GK

Gerber Kawasaki Wealth & Investment Management

13F
Gerber Kawasaki Wealth & Investment Management
Last update 2025-05-15 292 Stocks (26 new)
Value $2.23 Bil Turnover 5 %
Countries:
Top Holdings: QQQM(7.28%)SPYG(5.15%)NVDA(4.75%)SPYV(4.62%)AGG(3.77%)
Summary Stock Picks Current Portfolio
Gerber Kawasaki Wealth & Inves... Top Holdings of 2025-03-31 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
839,751
162,087.8
+3.59%
7.280
+0.25%
0.390
+24.25%
+10.63%
55,337.3
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
1,424,985
114,525.7
+2.98%
5.150
+0.15%
0.370
+25.27%
+11.68%
39,068.8
 
NVDA
NVIDIA Corp
975,394
105,713.3
+0.10%
4.750
0%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
SPYV
SPDR Portfolio S&P 500 Value ETF
2,012,915
102,799.4
+7.92%
4.620
+0.34%
0.400
+12.04%
+5.84%
27,326.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
847,280
83,812.8
+10.62%
3.770
+0.36%
0.070
+1.65%
+3.49%
128,152.2
 
AAPL
Apple Inc
376,678
83,671.4
+3.12%
3.760
+0.11%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
1,000,016
69,810.9
+20.71%
3.140
+0.54%
0.170
+15.07%
+22.19%
47,549.2
 
XLK
Technology Select Sector SPDR ETF
326,612
67,438.6
+3.55%
3.030
+0.10%
0.110
+31.65%
+12.33%
82,708.7
 
TSLA
Tesla Inc
235,919
61,140.9
-10.08%
2.750
-0.46%
0.010
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts
SCHD
Schwab US Dividend Equity ETF
1,926,141
53,854.8
+0.92%
2.420
+0.02%
0.070
+8.77%
+2.12%
71,498.8
 

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
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-03-31
Add
Add
+0.54%
●
65.06 ($69.34) 72.31
$79.58
14.77%
Add 20.71%
1,000,016
171,605
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.46%
●
222.15 ($333.26) 428.22
$332.56
-0.21%
Reduce -10.08%
235,919
-26,433
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.36%
●
95.85 ($97.76) 99.25
$98.35
0.60%
Add 10.62%
847,280
81,359
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.34%
●
49.78 ($51.86) 53.19
$53.67
3.49%
Add 7.92%
2,012,915
147,713
QQQM
Invesco NASDAQ 100 ETF
2025-03-31
Add
Add
+0.25%
●
192.82 ($209.18) 222.1
$232.10
10.96%
Add 3.59%
839,751
29,093
DELL
Dell Technologies Inc
2025-03-31
Reduce
Reduce
-0.23%
●
90.34 ($105.78) 124.66
$127.22
20.27%
Reduce -67.6%
21,851
-45,596
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.19%
●
50.39 ($50.51) 50.66
$50.61
0.20%
Add 31.55%
350,981
84,174
MGM
MGM Resorts International
2025-03-31
Reduce
Reduce
-0.17%
●
29.64 ($33.6) 40.37
$38.33
14.08%
Reduce -24.5%
339,322
-110,094
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.16%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Add 52.79%
17,592
6,078
CBND
CBND
2025-03-31
Add
Add
+0.16%
●
28.27 ($28.83) 29.28
$33.69
16.86%
Add 10.54%
1,326,596
126,502

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 2025-03-31

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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