$1.26 Billion is the total value of Gerber Kawasaki Wealth & Investment Management's 345 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TAN | New | INVESCO SOLAR ETFsolar etf | $15,226,000 | – | 197,839 | +100.0% | 1.21% | – |
| GGPI | New | GORES GUGGENHEIM INC CL A | $3,164,000 | – | 270,674 | +100.0% | 0.25% | – |
| ESPO | New | VANECK VIDEOvideo gmng esprt | $985,000 | – | 14,872 | +100.0% | 0.08% | – |
| MQ | New | MARQETA INC CLASS A | $487,000 | – | 28,370 | +100.0% | 0.04% | – |
| BIGC | New | BIGCOMMERCE HOLDINGS | $477,000 | – | 13,492 | +100.0% | 0.04% | – |
| CWI | New | SPDR MSCImsci acwi exus | $441,000 | – | 15,068 | +100.0% | 0.04% | – |
| POSH | New | POSHMARK INC | $425,000 | – | 25,000 | +100.0% | 0.03% | – |
| GGPIW | New | GORES GUGGENHEIM INC CLASS*w exp 03/25/202 | $245,000 | – | 20,982 | +100.0% | 0.02% | – |
| KRBN | New | KRANESHARES GLOBAL CARBON STG ETFglobal carb stra | $216,000 | – | 4,245 | +100.0% | 0.02% | – |
| New | INNOVID CORP | $116,000 | – | 17,555 | +100.0% | 0.01% | – | |
| TRN | New | TRINITY INDUSTRIALS | $15,000 | – | 15,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2022-02-11 |
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.