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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09290C103

Shares:105.1K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.4B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:84.7K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.4B)

025072885

Shares:54.5K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.4B)

46432F339

QUAL|46432F339

Shares:28.6K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.4B)

97717W208

Shares:49.1K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.4B)

37954Y475

Shares:121.0K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.4B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:77.1K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.4B)

33734X846

Shares:73.3K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.4B)

46137V738

Shares:77.4K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.4B)

Howmet Aerospace Inc.

HWM|443201108

Shares:34.4K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.4B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:40.3K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:18.1K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

33733E104

Shares:48.1K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.4B)

89834G760

Shares:198.8K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.4B)

922908744

VTV|922908744

Shares:24.6K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.4B)

78464A375

Shares:127.1K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.4B)

78464A383

Shares:189.5K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.4B)

33739Q705

Shares:80.8K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.4B)

COCA COLA CO

KO|191216100

Shares:56.7K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.4B)

MCDONALDS CORP

MCD|580135101

Shares:12.6K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip09290C103)✕	105.1K	QoQ +58.24% (+38.7K) YoY NEW(+105.1K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.4B)	QoQ +50.55% (+$1.7M) YoY NEW(+$5.1M)
ALTRIA GROUP, INC.(MOcusip02209S103)	84.7K	QoQ +1.74% (+1.5K) YoY +3.42% (+2.8K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.4B)	QoQ +16.78% (+$731.0K) YoY +42.31% (+$1.5M)
(cusip025072885)✕	54.5K	QoQ +3.41% (-1.8K) YoY +18.79% (+8.6K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.4B)	QoQ -1.43% (-$73.5K) YoY +22.61% (+$929.0K)
(QUALcusip46432F339)	28.6K	QoQ -3.96% (-1.2K) YoY -40.66% (-19.6K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.4B)	QoQ -7.84% (-$415.5K) YoY -38.30% (-$3.0M)
(cusip97717W208)✕	49.1K	QoQ -0.85% (-425) YoY +5.20% (+2.4K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.4B)	QoQ +5.30% (-$245.4K) YoY +20.37% (+$824.9K)
(cusip37954Y475)✕	121.0K	QoQ +25.59% (+24.7K) YoY +78.04% (+53.1K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.4B)	QoQ +18.36% (+$741.7K) YoY +72.37% (+$2.0M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	77.1K	QoQ +15.59% (+10.4K) YoY +388.34% (+61.3K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.4B)	QoQ +24.64% (+$930.1K) YoY +449.21% (+$3.8M)
(cusip33734X846)✕	73.3K	QoQ +24.18% (+14.3K) YoY +623.86% (+63.2K)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.4B)	QoQ +23.30% (+$872.8K) YoY +708.70% (+$4.0M)
(cusip46137V738)✕	77.4K	QoQ +19.73% (+12.8K) YoY +60.97% (+29.3K)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.4B)	QoQ +25.28% (+$929.9K) YoY +69.01% (+$1.9M)
Howmet Aerospace Inc.(HWMcusip443201108)	34.4K	QoQ +11.77% (+3.6K) YoY +749.97% (+30.3K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.4B)	QoQ +32.57% (+$1.1M) YoY +1511.39% (+$4.2M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	40.3K	QoQ +71.61% (+16.8K) YoY +75.77% (+17.4K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ +49.68% (+$1.5M) YoY +30.07% (+$1.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	18.1K	QoQ -2.16% (-400) YoY +1.35% (+241)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ +0.11% (-$5.2K) YoY +24.12% (+$861.5K)
(cusip33733E104)✕	48.1K	QoQ -22.36% (-13.9K) YoY -65.78% (-92.5K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.4B)	QoQ -20.75% (-$1.1M) YoY -64.18% (-$7.7M)
(cusip89834G760)✕	198.8K	QoQ +24.44% (+39.1K) YoY +1009.82% (+180.9K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.4B)	QoQ +17.38% (+$636.3K) YoY +1073.36% (+$3.9M)
(VTVcusip922908744)	24.6K	QoQ +7.47% (+1.7K) YoY -15.82% (-4.6K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.4B)	QoQ +9.65% (+$373.7K) YoY -10.72% (-$509.6K)
(cusip78464A375)✕	127.1K	QoQ +28.69% (+28.4K) YoY +230.17% (+88.6K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.4B)	QoQ +30.58% (+$989.9K) YoY +235.72% (+$3.0M)
(cusip78464A383)✕	189.5K	QoQ +33.23% (+47.3K) YoY NEW(+189.5K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.4B)	QoQ +36.32% (+$1.1M) YoY NEW(+$4.2M)
(cusip33739Q705)✕	80.8K	QoQ -17.55% (-17.2K) YoY -46.61% (-70.5K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.4B)	QoQ -17.04% (-$838.4K) YoY -49.78% (-$4.0M)
COCA COLA CO(KOcusip191216100)	56.7K	QoQ +2.72% (+1.5K) YoY +0.54% (+309)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.4B)	QoQ +18.16% (+$624.4K) YoY +17.70% (+$610.9K)
MCDONALDS CORP(MCDcusip580135101)	12.6K	QoQ -41.16% (-8.8K) YoY -39.16% (-8.1K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.4B)	QoQ -36.60% (-$2.3M) YoY -32.60% (-$1.9M)