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Good Life Advisors, LLC Top Holdings and 13F Report (2025)

About Good Life Advisors, LLC

Investment Activity

  • Good Life Advisors, LLC has $1.42 billion in total holdings as of March 31, 2025.
  • Good Life Advisors, LLC owns shares of 494 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
  • Approximately 11.23% of the portfolio was purchased this quarter.
  • About 5.08% of the portfolio was sold this quarter.
  • This quarter, Good Life Advisors, LLC has purchased 488 new stocks and bought additional shares in 258 stocks.
  • Good Life Advisors, LLC sold shares of 183 stocks and completely divested from 31 stocks this quarter.

Largest New Holdings this Quarter

00039J707 - AB ACTIVE ETFS INC
$7,203,711 Holding
464287515 - iShares Expanded Tech-Software Sector ETF
$2,370,878 Holding
97717W471 - WisdomTree Bloomberg U.S. Dollar Bullish Fund
$1,983,898 Holding
518416409 - Hartford Multifactor US Equity ETF
$1,909,936 Holding

Largest Purchases this Quarter

Janus Henderson AAA CLO ETF
285,315 shares (about $14.47M)
SPDR Portfolio S&P 500 Growth ETF
110,864 shares (about $8.91M)
iShares Core S&P 500 ETF
15,306 shares (about $8.60M)
AB ACTIVE ETFS INC
112,312 shares (about $7.20M)
SPDR Portfolio Short Term Treasury ETF
239,864 shares (about $7.01M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF
76,720 shares (about $5.05M)
Apple
15,301 shares (about $3.40M)
Microsoft
7,500 shares (about $2.82M)
McDonald's
8,799 shares (about $2.75M)
SPDR S&P Kensho New Economies Composite ETF
52,204 shares (about $2.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGood Life Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$98,745,389$5,045,106 -4.9%1,501,6037.0%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$71,007,164$1,141,102 1.6%2,780,2335.0%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$67,798,905$4,546,300 7.2%1,327,5694.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$41,218,576$1,598,715 -3.7%380,3152.9%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$39,171,251$8,910,130 29.4%487,3872.8%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$37,891,007$1,451,823 4.0%740,3482.7%ETF
Apple Inc. stock logo
AAPL
Apple
$35,859,864$3,398,798 -8.7%161,4372.5%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$29,148,540$3,771,465 14.9%981,7622.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$29,006,508$8,600,473 42.1%51,6222.0%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$23,734,065$1,134,025 5.0%582,2881.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$21,878,050$390,642 1.8%600,8811.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$21,228,246$2,815,417 -11.7%56,5501.5%Computer and Technology
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$20,063,890$1,046,655 5.5%598,9141.4%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$17,802,623$1,350,112 8.2%707,5761.3%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$17,282,713$1,067,142 -5.8%595,3401.2%ETF
US Treasury 6 Month Bill ETF stock logo
XBIL
US Treasury 6 Month Bill ETF
$16,676,474$4,732,942 39.6%332,3991.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$16,514,118$330,674 2.0%86,7971.2%Retail/Wholesale
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$16,446,851$1,394,942 -7.8%550,7981.2%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$16,107,443$3,689,539 29.7%275,1531.1%Manufacturing
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$15,536,456$983,305 6.8%169,7421.1%ETF
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$15,162,618$19,349 -0.1%125,3831.1%Manufacturing
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$14,963,751$14,468,315 2,920.3%295,0851.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,009,940$474,356 4.1%21,4700.8%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$11,819,049$91,773 0.8%331,6230.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,670,402$1,570,512 -11.9%22,7090.8%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$11,401,193$485,875 4.5%54,4160.8%Medical
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$11,130,976$7,013,630 170.3%380,6760.8%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$10,609,632$5,259,771 98.3%352,4790.7%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$10,546,655$1,827,084 21.0%224,7310.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,129,543$273,655 2.8%200,0700.7%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$9,496,673$2,491,188 35.6%309,0360.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$8,991,789$199,921 2.3%228,3920.6%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$8,492,162$127,680 1.5%8,9790.6%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,383,976$483,443 6.1%30,5050.6%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$8,150,331$1,739,937 27.1%329,3040.6%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$7,774,281$951,687 13.9%142,8830.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$7,234,934$604,007 9.1%13,2000.5%Business Services
AB ACTIVE ETFS INC
$7,203,711$7,203,711 New Holding112,3120.5%US LARGE CAP STR
Invesco QQQ stock logo
QQQ
Invesco QQQ
$7,166,615$379,362 5.6%15,2830.5%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,137,381$184,482 2.7%36,7930.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,022,411$114,696 1.7%12,1840.5%Computer and Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$7,016,270$174,814 -2.4%87,8570.5%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,671,633$686,496 11.5%12,5270.5%Finance
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$6,481,847$1,734,135 36.5%87,8420.5%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$6,296,161$2,087,501 49.6%265,4370.4%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$6,228,506$1,687,480 37.2%217,9320.4%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$6,058,865$362,180 -5.6%117,6710.4%ETF
FICS
First Trust International Developed Capital Strength ETF
$5,967,773$1,348,937 29.2%162,8760.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,856,930$4,078 0.1%56,0100.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$5,797,843$133,816 -2.3%169,2790.4%ETF
EMCB
WisdomTree Emerging Markets Corporate Bond Fund
$5,760,079$992,598 20.8%88,0610.4%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$5,606,711$95,100 1.7%73,2230.4%ETF
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$5,584,661$1,191,819 27.1%187,7190.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,573,802$56,016 1.0%46,8660.4%Energy
Netflix, Inc. stock logo
NFLX
Netflix
$5,456,249$358,093 7.0%5,8510.4%Consumer Discretionary
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,363,394$112,662 2.1%18,6140.4%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$5,357,680$1,983,074 58.8%86,7220.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,335,060$425,799 8.7%20,5860.4%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$5,282,766$34,501 0.7%60,1750.4%Retail/Wholesale
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$5,277,656$1,147,565 -17.9%96,2020.4%Manufacturing
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$5,122,717$1,885,449 58.2%105,0600.4%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$5,085,182$87,329 1.7%84,7250.4%Consumer Staples
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$5,037,243$166,378 3.4%54,5270.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$4,883,268$201,476 -4.0%28,5760.3%ETF
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$4,872,935$42,143 -0.9%49,1420.3%Finance
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$4,780,273$974,023 25.6%121,0500.3%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$4,703,882$634,544 15.6%77,1250.3%Medical
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$4,618,254$899,383 24.2%73,3060.3%Manufacturing
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$4,608,451$759,585 19.7%77,4400.3%ETF
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$4,461,424$469,883 11.8%34,3900.3%Aerospace
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$4,434,885$1,850,683 71.6%40,3210.3%Transportation
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,432,117$98,121 -2.2%18,0680.3%Finance
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$4,311,190$1,241,885 -22.4%48,0940.3%ETF
CLSE
Convergence Long/Short Equity ETF
$4,297,117$844,024 24.4%198,8480.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,243,439$295,206 7.5%24,5660.3%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$4,226,411$942,449 28.7%127,1490.3%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$4,178,743$1,042,304 33.2%189,5120.3%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$4,081,568$868,844 -17.6%80,7910.3%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$4,061,207$107,716 2.7%56,7050.3%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$3,927,917$2,748,449 -41.2%12,5750.3%Retail/Wholesale
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$3,920,769$319,816 -7.5%62,4620.3%Manufacturing
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,907,312$116,397 -2.9%139,7470.3%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$3,821,489$90,862 2.4%56,1900.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,795,386$256,088 7.2%24,5430.3%Computer and Technology
KCE
SPDR S&P Capital Markets ETF
$3,778,552$107,876 2.9%29,9480.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,503,049$510,129 17.0%7,0730.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,463,522$9,418 0.3%26,1100.2%Medical
Aflac Incorporated stock logo
AFL
Aflac
$3,411,888$25,463 0.8%30,6850.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,406,520$201,993 -5.6%20,5410.2%Medical
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$3,290,052$700,733 -17.6%79,4890.2%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,167,355$109,101 3.6%61,1690.2%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$3,092,572$250,525 8.8%27,9970.2%ETF
J P MORGAN EXCHANGE TRADED F
$3,035,245$1,845,694 155.2%47,6790.2%EQUITY FOCUS ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,013,890$170 0.0%17,6850.2%Consumer Staples
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$2,956,510$1,815,956 159.2%68,0600.2%ETF
AT&T Inc. stock logo
T
AT&T
$2,930,217$1,244,936 -29.8%103,6150.2%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,925,239$37,377 -1.3%64,4890.2%Computer and Technology
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$2,878,319$137,291 5.0%33,0200.2%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$2,852,369$37,832 -1.3%88,3630.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,845,316$270,066 10.5%16,9940.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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