Life Steps Financial, Inc. Purchases and Sells in Q3 2024

Life Steps Financial, Inc.

$128 Million
Q3 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	12 + 0.04%	$207.23 - $234.82 $2.49K - $2.82K	33K $7.68M
VTV	30 + 0.19%	$159.75 - $174.57 $4.79K - $5.24K	15.4K $2.7M
NVDA	2.63K + 5.18%	$98.91 - $134.91 $260K - $354K	53.3K $6.48M
ABBV	95 + 1.3%	$163.84 - $199.33 $15.6K - $18.9K	7.42K $1.47M
AMGN	509 + 39.83%	$309.38 - $337.38 $157K - $172K	1.79K $575K
SCHD	328 + 1.57%	$77.02 - $85.06 $25.3K - $27.9K	21.2K $1.79M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SFBS	3K New	$60.39 - $86.36 $181K - $259K	3K $241K
ABT	1.92K New	$100.07 - $118.13 $192K - $227K	1.92K $219K
DIA	510 New	$386.81 - $423.12 $197K - $216K	510 $215K
SRE	2.56K New	$74.97 - $84.04 $192K - $215K	2.56K $214K
PHM	1.45K New	$103.95 - $144.98 $150K - $210K	1.45K $207K
NFLX	291 New	$598.55 - $722.26 $174K - $210K	291 $206K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIS	-374 - 7.84%	$85.6 - $98.61 $32K - $36.9K	4.4K $423K
EMR	-270 - 4.45%	$98.19 - $118.87 $26.5K - $32.1K	5.8K $633K
MCD	-296 - 20.92%	$245.82 - $304.51 $72.8K - $90.1K	1.12K $340K
IJR	-611 - 11.99%	$105.53 - $118.34 $64.5K - $72.3K	4.49K $524K
XLK	-2 - 0.01%	$197.34 - $237.68 $395 - $475	15.4K $3.48M
XLF	-600 - 7.87%	$40.84 - $45.74 $24.5K - $27.4K	7.02K $318K

Activity Summary All Purchases 33 New Holdings 7 Increased Positions 26 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.