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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PFIZER INC

PFE|717081103

Shares:72.3K

Value:$1.8M

SOUTHERN CO

SO|842587107

Shares:19.6K

Value:$1.8M

MICROSTRATEGY Inc

MSTR|594972408

Shares:6.2K

Value:$1.8M

33739Q408

Shares:29.0K

Value:$1.7M

81369Y704

Shares:13.2K

Value:$1.7M

81369Y860

Shares:41.5K

Value:$1.7M

NEW JERSEY RESOURCES CORP

NJR|646025106

Shares:35.0K

Value:$1.7M

81369Y886

Shares:21.4K

Value:$1.7M

025072802

Shares:24.2K

Value:$1.7M

Alphabet Inc.

GOOG|02079K107

Shares:10.6K

Value:$1.7M

Blackstone Inc.

BX|09260D107

Shares:11.7K

Value:$1.6M

GENERAL ELECTRIC CO

GE|369604301

Shares:7.9K

Value:$1.6M

33737J158

Shares:28.8K

Value:$1.6M

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:13.9K

Value:$1.6M

46138J783

Shares:78.9K

Value:$1.5M

Philip Morris International Inc.

PM|718172109

Shares:9.6K

Value:$1.5M

DEERE & CO

DE|244199105

Shares:3.2K

Value:$1.5M

025072604

AVEM|025072604

Shares:24.6K

Value:$1.5M

46138J791

Shares:75.5K

Value:$1.5M

00039J103

Shares:28.9K

Value:$1.5M

Instrument	Shares		Other Manager	Value
PFIZER INC(PFEcusip717081103)	72.3K	QoQ +1.18% (-845) YoY +72.79% (+30.4K)	All Managers (Combined)	$1.8M	QoQ -3.35% (-$63.6K) YoY +57.78% (+$670.5K)
SOUTHERN CO(SOcusip842587107)	19.6K	QoQ -1.32% (-263) YoY -2.97% (-601)	All Managers (Combined)	$1.8M	QoQ +10.21% (-$167.2K) YoY +24.35% (-$353.2K)
MICROSTRATEGY Inc(MSTRcusip594972408)	6.2K	QoQ +119.74% (+3.4K) YoY NEW(+6.2K)	All Managers (Combined)	$1.8M	QoQ +118.72% (+$976.9K) YoY NEW(+$1.8M)
(cusip33739Q408)✕	29.0K	QoQ -1.54% (-455) YoY -33.72% (-14.8K)	All Managers (Combined)	$1.7M	QoQ -1.42% (-$25.2K) YoY -33.48% (-$874.1K)
(cusip81369Y704)✕	13.2K	QoQ +22.36% (+2.4K) YoY +136.53% (+7.6K)	All Managers (Combined)	$1.7M	QoQ +21.71% (+$309.7K) YoY +146.10% (+$1.0M)
(cusip81369Y860)✕	41.5K	QoQ -3.12% (-1.3K) YoY +0.37% (+156)	All Managers (Combined)	$1.7M	QoQ -0.30% (-$5.4K) YoY +6.27% (+$102.4K)
NEW JERSEY RESOURCES CORP(NJRcusip646025106)	35.0K	QoQ +0.96% (+333) YoY +3.93% (+1.3K)	All Managers (Combined)	$1.7M	QoQ +6.17% (+$99.8K) YoY +18.82% (+$271.9K)
(cusip81369Y886)✕	21.4K	QoQ +15.40% (+2.9K) YoY +24.76% (+4.3K)	All Managers (Combined)	$1.7M	QoQ +20.22% (+$284.5K) YoY +49.85% (+$562.7K)
(cusip025072802)✕	24.2K	QoQ +3.74% (+875) YoY +10.93% (+2.4K)	All Managers (Combined)	$1.7M	QoQ +11.17% (+$169.8K) YoY +17.46% (+$251.2K)
Alphabet Inc.(GOOGcusip02079K107)	10.6K	QoQ -3.10% (-340) YoY -1.83% (-198)	All Managers (Combined)	$1.7M	QoQ -20.50% (-$428.0K) YoY +0.73% (-$12.1K)
Blackstone Inc.(BXcusip09260D107)	11.7K	QoQ +2.94% (-334) YoY -3.79% (-461)	All Managers (Combined)	$1.6M	QoQ -16.54% (-$323.6K) YoY +2.36% (-$37.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	7.9K	QoQ -1.66% (-134) YoY +7.03% (+521)	All Managers (Combined)	$1.6M	QoQ +18.01% (-$242.2K) YoY +22.04% (+$286.6K)
(cusip33737J158)✕	28.8K	QoQ -34.38% (-15.1K) YoY -72.98% (-77.9K)	All Managers (Combined)	$1.6M	QoQ -30.39% (-$689.9K) YoY -73.13% (-$4.3M)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	13.9K	QoQ +189.43% (+9.1K) YoY +241.78% (+9.9K)	All Managers (Combined)	$1.6M	QoQ +172.69% (+$986.3K) YoY +225.14% (+$1.1M)
(cusip46138J783)✕	78.9K	QoQ -44.69% (-63.8K) YoY -76.13% (-251.8K)	All Managers (Combined)	$1.5M	QoQ -44.38% (-$1.2M) YoY -75.76% (-$4.8M)
Philip Morris International Inc.(PMcusip718172109)	9.6K	QoQ -4.72% (-475) YoY -6.66% (-684)	All Managers (Combined)	$1.5M	QoQ +25.66% (-$310.7K) YoY +61.71% (-$580.6K)
DEERE & CO(DEcusip244199105)	3.2K	QoQ -6.84% (-232) YoY +10.46% (+299)	All Managers (Combined)	$1.5M	QoQ +3.18% (-$45.7K) YoY +26.20% (+$307.4K)
(AVEMcusip025072604)	24.6K	QoQ -4.32% (-1.1K) YoY -1.27% (-318)	All Managers (Combined)	$1.5M	QoQ -2.07% (-$31.4K) YoY +2.48% (-$35.9K)
(cusip46138J791)✕	75.5K	QoQ -46.08% (-64.5K) YoY -76.96% (-252.3K)	All Managers (Combined)	$1.5M	QoQ -45.94% (-$1.2M) YoY -76.64% (-$4.8M)
(cusip00039J103)✕	28.9K	QoQ +12.01% (+3.1K) YoY NEW(+28.9K)	All Managers (Combined)	$1.5M	QoQ +12.59% (+$163.4K) YoY NEW(+$1.5M)