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 13 of 25

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025072372

Shares:15.0K

Value:$707.0K

% of Portfolio:0.0% ($707.0K/$1.4B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:6.7K

Value:$693.0K

% of Portfolio:0.0% ($693.0K/$1.4B)

69374H634

Shares:16.8K

Value:$690.2K

% of Portfolio:0.0% ($690.2K/$1.4B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:9.7K

Value:$687.3K

% of Portfolio:0.0% ($687.3K/$1.4B)

464287168

DVY|464287168

Shares:5.1K

Value:$686.9K

% of Portfolio:0.0% ($686.9K/$1.4B)

Ferrari N.V.

RACE|N3167Y103

Shares:1.6K

Value:$665.0K

% of Portfolio:0.0% ($665.0K/$1.4B)

KKR & Co. Inc.

KKR|48251W104

Shares:5.7K

Value:$663.2K

% of Portfolio:0.0% ($663.2K/$1.4B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:6.0K

Value:$654.8K

% of Portfolio:0.0% ($654.8K/$1.4B)

46434V290

Shares:10.5K

Value:$653.1K

% of Portfolio:0.0% ($653.1K/$1.4B)

464287150

ITOT|464287150

Shares:5.3K

Value:$649.5K

% of Portfolio:0.0% ($649.5K/$1.4B)

78464A300

Shares:8.2K

Value:$643.2K

% of Portfolio:0.0% ($643.2K/$1.4B)

46429B598

Shares:12.4K

Value:$639.4K

% of Portfolio:0.0% ($639.4K/$1.4B)

46438F101

Shares:13.4K

Value:$625.8K

% of Portfolio:0.0% ($625.8K/$1.4B)

69374H816

Shares:12.9K

Value:$617.9K

% of Portfolio:0.0% ($617.9K/$1.4B)

FORD MOTOR CO

F|345370860

Shares:61.6K

Value:$617.6K

% of Portfolio:0.0% ($617.6K/$1.4B)

90214Q675

Shares:27.4K

Value:$617.2K

% of Portfolio:0.0% ($617.2K/$1.4B)

464287465

EFA|464287465

Shares:7.5K

Value:$614.7K

% of Portfolio:0.0% ($614.7K/$1.4B)

81369Y308

Shares:7.5K

Value:$613.3K

% of Portfolio:0.0% ($613.3K/$1.4B)

Eaton Vance Tax-Advantaged Global Dividend Income Fund

ETG|27828S101

Shares:33.5K

Value:$609.9K

% of Portfolio:0.0% ($609.9K/$1.4B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:7.7K

Value:$600.3K

% of Portfolio:0.0% ($600.3K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072372)✕	15.0K	QoQ +6.64% (+934) YoY +158.48% (+9.2K)	All Managers (Combined)	$707.0K	0.0% ($707.0K/$1.4B)	QoQ +8.85% (+$57.5K) YoY +157.22% (+$432.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	6.7K	QoQ -19.21% (-1.6K) YoY -38.85% (-4.3K)	All Managers (Combined)	$693.0K	0.0% ($693.0K/$1.4B)	QoQ -31.28% (-$315.5K) YoY -65.19% (-$1.3M)
(cusip69374H634)✕	16.8K	QoQ +0.49% (+83) YoY +0.09% (+16)	All Managers (Combined)	$690.2K	0.0% ($690.2K/$1.4B)	QoQ +3.86% (+$25.7K) YoY +29.74% (+$158.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	9.7K	QoQ -24.55% (-3.2K) YoY -28.19% (-3.8K)	All Managers (Combined)	$687.3K	0.0% ($687.3K/$1.4B)	QoQ -25.40% (-$234.0K) YoY -20.34% (-$175.6K)
(DVYcusip464287168)	5.1K	QoQ -1.35% (-70) YoY -5.06% (-273)	All Managers (Combined)	$686.9K	0.0% ($686.9K/$1.4B)	QoQ +0.89% (-$6.1K) YoY +3.49% (-$23.2K)
Ferrari N.V.(RACEcusipN3167Y103)	1.6K	QoQ +3.94% (+59) YoY +53.10% (+539)	All Managers (Combined)	$665.0K	0.0% ($665.0K/$1.4B)	QoQ +4.68% (+$29.8K) YoY +50.29% (+$222.5K)
KKR & Co. Inc.(KKRcusip48251W104)	5.7K	QoQ +0.12% (-7) YoY +1.14% (+65)	All Managers (Combined)	$663.2K	0.0% ($663.2K/$1.4B)	QoQ -21.74% (-$184.3K) YoY +16.24% (+$92.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	6.0K	QoQ +1.08% (-64) YoY +1.44% (-85)	All Managers (Combined)	$654.8K	0.0% ($654.8K/$1.4B)	QoQ -10.57% (-$77.4K) YoY -1.93% (-$12.9K)
(cusip46434V290)✕	10.5K	QoQ -11.97% (-1.4K) YoY NEW(+10.5K)	All Managers (Combined)	$653.1K	0.0% ($653.1K/$1.4B)	QoQ -18.93% (-$152.5K) YoY NEW(+$653.1K)
(ITOTcusip464287150)	5.3K	QoQ -8.57% (-499) YoY +15.26% (+705)	All Managers (Combined)	$649.5K	0.0% ($649.5K/$1.4B)	QoQ -13.27% (-$99.4K) YoY +21.97% (+$117.0K)
(cusip78464A300)✕	8.2K	QoQ -1.95% (-164) YoY -74.32% (-23.8K)	All Managers (Combined)	$643.2K	0.0% ($643.2K/$1.4B)	QoQ -11.91% (-$87.0K) YoY -75.74% (-$2.0M)
(cusip46429B598)✕	12.4K	QoQ -36.31% (-7.1K) YoY NEW(+12.4K)	All Managers (Combined)	$639.4K	0.0% ($639.4K/$1.4B)	QoQ -37.72% (-$387.3K) YoY NEW(+$639.4K)
(cusip46438F101)✕	13.4K	QoQ +36.34% (+3.6K) YoY +155.13% (+8.1K)	All Managers (Combined)	$625.8K	0.0% ($625.8K/$1.4B)	QoQ +20.31% (+$105.6K) YoY +195.10% (+$413.7K)
(cusip69374H816)✕	12.9K	QoQ -1.05% (-137) YoY +3.69% (+459)	All Managers (Combined)	$617.9K	0.0% ($617.9K/$1.4B)	QoQ -3.64% (-$23.4K) YoY +6.62% (+$38.4K)
FORD MOTOR CO(Fcusip345370860)	61.6K	QoQ -14.95% (-10.8K) YoY -6.24% (-4.1K)	All Managers (Combined)	$617.6K	0.0% ($617.6K/$1.4B)	QoQ -13.83% (-$99.2K) YoY -29.19% (-$254.6K)
(cusip90214Q675)✕	27.4K	QoQ +3.07% (+818) YoY -2.39% (-673)	All Managers (Combined)	$617.2K	0.0% ($617.2K/$1.4B)	QoQ +3.28% (+$19.6K) YoY -2.58% (-$16.4K)
(EFAcusip464287465)	7.5K	QoQ +0.91% (+68) YoY -6.73% (-543)	All Managers (Combined)	$614.7K	0.0% ($614.7K/$1.4B)	QoQ +9.07% (+$51.1K) YoY -4.54% (-$29.3K)
(cusip81369Y308)✕	7.5K	QoQ -9.30% (-770) YoY -12.25% (-1.0K)	All Managers (Combined)	$613.3K	0.0% ($613.3K/$1.4B)	QoQ -5.76% (-$37.5K) YoY -6.15% (-$40.2K)
Eaton Vance Tax-Advantaged Global Dividend Income Fund(ETGcusip27828S101)	33.5K	QoQ +7.66% (+2.4K) YoY +20.41% (+5.7K)	All Managers (Combined)	$609.9K	0.0% ($609.9K/$1.4B)	QoQ +7.61% (+$43.1K) YoY +20.21% (+$102.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	7.7K	QoQ -10.54% (-904) YoY -12.82% (-1.1K)	All Managers (Combined)	$600.3K	0.0% ($600.3K/$1.4B)	QoQ -5.38% (-$34.1K) YoY -5.66% (-$36.1K)