Life Steps Financial, Inc. Reduced Holdings in Q1 2025

Life Steps Financial, Inc.

  • $123 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.1K
- 9.05%
$209.68 - $247.1 $650K - $766K
31.2K $6.93M
NVDA
Nvidia Corp

Technology
-1.13K
- 2.31%
$106.98 - $149.43 $121K - $169K
48K $5.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-184
- 0.61%
$551.42 - $612.93 $101K - $113K
30.2K $16.9M
MSFT
Microsoft Corp

Technology
-481
- 3.39%
$375.39 - $447.2 $181K - $215K
13.7K $5.14M
VUG
Vanguard Growth ETF

ETFs
-643
- 12.73%
$369.1 - $427.61 $237K - $275K
4.41K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-566
- 5.55%
$190.26 - $242.06 $108K - $137K
9.63K $1.83M
XLK
Technology Sector Spdr

ETFs
-33
- 0.23%
$206.38 - $242.18 $6.81K - $7.99K
14.6K $3.02M
TSLA
Tesla, Inc.

Consumer Cyclical
-63
- 2.58%
$222.15 - $428.22 $14K - $27K
2.38K $617K
IWM
Ishares Russell 2000 ETF

ETFs
-143
- 1.16%
$198.1 - $229.79 $28.3K - $32.9K
12.2K $2.44M
USB
Us Bancorp \De\

Financial Services
-46
- 0.09%
$40.92 - $50.9 $1.88K - $2.34K
51.4K $2.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
-736
- 6.27%
$92.45 - $106.69 $68K - $78.5K
11K $1.02M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-32
- 0.84%
$307.43 - $357.48 $9.84K - $11.4K
3.79K $1.17M
GOOGL
Alphabet Inc.

Communication Services
-294
- 12.2%
$154.33 - $206.19 $45.4K - $60.6K
2.12K $327K
NVO
Novo Nordisk A S

Healthcare
-34
- 0.46%
$69.3 - $90.95 $2.36K - $3.09K
7.35K $510K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.01K
- 3.71%
$24.91 - $29.02 $25.1K - $29.3K
26.2K $655K
PEP
Pepsico Inc

Consumer Defensive
-594
- 16.07%
$142.64 - $156.42 $84.7K - $92.9K
3.1K $465K
EMR
Emerson Electric CO

Industrials
-46
- 0.79%
$108.64 - $131.17 $5K - $6.03K
5.75K $630K
CAT
Caterpillar Inc

Industrials
-45
- 2.53%
$326.75 - $407.63 $14.7K - $18.3K
1.73K $571K
DIS
Walt Disney CO

Communication Services
-192
- 4.77%
$96.87 - $114.0 $18.6K - $21.9K
3.84K $378K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-752
- 2.47%
$126.11 - $135.06 $94.8K - $102K
29.6K $3.82M
ORCL
Oracle Corp

Technology
-50
- 3.07%
$139.81 - $186.47 $6.99K - $9.32K
1.58K $220K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-923
- 8.69%
$23.16 - $27.04 $21.4K - $25K
9.7K $227K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26
- 0.67%
$102.49 - $119.96 $2.66K - $3.12K
3.85K $402K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-166
- 8.13%
$196.12 - $229.48 $32.6K - $38.1K
1.88K $379K
LLY
Eli Lilly & CO

Healthcare
-58
- 16.62%
$725.72 - $929.72 $42.1K - $53.9K
291 $240K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-660
- 6.65%
$21.75 - $24.28 $14.4K - $16K
9.26K $204K
NEE
Nextera Energy Inc

Utilities
-86
- 0.91%
$66.96 - $76.16 $5.76K - $6.55K
9.42K $667K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-531
- 3.57%
$25.77 - $27.6 $13.7K - $14.7K
14.4K $381K
Genelux Corporation Com
-1.38K
- 1.58%
N/A
85.6K $0
PG
Procter & Gamble CO

Consumer Defensive
-61
- 1.44%
$158.56 - $176.26 $9.67K - $10.8K
4.16K $709K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-183
- 2.31%
$65.44 - $70.64 $12K - $12.9K
7.74K $528K
MCD
Mcdonalds Corp

Consumer Cyclical
-47
- 4.25%
$279.74 - $321.29 $13.1K - $15.1K
1.06K $330K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4
- 0.07%
$87.68 - $94.52 $351 - $378
6.04K $565K
VZ
Verizon Communications Inc

Communication Services
-147
- 1.94%
$37.81 - $46.49 $5.56K - $6.83K
7.44K $337K
AMGN
Amgen Inc

Healthcare
-181
- 9.82%
$258.59 - $327.36 $46.8K - $59.3K
1.66K $517K
JPM
Jpmorgan Chase & CO

Financial Services
-72
- 0.72%
$225.19 - $279.95 $16.2K - $20.2K
9.99K $2.45M
GE
General Electric CO

Industrials
-46
- 2.55%
$168.59 - $212.13 $7.76K - $9.76K
1.76K $352K
JNJ
Johnson & Johnson

Healthcare
-90
- 1.9%
$142.06 - $167.7 $12.8K - $15.1K
4.65K $770K
XOM
Exxon Mobil Corp

Energy
-166
- 1.28%
$105.44 - $118.93 $17.5K - $19.7K
12.8K $1.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-76
- 2.28%
$442.66 - $534.52 $33.6K - $40.6K
3.26K $1.74M
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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