEVRON CORP(CVXcusip166764100)	—	QoQ - YoY -	All Managers (Combined)	$922.8K	0.0% ($922.8K/$2.2B)	QoQ +30.94% (+$218.1K) YoY +13.83% (+$112.2K)
Genius Sports Ltd(GENIcusipG3934V109)	—	QoQ - YoY NEW	All Managers (Combined)	$897.1K	0.0% ($897.1K/$2.2B)	QoQ +99.90% (+$448.3K) YoY NEW(+$897.1K)
(SCHXcusip808524201)	—	QoQ - YoY -	All Managers (Combined)	$891.4K	0.0% ($891.4K/$2.2B)	QoQ +23.16% (+$167.7K) YoY +23.29% (+$168.4K)
AbbVie Inc.(ABBVcusip00287Y109)	—	QoQ - YoY -	All Managers (Combined)	$888.8K	0.0% ($888.8K/$2.2B)	QoQ +21.09% (+$154.9K) YoY +35.39% (+$232.4K)
(VGTcusip92204A702)	—	QoQ - YoY -	All Managers (Combined)	$881.6K	0.0% ($881.6K/$2.2B)	QoQ +35.39% (+$230.5K) YoY +79.10% (+$389.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	—	QoQ - YoY -	All Managers (Combined)	$879.6K	0.0% ($879.6K/$2.2B)	QoQ -5.31% (-$49.4K) YoY +102.18% (+$444.5K)
(cusip464287515)✕	—	QoQ - YoY -	All Managers (Combined)	$861.8K	0.0% ($861.8K/$2.2B)	QoQ -11.28% (-$109.6K) YoY -0.42% (-$3.7K)
Ferrari N.V.(RACEcusipN3167Y103)	—	QoQ - YoY NEW	All Managers (Combined)	$823.7K	0.0% ($823.7K/$2.2B)	QoQ -1.48% (-$12.4K) YoY NEW(+$823.7K)
Zoetis Inc.(ZTScusip98978V103)	—	QoQ - YoY -	All Managers (Combined)	$819.8K	0.0% ($819.8K/$2.2B)	QoQ -55.64% (-$1.0M) YoY -73.18% (-$2.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ - YoY -	All Managers (Combined)	$795.4K	0.0% ($795.4K/$2.2B)	QoQ +23.46% (+$151.1K) YoY +22.86% (+$148.0K)
(cusip37954Y632)✕	—	QoQ - YoY NEW	All Managers (Combined)	$791.3K	0.0% ($791.3K/$2.2B)	QoQ +27.70% (+$171.7K) YoY NEW(+$791.3K)
(EFAcusip464287465)	—	QoQ NEW YoY NEW	All Managers (Combined)	$754.3K	0.0% ($754.3K/$2.2B)	QoQ NEW(+$754.3K) YoY NEW(+$754.3K)
(VEAcusip921943858)	—	QoQ - YoY -	All Managers (Combined)	$715.6K	0.0% ($715.6K/$2.2B)	QoQ +106.25% (+$368.6K) YoY +96.39% (+$351.2K)
(cusip464287697)✕	—	QoQ - YoY -	All Managers (Combined)	$696.2K	0.0% ($696.2K/$2.2B)	QoQ +12.97% (+$79.9K) YoY +67.11% (+$279.6K)
(cusip381430529)✕	—	QoQ - YoY -	All Managers (Combined)	$692.1K	0.0% ($692.1K/$2.2B)	QoQ +334.16% (+$532.7K) YoY -51.45% (-$733.5K)