Life Steps Financial, Inc. Purchases in Q4 2024

Life Steps Financial, Inc.

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.3K
+ 3.94%
$221.69 - $259.02 $288K - $337K
34.3K $8.58M
AMZN
Amazon Com Inc

Consumer Cyclical
403
+ 4.12%
$180.88 - $232.93 $72.9K - $93.9K
10.2K $2.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.06%
$567.81 - $607.81 $10.2K - $10.9K
30.4K $17.8M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 2.05%
$213.65 - $479.86 $10.5K - $23.5K
2.44K $986K
JPM
Jpmorgan Chase & CO

Financial Services
250
+ 2.55%
$205.18 - $250.29 $51.3K - $62.6K
10.1K $2.41M
ORCL
Oracle Corp

Technology
1.63K
New
$165.41 - $192.43 $269K - $313K
1.63K $271K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.93K
New
$28.88 - $29.33 $200K - $203K
6.93K $200K
USB
Us Bancorp \De\

Financial Services
600
+ 1.18%
$43.98 - $53.66 $26.4K - $32.2K
51.4K $2.46M
VTV
Vanguard Value ETF

ETFs
1.26K
+ 8.14%
$168.32 - $181.87 $212K - $229K
16.7K $2.83M
WMT
Walmart Inc.

Consumer Defensive
385
+ 4.73%
$79.1 - $95.7 $30.5K - $36.8K
8.52K $770K
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 2.43%
$873.59 - $994.69 $30.6K - $34.8K
1.48K $1.35M
META
Meta Platforms, Inc.

Communication Services
100
+ 10.75%
$554.08 - $632.68 $55.4K - $63.3K
1.03K $607K
NFLX
Netflix Inc

Communication Services
15
+ 5.15%
$687.65 - $936.56 $10.3K - $14K
306 $272K
MSFT
Microsoft Corp

Technology
436
+ 3.17%
$406.35 - $454.46 $177K - $198K
14.2K $5.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
46.2K
+ 218.33%
$26.93 - $84.95 $1.24M - $3.93M
67.4K $1.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.4K
+ 300.06%
$25.93 - $105.3 $529K - $2.15M
27.2K $757K
XLF
Financial Sector Spdr

ETFs
539
+ 7.67%
$44.89 - $51.34 $24.2K - $27.7K
7.56K $365K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.68K
+ 222.95%
$22.01 - $66.82 $213K - $647K
14K $318K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 1.96%
$521.84 - $558.82 $9.91K - $10.6K
988 $532K
Genelux Corporation Com
8.72K
+ 11.14%
N/A
87K $0
TSCO
Tractor Supply CO

Consumer Cyclical
4.58K
+ 446.44%
$52.59 - $303.74 $241K - $1.39M
5.6K $297K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.52K
+ 192.05%
$22.4 - $68.28 $146K - $445K
9.92K $229K
IBM
International Business Machines Corp

Technology
2
+ 0.16%
$204.9 - $238.04 $410 - $476
1.29K $282K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
47.3K
+ 199.35%
$27.54 - $83.04 $1.3M - $3.93M
71K $1.97M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.93K
+ 200.77%
$25.79 - $80.4 $256K - $799K
14.9K $387K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.02K
+ 89.49%
$25.33 - $51.16 $127K - $257K
10.6K $274K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.07%
$253.56 - $278.5 $507 - $557
2.73K $690K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.09%
$250.81 - $283.3 $251 - $283
1.09K $276K
VZ
Verizon Communications Inc

Communication Services
140
+ 1.88%
$39.6 - $45.21 $5.54K - $6.33K
7.59K $303K
XOM
Exxon Mobil Corp

Energy
434
+ 3.45%
$105.51 - $125.37 $45.8K - $54.4K
13K $1.4M
AMGN
Amgen Inc

Healthcare
56
+ 3.13%
$258.78 - $328.31 $14.5K - $18.4K
1.84K $480K
KO
Coca Cola CO

Consumer Defensive
186
+ 1.37%
$61.74 - $71.71 $11.5K - $13.3K
13.7K $854K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
536
+ 1.88%
$131.66 - $144.0 $70.6K - $77.2K
29.1K $3.85M
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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