Good Life Advisors, LLC Purchases in Q2 2025

Good Life Advisors, LLC

  • $1.52 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
50
+ 0.29%
$19.1 - $23.83 $955 - $1.19K
17.1K $407K
PULS
Pgim ETF Tr

ETFs
836
+ 4.33%
$49.39 - $49.76 $41.3K - $41.6K
20.1K $1M
VB
Vanguard Small Cap ETF

ETFs
58
+ 3.65%
$193.73 - $237.37 $11.2K - $13.8K
1.65K $390K
MLPA
Global X Mlp ETF

ETFs
1.08K
+ 21.49%
$46.47 - $54.16 $50.3K - $58.6K
6.12K $307K
MDLZ
Mondelez International, Inc.

Consumer Defensive
568
+ 12.24%
$63.54 - $68.5 $36.1K - $38.9K
5.21K $351K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
278
+ 2.85%
$34.28 - $41.6 $9.53K - $11.6K
10K $416K
VTWO
Vanguard Russell 2000 ETF

ETFs
29
+ 0.55%
$70.56 - $87.22 $2.05K - $2.53K
5.34K $465K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
235
+ 1.32%
$22.63 - $26.95 $5.32K - $6.33K
18K $485K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.26K
+ 9.22%
$25.57 - $26.34 $32.1K - $33.1K
14.9K $387K
SO
Southern CO

Utilities
337
+ 1.72%
$84.91 - $92.56 $28.6K - $31.2K
19.9K $1.83M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
882
+ 8.42%
$22.4 - $23.8 $19.8K - $21K
11.4K $270K
KMI
Kinder Morgan, Inc.

Energy
286
+ 1.73%
$25.21 - $29.4 $7.21K - $8.41K
16.8K $495K
AVRE
American Centy ETF Tr Avantis
274
+ 3.36%
$38.75 - $44.92 $10.6K - $12.3K
8.42K $371K
NUSC
Nuveen Esg Small Cap ETF

ETFs
215
+ 3.84%
$33.38 - $40.81 $7.18K - $8.77K
5.81K $236K
GUT
Gabelli Utility Trust

Financial Services
1.89K
+ 9.88%
$4.95 - $5.81 $9.34K - $11K
21K $121K
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 2.02%
$162.76 - $195.77 $4.56K - $5.48K
1.42K $276K
GAB
Gabelli Equity Trust Inc

Financial Services
2.02K
+ 10.03%
$4.97 - $5.87 $10K - $11.9K
22.2K $128K
FE
Firstenergy Corp

Utilities
429
+ 7.39%
$38.31 - $43.17 $16.4K - $18.5K
6.23K $250K
WM
Waste Management Inc

Industrials
103
+ 3.27%
$216.47 - $242.1 $22.3K - $24.9K
3.26K $745K
NEE
Nextera Energy Inc

Utilities
431
+ 4.45%
$64.11 - $75.0 $27.6K - $32.3K
10.1K $702K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
515
+ 3.07%
$35.4 - $41.9 $18.2K - $21.6K
17.3K $704K
DIV
Global X Superdividend Us ETF

ETFs
815
+ 3.62%
N/A
23.3K $400K
PSX
Phillips 66

Energy
195
+ 8.05%
$92.87 - $125.73 $18.1K - $24.5K
2.62K $312K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.35K
+ 2.44%
$10.49 - $12.99 $14.1K - $17.5K
56.6K $720K
AEP
American Electric Power CO Inc

Utilities
262
+ 10.15%
$98.59 - $109.11 $25.8K - $28.6K
2.84K $294K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
12
+ 0.09%
$12.75 - $15.47 $153 - $186
13K $201K
MAIN
Main Street Capital Corp

Financial Services
3
+ 0.07%
$49.15 - $59.32 $147 - $178
4.11K $242K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
101
+ 1.77%
$82.21 - $83.12 $8.3K - $8.4K
5.82K $482K
RSG
Republic Services, Inc.

Industrials
13
+ 1.26%
$227.2 - $258.07 $2.95K - $3.35K
1.05K $257K
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$81.66 - $93.76 $81.7 - $93.8
2.82K $264K
GPS
Gap Inc

Consumer Cyclical
162
+ 1.13%
N/A
14.5K $291K
EXC
Exelon Corp

Utilities
452
+ 6.51%
$42.2 - $47.37 $19.1K - $21.4K
7.39K $320K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
449
+ 1.06%
$8.43 - $8.77 $3.79K - $3.94K
42.7K $371K
Trust For Professional Manag
20.9K
+ 10.5%
N/A
220K $0
J P Morgan Exchange Traded F
10.7K
New
N/A
10.7K $0
J P Morgan Exchange Traded F
7.73K
New
N/A
7.73K $0
Structure Therapeutics Inc
2K
+ 15.38%
N/A
15K $0
Circle Internet Group Inc
1.48K
New
N/A
1.48K $0
JGRO
J P Morgan Exchange Traded Fd
11.2K
+ 12.71%
N/A
99K $0
Blackrock ETF Trust Ii
53
+ 0.89%
N/A
6.03K $0
J P Morgan Exchange Traded F
5.55K
New
N/A
5.55K $0
Ab Active Etfs Inc
2.7K
+ 2.4%
N/A
115K $0
Metagenomi Inc
100K
+ 100.0%
N/A
200K $0
Microstrategy Inc
2.77K
New
N/A
2.77K $0
Virtus Convertible & Income
19.6K
New
N/A
19.6K $0
Annaly Capital Management In
12.6K
New
N/A
12.6K $0
Arm Holdings PLC
48
+ 1.11%
N/A
4.38K $0
Gladstone Capital Corp
403
+ 3.7%
N/A
11.3K $0
Blackrock ETF Trust
88.8K
New
N/A
88.8K $0
Activity Summary
Buys All Purchases 288 New Holdings 47 Increased Positions 241 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 1 Puts 0
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