Good Life Advisors, LLC Reduced Holdings in Q2 2025

Good Life Advisors, LLC

  • $1.52 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-63.2K
- 81.99%
$44.12 - $59.6 $2.79M - $3.77M
13.9K $643K
AAPL
Apple Inc.

Technology
-2.86K
- 1.77%
$172.42 - $223.89 $492K - $639K
159K $32.5M
UPS
United Parcel Service Inc

Industrials
-18.2K
- 45.02%
$91.92 - $110.2 $1.67M - $2M
22.2K $2.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18.2K
- 32.58%
$90.56 - $109.49 $1.65M - $2M
37.8K $4.13M
ABBV
Abb Vie Inc.

Healthcare
-114
- 0.21%
$170.16 - $206.27 $19.4K - $23.5K
54.3K $10.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.49K
- 27.77%
$285.55 - $321.23 $997K - $1.12M
9.08K $2.65M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-20K
- 32.06%
$53.5 - $71.62 $1.07M - $1.43M
42.4K $3.04M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-21.7K
- 68.56%
$34.34 - $40.99 $744K - $888K
9.93K $404K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-10.7K
- 13.22%
$45.3 - $50.64 $484K - $541K
70.1K $3.44M
XOM
Exxon Mobil Corp

Energy
-698
- 1.49%
$99.93 - $119.04 $69.8K - $83.1K
46.2K $4.98M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-18.7K
- 20.37%
$25.48 - $27.78 $477K - $520K
73.2K $1.95M
INDA
Ishares Msci India Index Fund

ETFs
-8.2K
- 66.05%
$49.13 - $55.86 $403K - $458K
4.22K $234K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-19.1K
- 27.83%
$20.66 - $20.74 $395K - $397K
49.6K $1.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.68K
- 65.31%
$79.56 - $82.92 $372K - $388K
2.49K $206K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.57K
- 7.61%
$75.05 - $77.34 $418K - $431K
67.7K $5.23M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-17.1K
- 22.39%
$18.11 - $18.97 $310K - $325K
59.3K $1.12M
CGCP
Capital Group Core Plus Income

ETFs
-14.9K
- 55.94%
$21.92 - $22.56 $327K - $337K
11.8K $264K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-16.4K
- 21.69%
$19.44 - $19.56 $318K - $320K
59.1K $1.15M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-16.2K
- 20.55%
$19.49 - $19.66 $316K - $319K
62.7K $1.23M
CGXU
Capital Group Intl Focus Equit

ETFs
-13.5K
- 59.49%
$21.44 - $27.35 $289K - $368K
9.17K $248K
CMPS
Compass Pathways PLC

Healthcare
-35K
- 19.44%
N/A
145K $1.24M
MRVL
Marvell Technology, Inc.

Technology
-5.55K
- 66.34%
$49.38 - $79.97 $274K - $444K
2.82K $217K
SCHW
Schwab Charles Corp

Financial Services
-4.27K
- 55.65%
$69.06 - $91.24 $295K - $389K
3.4K $310K
JNJ
Johnson & Johnson

Healthcare
-108
- 0.53%
$146.36 - $159.82 $15.8K - $17.3K
20.4K $3.12M
COP
Conocophillips

Energy
-1.38K
- 14.54%
$82.66 - $106.1 $114K - $147K
8.12K $728K
AON
Aon PLC

Financial Services
-500
- 24.0%
$335.85 - $398.81 $168K - $199K
1.58K $564K
FV
First Trust Dorsey Wright Focu

ETFs
-11.5K
- 11.94%
$48.43 - $59.26 $556K - $681K
84.7K $5.02M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-4.96K
- 16.09%
$43.89 - $45.45 $217K - $225K
25.8K $1.16M
FTCS
First Trust Capital Strength E

ETFs
-3.09K
- 6.41%
$81.6 - $92.39 $252K - $285K
45K $4.09M
AFL
Aflac Inc

Financial Services
-356
- 1.16%
$99.77 - $112.45 $35.5K - $40K
30.3K $3.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.15K
- 23.6%
$96.84 - $99.46 $208K - $214K
6.95K $689K
LOW
Lowes Companies Inc

Consumer Cyclical
-369
- 3.98%
$210.83 - $235.28 $77.8K - $86.8K
8.91K $1.98M
V
Visa Inc.

Financial Services
-613
- 7.99%
$308.27 - $373.31 $189K - $229K
7.06K $2.51M
AMGN
Amgen Inc

Healthcare
-427
- 23.99%
$262.28 - $309.85 $112K - $132K
1.35K $377K
SBUX
Starbucks Corp

Consumer Cyclical
-1.29K
- 15.42%
$79.69 - $99.41 $103K - $128K
7.07K $647K
MO
Altria Group, Inc.

Consumer Defensive
-763
- 0.9%
$55.56 - $60.91 $42.4K - $46.5K
84K $4.92M
APD
Air Products & Chemicals, Inc.

Basic Materials
-473
- 23.24%
$248.61 - $294.96 $118K - $140K
1.56K $440K
PKG
Packaging Corp Of America

Consumer Cyclical
-176
- 1.38%
$175.97 - $201.36 $31K - $35.4K
12.5K $2.36M
CGGR
Capital Group Growth ETF Shs C

ETFs
-30.3K
- 17.89%
$30.53 - $40.65 $925K - $1.23M
139K $5.65M
VHT
Vanguard Health Care ETF

ETFs
-279
- 5.3%
$236.71 - $261.92 $66K - $73.1K
4.99K $1.24M
DUK
Duke Energy Corp

Utilities
-579
- 3.09%
$112.46 - $124.05 $65.1K - $71.8K
18.1K $2.14M
MDT
Medtronic PLC

Healthcare
-1.51K
- 38.42%
$80.68 - $88.86 $122K - $134K
2.42K $210K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-8.23K
- 29.62%
$16.93 - $17.81 $139K - $147K
19.6K $348K
PM
Philip Morris International Inc.

Consumer Defensive
-1.99K
- 20.71%
$149.23 - $184.95 $296K - $367K
7.6K $1.38M
CRM
Salesforce, Inc.

Technology
-638
- 6.94%
$236.26 - $291.15 $151K - $186K
8.55K $2.33M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.25K
- 42.06%
$59.24 - $71.39 $133K - $160K
3.1K $220K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.69K
- 17.48%
$77.94 - $79.5 $132K - $134K
7.98K $634K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.3K
- 39.9%
$23.55 - $27.67 $125K - $147K
7.99K $221K
FJP
First Trust Japan Alphadex Fun

ETFs
-4.46K
- 15.46%
$47.79 - $60.17 $213K - $268K
24.4K $1.46M
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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