Life Steps Financial, Inc. Incresed Positions in Q3 2025

Life Steps Financial, Inc.

  • $155 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
876
+ 3.73%
$175.51 - $186.57 $154K - $163K
24.4K $4.54M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
41
+ 0.14%
$132.9 - $142.03 $5.45K - $5.82K
29.8K $4.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
624
+ 5.67%
$108.97 - $121.65 $68K - $75.9K
11.6K $1.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.82K
+ 3.52%
$26.38 - $27.95 $101K - $107K
112K $3.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.03%
$136.48 - $142.97 $1.23K - $1.29K
29.4K $4.11M
ORCL
Oracle Corp

Technology
20
+ 1.27%
$218.96 - $328.33 $4.38K - $6.57K
1.6K $449K
IVV
Ishares Core S&P 500 ETF

ETFs
111
+ 17.7%
$620.67 - $670.08 $68.9K - $74.4K
738 $493K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.02%
$28.92 - $32.19 $174 - $193
24.3K $776K
XOM
Exxon Mobil Corp

Energy
36
+ 0.29%
$105.83 - $117.22 $3.81K - $4.22K
12.5K $1.41M
CVX
Chevron Corp

Energy
2
+ 0.04%
$145.57 - $161.83 $291 - $324
4.73K $734K
SCHA
Schwab Strategic Tr Us Small C

ETFs
519
+ 4.38%
$25.29 - $28.33 $13.1K - $14.7K
12.4K $344K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
44
+ 2.35%
$236.25 - $257.69 $10.4K - $11.3K
1.92K $492K
XLF
Financial Sector Spdr

ETFs
461
+ 6.06%
$51.37 - $54.25 $23.7K - $25K
8.06K $434K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
237
+ 1.69%
$23.82 - $25.84 $5.65K - $6.12K
14.3K $367K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 4.6%
$291.67 - $316.99 $14.6K - $15.8K
1.14K $345K
IWF
Ishares Russell 1000 Gr ETF

ETFs
9
+ 1.7%
$420.11 - $472.68 $3.78K - $4.25K
539 $252K
QCOM
Qualcomm Inc

Technology
6
+ 0.18%
$145.84 - $173.55 $875 - $1.04K
3.39K $563K
MA
Mastercard Inc

Financial Services
4
+ 0.32%
$550.18 - $598.96 $2.2K - $2.4K
1.25K $708K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.11%
$239.12 - $259.95 $239 - $260
889 $230K
AMZN
Amazon Com Inc

Consumer Cyclical
39
+ 0.4%
$211.65 - $238.24 $8.25K - $9.29K
9.86K $2.17M
VZ
Verizon Communications Inc

Communication Services
3
+ 0.04%
$40.84 - $45.06 $123 - $135
7.45K $327K
CSCO
Cisco Systems, Inc.

Technology
100
+ 1.55%
$66.2 - $71.79 $6.62K - $7.18K
6.55K $447K
Genelux Corporation Com
7.95K
+ 8.18%
N/A
105K $0
IBM
International Business Machines Corp

Technology
2
+ 0.15%
$234.77 - $292.47 $470 - $585
1.29K $364K
INTU
Intuit Inc

Technology
13
+ 2.86%
$646.03 - $807.39 $8.4K - $10.5K
467 $318K
KO
Coca Cola CO

Consumer Defensive
95
+ 0.68%
$65.67 - $71.67 $6.24K - $6.81K
14K $930K
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 2.71%
$915.95 - $994.57 $38.5K - $41.8K
1.59K $1.47M
NFLX
Netflix Inc

Communication Services
1
+ 0.19%
$1147.87 - $1297.18 $1.15K - $1.3K
518 $621K
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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