Gerber Kawasaki Wealth & Investment Management Buys Schwab US Dividend Equity, The Communication Services Select Sector SPDR Fund, iShares U.S. Medical Devices, Sells iShares Select Dividend ETF, iShares Core MSCI Emerging Markets, iShares Core S&P Small-

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May 05, 2020
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Investment company Gerber Kawasaki Wealth & Investment Management (Current Portfolio) buys Schwab US Dividend Equity, The Communication Services Select Sector SPDR Fund, iShares U.S. Medical Devices, SPDR Gold Trust, ishares Gold Trust, sells iShares Select Dividend ETF, iShares Core MSCI Emerging Markets, iShares Core S&P Small-Cap, iShares Core MSCI EAFE, Funko Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Gerber Kawasaki Wealth & Investment Management. As of 2020Q1, Gerber Kawasaki Wealth & Investment Management owns 121 stocks with a total value of $346 million. These are the details of the buys and sells.

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
  1. iShares Edge MSCI Min Vol USA (USMV) - 439,018 shares, 6.85% of the total portfolio. Shares added by 6.42%
  2. SPDR Select Sector Fund - Technology (XLK) - 247,811 shares, 5.75% of the total portfolio. Shares added by 13.59%
  3. Apple Inc (AAPL) - 74,892 shares, 5.50% of the total portfolio. Shares reduced by 5.22%
  4. Tesla Inc (TSLA) - 32,990 shares, 4.99% of the total portfolio. Shares reduced by 8.09%
  5. Schwab US Dividend Equity (SCHD) - 340,581 shares, 4.42% of the total portfolio. New Position
New Purchase: Schwab US Dividend Equity (SCHD)

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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