Lazari Capital Management, Inc. Reduced Holdings in Q3 2024

Lazari Capital Management, Inc.

  • $234 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-238
- 0.45%
$148.65 - $191.18 $35.4K - $45.5K
52.9K $8.77B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.03K
- 1.35%
$161.02 - $200.0 $165K - $205K
75.1K $14B
BA
Boeing CO

Industrials
-108
- 0.47%
$152.04 - $190.6 $16.4K - $20.6K
23.1K $3.51B
GILD
Gilead Sciences, Inc.

Healthcare
-11.9K
- 51.61%
$66.59 - $83.99 $790K - $997K
11.1K $933M
MO
Altria Group, Inc.

Consumer Defensive
-14.8K
- 44.35%
$45.95 - $54.71 $681K - $811K
18.6K $949M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-934
- 16.47%
$434.77 - $502.96 $406K - $470K
4.74K $2.31B
IVV
Ishares Core S&P 500 ETF

ETFs
-780
- 14.92%
$520.18 - $576.82 $406K - $450K
4.45K $2.57B
COIN
Coinbase Global, Inc.

Technology
-895
- 33.25%
$147.09 - $265.15 $132K - $237K
1.8K $320M
BAC
Bank Of America Corp

Financial Services
-5.46K
- 5.21%
$36.65 - $44.13 $200K - $241K
99.2K $3.94B
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
-16.6K
- 33.77%
$6.65 - $9.15 $110K - $152K
32.6K $216M
SCHW
Schwab Charles Corp

Financial Services
-361
- 3.92%
$61.74 - $76.08 $22.3K - $27.5K
8.84K $573M
ABNB
Airbnb, Inc.

Consumer Cyclical
-150
- 5.96%
$113.01 - $154.34 $17K - $23.2K
2.37K $300M
WFC
Wells Fargo & Company

Financial Services
-256
- 1.22%
$51.58 - $60.97 $13.2K - $15.6K
20.7K $1.17B
C
Citigroup Inc

Financial Services
-588
- 4.45%
$56.11 - $67.61 $33K - $39.8K
12.6K $791M
SPY
Spdr S&P 500 ETF Trust

ETFs
-265
- 6.54%
$517.38 - $573.86 $137K - $152K
3.79K $2.17B
PG
Procter & Gamble CO

Consumer Defensive
-297
- 11.04%
$160.76 - $177.82 $47.7K - $52.8K
2.39K $415M
IYE
Ishares Tr

ETFs
-315
- 4.34%
$44.44 - $49.18 $14K - $15.5K
6.95K $322M
MAR
Marriott International Inc

Consumer Cyclical
-165
- 5.52%
$211.35 - $255.11 $34.9K - $42.1K
2.82K $702M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.06K
- 8.12%
$35.7 - $41.13 $37.7K - $43.4K
11.9K $482M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-685
- 6.14%
$71.45 - $75.64 $48.9K - $51.8K
10.5K $786M
STEM
Stem, Inc.

Technology
-500
- 3.82%
$0.31 - $1.52 $155 - $760
12.6K $4.38M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-750
- 5.03%
$25.73 - $28.81 $19.3K - $21.6K
14.1K $403M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.42K
- 11.7%
$6.71 - $8.78 $9.53K - $12.5K
10.7K $88.4M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-1.19K
- 2.96%
$12.57 - $15.26 $15K - $18.2K
39K $576M
SQ
Block, Inc.

Technology
-150
- 3.04%
$57.21 - $72.07 $8.58K - $10.8K
4.79K $321M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-50
- 1.97%
$285.48 - $330.24 $14.3K - $16.5K
2.48K $799M
Mesoblast LTD
-8K
- 14.96%
N/A
45.5K $371M
BFLY
Butterfly Network, Inc.

Healthcare
-2.5K
- 11.78%
$0.87 - $1.99 $2.18K - $4.98K
18.7K $33.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.04K
- 4.9%
$26.06 - $29.18 $27K - $30.2K
20.1K $583M
GERN
Geron Corp

Healthcare
-1K
- 1.44%
$4.17 - $4.99 $4.17K - $4.99K
68.4K $311M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-529
- 2.33%
$44.65 - $47.21 $23.6K - $25K
22.2K $1.04B
GNL
Global Net Lease, Inc.

Real Estate
-1.33K
- 4.84%
$7.3 - $8.96 $9.73K - $11.9K
26.2K $221M
IEMG
Ishares Inc

ETFs
-306
- 3.13%
$53.64 - $53.64 $16.4K - $16.4K
9.46K $543M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-325
- 4.65%
$141.31 - $161.48 $45.9K - $52.5K
6.66K $1.07B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.34K
- 4.18%
$28.25 - $31.7 $37.9K - $42.5K
30.7K $947M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.75%
$801.83 - $917.05 $4.81K - $5.5K
798 $707M
Gsk PLC
-424
- 2.12%
N/A
19.5K $799M
CRM
Salesforce, Inc.

Technology
-234
- 4.12%
$238.42 - $276.53 $55.8K - $64.7K
5.44K $1.49B
SPG
Simon Property Group Inc

Real Estate
-94
- 3.16%
$146.09 - $170.11 $13.7K - $16K
2.88K $487M
PM
Philip Morris International Inc.

Consumer Defensive
-62
- 2.47%
$101.25 - $127.45 $6.28K - $7.9K
2.45K $298M
JPM
Jpmorgan Chase & CO

Financial Services
-132
- 1.42%
$194.9 - $224.8 $25.7K - $29.7K
9.14K $1.93B
V
Visa Inc.

Financial Services
-11
- 0.2%
$253.74 - $291.56 $2.79K - $3.21K
5.53K $1.52B
SHOP
Shopify Inc.

Technology
-217
- 3.37%
$52.26 - $80.75 $11.3K - $17.5K
6.23K $499M
GE
General Electric CO

Industrials
-44
- 1.57%
$156.66 - $189.66 $6.89K - $8.35K
2.75K $519M
IBM
International Business Machines Corp

Technology
-87
- 4.41%
$175.1 - $223.38 $15.2K - $19.4K
1.89K $417M
MA
Mastercard Inc

Financial Services
-33
- 1.74%
$429.6 - $500.99 $14.2K - $16.5K
1.86K $920M
NFLX
Netflix Inc

Communication Services
-40
- 1.02%
$598.55 - $722.26 $23.9K - $28.9K
3.89K $2.76B
IEFA
Ishares Tr

ETFs
-75
- 0.35%
$70.09 - $78.74 $5.26K - $5.91K
21.6K $1.69B
T
At&T Inc.

Communication Services
-2.94K
- 4.8%
$18.21 - $22.28 $53.5K - $65.4K
58.2K $1.28B
Activity Summary
Buys All Purchases 84 New Holdings 19 Increased Positions 65 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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