Lazari Capital Management, Inc. Incresed Positions 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
UNH
Unitedhealth Group Inc

Healthcare
2.06K
+ 59.58%
$237.77 - $353.61 $491K - $730K
5.53K $1.91B
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
Mesoblast LTD
200
+ 0.43%
N/A
46.7K $752M
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
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
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
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.42%
$239.12 - $259.95 $1.67K - $1.82K
1.69K $438M
GNL
Global Net Lease, Inc.

Real Estate
677
+ 2.8%
$6.85 - $8.33 $4.64K - $5.64K
24.9K $202M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19
+ 0.49%
$68.24 - $73.73 $1.3K - $1.4K
3.86K $284M
DUK
Duke Energy Corp

Utilities
20
+ 0.79%
$116.31 - $125.93 $2.33K - $2.52K
2.55K $316M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.48%
$133.81 - $152.16 $1.07K - $1.22K
1.69K $238M
AMGN
Amgen Inc

Healthcare
27
+ 1.21%
$271.18 - $309.22 $7.32K - $8.35K
2.26K $637M
SO
Southern CO

Utilities
6
+ 0.2%
$90.83 - $96.0 $545 - $576
2.97K $281M
SHW
Sherwin Williams CO

Basic Materials
16
+ 2.34%
$330.88 - $375.23 $5.29K - $6K
699 $242M
BFLY
Butterfly Network, Inc.

Healthcare
3.06K
+ 10.67%
$1.33 - $2.17 $4.07K - $6.64K
31.7K $61.2M
GERN
Geron Corp

Healthcare
1K
+ 0.98%
$1.1 - $1.47 $1.1K - $1.47K
103K $141M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.29%
$150.47 - $161.22 $1.05K - $1.13K
2.41K $371M
MAR
Marriott International Inc

Consumer Cyclical
37
+ 1.6%
$255.35 - $282.87 $9.45K - $10.5K
2.36K $614M
HON
Honeywell International Inc

Industrials
17
+ 1.45%
$207.7 - $240.4 $3.53K - $4.09K
1.19K $250M
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.42%
$157.77 - $183.27 $1.74K - $2.02K
2.61K $423M
NFLX
Netflix Inc

Communication Services
17
+ 0.45%
$1147.87 - $1297.18 $19.5K - $22.1K
3.77K $4.52B
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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