$1.13 Billion is the total value of Gerber Kawasaki Wealth & Investment Management's 261 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZIP | ZIPRECRUITER INCcl a | $2,407,254 | -0.4% | 146,605 | 0.0% | 0.21% | -4.9% | |
| SPLK | SPLUNK INC | $731,076 | +14.6% | 8,492 | 0.0% | 0.06% | +10.2% | |
| AMT | AMERICAN TOWER CORP NEW | $363,552 | -1.2% | 1,716 | 0.0% | 0.03% | -5.9% | |
| GD | GENERAL DYNAMICS CORP | $347,930 | +17.1% | 1,402 | 0.0% | 0.03% | +10.7% | |
| IRM | IRON MTN INC DEL | $350,495 | +13.4% | 7,031 | 0.0% | 0.03% | +6.9% | |
| CL | COLGATE PALMOLIVE CO | $236,370 | +12.6% | 3,000 | 0.0% | 0.02% | +5.0% | |
| FSLY | FASTLY INCcl a | $86,978 | -10.3% | 10,620 | 0.0% | 0.01% | -11.1% | |
| PLANET LABS PBC | $46,040 | -19.2% | 10,584 | 0.0% | 0.00% | -20.0% | ||
| INNOVID CORP | $23,179 | -35.6% | 13,555 | 0.0% | 0.00% | -33.3% | ||
| PGEN | PRECIGEN INC | $16,528 | -28.1% | 10,874 | 0.0% | 0.00% | -50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
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.