Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 08-10-2023 | 06-30-2023 | 264 | 1,489,794,657 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TESLA INC | COM | 1 | $107,178,271 | 409,530 | 0.01 | 0.01 | -11,191 | -2.66 | 06-30-2023 |
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 2 | $92,838,579 | 610,858 | 0.01 | 0.00 | 134,753 | 28.30 | 06-30-2023 |
APPLE INC | COM | 3 | $66,328,836 | 342,074 | 0.00 | 0.00 | -448 | -0.13 | 06-30-2023 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 4 | $64,609,708 | 371,619 | 0.00 | 0.00 | 2,020 | 0.55 | 06-30-2023 |