Gerber Kawasaki Wealth & Investment Management
Q1 2025 13F Holdings
- Locationsanta monica, CA
- Num holdings
292
- Value ($000)
$2,225,757
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001666736
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $162.09M | 7 % | 839,751 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $114.53M | 5 % | 1,424,985 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $105.71M | 5 % | 975,394 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $102.80M | 5 % | 2,012,915 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $83.81M | 4 % | 847,280 | ||
AAPL APPLE INC | COM | 037833100 | $83.67M | 4 % | 376,678 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $69.81M | 3 % | 1,000,016 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $67.44M | 3 % | 326,612 | ||
TSLA TESLA INC | COM | 88160R101 | $61.14M | 3 % | 235,919 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $53.85M | 2 % | 1,926,141 |
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