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CIK: 0001666736
Total reported value
$3.7B
$3.7B
283 檔
16.7%
The Q4 2024 SEC filing reveals that Gerber Kawasaki Wealth & Investment Management held a total portfolio value of $3.7B, covering 283 public equity positions.
During Q4 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 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.42% | +0.51% | +4.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.69% | -0.19% | -2.22% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.29% | +0.31% | +4.89% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.61% | -0.21% | -4.58% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.15% | -0.23% | +5.54% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.98% | -0.06% | -1.00% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.23% | -0.25% | +5.54% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.19% | +0.41% | +2.31% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.11% | +1.55% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.39% | +0.01% | +2.55% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.38% | -0.07% | +7.57% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.27% | -0.25% | +201.93% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.21% | +0.01% | +4.88% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.10% | +0.15% | +6.69% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.90% | -0.04% | +0.93% | |
| 16 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.80% | -0.08% | +5.11% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | -0.01% | +3.89% | |
| 18 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.49% | -0.08% | +7.31% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.43% | -0.39% | +0.50% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.38% | -0.14% | +3.99% | |
| 21 | PWZ | Invesco California Amt-free | ETF-Other | 1.32% | -0.08% | +5.51% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.32% | -0.01% | +6.09% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 1.30% | — | +3.31% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 1.27% | +0.03% | +6.53% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.03% | +7.58% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.97% | -0.09% | +6.95% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.89% | — | +6.39% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.85% | +0.02% | +8759.43% | |
| 29 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.84% | +0.06% | +7.49% | |
| 30 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.78% | -0.01% | +6.21% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.77% | -0.04% | +5.91% | |
| 32 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.74% | -0.07% | +2.88% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.72% | -0.05% | +8.57% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.71% | — | +4.79% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.69% | -0.10% | +5.51% | |
| 36 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.68% | -0.05% | -26.08% | |
| 37 | PBE | Invesco Biotechnology & Geno | ETF-Tech | 0.65% | -0.01% | +3.01% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.10% | +0.81% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.03% | +9.01% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.61% | -0.01% | +37.57% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.01% | -0.04% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.06% | +0.29% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | -0.11% | +9.36% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.56% | -0.03% | +3.53% | |
| 45 | VICI | Vici Properties Inc | Stock-Real Estate | 0.53% | -0.06% | -4.66% | |
| 46 | URTH | Ishares Msci World ETF | ETF-Other | 0.53% | -0.01% | +1.04% | |
| 47 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.49% | -0.19% | -1.58% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | -0.05% | -1.62% | |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | -0.05% | +4.71% | |
| 50 | PAVE | Global X US Infrastructure | ETF-Other | 0.45% | -0.01% | +1.71% |
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 283 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, SPYG) accounted for 16.7% of total reported equity market value during Q4 2024.
During Q4 2024, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (7.4%)、NVDA (5.7%)、SPYG (5.3%). The largest single position, QQQM, represented 7.4% of total portfolio value.
In Q4 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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