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 21 of 25

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03073E105

Shares:986

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$1.4B)

74347X633

Shares:3.1K

Value:$273.6K

% of Portfolio:0.0% ($273.6K/$1.4B)

Enovix Corp

ENVX|293594107

Shares:37.2K

Value:$272.9K

% of Portfolio:0.0% ($272.9K/$1.4B)

46138E610

Shares:18.7K

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$1.4B)

37954Y343

Shares:5.0K

Value:$268.0K

% of Portfolio:0.0% ($268.0K/$1.4B)

74348A467

Shares:2.6K

Value:$267.0K

% of Portfolio:0.0% ($267.0K/$1.4B)

NOVARTIS AG

NVS|66987V109

Shares:2.4K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$1.4B)

NEWMONT Corp /DE/

NEM|651639106

Shares:5.5K

Value:$264.8K

% of Portfolio:0.0% ($264.8K/$1.4B)

464287291

Shares:3.5K

Value:$264.3K

% of Portfolio:0.0% ($264.3K/$1.4B)

Brainsway Ltd.

BWAY|10501L106

Shares:27.9K

Value:$264.2K

% of Portfolio:0.0% ($264.2K/$1.4B)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:2.4K

Value:$264.1K

% of Portfolio:0.0% ($264.1K/$1.4B)

46137V258

Shares:2.8K

Value:$260.0K

% of Portfolio:0.0% ($260.0K/$1.4B)

922908611

VBR|922908611

Shares:1.4K

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$1.4B)

922907746

VTEB|922907746

Shares:5.1K

Value:$254.1K

% of Portfolio:0.0% ($254.1K/$1.4B)

464287408

IVE|464287408

Shares:1.3K

Value:$253.7K

% of Portfolio:0.0% ($253.7K/$1.4B)

46137V464

Shares:2.2K

Value:$252.4K

% of Portfolio:0.0% ($252.4K/$1.4B)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.3K

Value:$252.3K

% of Portfolio:0.0% ($252.3K/$1.4B)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:22.5K

Value:$252.0K

% of Portfolio:0.0% ($252.0K/$1.4B)

M&T BANK CORP

MTB|55261F104

Shares:1.4K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$1.4B)

00039J608

Shares:6.8K

Value:$251.2K

% of Portfolio:0.0% ($251.2K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip03073E105)✕	986	QoQ -10.11% (-111) YoY -41.02% (-686)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$1.4B)	QoQ +11.25% (-$27.7K) YoY -32.54% (-$132.2K)
(cusip74347X633)✕	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$273.6K	0.0% ($273.6K/$1.4B)	QoQ +4.32% (+$11.4K) YoY +30.50% (+$64.0K)
Enovix Corp(ENVXcusip293594107)	37.2K	QoQ -19.53% (-9.0K) YoY -1.40% (-531)	All Managers (Combined)	$272.9K	0.0% ($272.9K/$1.4B)	QoQ -45.66% (-$229.4K) YoY -9.65% (-$29.2K)
(cusip46138E610)✕	18.7K	QoQ NEW(+18.7K) YoY NEW(+18.7K)	All Managers (Combined)	$269.9K	0.0% ($269.9K/$1.4B)	QoQ NEW(+$269.9K) YoY NEW(+$269.9K)
(cusip37954Y343)✕	5.0K	QoQ -25.23% (-1.7K) YoY NEW(+5.0K)	All Managers (Combined)	$268.0K	0.0% ($268.0K/$1.4B)	QoQ -19.45% (-$64.7K) YoY NEW(+$268.0K)
(cusip74348A467)✕	2.6K	QoQ -3.68% (-100) YoY -29.81% (-1.1K)	All Managers (Combined)	$267.0K	0.0% ($267.0K/$1.4B)	QoQ -1.15% (-$3.1K) YoY -29.29% (-$110.6K)
NOVARTIS AG(NVScusip66987V109)	2.4K	QoQ +1.70% (+40) YoY +0.50% (+12)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$1.4B)	QoQ +16.51% (+$37.6K) YoY +15.83% (+$36.3K)
NEWMONT Corp /DE/(NEMcusip651639106)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$264.8K	0.0% ($264.8K/$1.4B)	QoQ NEW(+$264.8K) YoY NEW(+$264.8K)
(cusip464287291)✕	3.5K	QoQ +0.40% (-14) YoY +1.77% (+61)	All Managers (Combined)	$264.3K	0.0% ($264.3K/$1.4B)	QoQ -10.27% (-$30.3K) YoY +3.03% (+$7.8K)
Brainsway Ltd.(BWAYcusip10501L106)	27.9K	QoQ 0.00% (+0) YoY -21.89% (-7.8K)	All Managers (Combined)	$264.2K	0.0% ($264.2K/$1.4B)	QoQ +0.42% (+$1.1K) YoY +39.82% (-$75.3K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$264.1K	0.0% ($264.1K/$1.4B)	QoQ NEW(+$264.1K) YoY NEW(+$264.1K)
(cusip46137V258)✕	2.8K	QoQ +0.07% (+2) YoY +0.21% (+6)	All Managers (Combined)	$260.0K	0.0% ($260.0K/$1.4B)	QoQ +2.44% (+$6.2K) YoY +4.64% (+$11.5K)
(VBRcusip922908611)	1.4K	QoQ +12.83% (+158) YoY -11.24% (-176)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$1.4B)	QoQ +6.11% (+$14.9K) YoY -13.78% (-$41.4K)
(VTEBcusip922907746)	5.1K	QoQ -19.86% (-1.3K) YoY -21.41% (-1.4K)	All Managers (Combined)	$254.1K	0.0% ($254.1K/$1.4B)	QoQ -20.66% (-$66.2K) YoY -22.92% (-$75.6K)
(IVEcusip464287408)	1.3K	QoQ -8.64% (-126) YoY -4.65% (-65)	All Managers (Combined)	$253.7K	0.0% ($253.7K/$1.4B)	QoQ -8.80% (-$24.5K) YoY -2.74% (-$7.1K)
(cusip46137V464)✕	2.2K	QoQ +9.68% (+196) YoY NEW(+2.2K)	All Managers (Combined)	$252.4K	0.0% ($252.4K/$1.4B)	QoQ +1.03% (+$2.6K) YoY NEW(+$252.4K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.3K	QoQ 0.00% (-0) YoY -1.32% (-31)	All Managers (Combined)	$252.3K	0.0% ($252.3K/$1.4B)	QoQ -8.45% (-$23.3K) YoY -25.52% (-$86.4K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	22.5K	QoQ +0.44% (-100) YoY -13.61% (-3.5K)	All Managers (Combined)	$252.0K	0.0% ($252.0K/$1.4B)	QoQ -0.26% (-$665) YoY -12.59% (-$36.3K)
M&T BANK CORP(MTBcusip55261F104)	1.4K	QoQ +16.54% (+200) YoY NEW(+1.4K)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$1.4B)	QoQ +10.80% (+$24.6K) YoY NEW(+$251.9K)
(cusip00039J608)✕	6.8K	QoQ -12.48% (-973) YoY NEW(+6.8K)	All Managers (Combined)	$251.2K	0.0% ($251.2K/$1.4B)	QoQ -12.61% (-$36.3K) YoY NEW(+$251.2K)