Lazari Capital Management, Inc. Incresed Positions in Q2 2025

Lazari Capital Management, Inc.

  • $266 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
477
+ 1.55%
$136.59 - $217.51 $65.2K - $104K
31.3K $6.56B
GOOGL
Alphabet Inc.

Communication Services
122
+ 0.22%
$144.7 - $178.6 $17.7K - $21.8K
54.8K $9.65B
BAC
Bank Of America Corp

Financial Services
4.84K
+ 5.09%
$34.39 - $47.46 $166K - $230K
99.9K $4.73B
UNH
Unitedhealth Group Inc

Healthcare
2.53K
+ 271.67%
$274.35 - $599.47 $695K - $1.52M
3.46K $1.08B
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.04%
$243.75 - $303.93 $1.22K - $1.52K
12.3K $3.73B
MGK
Vanguard Mega Cap Growth ETF

ETFs
57
+ 1.2%
$273.67 - $366.17 $15.6K - $20.9K
4.8K $1.76B
ORCL
Oracle Corp

Technology
8
+ 0.22%
$122.82 - $218.63 $983 - $1.75K
3.69K $806M
PFE
Pfizer Inc

Healthcare
11.9K
+ 19.11%
$21.59 - $24.84 $257K - $296K
74.3K $1.8B
PLTR
Palantir Technologies Inc.

Technology
413
+ 13.33%
$74.01 - $144.25 $30.6K - $59.6K
3.51K $479M
WFC
Wells Fargo & Company

Financial Services
494
+ 2.71%
$60.98 - $80.12 $30.1K - $39.6K
18.7K $1.5B
PYPL
Pay Pal Holdings, Inc.

Financial Services
208
+ 1.51%
$57.41 - $74.81 $11.9K - $15.6K
14K $1.04B
VHT
Vanguard Health Care ETF

ETFs
612
+ 57.25%
$236.71 - $261.92 $145K - $160K
1.68K $417M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
656
+ 6.38%
$114.78 - $133.31 $75.3K - $87.5K
10.9K $1.46B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.54K
+ 39.23%
$54.19 - $67.22 $83.4K - $103K
5.46K $367M
SRE
Sempra Energy

Utilities
3
+ 0.01%
$63.78 - $78.91 $191 - $237
24.2K $1.84B
BXP
Boston Properties Inc

Real Estate
1.51K
+ 36.99%
$56.86 - $74.12 $85.6K - $112K
5.58K $376M
Ishares Bitcoin Trust ETF
556
+ 11.84%
N/A
5.25K $321M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 1.53%
$908.13 - $1056.85 $20.9K - $24.3K
1.52K $1.51B
CAT
Caterpillar Inc

Industrials
3
+ 0.2%
$273.94 - $388.21 $822 - $1.16K
1.48K $573M
HD
Home Depot, Inc.

Consumer Cyclical
210
+ 12.32%
$335.24 - $380.78 $70.4K - $80K
1.92K $702M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 7.57%
$456.74 - $568.03 $27.4K - $34.1K
853 $484M
VV
Vanguard Large Cap ETF

ETFs
187
+ 23.09%
$228.25 - $285.3 $42.7K - $53.4K
997 $284M
LQD
Ishares Iboxx $ Investment Gra

ETFs
651
+ 12.19%
$105.23 - $109.61 $68.5K - $71.4K
5.99K $657M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.17%
$146.58 - $180.01 $879 - $1.08K
3.55K $630M
VOD
Vodafone Group Public LTD CO

Communication Services
2.95K
+ 10.12%
$8.19 - $10.66 $24.1K - $31.4K
32.1K $342M
F
Ford Motor CO

Consumer Cyclical
2.05K
+ 3.6%
$8.69 - $10.85 $17.8K - $22.2K
58.8K $638M
PM
Philip Morris International Inc.

Consumer Defensive
14
+ 0.54%
$149.23 - $184.95 $2.09K - $2.59K
2.6K $473M
VBR
Vanguard Small Cap Value ETF

ETFs
261
+ 22.33%
$162.76 - $195.77 $42.5K - $51.1K
1.43K $279M
GLD
Spdr Gold Trust

ETFs
30
+ 1.13%
$273.71 - $316.29 $8.21K - $9.49K
2.68K $815M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
429
+ 2.26%
$96.84 - $99.46 $41.5K - $42.7K
19.4K $1.92B
BND
Vanguard Bd Index Fd Inc Total

ETFs
617
+ 7.73%
$72.02 - $73.82 $44.4K - $45.5K
8.6K $633M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
767
+ 2.68%
$9.22 - $12.79 $7.07K - $9.81K
29.3K $369M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8
+ 0.14%
$90.56 - $109.49 $724 - $876
5.81K $635M
MITK
Mitek Systems Inc

Technology
834
+ 7.94%
$7.11 - $10.34 $5.93K - $8.62K
11.3K $112M
GNL
Global Net Lease, Inc.

Real Estate
4.64K
+ 23.71%
$6.82 - $8.08 $31.6K - $37.5K
24.2K $183M
PLUG
Plug Power Inc

Industrials
12.1K
+ 49.24%
$0.7 - $1.49 $8.5K - $18.1K
36.8K $54.8M
BFLY
Butterfly Network, Inc.

Healthcare
9.94K
+ 53.1%
$1.96 - $2.63 $19.5K - $26.1K
28.7K $57.3M
IEF
Ishares Barclays

ETFs
64
+ 2.39%
$93.15 - $96.56 $5.96K - $6.18K
2.74K $262M
TGT
Target Corp

Consumer Defensive
174
+ 8.81%
$88.76 - $105.77 $15.4K - $18.4K
2.15K $212M
MET
Metlife Inc

Financial Services
63
+ 2.46%
$68.42 - $82.49 $4.31K - $5.2K
2.63K $211M
SO
Southern CO

Utilities
12
+ 0.41%
$84.91 - $92.56 $1.02K - $1.11K
2.96K $272M
EQNR
Equinor Asa

Energy
426
+ 5.25%
$22.04 - $28.08 $9.39K - $12K
8.54K $215M
GERN
Geron Corp

Healthcare
6.4K
+ 6.7%
$1.18 - $1.62 $7.55K - $10.4K
102K $144M
XEL
Xcel Energy Inc

Utilities
7
+ 0.19%
$65.65 - $72.39 $460 - $507
3.61K $246M
MRK
Merck & Co., Inc.

Healthcare
103
+ 2.11%
$73.47 - $87.12 $7.57K - $8.97K
4.98K $394M
Mesoblast LTD
1K
+ 2.21%
N/A
46.5K $506M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.2%
$483.48 - $539.8 $1.45K - $1.62K
1.5K $727M
JNJ
Johnson & Johnson

Healthcare
22
+ 0.36%
$146.36 - $159.82 $3.22K - $3.52K
6.14K $938M
XLE
Energy Sector Spdr

ETFs
101
+ 0.87%
$76.44 - $94.13 $7.72K - $9.51K
11.7K $989M
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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