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 • $1,419,766.665K total value

494 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 14 of 25

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Air Products & Chemicals, Inc.

APD|009158106

Shares:2.0K

Value:$600.1K

14020Y102

Shares:26.7K

Value:$599.6K

HERSHEY CO

HSY|427866108

Shares:3.5K

Value:$592.9K

14020V108

Shares:17.6K

Value:$589.5K

464287598

IWD|464287598

Shares:3.1K

Value:$586.3K

92206C870

VCIT|92206C870

Shares:7.2K

Value:$586.2K

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.2K

Value:$583.9K

TotalEnergies SE

TTE|89151E109

Shares:8.9K

Value:$574.1K

025072687

Shares:12.3K

Value:$573.8K

92189H409

Shares:11.2K

Value:$570.7K

3M CO

MMM|88579Y101

Shares:3.9K

Value:$570.7K

464288414

MUB|464288414

Shares:5.4K

Value:$569.2K

Energy Transfer LP

ET|29273V100

Shares:30.5K

Value:$566.5K

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.8K

Value:$564.7K

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.6K

Value:$560.3K

PPL Corp

PPL|69351T106

Shares:15.5K

Value:$558.9K

46137V498

Shares:8.9K

Value:$556.1K

AMGEN INC

AMGN|031162100

Shares:1.8K

Value:$554.7K

14019W109

Shares:22.6K

Value:$554.0K

CITIGROUP INC

C|172967424

Shares:7.8K

Value:$552.5K

Instrument	Shares		Other Manager	Value
Air Products & Chemicals, Inc.(APDcusip009158106)	2.0K	QoQ -2.06% (-43) YoY -3.14% (-66)	All Managers (Combined)	$600.1K	QoQ -0.43% (-$2.6K) YoY +17.86% (-$91.0K)
(cusip14020Y102)✕	26.7K	QoQ +4.79% (+1.2K) YoY +42.04% (+7.9K)	All Managers (Combined)	$599.6K	QoQ +5.97% (+$33.8K) YoY +41.97% (+$177.3K)
HERSHEY CO(HSYcusip427866108)	3.5K	QoQ +9.40% (+298) YoY +47.67% (+1.1K)	All Managers (Combined)	$592.9K	QoQ +10.52% (+$56.4K) YoY +29.89% (+$136.4K)
(cusip14020V108)✕	17.6K	QoQ +18.15% (+2.7K) YoY NEW(+17.6K)	All Managers (Combined)	$589.5K	QoQ +12.85% (+$67.1K) YoY NEW(+$589.5K)
(IWDcusip464287598)	3.1K	QoQ +14.85% (+403) YoY +57.93% (+1.1K)	All Managers (Combined)	$586.3K	QoQ +16.72% (+$84.0K) YoY +65.94% (+$233.0K)
(VCITcusip92206C870)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$586.2K	QoQ NEW(+$586.2K) YoY NEW(+$586.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.2K	QoQ +10.60% (+208) YoY NEW(+2.2K)	All Managers (Combined)	$583.9K	QoQ +0.27% (+$1.6K) YoY NEW(+$583.9K)
TotalEnergies SE(TTEcusip89151E109)	8.9K	QoQ +4.02% (+343) YoY +26.49% (+1.9K)	All Managers (Combined)	$574.1K	QoQ +23.45% (+$109.1K) YoY +18.87% (+$91.2K)
(cusip025072687)✕	12.3K	QoQ +46.55% (+3.9K) YoY NEW(+12.3K)	All Managers (Combined)	$573.8K	QoQ +48.46% (+$187.3K) YoY NEW(+$573.8K)
(cusip92189H409)✕	11.2K	QoQ -0.88% (-100) YoY -6.49% (-774)	All Managers (Combined)	$570.7K	QoQ -2.28% (-$13.3K) YoY -8.42% (-$52.5K)
3M CO(MMMcusip88579Y101)	3.9K	QoQ -29.85% (-1.7K) YoY -26.37% (-1.4K)	All Managers (Combined)	$570.7K	QoQ -20.20% (-$144.5K) YoY +1.92% (-$10.8K)
(MUBcusip464288414)	5.4K	QoQ -7.26% (-423) YoY +160.39% (+3.3K)	All Managers (Combined)	$569.2K	QoQ -8.23% (-$51.1K) YoY +155.18% (+$346.1K)
Energy Transfer LP(ETcusip29273V100)	30.5K	QoQ +15.88% (+4.2K) YoY +39.54% (+8.6K)	All Managers (Combined)	$566.5K	QoQ +9.96% (+$51.3K) YoY +64.91% (+$223.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.8K	QoQ 0.00% (+0) YoY +2.43% (+44)	All Managers (Combined)	$564.7K	QoQ +4.40% (+$23.8K) YoY +25.34% (+$114.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.6K	QoQ -38.12% (-979) YoY +49.76% (+528)	All Managers (Combined)	$560.3K	QoQ -36.23% (-$318.4K) YoY +64.70% (+$220.1K)
PPL Corp(PPLcusip69351T106)	15.5K	QoQ +1.73% (+264) YoY +13.58% (+1.9K)	All Managers (Combined)	$558.9K	QoQ +13.17% (+$65.0K) YoY +48.97% (+$183.8K)
(cusip46137V498)✕	8.9K	QoQ +31.77% (+2.1K) YoY NEW(+8.9K)	All Managers (Combined)	$556.1K	QoQ +25.06% (+$111.5K) YoY NEW(+$556.1K)
AMGEN INC(AMGNcusip031162100)	1.8K	QoQ +9.47% (+154) YoY +43.66% (+541)	All Managers (Combined)	$554.7K	QoQ +30.84% (+$130.8K) YoY +57.51% (+$202.5K)
(cusip14019W109)✕	22.6K	QoQ -30.51% (-9.9K) YoY +101.11% (+11.4K)	All Managers (Combined)	$554.0K	QoQ -31.05% (-$249.5K) YoY +90.97% (+$263.9K)
CITIGROUP INC(Ccusip172967424)	7.8K	QoQ -40.50% (-5.3K) YoY +47.43% (+2.5K)	All Managers (Combined)	$552.5K	QoQ -39.99% (-$368.3K) YoY +65.51% (+$218.7K)