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Gerber, LLC

SEC CIK
0002014164
Latest filing
Jul 29, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Mar 5, 2024. Long positions only.

Institution overview
Positions
93
No filing for Q3 2023
Portfolio value
$110.9M
No filing for Q3 2023
Filed
Mar 5, 2024
SEC

Gerber, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Gerber, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSLATesla, Inc.Stock52,013$12.9M11.7%––History
Fidelity Covington Trust31609A404ENHANCED INTL436,861$11.6M10.4%–––
ARK Innovation ETF00214Q104ETF215,227$11.3M10.2%–––
Invesco QQQ Trust Series I46090E103ETF21,156$8.66M7.8%–––
AAPLApple Inc.Stock29,992$5.77M5.2%––History
Pacer US Cash Cows 100 ETF69374H881ETF82,348$4.28M3.9%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF16,170$3.84M3.5%–––
Amplify Blockchain Technology ETF032108607ETF123,311$3.68M3.3%–––
MSFTMicrosoft CorpStock8,555$3.22M2.9%––History
ALTAltimmune, Inc.COM NEW255,778$2.88M2.6%––History
ARK Blockchain & Fintech Innovation ETF00214Q708ETF99,338$2.74M2.5%–––
WORWorthington Enterprises, Inc.COM32,251$1.86M1.7%––History
NVDANVIDIA CorpStock2,984$1.48M1.3%––History
GOOGAlphabet Inc.Stock10,434$1.47M1.3%––History
METAMeta Platforms, Inc.Stock3,701$1.31M1.2%––History
Invesco Nasdaq 100 ETF46138G649ETF7,103$1.20M1.1%–––
State Street SPDR S&P Regional Banking ETF78464A698ETF21,890$1.15M1.0%–––
FFord Motor CoStock85,736$1.05M0.9%––History
COINCoinbase Global, Inc.COM CL A5,966$1.04M0.9%––History
INTCIntel CorpStock18,579$933.6K0.8%––History
WSWorthington Steel, Inc.COM SHS32,250$906.2K0.8%––History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10032,249$870.4K0.8%–––
JPMJPMorgan Chase & CoStock4,962$844.0K0.8%––History
SCIService Corp InternationalCOM12,001$821.5K0.7%––History
ORCLOracle CorpStock7,400$780.1K0.7%––History
UNHUnitedHealth Group IncStock1,463$770.2K0.7%––History
Invesco Exchange Traded FD T46137V142WATER RES ETF12,568$764.9K0.7%–––
ACNAccenture plcStock2,059$722.5K0.7%––History
HDHome Depot, Inc.Stock1,993$690.5K0.6%––History
Vanguard Dividend Appreciation ETF921908844ETF3,992$680.2K0.6%–––
JBLJabil IncStock4,860$619.2K0.6%––History
BRK.BBerkshire Hathaway IncStock1,736$619.2K0.6%––History
AMZNAmazon Com IncStock3,969$603.0K0.5%––History
ABBVAbbVie Inc.Stock3,872$600.0K0.5%––History
WDCWestern Digital CorpCOM10,827$567.0K0.5%––History
INVAInnoviva, Inc.COM34,300$550.2K0.5%––History
MAMastercard IncStock1,275$543.8K0.5%––History
AMATApplied Materials IncStock3,153$511.0K0.5%––History
Fidelity Merrimack STR Tr316188309TOTAL BD ETF10,776$496.1K0.4%–––
CSCOCisco Systems, Inc.Stock9,332$471.5K0.4%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF4,619$458.4K0.4%–––
PATHUiPath, Inc.Stock18,320$455.1K0.4%––History
MOAltria Group, Inc.Stock11,172$450.7K0.4%––History
ROPRoper Technologies IncStock775$422.5K0.4%––History
iShares Core S&P 500 ETF464287200ETF884$422.1K0.4%–––
HBANHuntington Bancshares IncCOM32,663$415.5K0.4%––History
AMDAdvanced Micro Devices IncStock2,740$403.9K0.4%––History
iShares Semiconductor ETF464287523ETF700$403.3K0.4%–––
FTNTFortinet, Inc.Stock6,875$402.4K0.4%––History
PGRProgressive CorpStock2,500$398.2K0.4%––History
Renaissance Cap Greenwich FD759937204IPO ETF10,371$391.1K0.4%–––
SPDR Series Trust78464A763ST STR SP DIV3,093$386.6K0.3%–––
SPYSPDR S&P 500 ETF TrustETF786$373.7K0.3%––History
CMCSAComcast CorpStock8,395$368.1K0.3%––History
iShares Russell 2000 ETF464287655ETF1,834$368.1K0.3%–––
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF8,551$360.6K0.3%–––
Vanguard Morningstar Value ETF922908744ETF2,319$346.7K0.3%–––
AMGNAmgen IncStock1,188$342.2K0.3%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF9,091$341.8K0.3%–––
DISWalt Disney CoStock3,751$338.7K0.3%––History
BABoeing CoStock1,277$332.9K0.3%––History
MRKMerck & Co., Inc.Stock2,929$319.3K0.3%––History
DHILDiamond Hill Investment Group IncCOM NEW1,915$317.1K0.3%––History
IRWDIronwood Pharmaceuticals IncCOM CL A27,600$315.7K0.3%––History
UPSUnited Parcel Service IncStock1,989$312.7K0.3%––History
GOOGLAlphabet Inc.Stock2,197$306.9K0.3%––History
ADIAnalog Devices IncStock1,507$299.2K0.3%––History
PEPPepsiCo IncStock1,754$297.9K0.3%––History
Schwab US Dividend Equity ETF808524797ETF3,789$288.5K0.3%–––
DLRDigital Realty Trust, Inc.COM2,140$288.0K0.3%––History
ALLAllstate CorpStock2,021$282.9K0.3%––History
JNJJohnson & JohnsonStock1,802$282.4K0.3%––History
iShares Tr464287556ISHARES BIOTECH2,016$273.9K0.2%–––
APDAir Products & Chemicals, Inc.Stock944$258.5K0.2%––History
Vanguard Star FDS921909768VG TL INTL STK F4,317$250.2K0.2%–––
AEPAmerican Electric Power Co IncStock2,972$241.4K0.2%––History
iShares Core MSCI Eafe ETF46432F842ETF3,357$236.2K0.2%–––
LOWLowes Companies IncStock1,058$235.5K0.2%––History
SOSouthern CoStock3,306$231.8K0.2%––History
QCOMQualcomm IncStock1,557$225.1K0.2%––History
BACBank of America CorpStock6,670$224.6K0.2%––History
TXNTexas Instruments IncStock1,304$222.3K0.2%––History
PFEPfizer IncStock7,403$213.1K0.2%––History
ECLEcolab Inc.Stock1,050$208.3K0.2%––History
iShares Core S&P Mid-Cap ETF464287507ETF748$207.3K0.2%–––
RMNIRimini Street, Inc.COM45,405$148.5K0.1%––History
Global X FDS37954Y707RENEWABLE ENERGY13,012$146.8K0.1%–––
TBPHTheravance Biopharma, Inc.COM10,000$112.4K0.1%––History
GDRXGoodRx Holdings, Inc.COM CL A11,200$75.0K0.1%––History
FSCOFS Credit Opportunities Corp.COMMON STOCK10,000$56.7K0.1%––History
YTRAYatra Online, Inc.ORD SHS16,135$26.3K<0.1%––History
MNPRMonopar TherapeuticsCOM28,005$9.53K<0.1%––History
WKHSWorkhorse Group Inc.COM NEW18,490$6.66K<0.1%––History