$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAX | Baxter International Inc | $1,093,000 | +7.7% | 26,610 | 0.0% | 0.76% | +9.9% | |
| CAH | Cardinal Health Inc | $1,076,000 | -8.2% | 13,136 | 0.0% | 0.74% | -6.3% | |
| FCTY | First Century Bankshares Inc | $345,000 | +59.0% | 31,500 | 0.0% | 0.24% | +61.9% | |
| SBAC | SBA Communications Corp Cl A | $272,000 | -4.9% | 2,725 | 0.0% | 0.19% | -3.1% | |
| IRWD | Ironwood Pharmaceuticals Inc Cl A | $125,000 | -6.0% | 11,509 | 0.0% | 0.09% | -4.4% | |
| GERN | Geron Corp | $29,000 | -39.6% | 10,000 | 0.0% | 0.02% | -37.5% |
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 | 32 | Q3 2023 | 13.8% |
| APPLE INC | 32 | Q3 2023 | 11.9% |
| TECHNOLOGY SELECT SECTOR SPDR ETF IV | 32 | Q3 2023 | 6.4% |
| WALT DISNEY CO/THE | 32 | Q3 2023 | 9.1% |
| META PLATFORMS INC CLASS | 32 | Q3 2023 | 6.7% |
| iShares Tr MSCI USA Min Volatility Fd | 32 | Q3 2023 | 7.1% |
| SPDR MSCI ACWI EXUS ETF | 32 | Q3 2023 | 2.6% |
| ALPHABET INCCL C | 32 | Q3 2023 | 2.8% |
| NORTHROP GRUMMAN CORP | 32 | Q3 2023 | 4.6% |
| HOME DEPOT INC | 32 | Q3 2023 | 2.4% |
View Gerber Kawasaki Wealth & Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-12 |
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.