$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZIP | ZIPRECRUITER INCcl a | $1,903,000 | -9.6% | 76,308 | 0.0% | 0.15% | -44.5% | |
| TESLA INC 2 24note 2.000% 5/1 | $631,000 | +36.3% | 37,000 | 0.0% | 0.05% | -16.7% | ||
| TESLA INC 2.375 22note 2.375% 3/1 | $484,000 | +36.3% | 30,000 | 0.0% | 0.04% | -15.2% | ||
| HYT | BLACKROCK CORP | $360,000 | +1.1% | 29,250 | 0.0% | 0.03% | -37.0% | |
| PBE | INVESCO DYNAMICdynmc biotech | $323,000 | -5.0% | 4,546 | 0.0% | 0.03% | -40.9% | |
| WELL | WELLTOWER INC | $317,000 | +4.3% | 3,700 | 0.0% | 0.02% | -35.9% | |
| VEU | VANGUARD FTSEallwrld ex us | $279,000 | +0.7% | 4,553 | 0.0% | 0.02% | -38.9% |
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.