Life Steps Financial, Inc. Portfolio Holdings
Life Steps Financial, Inc.
- $145 Million
- Q2 2025
Life Steps Financial, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $22.8M, Spdr S&P 500 ETF Trust with a value of $22.5M, Nvidia Corp with a value of $7.96M, Microsoft Corp with a value of $6.94M, and Apple Inc. with a value of $6.52M.
Examining the 13F form we can see an increase of $21.9M in the current position value, from $123M to 145M.
Below you can find more details about Life Steps Financial, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
ETFs: $86.4 Million
Technology: $25 Million
Financial Services: $9.67 Million
Consumer Cyclical: $5.47 Million
Consumer Defensive: $4.87 Million
Industrials: $3.89 Million
Healthcare: $3.52 Million
Communication Services: $3.41 Million
Other: $2.69 Million