Good Life Advisors, LLC Purchases in Q1 2025

Good Life Advisors, LLC

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
2.03K
+ 21.56%
$206.38 - $242.18 $418K - $491K
11.4K $2.36M
IBRX
Immunity Bio, Inc.

Healthcare
57.3K
New
$2.32 - $3.9 $133K - $224K
57.3K $172K
AVDV
American Centy ETF Tr Avantis

ETFs
875
+ 3.75%
$63.74 - $71.96 $55.8K - $63K
24.2K $1.69M
WELL
Welltower Inc.

Real Estate
69
+ 1.22%
$124.05 - $156.86 $8.56K - $10.8K
5.74K $880K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4K
+ 13.55%
$36.63 - $37.45 $146K - $150K
33.5K $1.23M
AMGN
Amgen Inc

Healthcare
154
+ 9.47%
$258.59 - $327.36 $39.8K - $50.4K
1.78K $554K
DFIV
Dimensional ETF Tr

ETFs
1.45K
+ 7.91%
$35.33 - $40.77 $51.3K - $59.2K
19.8K $779K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.25K
+ 31.64%
$24.66 - $26.1 $129K - $137K
21.8K $544K
MDT
Medtronic PLC

Healthcare
1.02K
+ 34.93%
$79.84 - $94.5 $81.1K - $96K
3.93K $352K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.14K
+ 31.78%
$59.97 - $70.03 $128K - $150K
8.86K $556K
NJR
New Jersey Resources Corp

Utilities
333
+ 0.96%
$45.25 - $49.37 $15.1K - $16.4K
35K $1.72M
WM
Waste Management Inc

Industrials
16
+ 0.51%
$200.54 - $233.78 $3.21K - $3.74K
3.15K $729K
BP
Bp PLC

Energy
964
+ 6.56%
$29.93 - $35.31 $28.9K - $34K
15.7K $529K
SHEL
Shell PLC

Energy
765
+ 20.48%
$62.84 - $73.29 $48.1K - $56.1K
4.5K $329K
ELV
Elevance Health, Inc.

Healthcare
91
+ 14.7%
$365.9 - $436.25 $33.3K - $39.7K
710 $308K
IWD
Ishares Russell 1000 Val ETF

ETFs
403
+ 14.85%
$182.82 - $196.21 $73.7K - $79.1K
3.12K $580K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.16K
+ 10.25%
$61.9 - $66.89 $72K - $77.8K
12.5K $794K
UL
Unilever PLC

Consumer Defensive
1.01K
+ 24.0%
$54.72 - $60.29 $55.3K - $60.9K
5.22K $310K
LYG
Lloyds Banking Group PLC

Financial Services
18K
New
$2.58 - $3.9 $46.3K - $70K
18K $68K
AMAT
Applied Materials Inc

Technology
707
+ 35.71%
$145.06 - $195.51 $103K - $138K
2.69K $389K
CGUS
Capital Group Core Equity ETF
2.71K
+ 18.16%
$33.08 - $36.62 $89.7K - $99.3K
17.7K $589K
PPL
Ppl Corp

Utilities
264
+ 1.74%
$31.68 - $36.11 $8.36K - $9.53K
15.5K $558K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
566
+ 27.73%
$203.38 - $274.79 $115K - $156K
2.61K $535K
KMI
Kinder Morgan, Inc.

Energy
1.59K
+ 10.65%
$26.1 - $31.22 $41.6K - $49.8K
16.6K $472K
VHT
Vanguard Health Care ETF

ETFs
46
+ 0.88%
$254.06 - $273.83 $11.7K - $12.6K
5.27K $1.38M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
4.31K
+ 24.61%
$12.04 - $13.32 $51.9K - $57.4K
21.8K $274K
EXC
Exelon Corp

Utilities
15
+ 0.22%
$37.3 - $46.08 $560 - $691
6.94K $319K
AVES
American Centy ETF Tr Avantis

ETFs
934
+ 6.64%
$44.71 - $48.65 $41.8K - $45.4K
15K $707K
LHX
L3 Harris Technologies, Inc.

Industrials
307
+ 3.58%
$194.65 - $222.86 $59.8K - $68.4K
8.88K $1.86M
HSY
Hershey CO

Consumer Defensive
298
+ 9.41%
$144.74 - $186.36 $43.1K - $55.5K
3.47K $592K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.87K
+ 4.53%
$32.57 - $35.82 $93.4K - $103K
66.2K $2.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
68
+ 0.91%
$74.85 - $84.89 $5.09K - $5.77K
7.52K $614K
ET
Energy Transfer LP

Energy
4.18K
+ 15.89%
$17.26 - $21.08 $72.1K - $88.1K
30.5K $566K
ALL
Allstate Corp

Financial Services
1
+ 0.03%
$180.99 - $210.18 $181 - $210
3.45K $714K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.03K
+ 5.14%
$49.69 - $50.76 $51K - $52.1K
21K $1.05M
MDLZ
Mondelez International, Inc.

Consumer Defensive
194
+ 4.36%
$56.12 - $68.15 $10.9K - $13.2K
4.64K $314K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$158.56 - $176.26 $159 - $176
17.7K $3.01M
SRLN
Ssga Active Trust

ETFs
1.42K
+ 8.79%
$41.02 - $41.99 $58.1K - $59.5K
17.5K $721K
PAYX
Paychex Inc

Industrials
21
+ 0.66%
$136.06 - $154.52 $2.86K - $3.24K
3.19K $492K
VEU
Vanguard Ftse All World Ex Us

ETFs
547
+ 12.92%
$56.51 - $62.98 $30.9K - $34.5K
4.78K $291K
EPD
Enterprise Products Partners L.P.

Energy
298
+ 2.18%
$31.75 - $34.14 $9.46K - $10.2K
13.9K $476K
BDX
Becton Dickinson & CO

Healthcare
203
+ 20.18%
$222.79 - $249.08 $45.2K - $50.6K
1.21K $276K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
10.9K
+ 35.11%
$3.92 - $4.13 $42.6K - $44.9K
41.8K $166K
UNH
Unitedhealth Group Inc

Healthcare
55
+ 5.93%
$461.52 - $548.18 $25.4K - $30.1K
983 $514K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.1K
+ 26.78%
$52.53 - $58.51 $57.6K - $64.1K
5.19K $275K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
2.38K
+ 7.67%
$18.12 - $19.21 $43.2K - $45.8K
33.5K $609K
UGI
Ugi Corp

Utilities
200
+ 2.8%
$28.0 - $34.16 $5.6K - $6.83K
7.35K $242K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
134
+ 4.34%
$408.78 - $448.82 $54.8K - $60.1K
3.22K $1.35M
MU
Micron Technology Inc

Technology
174
+ 2.07%
$86.89 - $109.38 $15.1K - $19K
8.58K $745K
Activity Summary
Buys All Purchases 295 New Holdings 37 Increased Positions 258 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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