Life Steps Financial, Inc. Portfolio Holdings
Life Steps Financial, Inc.
- $123 Million
- Q1 2025
Life Steps Financial, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Million distributed in 82 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 $18M, Spdr S&P 500 ETF Trust with a value of $16.9M, Apple Inc. with a value of $6.93M, Nvidia Corp with a value of $5.2M, and Microsoft Corp with a value of $5.14M.
Examining the 13F form we can see an decrease of $7.06M in the current position value, from $130M to 123M.
Below you can find more details about Life Steps Financial, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
ETFs: $71.5 Million
Technology: $20 Million
Financial Services: $8.73 Million
Consumer Cyclical: $4.9 Million
Consumer Defensive: $4.71 Million
Healthcare: $4.1 Million
Industrials: $3.53 Million
Communication Services: $2.51 Million
Other: $3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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