GK

Gerber Kawasaki Wealth & Investment Management

13F
Gerber Kawasaki Wealth & Investment Management
Last update 2024-11-13 286 Stocks (21 new)
Value $2.17 Bil Turnover 10 %
Countries:
Top Holdings: QQQM(7.15%)NVDA(5.57%)SPYG(5.03%)SPYV(4.30%)AAPL(3.96%)
Portfolio Report
Summary Stock Picks Current Portfolio
Gerber Kawasaki Wealth & Inves... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQM 		Invesco NASDAQ 100 ETF
773,368
155330.300
+1.10%
7.150
+0.08%
0.450
+3.15%
-0.76%
38520.294
 
NVDA 		NVIDIA Corp
996,537
121019.480
-6.08%
5.570
-0.40%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
SPYG 		SPDR Portfolio S&P 500 Growth ETF
1,319,267
109419.620
+190.29%
5.030
+3.30%
0.360
+4.75%
-0.42%
33998.855
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
1,767,302
93419.480
+1.65%
4.300
+0.07%
0.380
-3.53%
-1.41%
24293.024
 
AAPL 		Apple Inc
368,983
85973.190
+1.06%
3.960
+0.04%
0.000
+3.52%
-5.42%
3580182.678
Hardware
AGG 		iShares Core U.S. Aggregate Bond ETF
725,693
73490.810
+13.65%
3.380
+0.41%
0.060
-2.93%
-0.99%
118813.936
 
TSLA 		Tesla Inc
274,931
71930.440
-5.47%
3.310
-0.16%
0.010
+65.32%
-2.25%
1267138.950
Vehicles & Parts
XLK 		Technology Select Sector SPDR ETF
308,277
69596.190
-20.93%
3.200
-0.93%
0.100
-0.54%
-1.61%
71501.938
 
MSFT 		Microsoft Corp
134,593
57915.460
+0.46%
2.660
+0.01%
0.000
+0.95%
-0.60%
3114843.301
Software
IXUS 		iShares Core MSCI Total International Stock ETF
770,126
55934.130
+11.81%
2.570
+0.27%
0.140
-7.13%
-1.24%
36973.393
 

Gerber Kawasaki Wealth & Investment Management's Historical Top Holdings Breakdowns

Gerber Kawasaki Wealth & Investment Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Add
+3.30%
●
73.38 ($79.93) 84.1
$87.51
9.49%
Add 190.29%
1,319,267
864,808
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Add
+2.93%
●
95.11 ($96.53) 97.92
$95.94
-0.61%
Add 1689.08%
638,540
602,849
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-06-30Reduce
-2.91%
●
24.54 ($24.92) 25.28
$24.76
-0.63%
Reduce -84.21%
398,679
-2,126,302
IXUS 		iShares Core MSCI Total International Stock ETF2024-03-31Add
+2.14%
●
62.39 ($65.28) 67.92
$65.32
0.06%
Add 1978.17%
614,286
584,727
CWI 		SPDR MSCI ACWI ex-US ETF2024-03-31Reduce
-2.00%
●
26.02 ($27.27) 28.41
$27.48
0.78%
Reduce -79.57%
316,252
-1,231,852
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+1.62%
●
25.67 ($27.24) 28.35
$27.01
-0.84%
Add 194.17%
1,896,378
417,244
SPYV 		SPDR Portfolio S&P 500 Value ETF2023-06-30Add
+1.52%
●
39.98 ($41.12) 43.2
$50.41
22.58%
Add 83.81%
1,148,295
523,569
SPYG 		SPDR Portfolio S&P 500 Growth ETF2023-06-30Add
+1.40%
●
54.59 ($57.1) 61.01
$87.51
53.26%
Add 900.9%
376,839
339,189
QQQM 		Invesco NASDAQ 100 ETF2023-06-30Add
+1.38%
●
127.3 ($138.2) 152.07
$208.85
51.12%
Add 28.3%
610,858
134,753
SPAB 		SPDR Portfolio Aggregate Bond ETF2023-06-30Add
+1.05%
●
25.01 ($25.37) 25.73
$24.76
-2.39%
Add 57.91%
1,679,262
615,816

Gerber Kawasaki Wealth & Investment Management Total Holding History ($B)

To

Gerber Kawasaki Wealth & Investment Management's Asset Allocation

To

Gerber Kawasaki Wealth & Investment Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Gerber Kawasaki Wealth & Investment Management's Hypothetical Growth since 2024-09-30

Gerber Kawasaki Wealth & Investment Management's Yearly Returns

Year Portfolio % % Excess Gain %

Gerber Kawasaki Wealth & Investment Management's Holdings Heat Map

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Gerber Kawasaki Wealth & Investment Management's Holdings Bubble Chart

Gerber Kawasaki Wealth & Investment Management News

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