Gerber Kawasaki Wealth & Investment Management Holdings & Portfolio - 13F Filings Analysis - Stocknear

Gerber Kawasaki Wealth & Investment Management

CIK Number: 0001666736

2.59B
Market Value
284
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 QQQM Invesco NASDAQ ...
238.28
+0.48% 839.75K +3.59% 162.09M 150.17 7.28% Share
2 SPYG SPDR Portfolio ...
100.99
+0.54% 1.42M +2.98% 114.53M 76.69 5.15% Share
3 NVDA NVIDIA Corporat...
168.31
+0.77% 975.39K +0.10% 105.71M 28.51 4.75% Share
4 SPYV SPDR Portfolio ...
54.38
-0.11% 2.01M +7.92% 102.8M 43.52 4.62% Share
5 AGG iShares Core U....
100.43
+0.33% 847.28K +10.62% 83.81M 97.1 3.77% Share
6 AAPL Apple Inc.
237.88
-0.76% 376.68K +3.12% 83.67M 76.27 3.76% Share
7 IXUS iShares Core MS...
81.08
+0.90% 1M +20.71% 69.81M 68.28 3.14% Share
8 XLK Technology Sele...
264.85
+0.76% 326.61K +3.55% 67.44M 102.71 3.03% Share
9 TSLA Tesla, Inc.
346.40
-1.27% 235.92K -10.08% 61.14M 58.04 2.75% Share
10 SCHD Schwab U.S. Div...
27.43
-0.76% 1.93M +0.92% 53.85M 23.3 2.42% Share
11 XLF Financial Selec...
53.10
+0.06% 1.04M -1.57% 51.62M 36.14 2.32% Share
12 MSFT Microsoft Corpo...
498.20
+0.65% 136.77K +0.07% 51.34M 332.71 2.31% Share
13 XLV Health Care Sel...
137.82
-0.06% 334.29K +5.26% 48.81M 118.04 2.19% Share
14 XLY Consumer Discre...
236.10
+0.42% 241.29K -1.33% 47.65M 147.75 2.14% Share
15 LGLV SPDR SSGA US La...
177.33
+0.02% 261.11K +4.05% 45.44M 140.56 2.04% Share
16 GOOG Alphabet Inc.
234.16
-0.43% 265.68K +4.79% 41.51M 97.32 1.86% Share
17 SPBO SPDR Portfolio ...
29.62
+0.30% 1.33M +10.54% 38.51M 28.5 1.73% Share
18 AMZN Amazon.com, Inc...
235.84
+1.51% 182.61K +2.91% 34.74M 130.33 1.56% Share
19 NFLX Netflix, Inc.
1244.76
+0.08% 35.78K -2.72% 33.37M 422.6 1.50% Share
20 PWZ Invesco Califor...
23.70
+0.70% 1.31M +6.71% 31.31M 24.68 1.41% Share
21 XLC Communication S...
114.86
+0.15% 320.63K -2.44% 30.92M 63.59 1.39% Share
22 CGDV Capital Group D...
41.38
+0.12% 833.2K +0.63% 29.7M 24.14 1.33% Share
23 SPSM SPDR Portfolio ...
46.36
-0.11% 724.36K +7.32% 29.52M 40.39 1.33% Share
24 CGGR Capital Group G...
43.10
+0.51% 783.55K -2.49% 26.84M 20.88 1.21% Share
25 XLP Consumer Staple...
80.57
-0.37% 306.98K +8.67% 25.07M 74.24 1.13% Share
26 IVV iShares Core S&...
652.09
+0.25% 40.29K +0.90% 22.64M 485.72 1.02% Share
27 SPMD SPDR Portfolio ...
57.90
+0.02% 398.38K +6.55% 20.39M 47.08 0.92% Share
28 SMH VanEck Semicond...
296.52
+1.10% 95.12K +18.37% 20.11M 237.44 0.90% Share
29 SPTS SPDR Portfolio ...
29.32
+0.07% 656.81K +12.20% 19.21M 29.05 0.86% Share
30 JNK SPDR Bloomberg ...
97.53
+0.02% 197.69K +6.86% 18.84M 92.98 0.85% Share
31 SHM SPDR Nuveen Blo...
48.37
+0.14% 387.49K +10.17% 18.44M 47.28 0.83% Share
32 XLRE The Real Estate...
41.90
-0.66% 425.03K +9.55% 17.79M 43.92 0.80% Share
33 JPST JPMorgan Ultra-...
50.65
+0.02% 350.98K +31.55% 17.77M 50.31 0.80% Share
34 XAR SPDR S&P Aerosp...
217.70
+0.49% 108.16K +0.38% 17.38M 126.84 0.78% Share
35 XLI Industrial Sele...
151.28
+0.23% 128.61K +4.00% 16.86M 109.95 0.76% Share
36 PBE Invesco Dynamic...
70.78
-0.29% 243.96K +9.12% 15.48M 63.83 0.70% Share
37 QQQ Invesco QQQ Tru...
578.87
+0.49% 30.41K +7.05% 14.26M 355.19 0.64% Share
38 HD The Home Depot,...
420.08
+0.27% 38.09K +0.86% 13.96M 231.95 0.63% Share
39 SPY SPDR S&P 500 ET...
648.84
+0.25% 24.95K +5.17% 13.96M 407.29 0.63% Share
40 XMHQ Invesco S&P Mid...
106.46
+0.24% 147.7K +3.00% 13.52M 89.03 0.61% Share
41 VICI VICI Properties...
33.30
-0.88% 401.01K -3.92% 13.08M 30.05 0.59% Share
42 DIS The Walt Disney...
118.86
+0.81% 122.79K -0.59% 12.12M 122.92 0.54% Share
43 URTH iShares MSCI Wo...
177.26
+0.47% 77.18K -1.22% 11.82M 112.85 0.53% Share
44 USMV iShares MSCI US...
94.08
+0.10% 122.44K -1.32% 11.47M 80.31 0.52% Share
45 IHI iShares U.S. Me...
62.54
+0.16% 185.88K -3.94% 11.19M 65.72 0.50% Share
46 PZA Invesco Nationa...
22.77
+0.93% 463.05K +21.62% 10.67M 23.52 0.48% Share
47 BX Blackstone Inc.
173.32
+1.96% 74.14K -0.37% 10.36M 111.69 0.47% Share
48 SPAB SPDR Portfolio ...
25.91
+0.33% 405.39K -7.22% 10.35M 25.24 0.47% Share
49 META Meta Platforms,...
752.30
-0.02% 17.59K +52.79% 10.14M 416.22 0.46% Share
50 MGM MGM Resorts Int...
36.19
-1.34% 339.32K -24.5% 10.06M 43.63 0.45% Share
51 PAVE Global X U.S. I...
46.60
-0.08% 262.63K +3.46% 9.91M 31.65 0.45% Share
52 BRK-B Berkshire Hatha...
493.77
-1.2% 18.5K +12.37% 9.85M 328.68 0.44% Share
53 ORCL Oracle Corporat...
238.50
+2.45% 64.14K +15.09% 8.97M 128.61 0.40% Share
54 PFF iShares Preferr...
31.87
+0.47% 267.53K -1.97% 8.22M 31.89 0.37% Share
55 JPSE JPMorgan Divers...
50.06
-0.06% 185.66K +4.61% 8.09M 39.04 0.36% Share
56 CWI SPDR MSCI ACWI ...
34.16
+0.95% 273.38K -3.77% 8.09M 25.44 0.36% Share
57 GOOGL Alphabet Inc.
234.04
-0.41% 47.45K +5.84% 7.34M 102.67 0.33% Share
58 SOXX iShares Semicon...
248.85
+0.73% 38.63K -12.17% 7.27M 219.01 0.33% Share
59 NTNX Nutanix, Inc.
74.98
+7.24% 102.11K -0.01% 7.13M 61.48 0.32% Share
60 IAU iShares Gold Tr...
68.53
+1.14% 115.92K +43.04% 6.83M 42.39 0.31% Share
61 MUB iShares Nationa...
105.84
+0.56% 64.56K -0.27% 6.81M 107.27 0.31% Share
62 AVGO Broadcom Inc.
345.65
+3.21% 40.61K +24.12% 6.8M 157.97 0.31% Share
63 CGGO Capital Group G...
33.13
+0.84% 234.54K +1.97% 6.64M 23.28 0.30% Share
64 VTI Vanguard Total ...
320.51
+0.30% 23.28K +0.29% 6.4M 214.57 0.29% Share
65 LLY Eli Lilly and C...
738.59
+1.56% 7.75K +18.75% 6.4M 667.19 0.29% Share
66 ITB iShares U.S. Ho...
117.06
+0.31% 62.89K -0.44% 5.99M 85.46 0.27% Share
67 CGUS Capital Group C...
38.80
+0.19% 171.68K +1.07% 5.73M 26.1 0.26% Share
68 SPLG SPDR Portfolio ...
76.35
+0.26% 83.45K -4.71% 5.49M 61.73 0.25% Share
69 FSK FS KKR Capital ...
18.12
-0.06% 258.91K +17.25% 5.42M 20.16 0.24% Share
70 QQQJ Invesco NASDAQ ...
35.41
+0.45% 166.61K -1.88% 4.83M 26.01 0.22% Share
71 VOO Vanguard S&P 50...
596.54
+0.27% 9.02K +23.96% 4.64M 450.9 0.21% Share
72 NVO Novo Nordisk A/...
54.28
-1.72% 65.09K -21.87% 4.52M 98.18 0.20% Share
73 XHB SPDR S&P Homebu...
119.58
+0.18% 45.14K +10.06% 4.37M 63.77 0.20% Share
74 UBER Uber Technologi...
94.35
+3.69% 59.4K -3.83% 4.33M 60.9 0.19% Share
75 JPM JPMorgan Chase ...
293.24
-0.39% 16.32K +23.56% 4M 179.12 0.18% Share
76 USHY iShares Broad U...
37.59
+0.01% 107.63K +34.03% 3.96M 36.86 0.18% Share
77 COST Costco Wholesal...
971.85
+0.87% 4.07K -1.4% 3.85M 511.92 0.17% Share
78 TT Trane Technolog...
415.16
+0.32% 11.04K +1.96% 3.72M 244.88 0.17% Share
79 GEV GE Vernova Inc.
600.01
+3.08% 11.93K +1.67K% 3.64M 306.62 0.16% Share
80 TLT iShares 20+ Yea...
89.74
+1.33% 39.44K -2.28% 3.59M 95.32 0.16% Share
81 IYF iShares U.S. Fi...
124.37
+0.36% 29.83K +3.87% 3.37M 89.71 0.15% Share
82 FINX Global X FinTec...
33.82
+0.71% 121.74K -6.32% 3.36M 30.6 0.15% Share
83 WMT Walmart Inc.
102.35
+1.83% 38.21K +34.64% 3.35M 80.31 0.15% Share
84 QCOM QUALCOMM Incorp...
160.24
+0.25% 21.27K +2.57% 3.27M 190.28 0.15% Share
85 FLOT iShares Floatin...
50.88
0.00% 62.15K +51.74% 3.17M 50.8 0.14% Share
86 LEN Lennar Corporat...
142.42
+0.38% 25.85K -47.19% 2.97M 136.84 0.13% Share
87 AXON Axon Enterprise...
740.61
+1.67% 5.47K -2.24% 2.88M 125.96 0.13% Share
88 ONON On Holding AG
45.20
-0.7% 65.31K +4.86% 2.87M 39.79 0.13% Share
89 CLIP Global X Funds ...
100.17
+0.02% 28.33K +1.46% 2.85M 100.42 0.13% Share
90 PLD Prologis, Inc.
113.59
-0.05% 24.54K -3.25% 2.74M 165.91 0.12% Share
91 PANW Palo Alto Netwo...
197.38
+1.50% 15.66K +2.29% 2.67M 111.86 0.12% Share
92 NOC Northrop Grumma...
581.98
+0.20% 5.13K -6.75% 2.63M 434.5 0.12% Share
93 IBB iShares Biotech...
142.21
-0.64% 20.49K -7.25% 2.62M 152.16 0.12% Share
94 LPLA LPL Financial H...
340.52
+2.26% 7.99K +16.04% 2.61M 238.37 0.12% Share
95 IBIT iShares Bitcoin...
63.70
+0.44% 55.13K +6.14% 2.58M 42.88 0.12% Share
96 ITA iShares U.S. Ae...
197.71
-0.21% 16.85K +2.97% 2.58M 108.64 0.12% Share
97 SHYG iShares 0-5 Yea...
43.16
+0.08% 58.02K +130.33% 2.47M 42.31 0.11% Share
98 NEE NextEra Energy,...
69.78
-1.57% 33.53K -7.51% 2.38M 92.59 0.11% Share
99 PFFD Global X U.S. P...
19.59
+0.49% 124.77K +5.93% 2.38M 20.36 0.11% Share
100 DOCU DocuSign, Inc.
81.73
+2.34% 28.56K -25.84% 2.33M 53.47 0.10% Share
101 CGBL Capital Group C...
34.52
+0.42% 74.19K +25.56% 2.3M 30.95 0.10% Share
102 IWM iShares Russell...
238.26
+0.21% 11.33K -31.12% 2.26M 214.3 0.10% Share
103 V Visa Inc.
342.43
-0.23% 6.26K +3.25% 2.19M 202.79 0.10% Share
104 SPTI SPDR Portfolio ...
29.04
+0.16% 74.98K +1.66% 2.14M 28.79 0.10% Share
105 IOT Samsara Inc.
41.54
-1.31% 54K +0.47% 2.07M 27.93 0.09% Share
106 VIG Vanguard Divide...
212.71
+0.35% 10.65K +3.01% 2.07M 162.26 0.09% Share
107 AMGN Amgen Inc.
280.19
-1.22% 6.61K -0.57% 2.06M 255.2 0.09% Share
108 DELL Dell Technologi...
123.00
-1.47% 21.85K -67.6% 1.99M 131.78 0.09% Share
109 RSP Invesco S&P 500...
188.38
-0.03% 11.39K +3.00% 1.97M 140.76 0.09% Share
110 GLD SPDR Gold Share...
334.77
+1.12% 6.57K +4.65% 1.89M 176.74 0.09% Share
111 ASML ASML Holding N....
796.25
+1.86% 2.83K +9.53% 1.87M 772.39 0.08% Share
112 SYK Stryker Corpora...
393.34
+0.26% 4.86K +18.87% 1.81M 362.38 0.08% Share
113 DFEB FT Cboe Vest U....
45.95
+0.15% 40.51K 0.00% 1.71M 39.08 0.08% Share
114 DLR Digital Realty ...
161.27
-1.21% 11.3K +25.52% 1.62M 148.24 0.07% Share
115 CRWD CrowdStrike Hol...
428.06
+2.50% 4.45K +18.36% 1.57M 177.39 0.07% Share
116 FSEP FT Cboe Vest U....
50.01
+0.21% 35.06K -0.54% 1.56M 42.42 0.07% Share
117 XSD SPDR S&P Semico...
293.65
+1.39% 7.6K -5.12% 1.53M 191.4 0.07% Share
118 VUG Vanguard Growth...
465.62
+0.65% 3.97K +7.22% 1.47M 269.6 0.07% Share
119 KTOS Kratos Defense ...
64.14
-1.03% 49.16K +183.93% 1.46M 28.52 0.07% Share
120 VTV Vanguard Value ...
182.26
-0.16% 8.32K +3.30% 1.44M 157.24 0.06% Share
121 SPGM SPDR Portfolio ...
72.90
+0.48% 22.95K +4.25% 1.43M 57.22 0.06% Share
122 VDC Vanguard Consum...
219.64
-0.32% 6.4K -1.58% 1.4M 170.42 0.06% Share
123 SHOP Shopify Inc.
146.22
-0.41% 14.25K -2.57% 1.36M 68.1 0.06% Share
124 LMT Lockheed Martin...
459.20
-1.01% 3.02K -13.98% 1.35M 382.39 0.06% Share
125 FLUT Flutter Enterta...
287.55
-2.62% 5.82K +31.53% 1.29M 249.6 0.06% Share
126 ISRG Intuitive Surgi...
470.00
+0.67% 2.57K -0.27% 1.27M 365.47 0.06% Share
127 DE Deere & Company
481.64
+1.77% 2.45K -2.04% 1.15M 367.99 0.05% Share
128 CMF iShares Califor...
56.53
+0.55% 20.16K +43.73% 1.13M 56.78 0.05% Share
129 XLU Utilities Selec...
82.60
-1.04% 13.76K +2.24% 1.08M 75.69 0.05% Share
130 ADBE Adobe Inc.
358.66
+2.78% 2.78K -0.75% 1.07M 301.38 0.05% Share
131 VGIT Vanguard Interm...
60.33
+0.15% 17.71K -34.41% 1.05M 58 0.05% Share
132 SUSA iShares MSCI US...
132.43
+0.25% 9.13K -1.72% 1.05M 90.76 0.05% Share
133 PLTR Palantir Techno...
156.09
+1.94% 12.09K +0.02% 1.02M 19.12 0.05% Share
134 TMO Thermo Fisher S...
487.83
-0.97% 2.05K -1.16% 1.02M 466.59 0.05% Share
135 ESGU iShares ESG Awa...
141.80
+0.27% 8.25K +3.14% 1.01M 94.92 0.05% Share
136 CRM Salesforce, Inc...
252.32
+0.62% 3.7K +59.48% 993.16K 251.37 0.04% Share
137 IJR iShares Core S&...
118.94
-0.16% 9.17K -2.82% 958.94K 108.67 0.04% Share
138 IEF iShares 7-10 Ye...
97.08
+0.31% 10.02K +34.10% 955.98K 93.49 0.04% Share
139 PG The Procter & G...
159.07
-0.59% 5.57K +1.29% 948.73K 159.38 0.04% Share
140 AVUV Avantis U.S. Sm...
100.77
-0.17% 10.85K -19.09% 946.2K 90.72 0.04% Share
141 RTX RTX Corporation
154.21
-2.1% 7.12K +75.27% 943.6K 111.82 0.04% Share
142 IVW iShares S&P 500...
116.62
+0.54% 10.04K +100.00% 932.3K 92.83 0.04% Share
143 XBI SPDR S&P Biotec...
94.45
-1.07% 11.44K -11.46% 927.77K 94.65 0.04% Share
144 CVX Chevron Corpora...
154.09
+0.28% 5.52K +13.38% 922.8K 140.87 0.04% Share
145 GENI Genius Sports L...
12.76
-5.48% 89.62K +72.74% 897.09K 9.22 0.04% Share
146 SCHX Schwab U.S. Lar...
25.71
+0.21% 40.37K +29.30% 891.45K 20.54 0.04% Share
147 ABBV AbbVie Inc.
209.94
-1.23% 4.24K +2.71% 888.82K 138.62 0.04% Share
148 VGT Vanguard Inform...
704.52
+0.82% 1.63K +55.21% 881.63K 479.31 0.04% Share
149 AXP American Expres...
325.50
-0.22% 3.27K +4.44% 879.58K 206.55 0.04% Share
150 IGV iShares Expande...
110.07
+1.78% 9.68K -0.19% 861.78K 79.71 0.04% Share