LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 5K | $734.21K |
 | HD | 5K | $1.89M |
 | ADP | 4K | $1.25M |
 | JNJ | 4K | $789.25K |
 | PG | 4K | $622.90K |
 | DIS | 4K | $446.56K |
 | GOOG | 4K | $901.87K |
 | QCOM | 3K | $563.96K |
 | BRK-B | 3K | $1.55M |
 | SFBS | 3K | $241.59K |
 | ITW | 3K | $692.01K |
 | SRE | 3K | $230.71K |
 | KMB | 3K | $313.96K |
 | PEP | 2K | $340.45K |
 | TSLA | 2K | $1.06M |
 | GOOGL | 2K | $568.61K |
 | CAT | 2K | $828.33K |
 | ABT | 2K | $229.17K |
 | GE | 2K | $514.70K |
 | ORCL | 2K | $449.22K |
Chevron Corporation
CVX
Shares Held
5K
Value
$734.21K
The Home Depot, Inc.
HD
Shares Held
5K
Value
$1.89M
Automatic Data Processing, Inc.
ADP
Shares Held
4K
Value
$1.25M
Johnson & Johnson
JNJ
Shares Held
4K
Value
$789.25K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$622.90K
The Walt Disney Company
DIS
Shares Held
4K
Value
$446.56K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$901.87K
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$563.96K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.55M
ServisFirst Bancshares, Inc.
SFBS
Shares Held
3K
Value
$241.59K
Illinois Tool Works Inc.
ITW
Shares Held
3K
Value
$692.01K
Sempra
SRE
Shares Held
3K
Value
$230.71K
Kimberly-Clark Corporation
KMB
Shares Held
3K
Value
$313.96K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$340.45K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$1.06M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$568.61K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$828.33K
Abbott Laboratories
ABT
Shares Held
2K
Value
$229.17K
GE Aerospace
GE
Shares Held
2K
Value
$514.70K
Oracle Corporation
ORCL
Shares Held
2K
Value
$449.22K