LifeSteps Financial
Latest statistics and disclosures from LifeSteps Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, AAPL, MSFT, IJH, and represent 38.12% of LifeSteps Financial's stock portfolio.
- Added to shares of these 10 stocks: IJH, WMT, LLY, AMAT, LRCX, DIA, IYT, NOC, IVOO, PFE.
- Started 359 new stock positions in DKNG, RACE, ALTM, IR, SCHF, VO, BANC, IYW, TXN, TFC.
- Reduced shares in these 10 stocks: AAPL, SPY, IWM, MGK, SCHG, QDF, JPM, VTV, CVX, SCHD.
- LifeSteps Financial was a net buyer of stock by $14M.
- LifeSteps Financial has $133M in assets under management (AUM), dropping by 17.53%.
- Central Index Key (CIK): 0001801373
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Portfolio Holdings for LifeSteps Financial
LifeSteps Financial holds 441 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Trust Series I Etf (QQQ) | 13.5 | $18M | 40k | 444.01 |
|
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| Spdr S&p 500 Etf Trust Etf (SPY) | 12.4 | $17M | 32k | 523.08 |
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| Apple Stock (AAPL) | 4.4 | $5.8M | -5% | 34k | 171.48 |
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| Microsoft Corp Stock (MSFT) | 4.4 | $5.8M | 14k | 420.71 |
|
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 3.5 | $4.6M | +383% | 76k | 60.74 |
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| Spdr S&p Dividend Etf Etf (SDY) | 3.3 | $4.4M | 34k | 131.24 |
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| Nvidia Corporation Stock (NVDA) | 3.2 | $4.2M | 4.7k | 903.60 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 3.0 | $3.9M | 33k | 120.99 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 2.5 | $3.3M | 16k | 208.27 |
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| Ishares Russell 2000 Etf Etf (IWM) | 2.2 | $2.9M | -7% | 14k | 210.30 |
|
| Vanguard Value Etf Etf (VTV) | 1.9 | $2.5M | 16k | 162.86 |
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| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 1.7 | $2.3M | 22k | 102.76 |
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| Us Bancorp Del Stock (USB) | 1.7 | $2.3M | 51k | 44.70 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 1.6 | $2.1M | 26k | 80.63 |
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| Schwab U.s. Mid-cap Etf Etf (SCHM) | 1.5 | $2.0M | 25k | 81.43 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.5 | $2.0M | -2% | 10k | 200.31 |
|
| Home Depot Stock (HD) | 1.4 | $1.9M | 4.9k | 383.63 |
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| Vanguard Growth Etf Etf (VUG) | 1.4 | $1.8M | 5.3k | 344.22 |
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| Amazon Stock (AMZN) | 1.3 | $1.8M | 9.7k | 180.38 |
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| Exxon Mobil Corp Stock (XOM) | 1.1 | $1.5M | 13k | 116.24 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.1 | $1.4M | 3.4k | 420.52 |
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| Abbvie Stock (ABBV) | 1.0 | $1.3M | 7.4k | 182.10 |
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| Cvb Finl Corp Stock (CVBF) | 0.9 | $1.2M | 70k | 17.84 |
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|
| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.8 | $1.1M | -7% | 3.9k | 286.59 |
|
| Automatic Data Processing Stock (ADP) | 0.8 | $1.1M | 4.3k | 249.75 |
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| Costco Whsl Corp Stock (COST) | 0.8 | $1.1M | 1.4k | 732.40 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.7 | $994k | 12k | 84.44 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $952k | 7.4k | 128.40 |
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| Wells Fargo Stock (WFC) | 0.6 | $835k | 14k | 57.96 |
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| Johnson & Johnson Stock (JNJ) | 0.6 | $832k | -2% | 5.3k | 158.19 |
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| Coca Cola Stock (KO) | 0.6 | $823k | 13k | 61.18 |
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| Chevron Corp Stock (CVX) | 0.6 | $809k | -3% | 5.1k | 157.73 |
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| Procter And Gamble Stock (PG) | 0.6 | $733k | -3% | 4.5k | 162.26 |
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| Illinois Tool Wks Stock (ITW) | 0.6 | $730k | 2.7k | 268.29 |
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| Emerson Elec Stock (EMR) | 0.5 | $703k | 6.2k | 113.42 |
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| Pepsico Stock (PEP) | 0.5 | $701k | -2% | 4.0k | 175.02 |
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| Caterpillar Stock (CAT) | 0.5 | $652k | 1.8k | 366.43 |
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| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.5 | $643k | -10% | 6.9k | 92.72 |
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| Fidelity Msci Health Care Index Etf Etf (FHLC) | 0.5 | $617k | 8.8k | 69.77 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.5 | $615k | 1.3k | 481.56 |
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| Nextera Energy Stock (NEE) | 0.5 | $612k | 9.6k | 63.91 |
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| Disney Walt Stock (DIS) | 0.4 | $584k | +2% | 4.8k | 122.36 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.4 | $563k | 5.1k | 110.52 |
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| Qualcomm Stock (QCOM) | 0.4 | $557k | 3.3k | 169.30 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $526k | 3.5k | 152.26 |
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| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.4 | $511k | 6.1k | 83.58 |
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| Walmart Stock (WMT) | 0.4 | $478k | +203% | 7.9k | 60.17 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.4 | $466k | 969.00 | 480.70 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.3 | $458k | 472.00 | 970.47 |
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| Tesla Stock (TSLA) | 0.3 | $405k | -3% | 2.3k | 175.79 |
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| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.3 | $405k | 2.2k | 187.35 |
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| Meta Platforms Inc Cl A Stock (META) | 0.3 | $403k | 830.00 | 485.58 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $399k | 1.4k | 281.88 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.3 | $386k | -6% | 5.1k | 75.97 |
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| Amgen Stock (AMGN) | 0.3 | $378k | +3% | 1.3k | 284.32 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $362k | 2.4k | 150.93 |
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| Vanguard Health Care Etf Etf (VHT) | 0.3 | $351k | 1.3k | 270.50 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $330k | 627.00 | 525.73 |
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| Kimberly-clark Corp Stock (KMB) | 0.2 | $327k | 2.5k | 129.35 |
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| Financial Select Sector Spdr Fund Etf (XLF) | 0.2 | $326k | -4% | 7.7k | 42.12 |
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| Ge Aerospace Stock (GE) | 0.2 | $317k | 1.8k | 175.53 |
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| Verizon Communications Stock (VZ) | 0.2 | $312k | 7.4k | 41.96 |
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| Cisco Sys Stock (CSCO) | 0.2 | $303k | 6.1k | 49.91 |
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| Intuit Stock (INTU) | 0.2 | $295k | 454.00 | 650.00 |
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| Genelux Corporation Stock (GNLX) | 0.2 | $285k | +26% | 44k | 6.43 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $280k | -7% | 1.0k | 279.08 |
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| Sempra Stock (SRE) | 0.2 | $268k | 3.7k | 71.83 |
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| Broadcom Stock (AVGO) | 0.2 | $261k | 197.00 | 1325.41 |
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| Unitedhealth Group Stock (UNH) | 0.2 | $260k | 526.00 | 494.70 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.2 | $259k | 5.3k | 49.24 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $255k | +5% | 4.2k | 61.04 |
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| Tractor Supply Stock (TSCO) | 0.2 | $251k | 957.00 | 261.85 |
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| International Business Machs Stock (IBM) | 0.2 | $244k | 1.3k | 190.90 |
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| Edison Intl Stock (EIX) | 0.2 | $237k | 3.3k | 70.74 |
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| Eli Lilly & Co Stock (LLY) | 0.2 | $233k | NEW | 299.00 | 777.96 |
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| Applied Matls Stock (AMAT) | 0.2 | $231k | NEW | 1.1k | 206.23 |
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| Lockheed Martin Corp Stock (LMT) | 0.2 | $221k | 485.00 | 455.11 |
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| Abbott Labs Stock (ABT) | 0.2 | $218k | 1.9k | 113.66 |
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| Flexshares Quality Dividend Index Fund Flexshares Quality Dividend Index Fu Etf (QDF) | 0.2 | $218k | -24% | 3.3k | 65.91 |
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| Servisfirst Bancshares Stock (SFBS) | 0.2 | $212k | 3.2k | 66.36 |
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| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.2 | $212k | -6% | 3.4k | 62.06 |
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| Lam Research Corp Stock (LRCX) | 0.2 | $203k | NEW | 209.00 | 971.57 |
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| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.2 | $203k | NEW | 510.00 | 397.76 |
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| Boeing Stock (BA) | 0.1 | $190k | +11% | 986.00 | 192.99 |
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| Ishares Us Transportation Etf Etf (IYT) | 0.1 | $187k | NEW | 2.7k | 70.40 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $183k | NEW | 382.00 | 478.66 |
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| Vanguard S&p Mid-cap 400 Etf Etf (IVOO) | 0.1 | $177k | NEW | 1.7k | 103.01 |
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| Pfizer Stock (PFE) | 0.1 | $175k | NEW | 6.3k | 27.75 |
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| Pulte Group Stock (PHM) | 0.1 | $175k | NEW | 1.4k | 120.66 |
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| Vanguard Extended Market Etf Etf (VXF) | 0.1 | $168k | NEW | 956.00 | 175.27 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $160k | NEW | 750.00 | 213.15 |
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| Netflix Stock (NFLX) | 0.1 | $159k | NEW | 261.00 | 607.33 |
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| Vanguard Materials Etf Etf (VAW) | 0.1 | $154k | NEW | 753.00 | 204.43 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $150k | NEW | 520.00 | 288.03 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $142k | NEW | 2.0k | 70.00 |
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| Bank America Corp Stock (BAC) | 0.1 | $131k | NEW | 3.5k | 37.92 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $131k | NEW | 389.00 | 337.05 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $131k | NEW | 881.00 | 148.63 |
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| Ford Mtr Co Del Stock (F) | 0.1 | $128k | NEW | 9.6k | 13.28 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $126k | NEW | 673.00 | 186.81 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $120k | NEW | 373.00 | 320.59 |
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| Old Dominion Freight Line Stock (ODFL) | 0.1 | $118k | NEW | 540.00 | 219.31 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $117k | NEW | 1.2k | 96.71 |
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| Honeywell Intl Stock (HON) | 0.1 | $114k | NEW | 556.00 | 205.42 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $112k | NEW | 2.7k | 41.78 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $109k | NEW | 881.00 | 123.18 |
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| Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) | 0.1 | $108k | NEW | 90.00 | 1194.93 |
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| Edwards Lifesciences Corp Stock (EW) | 0.1 | $106k | NEW | 1.1k | 95.56 |
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| General Dynamics Corp Stock (GD) | 0.1 | $105k | NEW | 372.00 | 282.49 |
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| Merck & Co Stock (MRK) | 0.1 | $102k | NEW | 775.00 | 131.95 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $96k | NEW | 1.1k | 91.39 |
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| Rtx Corporation Stock (RTX) | 0.1 | $95k | NEW | 970.00 | 97.53 |
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| Consolidated Edison Stock (ED) | 0.1 | $94k | NEW | 1.0k | 90.84 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $85k | NEW | 467.00 | 182.79 |
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| Shopify Inc Cl A Stock (SHOP) | 0.1 | $83k | NEW | 1.1k | 77.17 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $83k | NEW | 1.5k | 54.23 |
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| Nuveen Pfd & Income Opportunit Cef (JPC) | 0.1 | $83k | 12k | 7.19 |
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| Oracle Corp Stock (ORCL) | 0.1 | $83k | NEW | 658.00 | 125.67 |
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| Trane Technologies Stock (TT) | 0.1 | $80k | NEW | 265.00 | 300.20 |
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| Southwest Airls Stock (LUV) | 0.1 | $79k | NEW | 2.7k | 29.19 |
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| Ferrari N V Stock (RACE) | 0.1 | $79k | NEW | 180.00 | 435.94 |
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| Lowes Cos Stock (LOW) | 0.1 | $78k | NEW | 306.00 | 254.81 |
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| Salesforce Stock (CRM) | 0.1 | $76k | NEW | 253.00 | 301.18 |
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| Unilever Adr (UL) | 0.1 | $76k | NEW | 1.5k | 50.19 |
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| Universal Hlth Svcs Inc Cl B Stock (UHS) | 0.1 | $73k | NEW | 400.00 | 182.46 |
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| Schwab U.s. Reit Etf Etf (SCHH) | 0.1 | $73k | NEW | 3.6k | 20.30 |
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| Cummins Stock (CMI) | 0.1 | $72k | NEW | 243.00 | 294.65 |
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| Cardinal Health Stock (CAH) | 0.1 | $71k | NEW | 637.00 | 111.90 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $71k | NEW | 393.00 | 180.49 |
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| Ishares U.s. Technology Etf Etf (IYW) | 0.1 | $70k | NEW | 520.00 | 135.06 |
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| Pinnacle West Cap Corp Stock (PNW) | 0.1 | $69k | NEW | 916.00 | 74.73 |
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| Williams Cos Stock (WMB) | 0.1 | $68k | NEW | 1.7k | 38.97 |
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| Dominion Energy Stock (D) | 0.1 | $67k | NEW | 1.4k | 49.19 |
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| Alaska Air Group Stock (ALK) | 0.0 | $65k | NEW | 1.5k | 42.99 |
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| Blackstone Stock (BX) | 0.0 | $64k | NEW | 487.00 | 131.37 |
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| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.0 | $63k | NEW | 1.4k | 46.00 |
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| Schwab International Equity Etf Etf (SCHF) | 0.0 | $62k | NEW | 1.6k | 39.02 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $62k | NEW | 247.00 | 252.31 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $62k | NEW | 1.1k | 58.65 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $62k | NEW | 248.00 | 249.76 |
|
| Enterprise Prods Partners Stock (EPD) | 0.0 | $62k | NEW | 2.1k | 29.18 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $62k | NEW | 237.00 | 259.90 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $61k | NEW | 1.0k | 60.30 |
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| Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.0 | $60k | NEW | 1.5k | 40.90 |
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| Banc Of California Stock (BANC) | 0.0 | $60k | NEW | 3.9k | 15.21 |
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| Morgan Stanley Stock (MS) | 0.0 | $59k | NEW | 621.00 | 94.16 |
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| Target Corp Stock (TGT) | 0.0 | $56k | NEW | 317.00 | 177.30 |
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| At&t Stock (T) | 0.0 | $56k | NEW | 3.2k | 17.60 |
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| Devon Energy Corp Stock (DVN) | 0.0 | $55k | NEW | 1.1k | 50.18 |
|
| Industrial Select Sector Spdr Fund Etf (XLI) | 0.0 | $52k | NEW | 410.00 | 125.96 |
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| American Express Stock (AXP) | 0.0 | $51k | NEW | 225.00 | 227.69 |
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $51k | NEW | 542.00 | 94.41 |
|
| Nucor Corp Stock (NUE) | 0.0 | $51k | NEW | 255.00 | 197.90 |
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| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $48k | NEW | 448.00 | 107.60 |
|
| Travelers Companies Stock (TRV) | 0.0 | $48k | NEW | 209.00 | 230.14 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.0 | $48k | NEW | 208.00 | 228.59 |
|
| Adobe Stock (ADBE) | 0.0 | $47k | NEW | 94.00 | 504.60 |
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| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $47k | NEW | 542.00 | 86.48 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $46k | NEW | 280.00 | 164.96 |
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| Canadian Nat Res Stock (CNQ) | 0.0 | $46k | NEW | 600.00 | 76.32 |
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| National Fuel Gas Stock (NFG) | 0.0 | $46k | NEW | 850.00 | 53.72 |
|
| Intel Corp Stock (INTC) | 0.0 | $45k | NEW | 1.0k | 44.18 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $45k | NEW | 40.00 | 1128.88 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $45k | NEW | 418.00 | 107.41 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $44k | NEW | 879.00 | 50.17 |
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.0 | $44k | NEW | 711.00 | 61.53 |
|
| Mueller Inds Stock (MLI) | 0.0 | $43k | NEW | 800.00 | 53.93 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $42k | NEW | 460.00 | 90.91 |
|
| Dimensional International Value Etf Etf (DFIV) | 0.0 | $41k | NEW | 1.1k | 36.75 |
|
| Carrier Global Corporation Stock (CARR) | 0.0 | $41k | NEW | 703.00 | 58.13 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $41k | NEW | 255.00 | 158.81 |
|
| Fidelity High Dividend Etf Etf (FDVV) | 0.0 | $39k | NEW | 870.00 | 45.31 |
|
| Analog Devices Stock (ADI) | 0.0 | $39k | NEW | 197.00 | 197.79 |
|
| Eog Res Stock (EOG) | 0.0 | $38k | NEW | 300.00 | 127.84 |
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $38k | NEW | 303.00 | 125.33 |
|
| Viking Therapeutics Stock (VKTX) | 0.0 | $37k | NEW | 451.00 | 82.00 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $37k | NEW | 192.00 | 191.88 |
|
| Main Str Cap Corp Cef (MAIN) | 0.0 | $35k | NEW | 729.00 | 47.33 |
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $34k | NEW | 526.00 | 65.01 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $33k | NEW | 80.00 | 417.69 |
|
| Hca Healthcare Stock (HCA) | 0.0 | $33k | NEW | 100.00 | 333.53 |
|
| Atkore Stock (ATKR) | 0.0 | $33k | NEW | 175.00 | 190.36 |
|
| Rio Tinto Adr (RIO) | 0.0 | $33k | NEW | 523.00 | 63.69 |
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $33k | NEW | 730.00 | 45.41 |
|
| Ishares Global Tech Etf Etf (IXN) | 0.0 | $33k | NEW | 438.00 | 74.81 |
|
| Corteva Stock (CTVA) | 0.0 | $33k | NEW | 567.00 | 57.70 |
|
| Broadridge Finl Solutions Stock (BR) | 0.0 | $32k | NEW | 155.00 | 204.86 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $31k | NEW | 126.00 | 245.93 |
|
| Ishares U.s. Healthcare Etf Etf (IYH) | 0.0 | $31k | NEW | 500.00 | 61.90 |
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $31k | NEW | 311.00 | 99.27 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $31k | NEW | 53.00 | 581.21 |
|
| Nrg Energy Stock (NRG) | 0.0 | $31k | NEW | 451.00 | 67.69 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $30k | NEW | 122.00 | 247.77 |
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| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $30k | NEW | 500.00 | 60.38 |
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| Ppg Inds Stock (PPG) | 0.0 | $29k | NEW | 200.00 | 144.90 |
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| Fidelity International Multifactor Etf Etf (FDEV) | 0.0 | $28k | NEW | 1.0k | 27.51 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $28k | NEW | 367.00 | 76.67 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.0 | $27k | NEW | 471.00 | 58.06 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $27k | NEW | 200.00 | 136.05 |
|
| Vanguard Consumer Staples Etf Etf (VDC) | 0.0 | $27k | NEW | 132.00 | 204.14 |
|
| Medtronic Stock (MDT) | 0.0 | $27k | NEW | 307.00 | 87.15 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.0 | $27k | NEW | 256.00 | 103.79 |
|
| Nuveen S&p 500 Buy-write Incom Cef (BXMX) | 0.0 | $27k | NEW | 2.0k | 13.23 |
|
| Steel Dynamics Stock (STLD) | 0.0 | $26k | NEW | 175.00 | 148.23 |
|
| Oneok Stock (OKE) | 0.0 | $26k | NEW | 322.00 | 80.17 |
|
| Wisdomtree U.s. Midcap Dividend Fund Etf (DON) | 0.0 | $26k | NEW | 527.00 | 48.77 |
|
| General Mtrs Stock (GM) | 0.0 | $25k | NEW | 556.00 | 45.35 |
|
| Louisiana Pac Corp Stock (LPX) | 0.0 | $25k | NEW | 300.00 | 83.91 |
|
| Eaton Corp Stock (ETN) | 0.0 | $25k | NEW | 80.00 | 312.68 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.0 | $25k | NEW | 292.00 | 84.09 |
|
| Ishares U.s. Infrastructure Etf Etf (IFRA) | 0.0 | $25k | NEW | 565.00 | 43.36 |
|
| Lexicon Pharmaceuticals Stock (LXRX) | 0.0 | $24k | 10k | 2.40 |
|
|
| 3M Stock (MMM) | 0.0 | $24k | NEW | 226.00 | 106.07 |
|
| Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST) | 0.0 | $24k | NEW | 470.00 | 50.45 |
|
| American Tower Corp Reit (AMT) | 0.0 | $24k | NEW | 120.00 | 197.59 |
|
| Truist Finl Corp Stock (TFC) | 0.0 | $23k | NEW | 600.00 | 38.98 |
|
| Uber Technologies Stock (UBER) | 0.0 | $23k | NEW | 300.00 | 76.99 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $23k | NEW | 175.00 | 131.74 |
|
| Servicenow Stock (NOW) | 0.0 | $23k | NEW | 30.00 | 762.40 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $23k | NEW | 242.00 | 93.98 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $22k | NEW | 95.00 | 235.79 |
|
| Fortune Brands Innovations Stock (FBIN) | 0.0 | $22k | NEW | 264.00 | 84.67 |
|
| Fidelity Enhanced Mid Cap Etf Etf (FMDE) | 0.0 | $22k | NEW | 721.00 | 30.54 |
|
| Kroger Stock (KR) | 0.0 | $22k | NEW | 380.00 | 57.13 |
|
| Dow Stock (DOW) | 0.0 | $21k | NEW | 367.00 | 57.93 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $21k | NEW | 72.00 | 284.12 |
|
| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $20k | NEW | 82.00 | 247.41 |
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $20k | NEW | 150.00 | 131.71 |
|
| Baxter Intl Stock (BAX) | 0.0 | $19k | NEW | 455.00 | 42.74 |
|
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $19k | NEW | 220.00 | 87.42 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $19k | NEW | 53.00 | 357.87 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $19k | NEW | 69.00 | 270.80 |
|
| Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.0 | $19k | NEW | 500.00 | 37.23 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 0.0 | $19k | NEW | 255.00 | 72.63 |
|
| Tjx Cos Stock (TJX) | 0.0 | $18k | NEW | 180.00 | 101.42 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $18k | NEW | 70.00 | 254.87 |
|
| Chesapeake Energy Corp Stock (CHK) | 0.0 | $18k | NEW | 200.00 | 88.83 |
|
| Commercial Metals Stock (CMC) | 0.0 | $18k | NEW | 300.00 | 58.77 |
|
| Conocophillips Stock (COP) | 0.0 | $18k | NEW | 137.00 | 127.46 |
|
| Air Prods & Chems Stock (APD) | 0.0 | $17k | NEW | 72.00 | 242.26 |
|
| Texas Instrs Stock (TXN) | 0.0 | $17k | NEW | 100.00 | 174.21 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $17k | NEW | 33.00 | 524.33 |
|
| Allstate Corp Stock (ALL) | 0.0 | $17k | NEW | 100.00 | 173.01 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $17k | NEW | 109.00 | 155.91 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $17k | NEW | 212.00 | 79.76 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $17k | NEW | 922.00 | 18.34 |
|
| General Mls Stock (GIS) | 0.0 | $17k | NEW | 240.00 | 69.97 |
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $17k | NEW | 1.5k | 10.95 |
|
| Phillips 66 Stock (PSX) | 0.0 | $16k | NEW | 100.00 | 163.34 |
|
| Moderna Stock (MRNA) | 0.0 | $16k | NEW | 152.00 | 106.56 |
|
| Cheniere Energy Stock (LNG) | 0.0 | $16k | NEW | 100.00 | 161.28 |
|
| First Trust Preferred Securities & Income Etf Etf (FPE) | 0.0 | $16k | NEW | 931.00 | 17.32 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $16k | NEW | 67.00 | 239.76 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $16k | NEW | 89.00 | 179.11 |
|
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $16k | NEW | 241.00 | 65.65 |
|
| Lkq Corp Stock (LKQ) | 0.0 | $16k | NEW | 295.00 | 53.41 |
|
| Simon Ppty Group Reit (SPG) | 0.0 | $16k | NEW | 100.00 | 156.49 |
|
| Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) | 0.0 | $16k | NEW | 384.00 | 40.71 |
|
| Bank Nova Scotia Halifax Stock (BNS) | 0.0 | $16k | NEW | 300.00 | 51.78 |
|
| Prudential Finl Stock (PRU) | 0.0 | $15k | NEW | 130.00 | 117.40 |
|
| Signet Jewelers Stock (SIG) | 0.0 | $15k | NEW | 150.00 | 100.07 |
|
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.0 | $15k | NEW | 191.00 | 77.36 |
|
| Fidelity Total Bond Etf Etf (FBND) | 0.0 | $15k | NEW | 326.00 | 45.31 |
|
| Denison Mines Corp Stock (DNN) | 0.0 | $15k | NEW | 7.5k | 1.95 |
|
| Invesco Msci Sustainable Future Etf Etf (ERTH) | 0.0 | $15k | NEW | 345.00 | 42.26 |
|
| Ares Capital Corp Cef (ARCC) | 0.0 | $15k | NEW | 700.00 | 20.82 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $15k | NEW | 200.00 | 72.34 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $14k | NEW | 70.00 | 205.71 |
|
| Block Inc Cl A Stock (SQ) | 0.0 | $14k | NEW | 170.00 | 84.58 |
|
| Appian Corp Cl A Stock (APPN) | 0.0 | $14k | NEW | 359.00 | 39.95 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $14k | NEW | 55.00 | 260.73 |
|
| Potlatchdeltic Corporation Reit (PCH) | 0.0 | $14k | NEW | 300.00 | 47.02 |
|
| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.0 | $14k | NEW | 281.00 | 49.05 |
|
| Cloudflare Inc Cl A Stock (NET) | 0.0 | $14k | NEW | 142.00 | 96.83 |
|
| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.0 | $13k | NEW | 144.00 | 91.25 |
|
| Microchip Technology Stock (MCHP) | 0.0 | $13k | NEW | 146.00 | 89.71 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $13k | NEW | 80.00 | 161.60 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.0 | $13k | NEW | 168.00 | 76.89 |
|
| Darden Restaurants Stock (DRI) | 0.0 | $13k | NEW | 75.00 | 167.15 |
|
| Paychex Stock (PAYX) | 0.0 | $13k | NEW | 102.00 | 122.80 |
|
| Bank New York Mellon Corp Stock (BK) | 0.0 | $12k | NEW | 214.00 | 57.62 |
|
| Deere & Co Stock (DE) | 0.0 | $12k | NEW | 30.00 | 410.73 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.0 | $12k | NEW | 135.00 | 89.67 |
|
| Ansys Stock (ANSS) | 0.0 | $12k | NEW | 34.00 | 347.15 |
|
| Alerian Mlp Etf Etf (AMLP) | 0.0 | $11k | NEW | 241.00 | 47.46 |
|
| HP Stock (HPQ) | 0.0 | $11k | NEW | 375.00 | 30.22 |
|
| Coterra Energy Stock (CTRA) | 0.0 | $11k | NEW | 400.00 | 27.88 |
|
| International Paper Stock (IP) | 0.0 | $11k | NEW | 282.00 | 39.02 |
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $11k | NEW | 175.00 | 62.81 |
|
| Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO) | 0.0 | $11k | NEW | 100.00 | 106.97 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $11k | NEW | 244.00 | 43.35 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $10k | NEW | 114.00 | 91.62 |
|
| Ati Stock (ATI) | 0.0 | $10k | NEW | 200.00 | 51.17 |
|
| Dicks Sporting Goods Stock (DKS) | 0.0 | $10k | NEW | 45.00 | 224.87 |
|
| Hershey Stock (HSY) | 0.0 | $9.9k | NEW | 51.00 | 194.51 |
|
| Wisdomtree Japan Hedged Equity Fund Etf (DXJ) | 0.0 | $9.9k | NEW | 91.00 | 108.51 |
|
| Altria Group Stock (MO) | 0.0 | $9.8k | NEW | 225.00 | 43.62 |
|
| Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) | 0.0 | $9.7k | NEW | 93.00 | 103.78 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $9.6k | NEW | 133.00 | 72.36 |
|
| Toll Brothers Stock (TOL) | 0.0 | $9.6k | NEW | 74.00 | 129.36 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $9.5k | NEW | 46.00 | 205.98 |
|
| Danaher Corporation Stock (DHR) | 0.0 | $9.2k | NEW | 37.00 | 249.73 |
|
| Dte Energy Stock (DTE) | 0.0 | $9.2k | NEW | 82.00 | 112.13 |
|
| Schwab Us Tips Etf Etf (SCHP) | 0.0 | $9.0k | NEW | 172.00 | 52.16 |
|
| Vici Pptys Reit (VICI) | 0.0 | $8.9k | NEW | 300.00 | 29.79 |
|
| Ionis Pharmaceuticals Stock (IONS) | 0.0 | $8.7k | NEW | 200.00 | 43.35 |
|
| Zscaler Stock (ZS) | 0.0 | $8.5k | NEW | 44.00 | 192.64 |
|
| Blackrock Stock (BLK) | 0.0 | $8.3k | NEW | 10.00 | 833.70 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $8.3k | NEW | 49.00 | 169.37 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $8.2k | NEW | 138.00 | 59.28 |
|
| Vale S A Adr (VALE) | 0.0 | $8.2k | NEW | 670.00 | 12.19 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $8.1k | NEW | 158.00 | 51.28 |
|
| Republic Svcs Stock (RSG) | 0.0 | $7.8k | NEW | 41.00 | 191.44 |
|
| Dollar Gen Corp Stock (DG) | 0.0 | $7.8k | NEW | 50.00 | 156.06 |
|
| Grayscale Bitcoin Trust Etf (GBTC) | 0.0 | $7.8k | NEW | 123.00 | 63.17 |
|
| Royal Bk Cda Stock (RY) | 0.0 | $7.8k | NEW | 77.00 | 100.88 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $7.6k | NEW | 22.00 | 346.59 |
|
| Ark Innovation Etf Etf (ARKK) | 0.0 | $7.6k | NEW | 151.00 | 50.08 |
|
| Vaneck Agribusiness Etf Etf (MOO) | 0.0 | $7.5k | NEW | 100.00 | 75.13 |
|
| Schwab Fundamental International Large Co. Index Etf Etf (FNDF) | 0.0 | $7.4k | NEW | 209.00 | 35.61 |
|
| Csx Corp Stock (CSX) | 0.0 | $7.4k | NEW | 200.00 | 37.07 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $7.4k | NEW | 198.00 | 37.21 |
|
| Kla Corp Stock (KLAC) | 0.0 | $7.0k | NEW | 10.00 | 698.60 |
|
| American Airls Group Stock (AAL) | 0.0 | $6.9k | NEW | 450.00 | 15.35 |
|
| Wec Energy Group Stock (WEC) | 0.0 | $6.7k | NEW | 82.00 | 82.12 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $6.6k | NEW | 83.00 | 79.86 |
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.0 | $6.6k | NEW | 25.00 | 265.12 |
|
| Novartis Adr (NVS) | 0.0 | $6.5k | NEW | 67.00 | 96.73 |
|
| Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) | 0.0 | $6.3k | NEW | 132.00 | 48.08 |
|
| Okta Inc Cl A Stock (OKTA) | 0.0 | $6.3k | NEW | 60.00 | 104.62 |
|
| Vanguard Total International Bond Etf Etf (BNDX) | 0.0 | $6.1k | NEW | 124.00 | 49.19 |
|
| Viatris Stock (VTRS) | 0.0 | $5.8k | NEW | 486.00 | 11.94 |
|
| M/i Homes Stock (MHO) | 0.0 | $5.7k | NEW | 42.00 | 136.29 |
|
| United Bankshares Inc West Va Stock (UBSI) | 0.0 | $5.7k | NEW | 158.00 | 35.79 |
|
| Roper Technologies Stock (ROP) | 0.0 | $5.6k | NEW | 10.00 | 560.80 |
|
| Shore Bancshares Stock (SHBI) | 0.0 | $5.3k | NEW | 459.00 | 11.50 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.0 | $5.3k | NEW | 67.00 | 78.64 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $5.1k | NEW | 69.00 | 74.22 |
|
| Ambarella Stock (AMBA) | 0.0 | $5.1k | NEW | 100.00 | 50.77 |
|
| Masterbrand Stock (MBC) | 0.0 | $4.9k | NEW | 264.00 | 18.74 |
|
| Futu Hldgs Ltd Spon Ads Cl A Adr (FUTU) | 0.0 | $4.9k | NEW | 90.00 | 54.16 |
|
| Crown Castle Reit (CCI) | 0.0 | $4.9k | NEW | 46.00 | 105.83 |
|
| Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) | 0.0 | $4.8k | NEW | 100.00 | 48.33 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $4.7k | NEW | 19.00 | 247.47 |
|
| Ppl Corp Stock (PPL) | 0.0 | $4.5k | NEW | 165.00 | 27.53 |
|
| Mercadolibre Stock (MELI) | 0.0 | $4.5k | NEW | 3.00 | 1512.00 |
|
| Invesco S&p 500 Pure Value Etf Etf (RPV) | 0.0 | $4.5k | NEW | 51.00 | 88.43 |
|
| Flaherty & Crumrine Pfd Secs I Cef (FFC) | 0.0 | $4.5k | NEW | 300.00 | 14.85 |
|
| Novanta Stock (NOVT) | 0.0 | $4.4k | NEW | 25.00 | 174.76 |
|
| Longboard Pharmaceuticals Stock (LBPH) | 0.0 | $4.3k | NEW | 200.00 | 21.60 |
|
| Textron Stock (TXT) | 0.0 | $4.3k | NEW | 45.00 | 95.93 |
|
| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.0 | $4.2k | NEW | 78.00 | 54.44 |
|
| BP Adr (BP) | 0.0 | $4.1k | NEW | 109.00 | 37.68 |
|
| Wabtec Stock (WAB) | 0.0 | $4.1k | NEW | 28.00 | 145.68 |
|
| Qorvo Stock (QRVO) | 0.0 | $4.0k | NEW | 35.00 | 114.83 |
|
| Conagra Brands Stock (CAG) | 0.0 | $3.9k | NEW | 132.00 | 29.67 |
|
| Tri Pointe Homes Stock (TPH) | 0.0 | $3.9k | NEW | 101.00 | 38.66 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $3.9k | NEW | 45.00 | 86.67 |
|
| Real Estate Select Sector Spdr Fund Etf (XLRE) | 0.0 | $3.7k | NEW | 94.00 | 39.53 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $3.6k | NEW | 1.00 | 3628.00 |
|
| First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) | 0.0 | $3.6k | NEW | 19.00 | 190.68 |
|
| Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) | 0.0 | $3.6k | NEW | 76.00 | 47.43 |
|
| Health Care Select Sector Spdr Fund Etf (XLV) | 0.0 | $3.5k | NEW | 24.00 | 147.75 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $3.5k | NEW | 28.00 | 124.18 |
|
| T-mobile Us Stock (TMUS) | 0.0 | $3.4k | NEW | 21.00 | 163.24 |
|
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $3.4k | NEW | 388.00 | 8.73 |
|
| Nokia Corp Adr (NOK) | 0.0 | $3.4k | NEW | 954.00 | 3.54 |
|
| Ingersoll Rand Stock (IR) | 0.0 | $3.3k | NEW | 35.00 | 94.94 |
|
| Firstenergy Corp Stock (FE) | 0.0 | $3.3k | NEW | 86.00 | 38.62 |
|
| Diamondback Energy Stock (FANG) | 0.0 | $3.2k | NEW | 16.00 | 198.19 |
|
| Lamb Weston Hldgs Stock (LW) | 0.0 | $3.2k | NEW | 30.00 | 105.53 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $3.1k | NEW | 21.00 | 148.90 |
|
| Burlington Stores Stock (BURL) | 0.0 | $3.0k | NEW | 13.00 | 232.15 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $3.0k | NEW | 11.00 | 271.73 |
|
| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.0 | $3.0k | NEW | 35.00 | 85.26 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.0 | $2.9k | NEW | 129.00 | 22.77 |
|
| Insulet Corp Stock (PODD) | 0.0 | $2.9k | NEW | 17.00 | 171.41 |
|
| Vanguard Russell 2000 Etf Etf (VTWO) | 0.0 | $2.8k | NEW | 33.00 | 85.06 |
|
| Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) | 0.0 | $2.8k | NEW | 101.00 | 27.76 |
|
| Invesco S&p Midcap Low Volatility Etf Etf (XMLV) | 0.0 | $2.7k | NEW | 47.00 | 56.40 |
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $2.6k | NEW | 20.00 | 132.00 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.0 | $2.6k | NEW | 16.00 | 164.38 |
|
| Arcadium Lithium Stock (ALTM) | 0.0 | $2.6k | NEW | 601.00 | 4.31 |
|
| Cme Group Stock (CME) | 0.0 | $2.6k | NEW | 12.00 | 215.25 |
|
| Dt Midstream Stock (DTM) | 0.0 | $2.5k | NEW | 41.00 | 61.10 |
|
| Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) | 0.0 | $2.4k | NEW | 43.00 | 55.23 |
|
| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.0 | $2.2k | NEW | 12.00 | 183.92 |
|
| Lemonade Stock (LMND) | 0.0 | $2.2k | NEW | 132.00 | 16.41 |
|
| Ameren Corp Stock (AEE) | 0.0 | $2.1k | NEW | 29.00 | 73.97 |
|
| Discover Finl Svcs Stock (DFS) | 0.0 | $2.0k | NEW | 15.00 | 131.07 |
|
| Cms Energy Corp Stock (CMS) | 0.0 | $1.9k | NEW | 31.00 | 60.35 |
|
| Two Hbrs Invt Corp Reit (TWO) | 0.0 | $1.9k | NEW | 141.00 | 13.24 |
|
| Zions Bancorporation N A Stock (ZION) | 0.0 | $1.9k | NEW | 43.00 | 43.40 |
|
| Metlife Stock (MET) | 0.0 | $1.9k | NEW | 25.00 | 74.12 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $1.8k | NEW | 16.00 | 114.12 |
|
| Vanguard Mega Cap Value Etf Etf (MGV) | 0.0 | $1.7k | NEW | 14.00 | 119.50 |
|
| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.0 | $1.6k | NEW | 20.00 | 81.65 |
|
| Kyndryl Hldgs Stock (KD) | 0.0 | $1.6k | NEW | 75.00 | 21.76 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $1.6k | NEW | 70.00 | 23.01 |
|
| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.0 | $1.5k | NEW | 20.00 | 76.35 |
|
| Invesco S&p 500 Pure Growth Etf Etf (RPG) | 0.0 | $1.5k | NEW | 41.00 | 36.73 |
|
| First Trust Technology Alphadex Fund Etf (FXL) | 0.0 | $1.5k | NEW | 11.00 | 134.82 |
|
| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.0 | $1.4k | NEW | 14.00 | 100.71 |
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $1.2k | NEW | 13.00 | 94.62 |
|
| Frontline Stock (FRO) | 0.0 | $1.2k | NEW | 50.00 | 23.38 |
|
| Agenus Stock | 0.0 | $1.2k | NEW | 2.0k | 0.58 |
|
| Alcon Ag Ord Stock (ALC) | 0.0 | $1.1k | NEW | 13.00 | 83.31 |
|
| Snap Inc Cl A Stock (SNAP) | 0.0 | $1.1k | NEW | 93.00 | 11.48 |
|
| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $1.0k | NEW | 10.00 | 102.30 |
|
| Veralto Corp Stock (VLTO) | 0.0 | $975.000400 | NEW | 11.00 | 88.64 |
|
| Pan Amern Silver Corp Stock (PAAS) | 0.0 | $859.998900 | NEW | 57.00 | 15.09 |
|
| Avanos Med Stock (AVNS) | 0.0 | $796.000000 | NEW | 40.00 | 19.90 |
|
| Ishares Short Treasury Bond Etf Etf (SHV) | 0.0 | $773.999800 | NEW | 7.00 | 110.57 |
|
| Clearfield Stock (CLFD) | 0.0 | $771.000000 | NEW | 25.00 | 30.84 |
|
| Upstart Hldgs Stock (UPST) | 0.0 | $726.000300 | NEW | 27.00 | 26.89 |
|
| Global X Uranium Etf Etf (URA) | 0.0 | $721.000000 | NEW | 25.00 | 28.84 |
|
| Piedmont Lithium Stock (PLL) | 0.0 | $706.002400 | NEW | 53.00 | 13.32 |
|
| Materials Select Sector Spdr Fund Etf (XLB) | 0.0 | $649.999700 | NEW | 7.00 | 92.86 |
|
| Organon & Co Stock (OGN) | 0.0 | $638.999400 | NEW | 34.00 | 18.79 |
|
| Sprinklr Inc Cl A Stock (CXM) | 0.0 | $614.000000 | NEW | 50.00 | 12.28 |
|
| Kraft Heinz Stock (KHC) | 0.0 | $517.000400 | NEW | 14.00 | 36.93 |
|
| Centerpoint Energy Stock (CNP) | 0.0 | $513.000000 | NEW | 18.00 | 28.50 |
|
| Sylvamo Corp Stock (SLVM) | 0.0 | $432.000100 | NEW | 7.00 | 61.71 |
|
| Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) | 0.0 | $416.999800 | NEW | 17.00 | 24.53 |
|
| Heico Corp Stock (HEI) | 0.0 | $382.000000 | NEW | 2.00 | 191.00 |
|
| 10x Genomics Inc Cl A Stock (TXG) | 0.0 | $375.000000 | NEW | 10.00 | 37.50 |
|
| Hertz Global Hldgs Inc Wt Exp 063051 Stock (HTZWW) | 0.0 | $359.996400 | NEW | 81.00 | 4.44 |
|
| Albertsons Cos Stock (ACI) | 0.0 | $226.000500 | NEW | 11.00 | 20.55 |
|
| Canopy Growth Corp Stock (CGC) | 0.0 | $224.000400 | NEW | 26.00 | 8.62 |
|
| 3-d Sys Corp Del Stock (DDD) | 0.0 | $163.998800 | NEW | 37.00 | 4.43 |
|
| Granite Pt Mtg Tr Reit (GPMT) | 0.0 | $148.000200 | NEW | 31.00 | 4.77 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $134.000000 | NEW | 2.00 | 67.00 |
|
| Galera Therapeutics Stock (GRTX) | 0.0 | $121.974000 | NEW | 870.00 | 0.14 |
|
| Hertz Global Hldgs Stock (HTZ) | 0.0 | $86.000200 | NEW | 11.00 | 7.82 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $58.000000 | NEW | 1.00 | 58.00 |
|
| Tilray Brands Stock (TLRY) | 0.0 | $52.000200 | NEW | 21.00 | 2.48 |
|
| Zimvie Stock (ZIMV) | 0.0 | $33.000000 | NEW | 2.00 | 16.50 |
|
| Aurora Cannabis Stock | 0.0 | $25.999800 | NEW | 6.00 | 4.33 |
|
| Mink Therapeutics Stock (INKT) | 0.0 | $25.001200 | NEW | 28.00 | 0.89 |
|
| First Rep Bk San Francisco Cal Stock (FRCB) | 0.0 | $8.000000 | NEW | 200.00 | 0.04 |
|
| China North East Pete Hldgs Stock | 0.0 | $0 | NEW | 2.0k | 0.00 |
|
Past Filings by LifeSteps Financial
SEC 13F filings are viewable for LifeSteps Financial going back to 2019
- LifeSteps Financial 2024 Q1 filed April 26, 2024
- LifeSteps Financial 2023 Q4 filed Jan. 19, 2024
- LifeSteps Financial 2023 Q3 filed Oct. 25, 2023
- LifeSteps Financial 2023 Q2 filed July 14, 2023
- LifeSteps Financial 2023 Q1 filed April 12, 2023
- LifeSteps Financial 2022 Q4 filed Jan. 18, 2023
- LifeSteps Financial 2022 Q3 filed Oct. 14, 2022
- LifeSteps Financial 2022 Q2 filed July 13, 2022
- LifeSteps Financial 2022 Q1 filed April 12, 2022
- LifeSteps Financial 2021 Q4 filed Jan. 26, 2022
- LifeSteps Financial 2021 Q3 filed Oct. 6, 2021
- LifeSteps Financial 2021 Q2 filed July 9, 2021
- LifeSteps Financial 2021 Q1 filed April 20, 2021
- LifeSteps Financial 2020 Q4 filed Jan. 25, 2021
- LifeSteps Financial 2020 Q3 filed Oct. 21, 2020
- LifeSteps Financial 2020 Q2 filed Aug. 5, 2020