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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47804J206

Shares:47.1K

Value:$2.7M

VISA INC.

V|92826C839

Shares:7.7K

Value:$2.7M

46641Q886

Shares:26.5K

Value:$2.7M

33738R704

Shares:37.2K

Value:$2.5M

336920103

Shares:22.7K

Value:$2.5M

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:12.7K

Value:$2.5M

78464A664

Shares:92.0K

Value:$2.5M

Salesforce, Inc.

CRM|79466L302

Shares:9.2K

Value:$2.5M

33734X192

Shares:23.6K

Value:$2.4M

69374H881

Shares:43.6K

Value:$2.4M

Constellation Energy Corp

CEG|21037T109

Shares:11.8K

Value:$2.4M

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:9.5K

Value:$2.4M

464287515

Shares:26.6K

Value:$2.4M

464287507

IJH|464287507

Shares:40.4K

Value:$2.4M

81369Y803

XLK|81369Y803

Shares:11.4K

Value:$2.4M

78468R648

Shares:49.9K

Value:$2.3M

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:4.5K

Value:$2.3M

Duke Energy CORP

DUK|26441C204

Shares:18.7K

Value:$2.3M

Palo Alto Networks Inc

PANW|697435105

Shares:13.4K

Value:$2.3M

Walt Disney Co

DIS|254687106

Shares:22.5K

Value:$2.2M

Instrument	Shares		Other Manager	Value
(cusip47804J206)✕	47.1K	QoQ +5.60% (+2.5K) YoY +20.26% (+7.9K)	All Managers (Combined)	$2.7M	QoQ +1.31% (+$35.0K) YoY +20.10% (+$452.1K)
VISA INC.(Vcusip92826C839)	7.7K	QoQ -2.35% (-185) YoY -4.00% (-320)	All Managers (Combined)	$2.7M	QoQ +8.27% (-$205.5K) YoY +20.55% (-$458.4K)
(cusip46641Q886)✕	26.5K	QoQ NEW(+26.5K) YoY NEW(+26.5K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip33738R704)✕	37.2K	QoQ +136.42% (+21.5K) YoY +240.72% (+26.3K)	All Managers (Combined)	$2.5M	QoQ +109.32% (+$1.3M) YoY +245.18% (+$1.8M)
(cusip336920103)✕	22.7K	QoQ -42.49% (-16.8K) YoY -59.72% (-33.7K)	All Managers (Combined)	$2.5M	QoQ -46.23% (-$2.2M) YoY -57.46% (-$3.4M)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	12.7K	QoQ +1.37% (-172) YoY +4.86% (+590)	All Managers (Combined)	$2.5M	QoQ -10.83% (-$306.0K) YoY +9.41% (+$216.7K)
(cusip78464A664)✕	92.0K	QoQ -2.68% (-2.5K) YoY +31.37% (+22.0K)	All Managers (Combined)	$2.5M	QoQ +1.29% (-$32.0K) YoY +28.17% (+$551.0K)
Salesforce, Inc.(CRMcusip79466L302)	9.2K	QoQ +413.69% (+7.4K) YoY +544.46% (+7.8K)	All Managers (Combined)	$2.5M	QoQ +312.35% (+$1.9M) YoY +474.24% (+$2.0M)
(cusip33734X192)✕	23.6K	QoQ +879.80% (+21.2K) YoY -25.09% (-7.9K)	All Managers (Combined)	$2.4M	QoQ +740.96% (+$2.1M) YoY -19.89% (-$598.7K)
(cusip69374H881)✕	43.6K	QoQ -2.81% (-1.3K) YoY -31.43% (-20.0K)	All Managers (Combined)	$2.4M	QoQ -5.77% (-$146.3K) YoY -35.38% (-$1.3M)
Constellation Energy Corp(CEGcusip21037T109)	11.8K	QoQ +2.28% (-264) YoY +438.90% (+9.6K)	All Managers (Combined)	$2.4M	QoQ -7.81% (-$202.2K) YoY +487.78% (+$2.0M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	9.5K	QoQ -2.39% (-234) YoY -5.65% (-572)	All Managers (Combined)	$2.4M	QoQ +10.40% (-$223.5K) YoY +22.84% (-$441.2K)
(cusip464287515)✕	26.6K	QoQ NEW(+26.6K) YoY NEW(+26.6K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(IJHcusip464287507)	40.4K	QoQ +0.13% (-56) YoY -41.73% (-29.0K)	All Managers (Combined)	$2.4M	QoQ -6.22% (-$156.7K) YoY -44.02% (-$1.9M)
(XLKcusip81369Y803)	11.4K	QoQ +21.56% (+2.0K) YoY +21.31% (+2.0K)	All Managers (Combined)	$2.4M	QoQ +7.94% (+$173.7K) YoY +20.27% (+$397.7K)
(cusip78468R648)✕	49.9K	QoQ -51.13% (-52.2K) YoY -48.73% (-47.4K)	All Managers (Combined)	$2.3M	QoQ -55.30% (-$2.9M) YoY -50.42% (-$2.4M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	4.5K	QoQ +69.99% (+1.9K) YoY +73.14% (+1.9K)	All Managers (Combined)	$2.3M	QoQ +85.49% (+$1.1M) YoY +85.19% (+$1.1M)
Duke Energy CORP(DUKcusip26441C204)	18.7K	QoQ +0.05% (+10) YoY +4.79% (+856)	All Managers (Combined)	$2.3M	QoQ +13.26% (+$267.4K) YoY +32.16% (+$555.6K)
Palo Alto Networks Inc(PANWcusip697435105)	13.4K	QoQ +1046.35% (+12.2K) YoY NEW(+13.4K)	All Managers (Combined)	$2.3M	QoQ +975.04% (+$2.1M) YoY NEW(+$2.3M)
Walt Disney Co(DIScusip254687106)	22.5K	QoQ +0.21% (-49) YoY +58.62% (+8.3K)	All Managers (Combined)	$2.2M	QoQ -11.16% (-$278.9K) YoY +27.94% (+$484.6K)