LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COST | 2K | $1.47M |
 | AMGN | 1K | $371.66K |
 | IBM | 1K | $364.82K |
 | MA | 1K | $707.92K |
 | AVGO | 1K | $388.30K |
 | V | 1K | $401.12K |
 | MCD | 1K | $345.72K |
 | AMAT | 1K | $229.31K |
 | BA | 1K | $226.84K |
 | META | 914 | $671.22K |
 | NFLX | 518 | $621.04K |
 | ASML | 475 | $459.84K |
 | INTU | 467 | $318.92K |
 | GEV | 445 | $273.63K |
 | LLY | 354 | $270.10K |
 | GS | 296 | $235.72K |
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.47M
Amgen Inc.
AMGN
Shares Held
1K
Value
$371.66K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$364.82K
Mastercard Incorporated
MA
Shares Held
1K
Value
$707.92K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$388.30K
Visa Inc.
V
Shares Held
1K
Value
$401.12K
McDonald's Corporation
MCD
Shares Held
1K
Value
$345.72K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$229.31K
The Boeing Company
BA
Shares Held
1K
Value
$226.84K
Meta Platforms, Inc.
META
Shares Held
914
Value
$671.22K
Netflix, Inc.
NFLX
Shares Held
518
Value
$621.04K
ASML Holding N.V.
ASML
Shares Held
475
Value
$459.84K
Intuit Inc.
INTU
Shares Held
467
Value
$318.92K
GE Vernova Inc.
GEV
Shares Held
445
Value
$273.63K
Eli Lilly and Company
LLY
Shares Held
354
Value
$270.10K
The Goldman Sachs Group, Inc.
GS
Shares Held
296
Value
$235.72K