Institution Information
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
Institutional Holdings
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
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