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

Page 7 of 25

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ELI LILLY & Co

LLY|532457108

Shares:2.7K

Value:$2.2M

25434V831

Shares:66.2K

Value:$2.2M

922908736

VUG|922908736

Shares:5.9K

Value:$2.2M

921910816

MGK|921910816

Shares:7.0K

Value:$2.2M

nVent Electric plc

NVT|G6700G107

Shares:41.4K

Value:$2.2M

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:66.6K

Value:$2.2M

LOWES COMPANIES INC

LOW|548661107

Shares:9.3K

Value:$2.2M

HOME DEPOT, INC.

HD|437076102

Shares:5.8K

Value:$2.1M

CATERPILLAR INC

CAT|149123101

Shares:6.3K

Value:$2.1M

37954Y483

Shares:121.7K

Value:$2.0M

97717W471

Shares:72.8K

Value:$2.0M

SHOPIFY INC.

SHOP|82509L107

Shares:20.6K

Value:$2.0M

CHEVRON CORP

CVX|166764100

Shares:11.5K

Value:$1.9M

518416409

Shares:37.6K

Value:$1.9M

92204A702

VGT|92204A702

Shares:3.5K

Value:$1.9M

78468R663

Shares:20.7K

Value:$1.9M

72201R833

Shares:18.6K

Value:$1.9M

38149W622

Shares:40.0K

Value:$1.9M

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:8.9K

Value:$1.9M

Palantir Technologies Inc.

PLTR|69608A108

Shares:21.8K

Value:$1.8M

Instrument	Shares		Other Manager	Value
ELI LILLY & Co(LLYcusip532457108)	2.7K	QoQ -1.91% (-52) YoY -6.68% (-191)	All Managers (Combined)	$2.2M	QoQ +4.97% (-$104.3K) YoY -0.91% (-$20.3K)
(cusip25434V831)✕	66.2K	QoQ +4.53% (+2.9K) YoY +38.87% (+18.5K)	All Managers (Combined)	$2.2M	QoQ +2.52% (+$53.9K) YoY +45.59% (+$686.8K)
(VUGcusip922908736)	5.9K	QoQ +6.32% (-350) YoY +21.39% (+1.0K)	All Managers (Combined)	$2.2M	QoQ -3.94% (-$89.6K) YoY +30.79% (+$513.7K)
(MGKcusip921910816)	7.0K	QoQ +8.72% (-564) YoY +67.62% (+2.8K)	All Managers (Combined)	$2.2M	QoQ -2.20% (-$48.9K) YoY +80.65% (+$968.7K)
nVent Electric plc(NVTcusipG6700G107)	41.4K	QoQ +1.16% (-477) YoY +8.10% (-3.1K)	All Managers (Combined)	$2.2M	QoQ -22.19% (-$618.6K) YoY -24.84% (-$716.8K)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	66.6K	QoQ -1.97% (-1.3K) YoY -0.80% (-537)	All Managers (Combined)	$2.2M	QoQ +0.65% (-$14.1K) YoY +19.73% (-$357.1K)
LOWES COMPANIES INC(LOWcusip548661107)	9.3K	QoQ -6.08% (-601) YoY -5.96% (-589)	All Managers (Combined)	$2.2M	QoQ -11.24% (-$274.3K) YoY -13.90% (-$349.7K)
HOME DEPOT, INC.(HDcusip437076102)	5.8K	QoQ +4.64% (-256) YoY -1.14% (-67)	All Managers (Combined)	$2.1M	QoQ -1.40% (-$30.2K) YoY -5.54% (-$124.1K)
CATERPILLAR INC(CATcusip149123101)	6.3K	QoQ +0.41% (-26) YoY +0.15% (-10)	All Managers (Combined)	$2.1M	QoQ -8.71% (-$198.4K) YoY -9.86% (-$227.4K)
(cusip37954Y483)✕	121.7K	QoQ +77.69% (+53.2K) YoY +982.85% (+110.5K)	All Managers (Combined)	$2.0M	QoQ +62.18% (+$776.0K) YoY +905.49% (+$1.8M)
(cusip97717W471)✕	72.8K	QoQ NEW(+72.8K) YoY NEW(+72.8K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
SHOPIFY INC.(SHOPcusip82509L107)	20.6K	QoQ +0.84% (-173) YoY -5.09% (-1.1K)	All Managers (Combined)	$2.0M	QoQ -9.48% (-$206.0K) YoY +17.37% (-$291.1K)
CHEVRON CORP(CVXcusip166764100)	11.5K	QoQ -18.52% (-2.6K) YoY -55.37% (-14.2K)	All Managers (Combined)	$1.9M	QoQ -5.89% (-$120.1K) YoY -52.67% (-$2.1M)
(cusip518416409)✕	37.6K	QoQ NEW(+37.6K) YoY NEW(+37.6K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(VGTcusip92204A702)	3.5K	QoQ +0.19% (-7) YoY +0.34% (+12)	All Managers (Combined)	$1.9M	QoQ -12.58% (-$273.9K) YoY +3.78% (+$69.4K)
(cusip78468R663)✕	20.7K	QoQ -6.15% (-1.4K) YoY -72.79% (-55.4K)	All Managers (Combined)	$1.9M	QoQ -5.84% (-$118.0K) YoY -72.81% (-$5.1M)
(cusip72201R833)✕	18.6K	QoQ -1.34% (-254) YoY +3.20% (+578)	All Managers (Combined)	$1.9M	QoQ -1.06% (-$20.2K) YoY +3.29% (+$59.7K)
(cusip38149W622)✕	40.0K	QoQ +38.64% (+11.2K) YoY NEW(+40.0K)	All Managers (Combined)	$1.9M	QoQ +30.68% (+$437.9K) YoY NEW(+$1.9M)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	8.9K	QoQ +3.58% (+307) YoY +8.20% (+673)	All Managers (Combined)	$1.9M	QoQ +3.10% (+$55.9K) YoY +6.27% (+$109.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	21.8K	QoQ +13.02% (+2.5K) YoY +60.91% (+8.3K)	All Managers (Combined)	$1.8M	QoQ +26.13% (+$381.3K) YoY +490.21% (+$1.5M)