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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 $2.30 billion in total holdings as of December 31, 2024.
  • Gerber Kawasaki Wealth & Investment Management owns shares of 283 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 7.07% of the portfolio was purchased this quarter.
  • About 2.76% of the portfolio was sold this quarter.
  • This quarter, Gerber Kawasaki Wealth & Investment Management has purchased 286 new stocks and bought additional shares in 176 stocks.
  • Gerber Kawasaki Wealth & Investment Management sold shares of 79 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

NVIDIA
$130,850,348
Tesla
$105,948,550

Largest New Holdings this Quarter

FLUTTER ENTMT PLC
$1,144,418 Holding
ARISTA NETWORKS INC
$796,700 Holding
INVESCO GALAXY BITCOIN ETF
$615,846 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
1,276,461 shares (about $34.87M)
VanEck Semiconductor ETF
79,448 shares (about $19.24M)
Invesco NASDAQ 100 ETF
37,290 shares (about $7.85M)
SPDR Portfolio S&P 500 Growth ETF
64,514 shares (about $5.67M)
SPDR Portfolio S&P 500 Value ETF
97,900 shares (about $5.01M)

Largest Sales this Quarter

iShares Semiconductor ETF
86,430 shares (about $18.62M)
MGM Resorts International
158,551 shares (about $5.49M)
Tesla
12,579 shares (about $5.08M)
LPL Financial
14,690 shares (about $4.80M)
Avantis U.S. Small Cap Value ETF
44,250 shares (about $4.27M)

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
$170,602,125$7,847,641 4.8%810,6587.4%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$130,850,348$2,974,659 -2.2%974,3865.7%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$121,633,995$5,670,764 4.9%1,383,7815.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$105,948,550$5,079,919 -4.6%262,3524.6%Auto/Tires/Trucks
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$95,386,231$5,006,596 5.5%1,865,2024.1%ETF
Apple Inc. stock logo
AAPL
Apple
$91,476,454$924,301 -1.0%365,2924.0%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$74,217,568$3,898,084 5.5%765,9213.2%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$73,336,536$1,656,461 2.3%315,4013.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$57,610,052$879,247 1.5%136,6792.5%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$54,861,056$1,363,814 2.5%244,5352.4%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$54,790,872$3,854,954 7.6%828,4112.4%Manufacturing
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$52,142,583$34,872,905 201.9%1,908,5872.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$50,887,618$2,368,939 4.9%1,052,9222.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$48,284,482$3,029,706 6.7%253,5422.1%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$43,687,443$403,903 0.9%317,5671.9%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$41,458,197$2,014,228 5.1%250,9441.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$38,930,790$1,458,945 3.9%177,4501.7%Retail/Wholesale
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$34,370,687$2,342,494 7.3%1,200,0941.5%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$32,788,111$164,003 0.5%36,7861.4%Consumer Discretionary
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$31,816,812$1,220,384 4.0%328,6531.4%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$30,388,532$1,588,285 5.5%1,230,3041.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$30,319,231$1,739,838 6.1%674,9621.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$29,868,427$958,205 3.3%803,5631.3%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$29,194,925$1,788,843 6.5%827,9911.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$23,504,958$1,655,967 7.6%39,9281.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$22,206,204$1,442,173 6.9%282,4871.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$20,448,062$1,228,551 6.4%373,8920.9%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$19,459,827$19,240,176 8,759.4%80,3550.8%Manufacturing
GK
AdvisorShares Gerber Kawasaki ETF
$19,215,882$1,339,768 7.5%882,5060.8%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$17,867,233$1,044,644 6.2%107,7530.8%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$17,661,807$986,112 5.9%184,9980.8%Finance
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$16,982,906$475,212 2.9%585,4160.7%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$16,667,683$1,315,073 8.6%351,7130.7%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$16,294,126$745,242 4.8%123,6640.7%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$15,778,724$823,806 5.5%387,9720.7%ETF
MGM Resorts International stock logo
MGM
MGM Resorts International
$15,572,332$5,493,816 -26.1%449,4160.7%Consumer Discretionary
PBE
Invesco Biotechnology & Genome ETF
$14,873,651$434,232 3.0%223,5680.6%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$14,691,159$117,865 0.8%37,7670.6%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$14,523,680$1,199,869 9.0%28,4090.6%Finance
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$14,120,471$3,855,925 37.6%143,4010.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,906,959$5,861 0.0%23,7280.6%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$13,753,449$39,641 0.3%123,5150.6%Consumer Discretionary
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$13,439,061$1,150,349 9.4%266,8070.6%ETF
Blackstone Inc. stock logo
BX
Blackstone
$12,830,713$437,605 3.5%74,4150.6%Finance
VICI Properties Inc. stock logo
VICI
VICI Properties
$12,191,899$596,410 -4.7%417,3880.5%Finance
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$12,150,140$125,177 1.0%78,1360.5%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$11,290,619$180,768 -1.6%193,4990.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$11,017,043$181,044 -1.6%124,0790.5%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$10,919,480$490,780 4.7%436,9530.5%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$10,258,318$172,955 1.7%253,8560.4%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$9,479,422$18,624,834 -66.3%43,9900.4%ETF
Oracle Co. stock logo
ORCL
Oracle
$9,286,474$1,691,586 22.3%55,7270.4%Computer and Technology
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$8,989,470$6,871 -0.1%380,7480.4%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$8,580,526$670,239 8.5%272,9170.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,486,512$873,052 11.5%44,8310.4%Computer and Technology
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$8,307,525$13,340 -0.2%177,4790.4%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$7,937,821$407,505 -4.9%284,1020.3%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$7,772,641$3,112,076 66.8%67,4470.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$7,585,643$1,484,022 24.3%32,7190.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,461,895$1,043,904 16.3%16,4620.3%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$7,166,493$1,786,914 -20.0%83,3110.3%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$6,897,211$3,942 -0.1%64,7320.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,741,801$502,971 8.1%11,5140.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,726,158$93,322 1.4%23,2080.3%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$6,720,979$371,300 5.8%230,0120.3%ETF
Lennar Co. stock logo
LEN
Lennar
$6,675,425$933,469 -12.3%48,9500.3%Construction
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$6,530,413$188,793 -2.8%63,1620.3%ETF
Nutanix, Inc. stock logo
NTNX
Nutanix
$6,247,150$367 0.0%102,1110.3%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$6,037,666$825,079 15.8%87,5780.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$5,940,102$108,687 1.9%169,8620.3%ETF
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$5,243,618$368,183 7.6%169,8060.2%Manufacturing
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,035,449$3,445,754 216.8%6,5220.2%Medical
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$4,796,374$1,816,730 61.0%220,8270.2%Finance
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$4,286,337$33,440 -0.8%41,0180.2%ETF
Global X FinTech Thematic ETF stock logo
FINX
Global X FinTech Thematic ETF
$4,057,271$74,397 -1.8%129,9580.2%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,012,500$218,488 5.8%81,0440.2%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$4,001,320$169,907 4.4%10,8330.2%Construction
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,921,492$231,151 6.3%7,2780.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,783,192$102,620 2.8%4,1290.2%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,725,906$1,096,376 -22.7%61,7690.2%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,636,049$144,514 4.1%16,4550.2%Finance
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$3,524,431$950,340 -21.2%40,3570.2%ETF
DocuSign, Inc. stock logo
DOCU
DocuSign
$3,464,039$134,730 -3.7%38,5150.2%Computer and Technology
On Holding AG stock logo
ONON
ON
$3,411,132$435,969 14.7%62,2810.1%Retail/Wholesale
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$3,323,437$91,525 -2.7%5,5920.1%Aerospace
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,186,034$1,617,213 -33.7%20,7390.1%Computer and Technology
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$3,176,127$73,647 2.4%28,7220.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,166,072$49,384 1.6%13,2070.1%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$2,954,442$983,735 49.9%80,3050.1%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$2,920,662$76,814 -2.6%22,0910.1%Finance
GLOBAL X FDS
$2,795,103$467,769 20.1%27,9230.1%1-3 MONTH T-BILL
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,785,445$1,423,838 104.6%15,3080.1%Computer and Technology
ISHARES BITCOIN TR
$2,755,529$919,942 50.1%51,9420.1%SHS
Prologis, Inc. stock logo
PLD
Prologis
$2,680,607$210,242 -7.3%25,3600.1%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,598,986$73,052 2.9%36,2530.1%Utilities
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$2,584,669$61,484 2.4%5,5070.1%Aerospace
Walmart Inc. stock logo
WMT
Walmart
$2,564,348$1,657,132 182.7%28,3820.1%Retail/Wholesale
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$2,378,070$21,948 0.9%16,3610.1%ETF
Samsara Inc. stock logo
IOT
Samsara
$2,348,3370.0%53,7500.1%Computer and Technology
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$2,298,154$74,509 3.4%117,7930.1%ETF

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