Lazari Capital Management, Inc. Purchases in Q3 2025

Lazari Capital Management, Inc.

  • $296 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
11.1K
+ 100.44%
$293.94 - $444.72 $3.26M - $4.93M
22.1K $9.83B
Boeing CO
29.8K
New
N/A
29.8K $2.07B
Direxion Shs ETF Tr
43.7K
New
N/A
43.7K $1.66B
UNH
Unitedhealth Group Inc

Healthcare
2.06K
+ 59.58%
$237.77 - $353.61 $491K - $730K
5.53K $1.91B
BE
Bloom Energy Corp

Industrials
7.61K
New
$22.13 - $86.27 $168K - $657K
7.61K $644M
SRE
Sempra Energy

Utilities
70
+ 0.29%
$74.14 - $89.98 $5.19K - $6.3K
24.3K $2.19B
LLY
Eli Lilly & CO

Healthcare
440
+ 64.52%
$625.65 - $812.69 $275K - $358K
1.12K $856M
BA
Boeing CO

Industrials
392
+ 1.25%
$209.79 - $237.38 $82.2K - $93.1K
31.7K $6.84B
ORCL
Oracle Corp

Technology
93
+ 2.52%
$218.96 - $328.33 $20.4K - $30.5K
3.78K $1.06B
FISV
Fiserv Inc

Technology
1.92K
New
N/A
1.92K $247M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.23%
$282.78 - $316.06 $5.66K - $6.32K
8.66K $2.73B
JNJ
Johnson & Johnson

Healthcare
117
+ 1.91%
$155.17 - $185.42 $18.2K - $21.7K
6.26K $1.16B
SHOP
Shopify Inc.

Technology
40
+ 0.62%
$112.11 - $157.12 $4.48K - $6.28K
6.53K $970M
INTC
Intel Corp

Technology
6.48K
New
$19.31 - $35.5 $125K - $230K
6.48K $217M
AOA
Ishares Tr Core Aggressive All

ETFs
2.42K
New
$82.71 - $88.14 $200K - $213K
2.42K $213M
ALCC
Alt C Acquisition Corp.

Financial Services
1.9K
New
N/A
1.9K $212M
FAST
Fastenal CO

Industrials
4.22K
New
$42.47 - $50.39 $179K - $213K
4.22K $207M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.54K
New
$26.38 - $27.95 $199K - $211K
7.54K $206M
WEC
Wec Energy Group, Inc.

Utilities
1.79K
New
$103.66 - $114.59 $186K - $205K
1.79K $205M
IWF
Ishares Russell 1000 Gr ETF

ETFs
437
New
$420.11 - $472.68 $184K - $207K
437 $204M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.28K
New
$82.96 - $95.7 $189K - $218K
2.28K $204M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.22K
New
$91.44 - $91.77 $203K - $203K
2.22K $203M
GILD
Gilead Sciences, Inc.

Healthcare
1.82K
New
$108.22 - $120.47 $197K - $220K
1.82K $202M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.08K
New
$62.09 - $66.51 $191K - $205K
3.08K $201M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.02%
$362.31 - $405.74 $362 - $406
4.81K $1.93B
GLD
Spdr Gold Trust

ETFs
18
+ 0.67%
$300.96 - $355.47 $5.42K - $6.4K
2.69K $957M
MO
Altria Group, Inc.

Consumer Defensive
37
+ 0.2%
$57.75 - $67.68 $2.14K - $2.5K
18.4K $1.22B
VALE
Vale S.A.

Basic Materials
10.1K
New
$9.53 - $10.95 $96K - $110K
10.1K $109M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.25%
$696.56 - $806.32 $2.09K - $2.42K
1.2K $957M
WFC
Wells Fargo & Company

Financial Services
376
+ 2.01%
$77.05 - $85.16 $29K - $32K
19.1K $1.6B
CVX
Chevron Corp

Energy
73
+ 1.09%
$145.57 - $161.83 $10.6K - $11.8K
6.76K $1.05B
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 2.14%
$357.4 - $423.42 $14.7K - $17.4K
1.96K $792M
WMT
Walmart Inc.

Consumer Defensive
189
+ 1.46%
$94.4 - $104.27 $17.8K - $19.7K
13.1K $1.35B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.11%
$132.9 - $142.03 $1.59K - $1.7K
10.9K $1.54B
ASML
Asml Holding Nv

Technology
3
+ 0.62%
$689.63 - $968.09 $2.07K - $2.9K
487 $471M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
111
+ 7.41%
$459.11 - $506.91 $51K - $56.3K
1.61K $809M
SPG
Simon Property Group Inc

Real Estate
1
+ 0.04%
$159.93 - $187.67 $160 - $188
2.75K $515M
Ge Vernova Inc
22
+ 4.2%
N/A
546 $336M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.15%
$108.46 - $120.63 $976 - $1.09K
5.82K $692M
XEL
Xcel Energy Inc

Utilities
8
+ 0.22%
$67.56 - $80.65 $540 - $645
3.61K $291M
VOD
Vodafone Group Public LTD CO

Communication Services
1.32K
+ 4.11%
$10.67 - $12.06 $14.1K - $15.9K
33.4K $388M
BX
Blackstone Inc.

Financial Services
68
+ 4.5%
$152.77 - $188.68 $10.4K - $12.8K
1.58K $270M
MRK
Merck & Co., Inc.

Healthcare
41
+ 0.82%
$77.6 - $87.37 $3.18K - $3.58K
5.02K $421M
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.05%
$91.03 - $98.69 $273 - $296
6.31K $603M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.44%
$291.67 - $316.99 $2.33K - $2.54K
1.83K $556M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.3%
$285.05 - $309.14 $855 - $927
1K $308M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.02%
$66.38 - $71.68 $66.4 - $71.7
5.46K $390M
Ishares Bitcoin Trust ETF
30
+ 0.57%
N/A
5.28K $343M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.42%
$195.41 - $212.37 $1.17K - $1.27K
1.44K $300M
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
Track This Portfolio

Track Lazari Capital Management, Inc. Portfolio

Follow Lazari Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lazari Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lazari Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email