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Gerber Kawasaki Wealth & Investment Management Top Holdings and 13F Report (2025)

About Gerber Kawasaki Wealth & Investment Management

Investment Activity

  • Gerber Kawasaki Wealth & Investment Management has $2.23 billion in total holdings as of March 31, 2025.
  • Gerber Kawasaki Wealth & Investment Management owns shares of 292 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 5.46% of the portfolio was purchased this quarter.
  • About 1.81% of the portfolio was sold this quarter.
  • This quarter, Gerber Kawasaki Wealth & Investment Management has purchased 283 new stocks and bought additional shares in 172 stocks.
  • Gerber Kawasaki Wealth & Investment Management sold shares of 84 stocks and completely divested from 17 stocks this quarter.

Largest New Holdings this Quarter

464287309 - iShares S&P 500 Growth ETF
$932,298 Holding
464287465 - iShares MSCI EAFE ETF
$754,281 Holding
87256C101 - TKO GROUP HOLDINGS INC
$451,418 Holding
833445109 - Snowflake
$404,572 Holding
097023105 - Boeing
$394,312 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
81,359 shares (about $8.05M)
SPDR Portfolio S&P 500 Value ETF
147,713 shares (about $7.54M)
Invesco NASDAQ 100 ETF
29,093 shares (about $5.62M)
JPMorgan Ultra-Short Income ETF
84,174 shares (about $4.26M)

Largest Sales this Quarter

Tesla
26,433 shares (about $6.85M)
Dell Technologies
45,596 shares (about $4.16M)
MGM Resorts International
110,094 shares (about $3.26M)
Lennar
23,098 shares (about $2.65M)
Novo Nordisk A/S
18,218 shares (about $1.27M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGerber Kawasaki Wealth & Investment Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$162,087,749$5,615,497 3.6%839,7517.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$114,525,727$3,311,556 3.0%1,424,9855.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$105,713,267$109,247 0.1%975,3944.7%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$102,799,367$7,543,688 7.9%2,012,9154.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$83,812,783$8,048,017 10.6%847,2803.8%Finance
Apple Inc. stock logo
AAPL
Apple
$83,671,353$2,529,168 3.1%376,6783.8%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$69,810,911$11,979,710 20.7%1,000,0163.1%Manufacturing
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$67,438,621$2,314,840 3.6%326,6123.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$61,140,951$6,850,397 -10.1%235,9192.7%Auto/Tires/Trucks
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$53,854,833$490,809 0.9%1,926,1412.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$51,620,859$825,101 -1.6%1,036,3572.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$51,343,233$35,287 0.1%136,7732.3%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$48,808,806$2,441,265 5.3%334,2872.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$47,645,181$640,358 -1.3%241,2922.1%Finance
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$45,443,868$1,769,971 4.1%261,1142.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$41,506,837$1,896,006 4.8%265,6781.9%Computer and Technology
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$38,511,042$3,672,349 10.5%1,326,5961.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$34,743,389$981,742 2.9%182,6101.6%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$33,370,631$933,464 -2.7%35,7851.5%Consumer Discretionary
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$31,311,688$1,968,937 6.7%1,312,8591.4%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$30,924,800$773,622 -2.4%320,6321.4%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$29,695,349$185,791 0.6%833,2041.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$29,524,795$2,013,340 7.3%724,3571.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$26,836,535$685,514 -2.5%783,5481.2%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$25,070,927$2,000,333 8.7%306,9801.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$22,638,220$202,288 0.9%40,2881.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$20,388,780$1,253,037 6.5%398,3750.9%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$20,114,288$3,121,704 18.4%95,1170.9%Manufacturing
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$19,205,224$2,087,676 12.2%656,8140.9%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$18,839,641$1,209,355 6.9%197,6880.8%Finance
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
$18,444,526$1,702,985 10.2%387,4900.8%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$17,787,303$1,550,745 9.6%425,0270.8%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$17,770,190$4,261,735 31.5%350,9810.8%ETF
GK
AdvisorShares Gerber Kawasaki ETF
$17,426,649$243,176 1.4%894,9950.8%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$17,380,168$65,721 0.4%108,1620.8%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$16,856,401$647,874 4.0%128,6070.8%ETF
PBE
Invesco Biotechnology & Genome ETF
$15,476,597$1,293,592 9.1%243,9590.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$14,260,780$938,808 7.0%30,4110.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$13,960,218$118,745 0.9%38,0910.6%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,959,672$686,376 5.2%24,9550.6%Finance
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$13,518,463$393,117 3.0%147,6960.6%ETF
VICI Properties Inc. stock logo
VICI
VICI Properties
$13,080,998$534,219 -3.9%401,0110.6%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$12,119,013$71,953 -0.6%122,7860.5%Consumer Discretionary
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$11,822,173$146,592 -1.2%77,1790.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$11,467,801$153,415 -1.3%122,4410.5%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$11,188,345$458,346 -3.9%185,8840.5%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$10,668,785$1,896,334 21.6%463,0540.5%ETF
Blackstone Inc. stock logo
BX
Blackstone
$10,362,861$38,859 -0.4%74,1370.5%Finance
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$10,353,750$806,043 -7.2%405,3930.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,139,770$3,503,270 52.8%17,5920.5%Computer and Technology
MGM Resorts International stock logo
MGM
MGM Resorts International
$10,057,529$3,263,194 -24.5%339,3220.5%Consumer Discretionary
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$9,909,128$331,119 3.5%262,6320.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,852,210$1,084,867 12.4%18,4990.4%Finance
Oracle Co. stock logo
ORCL
Oracle
$8,966,949$1,175,675 15.1%64,1360.4%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$8,221,225$165,543 -2.0%267,5300.4%ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$8,092,768$356,478 4.6%185,6570.4%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$8,086,692$317,038 -3.8%273,3840.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,337,676$405,003 5.8%47,4500.3%Computer and Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$7,270,001$1,007,658 -12.2%38,6350.3%ETF
Nutanix, Inc. stock logo
NTNX
Nutanix
$7,127,949$419 0.0%102,1050.3%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$6,834,820$2,056,466 43.0%115,9230.3%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$6,807,123$18,241 -0.3%64,5590.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$6,799,799$1,321,551 24.1%40,6120.3%Computer and Technology
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$6,644,511$128,250 2.0%234,5390.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,397,188$18,689 0.3%23,2760.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,396,649$1,010,084 18.8%7,7450.3%Medical
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$5,987,417$26,278 -0.4%62,8860.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$5,734,079$60,688 1.1%171,6790.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$5,487,917$271,262 -4.7%83,4530.2%ETF
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$5,424,269$797,926 17.2%258,9140.2%Finance
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$4,833,298$92,774 -1.9%166,6080.2%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,636,698$896,298 24.0%9,0220.2%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$4,520,066$1,265,060 -21.9%65,0930.2%Medical
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$4,374,405$399,717 10.1%45,1430.2%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,328,030$172,460 -3.8%59,4020.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,003,150$763,393 23.6%16,3190.2%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$3,962,038$1,005,988 34.0%107,6340.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,850,644$54,861 -1.4%4,0710.2%Retail/Wholesale
Trane Technologies plc stock logo
TT
Trane Technologies
$3,721,351$71,428 2.0%11,0450.2%Construction
GE VERNOVA INC
$3,640,542$3,434,474 1,666.7%11,9250.2%COM
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$3,590,104$83,658 -2.3%39,4380.2%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$3,366,758$125,380 3.9%29,8330.2%ETF
Global X FinTech ETF stock logo
FINX
Global X FinTech ETF
$3,355,228$226,405 -6.3%121,7430.2%Manufacturing
Walmart Inc. stock logo
WMT
Walmart
$3,354,725$863,065 34.6%38,2130.2%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,267,467$81,721 2.6%21,2710.1%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$3,172,981$1,081,858 51.7%62,1540.1%ETF
Lennar Co. stock logo
LEN
Lennar
$2,967,314$2,651,208 -47.2%25,8520.1%Construction
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$2,875,377$65,744 -2.2%5,4670.1%Aerospace
On Holding AG stock logo
ONON
ON
$2,868,416$133,034 4.9%65,3100.1%Retail/Wholesale
GLOBAL X FDS
$2,845,638$40,981 1.5%28,3310.1%1-3 MONTH T-BILL
Prologis, Inc. stock logo
PLD
Prologis
$2,742,941$92,117 -3.2%24,5360.1%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,671,881$59,724 2.3%15,6580.1%Computer and Technology
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$2,629,152$190,466 -6.8%5,1350.1%Aerospace
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$2,620,599$204,900 -7.3%20,4890.1%Finance
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$2,613,354$361,185 16.0%7,9880.1%Finance
ISHARES BITCOIN TR
$2,580,688$149,277 6.1%55,1310.1%SHS
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$2,579,372$74,409 3.0%16,8470.1%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$2,466,968$1,395,889 130.3%58,0190.1%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,377,059$192,966 -7.5%33,5310.1%Utilities
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$2,375,687$132,900 5.9%124,7730.1%ETF

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