Life Steps Financial, Inc. Purchases in Q2 2025

Life Steps Financial, Inc.

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.17K
+ 20.43%
$496.48 - $617.85 $3.07M - $3.81M
36.4K $22.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.92K
+ 7.61%
$416.06 - $551.64 $1.21M - $1.61M
41.3K $22.8M
NVDA
Nvidia Corp

Technology
2.39K
+ 4.98%
$94.31 - $157.99 $225K - $378K
50.4K $7.96M
MSFT
Microsoft Corp

Technology
259
+ 1.89%
$354.56 - $497.45 $91.8K - $129K
14K $6.94M
VTV
Vanguard Value ETF

ETFs
3.07K
+ 15.03%
$153.67 - $176.74 $472K - $543K
23.5K $4.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.7K
+ 17.55%
$22.92 - $28.05 $313K - $383K
91.6K $2.57M
JPM
Jpmorgan Chase & CO

Financial Services
243
+ 2.43%
$210.28 - $289.91 $51.1K - $70.4K
10.2K $2.97M
NFLX
Netflix Inc

Communication Services
190
+ 58.1%
$855.86 - $1339.13 $163K - $254K
517 $692K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.6K
+ 20.63%
$24.32 - $27.87 $452K - $518K
109K $2.88M
AMZN
Amazon Com Inc

Consumer Cyclical
198
+ 2.06%
$167.32 - $223.3 $33.1K - $44.2K
9.82K $2.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
189
+ 0.29%
$51.16 - $62.02 $9.67K - $11.7K
66.5K $4.12M
WMT
Walmart Inc.

Consumer Defensive
1.63K
+ 18.09%
$81.79 - $99.98 $133K - $163K
10.7K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
335
+ 14.07%
$221.86 - $362.89 $74.3K - $122K
2.72K $862K
GS
Goldman Sachs Group Inc

Financial Services
345
New
$462.22 - $707.75 $159K - $244K
345 $244K
IWF
Ishares Russell 1000 Gr ETF

ETFs
530
New
$320.42 - $424.58 $170K - $225K
530 $225K
IWM
Ishares Russell 2000 ETF

ETFs
104
+ 0.85%
$174.82 - $215.79 $18.2K - $22.4K
12.3K $2.66M
AMAT
Applied Materials Inc

Technology
1.12K
New
$126.95 - $183.52 $142K - $206K
1.12K $205K
GOOG
Alphabet Inc.

Communication Services
529
+ 15.03%
$146.58 - $180.01 $77.5K - $95.2K
4.05K $718K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
130
+ 0.44%
$114.78 - $133.31 $14.9K - $17.3K
29.8K $3.97M
EMR
Emerson Electric CO

Industrials
35
+ 0.61%
$94.15 - $133.33 $3.3K - $4.67K
5.78K $771K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.81K
+ 51.96%
$19.6 - $24.44 $94.3K - $118K
14.1K $343K
IJS
Ishares S&P Smallcap 600 Value

ETFs
930
+ 4.52%
$83.54 - $100.04 $77.7K - $93K
21.5K $2.14M
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 4.38%
$908.13 - $1056.85 $59K - $68.7K
1.55K $1.53M
DIS
Walt Disney CO

Communication Services
207
+ 5.4%
$81.72 - $124.01 $16.9K - $25.7K
4.04K $501K
WFC
Wells Fargo & Company

Financial Services
18
+ 0.13%
$60.98 - $80.12 $1.1K - $1.44K
14.1K $1.13M
GOOGL
Alphabet Inc.

Communication Services
415
+ 19.61%
$144.7 - $178.6 $60.1K - $74.1K
2.53K $446K
CAT
Caterpillar Inc

Industrials
10
+ 0.58%
$273.94 - $388.21 $2.74K - $3.88K
1.74K $677K
MA
Mastercard Inc

Financial Services
129
+ 11.6%
$479.92 - $590.74 $61.9K - $76.2K
1.24K $697K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.14K
+ 22.06%
$20.42 - $25.3 $43.7K - $54.1K
11.8K $299K
IBM
International Business Machines Corp

Technology
2
+ 0.16%
$221.03 - $294.78 $442 - $590
1.29K $380K
LLY
Eli Lilly & CO

Healthcare
91
+ 31.27%
$713.71 - $898.95 $64.9K - $81.8K
382 $297K
CSCO
Cisco Systems, Inc.

Technology
100
+ 1.58%
$53.19 - $69.38 $5.32K - $6.94K
6.45K $447K
V
Visa Inc.

Financial Services
83
+ 7.5%
$308.27 - $373.31 $25.6K - $31K
1.19K $422K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20
+ 0.14%
$19.1 - $23.83 $382 - $477
14.1K $334K
XLF
Financial Sector Spdr

ETFs
41
+ 0.54%
$43.92 - $52.37 $1.8K - $2.15K
7.6K $398K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25
+ 0.65%
$90.56 - $109.49 $2.26K - $2.74K
3.87K $422K
TSCO
Tractor Supply CO

Consumer Cyclical
640
+ 10.56%
$47.86 - $55.77 $30.6K - $35.7K
6.7K $353K
ABT
Abbott Laboratories

Healthcare
40
+ 2.08%
$123.95 - $138.08 $4.96K - $5.52K
1.96K $266K
KO
Coca Cola CO

Consumer Defensive
201
+ 1.46%
$68.37 - $73.9 $13.7K - $14.9K
13.9K $985K
Ge Vernova Inc Com
459
New
N/A
459 $0
Genelux Corporation Com
11.6K
+ 13.58%
N/A
97.2K $0
NEE
Nextera Energy Inc

Utilities
180
+ 1.91%
$64.11 - $75.0 $11.5K - $13.5K
9.6K $666K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.07%
$218.41 - $252.43 $437 - $505
2.73K $674K
MCD
Mcdonalds Corp

Consumer Cyclical
30
+ 2.84%
$285.55 - $321.23 $8.57K - $9.64K
1.09K $317K
VZ
Verizon Communications Inc

Communication Services
3
+ 0.04%
$41.67 - $45.62 $125 - $137
7.45K $322K
ABBV
Abb Vie Inc.

Healthcare
54
+ 0.74%
$170.16 - $206.27 $9.19K - $11.1K
7.36K $1.37M
AAPL
Apple Inc.

Technology
578
+ 1.85%
$172.42 - $223.89 $99.7K - $129K
31.8K $6.52M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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