The Analysis of Gerber Kawasaki Wealth & Investment Management's Holdings & P&L


Currently, Gerber Kawasaki Wealth & Investment Management holds 350 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in SPYG (+1.6M shares, valued at $155.3M), SPBO (+1.3M shares, valued at $38.1M), USHY (+966.6K shares, valued at $35.7M); decreased their positions in N/A (-333.5K shares, valued at $31.9M), MSTR (-219.6K shares, valued at $27.4M), ORCL (-57.3K shares, valued at $8.4M); initiated new positions in BUFR (+185.4K shares, valued at $6.3M), DFEB (+40.3K shares, valued at $1.9M), CRSP (+20.5K shares, valued at $973.3K).


1M P&L
+140.8M+4.40%
3M P&L
+198.0M+6.29%
HY P&L
+232.2M+7.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.2B
73.4%
2Semiconductors162.6M
5.5%
3Auto Manufacturers106.9M
3.6%

Top Industries by Stock Count

1N/A183 stocks
55.8%
2Software - Application9 stocks
2.7%
3Software - Infrastructure8 stocks
2.4%
Stock Holdings
QQQM
INVESCO EXCH TRADED FD TR II
7.40%
Shares1.0M
Event2026-03-31
Filed2026-05-07
SPYG
SPDR SERIES TRUST
1160.99%
Shares1.7M
Event2026-03-31
Filed2026-05-07
NVDA
NVIDIA CORPORATION
-2.04%
Shares840.0K
Event2026-03-31
Filed2026-05-07
SPYV
SPDR SERIES TRUST
5.90%
Shares2.6M
Event2026-03-31
Filed2026-05-07
IXUS
ISHARES TR
5.96%
Shares1.6M
Event2026-03-31
Filed2026-05-07
AGG
ISHARES TR
15.99%
Shares1.2M
Event2026-03-31
Filed2026-05-07
TSLA
TESLA INC
39.97%
Shares283.0K
Event2026-03-31
Filed2026-05-07
AAPL
APPLE INC
0.21%
Shares404.2K
Event2026-03-31
Filed2026-05-07
XLK
SELECT SECTOR SPDR TR
3.39%
Shares695.1K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
-1.60%
Shares271.5K
Event2026-03-31
Filed2026-05-07
XLF
SELECT SECTOR SPDR TR
11.43%
Shares1.5M
Event2026-03-31
Filed2026-05-07
XLY
SELECT SECTOR SPDR TR
5.26%
Shares578.8K
Event2026-03-31
Filed2026-05-07
XLV
SELECT SECTOR SPDR TR
-1.99%
Shares387.8K
Event2026-03-31
Filed2026-05-07
LGLV
SPDR SERIES TRUST
-2.09%
Shares309.0K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT CORP
7.86%
Shares144.5K
Event2026-03-31
Filed2026-05-07
SCHD
SCHWAB STRATEGIC TR
-8.40%
Shares1.7M
Event2026-03-31
Filed2026-05-07
PWZ
INVESCO EXCH TRADED FD TR II
9.32%
Shares1.9M
Event2026-03-31
Filed2026-05-07
SPBO
SPDR SERIES TRUST
642.77%
Shares1.5M
Event2026-03-31
Filed2026-05-07
SOXX
ISHARES TR
-7.77%
Shares133.9K
Event2026-03-31
Filed2026-05-07
USHY
ISHARES TR
481.87%
Shares1.2M
Event2026-03-31
Filed2026-05-07
AMZN
AMAZON COM INC
2.73%
Shares201.7K
Event2026-03-31
Filed2026-05-07
SPTS
SPDR SERIES TRUST
16.81%
Shares1.4M
Event2026-03-31
Filed2026-05-07
SMMD
ISHARES TR
6.64%
Shares502.3K
Event2026-03-31
Filed2026-05-07
XLP
SELECT SECTOR SPDR TR
10.67%
Shares447.2K
Event2026-03-31
Filed2026-05-07
CGDV
CAPITAL GROUP DIVIDEND VALUE
0.03%
Shares858.1K
Event2026-03-31
Filed2026-05-07
NFLX
NETFLIX INC.
11.55%
Shares378.2K
Event2026-03-31
Filed2026-05-07
XLC
SELECT SECTOR SPDR TR
2.66%
Shares305.2K
Event2026-03-31
Filed2026-05-07
CGGR
CAPITAL GROUP GROWTH ETF
4.02%
Shares808.1K
Event2026-03-31
Filed2026-05-07
JPST
J P MORGAN EXCHANGE TRADED F
-6.95%
Shares607.5K
Event2026-03-31
Filed2026-05-07
META
META PLATFORMS INC
110.53%
Shares52.1K
Event2026-03-31
Filed2026-05-07
SPMD
SPDR SERIES TRUST
6.19%
Shares499.4K
Event2026-03-31
Filed2026-05-07
XAR
SPDR SERIES TRUST
-2.00%
Shares116.3K
Event2026-03-31
Filed2026-05-07
IVV
ISHARES TR
-5.05%
Shares39.4K
Event2026-03-31
Filed2026-05-07
AXON
AXON ENTERPRISE INC
690.61%
Shares57.5K
Event2026-03-31
Filed2026-05-07
XLI
SELECT SECTOR SPDR TR
-0.53%
Shares148.8K
Event2026-03-31
Filed2026-05-07
XLRE
SELECT SECTOR SPDR TR
11.81%
Shares581.7K
Event2026-03-31
Filed2026-05-07
ADVISORSHARES TR
ADVISORSHARES TR
1.45%
Shares948.3K
Event2026-03-31
Filed2026-05-07
SHM
SPDR SERIES TRUST
10.74%
Shares462.0K
Event2026-03-31
Filed2026-05-07
URTH
ISHARES INC
0.05%
Shares103.3K
Event2026-03-31
Filed2026-05-07
GEV
GE VERNOVA INC
7.53%
Shares20.6K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
BROADCOM INC
5.58%
Shares57.2K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
INVESCO QQQ TR
-8.69%
Shares30.2K
Event2026-03-31
Filed2026-05-07
SHOP
SHOPIFY INC
238.72%
Shares143.3K
Event2026-03-31
Filed2026-05-07
PZA
INVESCO EXCH TRADED FD TR II
8.15%
Shares734.6K
Event2026-03-31
Filed2026-05-07
SPY
STATE STR SPDR S&P 500 ETF T
-0.58%
Shares25.2K
Event2026-03-31
Filed2026-05-07
CWI
SPDR INDEX SHS FDS
3.54%
Shares447.7K
Event2026-03-31
Filed2026-05-07
XMHQ
INVESCO EXCHANGE TRADED FD T
5.73%
Shares152.5K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
-3.20%
Shares54.3K
Event2026-03-31
Filed2026-05-07
CGIC
CAPITAL GROUP INTERNATIONAL
870.19%
Shares471.1K
Event2026-03-31
Filed2026-05-07
PAVE
GLOBAL X FDS
1.56%
Shares274.0K
Event2026-03-31
Filed2026-05-07
LLY
ELI LILLY &CO
15.38%
Shares13.9K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR
ISHARES GOLD TR
448.97%
Shares126.5K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.59%
Shares23.1K
Event2026-03-31
Filed2026-05-07
CLIP
GLOBAL X FDS
23.49%
Shares108.8K
Event2026-03-31
Filed2026-05-07
USMV
ISHARES TR
-4.74%
Shares114.1K
Event2026-03-31
Filed2026-05-07
MU
MICRON TECHNOLOGY INC
1406.27%
Shares31.0K
Event2026-03-31
Filed2026-05-07
JPSE
J P MORGAN EXCHANGE TRADED F
-2.82%
Shares190.3K
Event2026-03-31
Filed2026-05-07
IWF
ISHARES TR
6.48%
Shares22.1K
Event2026-03-31
Filed2026-05-07
VICI
VICI PPTYS INC
-9.59%
Shares345.5K
Event2026-03-31
Filed2026-05-07
IHI
ISHARES TR
0.87%
Shares174.8K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT INC
-19.36%
Shares27.2K
Event2026-03-31
Filed2026-05-07
SPAB
SPDR SERIES TRUST
-19.59%
Shares314.1K
Event2026-03-31
Filed2026-05-07
VTI
VANGUARD INDEX FDS
1.49%
Shares24.9K
Event2026-03-31
Filed2026-05-07
MUB
ISHARES TR
1.72%
Shares75.2K
Event2026-03-31
Filed2026-05-07
CGGO
CAPITAL GROUP GBL GROWTH EQT
0.64%
Shares238.8K
Event2026-03-31
Filed2026-05-07
TER
TERADYNE INC
-23.83%
Shares25.5K
Event2026-03-31
Filed2026-05-07
APH
AMPHENOL CORP
10.71%
Shares59.3K
Event2026-03-31
Filed2026-05-07
CGUS
CAPITAL GROUP CORE EQUITY ET
1.18%
Shares194.2K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
4.15%
Shares12.4K
Event2026-03-31
Filed2026-05-07
SHYG
ISHARES TR
10.32%
Shares162.9K
Event2026-03-31
Filed2026-05-07
DIS
DISNEY WALT CO
-18.96%
Shares70.3K
Event2026-03-31
Filed2026-05-07
JPM
JPMORGAN CHASE &CO
-3.33%
Shares23.0K
Event2026-03-31
Filed2026-05-07
BUFR
FIRST TR EXCHNG TRADED FD VI
New
Shares185.4K
Event2026-03-31
Filed2026-05-07
PFF
ISHARES TR
-9.88%
Shares203.2K
Event2026-03-31
Filed2026-05-07
SPSM
SPDR SERIES TRUST
-17.72%
Shares124.3K
Event2026-03-31
Filed2026-05-07
KTOS
KRATOS DEFENSE &SEC SOLUTIO
-7.32%
Shares84.3K
Event2026-03-31
Filed2026-05-07
COST
COSTCO WHOLESALE CORPORATION
8.06%
Shares5.9K
Event2026-03-31
Filed2026-05-07
EFA
ISHARES TR
13.53%
Shares59.4K
Event2026-03-31
Filed2026-05-07
QQQJ
INVESCO EXCH TRADED FD TR II
-9.55%
Shares153.0K
Event2026-03-31
Filed2026-05-07
PLTR
PALANTIR TECHNOLOGIES INC
197.30%
Shares37.7K
Event2026-03-31
Filed2026-05-07
WMT
WALMART INC
-3.03%
Shares43.5K
Event2026-03-31
Filed2026-05-07
PWR
QUANTA SVCS INC
71.45%
Shares9.5K
Event2026-03-31
Filed2026-05-07
TT
TRANE TECHNOLOGIES PLC
-6.14%
Shares11.8K
Event2026-03-31
Filed2026-05-07
CMF
ISHARES TR
103.11%
Shares83.5K
Event2026-03-31
Filed2026-05-07
ASML
ASML HLDG NV
12.95%
Shares3.6K
Event2026-03-31
Filed2026-05-07
CGBL
CAPITAL GROUP CORE BALANCED
9.69%
Shares135.7K
Event2026-03-31
Filed2026-05-07
IYF
ISHARES TR
3.58%
Shares38.0K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
BLACKSTONE INC
-50.26%
Shares36.7K
Event2026-03-31
Filed2026-05-07
XHB
SPDR SERIES TRUST
4.86%
Shares42.5K
Event2026-03-31
Filed2026-05-07
SPYM
SPDR SERIES TRUST
-11.27%
Shares54.8K
Event2026-03-31
Filed2026-05-07
ITB
ISHARES TR
-11.90%
Shares44.6K
Event2026-03-31
Filed2026-05-07
UBER
UBER TECHNOLOGIES INC
0.01%
Shares56.5K
Event2026-03-31
Filed2026-05-07
AIQ
GLOBAL X FDS
12.83%
Shares82.9K
Event2026-03-31
Filed2026-05-07
NTNX
NUTANIX INC
3.98%
Shares99.0K
Event2026-03-31
Filed2026-05-07
GLD
SPDR GOLD TR
8.89%
Shares8.5K
Event2026-03-31
Filed2026-05-07
PANW
PALO ALTO NETWORKS INC
0.01%
Shares20.9K
Event2026-03-31
Filed2026-05-07
ITA
ISHARES TR
-8.96%
Shares14.6K
Event2026-03-31
Filed2026-05-07
MGM
MGM RESORTS INTERNATIONAL
-20.11%
Shares85.7K
Event2026-03-31
Filed2026-05-07
PLD
PROLOGIS INC.
0.46%
Shares23.1K
Event2026-03-31
Filed2026-05-07
NOC
NORTHROP GRUMMAN CORP
-5.42%
Shares4.4K
Event2026-03-31
Filed2026-05-07
CRWD
CROWDSTRIKE HLDGS INC
-14.11%
Shares7.7K
Event2026-03-31
Filed2026-05-07
VOLT
TEMA ETF TRUST
140.44%
Shares84.4K
Event2026-03-31
Filed2026-05-07
IBIT
ISHARES BITCOIN TRUST ETF
-3.51%
Shares74.7K
Event2026-03-31
Filed2026-05-07
PBE
INVESCO EXCHANGE TRADED FD T
-17.87%
Shares35.2K
Event2026-03-31
Filed2026-05-07
NEE
NEXTERA ENERGY INC
-2.69%
Shares29.6K
Event2026-03-31
Filed2026-05-07
AMGN
AMGEN INC
-1.34%
Shares7.5K
Event2026-03-31
Filed2026-05-07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
42.82%
Shares7.7K
Event2026-03-31
Filed2026-05-07
SPDR SERIES TRUST
SPDR SERIES TRUST
-92.63%
Shares26.5K
Event2026-03-31
Filed2026-05-07
IWM
ISHARES TR
253.31%
Shares10.1K
Event2026-03-31
Filed2026-05-07
SGOV
ISHARES TR
65.90%
Shares23.8K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHS
-9.65%
Shares9.7K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
4.80%
Shares12.3K
Event2026-03-31
Filed2026-05-07
SMH
VANECK ETF TRUST
-4.50%
Shares6.1K
Event2026-03-31
Filed2026-05-07
V
VISA INC
5.96%
Shares7.8K
Event2026-03-31
Filed2026-05-07
VIG
VANGUARD SPECIALIZED FUNDS
3.66%
Shares10.7K
Event2026-03-31
Filed2026-05-07
GBIL
GOLDMAN SACHS ETF TR
21.74%
Shares22.1K
Event2026-03-31
Filed2026-05-07
XOM
EXXON MOBIL CORP
38.65%
Shares12.9K
Event2026-03-31
Filed2026-05-07
IBND
SPDR SER TR
12.09%
Shares66.1K
Event2026-03-31
Filed2026-05-07
LPLA
LPL FINL HLDGS INC
-0.71%
Shares6.7K
Event2026-03-31
Filed2026-05-07
DLR
DIGITAL RLTY TR INC
-3.51%
Shares11.1K
Event2026-03-31
Filed2026-05-07
DFEB
FIRST TR EXCHNG TRADED FD VI
New
Shares40.3K
Event2026-03-31
Filed2026-05-07
BE
BLOOM ENERGY CORP
68.81%
Shares9.1K
Event2026-03-31
Filed2026-05-07
SPGM
SPDR INDEX SHS FDS
-6.06%
Shares23.2K
Event2026-03-31
Filed2026-05-07
IBB
ISHARES TR
1.69%
Shares10.4K
Event2026-03-31
Filed2026-05-07
TLT
ISHARES TR
-19.51%
Shares20.1K
Event2026-03-31
Filed2026-05-07
IEF
ISHARES TR
21.85%
Shares17.6K
Event2026-03-31
Filed2026-05-07
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
0.09%
Shares16.9K
Event2026-03-31
Filed2026-05-07
VTV
VANGUARD INDEX FDS
-0.70%
Shares8.4K
Event2026-03-31
Filed2026-05-07
VUG
VANGUARD INDEX FDS
-1.53%
Shares3.7K
Event2026-03-31
Filed2026-05-07
FSEP
FIRST TR EXCHNG TRADED FD VI
-5.09%
Shares32.3K
Event2026-03-31
Filed2026-05-07
XSD
SPDR SERIES TRUST
-4.95%
Shares5.0K
Event2026-03-31
Filed2026-05-07
SPIP
SPDR SERIES TRUST
10.23%
Shares61.7K
Event2026-03-31
Filed2026-05-07
RTX
RTX CORPORATION
8.93%
Shares8.3K
Event2026-03-31
Filed2026-05-07
AMD
ADVANCED MICRO DEVICES INC
5.93%
Shares7.5K
Event2026-03-31
Filed2026-05-07
VDC
VANGUARD WORLD FD
5.28%
Shares6.8K
Event2026-03-31
Filed2026-05-07
FLOT
ISHARES TR
-9.70%
Shares29.6K
Event2026-03-31
Filed2026-05-07
TIP
ISHARES TR
37.55%
Shares13.6K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-1.51%
Shares12.0K
Event2026-03-31
Filed2026-05-07
VEA
VANGUARD TAX-MANAGED FDS
10.87%
Shares22.8K
Event2026-03-31
Filed2026-05-07
LMT
LOCKHEED MARTIN CORP
-13.41%
Shares2.3K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON CORPORATION
1.44%
Shares6.7K
Event2026-03-31
Filed2026-05-07
CGDG
CAPITAL GROUP DIVIDEND GROWE
-18.26%
Shares37.6K
Event2026-03-31
Filed2026-05-07
AXP
AMERICAN EXPRESS CO
-1.12%
Shares4.4K
Event2026-03-31
Filed2026-05-07
TKO
TKO GROUP HOLDINGS INC
11.91%
Shares6.6K
Event2026-03-31
Filed2026-05-07
XLU
SELECT SECTOR SPDR TR
-20.43%
Shares29.1K
Event2026-03-31
Filed2026-05-07
SUSA
ISHARES TR
-1.98%
Shares10.1K
Event2026-03-31
Filed2026-05-07
ORCL
ORACLE CORP
-86.35%
Shares9.1K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON &JOHNSON
66.71%
Shares5.4K
Event2026-03-31
Filed2026-05-07
ESGU
ISHARES TR
460.56%
Shares9.2K
Event2026-03-31
Filed2026-05-07
EFIV
SPDR SERIES TRUST
20.31%
Shares20.0K
Event2026-03-31
Filed2026-05-07
IJR
ISHARES TR
23.49%
Shares9.9K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR INC
-8.60%
Shares1.7K
Event2026-03-31
Filed2026-05-07
VGT
VANGUARD WORLD FD
2.98%
Shares1.7K
Event2026-03-31
Filed2026-05-07
IVW
ISHARES TR
-3.85%
Shares10.1K
Event2026-03-31
Filed2026-05-07
ITOT
ISHARES TR
7.34%
Shares7.8K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
GE AEROSPACE
60.07%
Shares3.8K
Event2026-03-31
Filed2026-05-07
XBI
SPDR SERIES TRUST
-9.52%
Shares8.5K
Event2026-03-31
Filed2026-05-07
ABBV
ABBVIE INC
4.36%
Shares4.9K
Event2026-03-31
Filed2026-05-07
DE
DEERE &CO
-10.26%
Shares1.9K
Event2026-03-31
Filed2026-05-07
LQD
ISHARES TR
7.99%
Shares9.6K
Event2026-03-31
Filed2026-05-07
KO
COCA COLA CO
-3.38%
Shares13.7K
Event2026-03-31
Filed2026-05-07
RIVN
RIVIAN AUTOMOTIVE INC
310.32%
Shares69.0K
Event2026-03-31
Filed2026-05-07
PFFD
GLOBAL X FDS
-57.73%
Shares55.6K
Event2026-03-31
Filed2026-05-07
PG
PROCTER &GAMBLE CO
26.21%
Shares6.8K
Event2026-03-31
Filed2026-05-07
CRSP
CRISPR THERAPEUTICS AG
New
Shares20.5K
Event2026-03-31
Filed2026-05-07
RSPR
INVESCO EXCHANGE TRADED FD T
-32.85%
Shares29.1K
Event2026-03-31
Filed2026-05-07
IEMG
ISHARES INC
3.08%
Shares13.7K
Event2026-03-31
Filed2026-05-07
M
MACYS INC
New
Shares50.3K
Event2026-03-31
Filed2026-05-07
CRM
SALESFORCE INC
-14.00%
Shares4.9K
Event2026-03-31
Filed2026-05-07
QCOM
QUALCOMM INC
-13.02%
Shares6.7K
Event2026-03-31
Filed2026-05-07
SYK
STRYKER CORPORATION
-37.43%
Shares2.5K
Event2026-03-31
Filed2026-05-07
SCHB
SCHWAB STRATEGIC TR
3.96%
Shares32.7K
Event2026-03-31
Filed2026-05-07
AMAT
APPLIED MATLS INC
-10.53%
Shares2.4K
Event2026-03-31
Filed2026-05-07
IDU
ISHARES TR
0.52%
Shares6.9K
Event2026-03-31
Filed2026-05-07
VXUS
VANGUARD STAR FDS
-0.73%
Shares10.2K
Event2026-03-31
Filed2026-05-07
SPTI
SPDR SERIES TRUST
-66.14%
Shares27.4K
Event2026-03-31
Filed2026-05-07
IJH
ISHARES TR
13.07%
Shares11.4K
Event2026-03-31
Filed2026-05-07
UMBF
UMB FINL CORP
-2.36%
Shares6.8K
Event2026-03-31
Filed2026-05-07
BAC
BANK AMERICA CORP
-0.31%
Shares15.6K
Event2026-03-31
Filed2026-05-07
DELL
DELL TECHNOLOGIES INC
-18.07%
Shares4.6K
Event2026-03-31
Filed2026-05-07
GENI
GENIUS SPORTS LIMITED
-27.65%
Shares166.9K
Event2026-03-31
Filed2026-05-07
STLD
STEEL DYNAMICS INC
-2.76%
Shares4.1K
Event2026-03-31
Filed2026-05-07
SCHG
SCHWAB STRATEGIC TR
-8.79%
Shares25.0K
Event2026-03-31
Filed2026-05-07
IGV
ISHARES TR
-4.43%
Shares8.9K
Event2026-03-31
Filed2026-05-07
GS
GOLDMAN SACHS GROUP INC
18.97%
Shares834
Event2026-03-31
Filed2026-05-07
IEFA
ISHARES TR
49.44%
Shares7.7K
Event2026-03-31
Filed2026-05-07
SCHF
SCHWAB STRATEGIC TR
-0.66%
Shares27.9K
Event2026-03-31
Filed2026-05-07
ESGD
ISHARES TR
15.09%
Shares7.2K
Event2026-03-31
Filed2026-05-07
MERCK &CO INC
MERCK &CO INC
-9.68%
Shares5.7K
Event2026-03-31
Filed2026-05-07
PPA
INVESCO EXCHANGE TRADED FD T
3.36%
Shares4.1K
Event2026-03-31
Filed2026-05-07
IWB
ISHARES TR
0.05%
Shares1.9K
Event2026-03-31
Filed2026-05-07
IRM
IRON MTN INC DEL
1.14%
Shares6.4K
Event2026-03-31
Filed2026-05-07
CGCB
CAPITAL GRP FIXED INCM ETF T
0.42%
Shares24.7K
Event2026-03-31
Filed2026-05-07
F
FORD MTR CO
41.19%
Shares55.7K
Event2026-03-31
Filed2026-05-07
TAXF
AMERICAN CENTY ETF TR
-8.89%
Shares12.8K
Event2026-03-31
Filed2026-05-07
IOT
SAMSARA INC
-38.45%
Shares20.2K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-8.16%
Shares1.8K
Event2026-03-31
Filed2026-05-07
NET
CLOUDFLARE INC
-21.49%
Shares3.1K
Event2026-03-31
Filed2026-05-07
DGX
QUEST DIAGNOSTICS INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-07
CSCO
CISCO SYS INC
23.62%
Shares8.0K
Event2026-03-31
Filed2026-05-07
ADBE
ADOBE INC
55.42%
Shares2.6K
Event2026-03-31
Filed2026-05-07
TMO
THERMO FISHER SCIENTIFIC INC
-7.53%
Shares1.2K
Event2026-03-31
Filed2026-05-07
VB
VANGUARD INDEX FDS
-2.40%
Shares2.3K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER INC
8.21%
Shares21.4K
Event2026-03-31
Filed2026-05-07
IWD
ISHARES TR
9.77%
Shares2.8K
Event2026-03-31
Filed2026-05-07
VWO
VANGUARD INTL EQUITY INDEX F
24.65%
Shares10.9K
Event2026-03-31
Filed2026-05-07
SBUX
STARBUCKS CORP
10.73%
Shares6.6K
Event2026-03-31
Filed2026-05-07
FAUG
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares11.3K
Event2026-03-31
Filed2026-05-07
IYW
ISHARES TR
-2.63%
Shares3.1K
Event2026-03-31
Filed2026-05-07
MA
MASTERCARD INCORPORATED
-1.75%
Shares1.1K
Event2026-03-31
Filed2026-05-07
GLDM
WORLD GOLD TR
34.52%
Shares6.0K
Event2026-03-31
Filed2026-05-07
EVUS
ISHARES TR
21.48%
Shares17.2K
Event2026-03-31
Filed2026-05-07
ABNB
AIRBNB INC
-2.95%
Shares4.2K
Event2026-03-31
Filed2026-05-07
CGMU
CAPITAL GRP FIXED INCM ETF T
0.24%
Shares19.6K
Event2026-03-31
Filed2026-05-07
VYM
VANGUARD WHITEHALL FDS
26.81%
Shares3.5K
Event2026-03-31
Filed2026-05-07
MELI
MERCADOLIBRE INC
104.93%
Shares291
Event2026-03-31
Filed2026-05-07
NUBD
NUSHARES ETF TR
1.43%
Shares22.5K
Event2026-03-31
Filed2026-05-07
MCD
MCDONALDS CORP
-4.35%
Shares1.6K
Event2026-03-31
Filed2026-05-07
SCHX
SCHWAB STRATEGIC TR
0.75%
Shares19.3K
Event2026-03-31
Filed2026-05-07
NCA
NUVEEN CALIFORNIA MUNI VLU F
156.85%
Shares52.7K
Event2026-03-31
Filed2026-05-07
VZ
VERIZON COMMUNICATIONS INC
1.92%
Shares9.8K
Event2026-03-31
Filed2026-05-07
DFIV
DIMENSIONAL ETF TRUST
-1.50%
Shares9.2K
Event2026-03-31
Filed2026-05-07
VO
VANGUARD INDEX FDS
-0.24%
Shares1.7K
Event2026-03-31
Filed2026-05-07
LEN
LENNAR CORP
-4.30%
Shares5.5K
Event2026-03-31
Filed2026-05-07
URI
UNITED RENTALS INC
-0.15%
Shares651
Event2026-03-31
Filed2026-05-07
NOW
SERVICENOW INC
136.72%
Shares4.5K
Event2026-03-31
Filed2026-05-07
IVE
ISHARES TR
-2.18%
Shares2.2K
Event2026-03-31
Filed2026-05-07
VGIT
VANGUARD SCOTTSDALE FDS
1.98%
Shares7.9K
Event2026-03-31
Filed2026-05-07
EWY
ISHARES INC
New
Shares3.8K
Event2026-03-31
Filed2026-05-07
ULST
SSGA ACTIVE ETF TR
0.07%
Shares11.2K
Event2026-03-31
Filed2026-05-07
CGMS
CAPITAL GRP FIXED INCM ETF T
27.05%
Shares16.6K
Event2026-03-31
Filed2026-05-07
SPOT
SPOTIFY TECHNOLOGY S A
-0.33%
Shares912
Event2026-03-31
Filed2026-05-07
GPC
GENUINE PARTS CO
-2.95%
Shares4.1K
Event2026-03-31
Filed2026-05-07
NLR
VANECK ETF TRUST
-20.85%
Shares3.2K
Event2026-03-31
Filed2026-05-07
NBB
NUVEEN TAXABLE MUNICPAL INM
0.23%
Shares27.5K
Event2026-03-31
Filed2026-05-07
BA
BOEING CO
-8.62%
Shares2.2K
Event2026-03-31
Filed2026-05-07
DFUV
DIMENSIONAL ETF TRUST
New
Shares8.7K
Event2026-03-31
Filed2026-05-07
VTEB
VANGUARD MUN BD FDS
27.34%
Shares8.4K
Event2026-03-31
Filed2026-05-07
WM
WASTE MGMT INC DEL
12.80%
Shares1.8K
Event2026-03-31
Filed2026-05-07
WFC
WELLS FARGO &CO
-5.12%
Shares5.3K
Event2026-03-31
Filed2026-05-07
PSTG
PURE STORAGE INC
-0.35%
Shares7.0K
Event2026-03-31
Filed2026-05-07
SDY
SPDR SERIES TRUST
0.18%
Shares2.8K
Event2026-03-31
Filed2026-05-07
BABA
ALIBABA GROUP HLDG LTD
10.16%
Shares3.3K
Event2026-03-31
Filed2026-05-07
SNOW
SNOWFLAKE INC
-3.49%
Shares2.7K
Event2026-03-31
Filed2026-05-07
NAC
NUVEEN CA DIVI ADV MUN
3.18%
Shares34.9K
Event2026-03-31
Filed2026-05-07
SPIB
SPDR SERIES TRUST
-36.72%
Shares11.9K
Event2026-03-31
Filed2026-05-07
TTAN
SERVICETITAN INC
New
Shares6.3K
Event2026-03-31
Filed2026-05-07
SPTM
SPDR SER TR
-3.68%
Shares5.0K
Event2026-03-31
Filed2026-05-07
SPEM
SPDR INDEX SHS FDS
-6.80%
Shares8.4K
Event2026-03-31
Filed2026-05-07
SLV
ISHARES SILVER TR
3.03%
Shares5.7K
Event2026-03-31
Filed2026-05-07
VV
VANGUARD INDEX FDS
-6.65%
Shares1.3K
Event2026-03-31
Filed2026-05-07
AZN
ASTRAZENECA PLC
-38.37%
Shares1.9K
Event2026-03-31
Filed2026-05-07
DFUS
DIMENSIONAL ETF TRUST
-17.94%
Shares5.3K
Event2026-03-31
Filed2026-05-07
NUSC
NUSHARES ETF TR
-1.77%
Shares8.3K
Event2026-03-31
Filed2026-05-07
VHT
VANGUARD WORLD FD
0.66%
Shares1.4K
Event2026-03-31
Filed2026-05-07
MRP
MILLROSE PPTYS INC
-10.29%
Shares13.0K
Event2026-03-31
Filed2026-05-07
TXN
TEXAS INSTRS INC
-25.12%
Shares1.8K
Event2026-03-31
Filed2026-05-07
VRT
VERTIV HOLDINGS CO
New
Shares1.4K
Event2026-03-31
Filed2026-05-07
FOCT
FIRST TR EXCHNG TRADED FD VI
-12.78%
Shares7.5K
Event2026-03-31
Filed2026-05-07
QQMG
INVESCO EXCH TRADED FD TR II
20.93%
Shares8.9K
Event2026-03-31
Filed2026-05-07
VBR
VANGUARD INDEX FDS
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
ONON
ON HLDG AG
-17.10%
Shares10.3K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
EATON CORP PLC
12.41%
Shares978
Event2026-03-31
Filed2026-05-07
COP
CONOCOPHILLIPS
10.47%
Shares2.6K
Event2026-03-31
Filed2026-05-07
MSI
MOTOROLA SOLUTIONS INC
-4.48%
Shares789
Event2026-03-31
Filed2026-05-07
OKLO
OKLO INC
9.86%
Shares6.9K
Event2026-03-31
Filed2026-05-07
XLE
SELECT SECTOR SPDR TR
10.92%
Shares5.6K
Event2026-03-31
Filed2026-05-07
VGK
VANGUARD INTL EQUITY INDEX F
-1.07%
Shares4.1K
Event2026-03-31
Filed2026-05-07
CGCP
CAPITAL GROUP FIXED INCOME E
-5.15%
Shares14.9K
Event2026-03-31
Filed2026-05-07
SPDW
SPDR INDEX SHS FDS
-15.50%
Shares7.3K
Event2026-03-31
Filed2026-05-07
PM
PHILIP MORRIS INTL INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-07
ABT
ABBOTT LABORATORIES
18.96%
Shares3.2K
Event2026-03-31
Filed2026-05-07
CL
COLGATE PALMOLIVE CO
0.58%
Shares3.8K
Event2026-03-31
Filed2026-05-07
PEP
PEPSICO INC
-31.37%
Shares2.1K
Event2026-03-31
Filed2026-05-07
IWO
ISHARES TR
5.01%
Shares1.0K
Event2026-03-31
Filed2026-05-07
T
AT&T INC
5.64%
Shares11.0K
Event2026-03-31
Filed2026-05-07
MARM
FIRST TR EXCHNG TRADED FD VI
-35.35%
Shares9.4K
Event2026-03-31
Filed2026-05-07
TAN
INVESCO EXCH TRADED FD TR II
-8.38%
Shares5.5K
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
BLACKROCK INC
-9.51%
Shares314
Event2026-03-31
Filed2026-05-07
USRT
ISHARES TR
-6.64%
Shares5.0K
Event2026-03-31
Filed2026-05-07
DVY
ISHARES TR
0.41%
Shares2.0K
Event2026-03-31
Filed2026-05-07
QUAL
ISHARES TR
-2.38%
Shares1.6K
Event2026-03-31
Filed2026-05-07
STRL
STERLING INFRASTRUCTURE INC
New
Shares727
Event2026-03-31
Filed2026-05-07
AEE
AMEREN CORP
-7.35%
Shares2.7K
Event2026-03-31
Filed2026-05-07
AVUV
AMERICAN CENTY ETF TR
-46.43%
Shares2.7K
Event2026-03-31
Filed2026-05-07
FINX
GLOBAL X FDS
-88.48%
Shares15.1K
Event2026-03-31
Filed2026-05-07
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
1.38%
Shares1.5K
Event2026-03-31
Filed2026-05-07
RSG
REPUBLIC SVCS INC
-0.45%
Shares1.3K
Event2026-03-31
Filed2026-05-07
FCFS
FIRSTCASH HOLDINGS INC
New
Shares1.5K
Event2026-03-31
Filed2026-05-07
BND
VANGUARD BD INDEX FDS
-27.14%
Shares3.9K
Event2026-03-31
Filed2026-05-07
BK
BANK NEW YORK MELLON CORP
1.91%
Shares2.4K
Event2026-03-31
Filed2026-05-07
TRV
TRAVELERS COMPANIES INC
1.36%
Shares969
Event2026-03-31
Filed2026-05-07
DLN
WISDOMTREE TR
-14.96%
Shares3.1K
Event2026-03-31
Filed2026-05-07
EA
ELECTRONIC ARTS INC
-22.49%
Shares1.3K
Event2026-03-31
Filed2026-05-07
MS
MORGAN STANLEY
-12.79%
Shares1.6K
Event2026-03-31
Filed2026-05-07
AVUS
AMERICAN CENTY ETF TR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-07
GLW
CORNING INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-07
ARM
ARM HOLDINGS PLC
-7.82%
Shares1.8K
Event2026-03-31
Filed2026-05-07
FAPR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-07
IDXX
IDEXX LABS INC
-8.17%
Shares461
Event2026-03-31
Filed2026-05-07
ETHA
ISHARES ETHEREUM TR
4.81%
Shares16.3K
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares2.8K
Event2026-03-31
Filed2026-05-07
NKE
NIKE INC
-5.56%
Shares4.8K
Event2026-03-31
Filed2026-05-07
VTEC
VANGUARD CALIF TAX FREE FDS
New
Shares2.6K
Event2026-03-31
Filed2026-05-07
RDDT
REDDIT INC
New
Shares1.9K
Event2026-03-31
Filed2026-05-07
SPYD
SPDR SERIES TRUST
New
Shares5.6K
Event2026-03-31
Filed2026-05-07
MMM
3M CO
-9.76%
Shares1.7K
Event2026-03-31
Filed2026-05-07
AVDE
AMERICAN CENTY ETF TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-07
SBAC
SBA COMMUNICATIONS CORP
-3.03%
Shares1.4K
Event2026-03-31
Filed2026-05-07
MSTR
STRATEGY INC
-99.13%
Shares1.9K
Event2026-03-31
Filed2026-05-07
SCHA
SCHWAB STRATEGIC TR
13.65%
Shares8.3K
Event2026-03-31
Filed2026-05-07
AMT
AMERICAN TOWER CORP
-9.60%
Shares1.4K
Event2026-03-31
Filed2026-05-07
SPGI
S&P GLOBAL INC
-2.95%
Shares560
Event2026-03-31
Filed2026-05-07
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-1.39%
Shares1.1K
Event2026-03-31
Filed2026-05-07
IUSG
ISHARES TR
20.69%
Shares1.5K
Event2026-03-31
Filed2026-05-07
CB
CHUBB LTD SWITZ
New
Shares716
Event2026-03-31
Filed2026-05-07
TJX
TJX COS INC NEW
New
Shares1.5K
Event2026-03-31
Filed2026-05-07
MAR
MARRIOTT INTL INC NEW
New
Shares682
Event2026-03-31
Filed2026-05-07
HIG
HARTFORD INSURANCE GROUP INC
0.50%
Shares1.6K
Event2026-03-31
Filed2026-05-07
FDX
FEDEX CORP
New
Shares606
Event2026-03-31
Filed2026-05-07
NXP
NUVEEN SELECT TAX-FREE INCOM
New
Shares15.1K
Event2026-03-31
Filed2026-05-07
BSX
BOSTON SCIENTIFIC CORP
11.29%
Shares3.4K
Event2026-03-31
Filed2026-05-07
FJAN
FIRST TR EXCHNG TRADED FD VI
6.25%
Shares4.3K
Event2026-03-31
Filed2026-05-07
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares3.7K
Event2026-03-31
Filed2026-05-07
EWG
ISHARES INC
-64.77%
Shares5.3K
Event2026-03-31
Filed2026-05-07
JCI
JOHNSON CONTROLS INTERNATION
New
Shares1.6K
Event2026-03-31
Filed2026-05-07
MO
ALTRIA GROUP INC
-8.44%
Shares3.2K
Event2026-03-31
Filed2026-05-07
SO
SOUTHERN CO
New
Shares2.2K
Event2026-03-31
Filed2026-05-07
ULTA
ULTA BEAUTY INC
0.25%
Shares395
Event2026-03-31
Filed2026-05-07
AVEM
AMERICAN CENTY ETF TR
New
Shares2.5K
Event2026-03-31
Filed2026-05-07
TDTT
FLEXSHARES TR
0.00%
Shares8.5K
Event2026-03-31
Filed2026-05-07
CGCV
CAPITAL GROUP CONSERVATIVE E
New
Shares6.8K
Event2026-03-31
Filed2026-05-07
DHR
DANAHER CORP DEL
-5.90%
Shares1.1K
Event2026-03-31
Filed2026-05-07
FNDX
SCHWAB STRATEGIC TR
New
Shares7.3K
Event2026-03-31
Filed2026-05-07
ROK
ROCKWELL AUTOMATION INC
0.18%
Shares559
Event2026-03-31
Filed2026-05-07
FMAY
FIRST TR EXCHNG TRADED FD VI
New
Shares3.5K
Event2026-03-31
Filed2026-05-07
PZT
INVESCO EXCH TRADED FD TR II
New
Shares7.9K
Event2026-03-31
Filed2026-05-07
HYT
BLACKROCK CORPOR HI YLD FD I
20.00%
Shares19.2K
Event2026-03-31
Filed2026-05-07
NU
NU HLDGS LTD
New
Shares10.0K
Event2026-03-31
Filed2026-05-07
OCGN
OCUGEN INC
New
Shares69.3K
Event2026-03-31
Filed2026-05-07
JPC
NUVEEN PFD &INCOME OPPORTUN
23.80%
Shares16.6K
Event2026-03-31
Filed2026-05-07
VGLT
VANGUARD SCOTTSDALE FDS
New
Shares2.2K
Event2026-03-31
Filed2026-05-07
ACHR
ARCHER AVIATION INC
New
Shares20.3K
Event2026-03-31
Filed2026-05-07
BHK
BLACKROCK CORE BD TR
New
Shares10.0K
Event2026-03-31
Filed2026-05-07
SOUN
SOUNDHOUND AI INC
-82.76%
Shares11.8K
Event2026-03-31
Filed2026-05-07
GAMESTOP CORP NEW
GAMESTOP CORP NEW
New
Shares19.5K
Event2026-03-31
Filed2026-05-07
ZIP
ZIPRECRUITER INC
New
Shares17.8K
Event2026-03-31
Filed2026-05-07
DSX
DIANA SHIPPING INC
New
Shares10.2K
Event2026-03-31
Filed2026-05-07
CYPHERPUNK TECHNOLOGIES INC
CYPHERPUNK TECHNOLOGIES INC
New
Shares22.0K
Event2026-03-31
Filed2026-05-07
BYND
BEYOND MEAT INC
New
Shares10.5K
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Gerber Kawasaki Wealth & Investment Management Institutional Holdings, Portfolio & P&L β€” TradeFomo