Life Steps Financial, Inc. Incresed Positions in Q1 2025

Life Steps Financial, Inc.

  • $123 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
3.72K
+ 22.27%
$167.73 - $179.21 $624K - $667K
20.4K $3.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.6K
+ 33.55%
$27.01 - $28.54 $611K - $645K
90K $2.52M
ABBV
Abb Vie Inc.

Healthcare
71
+ 0.98%
$169.2 - $216.66 $12K - $15.4K
7.3K $1.53M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
291
+ 1.0%
$128.74 - $138.67 $37.5K - $40.4K
29.4K $3.99M
CVX
Chevron Corp

Energy
2
+ 0.04%
$146.71 - $167.97 $293 - $336
4.84K $809K
V
Visa Inc.

Financial Services
143
+ 14.83%
$306.92 - $362.71 $43.9K - $51.9K
1.11K $387K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.87K
+ 9.67%
$25.58 - $29.24 $176K - $201K
77.9K $2.04M
MA
Mastercard Inc

Financial Services
55
+ 5.2%
$504.67 - $576.31 $27.8K - $31.7K
1.11K $609K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.34%
$890.62 - $1076.86 $4.45K - $5.38K
1.48K $1.4M
IBM
International Business Machines Corp

Technology
3
+ 0.23%
$217.4 - $264.74 $652 - $794
1.29K $320K
CSCO
Cisco Systems, Inc.

Technology
320
+ 5.31%
$58.74 - $64.87 $18.8K - $20.8K
6.35K $391K
NFLX
Netflix Inc

Communication Services
21
+ 6.86%
$828.4 - $1058.6 $17.4K - $22.2K
327 $304K
WFC
Wells Fargo & Company

Financial Services
98
+ 0.7%
$66.78 - $81.42 $6.54K - $7.98K
14.1K $1.01M
WMT
Walmart Inc.

Consumer Defensive
498
+ 5.84%
$84.5 - $105.05 $42.1K - $52.3K
9.02K $791K
QCOM
Qualcomm Inc

Technology
107
+ 3.25%
$151.94 - $175.86 $16.3K - $18.8K
3.4K $521K
META
Meta Platforms, Inc.

Communication Services
39
+ 3.79%
$576.36 - $736.67 $22.5K - $28.7K
1.07K $616K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.11%
$244.9 - $274.48 $735 - $823
2.73K $676K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 0.11%
$21.23 - $23.75 $318 - $356
14K $302K
HD
Home Depot, Inc.

Consumer Cyclical
139
+ 2.94%
$347.25 - $424.87 $48.3K - $59.1K
4.87K $1.79M
GOOG
Alphabet Inc.

Communication Services
63
+ 1.82%
$156.06 - $207.71 $9.83K - $13.1K
3.52K $549K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.09K
+ 5.57%
$96.3 - $112.23 $105K - $122K
20.6K $2.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
169
+ 0.26%
$57.21 - $65.8 $9.67K - $11.1K
66.3K $3.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
372
+ 0.98%
$468.34 - $539.52 $174K - $201K
38.4K $18M
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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