- New Purchases: SCHD, XLC, GLD, XBI, GILD, NEAR, TWTR, CRWD, TMO, LYFT, MGM, MRNA, IWO, KMB, BNDX, HDGE, GUT, NWHM,
- Added Positions: IHI, IAU, XLK, JHY, JPC, IBB, USMV, JHB, GOOG, EA, ATVI, MGP, MSFT, BX, XLV, WORK, CCI, AMZN, IIPR, NAC, SBUX, JPST, ADBE, CRON, XLF, VTI, QQQ, PANW, JPM, IGV, IYF, MRK, JNJ, NBB, VIG, MINT, NFLX, ZTS, HYT, GOOGL, TTWO, PG, COST, PFF, CVX, AMGN, AMT, TXN, SHOP, XLP,
- Reduced Positions: DVY, IEMG, IJR, IEFA, ITA, NOC, AAPL, TSLA, VZ, ULTA, DIS, XLY, INTC, KTOS, IVV, LMT, IWM, TAN, PLD, QCOM, KRE, FRC, NKE, SPY, RSP, IJH, HD, STNE, SOXX, VDC, BRK.B, BXS, ILMN, PBE, VUG,
- Sold Out: FNKO, IAC, CRCM, BHC, VWO, STZ, VTV, EWZ, STXB, INDA, BABA, VEA, BAC, BA, PYPL, ANET, MCHI, VOO, ISRG, VYM, AVGO, LIVX, BACPL.PFD,
For the details of Gerber Kawasaki Wealth & Investment Management's stock buys and sells, go to https://www.gurufocus.com/guru/gerber+kawasaki+wealth+%26+investment+management/current-portfolio/portfolio
These are the top 5 holdings of Gerber Kawasaki Wealth & Investment Management- iShares Edge MSCI Min Vol USA (USMV) - 439,018 shares, 6.85% of the total portfolio. Shares added by 6.42%
- SPDR Select Sector Fund - Technology (XLK) - 247,811 shares, 5.75% of the total portfolio. Shares added by 13.59%
- Apple Inc (AAPL) - 74,892 shares, 5.50% of the total portfolio. Shares reduced by 5.22%
- Tesla Inc (TSLA) - 32,990 shares, 4.99% of the total portfolio. Shares reduced by 8.09%
- Schwab US Dividend Equity (SCHD) - 340,581 shares, 4.42% of the total portfolio. New Position
Gerber Kawasaki Wealth & Investment Management initiated holding in Schwab US Dividend Equity. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.82. The impact to a portfolio due to this purchase was 4.42%. The holding were 340,581 shares as of .
New Purchase: The Communication Services Select Sector SPDR Fund (XLC)Gerber Kawasaki Wealth & Investment Management initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $40.32 and $57.58, with an estimated average price of $52.1. The stock is now traded at around $50.13. The impact to a portfolio due to this purchase was 1.77%. The holding were 138,938 shares as of .
New Purchase: SPDR Gold Trust (GLD)Gerber Kawasaki Wealth & Investment Management initiated holding in SPDR Gold Trust. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $161.02. The impact to a portfolio due to this purchase was 1.38%. The holding were 32,213 shares as of .
New Purchase: SPDR Series Trust S&P Biotech (XBI)Gerber Kawasaki Wealth & Investment Management initiated holding in SPDR Series Trust S&P Biotech. The purchase prices were between $65.95 and $98.35, with an estimated average price of $89.21. The stock is now traded at around $97.50. The impact to a portfolio due to this purchase was 0.83%. The holding were 37,273 shares as of .
New Purchase: Gilead Sciences Inc (GILD)Gerber Kawasaki Wealth & Investment Management initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $79.14. The impact to a portfolio due to this purchase was 0.75%. The holding were 34,677 shares as of .
New Purchase: iShares Short Maturity Bond (NEAR)Gerber Kawasaki Wealth & Investment Management initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.25. The impact to a portfolio due to this purchase was 0.43%. The holding were 30,635 shares as of .
Added: iShares U.S. Medical Devices (IHI)Gerber Kawasaki Wealth & Investment Management added to a holding in iShares U.S. Medical Devices by 136.52%. The purchase prices were between $184.98 and $277.11, with an estimated average price of $252.6. The stock is now traded at around $258.93. The impact to a portfolio due to this purchase was 1.56%. The holding were 41,483 shares as of .
Added: ishares Gold Trust (IAU)Gerber Kawasaki Wealth & Investment Management added to a holding in ishares Gold Trust by 137.40%. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.31. The impact to a portfolio due to this purchase was 0.97%. The holding were 384,631 shares as of .
Added: Nuveen High Income 2020 Target Term Fund (JHY)Gerber Kawasaki Wealth & Investment Management added to a holding in Nuveen High Income 2020 Target Term Fund by 362.01%. The purchase prices were between $8.02 and $9.82, with an estimated average price of $9.52. The stock is now traded at around $9.04. The impact to a portfolio due to this purchase was 0.45%. The holding were 224,970 shares as of .
Added: Nuveen Preferred & Income Opportunities Fund (JPC)Gerber Kawasaki Wealth & Investment Management added to a holding in Nuveen Preferred & Income Opportunities Fund by 290.27%. The purchase prices were between $5.03 and $10.73, with an estimated average price of $9.54. The stock is now traded at around $8.06. The impact to a portfolio due to this purchase was 0.44%. The holding were 277,951 shares as of .
Added: iShares Nasdaq Biotechnology Index Fund (IBB)Gerber Kawasaki Wealth & Investment Management added to a holding in iShares Nasdaq Biotechnology Index Fund by 46.40%. The purchase prices were between $94.39 and $123.48, with an estimated average price of $115.7. The stock is now traded at around $126.98. The impact to a portfolio due to this purchase was 0.42%. The holding were 42,803 shares as of .
Added: Nuveen High Income Nov 2021 Target Term Fund (JHB)Gerber Kawasaki Wealth & Investment Management added to a holding in Nuveen High Income Nov 2021 Target Term Fund by 37.27%. The purchase prices were between $7.58 and $10.03, with an estimated average price of $9.6. The stock is now traded at around $8.63. The impact to a portfolio due to this purchase was 0.34%. The holding were 508,735 shares as of .
Sold Out: Funko Inc (FNKO)Gerber Kawasaki Wealth & Investment Management sold out a holding in Funko Inc. The sale prices were between $3.64 and $17.57, with an estimated average price of $10.38.
Sold Out: IAC/InterActiveCorp (IAC)Gerber Kawasaki Wealth & Investment Management sold out a holding in IAC/InterActiveCorp. The sale prices were between $130.75 and $276.99, with an estimated average price of $223.11.
Sold Out: Care.com Inc (CRCM)Gerber Kawasaki Wealth & Investment Management sold out a holding in Care.com Inc. The sale prices were between $14.96 and $15.12, with an estimated average price of $14.99.
Sold Out: Bausch Health Companies Inc (BHC)Gerber Kawasaki Wealth & Investment Management sold out a holding in Bausch Health Companies Inc. The sale prices were between $12.98 and $30.25, with an estimated average price of $24.35.
Sold Out: Vanguard FTSE Emerging Markets (VWO)Gerber Kawasaki Wealth & Investment Management sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $30.46 and $45.91, with an estimated average price of $41.1.
Sold Out: Constellation Brands Inc (STZ)Gerber Kawasaki Wealth & Investment Management sold out a holding in Constellation Brands Inc. The sale prices were between $105.64 and $208.34, with an estimated average price of $177.28.
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