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

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87283Q826

Shares:10.1K

Value:$308.0K

% of Portfolio:0.0% ($308.0K/$1.4B)

092528843

Shares:6.2K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$1.4B)

INTEL CORP

INTC|458140100

Shares:13.5K

Value:$306.4K

% of Portfolio:0.0% ($306.4K/$1.4B)

CINTAS CORP

CTAS|172908105

Shares:1.5K

Value:$301.7K

% of Portfolio:0.0% ($301.7K/$1.4B)

GLADSTONE CAPITAL CORP

GLAD|376535878

Shares:10.9K

Value:$299.4K

% of Portfolio:0.0% ($299.4K/$1.4B)

Phillips 66

PSX|718546104

Shares:2.4K

Value:$299.0K

% of Portfolio:0.0% ($299.0K/$1.4B)

Corteva, Inc.

CTVA|22052L104

Shares:4.7K

Value:$297.3K

% of Portfolio:0.0% ($297.3K/$1.4B)

GAP INC

GAP|364760108

Shares:14.3K

Value:$294.7K

% of Portfolio:0.0% ($294.7K/$1.4B)

922042775

VEU|922042775

Shares:4.8K

Value:$290.0K

% of Portfolio:0.0% ($290.0K/$1.4B)

46137V506

Shares:6.3K

Value:$289.7K

% of Portfolio:0.0% ($289.7K/$1.4B)

46429B606

Shares:10.3K

Value:$287.9K

% of Portfolio:0.0% ($287.9K/$1.4B)

37954Y673

Shares:7.6K

Value:$285.5K

% of Portfolio:0.0% ($285.5K/$1.4B)

Kraft Heinz Co

KHC|500754106

Shares:9.4K

Value:$285.3K

% of Portfolio:0.0% ($285.3K/$1.4B)

78464A821

Shares:3.6K

Value:$284.2K

% of Portfolio:0.0% ($284.2K/$1.4B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.6K

Value:$282.0K

% of Portfolio:0.0% ($282.0K/$1.4B)

GENERAL MILLS INC

GIS|370334104

Shares:4.7K

Value:$281.7K

% of Portfolio:0.0% ($281.7K/$1.4B)

97717Y527

Shares:5.6K

Value:$280.1K

% of Portfolio:0.0% ($280.1K/$1.4B)

78468R531

Shares:5.2K

Value:$277.6K

% of Portfolio:0.0% ($277.6K/$1.4B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.2K

Value:$277.0K

% of Portfolio:0.0% ($277.0K/$1.4B)

COHEN & STEERS QUALITY INCOME REALTY FUND INC

RQI|19247L106

Shares:21.8K

Value:$274.2K

% of Portfolio:0.0% ($274.2K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip87283Q826)✕	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$308.0K	0.0% ($308.0K/$1.4B)	QoQ NEW(+$308.0K) YoY NEW(+$308.0K)
(cusip092528843)✕	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$1.4B)	QoQ NEW(+$307.7K) YoY NEW(+$307.7K)
INTEL CORP(INTCcusip458140100)	13.5K	QoQ -17.90% (-2.9K) YoY -4.28% (-604)	All Managers (Combined)	$306.4K	0.0% ($306.4K/$1.4B)	QoQ -7.01% (-$23.1K) YoY -50.78% (-$316.2K)
CINTAS CORP(CTAScusip172908105)	1.5K	QoQ +0.06% (+1) YoY NEW(+1.5K)	All Managers (Combined)	$301.7K	0.0% ($301.7K/$1.4B)	QoQ +12.53% (+$33.6K) YoY NEW(+$301.7K)
GLADSTONE CAPITAL CORP(GLADcusip376535878)	10.9K	QoQ +21.00% (+1.9K) YoY NEW(+10.9K)	All Managers (Combined)	$299.4K	0.0% ($299.4K/$1.4B)	QoQ +16.83% (+$43.1K) YoY NEW(+$299.4K)
Phillips 66(PSXcusip718546104)	2.4K	QoQ -27.00% (-896) YoY -23.64% (-750)	All Managers (Combined)	$299.0K	0.0% ($299.0K/$1.4B)	QoQ -20.88% (-$78.9K) YoY -42.27% (-$219.0K)
Corteva, Inc.(CTVAcusip22052L104)	4.7K	QoQ +3.82% (+174) YoY +18.84% (+749)	All Managers (Combined)	$297.3K	0.0% ($297.3K/$1.4B)	QoQ +14.68% (+$38.1K) YoY +29.67% (+$68.0K)
GAP INC(GAPcusip364760108)	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$294.7K	0.0% ($294.7K/$1.4B)	QoQ NEW(+$294.7K) YoY NEW(+$294.7K)
(VEUcusip922042775)	4.8K	QoQ +12.91% (+547) YoY NEW(+4.8K)	All Managers (Combined)	$290.0K	0.0% ($290.0K/$1.4B)	QoQ +19.31% (+$46.9K) YoY NEW(+$290.0K)
(cusip46137V506)✕	6.3K	QoQ +3.09% (+190) YoY -13.08% (-953)	All Managers (Combined)	$289.7K	0.0% ($289.7K/$1.4B)	QoQ +2.90% (+$8.2K) YoY -6.53% (-$20.3K)
(cusip46429B606)✕	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$287.9K	0.0% ($287.9K/$1.4B)	QoQ NEW(+$287.9K) YoY NEW(+$287.9K)
(cusip37954Y673)✕	7.6K	QoQ +0.10% (-8) YoY -5.58% (-448)	All Managers (Combined)	$285.5K	0.0% ($285.5K/$1.4B)	QoQ -6.53% (-$20.0K) YoY -10.52% (-$33.6K)
Kraft Heinz Co(KHCcusip500754106)	9.4K	QoQ -3.47% (-338) YoY +18.26% (-1.4K)	All Managers (Combined)	$285.3K	0.0% ($285.3K/$1.4B)	QoQ -4.35% (-$13.0K) YoY -2.47% (-$7.2K)
(cusip78464A821)✕	3.6K	QoQ -2.02% (-74) YoY -14.44% (-604)	All Managers (Combined)	$284.2K	0.0% ($284.2K/$1.4B)	QoQ -10.41% (-$33.0K) YoY -22.12% (-$80.7K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.6K	QoQ -9.59% (-274) YoY -20.06% (-648)	All Managers (Combined)	$282.0K	0.0% ($282.0K/$1.4B)	QoQ +7.08% (-$18.7K) YoY +1.44% (-$4.0K)
GENERAL MILLS INC(GIScusip370334104)	4.7K	QoQ -3.36% (-164) YoY -0.80% (-38)	All Managers (Combined)	$281.7K	0.0% ($281.7K/$1.4B)	QoQ -9.39% (-$29.2K) YoY -15.22% (-$50.6K)
(cusip97717Y527)✕	5.6K	QoQ +10.43% (+526) YoY NEW(+5.6K)	All Managers (Combined)	$280.1K	0.0% ($280.1K/$1.4B)	QoQ +10.46% (+$26.5K) YoY NEW(+$280.1K)
(cusip78468R531)✕	5.2K	QoQ +26.77% (+1.1K) YoY +25.12% (+1.0K)	All Managers (Combined)	$277.6K	0.0% ($277.6K/$1.4B)	QoQ +20.08% (+$46.4K) YoY +32.19% (+$67.6K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.2K	QoQ +20.17% (+203) YoY +28.07% (+265)	All Managers (Combined)	$277.0K	0.0% ($277.0K/$1.4B)	QoQ +21.35% (+$48.7K) YoY +18.55% (+$43.3K)
COHEN & STEERS QUALITY INCOME REALTY FUND INC(RQIcusip19247L106)	21.8K	QoQ +24.61% (+4.3K) YoY +34.22% (+5.6K)	All Managers (Combined)	$274.2K	0.0% ($274.2K/$1.4B)	QoQ +27.86% (+$59.8K) YoY +39.55% (+$77.7K)