GL
| |
GERBER, LLC13F | |
| GERBER, LLC | |
| Last update 2025-04-23 | 87 Stocks (6 new) |
| Value $120.00 Mil | Turnover 4 % |
GERBER, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FENI | Fidelity Enhanced International ETF | 431,823 | 12,851.0 | +0.81% | 10.710 | +0.09% | 0.590 | +14.38% | +22.57% | 3,206.4 | ||
QQQ | INVESCO QQQ Trust | 23,842 | 11,179.8 | -2.61% | 9.320 | -0.24% | 0.000 | +30.41% | +10.65% | 359,636.5 | ||
COWZ | Pacer US Cash Cows 100 ETF | 187,520 | 10,268.6 | +1.68% | 8.560 | +0.14% | 0.040 | +13.45% | -0.40% | 20,527.7 | ||
AON | Aon PLC | 22,790 | 9,095.3 | 0% | 7.580 | 0% | 0.010 | -1.21% | -1.91% | 75,775.5 | Insurance | |
ARKK | ARK Innovation ETF | 189,250 | 9,004.5 | -0.16% | 7.510 | -0.01% | 0.170 | +72.84% | +35.30% | 7,257.2 | ||
AAPL | Apple Inc | 34,648 | 7,696.4 | +9.63% | 6.420 | +0.56% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
VTI | Vanguard Total Stock Market ETF | 15,075 | 4,143.3 | +3.62% | 3.450 | +0.12% | 0.000 | +22.87% | +7.47% | 477,154.9 | ||
BLOK |
Amplify Transformational Data Sharing ETF
Amplify Transformational Data Sharing ETF
| 101,047 | 3,726.6 | +0.13% | 3.110 | 0% | 0.570 | +71.15% | +41.91% | 1,161.4 | ||
NVDA | NVIDIA Corp | 32,422 | 3,513.9 | +0.75% | 2.930 | +0.02% | 0.000 | +76.86% | +27.64% | 4,179,539.5 | Semiconductors | |
ARKF | ARK Fintech Innovation ETF | 96,793 | 3,219.3 | -0.78% | 2.680 | -0.02% | 0.360 | +70.59% | +47.15% | 1,289.7 |
GERBER, LLC's Historical Top Holdings Breakdowns
GERBER, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -8.78% | 222.15 ($333.26) 428.22 | $328.49 | -1.43% | Reduce -93.76% | 1,985 | -29,840 | |
DRSK | Aptus Defined Risk ETF | 2025-03-31 | New Buy New Buy | +1.87% | 27.06 ($27.82) 28.23 | $28.34 | 1.87% | New holding | 82,319 | 82,319 | |
ACIO |
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
| 2025-03-31 | New Buy New Buy | +0.73% | 38.36 ($40.2) 41.43 | $41.65 | 3.61% | New holding | 22,675 | 22,675 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.56% | 209.68 ($231.67) 247.1 | $212.48 | -8.28% | Add 9.63% | 34,648 | 3,043 | |
INVA | Innoviva Inc | 2025-03-31 | Sold Out Sold Out | -0.39% | 17.21 ($17.93) 18.98 | $19.50 | 8.76% | Sold Out | 0 | -30,800 | |
VLO | Valero Energy Corp | 2025-03-31 | New Buy New Buy | +0.30% | 121.76 ($132.69) 142.99 | $146.28 | 10.24% | New holding | 2,692 | 2,692 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.24% | 468.34 ($508.07) 539.52 | $564.18 | 11.04% | Reduce -2.61% | 23,842 | -640 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.23% | 156.06 ($183.12) 207.71 | $191.15 | 4.39% | Reduce -16.02% | 8,762 | -1,672 | |
ORCL | Oracle Corp | 2025-03-31 | Reduce Reduce | -0.18% | 139.81 ($162.81) 186.47 | $243.54 | 49.59% | Reduce -21.02% | 5,711 | -1,520 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Sold Out Sold Out | -0.18% | 27.01 ($27.88) 28.54 | $26.95 | -3.34% | Sold Out | 0 | -9,048 |
GERBER, LLC Total Holding History ($B)
GERBER, LLC's Asset Allocation
GERBER, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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GERBER, LLC's Hypothetical Growth since 2025-03-31
GERBER, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GERBER, LLC's Holdings Heat Map
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GERBER, LLC's Holdings Bubble Chart
GERBER, LLC News
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