Good-Life-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ENVX",
  "HIO",
  "JOBY",
  "GDX",
  null,
  "OSK",
  "AAL",
  "SMCI",
  "ARM",
  "MU",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MAIN",
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "AXP",
  null,
  null,
  null,
  "T",
  "BLK",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "KMX",
  null,
  null,
  null,
  "CSQ",
  null,
  "RQI",
  "UTF",
  null,
  null,
  null,
  null,
  null,
  "CMI",
  null,
  null,
  null,
  "ETG",
  "DUK",
  "NUV",
  "EIM",
  "D",
  "MGX",
  null,
  null,
  "UTG",
  null,
  null,
  "FGB",
  null,
  null,
  "GPCR",
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  "GIS",
  "BWAY",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "FE",
  "FULT",
  "QCOM",
  null,
  "FSCO",
  "GLAD",
  null,
  null,
  "ULCC",
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  "NAT",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "UWMC",
  null,
  "IONQ",
  "BBN",
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "AISPW",
  "MPC",
  "MMC",
  "MRVL",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "EXC",
  "GAB",
  "GE",
  null,
  "NVS",
  "NU",
  "IBRX",
  "OXY",
  "BX",
  "HSY",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "PAYX",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  "PPG",
  null,
  "REGN",
  null,
  "RY",
  null,
  null,
  null,
  null,
  "SHOP",
  "SPG",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "NEM",
  "MET",
  "SOUN",
  "VV",
  "RCL",
  "SCHW",
  "SUN",
  null,
  null,
  null,
  "KYN",
  "NJR",
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "GUT",
  null,
  "VIG",
  "LYG",
  "TTE",
  null,
  "TSCO",
  "SU",
  "SNY",
  "IEF",
  "TSM",
  "GSK",
  "OHI",
  null,
  "RMD",
  null,
  null,
  null,
  "VYM",
  null,
  "DD",
  null,
  null,
  null,
  null,
  "UGI",
  "AON",
  "AFL",
  "AMD",
  "X",
  "SDY",
  "F",
  null,
  "WM",
  "IWR",
  null,
  null,
  "CAH",
  "AEP",
  "CMPS",
  "LSTR",
  "RACE",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "PLUG",
  null,
  null,
  "FNB",
  null,
  null,
  "HBAN",
  "VEU",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  null,
  null,
  "VXUS",
  "VTWO",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MTB",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "NSC",
  null,
  "SO",
  null,
  "PPL",
  null,
  "PSX",
  "CRM",
  null,
  null,
  "RUN",
  "RDDT",
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "GAP",
  "MCK",
  "NVT",
  null,
  "SPYV",
  null,
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  "BA",
  "BMY",
  "BTI",
  "CCL",
  "IGR",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COMP",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "DELL",
  "DE",
  "DLR",
  "DOCU",
  "RSP",
  null,
  null,
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 494
Total Value: 1419766665
Accession Number: 0001085146-25-002145
Form Type: 13F-HR
CIK: good-life-advisors
Manager Name: Good-Life-Advisors

Data Enrichment

60% identified

297 identified197 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

494 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 25

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61774R601

Shares:18.8K

Value:$950.0K

% of Portfolio:0.1% ($950.0K/$1.4B)

26922A420

Shares:12.7K

Value:$949.6K

% of Portfolio:0.1% ($949.6K/$1.4B)

464288802

Shares:8.1K

Value:$929.2K

% of Portfolio:0.1% ($929.2K/$1.4B)

MORGAN STANLEY

MS|617446448

Shares:7.8K

Value:$915.8K

% of Portfolio:0.1% ($915.8K/$1.4B)

464287226

Shares:9.1K

Value:$900.4K

% of Portfolio:0.1% ($900.4K/$1.4B)

464287432

Shares:9.8K

Value:$891.1K

% of Portfolio:0.1% ($891.1K/$1.4B)

WELLTOWER INC.

WELL|95040Q104

Shares:5.7K

Value:$880.1K

% of Portfolio:0.1% ($880.1K/$1.4B)

922908629

VO|922908629

Shares:3.4K

Value:$873.0K

% of Portfolio:0.1% ($873.0K/$1.4B)

33737A108

Shares:7.7K

Value:$871.5K

% of Portfolio:0.1% ($871.5K/$1.4B)

STRYKER CORP

SYK|863667101

Shares:2.3K

Value:$867.8K

% of Portfolio:0.1% ($867.8K/$1.4B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:13.6K

Value:$837.3K

% of Portfolio:0.1% ($837.3K/$1.4B)

Aon plc

AON|G0403H108

Shares:2.1K

Value:$831.3K

% of Portfolio:0.1% ($831.3K/$1.4B)

14020Y300

Shares:30.1K

Value:$821.2K

% of Portfolio:0.1% ($821.2K/$1.4B)

STARBUCKS CORP

SBUX|855244109

Shares:8.4K

Value:$819.5K

% of Portfolio:0.1% ($819.5K/$1.4B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:11.4K

Value:$819.4K

% of Portfolio:0.1% ($819.4K/$1.4B)

74933W452

Shares:16.2K

Value:$809.1K

% of Portfolio:0.1% ($809.1K/$1.4B)

78464A839

Shares:10.4K

Value:$805.0K

% of Portfolio:0.1% ($805.0K/$1.4B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.8K

Value:$803.7K

% of Portfolio:0.1% ($803.7K/$1.4B)

RTX Corp

RTX|75513E101

Shares:6.1K

Value:$802.5K

% of Portfolio:0.1% ($802.5K/$1.4B)

46641Q167

Shares:12.5K

Value:$794.6K

% of Portfolio:0.1% ($794.6K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip61774R601)✕	18.8K	QoQ +3.29% (+598) YoY NEW(+18.8K)	All Managers (Combined)	$950.0K	0.1% ($950.0K/$1.4B)	QoQ +3.08% (+$28.5K) YoY NEW(+$950.0K)
(cusip26922A420)✕	12.7K	QoQ +33.51% (+3.2K) YoY NEW(+12.7K)	All Managers (Combined)	$949.6K	0.1% ($949.6K/$1.4B)	QoQ +22.62% (+$175.2K) YoY NEW(+$949.6K)
(cusip464288802)✕	8.1K	QoQ -4.58% (-389) YoY -11.12% (-1.0K)	All Managers (Combined)	$929.2K	0.1% ($929.2K/$1.4B)	QoQ -9.86% (-$101.7K) YoY -6.49% (-$64.5K)
MORGAN STANLEY(MScusip617446448)	7.8K	QoQ -6.05% (-506) YoY -8.25% (-706)	All Managers (Combined)	$915.8K	0.1% ($915.8K/$1.4B)	QoQ -12.81% (-$134.7K) YoY +13.68% (-$110.2K)
(cusip464287226)✕	9.1K	QoQ -61.45% (-14.5K) YoY +54.01% (+3.2K)	All Managers (Combined)	$900.4K	0.1% ($900.4K/$1.4B)	QoQ -60.64% (-$1.4M) YoY +55.56% (+$321.6K)
(cusip464287432)✕	9.8K	QoQ -8.27% (-883) YoY -7.71% (-818)	All Managers (Combined)	$891.1K	0.1% ($891.1K/$1.4B)	QoQ -4.39% (-$41.0K) YoY -11.21% (-$112.6K)
WELLTOWER INC.(WELLcusip95040Q104)	5.7K	QoQ +1.21% (+69) YoY +13.56% (+686)	All Managers (Combined)	$880.1K	0.1% ($880.1K/$1.4B)	QoQ +23.05% (+$164.9K) YoY +86.21% (+$407.5K)
(VOcusip922908629)	3.4K	QoQ -0.70% (-24) YoY +1.77% (+59)	All Managers (Combined)	$873.0K	0.1% ($873.0K/$1.4B)	QoQ -2.79% (-$25.1K) YoY +5.32% (+$44.1K)
(cusip33737A108)✕	7.7K	QoQ +244.96% (+5.5K) YoY NEW(+7.7K)	All Managers (Combined)	$871.5K	0.1% ($871.5K/$1.4B)	QoQ +227.05% (+$605.0K) YoY NEW(+$871.5K)
STRYKER CORP(SYKcusip863667101)	2.3K	QoQ -38.07% (-1.4K) YoY -11.46% (-302)	All Managers (Combined)	$867.8K	0.1% ($867.8K/$1.4B)	QoQ -35.96% (-$487.5K) YoY -7.91% (-$74.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	13.6K	QoQ -10.82% (-1.6K) YoY -11.68% (-1.8K)	All Managers (Combined)	$837.3K	0.1% ($837.3K/$1.4B)	QoQ -7.05% (-$63.5K) YoY +9.18% (-$70.5K)
Aon plc(AONcusipG0403H108)	2.1K	QoQ -40.53% (-1.4K) YoY -44.49% (-1.7K)	All Managers (Combined)	$831.3K	0.1% ($831.3K/$1.4B)	QoQ -33.92% (-$426.8K) YoY -33.62% (-$421.1K)
(cusip14020Y300)✕	30.1K	QoQ +3.85% (+1.1K) YoY +205.83% (+20.2K)	All Managers (Combined)	$821.2K	0.1% ($821.2K/$1.4B)	QoQ +3.92% (+$31.0K) YoY +208.76% (+$555.3K)
STARBUCKS CORP(SBUXcusip855244109)	8.4K	QoQ -9.39% (-866) YoY -9.49% (-877)	All Managers (Combined)	$819.5K	0.1% ($819.5K/$1.4B)	QoQ -2.60% (-$21.9K) YoY -2.87% (-$24.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	11.4K	QoQ -0.63% (-73) YoY -0.53% (-61)	All Managers (Combined)	$819.4K	0.1% ($819.4K/$1.4B)	QoQ +1.56% (-$12.6K) YoY +23.20% (-$154.3K)
(cusip74933W452)✕	16.2K	QoQ NEW(+16.2K) YoY NEW(+16.2K)	All Managers (Combined)	$809.1K	0.1% ($809.1K/$1.4B)	QoQ NEW(+$809.1K) YoY NEW(+$809.1K)
(cusip78464A839)✕	10.4K	QoQ +1.38% (-143) YoY -9.75% (-1.1K)	All Managers (Combined)	$805.0K	0.1% ($805.0K/$1.4B)	QoQ -2.59% (-$21.4K) YoY -8.50% (-$74.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.8K	QoQ +0.27% (-5) YoY +9.29% (+153)	All Managers (Combined)	$803.7K	0.1% ($803.7K/$1.4B)	QoQ -7.79% (-$68.0K) YoY +7.34% (+$55.0K)
RTX Corp(RTXcusip75513E101)	6.1K	QoQ -1.55% (-96) YoY -16.47% (-1.2K)	All Managers (Combined)	$802.5K	0.1% ($802.5K/$1.4B)	QoQ +12.68% (-$90.3K) YoY +13.44% (-$95.1K)
(cusip46641Q167)✕	12.5K	QoQ +10.25% (+1.2K) YoY NEW(+12.5K)	All Managers (Combined)	$794.6K	0.1% ($794.6K/$1.4B)	QoQ +10.67% (+$76.7K) YoY NEW(+$794.6K)