Gerber Kawasaki Wealth & Investment Management
CIK Number: 0001666736
2.23B
Market Value
276
# of Holdings
14 months
Avg. Holding Period
34.80%
Win Rate
22.15%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco NASDAQ ... | 217.77 | -1.01% | 810.66K | +4.82% | 170.6M | 148.63 | 7.42% |
| 2 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 974.39K | -2.22% | 130.85M | 28.43 | 5.69% |
| 3 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 1.38M | +4.89% | 121.63M | 76.58 | 5.29% |
| 4 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 262.35K | -4.58% | 105.95M | 58.04 | 4.61% |
| 5 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 1.87M | +5.54% | 95.39M | 42.92 | 4.15% |
| 6 | AAPL | Apple Inc. | 195.57 | -1.44% | 365.29K | -1% | 91.48M | 71.73 | 3.98% |
| 7 | AGG | iShares Core U.... | 98.08 | +0.33% | 765.92K | +5.54% | 74.22M | 96.9 | 3.23% |
| 8 | XLK | Technology Sele... | 241.22 | -0.75% | 315.4K | +2.31% | 73.34M | 99.02 | 3.19% |
| 9 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 136.68K | +1.55% | 57.61M | 332.68 | 2.51% |
| 10 | XLY | Consumer Discre... | 210.37 | -1.71% | 244.53K | +2.55% | 54.86M | 147.75 | 2.39% |
| 11 | IXUS | iShares Core MS... | 75.00 | -1.27% | 828.41K | +7.57% | 54.79M | 67.97 | 2.38% |
| 12 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 1.91M | +201.93% | 52.14M | 23.26 | 2.27% |
| 13 | XLF | Financial Selec... | 50.20 | -0.64% | 1.05M | +4.88% | 50.89M | 36.14 | 2.21% |
| 14 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 253.54K | +6.69% | 48.28M | 94.5 | 2.10% |
| 15 | XLV | Health Care Sel... | 133.47 | -1.65% | 317.57K | +0.93% | 43.69M | 116.57 | 1.90% |
| 16 | LGLV | SPDR SSGA US La... | 172.40 | -0.62% | 250.94K | +5.11% | 41.46M | 139.21 | 1.80% |
| 17 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 177.45K | +3.89% | 38.93M | 128.58 | 1.69% |
| 18 | SPBO | SPDR Portfolio ... | 28.82 | +0.28% | 1.2M | +7.31% | 34.37M | 28.44 | 1.49% |
| 19 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 36.79K | +0.50% | 32.79M | 422.6 | 1.43% |
| 20 | XLC | Communication S... | 103.40 | -0.9% | 328.65K | +3.99% | 31.82M | 63.59 | 1.38% |
| 21 | PWZ | Invesco Califor... | 23.30 | +0.06% | 1.23M | +5.51% | 30.39M | 24.74 | 1.32% |
| 22 | SPSM | SPDR Portfolio ... | 41.43 | -1.11% | 674.96K | +6.09% | 30.32M | 40.37 | 1.32% |
| 23 | CGGR | Capital Group G... | 38.84 | -0.96% | 803.56K | +3.31% | 29.87M | 20.88 | 1.30% |
| 24 | CGDV | Capital Group D... | 38.27 | -0.84% | 827.99K | +6.53% | 29.19M | 24.07 | 1.27% |
| 25 | IVV | iShares Core S&... | 598.51 | -0.87% | 39.93K | +7.58% | 23.5M | 485.03 | 1.02% |
| 26 | XLP | Consumer Staple... | 80.53 | -0.86% | 282.49K | +6.95% | 22.21M | 73.6 | 0.97% |
| 27 | SPMD | SPDR Portfolio ... | 52.98 | -0.89% | 373.89K | +6.39% | 20.45M | 46.81 | 0.89% |
| 28 | SMH | VanEck Semicond... | 261.58 | -0.68% | 80.36K | +8.76K% | 19.46M | 242.21 | 0.85% |
| 29 | XAR | SPDR S&P Aerosp... | 197.51 | +0.39% | 107.75K | +6.21% | 17.87M | 126.71 | 0.78% |
| 30 | JNK | SPDR Bloomberg ... | 95.81 | -0.11% | 185K | +5.91% | 17.66M | 92.82 | 0.77% |
| 31 | SPTS | SPDR Portfolio ... | 29.14 | +0.09% | 585.42K | +2.88% | 16.98M | 29.02 | 0.74% |
| 32 | SHM | SPDR Nuveen Blo... | 47.67 | +0.09% | 351.71K | +8.57% | 16.67M | 47.25 | 0.72% |
| 33 | XLI | Industrial Sele... | 142.54 | -0.76% | 123.66K | +4.79% | 16.29M | 109.11 | 0.71% |
| 34 | XLRE | The Real Estate... | 41.74 | -0.45% | 387.97K | +5.51% | 15.78M | 44.11 | 0.69% |
| 35 | MGM | MGM Resorts Int... | 33.58 | -2.11% | 449.42K | -26.08% | 15.57M | 43.63 | 0.68% |
| 36 | PBE | Invesco Dynamic... | 63.85 | -1.04% | 223.57K | +3.01% | 14.87M | 63.87 | 0.65% |
| 37 | HD | The Home Depot,... | 348.70 | -1.37% | 37.77K | +0.81% | 14.69M | 230.8 | 0.64% |
| 38 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 28.41K | +9.01% | 14.52M | 347.18 | 0.63% |
| 39 | XMHQ | Invesco S&P Mid... | 96.08 | -0.84% | 143.4K | +37.57% | 14.12M | 88.96 | 0.61% |
| 40 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 23.73K | -0.04% | 13.91M | 399.42 | 0.60% |
| 41 | DIS | The Walt Disney... | 118.14 | -1.12% | 123.52K | +0.29% | 13.75M | 122.92 | 0.60% |
| 42 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 266.81K | +9.36% | 13.44M | 50.21 | 0.58% |
| 43 | BX | Blackstone Inc. | 135.67 | -1.87% | 74.42K | +3.53% | 12.83M | 111.69 | 0.56% |
| 44 | VICI | VICI Properties... | 32.28 | +0.45% | 417.39K | -4.66% | 12.19M | 30.05 | 0.53% |
| 45 | URTH | iShares MSCI Wo... | 163.58 | -0.96% | 78.14K | +1.04% | 12.15M | 112.85 | 0.53% |
| 46 | IHI | iShares U.S. Me... | 60.29 | -1.29% | 193.5K | -1.58% | 11.29M | 65.72 | 0.49% |
| 47 | USMV | iShares MSCI US... | 92.09 | -0.69% | 124.08K | -1.62% | 11.02M | 80.31 | 0.48% |
| 48 | SPAB | SPDR Portfolio ... | 25.30 | +0.34% | 436.95K | +4.71% | 10.92M | 25.24 | 0.47% |
| 49 | PAVE | Global X U.S. I... | 42.01 | -0.91% | 253.86K | +1.71% | 10.26M | 31.44 | 0.45% |
| 50 | SOXX | iShares Semicon... | 225.67 | -0.78% | 43.99K | -66.27% | 9.48M | 219.01 | 0.41% |
| 51 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 55.73K | +22.27% | 9.29M | 126.92 | 0.40% |
| 52 | PZA | Invesco Nationa... | 22.39 | +0.16% | 380.75K | -0.08% | 8.99M | 23.62 | 0.39% |
| 53 | PFF | iShares Preferr... | 30.18 | -0.13% | 272.92K | +8.47% | 8.58M | 31.89 | 0.37% |
| 54 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 44.83K | +11.47% | 8.49M | 99.63 | 0.37% |
| 55 | JPSE | JPMorgan Divers... | 44.63 | -0.42% | 177.48K | -0.16% | 8.31M | 38.84 | 0.36% |
| 56 | CWI | SPDR MSCI ACWI ... | 31.72 | -1.15% | 284.1K | -4.88% | 7.94M | 25.44 | 0.35% |
| 57 | DELL | Dell Technologi... | 115.92 | +1.92% | 67.45K | +66.77% | 7.77M | 131.78 | 0.34% |
| 58 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 32.72K | +24.32% | 7.59M | 155.69 | 0.33% |
| 59 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 16.46K | +16.27% | 7.46M | 303.45 | 0.32% |
| 60 | NVO | Novo Nordisk A/... | 74.37 | -3.44% | 83.31K | -19.96% | 7.17M | 98.18 | 0.31% |
| 61 | MUB | iShares Nationa... | 104.08 | +0.11% | 64.73K | -0.06% | 6.9M | 107.27 | 0.30% |
| 62 | META | Meta Platforms,... | 697.17 | -0.7% | 11.51K | +8.06% | 6.74M | 331.69 | 0.29% |
| 63 | VTI | Vanguard Total ... | 293.93 | -0.86% | 23.21K | +1.41% | 6.73M | 214.4 | 0.29% |
| 64 | CGGO | Capital Group G... | 30.94 | -0.99% | 230.01K | +5.85% | 6.72M | 23.18 | 0.29% |
| 65 | LEN | Lennar Corporat... | 104.66 | -4.41% | 48.95K | -12.27% | 6.68M | 136.84 | 0.29% |
| 66 | ITB | iShares U.S. Ho... | 87.65 | -2.88% | 63.16K | -2.81% | 6.53M | 85.46 | 0.28% |
| 67 | NTNX | Nutanix, Inc. | 73.61 | +1.67% | 102.11K | +0.01% | 6.25M | 61.48 | 0.27% |
| 68 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 87.58K | +15.83% | 6.04M | 61.73 | 0.26% |
| 69 | CGUS | Capital Group C... | 35.74 | -0.74% | 169.86K | +1.86% | 5.94M | 26.02 | 0.26% |
| 70 | QQQJ | Invesco NASDAQ ... | 31.13 | -1.02% | 169.81K | +7.55% | 5.24M | 26.01 | 0.23% |
| 71 | LLY | Eli Lilly and C... | 791.46 | -2% | 6.52K | +216.76% | 5.04M | 637.42 | 0.22% |
| 72 | FSK | FS KKR Capital ... | 20.98 | +0.05% | 220.83K | +60.97% | 4.8M | 20.02 | 0.21% |
| 73 | XHB | SPDR S&P Homebu... | 93.12 | -2.31% | 41.02K | -0.77% | 4.29M | 60.44 | 0.19% |
| 74 | FINX | Global X FinTec... | 31.70 | -1.43% | 129.96K | -1.8% | 4.06M | 30.6 | 0.18% |
| 75 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 81.04K | +5.76% | 4.01M | 35.25 | 0.17% |
| 76 | TT | Trane Technolog... | 421.62 | -1.17% | 10.83K | +4.43% | 4M | 243.08 | 0.17% |
| 77 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 7.28K | +6.26% | 3.92M | 435.8 | 0.17% |
| 78 | COST | Costco Wholesal... | 977.59 | -0.69% | 4.13K | +2.79% | 3.78M | 511.92 | 0.16% |
| 79 | UBER | Uber Technologi... | 84.70 | -0.49% | 61.77K | -22.74% | 3.73M | 60.9 | 0.16% |
| 80 | IWM | iShares Russell... | 208.41 | -1.12% | 16.45K | +4.14% | 3.64M | 214.3 | 0.16% |
| 81 | TLT | iShares 20+ Yea... | 86.50 | +1.22% | 40.36K | -21.24% | 3.52M | 95.32 | 0.15% |
| 82 | DOCU | DocuSign, Inc. | 74.86 | -1.08% | 38.52K | -3.74% | 3.46M | 53.47 | 0.15% |
| 83 | ONON | On Holding AG | 52.05 | -1.82% | 62.28K | +14.65% | 3.41M | 39.59 | 0.15% |
| 84 | AXON | Axon Enterprise... | 777.48 | -0.4% | 5.59K | -2.68% | 3.32M | 125.96 | 0.14% |
| 85 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 20.74K | -33.67% | 3.19M | 191.22 | 0.14% |
| 86 | IYF | iShares U.S. Fi... | 114.30 | -0.84% | 28.72K | +2.37% | 3.18M | 88.81 | 0.14% |
| 87 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 13.21K | +1.58% | 3.17M | 163.52 | 0.14% |
| 88 | USHY | iShares Broad U... | 36.96 | -0.16% | 80.31K | +49.92% | 2.95M | 36.88 | 0.13% |
| 89 | IBB | iShares Biotech... | 125.34 | -1.96% | 22.09K | -2.56% | 2.92M | 152.16 | 0.13% |
| 90 | CLIP | Global X Funds ... | 100.25 | +0.03% | 27.92K | +20.10% | 2.8M | 100.42 | 0.12% |
| 91 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 15.31K | +104.57% | 2.79M | 110.52 | 0.12% |
| 92 | IBIT | iShares Bitcoin... | 59.52 | -3.69% | 51.94K | +50.12% | 2.76M | 42.64 | 0.12% |
| 93 | PLD | Prologis, Inc. | 105.03 | -1.68% | 25.36K | -7.27% | 2.68M | 165.91 | 0.12% |
| 94 | NEE | NextEra Energy,... | 71.88 | -2.58% | 36.25K | +2.89% | 2.6M | 92.59 | 0.11% |
| 95 | NOC | Northrop Grumma... | 503.51 | +1.20% | 5.51K | +2.44% | 2.58M | 434.5 | 0.11% |
| 96 | WMT | Walmart Inc. | 94.21 | -0.08% | 28.38K | +182.66% | 2.56M | 77.72 | 0.11% |
| 97 | ITA | iShares U.S. Ae... | 179.94 | +0.43% | 16.36K | +0.93% | 2.38M | 107.32 | 0.10% |
| 98 | IOT | Samsara Inc. | 38.22 | -2.31% | 53.75K | 0.00% | 2.35M | 27.88 | 0.10% |
| 99 | PFFD | Global X U.S. P... | 18.56 | +0.03% | 117.79K | +3.35% | 2.3M | 20.44 | 0.10% |
| 100 | LPLA | LPL Financial H... | 377.93 | -0.48% | 6.88K | -68.09% | 2.25M | 224.13 | 0.10% |
| 101 | FLOT | iShares Floatin... | 50.91 | +0.02% | 40.96K | -7.1% | 2.08M | 50.66 | 0.09% |
| 102 | SPTI | SPDR Portfolio ... | 28.46 | +0.28% | 73.76K | -2.87% | 2.06M | 28.79 | 0.09% |
| 103 | VIG | Vanguard Divide... | 199.44 | -0.85% | 10.34K | +39.47% | 2.02M | 161.31 | 0.09% |
| 104 | EWRE | Invesco S&P 500... | 30.58 | +0.78% | 57.48K | -5.24% | 2.02M | 28.42 | 0.09% |
| 105 | XSD | SPDR S&P Semico... | 241.92 | -1.56% | 8.01K | +3.84% | 1.99M | 191.4 | 0.09% |
| 106 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 11.06K | -1.58% | 1.94M | 139.79 | 0.08% |
| 107 | V | Visa Inc. | 357.69 | +0.62% | 6.07K | +4.35% | 1.92M | 198 | 0.08% |
| 108 | ZTS | Zoetis Inc. | 161.62 | -1.68% | 11.34K | -23.44% | 1.85M | 143.22 | 0.08% |
| 109 | CGBL | Capital Group C... | 32.59 | -0.5% | 59.09K | +83.22% | 1.85M | 30.94 | 0.08% |
| 110 | ASML | ASML Holding N.... | 760.09 | -1.95% | 2.58K | -23.19% | 1.79M | 782.86 | 0.08% |
| 111 | AMD | Advanced Micro ... | 127.15 | +0.60% | 14.57K | -11.31% | 1.76M | 117.04 | 0.08% |
| 112 | AMGN | Amgen Inc. | 290.07 | -1.86% | 6.64K | -0.29% | 1.73M | 255.2 | 0.08% |
| 113 | DFEB | FT Cboe Vest U.... | 43.68 | -0.51% | 40.51K | -0.98% | 1.73M | 39.08 | 0.08% |
| 114 | LMT | Lockheed Martin... | 478.69 | +2.49% | 3.5K | +10.88% | 1.7M | 382.39 | 0.07% |
| 115 | FSEP | FT Cboe Vest U.... | 46.77 | -0.57% | 35.25K | -1.21% | 1.61M | 42.42 | 0.07% |
| 116 | DLR | Digital Realty ... | 175.91 | -0.08% | 9K | +10.44% | 1.6M | 149.5 | 0.07% |
| 117 | VGIT | Vanguard Interm... | 59.16 | +0.28% | 26.99K | +100.00% | 1.57M | 58 | 0.07% |
| 118 | SHOP | Shopify Inc. | 106.50 | -1.73% | 14.62K | +5.68% | 1.55M | 68.1 | 0.07% |
| 119 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 6.28K | +2.78% | 1.52M | 171.56 | 0.07% |
| 120 | VUG | Vanguard Growth... | 420.16 | -0.82% | 3.7K | +0.87% | 1.52M | 262.3 | 0.07% |
| 121 | SYK | Stryker Corpora... | 373.25 | -1.02% | 4.09K | +158.82% | 1.47M | 360.52 | 0.06% |
| 122 | SPGM | SPDR Portfolio ... | 66.66 | -1.05% | 22.01K | +2.74% | 1.39M | 57 | 0.06% |
| 123 | VDC | Vanguard Consum... | 217.62 | -0.78% | 6.5K | +0.28% | 1.37M | 170.42 | 0.06% |
| 124 | VTV | Vanguard Value ... | 172.71 | -0.87% | 8.05K | +3.82% | 1.36M | 156.73 | 0.06% |
| 125 | ISRG | Intuitive Surgi... | 511.97 | -1.36% | 2.58K | +99.54% | 1.34M | 365.47 | 0.06% |
| 126 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 13.41K | -76.74% | 1.3M | 90.72 | 0.06% |
| 127 | CRWD | CrowdStrike Hol... | 491.76 | +2.58% | 3.76K | +14.05% | 1.29M | 145.24 | 0.06% |
| 128 | ADBE | Adobe Inc. | 382.68 | -4.74% | 2.8K | -1.58% | 1.24M | 301.38 | 0.05% |
| 129 | XBI | SPDR S&P Biotec... | 82.09 | -1.53% | 12.92K | -4.76% | 1.16M | 94.65 | 0.05% |
| 130 | GD | General Dynamic... | 281.11 | +0.65% | 4.35K | +112.45% | 1.15M | 249.49 | 0.05% |
| 131 | SUSA | iShares MSCI US... | 122.43 | -0.95% | 9.29K | -3.88% | 1.13M | 90.76 | 0.05% |
| 132 | IJR | iShares Core S&... | 105.81 | -1.09% | 9.44K | +1.19% | 1.09M | 108.67 | 0.05% |
| 133 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 2.07K | -3.85% | 1.08M | 466.59 | 0.05% |
| 134 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 25.19K | +14.02% | 1.07M | 42.04 | 0.05% |
| 135 | DE | Deere & Company | 522.91 | -0.29% | 2.5K | -5.66% | 1.06M | 367.99 | 0.05% |
| 136 | SCHH | Schwab U.S. REI... | 21.23 | -0.31% | 49.4K | +0.06% | 1.04M | 19.3 | 0.05% |
| 137 | AAOI | Applied Optoele... | 16.79 | -1.76% | 27.95K | +35.02% | 1.03M | 20.16 | 0.04% |
| 138 | ESGU | iShares ESG Awa... | 130.36 | -0.85% | 8K | -3.36% | 1.03M | 94.07 | 0.04% |
| 139 | XLU | Utilities Selec... | 80.34 | -0.83% | 13.46K | +5.47% | 1.02M | 75.62 | 0.04% |
| 140 | IGV | iShares Expande... | 106.53 | -0.81% | 9.7K | +1.86% | 971.37K | 79.71 | 0.04% |
| 141 | AXP | American Expres... | 292.69 | -0.52% | 3.13K | +10.02% | 929K | 203.78 | 0.04% |
| 142 | PG | The Procter & G... | 158.46 | -1.5% | 5.5K | +0.86% | 921.57K | 159.24 | 0.04% |
| 143 | PLTR | Palantir Techno... | 138.17 | -2.29% | 12.09K | +8.06% | 914.44K | 19.11 | 0.04% |
| 144 | RACE | Ferrari N.V. | 460.02 | -1.03% | 1.97K | +13.10% | 836.14K | 464.86 | 0.04% |
| 145 | SPIB | SPDR Portfolio ... | 33.23 | +0.15% | 25K | -2.06% | 818.99K | 31.96 | 0.04% |
| 146 | CGCP | Capital Group C... | 22.30 | +0.27% | 36.42K | +0.09% | 808.45K | 22.73 | 0.04% |
| 147 | CMF | iShares Califor... | 55.53 | +0.19% | 14.03K | +41.48% | 803.54K | 57 | 0.03% |
| 148 | ANET | Arista Networks... | 89.66 | -5.71% | 7.21K | +100.00% | 796.7K | 110.53 | 0.03% |
| 149 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 2.32K | +3.62% | 775.8K | 241.27 | 0.03% |
| 150 | STLD | Steel Dynamics,... | 133.04 | +0.70% | 6.69K | +9.13% | 763.49K | 113.26 | 0.03% |