Gerber Kawasaki Wealth & Investment Management Buys SPDR Select Sector Fund - Financial, iShares U.S. Aerospace & Defense, NextEra Energy Inc, Sells The Scotts Miracle Gro Co, Invesco China Technology, Time Warner Inc

Investment company Gerber Kawasaki Wealth & Investment Management buys SPDR Select Sector Fund - Financial, iShares U.S. Aerospace & Defense, NextEra Energy Inc, SolarEdge Technologies Inc, iShares Core S&P Small-Cap, Alphabet Inc, SPDR Select Sector Fund - Consumer Discretionary, PagSeguro Digital, Crown Castle International Corp, Constellation Brands Inc, sells The Scotts Miracle Gro Co, Invesco China Technology, Time Warner Inc, Lockheed Martin Corp, Vanguard Consumer Staples during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Gerber Kawasaki Wealth & Investment Management. As of 2018-06-30, Gerber Kawasaki Wealth & Investment Management owns 98 stocks with a total value of $328 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 http://www.gurufocus.com/StockBuy.php?GuruName=Gerber+Kawasaki+Wealth+%26+Investment+Management

These are the top 5 holdings of Gerber Kawasaki Wealth & Investment Management
  1. iShares Core MSCI Emerging Markets (IEMG) - 527,705 shares, 8.35% of the total portfolio. Shares added by 10.40%
  2. iShares Core MSCI EAFE (IEFA) - 375,762 shares, 7.19% of the total portfolio. Shares added by 8.64%
  3. Apple Inc (AAPL) - 88,713 shares, 5.06% of the total portfolio. Shares added by 8.65%
  4. SPDR Select Sector Fund - Technology (XLK) - 233,868 shares, 5% of the total portfolio. Shares added by 11.43%
  5. Walt Disney Co (DIS) - 137,491 shares, 4.41% of the total portfolio. Shares added by 5.27%
New Purchase: SolarEdge Technologies Inc (SEDG)

Gerber Kawasaki Wealth & Investment Management initiated holding in SolarEdge Technologies Inc. The purchase prices were between $46.45 and $68.55, with an estimated average price of $55.37. The stock is now traded at around $48.45. The impact to a portfolio due to this purchase was 0.5%. The holding were 32,553 shares as of 2018-06-30.

New Purchase: SPDR Select Sector Fund - Energy Select Sector (XLE)

Gerber Kawasaki Wealth & Investment Management initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $66.06 and $78.91, with an estimated average price of $74.31. The stock is now traded at around $75.27. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,623 shares as of 2018-06-30.

New Purchase: EOG Resources Inc (EOG)

Gerber Kawasaki Wealth & Investment Management initiated holding in EOG Resources Inc. The purchase prices were between $101.93 and $127.45, with an estimated average price of $116.15. The stock is now traded at around $122.39. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,133 shares as of 2018-06-30.

New Purchase: Spirit of Texas Bancshares Inc (STXB)

Gerber Kawasaki Wealth & Investment Management initiated holding in Spirit of Texas Bancshares Inc. The purchase prices were between $20.45 and $22.15, with an estimated average price of $21.08. The stock is now traded at around $21.79. The impact to a portfolio due to this purchase was 0.16%. The holding were 25,000 shares as of 2018-06-30.

New Purchase: Amgen Inc (AMGN)

Gerber Kawasaki Wealth & Investment Management initiated holding in Amgen Inc. The purchase prices were between $166.05 and $186.51, with an estimated average price of $176.84. The stock is now traded at around $197.99. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,391 shares as of 2018-06-30.

New Purchase: Twenty-First Century Fox Inc (FOXA)

Gerber Kawasaki Wealth & Investment Management initiated holding in Twenty-First Century Fox Inc. The purchase prices were between $35.69 and $49.79, with an estimated average price of $39.52. The stock is now traded at around $45.42. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,675 shares as of 2018-06-30.

Added: SPDR Select Sector Fund - Financial (XLF)

Gerber Kawasaki Wealth & Investment Management added to a holding in SPDR Select Sector Fund - Financial by 85.84%. The purchase prices were between $26.36 and $28.34, with an estimated average price of $27.58. The stock is now traded at around $28.12. The impact to a portfolio due to this purchase was 0.83%. The holding were 219,339 shares as of 2018-06-30.

Added: iShares U.S. Aerospace & Defense (ITA)

Gerber Kawasaki Wealth & Investment Management added to a holding in iShares U.S. Aerospace & Defense by 24.66%. The purchase prices were between $187.72 and $205.82, with an estimated average price of $198.16. The stock is now traded at around $203.78. The impact to a portfolio due to this purchase was 0.57%. The holding were 48,574 shares as of 2018-06-30.

Added: NextEra Energy Inc (NEE)

Gerber Kawasaki Wealth & Investment Management added to a holding in NextEra Energy Inc by 194.59%. The purchase prices were between $155.4 and $168.08, with an estimated average price of $161.46. The stock is now traded at around $171.16. The impact to a portfolio due to this purchase was 0.5%. The holding were 14,635 shares as of 2018-06-30.

Added: iShares Core S&P Small-Cap (IJR)

Gerber Kawasaki Wealth & Investment Management added to a holding in iShares Core S&P Small-Cap by 25.35%. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $86.62. The impact to a portfolio due to this purchase was 0.44%. The holding were 84,922 shares as of 2018-06-30.

Added: Alphabet Inc (GOOG)

Gerber Kawasaki Wealth & Investment Management added to a holding in Alphabet Inc by 32.50%. The purchase prices were between $1006.47 and $1173.46, with an estimated average price of $1080.62. The stock is now traded at around $1223.71. The impact to a portfolio due to this purchase was 0.41%. The holding were 4,848 shares as of 2018-06-30.

Added: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Gerber Kawasaki Wealth & Investment Management added to a holding in SPDR Select Sector Fund - Consumer Discretionary by 24.45%. The purchase prices were between $98.43 and $112.31, with an estimated average price of $105.69. The stock is now traded at around $111.86. The impact to a portfolio due to this purchase was 0.34%. The holding were 52,435 shares as of 2018-06-30.

Sold Out: Invesco China Technology (CQQQ)

Gerber Kawasaki Wealth & Investment Management sold out a holding in Invesco China Technology. The sale prices were between $54.04 and $61.81, with an estimated average price of $58.82.

Sold Out: Time Warner Inc (TWX)

Gerber Kawasaki Wealth & Investment Management sold out a holding in Time Warner Inc. The sale prices were between $92.18 and $98.77, with an estimated average price of $95.01.

Sold Out: Vanguard Consumer Staples (VDC)

Gerber Kawasaki Wealth & Investment Management sold out a holding in Vanguard Consumer Staples. The sale prices were between $127.33 and $138.04, with an estimated average price of $132.29.

Sold Out: Invesco California AMT-Free Municipal Bond Portfol (PWZ)

Gerber Kawasaki Wealth & Investment Management sold out a holding in Invesco California AMT-Free Municipal Bond Portfol. The sale prices were between $25.43 and $26.03, with an estimated average price of $25.75.

Sold Out: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Gerber Kawasaki Wealth & Investment Management sold out a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The sale prices were between $101.41 and $101.68, with an estimated average price of $101.51.

Sold Out: SPDR S&P 500 (SPY)

Gerber Kawasaki Wealth & Investment Management sold out a holding in SPDR S&P 500. The sale prices were between $257.47 and $278.92, with an estimated average price of $270.08.



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