Life Steps Financial, Inc. Purchases in Q3 2024

Life Steps Financial, Inc.

  • $128 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
12
+ 0.04%
$207.23 - $234.82 $2.49K - $2.82K
33K $7.68M
SFBS
Servis First Bancshares, Inc.

Financial Services
3K
New
$60.39 - $86.36 $181K - $259K
3K $241K
VTV
Vanguard Value ETF

ETFs
30
+ 0.19%
$159.75 - $174.57 $4.79K - $5.24K
15.4K $2.7M
ABT
Abbott Laboratories

Healthcare
1.92K
New
$100.07 - $118.13 $192K - $227K
1.92K $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
510
New
$386.81 - $423.12 $197K - $216K
510 $215K
SRE
Sempra Energy

Utilities
2.56K
New
$74.97 - $84.04 $192K - $215K
2.56K $214K
NVDA
Nvidia Corp

Technology
2.63K
+ 5.18%
$98.91 - $134.91 $260K - $354K
53.3K $6.48M
ABBV
Abb Vie Inc.

Healthcare
95
+ 1.3%
$163.84 - $199.33 $15.6K - $18.9K
7.42K $1.47M
PHM
Pultegroup Inc

Consumer Cyclical
1.45K
New
$103.95 - $144.98 $150K - $210K
1.45K $207K
NFLX
Netflix Inc

Communication Services
291
New
$598.55 - $722.26 $174K - $210K
291 $206K
AMGN
Amgen Inc

Healthcare
509
+ 39.83%
$309.38 - $337.38 $157K - $172K
1.79K $575K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
328
+ 1.57%
$77.02 - $85.06 $25.3K - $27.9K
21.2K $1.79M
KO
Coca Cola CO

Consumer Defensive
99
+ 0.74%
$62.69 - $73.01 $6.21K - $7.23K
13.5K $973K
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.12%
$66.91 - $81.4 $669 - $814
8.14K $657K
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.08%
$194.9 - $224.8 $1.56K - $1.8K
9.81K $2.07M
META
Meta Platforms, Inc.

Communication Services
30
+ 3.33%
$453.41 - $572.44 $13.6K - $17.2K
930 $532K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.07%
$233.14 - $263.97 $466 - $528
2.72K $713K
IBM
International Business Machines Corp

Technology
3
+ 0.23%
$175.1 - $223.38 $525 - $670
1.28K $283K
LLY
Eli Lilly & CO

Healthcare
60
+ 20.07%
$772.14 - $960.02 $46.3K - $57.6K
359 $318K
TSCO
Tractor Supply CO

Consumer Cyclical
65
+ 6.77%
$251.95 - $290.93 $16.4K - $18.9K
1.03K $298K
VZ
Verizon Communications Inc

Communication Services
3
+ 0.04%
$38.89 - $45.0 $117 - $135
7.45K $334K
SCHG
Schwab Strategic Tr Us Large C

ETFs
22
+ 0.32%
$92.63 - $105.69 $2.04K - $2.33K
6.8K $708K
AVGO
Broadcom Inc.

Technology
1.78K
+ 905.08%
$136.27 - $1745.86 $243K - $3.11M
1.98K $341K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3
+ 0.05%
$46.9 - $51.96 $141 - $156
5.61K $288K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.03%
$161.9 - $179.3 $162 - $179
3.78K $643K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
22
+ 0.51%
$59.93 - $66.52 $1.32K - $1.46K
4.34K $288K
Genelux Corporation Com
11.7K
+ 17.61%
N/A
78.3K $0
CVX
Chevron Corp

Energy
202
+ 3.94%
$137.88 - $161.97 $27.9K - $32.7K
5.33K $784K
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.42%
$148.65 - $191.18 $1.49K - $1.91K
2.41K $399K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.03%
$51.58 - $60.97 $258 - $305
14.4K $813K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.62%
$161.02 - $200.0 $9.66K - $12K
9.79K $1.82M
MSFT
Microsoft Corp

Technology
120
+ 0.88%
$395.15 - $467.56 $47.4K - $56.1K
13.7K $5.91M
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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