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CIK: 0001666736
Total reported value
$3.7B
$3.7B
286 檔
15.1%
As reported in its official Q3 2024 Form 13F filing, Gerber Kawasaki Wealth & Investment Management's tracked investment portfolio stood at $3.7B with 286 total positions.
During Q3 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 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.15% | +0.51% | +1.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.57% | -0.19% | -6.08% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.03% | +0.31% | +190.29% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.30% | -0.23% | +1.65% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.96% | -0.06% | +1.06% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.38% | -0.25% | +13.65% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.31% | -0.21% | -5.47% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.20% | +0.41% | -20.93% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.11% | +0.46% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.57% | -0.07% | +11.81% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.46% | -0.25% | -1.94% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.23% | -0.04% | -8.01% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.20% | +0.01% | -2.55% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 2.09% | +0.01% | +3.32% | |
| 15 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.86% | -0.08% | -25.36% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | +0.15% | +3.30% | |
| 17 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.55% | -0.08% | +15.14% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.01% | +9.66% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.38% | +0.50% | +50.33% | |
| 20 | PWZ | Invesco California Amt-free | ETF-Other | 1.35% | -0.08% | +13.81% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.33% | -0.01% | +8.56% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.31% | -0.14% | +4.00% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 1.30% | +0.03% | -4.14% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 1.25% | — | -3.39% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.19% | -0.39% | -2.19% | |
| 26 | MGM | Mgm Resorts International | Stock-Consumer Disc | 1.09% | -0.05% | -2.65% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.01% | -0.09% | +5.42% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.03% | +9.14% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.88% | — | +7.41% | |
| 30 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.81% | +0.06% | +5.32% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.79% | -0.04% | +12.83% | |
| 32 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.77% | -0.07% | +15.13% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.76% | -0.10% | +893.99% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.74% | — | +8.36% | |
| 35 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.73% | -0.01% | +3.09% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.72% | -0.05% | +15.75% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.10% | -0.66% | |
| 38 | PBE | Invesco Biotechnology & Geno | ETF-Tech | 0.70% | -0.01% | -30.67% | |
| 39 | VICI | Vici Properties Inc | Stock-Real Estate | 0.67% | -0.06% | -1.18% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | +3.43% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.03% | +0.89% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.57% | — | +7.35% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.57% | -0.11% | -1.87% | |
| 44 | URTH | Ishares Msci World ETF | ETF-Other | 0.56% | -0.01% | -1.14% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.06% | -5.05% | |
| 46 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.54% | -0.19% | -11.71% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.53% | -0.05% | -0.58% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.51% | -0.03% | +0.33% | |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.50% | -0.05% | +4.67% | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.49% | -0.01% | +2.52% |
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 286 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, SPYG) accounted for 15.1% of total reported equity market value during Q3 2024.
During Q3 2024, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (7.2%)、NVDA (5.6%)、SPYG (5.0%). The largest single position, QQQM, represented 7.2% of total portfolio value.
In Q3 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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