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CIK: 0001666736
Total reported value
$3.7B
$3.7B
282 檔
14.2%
At the close of Q2 2024, Gerber Kawasaki Wealth & Investment Management disclosed equity holdings valued at approximately $3.7B, spread across 282 reported holdings.
During Q2 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 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.55% | +0.51% | +7.98% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.56% | -0.19% | +752.09% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.42% | +0.41% | +3.91% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.24% | -0.23% | +7.96% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.85% | -0.06% | +0.44% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.10% | -0.25% | +1689.08% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.11% | +0.99% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.88% | -0.21% | -12.40% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.51% | -0.25% | -2.23% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.50% | -0.04% | +5.37% | |
| 11 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.44% | -0.08% | +8.75% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.33% | -0.07% | +12.13% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.23% | +0.01% | +7.36% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.11% | +0.15% | +0.60% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 2.00% | +0.01% | +7.70% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.82% | +0.31% | +5.48% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | -0.01% | +5.39% | |
| 18 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.40% | -0.08% | +11.30% | |
| 19 | MGM | Mgm Resorts International | Stock-Consumer Disc | 1.39% | -0.05% | -5.15% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 1.34% | +0.03% | +3.76% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 1.33% | — | +3.38% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.30% | -0.14% | +7.40% | |
| 23 | PWZ | Invesco California Amt-free | ETF-Other | 1.27% | -0.08% | +5.71% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.26% | -0.39% | +0.06% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.22% | -0.01% | +10.04% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.07% | +0.50% | +14.41% | |
| 27 | PBE | Invesco Biotechnology & Geno | ETF-Tech | 1.02% | -0.01% | +478.73% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.96% | -0.09% | +15.96% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.03% | +8.54% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.84% | — | +15.39% | |
| 31 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.84% | +0.06% | +8.26% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.73% | -0.04% | +17.26% | |
| 33 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | -0.01% | +5.63% | |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.71% | -0.07% | +18.21% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.69% | — | +5.07% | |
| 36 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.69% | -0.01% | +10.46% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 0.66% | — | +14.30% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.66% | -0.05% | +10.11% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.10% | -0.36% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.06% | -3.10% | |
| 41 | VICI | Vici Properties Inc | Stock-Real Estate | 0.64% | -0.06% | -8.58% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.11% | -3.05% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | +3.85% | |
| 44 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.62% | -0.19% | -3.89% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.03% | +0.06% | |
| 46 | URTH | Ishares Msci World ETF | ETF-Other | 0.58% | -0.01% | +0.52% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.53% | -0.05% | -2.17% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.50% | -0.05% | -84.21% | |
| 49 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.49% | -0.01% | +27.76% | |
| 50 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.49% | +0.03% | +7.97% |
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 282 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, XLK) accounted for 14.2% of total reported equity market value during Q2 2024.
During Q2 2024, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (7.5%)、NVDA (6.6%)、XLK (4.4%). The largest single position, QQQM, represented 7.5% of total portfolio value.
In Q2 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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