Gerber Kawasaki Wealth & Investment Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Santa Monica, CA
CIK
0001666736
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 286 2,173,228 QQQM, NVDA, SPYG, SPYV 13F-HR 11/13/2024 000166673624000012
Q2 2024 282 1,997,788 QQQM, NVDA, XLK, SPYV 13F-HR 8/13/2024 000166673624000008
Q1 2024 284 1,851,931 QQQM, NVDA, SPYV, XLK 13F-HR 5/13/2024 000166673624000006
Q4 2023 264 1,670,948 QQQM, TSLA, XLK, SPYV 13F-HR 2/12/2024 000166673624000004
Q3 2023 255 1,469,356 TSLA, QQQM, NVDA, XLK 13F-HR 11/14/2023 000113542823000285
Q2 2023 264 1,489,794 TSLA, QQQM, AAPL, XLK 13F-HR 8/10/2023 000117266123002860
Q1 2023 252 1,265,585 TSLA, QQQM, SCHD, AAPL RESTATEMENT 5/16/2023 000117266123002347
Q4 2022 261 1,127,449 SCHD, TSLA, QQQM, AAPL 13F-HR 2/8/2023 000117266123000507
Q3 2022 286 1,072,820 TSLA, AAPL, SCHD, QQQM 13F-HR 11/14/2022 000160658722002352
Q2 2022 250 1,054,074 TSLA, AAPL, SCHD, XLK 13F-HR 8/4/2022 000160658722001595
Q1 2022 268 1,226,258 TSLA, AAPL, NVDA, SCHD 13F-HR 5/12/2022 000160658722001124
Q4 2021 334 1,256,644 TSLA, AAPL, XLK, NVDA 13F-HR 2/11/2022 000160658722000471
Q3 2021 1,302 773,635 TSLA, AAPL, XLK, SCHD 13F-HR 11/15/2021 000160658721001625
Q2 2021 262 978,760 TSLA, AAPL, XLK, SCHD 13F-HR 8/11/2021 000160658721001127
Q1 2021 227 831,800 TSLA, AAPL, XLK, SCHD 13F-HR 5/7/2021 000160658721000633
Q4 2020 185 721,789 TSLA, AAPL, XLK, SCHD 13F-HR 2/9/2021 000160658721000264
Q3 2020 131 468,549 TSLA, AAPL, XLK, USMV 13F-HR 11/2/2020 000160658720001172
Q2 2020 137 451,572 TSLA, XLK, AAPL, SCHD 13F-HR 8/10/2020 000160658720000897
Q1 2020 129 352,638 USMV, XLK, AAPL, TSLA 13F-HR 5/5/2020 000160658720000586
Q4 2019 131 396,883 USMV, AAPL, DVY, DIS 13F-HR 2/6/2020 000160658720000203
Q3 2019 135 348,679 USMV, DVY, IEMG, DIS 13F-HR 11/7/2019 000160658719000990
Q2 2019 118 343,774 XLK, USMV, IEMG, DIS 13F-HR 8/9/2019 000160658719000771
Q1 2019 119 336,379 IEMG, XLK, USMV, AAPL 13F-HR 5/7/2019 000160658719000497
Q4 2018 113 284,477 DIS, IEMG, XLK, AAPL 13F-HR 2/8/2019 000160658719000188
Q3 2018 121 368,351 IEMG, IEFA, AAPL, XLK 13F-HR 11/6/2018 000160658718000822
Q2 2018 105 334,123 IEMG, IEFA, AAPL, XLK 13F-HR 8/3/2018 000160658718000601
Q1 2018 116 310,543 IEMG, IEFA, XLK, AAPL 13F-HR 5/8/2018 000160658718000400
Q4 2017 110 289,625 IEMG, IEFA, DIS, META 13F-HR 2/6/2018 000160658718000136
Q3 2017 107 274,394 IEMG, IEFA, META, DIS 13F-HR 11/13/2017 000160658717000663
Q2 2017 117 263,540 META, IEMG, DIS, IEFA 13F-HR 8/9/2017 000160658717000480
Q1 2017 120 232,591 DIS, META, AAPL, KRE 13F-HR 5/5/2017 000160658717000283
Q4 2016 99 189,620 DIS, META, AAPL, XLK 13F-HR 2/6/2017 000160658717000092
Q3 2016 95 172,430 DIS, META, AAPL, ETP 13F-HR 11/10/2016 000160658716000848
Q2 2016 87 158,547 DIS, AAPL, GILD, META 13F-HR 7/29/2016 000160658716000687
Q1 2016 79 144,839 AAPL, DIS, GILD, META 13F-HR 5/5/2016 000160658716000583
Q4 2015 80 147,723 AAPL, DIS, GILD, META 13F-HR 2/12/2016 000160658716000445
Additional filings from Gerber Kawasaki Wealth & Investment Management that have since been restated