$397 Million is the total value of Gerber Kawasaki Wealth & Investment Management's 131 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNSR | New | GLOBAL Xinternet of thng | $1,382,000 | – | 58,610 | +100.0% | 0.35% | – |
| CRCM | New | CARE.COM INC | $1,018,000 | – | 67,755 | +100.0% | 0.26% | – |
| JPST | New | JPMORGANultra shrt inc | $238,000 | – | 4,725 | +100.0% | 0.06% | – |
| MCHI | New | ISHARES MSCImsci china etf | $236,000 | – | 3,690 | +100.0% | 0.06% | – |
| VOO | New | VANGUARD S&P | $215,000 | – | 729 | +100.0% | 0.05% | – |
| PFF | New | ISHARES U Spfd and incm sec | $206,000 | – | 5,500 | +100.0% | 0.05% | – |
| AVGO | New | BROADCOM INC | $205,000 | – | 650 | +100.0% | 0.05% | – |
| MRK | New | MERCK & COMPANY | $202,000 | – | 2,222 | +100.0% | 0.05% | – |
| LIVX | New | LIVEXLIVE MEDIA | $24,000 | – | 16,000 | +100.0% | 0.01% | – |
| EA | New | ELECTRONIC ARTScall | $15,000 | – | 20 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA CORPcall | $3,000 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
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.