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 |
|---|---|---|---|---|---|---|---|---|---|
| SOLAREDGE TECHNOLOGIES INC | COM | 101 | $1,926,470 | 7,207 | 0.00 | 0.00 | -209 | -2.82 | 06-30-2023 |
| JPMORGAN CHASE & CO | COM | 102 | $1,911,645 | 13,144 | 0.00 | 0.00 | 2,936 | 28.76 | 06-30-2023 |
| ISHARES TR | U.S. FINLS ETF | 103 | $1,887,352 | 25,296 | 0.00 | 0.00 | -2,459 | -8.86 | 06-30-2023 |
| ISHARES TR | US AER DEF ETF | 104 | $1,837,495 | 15,749 | 0.00 | 0.00 | 597 | 3.94 | 06-30-2023 |
