Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 156,653 | -22,662 | $30,160 |
AAPL | 156,653 | -22,662 | $30,160 |
META PLATFORMS INC | 44,253 | -3,402 | $15,664 |
META | 44,253 | -3,402 | $15,664 |
UBER TECHNOLOGIES INC | 245,185 | -45,506 | $15,096 |
UBER | 245,185 | -45,506 | $15,096 |
AMAZON COM INC | 74,674 | -9,765 | $11,346 |
AMZN | 74,674 | -9,765 | $11,346 |
DISNEY WALT CO | 68,064 | -21,203 | $6,145 |
DIS | 68,064 | -21,203 | $6,145 |
MICROSOFT CORP | 14,504 | -657 | $5,454 |
MSFT | 14,504 | -657 | $5,454 |
ALPHABET INC | 36,660 | -1,274 | $5,121 |
GOOGL | 36,660 | -1,274 | $5,121 |
BP PLC | 129,684 | +22 | $4,591 |
BP | 129,684 | +22 | $4,591 |
BANK AMERICA CORP | 124,748 | -3,080 | $4,200 |
BAC | 124,748 | -3,080 | $4,200 |
NVIDIA CORPORATION | 7,921 | -128 | $3,922 |
NVDA | 7,921 | -128 | $3,922 |
BOEING CO | 14,005 | +716 | $3,651 |
BA | 14,005 | +716 | $3,651 |
ABBVIE INC | 18,175 | -187 | $2,817 |
ABBV | 18,175 | -187 | $2,817 |
TESLA INC | 10,544 | -2,939 | $2,620 |
TSLA | 10,544 | -2,939 | $2,620 |
ADVANCED MICRO DEVICES INC | 17,472 | -1,529 | $2,576 |
AMD | 17,472 | -1,529 | $2,576 |
VERIZON COMMUNICATIONS INC | 67,538 | -14,777 | $2,546 |
VZ | 67,538 | -14,777 | $2,546 |
NETFLIX INC | 3,938 | -880 | $1,917 |
NFLX | 3,938 | -880 | $1,917 |
SEMPRA | 23,970 | UNCH | $1,791 |
SRE | 23,970 | UNCH | $1,791 |
EXXON MOBIL CORP | 17,059 | -167 | $1,706 |
XOM | 17,059 | -167 | $1,706 |
GILEAD SCIENCES INC | 20,530 | +58 | $1,663 |
GILD | 20,530 | +58 | $1,663 |
PAYPAL HLDGS INC | 24,752 | -9,811 | $1,520 |
PYPL | 24,752 | -9,811 | $1,520 |
SALESFORCE INC | 5,746 | -2,336 | $1,512 |
CRM | 5,746 | -2,336 | $1,512 |
STARBUCKS CORP | 15,745 | -293 | $1,512 |
SBUX | 15,745 | -293 | $1,512 |
CONOCOPHILLIPS | 12,891 | -40 | $1,496 |
COP | 12,891 | -40 | $1,496 |
ALTRIA GROUP INC | 35,420 | -3,211 | $1,429 |
MO | 35,420 | -3,211 | $1,429 |
JPMORGAN CHASE & CO | 8,044 | -164 | $1,368 |
JPM | 8,044 | -164 | $1,368 |
COINBASE GLOBAL INC | 7,694 | -260 | $1,338 |
COIN | 7,694 | -260 | $1,338 |
BRISTOL MYERS SQUIBB CO | 25,756 | -570 | $1,322 |
BMY | 25,756 | -570 | $1,322 |
SPDR S&P 500 ETF TR (SPY) | 2,755 | -57 | $1,310 |
SPY | 2,755 | -57 | $1,310 |
BROADCOM INC | 1,084 | -130 | $1,210 |
AVGO | 1,084 | -130 | $1,210 |
VISA INC | 4,362 | -29 | $1,136 |
V | 4,362 | -29 | $1,136 |
WELLS FARGO CO NEW | 22,804 | +202 | $1,122 |
WFC | 22,804 | +202 | $1,122 |
AT&T INC | 64,029 | -6,284 | $1,074 |
T | 64,029 | -6,284 | $1,074 |
WYNN RESORTS LTD | 10,978 | +2,573 | $1,000 |
WYNN | 10,978 | +2,573 | $1,000 |
JOHNSON & JOHNSON | 5,686 | +19 | $891 |
JNJ | 5,686 | +19 | $891 |
SELECT SECTOR SPDR TR (XLE) | 10,421 | -907 | $874 |
XLE | 10,421 | -907 | $874 |
ALIBABA GROUP HLDG LTD | 11,215 | -875 | $869 |
BABA | 11,215 | -875 | $869 |
MASTERCARD INCORPORATED | 1,812 | -65 | $773 |
MA | 1,812 | -65 | $773 |
GSK PLC | 20,204 | -11,600 | $749 |
GSK | 20,204 | -11,600 | $749 |
FORD MTR CO DEL | 60,884 | -646 | $742 |
F | 60,884 | -646 | $742 |
OCCIDENTAL PETE CORP | 11,561 | +61 | $690 |
OXY | 11,561 | +61 | $690 |
AMGEN INC | 2,379 | -118 | $685 |
AMGN | 2,379 | -118 | $685 |
AMERICAN EXPRESS CO | 3,630 | -300 | $680 |
AXP | 3,630 | -300 | $680 |
CITIGROUP INC | 13,074 | -1,257 | $673 |
C | 13,074 | -1,257 | $673 |
VANGUARD WORLD FD (MGK) | 2,556 | -100 | $663 |
MGK | 2,556 | -100 | $663 |
NUVEEN AMT FREE QLTY MUN INC | 60,266 | UNCH | $663 |
NEA | 60,266 | UNCH | $663 |
SCHWAB CHARLES CORP | 9,527 | +1,014 | $655 |
SCHW | 9,527 | +1,014 | $655 |
HOME DEPOT INC | 1,877 | +99 | $650 |
HD | 1,877 | +99 | $650 |
ISHARES TR (IVV) | 1,358 | +1,358 | $648 |
IVV | 1,358 | +1,358 | $648 |
ISHARES TR (IJR) | 5,673 | +2,486 | $614 |
IJR | 5,673 | +2,486 | $614 |
INVESCO QQQ TR | 1,451 | +57 | $594 |
QQQ | 1,451 | +57 | $594 |
See Full List: All Stocks Held By Lazari Capital Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lazari Capital Management Inc.
Size ($ in 1000's)
At 12/31/2023: $174,704 At 09/30/2023: $167,654 Lazari Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lazari Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |