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 |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 251 | $310,059 | 1,674 | 0.00 | 0.00 | -199 | -10.62 | 06-30-2023 |
| VERIZON COMMUNICATIONS INC | COM | 252 | $309,352 | 8,318 | 0.00 | 0.00 | 1,319 | 18.85 | 06-30-2023 |
| EXXON MOBIL CORP | COM | 253 | $294,831 | 2,749 | 0.00 | 0.00 | -7 | -0.25 | 06-30-2023 |
| GENERAL DYNAMICS CORP | COM | 254 | $294,219 | 1,368 | 0.00 | 0.00 | -44 | -3.12 | 06-30-2023 |
