Life Steps Financial, Inc. Reduced Holdings in Q3 2025

Life Steps Financial, Inc.

  • $155 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-25
- 0.34%
$45.38 - $71.7 $1.13K - $1.79K
7.32K $405K
META
Meta Platforms, Inc.

Communication Services
-74
- 7.49%
$695.21 - $791.73 $51.4K - $58.6K
914 $671K
DIS
Walt Disney CO

Communication Services
-142
- 3.51%
$112.25 - $124.0 $15.9K - $17.6K
3.9K $446K
ABT
Abbott Laboratories

Healthcare
-250
- 12.75%
$120.51 - $136.62 $30.1K - $34.2K
1.71K $229K
AMGN
Amgen Inc

Healthcare
-138
- 9.48%
$271.18 - $309.22 $37.4K - $42.7K
1.32K $371K
WMT
Walmart Inc.

Consumer Defensive
-850
- 7.98%
$94.4 - $104.27 $80.2K - $88.6K
9.8K $1.01M
LLY
Eli Lilly & CO

Healthcare
-28
- 7.33%
$625.65 - $812.69 $17.5K - $22.8K
354 $270K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-711
- 9.43%
$61.56 - $66.95 $43.8K - $47.6K
6.83K $456K
V
Visa Inc.

Financial Services
-15
- 1.26%
$332.09 - $358.86 $4.98K - $5.38K
1.18K $401K
EMR
Emerson Electric CO

Industrials
-34
- 0.59%
$128.6 - $149.63 $4.37K - $5.09K
5.75K $754K
AVGO
Broadcom Inc.

Technology
-278
- 19.11%
$264.74 - $369.57 $73.6K - $103K
1.18K $388K
GS
Goldman Sachs Group Inc

Financial Services
-49
- 14.2%
$696.56 - $806.32 $34.1K - $39.5K
296 $235K
PEP
Pepsico Inc

Consumer Defensive
-161
- 6.23%
$133.81 - $152.16 $21.5K - $24.5K
2.42K $340K
Ge Vernova Inc Com
-14
- 3.05%
N/A
445 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
-122
- 0.9%
$27.61 - $29.15 $3.37K - $3.56K
13.4K $390K
UBER
Uber Technologies, Inc

Technology
-130
- 2.14%
$86.91 - $99.57 $11.3K - $12.9K
5.94K $582K
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 2.11%
$303.93 - $329.86 $6.38K - $6.93K
972 $318K
ITW
Illinois Tool Works Inc

Industrials
-76
- 2.78%
$252.31 - $269.41 $19.2K - $20.5K
2.65K $692K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 1.92%
$567.77 - $614.76 $10.8K - $11.7K
969 $593K
WFC
Wells Fargo & Company

Financial Services
-217
- 1.54%
$77.05 - $85.16 $16.7K - $18.5K
13.9K $1.17M
NEE
Nextera Energy Inc

Utilities
-65
- 0.68%
$69.77 - $77.54 $4.54K - $5.04K
9.53K $719K
GE
General Electric CO

Industrials
-34
- 1.95%
$244.75 - $305.63 $8.32K - $10.4K
1.71K $514K
VUG
Vanguard Growth ETF

ETFs
-211
- 4.84%
$433.97 - $484.08 $91.6K - $102K
4.15K $1.99M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.37K
- 6.35%
$98.99 - $112.2 $135K - $153K
20.1K $2.23M
JNJ
Johnson & Johnson

Healthcare
-165
- 3.73%
$155.17 - $185.42 $25.6K - $30.6K
4.26K $789K
HD
Home Depot, Inc.

Consumer Cyclical
-178
- 3.67%
$357.4 - $423.42 $63.6K - $75.4K
4.68K $1.89M
GOOGL
Alphabet Inc.

Communication Services
-192
- 7.59%
$174.36 - $254.72 $33.5K - $48.9K
2.34K $568K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-688
- 0.75%
$28.15 - $30.13 $19.4K - $20.7K
90.9K $2.69M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-21
- 0.56%
$362.31 - $405.74 $7.61K - $8.52K
3.72K $1.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.22K
- 1.84%
$62.09 - $66.51 $75.7K - $81.1K
65.2K $4.26M
CAT
Caterpillar Inc

Industrials
-8
- 0.46%
$390.92 - $477.15 $3.13K - $3.82K
1.74K $828K
USB
Us Bancorp \De\

Financial Services
-34
- 0.07%
$43.94 - $50.41 $1.49K - $1.71K
50.7K $2.45M
GOOG
Alphabet Inc.

Communication Services
-345
- 8.52%
$175.16 - $255.24 $60.4K - $88.1K
3.7K $901K
TSLA
Tesla, Inc.

Consumer Cyclical
-338
- 12.44%
$293.94 - $444.72 $99.4K - $150K
2.38K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
-187
- 1.83%
$282.78 - $316.06 $52.9K - $59.1K
10K $3.17M
MSFT
Microsoft Corp

Technology
-35
- 0.25%
$491.09 - $535.64 $17.2K - $18.7K
13.9K $7.21M
IWM
Ishares Russell 2000 ETF

ETFs
-67
- 0.54%
$214.92 - $244.84 $14.4K - $16.4K
12.2K $2.96M
ABBV
Abb Vie Inc.

Healthcare
-42
- 0.57%
$184.85 - $231.54 $7.76K - $9.72K
7.32K $1.69M
XLK
Technology Sector Spdr

ETFs
-143
- 0.98%
$250.97 - $282.66 $35.9K - $40.4K
14.5K $4.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.95K
- 5.37%
$617.65 - $666.84 $1.21M - $1.3M
34.4K $22.9M
AAPL
Apple Inc.

Technology
-1.01K
- 3.17%
$202.38 - $256.87 $204K - $259K
30.7K $7.83M
NVDA
Nvidia Corp

Technology
-173
- 0.34%
$153.3 - $186.58 $26.5K - $32.3K
50.2K $9.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-814
- 1.97%
$546.99 - $602.2 $445K - $490K
40.5K $24.3M
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
Track This Portfolio

Track Life Steps Financial, Inc. Portfolio

Follow Life Steps Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email