Lazari Capital Management, Inc. Incresed Positions in Q4 2024

Lazari Capital Management, Inc.

  • $251 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
27.7K
+ 18.77%
$221.69 - $259.02 $6.15M - $7.18M
175K $43.9B
NVDA
Nvidia Corp

Technology
28.7K
+ 35.25%
$117.0 - $148.88 $3.35M - $4.27M
110K $14.8B
AMZN
Amazon Com Inc

Consumer Cyclical
5.1K
+ 6.79%
$180.88 - $232.93 $923K - $1.19M
80.2K $17.6B
TSLA
Tesla, Inc.

Consumer Cyclical
482
+ 4.31%
$213.65 - $479.86 $103K - $231K
11.7K $4.72B
BP
Bp PLC

Energy
64.2K
+ 49.51%
$28.16 - $33.14 $1.81M - $2.13M
194K $5.73B
BA
Boeing CO

Industrials
5.49K
+ 23.76%
$138.14 - $180.72 $759K - $992K
28.6K $5.06B
AVGO
Broadcom Inc.

Technology
1.42K
+ 13.8%
$159.67 - $250.0 $226K - $354K
11.7K $2.7B
META
Meta Platforms, Inc.

Communication Services
380
+ 1.09%
$554.08 - $632.68 $211K - $240K
35.2K $20.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6K
+ 42.2%
$96.64 - $101.23 $580K - $607K
20.2K $1.96B
LLY
Eli Lilly & CO

Healthcare
643
+ 124.85%
$727.2 - $932.06 $468K - $599K
1.16K $894M
CRM
Salesforce, Inc.

Technology
63
+ 1.16%
$270.87 - $367.87 $17.1K - $23.2K
5.51K $1.84B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.79K
+ 65.28%
$51.54 - $52.55 $298K - $304K
14.7K $758M
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 0.76%
$205.18 - $250.29 $14.2K - $17.3K
9.21K $2.21B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.88K
+ 13.98%
$100.24 - $101.35 $288K - $291K
23.4K $2.36B
PFE
Pfizer Inc

Healthcare
10K
+ 45.02%
$24.8 - $30.19 $248K - $302K
32.2K $855M
SHOP
Shopify Inc.

Technology
85
+ 1.36%
$78.14 - $119.49 $6.64K - $10.2K
6.32K $671M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.51K
+ 36.92%
$106.56 - $113.11 $161K - $171K
5.59K $598M
WMT
Walmart Inc.

Consumer Defensive
316
+ 2.84%
$79.1 - $95.7 $25K - $30.2K
11.4K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
427
+ 29.33%
$172.07 - $207.36 $73.5K - $88.5K
1.88K $372M
BXP
Boston Properties Inc

Real Estate
1.64K
+ 54.36%
$73.33 - $89.72 $120K - $147K
4.65K $346M
AXP
American Express CO

Financial Services
28
+ 0.78%
$267.35 - $305.57 $7.49K - $8.56K
3.61K $1.07B
GOOG
Alphabet Inc.

Communication Services
166
+ 5.67%
$163.08 - $198.16 $27.1K - $32.9K
3.09K $589M
SRE
Sempra Energy

Utilities
14
+ 0.06%
$80.81 - $94.77 $1.13K - $1.33K
24K $2.1B
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
14.4K
+ 44.09%
$5.71 - $6.89 $81.9K - $98.9K
46.9K $295M
MA
Mastercard Inc

Financial Services
20
+ 1.07%
$491.3 - $536.15 $9.83K - $10.7K
1.88K $992M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 0.92%
$567.81 - $607.81 $19.9K - $21.3K
3.82K $2.24B
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 5.89%
$873.59 - $994.69 $41.1K - $46.8K
845 $774M
EME
Emcor Group, Inc.

Industrials
54
+ 8.74%
$427.96 - $526.95 $23.1K - $28.5K
672 $305M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
58
+ 9.32%
$521.84 - $558.82 $30.3K - $32.4K
680 $367M
MO
Altria Group, Inc.

Consumer Defensive
281
+ 1.51%
$49.06 - $57.74 $13.8K - $16.2K
18.9K $987M
CVX
Chevron Corp

Energy
312
+ 7.44%
$141.15 - $162.53 $44K - $50.7K
4.51K $653M
SPG
Simon Property Group Inc

Real Estate
80
+ 2.78%
$167.23 - $183.84 $13.4K - $14.7K
2.96K $510M
GLD
Spdr Gold Trust

ETFs
91
+ 7.57%
$236.59 - $257.5 $21.5K - $23.4K
1.29K $313M
SHW
Sherwin Williams CO

Basic Materials
127
+ 22.68%
$338.75 - $399.71 $43K - $50.8K
687 $234M
TGT
Target Corp

Consumer Defensive
363
+ 21.72%
$121.59 - $160.69 $44.1K - $58.3K
2.03K $275M
XLF
Financial Sector Spdr

ETFs
1
+ 0.02%
$44.89 - $51.34 $44.9 - $51.3
4.69K $227M
LYG
Lloyds Banking Group PLC

Financial Services
6.52K
+ 31.96%
$2.67 - $3.23 $17.4K - $21K
26.9K $73.2M
XEL
Xcel Energy Inc

Utilities
8
+ 0.21%
$62.16 - $72.92 $497 - $583
3.84K $259M
SLV
I Shares Silver Trust

ETFs
1K
+ 11.55%
$26.33 - $31.74 $26.3K - $31.7K
9.66K $254M
VV
Vanguard Large Cap ETF

ETFs
5
+ 0.62%
$260.27 - $280.65 $1.3K - $1.4K
807 $218M
IBM
International Business Machines Corp

Technology
37
+ 1.96%
$204.9 - $238.04 $7.58K - $8.81K
1.92K $423M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 2.09%
$442.29 - $483.08 $14.2K - $15.5K
1.56K $708M
PM
Philip Morris International Inc.

Consumer Defensive
50
+ 2.04%
$118.38 - $133.06 $5.92K - $6.65K
2.5K $301M
PG
Procter & Gamble CO

Consumer Defensive
48
+ 2.01%
$161.05 - $179.7 $7.73K - $8.63K
2.44K $409M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5K
+ 200.0%
$26.93 - $84.95 $135K - $425K
7.5K $205M
DUK
Duke Energy Corp

Utilities
110
+ 4.55%
$105.76 - $120.76 $11.6K - $13.3K
2.53K $273M
CMCSA
Comcast Corp

Communication Services
261
+ 5.02%
$37.39 - $45.14 $9.76K - $11.8K
5.46K $205M
XLE
Energy Sector Spdr

ETFs
137
+ 1.16%
$83.32 - $97.27 $11.4K - $13.3K
11.9K $1.02B
VEU
Vanguard Ftse All World Ex Us

ETFs
65
+ 1.68%
$57.29 - $63.1 $3.72K - $4.1K
3.94K $226M
Activity Summary
Buys All Purchases 72 New Holdings 7 Increased Positions 65 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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