LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNLX | 118K | $514.81K |
 | USB | 50K | $2.69M |
 | NVDA | 50K | $9.29M |
 | AAPL | 28K | $7.53M |
 | KO | 14K | $994.52K |
 | MSFT | 14K | $6.74M |
 | WFC | 14K | $1.30M |
 | XOM | 13K | $1.51M |
 | AMZN | 10K | $2.38M |
 | JPM | 10K | $3.23M |
 | OXSQ | 10K | $17.60K |
 | WMT | 10K | $1.10M |
 | NEE | 10K | $765.15K |
 | VZ | 7K | $301.00K |
 | ABBV | 7K | $1.67M |
 | NVO | 7K | $372.19K |
 | TSCO | 7K | $348.78K |
 | CSCO | 7K | $504.31K |
 | UBER | 6K | $495.49K |
 | EMR | 6K | $763.14K |
Genelux Corporation
GNLX
Shares Held
118K
Value
$514.81K
U.S. Bancorp
USB
Shares Held
50K
Value
$2.69M
NVIDIA Corporation
NVDA
Shares Held
50K
Value
$9.29M
Apple Inc.
AAPL
Shares Held
28K
Value
$7.53M
The Coca-Cola Company
KO
Shares Held
14K
Value
$994.52K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.74M
Wells Fargo & Company
WFC
Shares Held
14K
Value
$1.30M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.51M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.38M
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.23M
Oxford Square Capital Corp.
OXSQ
Shares Held
10K
Value
$17.60K
Walmart Inc.
WMT
Shares Held
10K
Value
$1.10M
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$765.15K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$301.00K
AbbVie Inc.
ABBV
Shares Held
7K
Value
$1.67M
Novo Nordisk A/S
NVO
Shares Held
7K
Value
$372.19K
Tractor Supply Company
TSCO
Shares Held
7K
Value
$348.78K
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$504.31K
Uber Technologies, Inc.
UBER
Shares Held
6K
Value
$495.49K
Emerson Electric Co.
EMR
Shares Held
6K
Value
$763.14K