Lazari Capital Management

Latest statistics and disclosures from Lazari Capital Management's latest quarterly 13F-HR filing:

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Positions held by Lazari Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lazari Capital Management

Lazari Capital Management holds 127 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 13.9 $26M -5% 149k 171.48
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Meta Platforms Cl A (META) 10.4 $19M -10% 40k 485.58
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Uber Technologies (UBER) 8.3 $15M -18% 200k 76.99
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Amazon (AMZN) 7.1 $13M -2% 73k 180.38
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Walt Disney Company (DIS) 4.4 $8.1M -2% 66k 122.36
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NVIDIA Corporation (NVDA) 3.5 $6.5M -9% 7.2k 903.51
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Alphabet Cap Stk Cl A (GOOGL) 3.3 $6.0M +8% 40k 150.93
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Microsoft Corporation (MSFT) 3.3 $6.0M 14k 420.72
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BP Sponsored Adr (BP) 2.6 $4.8M 127k 37.68
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Bank of America Corporation (BAC) 2.1 $3.9M -17% 103k 37.92
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Abbvie (ABBV) 1.8 $3.3M 18k 182.10
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Advanced Micro Devices (AMD) 1.6 $2.9M -6% 16k 180.49
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Boeing Company (BA) 1.6 $2.9M +6% 15k 192.99
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Verizon Communications (VZ) 1.5 $2.8M 68k 41.96
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Netflix (NFLX) 1.3 $2.3M -3% 3.8k 607.33
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Paypal Holdings (PYPL) 1.0 $1.9M +13% 28k 66.99
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Tesla Motors (TSLA) 1.0 $1.9M 11k 175.79
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Exxon Mobil Corporation (XOM) 1.0 $1.8M -7% 16k 116.24
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Sempra Energy (SRE) 0.9 $1.7M 24k 71.83
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salesforce (CRM) 0.9 $1.6M -5% 5.4k 301.18
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ConocoPhillips (COP) 0.9 $1.6M -2% 13k 127.28
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Gilead Sciences (GILD) 0.8 $1.5M 21k 73.25
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JPMorgan Chase & Co. (JPM) 0.8 $1.5M -7% 7.4k 200.29
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Altria (MO) 0.8 $1.5M -4% 34k 43.62
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Starbucks Corporation (SBUX) 0.8 $1.4M 16k 91.39
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.4M -4% 2.6k 523.15
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Broadcom (AVGO) 0.7 $1.4M -5% 1.0k 1325.41
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Bristol Myers Squibb (BMY) 0.7 $1.3M -4% 25k 54.23
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Wells Fargo & Company (WFC) 0.7 $1.2M -8% 21k 57.96
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Visa Com Cl A (V) 0.6 $1.2M -3% 4.2k 279.10
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Devon Energy Corporation (DVN) 0.6 $1.1M +183% 22k 50.18
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At&t (T) 0.6 $1.1M -3% 62k 17.60
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Wynn Resorts (WYNN) 0.6 $1.0M -7% 10k 102.23
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Select Sector Spdr Tr Energy (XLE) 0.5 $979k 10k 94.41
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Johnson & Johnson (JNJ) 0.5 $886k 5.6k 158.19
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Mastercard Incorporated Cl A (MA) 0.5 $837k -4% 1.7k 481.57
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GSK Sponsored Adr (GSK) 0.5 $835k -3% 20k 42.87
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Ford Motor Company (F) 0.4 $811k 61k 13.28
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American Express Company (AXP) 0.4 $804k -2% 3.5k 227.69
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Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $800k 11k 72.36
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Citigroup Com New (C) 0.4 $783k -5% 12k 63.24
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Occidental Petroleum Corporation (OXY) 0.4 $751k 12k 64.99
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Home Depot (HD) 0.4 $727k 1.9k 383.68
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Vanguard World Mega Grwth Ind (MGK) 0.4 $726k 2.5k 286.61
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $716k 1.4k 525.82
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Charles Schwab Corporation (SCHW) 0.4 $690k 9.5k 72.34
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Amgen (AMGN) 0.4 $659k -2% 2.3k 284.26
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Coinbase Global Com Cl A (COIN) 0.4 $658k -67% 2.5k 265.12
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $630k -2% 1.4k 443.86
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $626k 5.7k 110.52
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Vanguard World Mega Cap Val Etf (MGV) 0.3 $618k 5.2k 119.51
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Xenia Hotels & Resorts (XHR) 0.3 $613k -2% 41k 15.01
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Wal-Mart Stores (WMT) 0.3 $605k +200% 10k 60.17
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Marriott Intl Cl A (MAR) 0.3 $598k 2.4k 252.35
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Raytheon Technologies Corp (RTX) 0.3 $577k 5.9k 97.52
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Goldman Sachs (GS) 0.3 $532k -7% 1.3k 417.69
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Costco Wholesale Corporation (COST) 0.3 $528k -6% 720.00 732.65
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Chevron Corporation (CVX) 0.3 $521k +7% 3.3k 157.72
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $518k 2.0k 259.91
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Pfizer (PFE) 0.3 $510k 18k 27.75
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Intel Corporation (INTC) 0.3 $507k +2% 12k 44.17
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Caterpillar (CAT) 0.3 $500k -2% 1.4k 366.44
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Simon Property (SPG) 0.3 $494k -3% 3.2k 156.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $489k -23% 1.2k 420.52
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Shopify Cl A (SHOP) 0.3 $484k -4% 6.3k 77.17
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McDonald's Corporation (MCD) 0.2 $451k 1.6k 281.95
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Oracle Corporation (ORCL) 0.2 $440k 3.5k 125.61
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Block Cl A (SQ) 0.2 $438k -13% 5.2k 84.58
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Procter & Gamble Company (PG) 0.2 $435k +2% 2.7k 162.25
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CVB Financial (CVBF) 0.2 $435k 24k 17.84
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General Electric 0.2 $425k NEW 2.4k 175.50
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Pioneer Natural Resources 0.2 $421k 1.6k 262.50
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Airbnb Com Cl A (ABNB) 0.2 $401k -3% 2.4k 164.96
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Targa Res Corp (TRGP) 0.2 $386k -6% 3.4k 112.00
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Ishares Tr U.s. Energy Etf (IYE) 0.2 $359k 7.3k 49.40
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Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.2 $349k 29k 12.15
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International Business Machines (IBM) 0.2 $344k -10% 1.8k 190.96
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Merck & Co (MRK) 0.2 $330k +4% 2.5k 131.94
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Geron Corporation (GERN) 0.2 $308k -18% 93k 3.30
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Alps Etf Tr Alerian Mlp (AMLP) 0.2 $298k 6.3k 47.46
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Pepsi (PEP) 0.2 $293k +3% 1.7k 175.01
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Lam Research Corporation (LRCX) 0.2 $282k -3% 290.00 971.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $263k 547.00 481.06
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Vanguard World Health Car Etf (VHT) 0.1 $256k 945.00 270.65
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Kimberly-Clark Corporation (KMB) 0.1 $255k -5% 2.0k 129.35
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Mesoblast Spons Adr (MESO) 0.1 $251k NEW 50k 5.01
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MGM Resorts International. (MGM) 0.1 $250k 5.3k 47.21
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Agnc Invt Corp Com reit (AGNC) 0.1 $249k -5% 25k 9.90
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Inventrust Pptys Corp Com New (IVT) 0.1 $247k -4% 9.6k 25.71
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $244k 977.00 249.86
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Vanguard Index Fds Growth Etf (VUG) 0.1 $242k -3% 704.00 344.21
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Proshares Tr Ultra Fncls New (UYG) 0.1 $240k NEW 3.5k 68.32
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Global Net Lease Com New (GNL) 0.1 $234k 30k 7.77
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Eli Lilly & Co. (LLY) 0.1 $233k NEW 300.00 777.96
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Molson Coors Beverage CL B (TAP) 0.1 $232k 3.5k 67.25
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Applied Materials (AMAT) 0.1 $226k NEW 1.1k 206.23
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Duke Energy Corp Com New (DUK) 0.1 $224k 2.3k 96.72
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $222k -3% 16k 14.11
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Kraft Heinz (KHC) 0.1 $218k 5.9k 36.90
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $218k -5% 6.8k 32.23
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Southern Company (SO) 0.1 $216k 3.0k 71.74
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $215k 1.1k 191.90
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Starwood Property Trust (STWD) 0.1 $215k -19% 11k 20.33
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Spdr Gold Tr Gold Shs (GLD) 0.1 $211k -64% 1.0k 205.66
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $210k NEW 2.6k 80.63
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Freeport-mcmoran CL B (FCX) 0.1 $207k -23% 4.4k 47.02
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MetLife (MET) 0.1 $207k -9% 2.8k 74.11
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Xcel Energy (XEL) 0.1 $205k +3% 3.8k 53.75
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Cisco Systems (CSCO) 0.1 $204k NEW 4.1k 49.91
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $203k NEW 2.7k 74.23
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FedEx Corporation (FDX) 0.1 $202k NEW 698.00 289.74
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Vodafone Group Sponsored Adr (VOD) 0.1 $174k -2% 20k 8.90
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Key (KEY) 0.1 $166k 11k 15.81
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Mitek Sys Com New (MITK) 0.1 $158k -11% 11k 14.10
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Warner Bros Discovery Com Ser A (WBD) 0.1 $115k -9% 13k 8.73
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Putnam Premier Income Tr Sh Ben Int (PPT) 0.1 $99k 28k 3.52
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Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.1 $97k NEW 11k 8.73
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Plug Power Com New (PLUG) 0.0 $73k +4% 21k 3.44
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New York Community Ban (NYCB) 0.0 $54k +17% 17k 3.22
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Pds Biotechnology Ord (PDSB) 0.0 $44k -8% 11k 3.96
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Stem (STEM) 0.0 $30k 14k 2.19
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Luminar Technologies Com Cl A (LAZR) 0.0 $23k NEW 12k 1.97
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Butterfly Network Com Cl A (BFLY) 0.0 $18k -12% 17k 1.08
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Asensus Surgical (ASXC) 0.0 $16k 70k 0.23
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X4 Pharmaceuticals (XFOR) 0.0 $14k 10k 1.39
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Fuelcell Energy (FCEL) 0.0 $13k 11k 1.19
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Desktop Metal Com Cl A 0.0 $8.8k 10k 0.88
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Past Filings by Lazari Capital Management

SEC 13F filings are viewable for Lazari Capital Management going back to 2023