Good Life Advisors, LLC Incresed Positions in Q1 2025

Good Life Advisors, LLC

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
290
+ 0.69%
$8.58 - $8.9 $2.49K - $2.58K
42.3K $370K
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
SCHV
Schwab Strategic Tr Us Large C

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

ETFs
196
+ 9.69%
$110.9 - $132.93 $21.7K - $26.1K
2.22K $252K
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
Goldman Sachs ETF Tr
11.2K
+ 38.65%
N/A
40K $0
Rbb Fd Inc
94.3K
+ 39.63%
N/A
332K $0
YEAR
Ab Active Etfs Inc Ultra Short
3.1K
+ 12.02%
N/A
28.9K $0
CGMS
Capital Grp Core Plus Income E
1.12K
+ 3.85%
N/A
30.1K $0
FTGS
First Tr Exchange Traded Fd Gr
40.1K
+ 27.13%
N/A
188K $0
FSCO
Fs Cr Opportunities Corp Com
4.17K
+ 6.55%
N/A
67.9K $0
Ge Vernova Inc
77
+ 4.93%
N/A
1.64K $0
J P Morgan Exchange Traded F
29K
+ 155.16%
N/A
47.7K $0
Trust For Professional Manag
39.1K
+ 24.44%
N/A
199K $0
Gladstone Capital Corp
1.89K
+ 21.01%
N/A
10.9K $0
QTUM
ETF Ser Solutions Defiance Qua
3.2K
+ 33.51%
N/A
12.7K $0
Global X Fds
450
+ 2.62%
N/A
17.6K $0
Ishares Bitcoin Trust ETF
3.56K
+ 36.35%
N/A
13.4K $0
Arm Holdings PLC
808
+ 22.92%
N/A
4.33K $0
MISL
First Tr Exchange Traded Fd In
333
+ 4.32%
N/A
8.03K $0
Blackrock ETF Trust Ii
2.12K
+ 55.07%
N/A
5.98K $0
JGRO
J P Morgan Exchange Traded Fd
23.5K
+ 36.53%
N/A
87.8K $0
Morgan Stanley ETF Trust
598
+ 3.29%
N/A
18.8K $0
ILCG
Ishares Morningstar Growth ETF
217
+ 9.04%
N/A
2.62K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
88K
+ 49.6%
N/A
265K $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
100
+ 0.45%
$11.13 - $11.61 $1.11K - $1.16K
22.5K $251K
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.1%
$99.27 - $109.89 $199 - $220
2.09K $214K
DD
Du Pont De Nemours, Inc.

Basic Materials
87
+ 1.2%
$72.7 - $84.32 $6.32K - $7.34K
7.35K $549K
UWMC
Uwm Holdings Corp

Financial Services
157
+ 1.43%
$5.43 - $6.63 $853 - $1.04K
11.1K $60K
SYY
Sysco Corp

Consumer Defensive
20
+ 0.41%
$70.0 - $77.13 $1.4K - $1.54K
4.94K $370K
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 2.18%
$497.6 - $606.74 $4.98K - $6.07K
468 $232K
MAIN
Main Street Capital Corp

Financial Services
3
+ 0.07%
$54.71 - $63.1 $164 - $189
4.1K $232K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.05%
$196.12 - $229.48 $196 - $229
2.01K $405K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
125
+ 1.39%
$79.96 - $87.71 $10K - $11K
9.11K $740K
BA
Boeing CO

Industrials
222
+ 3.0%
$148.15 - $186.25 $32.9K - $41.3K
7.62K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 2.49%
$524.81 - $672.19 $11K - $14.1K
864 $471K
CSQ
Calamos Strategic Total Return Fund

Financial Services
393
+ 3.53%
$15.97 - $18.5 $6.28K - $7.27K
11.5K $186K
BBUS
J P Morgan Exchg Traded Fd

ETFs
244
+ 3.35%
$99.5 - $110.97 $24.3K - $27.1K
7.53K $759K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
18
+ 5.92%
$634.14 - $744.83 $11.4K - $13.4K
322 $204K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1
+ 0.04%
$91.68 - $109.93 $91.7 - $110
2.54K $237K
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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