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 9 of 15

Sort by:

78464A375

Shares:—

Value:$687.6K

% of Portfolio:0.0% ($687.6K/$2.2B)

808524300

SCHG|808524300

Shares:—

Value:$680.9K

% of Portfolio:0.0% ($680.9K/$2.2B)

808524102

SCHB|808524102

Shares:—

Value:$680.1K

% of Portfolio:0.0% ($680.1K/$2.2B)

78464A763

SDY|78464A763

Shares:—

Value:$676.2K

% of Portfolio:0.0% ($676.2K/$2.2B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:—

Value:$675.2K

% of Portfolio:0.0% ($675.2K/$2.2B)

464287507

IJH|464287507

Shares:—

Value:$668.6K

% of Portfolio:0.0% ($668.6K/$2.2B)

COCA COLA CO

KO|191216100

Shares:—

Value:$667.5K

% of Portfolio:0.0% ($667.5K/$2.2B)

025072505

Shares:—

Value:$660.9K

% of Portfolio:0.0% ($660.9K/$2.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:—

Value:$659.3K

% of Portfolio:0.0% ($659.3K/$2.2B)

STARBUCKS CORP

SBUX|855244109

Shares:—

Value:$658.7K

% of Portfolio:0.0% ($658.7K/$2.2B)

STEEL DYNAMICS INC

STLD|858119100

Shares:—

Value:$643.4K

% of Portfolio:0.0% ($643.4K/$2.2B)

Merck & Co., Inc.

MRK|58933Y105

Shares:—

Value:$633.7K

% of Portfolio:0.0% ($633.7K/$2.2B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:—

Value:$631.5K

% of Portfolio:0.0% ($631.5K/$2.2B)

808524847

SCHH|808524847

Shares:—

Value:$631.2K

% of Portfolio:0.0% ($631.2K/$2.2B)

MERCADOLIBRE INC

MELI|58733R102

Shares:—

Value:$620.4K

% of Portfolio:0.0% ($620.4K/$2.2B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:—

Value:$596.0K

% of Portfolio:0.0% ($596.0K/$2.2B)

921909768

VXUS|921909768

Shares:—

Value:$575.0K

% of Portfolio:0.0% ($575.0K/$2.2B)

PEPSICO INC

PEP|713448108

Shares:—

Value:$566.1K

% of Portfolio:0.0% ($566.1K/$2.2B)

Mastercard Inc

MA|57636Q104

Shares:—

Value:$565.8K

% of Portfolio:0.0% ($565.8K/$2.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:—

Value:$561.3K

% of Portfolio:0.0% ($561.3K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A375)✕	—	QoQ - YoY -	All Managers (Combined)	$687.6K	0.0% ($687.6K/$2.2B)	QoQ -16.04% (-$131.4K) YoY -18.08% (-$151.8K)
(SCHGcusip808524300)	—	QoQ - YoY -	All Managers (Combined)	$680.9K	0.0% ($680.9K/$2.2B)	QoQ +10.84% (+$66.6K) YoY +29.99% (+$157.1K)
(SCHBcusip808524102)	—	QoQ - YoY -	All Managers (Combined)	$680.1K	0.0% ($680.1K/$2.2B)	QoQ -5.27% (-$37.8K) YoY +10.46% (+$64.4K)
(SDYcusip78464A763)	—	QoQ - YoY -	All Managers (Combined)	$676.2K	0.0% ($676.2K/$2.2B)	QoQ +34.10% (+$172.0K) YoY +6.83% (+$43.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	—	QoQ - YoY -	All Managers (Combined)	$675.2K	0.0% ($675.2K/$2.2B)	QoQ -61.62% (-$1.1M) YoY -75.89% (-$2.1M)
(IJHcusip464287507)	—	QoQ - YoY -	All Managers (Combined)	$668.6K	0.0% ($668.6K/$2.2B)	QoQ -0.43% (-$2.9K) YoY +10.42% (+$63.1K)
COCA COLA CO(KOcusip191216100)	—	QoQ - YoY -	All Managers (Combined)	$667.5K	0.0% ($667.5K/$2.2B)	QoQ +64.04% (+$260.6K) YoY +74.34% (+$284.6K)
(cusip025072505)✕	—	QoQ - YoY -	All Managers (Combined)	$660.9K	0.0% ($660.9K/$2.2B)	QoQ +3.93% (+$25.0K) YoY +16.92% (+$95.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	—	QoQ - YoY -	All Managers (Combined)	$659.3K	0.0% ($659.3K/$2.2B)	QoQ +10.74% (+$64.0K) YoY +17.42% (+$97.8K)
STARBUCKS CORP(SBUXcusip855244109)	—	QoQ - YoY -	All Managers (Combined)	$658.7K	0.0% ($658.7K/$2.2B)	QoQ +11.26% (+$66.7K) YoY -39.10% (-$422.9K)
STEEL DYNAMICS INC(STLDcusip858119100)	—	QoQ - YoY -	All Managers (Combined)	$643.4K	0.0% ($643.4K/$2.2B)	QoQ -15.72% (-$120.1K) YoY -88.87% (-$5.1M)
Merck & Co., Inc.(MRKcusip58933Y105)	—	QoQ - YoY -	All Managers (Combined)	$633.7K	0.0% ($633.7K/$2.2B)	QoQ -3.38% (-$22.2K) YoY -24.71% (-$208.0K)
GENERAL DYNAMICS CORP(GDcusip369550108)	—	QoQ - YoY -	All Managers (Combined)	$631.5K	0.0% ($631.5K/$2.2B)	QoQ -44.92% (-$515.2K) YoY +48.68% (+$206.8K)
(SCHHcusip808524847)	—	QoQ - YoY -	All Managers (Combined)	$631.2K	0.0% ($631.2K/$2.2B)	QoQ -39.33% (-$409.3K) YoY -36.83% (-$368.2K)
MERCADOLIBRE INC(MELIcusip58733R102)	—	QoQ - YoY -	All Managers (Combined)	$620.4K	0.0% ($620.4K/$2.2B)	QoQ +24.09% (+$120.4K) YoY +40.51% (+$178.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	—	QoQ - YoY -	All Managers (Combined)	$596.0K	0.0% ($596.0K/$2.2B)	QoQ -1.13% (-$6.8K) YoY -16.34% (-$116.4K)
(VXUScusip921909768)	—	QoQ - YoY -	All Managers (Combined)	$575.0K	0.0% ($575.0K/$2.2B)	QoQ +61.29% (+$218.5K) YoY +82.20% (+$259.4K)
PEPSICO INC(PEPcusip713448108)	—	QoQ - YoY -	All Managers (Combined)	$566.1K	0.0% ($566.1K/$2.2B)	QoQ +25.22% (+$114.0K) YoY +38.93% (+$158.6K)
Mastercard Inc(MAcusip57636Q104)	—	QoQ - YoY -	All Managers (Combined)	$565.8K	0.0% ($565.8K/$2.2B)	QoQ +12.48% (+$62.8K) YoY +43.20% (+$170.7K)
ServiceNow, Inc.(NOWcusip81762P102)	—	QoQ - YoY -	All Managers (Combined)	$561.3K	0.0% ($561.3K/$2.2B)	QoQ -24.58% (-$182.9K) YoY +79.12% (+$247.9K)