Life Steps Financial, Inc. Purchases and Sells in Q2 2025

Life Steps Financial, Inc.

$145 Million
Q2 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	6.17K + 20.43%	$496.48 - $617.85 $3.07M - $3.81M	36.4K $22.5M
QQQ	2.92K + 7.61%	$416.06 - $551.64 $1.21M - $1.61M	41.3K $22.8M
NVDA	2.39K + 4.98%	$94.31 - $157.99 $225K - $378K	50.4K $7.96M
MSFT	259 + 1.89%	$354.56 - $497.45 $91.8K - $129K	14K $6.94M
VTV	3.07K + 15.03%	$153.67 - $176.74 $472K - $543K	23.5K $4.15M
SCHM	13.7K + 17.55%	$22.92 - $28.05 $313K - $383K	91.6K $2.57M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	993 New	$243.75 - $303.93 $242K - $302K	993 $301K
GS	345 New	$462.22 - $707.75 $159K - $244K	345 $244K
IWF	530 New	$320.42 - $424.58 $170K - $225K	530 $225K
AMAT	1.12K New	$126.95 - $183.52 $142K - $206K	1.12K $205K
GE VERNOVA INC COM	459 New	N/A	459 $0

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-364 - 2.83%	$99.93 - $119.04 $36.4K - $43.3K	12.5K $1.35M
BRK-B	-41 - 1.26%	$483.48 - $539.8 $19.8K - $22.1K	3.22K $1.56M
CVX	-114 - 2.36%	$133.73 - $168.51 $15.2K - $19.2K	4.73K $676K
PEP	-518 - 16.69%	$128.02 - $151.37 $66.3K - $78.4K	2.59K $341K
AMGN	-207 - 12.45%	$262.28 - $309.85 $54.3K - $64.1K	1.46K $406K
JNJ	-227 - 4.88%	$146.36 - $159.82 $33.2K - $36.3K	4.42K $675K

Activity Summary All Purchases 48 New Holdings 5 Increased Positions 43 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.