$336 Million is the total value of Gerber Kawasaki Wealth & Investment Management's 119 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | TUTOR PERINInote 2.875% 6/1 | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | TESLA INCnote 1.250% 3/0 | $0 | – | -50,000 | -100.0% | -0.02% | – | |
| Exit | TWITTER INCnote 0.250% 9/1 | $0 | – | -100,000 | -100.0% | -0.03% | – | |
| Exit | TESLA INCnote 2.375% 3/1 | $0 | – | -90,000 | -100.0% | -0.04% | – | |
| T | Exit | AT&T INC | $0 | – | -7,634 | -100.0% | -0.08% | – |
| TRUP | Exit | TRUPANION INC | $0 | – | -8,820 | -100.0% | -0.08% | – |
| FOXA | Exit | TWENTY FIRSTcl a | $0 | – | -4,855 | -100.0% | -0.08% | – |
| PAGS | Exit | PAGSEGURO DIGITAL | $0 | – | -13,364 | -100.0% | -0.09% | – |
| EOG | Exit | EOG RESOURCES | $0 | – | -3,637 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-07
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.