- New Purchases: CRCM, JPST, MCHI, VOO, MRK, AVGO, PFF, LIVX,
- Added Positions: USMV, XLV, DVY, ULTA, FNKO, IJR, IIPR, JHB, BX, TAN, PLD, CRON, SPY, DIS, XLK, XLF, ITA, MINT, QCOM, IHI, JPC, VZ, IAU, ADBE, NAC, CCI, IVV, ILMN, SBUX, NKE, ZTS, STNE, WORK, IAC, GOOGL, VWO, IGV, NBB, TTWO, HYT, JPM, ANET, BHC, VIG,
- Reduced Positions: MSFT, STZ, INTC, IBB, IEMG, TSLA, FRC, INDA, NEE, NFLX, CVX, NVDA, NOC, AMZN, COST, KRE, EWZ, FB, AMGN, TXN, PANW, IEFA, BXS, KTOS, IRWD, STXB, JNJ, VEA, QQQ, IWM, VTV, VTI, RSP, PBE, BAC, BA, IDXX, SHOP, BABA,
- Sold Out: JHD, LYFT, ACB, UNH, MKC, JMF, COOP, AKRX, GERN,
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 Volatility USA ETF (USMV) - 412,541 shares, 6.92% of the total portfolio. Shares added by 6.36%
- Apple Inc (AAPL) - 79,019 shares, 5.94% of the total portfolio. Shares added by 0.23%
- iShares Select Dividend ETF (DVY) - 208,523 shares, 5.64% of the total portfolio. Shares added by 7.08%
- The Walt Disney Co (DIS) - 148,646 shares, 5.50% of the total portfolio. Shares added by 2.86%
- iShares Core MSCI Emerging Markets ETF (IEMG) - 383,160 shares, 5.27% of the total portfolio. Shares reduced by 2.4%
Gerber Kawasaki Wealth & Investment Management initiated holding in Care.com Inc. The purchase prices were between $9.94 and $15.1, with an estimated average price of $12.09. The stock is now traded at around $15.00. The impact to a portfolio due to this purchase was 0.26%. The holding were 67,755 shares as of .
New Purchase: JPMorgan Ultra-Short Income ETF (JPST)Gerber Kawasaki Wealth & Investment Management initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.49. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,725 shares as of .
New Purchase: Vanguard S&P 500 ETF (VOO)Gerber Kawasaki Wealth & Investment Management initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $306.52. The impact to a portfolio due to this purchase was 0.06%. The holding were 729 shares as of .
New Purchase: iShares MSCI China ETF (MCHI)Gerber Kawasaki Wealth & Investment Management initiated holding in iShares MSCI China ETF. The purchase prices were between $55.37 and $64.27, with an estimated average price of $59.97. The stock is now traded at around $63.80. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,690 shares as of .
New Purchase: Broadcom Inc (AVGO)Gerber Kawasaki Wealth & Investment Management initiated holding in Broadcom Inc. The purchase prices were between $270.07 and $327.8, with an estimated average price of $304.55. The stock is now traded at around $316.07. The impact to a portfolio due to this purchase was 0.05%. The holding were 650 shares as of .
New Purchase: iShares U.S. Preferred Stock (PFF)Gerber Kawasaki Wealth & Investment Management initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $36.77 and $37.68, with an estimated average price of $37.31. The stock is now traded at around $38.10. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,500 shares as of .
Added: Ulta Beauty Inc (ULTA)Gerber Kawasaki Wealth & Investment Management added to a holding in Ulta Beauty Inc by 252.54%. The purchase prices were between $228.49 and $262.79, with an estimated average price of $243.98. The stock is now traded at around $289.77. The impact to a portfolio due to this purchase was 0.3%. The holding were 6,536 shares as of .
Added: Funko Inc (FNKO)Gerber Kawasaki Wealth & Investment Management added to a holding in Funko Inc by 110.83%. The purchase prices were between $13.76 and $20.17, with an estimated average price of $16.24. The stock is now traded at around $9.93. The impact to a portfolio due to this purchase was 0.28%. The holding were 120,190 shares as of .
Added: Innovative Industrial Properties Inc (IIPR)Gerber Kawasaki Wealth & Investment Management added to a holding in Innovative Industrial Properties Inc by 112.50%. The purchase prices were between $67.69 and $91.28, with an estimated average price of $77.38. The stock is now traded at around $95.27. The impact to a portfolio due to this purchase was 0.24%. The holding were 23,690 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 33.03%. The purchase prices were between $9.86 and $10.06, with an estimated average price of $9.96. The stock is now traded at around $9.99. The impact to a portfolio due to this purchase was 0.24%. The holding were 370,620 shares as of .
Added: Blackstone Group Inc (BX)Gerber Kawasaki Wealth & Investment Management added to a holding in Blackstone Group Inc by 20.90%. The purchase prices were between $45.61 and $56.3, with an estimated average price of $52.04. The stock is now traded at around $63.75. The impact to a portfolio due to this purchase was 0.21%. The holding were 84,319 shares as of .
Added: Invesco Solar ETF (TAN)Gerber Kawasaki Wealth & Investment Management added to a holding in Invesco Solar ETF by 48.30%. The purchase prices were between $27.33 and $31.12, with an estimated average price of $28.94. The stock is now traded at around $35.21. The impact to a portfolio due to this purchase was 0.2%. The holding were 77,323 shares as of .
Sold Out: Nuveen High Income Dec 2019 Target Term Fund (JHD)Gerber Kawasaki Wealth & Investment Management sold out a holding in Nuveen High Income Dec 2019 Target Term Fund. The sale prices were between $9.84 and $9.9, with an estimated average price of $9.87.
Sold Out: Lyft Inc (LYFT)Gerber Kawasaki Wealth & Investment Management sold out a holding in Lyft Inc. The sale prices were between $37.7 and $49.37, with an estimated average price of $44.02.
Sold Out: Aurora Cannabis Inc (ACB)Gerber Kawasaki Wealth & Investment Management sold out a holding in Aurora Cannabis Inc. The sale prices were between $1.91 and $4.51, with an estimated average price of $3.07.
Sold Out: UnitedHealth Group Inc (UNH)Gerber Kawasaki Wealth & Investment Management sold out a holding in UnitedHealth Group Inc. The sale prices were between $215.36 and $295.97, with an estimated average price of $263.11.
Sold Out: McCormick & Co Inc (MKC)Gerber Kawasaki Wealth & Investment Management sold out a holding in McCormick & Co Inc. The sale prices were between $158.46 and $172.74, with an estimated average price of $165.58.
Sold Out: Nuveen Energy MLP Total Return Fund (JMF)Gerber Kawasaki Wealth & Investment Management sold out a holding in Nuveen Energy MLP Total Return Fund. The sale prices were between $7.04 and $8.52, with an estimated average price of $7.7.
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