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  Name: Gerber Kawasaki Wealth & Investment Management
  City: Santa Monica
  State: CA
  Zip: 90405
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,670,951,000
  Total Value Change : $201,603,000
  Securities Held Change : 9
   
All Securities Held : 264
  New Positions : 22
  Closed Positions : 17
  Increased Positions : 104
  Unchanged Positions : 15
  Decreased Positions : 123

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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PAVM)1 Year Chart         PAVM Pavmed Inc. 275 Closed $0.00 $0 0 0% -5,000 -15,440 0    N/A
   (FSEP)1 Year Chart         FSEP First Tr Exchng Traded Fd Vi 281 Closed $0.00 $0 0 0% -1,599,000 -43,120 0    N/A
   (JHAA)1 Year Chart         JHAA Nuveen High Income 2023 Tar... 268 Closed $0.00 $0 0 0% -478,000 -50,150 0    N/A
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... 274 Closed $75.88 $0 0 0% -203,000 -3,123 0    Closed - End Fund - E...
   (FTXN)1 Year Chart         FTXN First Trust Nasdaq Oil And Gas 280 Closed $0.00 $0 0 0% -208,000 -6,921 0    N/A
   (PSNY)1 Year Chart         PSNY Polestar Automotive Holding... 267 Closed $1.33 $0 0 0% -353,000 -133,700 0    N/A
   (MP)1 Year Chart         MP Mp Materials Ord Shs Class A 273 Closed $18.42 $0 0 0% -279,000 -14,627 0    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 279 Closed $146.70 $0 0 0% -227,000 -1,658 0    N/A
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 266 Closed $117.11 $0 0 0% -1,345,000 -11,196 0    Semiconductor Equipme...
   (CTEC)1 Year Chart         CTEC Global X Cleantech Etf 272 Closed $0.00 $0 0 0% -111,000 -10,155 0    N/A
   (PAWZ)1 Year Chart         PAWZ Proshares Pet Care Etf 278 Closed $0.00 $0 0 0% -247,000 -5,537 0    N/A
   (ALB)1 Year Chart         ALB Albemarle Corp 265 Closed $135.46 $0 0 0% -1,164,000 -6,847 0    Synthetics
   (XLU)1 Year Chart         XLU SPDR Utilities Select 271 Closed $71.46 $0 0 0% -424,000 -7,194 0    Closed - End Fund - E...
   (LAZR)1 Year Chart         LAZR Luminar Technologies, Inc 277 Closed $1.92 $0 0 0% -316,000 -69,379 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 270 Closed $167.36 $0 0 0% -278,000 -1,983 0    Diversified Computer ...
   (CBOE)1 Year Chart         CBOE Cboe Holdings, Inc. 276 Closed $0.00 $0 0 0% -232,000 -1,487 0    Diversified Investments
   (CCI)1 Year Chart         CCI Crown Castle International ... 269 Closed $101.06 $0 0 0% -334,000 -3,626 0    Integrated Telecommun...

      17 Records Found
  1    
Page 1 of 1
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