The Analysis of LAZARI CAPITAL MANAGEMENT, INC.'s Holdings
Currently, LAZARI CAPITAL MANAGEMENT, INC. holds 165 types of securities in its portfolio with a total value $297.0M. In the most recent quarter, they have increased their positions in NFLX (+33.0K shares, valued at $3.1M), VZ (+32.1K shares, valued at $1.3M), ARCC (+24.6K shares, valued at $498.7K); decreased their positions in NVDA (-7.9K shares, valued at $1.5M), AAPL (-4.1K shares, valued at $1.1M), N/A (-24.4K shares, valued at $866.9K); initiated new positions in ARCC (+24.6K shares, valued at $498.7K), DEO (+4.1K shares, valued at $355.2K), XLK (+2.3K shares, valued at $330.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC155.3K shares-2.56%2025-12-312026-01-20
META META PLATFORMS INC33.1K shares0.00%2025-12-312026-01-20 NVDA NVIDIA CORPORATION93.9K shares-7.78%2025-12-312026-01-20 AMZN AMAZON COM INC74.2K shares-3.68%2025-12-312026-01-20 ALPHABET INC ALPHABET INC53.4K shares-2.23%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC178.0K shares-0.02%2025-12-312026-01-20 TSLA TESLA INC22.0K shares-0.36%2025-12-312026-01-20 MSFT MICROSOFT CORP16.4K shares-0.44%2025-12-312026-01-20 BA BOEING CO32.4K shares2.13%2025-12-312026-01-20 BP BP PLC198.7K shares-0.11%2025-12-312026-01-20 DIS DISNEY WALT CO59.0K shares-5.24%2025-12-312026-01-20 BAC BANK AMERICA CORP91.3K shares-1.40%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC21.5K shares-9.28%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC98.5K shares48.44%2025-12-312026-01-20 ABBV ABBVIE INC16.2K shares0.01%2025-12-312026-01-20 BROADCOM INC BROADCOM INC10.6K shares-2.75%2025-12-312026-01-20 NFLX NETFLIX INC36.8K shares875.28%2025-12-312026-01-20 VTI VANGUARD INDEX FDS10.0K shares-8.29%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.8.6K shares-0.21%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR3.9K shares-0.59%2025-12-312026-01-20 XOM EXXON MOBIL CORP20.2K shares-4.87%2025-12-312026-01-20 STIP ISHARES TR21.1K shares-0.94%2025-12-312026-01-20 SRE SEMPRA24.3K shares0.01%2025-12-312026-01-20 BA-PA BOEING CO30.8K shares3.19%2025-12-312026-01-20 IVV ISHARES TR3.0K shares3.19%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC6.1K shares11.16%2025-12-312026-01-20 V VISA INC5.8K shares-0.50%2025-12-312026-01-20 MGK VANGUARD WORLD FD4.8K shares-0.10%2025-12-312026-01-20 AGG ISHARES TR19.0K shares0.34%2025-12-312026-01-20 WFC WELLS FARGO CO NEW19.1K shares0.06%2025-12-312026-01-20 PFE PFIZER INC68.3K shares1.38%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW1.9K shares21.94%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO4.0K shares0.30%2025-12-312026-01-20 WMT WALMART INC13.0K shares-0.81%2025-12-312026-01-20 VYM VANGUARD WHITEHALL FDS10.0K shares-8.54%2025-12-312026-01-20 SBUX STARBUCKS CORP17.0K shares1.67%2025-12-312026-01-20 T AT&T INC55.6K shares-2.31%2025-12-312026-01-20 CRM SALESFORCE INC5.2K shares-4.56%2025-12-312026-01-20 CITIGROUP INC CITIGROUP INC11.1K shares-0.98%2025-12-312026-01-20 WYNN WYNN RESORTS LTD10.6K shares-1.78%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON6.1K shares-1.93%2025-12-312026-01-20 BABA ALIBABA GROUP HLDG LTD8.3K shares-2.33%2025-12-312026-01-20 LLY ELI LILLY & CO1.1K shares0.00%2025-12-312026-01-20 COP CONOCOPHILLIPS12.7K shares-1.87%2025-12-312026-01-20 ALPHABET INC ALPHABET INC3.5K shares0.00%2025-12-312026-01-20 ORCL ORACLE CORP5.6K shares47.41%2025-12-312026-01-20 MO ALTRIA GROUP INC18.5K shares0.23%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC1.2K shares0.33%2025-12-312026-01-20 GLD SPDR GOLD TR2.6K shares-1.86%2025-12-312026-01-20 CVX CHEVRON CORP NEW6.9K shares1.30%2025-12-312026-01-20 MA MASTERCARD INCORPORATED1.8K shares-1.06%2025-12-312026-01-20 XLE SELECT SECTOR SPDR TR22.5K shares94.63%2025-12-312026-01-20 DVN DEVON ENERGY CORP NEW27.3K shares-4.76%2025-12-312026-01-20 BMY BRISTOL-MYERS SQUIBB CO16.5K shares-1.95%2025-12-312026-01-20 SHOP SHOPIFY INC5.5K shares-16.50%2025-12-312026-01-20 MS MORGAN STANLEY4.9K shares-1.43%2025-12-312026-01-20 IEFA ISHARES TR9.7K shares-9.95%2025-12-312026-01-20 RTX RTX CORPORATION4.6K shares0.02%2025-12-312026-01-20 MESOBLAST LTD MESOBLAST LTD46.1K shares-1.18%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE2.6K shares-1.30%2025-12-312026-01-20 PYPL PAYPAL HLDGS INC13.2K shares-5.62%2025-12-312026-01-20 CAT CATERPILLAR INC1.3K shares-0.60%2025-12-312026-01-20 VMC VULCAN MATLS CO2.7K shares0.00%2025-12-312026-01-20 AMGN AMGEN INC2.2K shares-0.58%2025-12-312026-01-20 MAR MARRIOTT INTL INC NEW2.3K shares-1.23%2025-12-312026-01-20 IGSB ISHARES TR13.6K shares0.00%2025-12-312026-01-20 IJR ISHARES TR5.9K shares1.37%2025-12-312026-01-20 F FORD MTR CO51.2K shares-2.28%2025-12-312026-01-20 HD HOME DEPOT INC1.9K shares-0.92%2025-12-312026-01-20 LQD ISHARES TR6.0K shares0.29%2025-12-312026-01-20 TRGP TARGA RES CORP3.5K shares0.43%2025-12-312026-01-20 GSK PLC GSK PLC13.0K shares-6.47%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP6.3K shares0.33%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC3.5K shares2.20%2025-12-312026-01-20 VFMO VANGUARD WELLINGTON FD3.1K shares-10.72%2025-12-312026-01-20 MCD MCDONALDS CORP1.8K shares0.60%2025-12-312026-01-20 TSM TAIWAN SEMICONDUCTOR MFG LTD1.8K shares0.00%2025-12-312026-01-20 BE BLOOM ENERGY CORP6.4K shares-16.02%2025-12-312026-01-20 IBIT ISHARES BITCOIN TRUST ETF10.9K shares106.89%2025-12-312026-01-20 BND VANGUARD BD INDEX FDS7.2K shares-8.38%2025-12-312026-01-20 ASML ASML HOLDING N V493 shares1.23%2025-12-312026-01-20 DFSV DIMENSIONAL ETF TRUST15.7K shares-10.06%2025-12-312026-01-20 ARCC ARES CAPITAL CORP24.6K sharesnew addition2025-12-312026-01-20 VHT VANGUARD WORLD FD1.7K shares0.53%2025-12-312026-01-20 SPG SIMON PPTY GROUP INC NEW2.6K shares-3.97%2025-12-312026-01-20 SLV ISHARES SILVER TR7.5K shares0.00%2025-12-312026-01-20 CVBF CVB FINL CORP24.4K shares0.00%2025-12-312026-01-20 FBND FIDELITY MERRIMACK STR TR9.8K shares-9.69%2025-12-312026-01-20 OXY OCCIDENTAL PETE CORP10.6K shares-0.48%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC2.6K shares-0.73%2025-12-312026-01-20 VEU VANGUARD INTL EQUITY INDEX F5.5K shares0.05%2025-12-312026-01-20 XHR XENIA HOTELS & RESORTS INC28.3K shares-2.72%2025-12-312026-01-20 MCK MCKESSON CORP485 shares1.46%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.54%2025-12-312026-01-20 FI FISERV INC5.7K shares195.56%2025-12-312026-01-20 BIL SPDR SERIES TRUST4.1K shares85.52%2025-12-312026-01-20 GEV GE VERNOVA INC568 shares4.03%2025-12-312026-01-20 NKX NUVEEN CALIFORNIA AMT QLT MU28.8K shares0.00%2025-12-312026-01-20 DEO DIAGEO PLC4.1K sharesnew addition2025-12-312026-01-20 TEVA TEVA PHARMACEUTICAL INDS LTD11.1K shares-3.49%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO2.4K shares-1.78%2025-12-312026-01-20 EME EMCOR GROUP INC540 shares-5.43%2025-12-312026-01-20 IYE ISHARES TR7.0K shares0.00%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR2.3K sharesnew addition2025-12-312026-01-20 UYG PROSHARES TR3.5K shares0.00%2025-12-312026-01-20 BXP BXP INC4.7K shares-10.80%2025-12-312026-01-20 VV VANGUARD INDEX FDS1.0K shares0.50%2025-12-312026-01-20 IYH ISHARES TR4.8K shares1.48%2025-12-312026-01-20 VBR VANGUARD INDEX FDS1.4K shares0.97%2025-12-312026-01-20 MGV VANGUARD WORLD FD2.2K shares0.00%2025-12-312026-01-20 BBVA BANCO BILBAO VIZCAYA ARGENTA13.1K shares-1.39%2025-12-312026-01-20 AMAT APPLIED MATLS INC1.2K shares-0.68%2025-12-312026-01-20 DISV DIMENSIONAL ETF TRUST7.8K shares-13.11%2025-12-312026-01-20 VXUS VANGUARD STAR FDS3.9K shares1.81%2025-12-312026-01-20 ALPS ETF TR ALPS ETF TR6.3K shares0.00%2025-12-312026-01-20 VUG VANGUARD INDEX FDS558 shares-8.37%2025-12-312026-01-20 AGNC AGNC INVT CORP25.1K shares0.00%2025-12-312026-01-20 XEL XCEL ENERGY INC3.6K shares0.17%2025-12-312026-01-20 IEF ISHARES TR2.7K shares0.33%2025-12-312026-01-20 SO SOUTHERN CO2.9K shares-1.01%2025-12-312026-01-20 RSPT INVESCO EXCHANGE TRADED FD T5.5K shares0.00%2025-12-312026-01-20 IJK ISHARES TR2.6K shares0.00%2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR4.5K shares0.02%2025-12-312026-01-20 PEP PEPSICO INC1.7K shares0.30%2025-12-312026-01-20 XYZ BLOCK INC3.7K shares-13.34%2025-12-312026-01-20 INTC INTEL CORP6.5K shares1.02%2025-12-312026-01-20 GILD GILEAD SCIENCES INC1.9K shares5.37%2025-12-312026-01-20 SHW SHERWIN WILLIAMS CO715 shares2.29%2025-12-312026-01-20 MU MICRON TECHNOLOGY INC800 sharesnew addition2025-12-312026-01-20 PFF ISHARES TR7.2K shares-12.78%2025-12-312026-01-20 IEMG ISHARES INC3.3K shares-10.77%2025-12-312026-01-20 IJH ISHARES TR3.3K shares7.20%2025-12-312026-01-20 UNP UNION PAC CORP930 shares0.65%2025-12-312026-01-20 GNL GLOBAL NET LEASE INC24.8K shares-0.19%2025-12-312026-01-20 HON HONEYWELL INTL INC1.1K shares-9.08%2025-12-312026-01-20 IMTM ISHARES TR4.4K shares-14.85%2025-12-312026-01-20 MET METLIFE INC2.6K shares0.61%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR7.5K shares0.00%2025-12-312026-01-20 IWF ISHARES TR437 shares0.00%2025-12-312026-01-20 AOA ISHARES TR2.3K shares-4.92%2025-12-312026-01-20 FCX FREEPORT-MCMORAN INC4.0K sharesnew addition2025-12-312026-01-20 FDX FEDEX CORP700 sharesnew addition2025-12-312026-01-20 TGT TARGET CORP2.1K sharesnew addition2025-12-312026-01-20 MLI MUELLER INDS INC1.8K sharesnew addition2025-12-312026-01-20 STWD STARWOOD PPTY TR INC10.8K shares0.00%2025-12-312026-01-20 GERN GERON CORP93.9K shares-8.74%2025-12-312026-01-20 BFLY BUTTERFLY NETWORK INC31.7K shares0.00%2025-12-312026-01-20 MITK MITEK SYS INC11.3K shares0.00%2025-12-312026-01-20 LYG LLOYDS BANKING GROUP PLC18.0K shares0.00%2025-12-312026-01-20 PPT PUTNAM PREMIER INCOME TR22.4K shares0.00%2025-12-312026-01-20 PLUG PLUG POWER INC36.8K shares0.00%2025-12-312026-01-20 TMC TMC THE METALS COMPANY INC10.0K shares0.00%2025-12-312026-01-20 MBOT MICROBOT MED INC21.3K shares0.00%2025-12-312026-01-20 LCTX LINEAGE CELL THERAPEUTICS IN10.5K shares-2.93%2025-12-312026-01-20 HUMA HUMACYTE INC13.1K shares0.77%2025-12-312026-01-20 VANI VIVANI MEDICAL INC10.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available