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 15 of 25

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DuPont de Nemours, Inc.

DD|26614N102

Shares:7.4K

Value:$549.1K

33740U703

Shares:21.8K

Value:$544.8K

025072505

Shares:11.0K

Value:$543.2K

Marathon Petroleum Corp

MPC|56585A102

Shares:3.7K

Value:$541.8K

33733E302

Shares:2.4K

Value:$540.9K

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:2.6K

Value:$535.5K

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.2K

Value:$530.1K

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.7K

Value:$529.8K

BP PLC

BP|055622104

Shares:15.7K

Value:$529.4K

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.2K

Value:$529.3K

922908637

VV|922908637

Shares:2.0K

Value:$518.0K

37960A859

Shares:23.4K

Value:$516.0K

Marvell Technology, Inc.

MRVL|573874104

Shares:8.4K

Value:$515.0K

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:983

Value:$514.9K

COMPASS Pathways plc

CMPS|20451W101

Shares:180.0K

Value:$514.8K

808524300

SCHG|808524300

Shares:20.4K

Value:$509.6K

MCKESSON CORP

MCK|58155Q103

Shares:756

Value:$508.6K

464287127

Shares:6.5K

Value:$505.1K

GE Vernova Inc.

GEV|36828A101

Shares:1.6K

Value:$500.1K

00162Q452

Shares:9.6K

Value:$498.6K

Instrument	Shares		Other Manager	Value
DuPont de Nemours, Inc.(DDcusip26614N102)	7.4K	QoQ +1.19% (-87) YoY -13.04% (-1.1K)	All Managers (Combined)	$549.1K	QoQ -0.87% (-$4.9K) YoY -15.29% (-$99.2K)
(cusip33740U703)✕	21.8K	QoQ +31.64% (+5.2K) YoY +47.45% (+7.0K)	All Managers (Combined)	$544.8K	QoQ +28.70% (+$121.5K) YoY +55.95% (+$195.5K)
(cusip025072505)✕	11.0K	QoQ -38.10% (-6.8K) YoY -58.72% (-15.6K)	All Managers (Combined)	$543.2K	QoQ -38.91% (-$346.0K) YoY -59.59% (-$801.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.7K	QoQ -2.92% (-112) YoY -0.21% (-8)	All Managers (Combined)	$541.8K	QoQ +1.38% (-$7.4K) YoY -27.85% (-$209.2K)
(cusip33733E302)✕	2.4K	QoQ +0.78% (-19) YoY -4.43% (-113)	All Managers (Combined)	$540.9K	QoQ -7.92% (-$46.6K) YoY +3.51% (-$18.4K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.6K	QoQ +27.73% (+566) YoY NEW(+2.6K)	All Managers (Combined)	$535.5K	QoQ +13.75% (+$64.8K) YoY NEW(+$535.5K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.2K	QoQ -1.00% (-22) YoY NEW(+2.2K)	All Managers (Combined)	$530.1K	QoQ +13.76% (-$64.1K) YoY NEW(+$530.1K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	4.7K	QoQ -2.85% (-139) YoY +18.13% (+726)	All Managers (Combined)	$529.8K	QoQ +17.82% (-$80.2K) YoY +80.67% (+$236.6K)
BP PLC(BPcusip055622104)	15.7K	QoQ +6.55% (+964) YoY +11.52% (+1.6K)	All Managers (Combined)	$529.4K	QoQ +21.80% (+$94.8K) YoY +0.01% (+$73)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.2K	QoQ -0.25% (-8) YoY +25.00% (+638)	All Managers (Combined)	$529.3K	QoQ -16.16% (-$102.0K) YoY +52.49% (+$182.2K)
(VVcusip922908637)	2.0K	QoQ -0.88% (-18) YoY +39.63% (+572)	All Managers (Combined)	$518.0K	QoQ -5.54% (-$30.4K) YoY +49.70% (+$172.0K)
(cusip37960A859)✕	23.4K	QoQ NEW(+23.4K) YoY NEW(+23.4K)	All Managers (Combined)	$516.0K	QoQ NEW(+$516.0K) YoY NEW(+$516.0K)
Marvell Technology, Inc.(MRVLcusip573874104)	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$515.0K	QoQ NEW(+$515.0K) YoY NEW(+$515.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	983	QoQ +5.92% (+55) YoY -24.96% (-327)	All Managers (Combined)	$514.9K	QoQ +9.66% (+$45.4K) YoY -20.57% (-$133.4K)
COMPASS Pathways plc(CMPScusip20451W101)	180.0K	QoQ NEW(+180.0K) YoY NEW(+180.0K)	All Managers (Combined)	$514.8K	QoQ NEW(+$514.8K) YoY NEW(+$514.8K)
(SCHGcusip808524300)	20.4K	QoQ +7.28% (-1.4K) YoY +346.36% (+15.8K)	All Managers (Combined)	$509.6K	QoQ -3.61% (-$19.1K) YoY +20.54% (+$86.8K)
MCKESSON CORP(MCKcusip58155Q103)	756	QoQ 0.00% (+0) YoY -51.25% (-795)	All Managers (Combined)	$508.6K	QoQ +18.11% (+$78.0K) YoY -38.91% (-$324.1K)
(cusip464287127)✕	6.5K	QoQ +0.06% (-4) YoY +0.22% (+15)	All Managers (Combined)	$505.1K	QoQ -4.75% (-$25.2K) YoY +6.84% (+$32.4K)
GE Vernova Inc.(GEVcusip36828A101)	1.6K	QoQ +4.93% (-77) YoY NEW(+1.6K)	All Managers (Combined)	$500.1K	QoQ -2.60% (-$13.4K) YoY NEW(+$500.1K)
(cusip00162Q452)✕	9.6K	QoQ -3.74% (-373) YoY -5.28% (-536)	All Managers (Combined)	$498.6K	QoQ +3.81% (-$18.3K) YoY +3.65% (-$17.6K)