LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNLX | 105K | $441.72K |
 | USB | 51K | $2.45M |
 | NVDA | 50K | $9.37M |
 | AAPL | 31K | $7.83M |
 | KO | 14K | $930.14K |
 | MSFT | 14K | $7.21M |
 | WFC | 14K | $1.17M |
 | XOM | 13K | $1.41M |
 | JPM | 10K | $3.17M |
 | OXSQ | 10K | $15.90K |
 | AMZN | 10K | $2.17M |
 | WMT | 10K | $1.01M |
 | NEE | 10K | $719.50K |
 | VZ | 7K | $327.40K |
 | ABBV | 7K | $1.69M |
 | NVO | 7K | $405.91K |
 | TSCO | 7K | $399.54K |
 | CSCO | 7K | $447.95K |
 | UBER | 6K | $582.33K |
 | EMR | 6K | $754.28K |
Genelux Corporation
GNLX
Shares Held
105K
Value
$441.72K
U.S. Bancorp
USB
Shares Held
51K
Value
$2.45M
NVIDIA Corporation
NVDA
Shares Held
50K
Value
$9.37M
Apple Inc.
AAPL
Shares Held
31K
Value
$7.83M
The Coca-Cola Company
KO
Shares Held
14K
Value
$930.14K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.21M
Wells Fargo & Company
WFC
Shares Held
14K
Value
$1.17M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.41M
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.17M
Oxford Square Capital Corp.
OXSQ
Shares Held
10K
Value
$15.90K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.17M
Walmart Inc.
WMT
Shares Held
10K
Value
$1.01M
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$719.50K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$327.40K
AbbVie Inc.
ABBV
Shares Held
7K
Value
$1.69M
Novo Nordisk A/S
NVO
Shares Held
7K
Value
$405.91K
Tractor Supply Company
TSCO
Shares Held
7K
Value
$399.54K
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$447.95K
Uber Technologies, Inc.
UBER
Shares Held
6K
Value
$582.33K
Emerson Electric Co.
EMR
Shares Held
6K
Value
$754.28K