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

Search and click to pin securities to the top

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46138E628

Shares:62.5K

Value:$3.9M

808524797

SCHD|808524797

Shares:139.7K

Value:$3.9M

78464A805

Shares:56.2K

Value:$3.8M

Alphabet Inc.

GOOGL|02079K305

Shares:24.5K

Value:$3.8M

78464A771

Shares:29.9K

Value:$3.8M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:7.1K

Value:$3.5M

ABBOTT LABORATORIES

ABT|002824100

Shares:26.1K

Value:$3.5M

AFLAC INC

AFL|001055102

Shares:30.7K

Value:$3.4M

JOHNSON & JOHNSON

JNJ|478160104

Shares:20.5K

Value:$3.4M

025072562

Shares:79.5K

Value:$3.3M

46654Q203

Shares:61.2K

Value:$3.2M

464288679

Shares:28.0K

Value:$3.1M

46654Q781

Shares:47.7K

Value:$3.0M

PROCTER & GAMBLE Co

PG|742718109

Shares:17.7K

Value:$3.0M

336917109

Shares:68.1K

Value:$3.0M

AT&T INC.

T|00206R102

Shares:103.6K

Value:$2.9M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:64.5K

Value:$2.9M

025072877

Shares:33.0K

Value:$2.9M

87283Q867

Shares:88.4K

Value:$2.9M

Broadcom Inc.

AVGO|11135F101

Shares:17.0K

Value:$2.8M

Instrument	Shares		Other Manager	Value
(cusip46138E628)✕	62.5K	QoQ -7.54% (-5.1K) YoY NEW(+62.5K)	All Managers (Combined)	$3.9M	QoQ -11.19% (-$494.1K) YoY NEW(+$3.9M)
(SCHDcusip808524797)	139.7K	QoQ -2.89% (-4.2K) YoY +197.37% (+92.8K)	All Managers (Combined)	$3.9M	QoQ -0.61% (-$24.3K) YoY +3.11% (+$118.2K)
(cusip78464A805)✕	56.2K	QoQ +2.43% (-1.3K) YoY -2.02% (-1.2K)	All Managers (Combined)	$3.8M	QoQ -2.46% (-$96.7K) YoY +3.86% (-$142.3K)
Alphabet Inc.(GOOGLcusip02079K305)	24.5K	QoQ +7.23% (-1.7K) YoY +2.33% (+561)	All Managers (Combined)	$3.8M	QoQ -12.39% (-$537.2K) YoY +4.85% (+$175.8K)
(cusip78464A771)✕	29.9K	QoQ +2.93% (-855) YoY NEW(+29.9K)	All Managers (Combined)	$3.8M	QoQ -5.68% (-$227.6K) YoY NEW(+$3.8M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	7.1K	QoQ +17.04% (+1.0K) YoY +382.79% (+5.6K)	All Managers (Combined)	$3.5M	QoQ +11.05% (+$348.8K) YoY +499.15% (+$2.9M)
ABBOTT LABORATORIES(ABTcusip002824100)	26.1K	QoQ +0.27% (+71) YoY +4.75% (+1.2K)	All Managers (Combined)	$3.5M	QoQ +17.59% (+$518.2K) YoY +22.25% (+$630.4K)
AFLAC INC(AFLcusip001055102)	30.7K	QoQ +0.75% (+229) YoY +2.17% (+653)	All Managers (Combined)	$3.4M	QoQ +8.30% (+$261.6K) YoY +32.31% (+$833.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	20.5K	QoQ -5.59% (-1.2K) YoY -4.56% (-983)	All Managers (Combined)	$3.4M	QoQ +8.25% (-$259.7K) YoY +0.04% (-$1.6K)
(cusip025072562)✕	79.5K	QoQ -17.55% (-16.9K) YoY -6.48% (-5.5K)	All Managers (Combined)	$3.3M	QoQ -15.89% (-$621.7K) YoY -6.16% (-$216.2K)
(cusip46654Q203)✕	61.2K	QoQ +3.56% (-2.1K) YoY +211.53% (+41.5K)	All Managers (Combined)	$3.2M	QoQ -4.88% (-$162.5K) YoY +197.41% (+$2.1M)
(cusip464288679)✕	28.0K	QoQ +8.81% (+2.3K) YoY +40.15% (+8.0K)	All Managers (Combined)	$3.1M	QoQ +9.16% (+$259.5K) YoY +40.05% (+$884.4K)
(cusip46654Q781)✕	47.7K	QoQ +155.15% (+29.0K) YoY +145.95% (+28.3K)	All Managers (Combined)	$3.0M	QoQ +142.04% (+$1.8M) YoY +161.96% (+$1.9M)
PROCTER & GAMBLE Co(PGcusip742718109)	17.7K	QoQ 0.00% (+1) YoY -0.22% (-39)	All Managers (Combined)	$3.0M	QoQ +1.66% (+$49.2K) YoY +4.80% (-$138.1K)
(cusip336917109)✕	68.1K	QoQ +159.21% (+41.8K) YoY +236.93% (+47.9K)	All Managers (Combined)	$3.0M	QoQ +179.69% (+$1.9M) YoY +280.35% (+$2.2M)
AT&T INC.(Tcusip00206R102)	103.6K	QoQ -29.81% (-44.0K) YoY +1.34% (+1.4K)	All Managers (Combined)	$2.9M	QoQ -12.83% (-$431.5K) YoY +62.84% (+$1.1M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	64.5K	QoQ -1.26% (-824) YoY +0.56% (+363)	All Managers (Combined)	$2.9M	QoQ +11.99% (-$313.4K) YoY +8.71% (+$234.5K)
(cusip025072877)✕	33.0K	QoQ +5.00% (-1.6K) YoY +46.34% (+10.5K)	All Managers (Combined)	$2.9M	QoQ -5.17% (-$157.1K) YoY +36.13% (+$764.0K)
(cusip87283Q867)✕	88.4K	QoQ -1.30% (-1.2K) YoY +396.81% (+70.6K)	All Managers (Combined)	$2.9M	QoQ -4.24% (-$126.5K) YoY +430.49% (+$2.3M)
Broadcom Inc.(AVGOcusip11135F101)	17.0K	QoQ +10.48% (-1.6K) YoY +8439.69% (+16.8K)	All Managers (Combined)	$2.8M	QoQ -20.20% (-$720.6K) YoY +981.15% (+$2.6M)