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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
16
1
1
1
1
1
25
4
1
GERBER KAWASAKI WEALTH INVESTMENT MANAGEMENT

Time Period2018-12-31

Total Holdings113

Total Value ($x1000)284,477
Activities
New13

Increased41

Unchanged6

Decreased53

Sold Out21

Top 10 Stock Holdingstotal 44.32%
DIS5.94

IEMG5.76

XLK5.6

AAPL5.36

DVY4.84

 
TSLA4.72

IBB3.8

ITA3.17

GOOG2.62

IJR2.51

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DIS
5.94%
COM DISNEY
IEMG
5.76%
CORE MSCI EMKT
XLK
5.6%
TECHNOLOGY
AAPL
5.36%
COM
DVY
4.84%
SELECT DIVID ETF
TSLA
4.72%
COM
IBB
3.8%
NASDQ BIOTEC ETF
ITA
3.17%
U.S. AER&DEF ETF
GOOG
2.62%
CAP STK CL C
IJR
2.51%
CORE S&P SCP ETF
IEFA
2.5%
CORE MSCI EAFE
ATVI
2.5%
COM
HD
2.35%
COM
NVDA
2.28%
COM
MSFT
2.26%
COM
KRE
2.19%
S&P REGL BKG
NEE
2.12%
COM
XLY
1.98%
SBI CONS DISCR
AMZN
1.94%
COM
USMV
1.93%
USA MIN VOL ETF
XLF
1.63%
SBI INT-FINL
MGP
1.6%
COM
EA
1.49%
COM
NOC
1.47%
COM
NFLX
1.47%
COM
CCI
1.4%
COM
FRC
1.35%
COM
QQQ
1.15%
UNIT SER 1
INTC
1.11%
COM
CTRL
1.06%
COM
MINT
1.04%
ENHAN SHRT MAT
FB
0.94%
CL A
JHD
0.85%
COM
IVV
0.85%
CORE S&P500 ETF
CRON
0.8%
COM
STZ
0.8%
CL A
IHI
0.76%
U.S. MED DVC ETF
NEAR
0.73%
SHT MAT BD ETF
PWZ
0.66%
CALIF AMT MUN
JHB
0.59%
COM
SOXX
0.59%
PHLX SEMICND ETF
INDA
0.53%
MSCI INDIA ETF
KTOS
0.5%
COM NEW
LMT
0.45%
COM
SPY
0.42%
TR UNIT
VDC
0.37%
CONSUM STP ETF
QCOM
0.37%
COM
SBUX
0.37%
COM
IAU
0.37%
ISHARES
NKE
0.35%
CL B
PFE
0.31%
COM
IYF
0.31%
U.S. FINLS ETF
VZ
0.3%
COM
IWM
0.29%
RUSSELL 2000 ETF
GOOGL
0.24%
CAP STK CL A
PBE
0.24%
DYNMC BIOTECH
BRK.B
0.23%
CL B NEW
BXS
0.21%
COM
BX
0.2%
COM UNIT LTD
ZTS
0.19%
CL A
RSP
0.18%
S&P500 EQL WGT
MMM
0.16%
COM
JHY
0.15%
COM
ADBE
0.15%
COM
STXB
0.15%
COM
UNH
0.15%
COM
FNKO
0.14%
CL A
TTWO
0.14%
COM
ACB
0.14%
COM
BAC
0.14%
COM
JNJ
0.14%
COM
IGV
0.13%
NA TEC-SFTWR ETF
VUG
0.13%
GROWTH ETF
VTV
0.12%
VALUE ETF
LARE
0.12%
TIERRA XP LATIN
SHOP
0.11%
CL A
MCHI
0.11%
CHINA ETF
EOG
0.11%
COM
IJH
0.11%
CORE S&P MCP ETF
SBAC
0.11%
CL A
AMGN
0.1%
COM
JPM
0.1%
COM
ORCL
0.1%
COM
PG
0.1%
COM
PLD
0.09%
COM
XLP
0.09%
SBI CONS STPLS
VEA
0.09%
FTSE DEV MKT ETF
PAGS
0.09%
CL A
VIG
0.09%
DIV APP ETF
CVX
0.09%
COM
COST
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
V
0.09%
COM CL A
FOXA
0.08%
CL A
BA
0.08%
COM
CGC
0.08%
COM
TRUP
0.08%
COM
EWZ
0.08%
MSCI BRZ CAP ETF
PYPL
0.08%
COM
T
0.08%
COM
ANET
0.07%
COM
ILMN
0.07%
COM
GLD
0.07%
GOLD SHS
IDXX
0.07%
COM
JMF
0.05%
COM
SIRI
0.05%
COM
JPC
0.05%
COM
COOP
0.04%
COM
(NOTE)
0.04%
NOTE 2.375% 3/1
(NOTE)
0.03%
NOTE 0.250% 9/1
(NOTE)
0.02%
NOTE 1.250% 3/0
GERN
< 0.01%
COM
(NOTE)
< 0.01%
NOTE 2.875% 6/1
JHA
0.69%
COM
SEDG
0.23%
COM
XLE
0.23%
SBI INT-ENERGY
MGM
0.18%
COM
ETP
0.13%
UNIT LTD PRT INT
CQQQ
0.09%
CHINA TECHNLGY
EL
0.09%
CL A
BP
0.08%
SPONSORED ADR
EZU
0.08%
EMU ETF
XOM
0.08%
COM
DIS
0.08%
CALL
TOTL
0.07%
SPDR TR TACTIC
NVDA
0.07%
CALL
BZUN
0.07%
SPONSORED ADR
GILD
0.07%
COM
TSLA
0.06%
CALL
IVW
0.06%
S&P 500 GRWT ETF
LVS
0.06%
COM
HYT
0.04%
COM
(NOTE)
0.04%
PRN
(NOTE)
0.01%
PRN