$145 Million is the total value of Gerber Kawasaki Wealth & Investment Management's 79 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CPHRF | Exit | Cipher Pharmaceuticals Inc | $0 | – | -10,500 | -100.0% | -0.03% | – |
| WWAV | Exit | Whitewave Foods Company Cl A | $0 | – | -5,738 | -100.0% | -0.15% | – |
| XHE | Exit | Spdr Ser Tr SP Hlthcare Equip Etfhlth cr equip | $0 | – | -5,160 | -100.0% | -0.16% | – |
| IJR | Exit | iShares SP Smallcap 600 Index Fdcore s&p scp etf | $0 | – | -2,815 | -100.0% | -0.21% | – |
| EPI | Exit | Wisdomtree Trust India Earnings Fdindia erngs fd | $0 | – | -20,218 | -100.0% | -0.27% | – |
| LVS | Exit | Las Vegas Sands Corp | $0 | – | -20,092 | -100.0% | -0.60% | – |
| DXJ | Exit | Wisdomtree Trust Japan Total Dividendjapn hedge eqt | $0 | – | -24,627 | -100.0% | -0.84% | – |
| IHF | Exit | iShares Dow Jones US Healthcare Prvdrus hlthcr pr etf | $0 | – | -11,320 | -100.0% | -0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Tesla Motors Inc | 35 | Q2 2024 | 13.8% |
| APPLE INC | 35 | Q2 2024 | 11.9% |
| TECHNOLOGY SELECT SECTOR SPDR ETF IV | 35 | Q2 2024 | 6.4% |
| WALT DISNEY CO/THE | 35 | Q2 2024 | 9.1% |
| META PLATFORMS INC CLASS | 35 | Q2 2024 | 6.7% |
| iShares Tr MSCI USA Min Volatility Fd | 35 | Q2 2024 | 7.1% |
| SPDR MSCI ACWI EXUS ETF | 35 | Q2 2024 | 2.6% |
| ALPHABET INCCL C | 35 | Q2 2024 | 2.8% |
| NORTHROP GRUMMAN CORP | 35 | Q2 2024 | 4.6% |
| HOME DEPOT INC | 35 | Q2 2024 | 2.4% |
View Gerber Kawasaki Wealth & Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR/A | 2023-05-17 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-15 |
View Gerber Kawasaki Wealth & Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.