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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 $2.59 billion in total holdings as of June 30, 2025.
  • Gerber Kawasaki Wealth & Investment Management owns shares of 316 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 6.90% of the portfolio was purchased this quarter.
  • About 3.20% of the portfolio was sold this quarter.
  • This quarter, Gerber Kawasaki Wealth & Investment Management has purchased 292 new stocks and bought additional shares in 162 stocks.
  • Gerber Kawasaki Wealth & Investment Management sold shares of 109 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

46435G268 - iShares Russell 2500 ETF
$7,853,983 Holding
14021L109 - CAPITAL GROUP DIVIDEND GROWE
$815,365 Holding
464286806 - iShares MSCI Germany ETF
$641,951 Holding
464287721 - iShares U.S. Technology ETF
$637,401 Holding

Largest Purchases this Quarter

iShares Semiconductor ETF
117,703 shares (about $28.10M)
Invesco NASDAQ 100 ETF
77,807 shares (about $17.67M)
SPDR Portfolio S&P 500 Growth ETF
153,471 shares (about $14.63M)
JPMorgan Ultra-Short Income ETF
189,001 shares (about $9.58M)

Largest Sales this Quarter

VanEck Semiconductor ETF
88,151 shares (about $24.59M)
MGM Resorts International
167,959 shares (about $5.78M)
Tesla
12,873 shares (about $4.09M)
SPDR Portfolio S&P 600 Small Cap ETF
88,595 shares (about $3.77M)
Novo Nordisk A/S
51,699 shares (about $3.57M)

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
$208,376,468$17,669,889 9.3%917,5588.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$150,733,694$3,368,821 -2.2%954,0715.8%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$150,458,016$14,628,816 10.8%1,578,4565.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$109,735,785$4,379,962 4.2%2,096,5984.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$88,640,767$5,933,154 7.2%350,0423.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$87,307,858$9,996,849 12.9%1,129,3253.4%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$84,390,995$341,049 0.4%850,7183.3%Finance
Apple Inc. stock logo
AAPL
Apple
$77,526,253$243,127 0.3%377,8633.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$70,853,063$4,089,253 -5.5%223,0462.7%Auto/Tires/Trucks
Microsoft Corporation stock logo
MSFT
Microsoft
$66,959,818$1,072,921 -1.6%134,6162.6%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$56,478,787$4,039,058 7.7%259,8772.2%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$56,213,670$1,939,730 3.6%1,073,3962.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$50,762,171$280,555 -0.5%1,915,5542.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$47,061,883$66,699 -0.1%265,3021.8%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$46,011,867$1,909,628 -4.0%34,3591.8%Consumer Discretionary
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$45,317,873$275,009 -0.6%259,5391.8%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$43,329,077$1,729,211 -3.8%321,4581.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$39,690,771$372,086 -0.9%180,9141.5%Retail/Wholesale
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$39,181,180$418,050 1.1%1,340,9031.5%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$37,317,355$28,095,310 304.7%156,3381.4%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$36,736,369$1,938,440 5.6%338,4931.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$34,385,160$2,533,919 8.0%845,8831.3%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$34,027,304$1,124,121 3.4%861,6701.3%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$28,472,365$2,169,756 -7.1%1,219,8961.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$27,366,280$9,578,568 53.8%539,9821.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$27,083,420$3,774,141 -12.2%635,7621.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$25,964,675$949,374 3.8%41,8171.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$25,508,169$652,129 2.6%315,0341.0%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$24,833,859$2,018,071 8.8%117,7291.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$22,864,809$1,201,250 5.5%420,4650.9%ETF
GK
AdvisorShares Gerber Kawasaki ETF
$21,655,362$285,451 1.3%906,9500.8%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$20,081,438$852,375 4.4%206,4510.8%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$20,077,486$1,105,508 5.8%136,1010.8%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$19,498,633$260,535 1.4%665,7090.8%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$18,990,363$456,728 2.5%397,0390.7%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$17,954,559$349,998 2.0%433,4770.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$16,331,863$3,347,268 25.8%22,1270.6%Computer and Technology
PBE
Invesco Biotechnology & Genome ETF
$16,292,395$654,652 4.2%254,1720.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$15,744,773$1,031,594 -6.1%28,5410.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$15,556,199$137,780 0.9%25,1780.6%Finance
Oracle Corporation stock logo
ORCL
Oracle
$14,294,976$272,852 1.9%65,3840.6%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$13,765,580$200,187 -1.4%37,5450.5%Retail/Wholesale
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$13,509,210$436,661 3.3%79,7570.5%ETF
VICI Properties Inc. stock logo
VICI
VICI Properties
$12,850,524$222,463 -1.7%394,1870.5%Finance
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$12,628,733$3,700,017 41.4%386,6730.5%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$12,505,602$2,721,165 -17.9%100,8430.5%Consumer Discretionary
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$12,356,246$2,153,423 -14.8%125,7760.5%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$11,658,212$212,714 1.9%267,5130.5%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$11,475,551$168,188 -1.4%183,1990.4%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$11,406,767$86,830 -0.8%121,5160.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$11,401,561$206,740 1.8%41,3620.4%Computer and Technology
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$11,188,421$820,639 7.9%499,7060.4%ETF
Blackstone Inc. stock logo
BX
Blackstone
$11,029,990$59,533 -0.5%73,7390.4%Finance
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$9,864,806$513,254 -4.9%385,3440.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,608,542$622,272 6.9%19,7800.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,960,171$597,956 7.2%50,8430.3%Computer and Technology
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$8,595,512$150,338 1.8%188,9620.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$7,964,366$735,411 10.2%127,7160.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$7,954,050$7,455,993 1,497.0%18,7330.3%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$7,853,983$7,853,983 New Holding115,8750.3%ETF
GE VERNOVA INC
$7,600,998$1,290,646 20.5%14,3640.3%COM
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$7,449,690$704,514 10.4%71,3020.3%ETF
Nutanix stock logo
NTNX
Nutanix
$7,422,706$382,200 -4.9%97,1050.3%Computer and Technology
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$7,422,027$76,185 -1.0%232,1560.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7,384,401$1,346,375 22.3%9,4720.3%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,118,268$43,767 0.6%23,4200.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$6,677,277$337,171 5.3%180,8090.3%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$6,669,961$1,537,867 -18.7%217,4040.3%ETF
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$6,064,212$691,725 12.9%292,2500.2%Finance
MGM Resorts International stock logo
MGM
MGM Resorts International
$5,893,214$5,776,150 -49.5%171,3630.2%Consumer Discretionary
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$5,843,690$222,579 -3.7%80,3910.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,354,722$229,504 4.5%9,4260.2%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,352,631$189,586 -3.4%57,3700.2%Computer and Technology
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$5,348,913$20,787 0.4%167,2580.2%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,160,864$429,661 9.1%17,8010.2%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$5,160,631$329,374 6.8%11,7980.2%Construction
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$5,145,649$619,299 13.7%6,2150.2%Aerospace
GLOBAL X FDS
$4,860,897$2,015,859 70.9%48,4050.2%1-3 MONTH T-BILL
Shopify Inc. stock logo
SHOP
Shopify
$4,854,403$3,210,892 195.4%42,0840.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,844,317$813,821 20.2%4,8930.2%Retail/Wholesale
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$4,820,136$1,039,049 -17.7%51,7340.2%ETF
Global X FinTech ETF stock logo
FINX
Global X FinTech ETF
$4,666,404$500,364 12.0%136,3650.2%Manufacturing
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$4,605,964$156,233 3.5%46,7280.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$4,542,086$2,039,144 81.5%105,2870.2%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$4,517,448$480,091 11.9%120,4330.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$4,056,490$319,943 8.6%41,4850.2%Retail/Wholesale
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$3,973,963$364,426 10.1%32,8450.2%ETF
ISHARES BITCOIN TR
$3,487,688$113,116 3.4%56,9790.1%SHS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,278,743$74,489 2.3%16,0220.1%Computer and Technology
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$3,187,670$9,621 0.3%16,8980.1%ETF
Kratos Defense & Security Solutions, Inc. stock logo
KTOS
Kratos Defense & Security Solutions
$3,163,482$880,136 38.5%68,1050.1%Aerospace
On Holding AG stock logo
ONON
ON
$3,121,656$277,740 -8.2%59,9740.1%Retail/Wholesale
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$3,089,498$81,633 -2.6%60,5540.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$3,062,284$418,130 -12.0%34,7000.1%ETF
CAPITAL GROUP CORE BALANCED
$3,054,009$573,068 23.1%91,3270.1%SHS
CrowdStrike stock logo
CRWD
CrowdStrike
$3,038,546$772,624 34.1%5,9660.1%Computer and Technology
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$2,995,087$375 0.0%7,9870.1%Finance
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$2,751,222$401,739 17.1%146,1080.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,564,109$1,739,203 210.8%28,6840.1%Finance
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$2,508,257$1,557,950 163.9%57,4100.1%ETF

Showing largest 100 holdings. View all holdings.
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