$1.23 Billion is the total value of Gerber Kawasaki Wealth & Investment Management's 271 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $355,000 | +12.0% | 3,700 | 0.0% | 0.03% | +16.0% | |
| HYT | BLACKROCK CORP | $315,000 | -12.5% | 29,250 | 0.0% | 0.03% | -10.3% | |
| POSH | POSHMARK INC | $316,000 | -25.6% | 25,000 | 0.0% | 0.03% | -23.5% | |
| PBE | INVESCO DYNAMICdynmc biotech | $281,000 | -13.0% | 4,546 | 0.0% | 0.02% | -11.5% | |
| NTLA | INTELLIA THERAPEUTICS | $259,000 | -38.6% | 3,570 | 0.0% | 0.02% | -38.2% | |
| SPGI | SP GLOBAL | $250,000 | -12.9% | 610 | 0.0% | 0.02% | -13.0% | |
| ANET | ARISTA NETWORKS | $243,000 | -3.2% | 1,752 | 0.0% | 0.02% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
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.