GK

Gerber Kawasaki Wealth & Investment Management

13F
Gerber Kawasaki Wealth & Investment Management
Last update 2024-08-13 281 Stocks (18 new)
Value $2.00 Bil Turnover 10 %
Countries:
Top Holdings: QQQM(7.55%)NVDA(6.56%)XLK(4.42%)SPYV(4.24%)AAPL(3.85%)
Portfolio Report
Summary Stock Picks Current Portfolio
Gerber Kawasaki Wealth & Inves... Top Holdings of 2024-06-30 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
764,955
150778.950
+7.98%
7.550
+0.56%
-
+0.64%
+17.95%
33040.560
 
NVDA 		NVIDIA Corp
1,060,998
131075.760
-14.79%
6.560
-0.90%
0.000
-8.14%
+134.81%
2851857.800
Semiconductors
XLK 		Technology Select Sector SPDR ETF
389,888
88203.990
+3.91%
4.420
+0.17%
-
-2.77%
+15.38%
68915.837
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
1,738,665
84742.270
+7.96%
4.240
+0.31%
-
+6.81%
+12.72%
24671.815
 
AAPL 		Apple Inc
365,103
76897.980
+0.44%
3.850
+0.02%
0.000
+9.27%
+18.07%
3443280.906
Hardware
AGG 		iShares Core U.S. Aggregate Bond ETF
638,540
61982.880
+1,689.08%
3.100
+2.93%
-
+3.76%
+2.21%
120921.000
 
MSFT 		Microsoft Corp
133,982
59883.130
+0.99%
3.000
+0.03%
0.000
-3.44%
+15.91%
3222296.469
Software
TSLA 		Tesla Inc
290,833
57550.180
-12.40%
2.880
-0.39%
0.010
+36.60%
+0.61%
798660.104
Vehicles & Parts
SCHD 		Schwab US Dividend Equity ETF
644,647
50127.670
-2.23%
2.510
-0.06%
-
+8.72%
+11.56%
62389.578
 
XLV 		Health Care Select Sector SPDR
342,009
49847.440
+5.37%
2.500
+0.13%
-
+5.17%
+13.21%
41844.766
 

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
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Add
+2.93%
●
95.11 ($96.53) 97.92
$101.44
5.09%
Add 1689.08%
638,540
602,849
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-06-30Reduce
-2.91%
●
24.54 ($24.92) 25.28
$26.19
5.10%
Reduce -84.21%
398,679
-2,126,302
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.90%
●
76.2 ($101.1) 135.58
$116.26
15.00%
Reduce -14.79%
1,060,998
-184,172
XBI 		SPDR Biotech ETF2024-06-30Reduce
-0.87%
●
82.22 ($89.66) 94.12
$99.19
10.63%
Reduce -92.85%
13,173
-171,188
PBE 		Invesco Biotechnology & Genome ETF2024-06-30Add
+0.84%
●
59.62 ($63.32) 66.11
$70.12
10.74%
Add 478.73%
313,072
258,976
QQQM 		Invesco NASDAQ 100 ETF2024-06-30Add
+0.56%
●
170.63 ($185.08) 199.67
$198.80
7.41%
Add 7.98%
764,955
56,520
DELL 		Dell Technologies Inc2024-06-30New Buy
+0.46%
●
114.87 ($134.06) 179.21
$117.57
-12.30%
New holding
66,053
66,053
TSLA 		Tesla Inc2024-06-30Reduce
-0.39%
●
142.05 ($174.77) 197.88
$250.00
43.05%
Reduce -12.4%
290,833
-41,150
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-06-30Add
+0.31%
●
47.37 ($48.88) 50.09
$52.56
7.53%
Add 7.96%
1,738,665
128,258
IXUS 		iShares Core MSCI Total International Stock ETF2024-06-30Add
+0.25%
●
65.1 ($67.81) 70.07
$71.20
5.00%
Add 12.13%
688,779
74,493

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 2024-06-30

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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