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CIK: 0001666736
Total reported value
$3.7B
$3.7B
284 檔
12.4%
According to the latest 13F quarterly dataset, Gerber Kawasaki Wealth & Investment Management managed an equity portfolio of $3.7B at the end of Q1 2024, spanning 284 distinct U.S. exchange-listed positions.
During Q1 2024, Gerber Kawasaki Wealth & Investment Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.99% | +0.51% | +2.81% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.08% | -0.19% | -10.40% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.36% | -0.23% | +7.44% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.22% | +0.41% | -1.87% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.45% | -0.05% | +17.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.37% | -0.06% | +2.65% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.15% | -0.21% | -12.15% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.11% | +2.08% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.87% | -0.25% | -2.46% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.59% | -0.04% | +5.34% | |
| 11 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.47% | -0.08% | +8.95% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.26% | +0.01% | +6.45% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.25% | -0.07% | +1978.17% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 2.05% | +0.01% | +3.89% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.15% | +5.21% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.70% | +0.31% | +4.88% | |
| 17 | MGM | Mgm Resorts International | Stock-Consumer Disc | 1.68% | -0.05% | +1.33% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.01% | +2.20% | |
| 19 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.37% | -0.08% | +21.93% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 1.37% | +0.03% | -0.43% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 1.35% | — | -7.72% | |
| 22 | PWZ | Invesco California Amt-free | ETF-Other | 1.30% | -0.08% | +12.28% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.25% | -0.14% | +3.23% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.24% | -0.01% | +16.73% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.23% | -0.39% | -2.31% | |
| 26 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.94% | +0.01% | +1305.83% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.93% | +0.50% | +692.28% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.89% | -0.09% | +15.55% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.03% | +6.67% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | -0.06% | +1.88% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.82% | — | +13.54% | |
| 32 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.81% | +0.06% | +12.28% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.10% | -0.94% | |
| 34 | VICI | Vici Properties Inc | Stock-Real Estate | 0.78% | -0.06% | +0.69% | |
| 35 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | -0.01% | +7.21% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.73% | -0.19% | -4.58% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.70% | -0.11% | -18.15% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.68% | -0.04% | +24.09% | |
| 39 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.68% | -0.01% | +28.50% | |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.65% | -0.07% | +24.73% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.65% | -0.05% | +10.62% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.65% | — | +6.76% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.64% | — | +38.87% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.01% | +9.02% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.03% | -0.79% | |
| 46 | URTH | Ishares Msci World ETF | ETF-Other | 0.61% | -0.01% | -2.07% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.59% | -0.05% | -1.74% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.49% | -0.03% | +1.96% | |
| 49 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.48% | -0.04% | -79.57% | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.47% | -0.01% | +2.29% |
According to official SEC Form 13F filings, Gerber Kawasaki Wealth & Investment Management reported a total U.S. public equity portfolio value of $3.7B across 284 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, SPYV) accounted for 12.4% of total reported equity market value during Q1 2024.
During Q1 2024, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (7.0%)、NVDA (6.1%)、SPYV (4.4%). The largest single position, QQQM, represented 7.0% of total portfolio value.
In Q1 2024, Gerber Kawasaki Wealth & Investment Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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