LAZARI CAPITAL MANAGEMENT, INC. Diversified Active

Location: Woodland Hills, CA

CIK: 0001986389 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 24, 2025

Total Value: $251M (100.0% shares, 0.0% debt)

Holdings (153)

AAPL APPLE INC 17.5%
Value $43.94M Shares 175,482 Est. Cost $182.05 Unrealized +28.8%
META META PLATFORMS INC 8.2%
Value $20.6M Shares 35,179 Est. Cost $248.72 Unrealized +135.1%
AMZN AMAZON COM INC 7.0%
Value $17.6M Shares 80,233 Est. Cost $122.67 Unrealized +66.8%
NVDA NVIDIA CORPORATION 5.9%
Value $14.77M Shares 109,980 Est. Cost $107.00 Unrealized +28.8%
UBER UBER TECHNOLOGIES INC 4.8%
Value $12.03M Shares 199,482 Est. Cost $37.53 Unrealized +90.2%
GOOGL ALPHABET INC 3.9%
Value $9.879M Shares 52,185 Est. Cost $129.10 Unrealized +34.9%
DIS DISNEY WALT CO 2.9%
Value $7.162M Shares 64,323 Est. Cost $92.09 Unrealized +12.4%
MSFT MICROSOFT CORP 2.7%
Value $6.777M Shares 16,078 Est. Cost $320.24 Unrealized +31.9%
BP BP PLC 2.3%
Value $5.731M Shares 193,876 Est. Cost $33.40 Unrealized
BA BOEING CO 2.0%
Value $5.062M Shares 28,599 Est. Cost $189.53 Unrealized -17.2%
TSLA TESLA INC 1.9%
Value $4.716M Shares 11,678 Est. Cost $204.59 Unrealized +57.3%
BAC BANK AMERICA CORP 1.7%
Value $4.335M Shares 98,637 Est. Cost $26.75 Unrealized +60.1%
NFLX NETFLIX INC 1.4%
Value $3.467M Shares 3,890 Est. Cost $37.63 Unrealized +118.7%
VTI VANGUARD INDEX FDS 1.4%
Value $3.395M Shares 11,716 Est. Cost $261.29 Unrealized
ABBV ABBVIE INC 1.2%
Value $2.933M Shares 16,507 Est. Cost $133.70 Unrealized +32.7%
AVGO BROADCOM INC 1.1%
Value $2.705M Shares 11,666 Est. Cost $152.96 Unrealized +19.6%
AMD ADVANCED MICRO DEVICES INC 1.0%
Value $2.481M Shares 20,536 Est. Cost $112.31 Unrealized +28.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $2.457M Shares 61,450 Est. Cost $31.48 Unrealized +25.1%
STIP ISHARES TR 0.9%
Value $2.359M Shares 23,447 Est. Cost $99.68 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value $2.241M Shares 3,824 Est. Cost $478.12 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value $2.207M Shares 9,205 Est. Cost $141.35 Unrealized +61.3%
IVV ISHARES TR 0.9%
Value $2.179M Shares 3,701 Est. Cost $529.05 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value $2.129M Shares 19,792 Est. Cost $101.79 Unrealized +10.4%
WYNN WYNN RESORTS LTD 0.8%
Value $2.116M Shares 24,559 Est. Cost $86.11 Unrealized +8.4%
SRE SEMPRA 0.8%
Value $2.104M Shares 23,984 Est. Cost $67.69 Unrealized +24.6%
QQQ INVESCO QQQ TR 0.8%
Value $1.99M Shares 3,892 Est. Cost $452.08 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.8%
Value $1.959M Shares 20,219 Est. Cost $97.29 Unrealized
V VISA INC 0.7%
Value $1.875M Shares 5,934 Est. Cost $239.83 Unrealized +24.4%
CRM SALESFORCE INC 0.7%
Value $1.841M Shares 5,506 Est. Cost $205.66 Unrealized +54.0%
SBUX STARBUCKS CORP 0.6%
Value $1.56M Shares 17,098 Est. Cost $94.88 Unrealized -1.0%
WFC WELLS FARGO CO NEW 0.5%
Value $1.346M Shares 19,164 Est. Cost $37.64 Unrealized +77.1%
T AT&T INC 0.5%
Value $1.307M Shares 57,403 Est. Cost $14.79 Unrealized +45.5%
COP CONOCOPHILLIPS 0.5%
Value $1.29M Shares 13,006 Est. Cost $94.99 Unrealized +7.7%
PYPL PAYPAL HLDGS INC 0.5%
Value $1.181M Shares 13,835 Est. Cost $67.23 Unrealized +24.8%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value $1.155M Shares 20,414 Est. Cost $58.94 Unrealized -10.8%
AXP AMERICAN EXPRESS CO 0.4%
Value $1.07M Shares 3,606 Est. Cost $158.42 Unrealized +79.0%
WMT WALMART INC 0.4%
Value $1.033M Shares 11,436 Est. Cost $55.47 Unrealized +54.7%
XLE SELECT SECTOR SPDR TR ENERGY 0.4%
Value $1.02M Shares 11,912 Est. Cost $82.00 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value $992K Shares 1,884 Est. Cost $378.22 Unrealized +36.1%
MO ALTRIA GROUP INC 0.4%
Value $987K Shares 18,871 Est. Cost $36.75 Unrealized +32.8%
DVN DEVON ENERGY CORP NEW 0.4%
Value $976K Shares 29,832 Est. Cost $44.30 Unrealized -17.7%
IEFA ISHARES TR CORE MSCI EAFE 0.4%
Value $945K Shares 13,453 Est. Cost $72.84 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $908K Shares 6,277 Est. Cost $148.46 Unrealized +0.8%
MESO MESOBLAST LTD 0.4%
Value $900K Shares 45,467 Est. Cost $5.12 Unrealized
LLY ELI LILLY & CO 0.4%
Value $894K Shares 1,158 Est. Cost $788.05 Unrealized +4.2%
C CITIGROUP INC 0.3%
Value $864K Shares 12,277 Est. Cost $43.76 Unrealized +49.4%
PFE PFIZER INC 0.3%
Value $855K Shares 32,229 Est. Cost $29.89 Unrealized -16.0%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $852K Shares 10,050 Est. Cost $83.35 Unrealized
HD HOME DEPOT INC 0.3%
Value $849K Shares 2,182 Est. Cost $285.64 Unrealized +39.1%
COST COSTCO WHSL CORP NEW 0.3%
Value $774K Shares 845 Est. Cost $539.65 Unrealized +71.0%
MAR MARRIOTT INTL INC NEW 0.3%
Value $772K Shares 2,768 Est. Cost $182.84 Unrealized +48.5%
IGSB ISHARES TR ISHS 1-5YR INVS 0.3%
Value $758K Shares 14,652 Est. Cost $51.51 Unrealized
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.3%
Value $728K Shares 16,226 Est. Cost $44.93 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value $717K Shares 1,252 Est. Cost $313.21 Unrealized +74.0%
RTX RTX CORPORATION 0.3%
Value $712K Shares 6,150 Est. Cost $89.24 Unrealized +32.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $708K Shares 1,561 Est. Cost $349.30 Unrealized +32.2%
VFMO VANGUARD WELLINGTON FD US MOMENTUM 0.3%
Value $706K Shares 4,296 Est. Cost $150.20 Unrealized
VMC VULCAN MATLS CO 0.3%
Value $688K Shares 2,673 Est. Cost $255.31 Unrealized +4.5%
MS MORGAN STANLEY 0.3%
Value $685K Shares 5,447 Est. Cost $90.88 Unrealized +31.5%
DFSV DIMENSIONAL ETF TRUST US SMALL CAP VAL 0.3%
Value $674K Shares 21,894 Est. Cost $28.78 Unrealized
SHOP SHOPIFY INC 0.3%
Value $671K Shares 6,315 Est. Cost $57.34 Unrealized +69.6%
GSK GSK PLC 0.3%
Value $657K Shares 19,412 Est. Cost $35.71 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value $653K Shares 4,507 Est. Cost $142.84 Unrealized +1.9%
IJR ISHARES TR CORE S&P SCP ETF 0.3%
Value $646K Shares 5,606 Est. Cost $103.26 Unrealized
TRGP TARGA RES CORP 0.2%
Value $625K Shares 3,499 Est. Cost $68.89 Unrealized +154.3%
AMGN AMGEN INC 0.2%
Value $619K Shares 2,373 Est. Cost $215.01 Unrealized +33.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value $615K Shares 8,314 Est. Cost $53.94 Unrealized +36.9%
ORCL ORACLE CORP 0.2%
Value $615K Shares 3,691 Est. Cost $103.67 Unrealized +69.6%
LQD ISHARES TR IBOXX INV CP ETF 0.2%
Value $598K Shares 5,593 Est. Cost $107.33 Unrealized
GOOG ALPHABET INC 0.2%
Value $589K Shares 3,094 Est. Cost $169.19 Unrealized +3.8%
F FORD MTR CO 0.2%
Value $560K Shares 56,577 Est. Cost $10.69 Unrealized -7.7%
OXY OCCIDENTAL PETE CORP 0.2%
Value $556K Shares 11,261 Est. Cost $57.18 Unrealized -13.9%
MCD MCDONALDS CORP 0.2%
Value $542K Shares 1,871 Est. Cost $269.95 Unrealized +7.5%
CAT CATERPILLAR INC 0.2%
Value $523K Shares 1,443 Est. Cost $224.47 Unrealized +70.1%
CVBF CVB FINL CORP 0.2%
Value $522K Shares 24,376 Est. Cost $12.20 Unrealized +64.9%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.2%
Value $512K Shares 7,118 Est. Cost $72.05 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value $510K Shares 2,962 Est. Cost $96.36 Unrealized +71.9%
GE GE AEROSPACE 0.2%
Value $464K Shares 2,784 Est. Cost $158.18 Unrealized +12.0%
MCK MCKESSON CORP 0.2%
Value $443K Shares 777 Est. Cost $557.26 Unrealized 0.0%
XHR XENIA HOTELS & RESORTS INC 0.2%
Value $425K Shares 28,572 Est. Cost $12.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $423K Shares 1,923 Est. Cost $124.08 Unrealized +74.3%
PG PROCTER AND GAMBLE CO 0.2%
Value $409K Shares 2,442 Est. Cost $142.01 Unrealized +16.7%
HON HONEYWELL INTL INC 0.2%
Value $401K Shares 1,774 Est. Cost $203.59 Unrealized 0.0%
XYZ BLOCK INC 0.2%
Value $390K Shares 4,587 Est. Cost $62.48 Unrealized +31.3%
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.2%
Value $389K Shares 1,133 Est. Cost $235.32 Unrealized
TTD THE TRADE DESK INC 0.2%
Value $384K Shares 3,267 Est. Cost $90.22 Unrealized +37.1%
ASML ASML HOLDING N V 0.2%
Value $381K Shares 550 Est. Cost $989.72 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $372K Shares 1,883 Est. Cost $179.17 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.1%
Value $367K Shares 680 Est. Cost $429.52 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value $364K Shares 28,761 Est. Cost $11.54 Unrealized
DISV DIMENSIONAL ETF TRUST INTL SMALL CAP V 0.1%
Value $354K Shares 13,339 Est. Cost $26.90 Unrealized
BXP BXP INC 0.1%
Value $346K Shares 4,654 Est. Cost $69.95 Unrealized +9.0%
GILD GILEAD SCIENCES INC 0.1%
Value $320K Shares 3,463 Est. Cost $71.58 Unrealized +21.5%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value $320K Shares 14,508 Est. Cost $7.53 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.1%
Value $317K Shares 6,950 Est. Cost $42.84 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value $313K Shares 1,293 Est. Cost $242.93 Unrealized
EME EMCOR GROUP INC 0.1%
Value $305K Shares 672 Est. Cost $376.76 Unrealized +25.3%
AMLP ALPS ETF TR ALERIAN MLP 0.1%
Value $302K Shares 6,280 Est. Cost $39.21 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $301K Shares 2,502 Est. Cost $91.88 Unrealized +31.3%
UYG PROSHARES TR ULTRA FNCLS NEW 0.1%
Value $300K Shares 3,510 Est. Cost $68.32 Unrealized
DIREXION SHS ETF TR DLY S&P500 BR 3X 0.1%
Value $295K Shares 46,900 Est. Cost $7.51 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.1%
Value $293K Shares 9,317 Est. Cost $31.46 Unrealized
ABNB AIRBNB INC 0.1%
Value $283K Shares 2,150 Est. Cost $118.22 Unrealized +13.9%
IYH ISHARES TR US HLTHCARE ETF 0.1%
Value $282K Shares 4,832 Est. Cost $64.69 Unrealized
MRK MERCK & CO INC 0.1%
Value $277K Shares 2,788 Est. Cost $106.18 Unrealized -7.0%
TGT TARGET CORP 0.1%
Value $275K Shares 2,034 Est. Cost $140.24 Unrealized -2.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value $273K Shares 2,530 Est. Cost $86.73 Unrealized +25.4%
MGV VANGUARD WORLD FD MEGA CAP VAL ETF 0.1%
Value $271K Shares 2,171 Est. Cost $103.76 Unrealized
GERN GERON CORP 0.1%
Value $271K Shares 76,424 Est. Cost $2.97 Unrealized +34.7%
VHT VANGUARD WORLD FD HEALTH CAR ETF 0.1%
Value $270K Shares 1,065 Est. Cost $248.80 Unrealized
PEP PEPSICO INC 0.1%
Value $267K Shares 1,755 Est. Cost $169.69 Unrealized -7.7%
IMTM ISHARES TRMSCI INTL MOMENT 0.1%
Value $265K Shares 7,098 Est. Cost $38.69 Unrealized
SO SOUTHERN CO 0.1%
Value $263K Shares 3,194 Est. Cost $64.66 Unrealized +30.7%
KMB KIMBERLY-CLARK CORP 0.1%
Value $260K Shares 1,983 Est. Cost $125.75 Unrealized +3.5%
XEL XCEL ENERGY INC 0.1%
Value $259K Shares 3,842 Est. Cost $60.54 Unrealized +6.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $258K Shares 3,412 Est. Cost $58.25 Unrealized 0.0%
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value $255K Shares 622 Est. Cost $311.76 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 0.1%
Value $255K Shares 6,816 Est. Cost $36.85 Unrealized
SLV ISHARES SILVER TR 0.1%
Value $254K Shares 9,660 Est. Cost $26.60 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value $252K Shares 4,829 Est. Cost $53.53 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.1%
Value $252K Shares 2,771 Est. Cost $91.93 Unrealized
IEF ISHARES TR 7-10 YR TRSY BD 0.1%
Value $247K Shares 2,674 Est. Cost $92.45 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value $247K Shares 124 Est. Cost $1710.97 Unrealized +24.8%
DFEV DIMENSIONAL ETF TRUST EMERGING MKTS VA 0.1%
Value $240K Shares 9,152 Est. Cost $27.50 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $234K Shares 687 Est. Cost $349.48 Unrealized +5.8%
AGNC AGNC INVT CORP 0.1%
Value $231K Shares 25,105 Est. Cost $10.13 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.1%
Value $230K Shares 1,161 Est. Cost $184.53 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value $227K Shares 565 Est. Cost $364.74 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.1%
Value $227K Shares 4,687 Est. Cost $45.32 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 0.1%
Value $226K Shares 3,939 Est. Cost $58.83 Unrealized
AOA ISHARES TR AGGRES ALLOC ETF 0.1%
Value $218K Shares 2,846 Est. Cost $78.90 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.1%
Value $218K Shares 807 Est. Cost $263.25 Unrealized
UNP UNION PAC CORP 0.1%
Value $216K Shares 947 Est. Cost $230.22 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value $216K Shares 1,327 Est. Cost $185.15 Unrealized -3.2%
MET METLIFE INC 0.1%
Value $209K Shares 2,554 Est. Cost $71.87 Unrealized +12.2%
STWD STARWOOD PPTY TR INC 0.1%
Value $206K Shares 10,849 Est. Cost $20.38 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $205K Shares 5,461 Est. Cost $37.86 Unrealized +5.6%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value $205K Shares 7,500 Est. Cost $46.39 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value $181K Shares 21,324 Est. Cost $9.35 Unrealized
KEY KEYCORP 0.1%
Value $180K Shares 10,498 Est. Cost $9.00 Unrealized +88.7%
GNL GLOBAL NET LEASE INC 0.1%
Value $162K Shares 22,220 Est. Cost $10.23 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $133K Shares 13,683 Est. Cost $10.14 Unrealized
MITK MITEK SYS INC 0.0%
Value $117K Shares 10,504 Est. Cost $9.33 Unrealized 0.0%
PUTNAM PREMIER INCOME TR 0.0%
Value $79,872 Shares 22,436 Est. Cost $3.48 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $73,190 Shares 26,908 Est. Cost $2.78 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value $58,406 Shares 18,720 Est. Cost $1.96 Unrealized +32.5%
PLUG PLUG POWER INC 0.0%
Value $45,703 Shares 21,457 Est. Cost $8.05 Unrealized -72.9%
VANI VIVANI MEDICAL INC 0.0%
Value $11,600 Shares 10,000 Est. Cost $1.25 Unrealized +1.2%
TMC TMC THE METALS COMPANY INC 0.0%
Value $11,200 Shares 10,000 Est. Cost $1.12 Unrealized -15.7%
STEM INC 0.0%
Value $7,582 Shares 12,574 Est. Cost $5.22 Unrealized
X4 PHARMACEUTICALS INC 0.0%
Value $7,336 Shares 10,000 Est. Cost $0.79 Unrealized
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value $5,509 Shares 10,964 Est. Cost $0.73 Unrealized 0.0%
ZOMDF ZOMEDICA CORP 0.0%
Value $1,200 Shares 10,000 Est. Cost $0.15 Unrealized -16.0%