Gerber Kawasaki Wealth & Investment Management
Q4 2024 13F Holdings
- Locationsanta monica, CA
- Num holdings
283
- Value ($000)
$2,299,294
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001666736
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $170.60M | 7 % | 810,658 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $130.85M | 6 % | 974,386 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $121.63M | 5 % | 1,383,781 | ||
TSLA TESLA INC | COM | 88160R101 | $105.95M | 5 % | 262,352 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $95.39M | 4 % | 1,865,202 | ||
AAPL APPLE INC | COM | 037833100 | $91.48M | 4 % | 365,292 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $74.22M | 3 % | 765,921 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $73.34M | 3 % | 315,401 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $57.61M | 3 % | 136,679 | ||
XLY SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | $54.86M | 2 % | 244,535 |
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