Lazari Capital Management, Inc. Reduced Holdings in Q3 2025

Lazari Capital Management, Inc.

  • $296 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WYNN
Wynn Resorts LTD

Consumer Cyclical
-16.8K
- 61.02%
$101.96 - $132.43 $1.72M - $2.23M
10.8K $1.38B
DIS
Walt Disney CO

Communication Services
-812
- 1.29%
$112.25 - $124.0 $91.1K - $101K
62.3K $7.13B
META
Meta Platforms, Inc.

Communication Services
-211
- 0.63%
$695.21 - $791.73 $147K - $167K
33.1K $24.3B
CRM
Salesforce, Inc.

Technology
-45
- 0.82%
$231.66 - $273.65 $10.4K - $12.3K
5.42K $1.28B
VTI
Vanguard Total Stock Market Et

ETFs
-1.34K
- 10.93%
$303.93 - $329.86 $408K - $443K
10.9K $3.59B
IEFA
Ishares Tr

ETFs
-2.14K
- 16.6%
$81.7 - $87.53 $175K - $187K
10.7K $938M
IVV
Ishares Core S&P 500 ETF

ETFs
-436
- 13.12%
$620.67 - $670.08 $271K - $292K
2.89K $1.93B
AMZN
Amazon Com Inc

Consumer Cyclical
-630
- 0.81%
$211.65 - $238.24 $133K - $150K
77K $16.9B
SBUX
Starbucks Corp

Consumer Cyclical
-21
- 0.13%
$81.9 - $96.86 $1.72K - $2.03K
16.7K $1.41B
IBM
International Business Machines Corp

Technology
-347
- 21.24%
$234.77 - $292.47 $81.5K - $101K
1.29K $363M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6
- 0.04%
$65.64 - $78.22 $394 - $469
14K $935M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.33K
- 17.66%
$45.26 - $46.63 $105K - $108K
10.8K $502M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.07K
- 4.81%
$102.4 - $103.88 $110K - $112K
21.3K $2.2B
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.07%
$915.95 - $994.57 $916 - $995
1.52K $1.41B
Gsk PLC
-4.12K
- 22.86%
N/A
13.9K $600M
BMY
Bristol Myers Squibb CO

Healthcare
-1.48K
- 8.1%
$43.31 - $48.98 $64.1K - $72.5K
16.8K $758M
PFE
Pfizer Inc

Healthcare
-6.96K
- 9.37%
$23.29 - $25.88 $162K - $180K
67.3K $1.72B
V
Visa Inc.

Financial Services
-4
- 0.07%
$332.09 - $358.86 $1.33K - $1.44K
5.79K $1.97B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.72K
- 17.53%
$29.2 - $32.74 $108K - $122K
17.5K $557M
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.37K
- 20.81%
$32.78 - $35.79 $77.7K - $84.8K
9.02K $322M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-759
- 8.83%
$72.57 - $74.72 $55.1K - $56.7K
7.84K $583M
T
At&T Inc.

Communication Services
-325
- 0.57%
$26.94 - $29.62 $8.76K - $9.63K
56.9K $1.61B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-444
- 2.29%
$97.75 - $100.75 $43.4K - $44.7K
19K $1.9B
IEMG
Ishares Inc

ETFs
-745
- 16.78%
N/A
3.7K $244M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-471
- 3.35%
$52.39 - $53.11 $24.7K - $25K
13.6K $720M
KMB
Kimberly Clark Corp

Consumer Defensive
-52
- 2.68%
$121.72 - $136.77 $6.33K - $7.11K
1.89K $235M
EQNR
Equinor Asa

Energy
-215
- 2.52%
$23.7 - $27.1 $5.1K - $5.83K
8.33K $203M
F
Ford Motor CO

Consumer Cyclical
-6.41K
- 10.9%
$10.82 - $12.09 $69.4K - $77.5K
52.4K $627M
IYH
Ishares Tr

ETFs
-199
- 4.04%
$54.36 - $58.96 $10.8K - $11.7K
4.73K $278M
SQ
Block, Inc.

Technology
-257
- 5.63%
N/A
4.31K $311M
LYG
Lloyds Banking Group PLC

Financial Services
-428
- 2.32%
$4.03 - $4.63 $1.72K - $1.98K
18K $81.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-52
- 0.87%
$107.66 - $112.36 $5.6K - $5.84K
5.94K $662M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-53
- 6.21%
$567.77 - $614.76 $30.1K - $32.6K
800 $490M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-95
- 1.82%
$44.58 - $48.01 $4.24K - $4.56K
5.14K $246M
Graniteshares ETF Tr
-175
- 2.51%
N/A
6.8K $240M
MA
Mastercard Inc

Financial Services
-5
- 0.28%
$550.18 - $598.96 $2.75K - $2.99K
1.79K $1.02B
VZ
Verizon Communications Inc

Communication Services
-766
- 1.14%
$40.84 - $45.06 $31.3K - $34.5K
66.3K $2.92B
MCK
Mckesson Corp

Healthcare
-3
- 0.62%
$659.01 - $772.54 $1.98K - $2.32K
478 $370M
BXP
Boston Properties Inc

Real Estate
-288
- 5.16%
$62.11 - $78.93 $17.9K - $22.7K
5.29K $393M
VUG
Vanguard Growth ETF

ETFs
-10
- 1.62%
$433.97 - $484.08 $4.34K - $4.84K
609 $292M
AMAT
Applied Materials Inc

Technology
-7
- 0.59%
$156.25 - $204.95 $1.09K - $1.43K
1.18K $242M
SLV
I Shares Silver Trust

ETFs
-1.29K
- 14.69%
$32.73 - $42.5 $42.2K - $54.8K
7.49K $317M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-290
- 0.99%
$12.48 - $14.83 $3.62K - $4.3K
29.1K $399M
SPY
Spdr S&P 500 ETF Trust

ETFs
-255
- 6.17%
$617.65 - $666.84 $158K - $170K
3.88K $2.58B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-87
- 0.75%
$15.38 - $20.2 $1.34K - $1.76K
11.5K $231M
EME
Emcor Group, Inc.

Industrials
-46
- 7.46%
$530.88 - $655.83 $24.4K - $30.2K
571 $371M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-138
- 3.84%
$170.68 - $192.95 $23.6K - $26.6K
3.45K $662M
XLE
Energy Sector Spdr

ETFs
-99
- 0.85%
$84.25 - $91.99 $8.34K - $9.11K
11.6K $1.03B
OXY
Occidental Petroleum Corp

Energy
-200
- 1.85%
$42.54 - $48.1 $8.51K - $9.62K
10.6K $502M
Activity Summary
Buys All Purchases 66 New Holdings 17 Increased Positions 49 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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