Stock Taper 
LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Trade Desk, Inc. | TTD | 220 | $3.98K |
 American Express Company | AXP | 218 | $73.74K |
 Philip Morris International Inc. | PM | 216 | $39.08K |
 Bank of America Corporation | BAC-PL | 214 | $268.31K |
 UnitedHealth Group Incorporated | UNH | 209 | $86.87K |
 Medtronic plc | MDT | 204 | $15.96K |
 CVS Health Corp. | CVS | 200 | $20.69K |
 Halliburton Company | HAL | 200 | $6.79K |
 Fresenius Medical Care AG & Co. KGaA | FMS | 200 | $4.52K |
 Ionis Pharmaceuticals, Inc. | IONS | 200 | $15.86K |
 NRG Energy, Inc. | NRG | 200 | $29.21K |
 Energy Transfer LP | ET | 200 | $3.82K |
 Devon Energy Corporation | DVN | 200 | $8.26K |
 PPG Industries, Inc. | PPG | 200 | $24.26K |
 Marriott International, Inc. | MAR | 199 | $73.75K |
 Fifth Third Bancorp | FITB | 198 | $11.16K |
 Analog Devices, Inc. | ADI | 197 | $78.24K |
 United Parcel Service, Inc. | UPS | 196 | $21.07K |
 Salesforce, Inc. | CRM | 196 | $30.7K |
 Sterling Infrastructure, Inc. | STRL | 196 | $164.51K |