Life Steps Financial, Inc. Sells in Q2 2025

Life Steps Financial, Inc.

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-364
- 2.83%
$99.93 - $119.04 $36.4K - $43.3K
12.5K $1.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 1.26%
$483.48 - $539.8 $19.8K - $22.1K
3.22K $1.56M
CVX
Chevron Corp

Energy
-114
- 2.36%
$133.73 - $168.51 $15.2K - $19.2K
4.73K $676K
PEP
Pepsico Inc

Consumer Defensive
-518
- 16.69%
$128.02 - $151.37 $66.3K - $78.4K
2.59K $341K
AMGN
Amgen Inc

Healthcare
-207
- 12.45%
$262.28 - $309.85 $54.3K - $64.1K
1.46K $406K
JNJ
Johnson & Johnson

Healthcare
-227
- 4.88%
$146.36 - $159.82 $33.2K - $36.3K
4.42K $675K
VHT
Vanguard Health Care ETF

ETFs
-200
- 18.38%
$236.71 - $261.92 $47.3K - $52.4K
888 $220K
PG
Procter & Gamble CO

Consumer Defensive
-110
- 2.64%
$157.66 - $172.39 $17.3K - $19K
4.05K $645K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-201
- 2.6%
$61.03 - $67.59 $12.3K - $13.6K
7.54K $481K
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 0.41%
$335.24 - $380.78 $6.7K - $7.62K
4.85K $1.78M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-64
- 0.22%
$121.58 - $136.74 $7.78K - $8.75K
29.3K $3.98M
NVO
Novo Nordisk A S

Healthcare
-12
- 0.16%
$58.08 - $81.05 $697 - $973
7.34K $506K
QCOM
Qualcomm Inc

Technology
-11
- 0.32%
$124.66 - $159.48 $1.37K - $1.75K
3.38K $538K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.87K
- 7.13%
$22.27 - $29.21 $41.6K - $54.5K
24.3K $710K
GE
General Electric CO

Industrials
-15
- 0.85%
$166.81 - $257.39 $2.5K - $3.86K
1.75K $449K
META
Meta Platforms, Inc.

Communication Services
-81
- 7.58%
$484.66 - $738.09 $39.3K - $59.8K
988 $729K
UBER
Uber Technologies, Inc

Technology
-58
- 0.95%
$64.62 - $93.3 $3.75K - $5.41K
6.07K $566K
USB
Us Bancorp \De\

Financial Services
-615
- 1.2%
$36.4 - $45.76 $22.4K - $28.1K
50.8K $2.3M
AVGO
Broadcom Inc.

Technology
-140
- 8.78%
$146.29 - $275.65 $20.5K - $38.6K
1.46K $401K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-50
- 1.32%
$273.67 - $366.17 $13.7K - $18.3K
3.74K $1.37M
VUG
Vanguard Growth ETF

ETFs
-50
- 1.13%
$329.49 - $438.4 $16.5K - $21.9K
4.36K $1.91M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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