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
NVS
Novartis Ag

Healthcare
40
+ 1.71%
$97.14 - $115.57 $3.89K - $4.62K
2.38K $265K
CTVA
Corteva, Inc.

Basic Materials
174
+ 3.82%
$55.94 - $66.15 $9.73K - $11.5K
4.72K $297K
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
8.91K
+ 20.89%
$4.12 - $4.64 $36.7K - $41.3K
51.5K $221K
TSN
Tyson Foods, Inc.

Consumer Defensive
172
+ 4.66%
$54.27 - $63.81 $9.33K - $11K
3.86K $246K
JHMM
John Hancock Multifactor Mid C

ETFs
2.5K
+ 5.61%
$55.69 - $63.12 $139K - $158K
47.1K $2.7M
CGCP
Capital Group Core Plus Income

ETFs
1.22K
+ 4.79%
$21.94 - $22.64 $26.8K - $27.6K
26.7K $599K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
242
+ 1.38%
$23.43 - $25.55 $5.67K - $6.18K
17.8K $454K
CTAS
Cintas Corp

Industrials
1
+ 0.07%
$182.09 - $208.14 $182 - $208
1.47K $301K
BND
Vanguard Bd Index Fd Inc Total

ETFs
332
+ 5.91%
$71.17 - $73.66 $23.6K - $24.5K
5.95K $435K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.34K
+ 14.72%
$23.32 - $23.84 $31.3K - $32K
10.5K $245K
RACE
Ferrari N.V.

Consumer Cyclical
59
+ 3.95%
$413.73 - $508.15 $24.4K - $30K
1.55K $664K
ITA
Ishares Tr

ETFs
45
+ 1.69%
$144.84 - $159.5 $6.52K - $7.18K
2.7K $413K
USFR
Wisdomtree Floating Rate Treas

ETFs
526
+ 10.44%
$50.29 - $50.5 $26.5K - $26.6K
5.57K $280K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
83
+ 0.5%
$38.5 - $43.78 $3.2K - $3.63K
16.8K $690K
LPLA
Lpl Financial Holdings Inc.

Financial Services
75
+ 8.21%
$308.87 - $383.33 $23.2K - $28.7K
988 $323K
MTB
M&T Bank Corp

Financial Services
200
+ 16.54%
$170.47 - $201.98 $34.1K - $40.4K
1.41K $251K
ENB
Enbridge Inc

Energy
200
+ 2.76%
$41.54 - $45.45 $8.31K - $9.09K
7.46K $330K
TTE
Total Energies Se

Energy
343
+ 4.02%
N/A
8.88K $608K
SU
Suncor Energy Inc

Energy
6
+ 0.09%
$34.27 - $40.63 $206 - $244
6.46K $250K
STX
Seagate Technology Holdings PLC

Technology
275
+ 11.21%
$84.92 - $108.42 $23.4K - $29.8K
2.73K $231K
DYLD
Two Rds Shared Tr Leadershares

ETFs
818
+ 3.07%
$22.35 - $22.82 $18.3K - $18.7K
27.4K $617K
HBAN
Huntington Bancshares Inc

Financial Services
2.37K
+ 19.16%
$14.28 - $17.39 $33.8K - $41.1K
14.7K $220K
AVRE
American Centy ETF Tr Avantis
222
+ 2.8%
$40.62 - $44.31 $9.02K - $9.84K
8.15K $350K
IWR
Ishares Russell Mid Cap ETF

ETFs
331
+ 8.83%
$82.81 - $92.93 $27.4K - $30.8K
4.08K $347K
LVHD
Franklin U.S. Low Volatility H

ETFs
14
+ 0.24%
$37.44 - $41.02 $524 - $574
5.92K $242K
VBR
Vanguard Small Cap Value ETF

ETFs
158
+ 12.84%
$183.02 - $207.75 $28.9K - $32.8K
1.39K $257K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
44
+ 0.46%
$77.7 - $78.94 $3.42K - $3.47K
9.68K $763K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
290
+ 0.69%
$8.58 - $8.9 $2.49K - $2.58K
42.3K $370K
OSK
Oshkosh Corp

Industrials
243
+ 2.0%
$89.56 - $116.4 $21.8K - $28.3K
12.4K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
1.76K
+ 6.12%
$271.18 - $303.12 $477K - $533K
30.5K $8.34M
ADBE
Adobe Inc.

Technology
153
+ 19.01%
$377.84 - $464.11 $57.8K - $71K
958 $367K
NU
Nu Holdings Ltd.

Financial Services
1K
+ 7.53%
$10.12 - $13.95 $10.1K - $14K
14.3K $146K
PFM
Invesco Exchange Traded Fd Tr

ETFs
190
+ 3.09%
$44.92 - $48.18 $8.53K - $9.15K
6.33K $289K
RPV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.07%
$89.33 - $95.17 $179 - $190
2.82K $260K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.43K
+ 4.48%
$11.22 - $11.8 $16.1K - $16.9K
33.4K $374K
FE
Firstenergy Corp

Utilities
56
+ 0.97%
$37.95 - $43.5 $2.13K - $2.44K
5.8K $234K
SCHV
Schwab Strategic Tr Us Large C

ETFs
132
+ 1.0%
$25.77 - $27.6 $3.4K - $3.64K
13.3K $349K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
196
+ 9.69%
$110.9 - $132.93 $21.7K - $26.1K
2.22K $252K
IVW
Ishares S&P 500 Growth ETF

ETFs
246
+ 10.89%
$92.45 - $106.69 $22.7K - $26.2K
2.5K $232K
KMX
Carmax Inc

Consumer Cyclical
162
+ 6.35%
$69.25 - $89.19 $11.2K - $14.4K
2.71K $211K
JNK
Spdr Bloomberg High Yield Bond

ETFs
27
+ 1.22%
$94.86 - $97.12 $2.56K - $2.62K
2.25K $214K
AXP
American Express CO

Financial Services
208
+ 10.6%
$255.39 - $325.87 $53.1K - $67.8K
2.17K $583K
Ge Vernova Inc
77
+ 4.93%
N/A
1.64K $0
Gladstone Capital Corp
1.89K
+ 21.01%
N/A
10.9K $0
Global X Fds
450
+ 2.62%
N/A
17.6K $0
Goldman Sachs ETF Tr
11.2K
+ 38.65%
N/A
40K $0
Gsk PLC
6.45K
New
N/A
6.45K $0
Blackrock ETF Trust Ii
6.21K
New
N/A
6.21K $0
Blackrock ETF Trust Ii
2.12K
+ 55.07%
N/A
5.98K $0
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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