Lazari Capital Management, Inc. Reduced Holdings in Q1 2025

Lazari Capital Management, Inc.

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-815
- 0.46%
$209.68 - $247.1 $171K - $201K
175K $38.8B
META
Meta Platforms, Inc.

Communication Services
-788
- 2.24%
$576.36 - $736.67 $454K - $580K
34.4K $19.8B
BAC
Bank Of America Corp

Financial Services
-3.6K
- 3.65%
$39.61 - $47.74 $143K - $172K
95K $3.97B
LLY
Eli Lilly & CO

Healthcare
-472
- 40.76%
$725.72 - $929.72 $343K - $439K
686 $567M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-87
- 0.63%
$65.15 - $91.81 $5.67K - $7.99K
13.7K $897M
HD
Home Depot, Inc.

Consumer Cyclical
-477
- 21.86%
$347.25 - $424.87 $166K - $203K
1.71K $625M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-590
- 13.73%
$147.38 - $176.39 $87K - $104K
3.71K $562M
IVV
Ishares Core S&P 500 ETF

ETFs
-64
- 1.73%
$554.06 - $615.85 $35.5K - $39.4K
3.64K $2.04B
ORCL
Oracle Corp

Technology
-10
- 0.27%
$139.81 - $186.47 $1.4K - $1.86K
3.68K $515M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-153
- 1.05%
$14.67 - $22.01 $2.24K - $3.37K
14.4K $221M
SCHW
Schwab Charles Corp

Financial Services
-1.47K
- 17.63%
$71.24 - $83.64 $104K - $123K
6.85K $536M
BXP
Boston Properties Inc

Real Estate
-583
- 12.53%
$63.97 - $74.91 $37.3K - $43.7K
4.07K $274M
TGT
Target Corp

Consumer Defensive
-58
- 2.85%
$103.65 - $142.5 $6.01K - $8.27K
1.98K $206M
RTX
Raytheon Technologies Corp

Industrials
-1.27K
- 20.62%
$114.1 - $135.66 $145K - $172K
4.88K $647M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-21
- 1.12%
$165.25 - $224.62 $3.47K - $4.72K
1.86K $309M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.64K
- 10.13%
$44.41 - $45.98 $73K - $75.6K
14.6K $666M
EME
Emcor Group, Inc.

Industrials
-7
- 1.04%
$361.16 - $535.99 $2.53K - $3.75K
665 $246M
SPG
Simon Property Group Inc

Real Estate
-198
- 6.68%
$159.48 - $187.78 $31.6K - $37.2K
2.76K $459M
FICO
Fair Isaac Corp

Technology
-15
- 12.1%
$1695.35 - $2030.47 $25.4K - $30.5K
109 $201M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.1K
- 11.81%
$30.73 - $32.26 $33.8K - $35.5K
8.22K $253M
ASML
Asml Holding Nv

Technology
-31
- 5.64%
$662.63 - $776.99 $20.5K - $24.1K
519 $344M
WFC
Wells Fargo & Company

Financial Services
-918
- 4.79%
$66.78 - $81.42 $61.3K - $74.7K
18.2K $1.31B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.32K
- 18.54%
$37.06 - $41.11 $48.8K - $54.1K
5.78K $231M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.08%
$524.81 - $672.19 $525 - $672
1.25K $683M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-120
- 4.33%
$81.62 - $96.63 $9.79K - $11.6K
2.65K $221M
BMY
Bristol Myers Squibb CO

Healthcare
-1.97K
- 9.63%
$53.9 - $63.11 $106K - $124K
18.4K $1.13B
RYT
Invesco S&P 500 Equal Weight T

ETFs
-53
- 0.78%
N/A
6.76K $231M
C
Citigroup Inc

Financial Services
-425
- 3.46%
$67.23 - $84.63 $28.6K - $36K
11.9K $841M
JPM
Jpmorgan Chase & CO

Financial Services
-281
- 3.05%
$225.19 - $279.95 $63.3K - $78.7K
8.92K $2.19B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-817
- 3.48%
$100.59 - $103.47 $82.2K - $84.5K
22.6K $2.34B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-253
- 4.52%
$105.1 - $109.61 $26.6K - $27.7K
5.34K $580M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-840
- 9.18%
$25.44 - $27.95 $21.4K - $23.5K
8.31K $225M
PEP
Pepsico Inc

Consumer Defensive
-58
- 3.3%
$142.64 - $156.42 $8.27K - $9.07K
1.7K $254M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.58K
- 11.83%
$26.09 - $30.21 $41.2K - $47.7K
11.8K $342M
OXY
Occidental Petroleum Corp

Energy
-220
- 1.95%
$45.45 - $52.7 $10K - $11.6K
11K $545M
IEMG
Ishares Inc

ETFs
-254
- 5.26%
N/A
4.58K $247M
GNL
Global Net Lease, Inc.

Real Estate
-2.66K
- 11.97%
$6.91 - $8.26 $18.4K - $22K
19.6K $157M
XEL
Xcel Energy Inc

Utilities
-243
- 6.32%
$63.37 - $72.1 $15.4K - $17.5K
3.6K $255M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-268
- 1.83%
$51.52 - $52.37 $13.8K - $14K
14.4K $753M
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
-147
- 1.34%
$0.45 - $0.72 $66.2 - $106
10.8K $4.89M
PLTR
Palantir Technologies Inc.

Technology
-313
- 9.17%
$64.98 - $124.62 $20.3K - $39K
3.1K $262M
UNP
Union Pacific Corp

Industrials
-12
- 1.27%
$225.21 - $254.42 $2.7K - $3.05K
935 $221M
SO
Southern CO

Utilities
-244
- 7.64%
$80.96 - $92.96 $19.8K - $22.7K
2.95K $271M
VEU
Vanguard Ftse All World Ex Us

ETFs
-16
- 0.41%
$56.51 - $62.98 $904 - $1.01K
3.92K $238M
MA
Mastercard Inc

Financial Services
-47
- 2.49%
$504.67 - $576.31 $23.7K - $27.1K
1.84K $1.01B
KMB
Kimberly Clark Corp

Consumer Defensive
-36
- 1.82%
$124.46 - $147.4 $4.48K - $5.31K
1.95K $277M
LYG
Lloyds Banking Group PLC

Financial Services
-2.92K
- 10.84%
$2.58 - $3.9 $7.52K - $11.4K
24K $91.6M
IBM
International Business Machines Corp

Technology
-139
- 7.23%
$217.4 - $264.74 $30.2K - $36.8K
1.78K $444M
SLV
I Shares Silver Trust

ETFs
-708
- 7.33%
$26.93 - $31.32 $19.1K - $22.2K
8.95K $277M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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