Good Life Advisors, LLC
CIK:0001696260
Investment Adviser
$4B AUM
501 holdings
Reading, PA, USA
Good Life Advisors, LLC is a registered investment advisor providing financial planning and portfolio management services to individuals and others.
Investment Strategy
Discretionary and non-discretionary investment management focused on individual client goals
Top Buys
S
SPLGSPDR SERIES TRUST+$21.2M
N
NVDANVIDIA CORPORATION+$17.8M
Q
QGROAMERICAN CENTY ETF TR+$7.2M
S
SPYGSPDR SERIES TRUST+$7.1M
M
MSFTMICROSOFT CORP+$6.8M
Top Sells
D
DFATDIMENSIONAL ETF TRUST-$6.1M
Q
QUALISHARES TR-$4.9M
B
BMYBRISTOL-MYERS SQUIBB CO-$4.1M
K
KCESPDR SER TR-$3.8M
A
AAPLAPPLE INC-$3.3M
Top Holdings
S
SPLGSPDR SERIES TRUST+7.5%$119.9M
S
SPABSPDR SERIES TRUST+4.5%$72.8M
S
SPYVSPDR SERIES TRUST+4.2%$67.2M
N
NVDANVIDIA CORPORATION+3.7%$59.0M
S
SPYGSPDR SERIES TRUST+2.9%$46.3M
Equity Positions (496)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 7.49% | $119.9M | 1,649,753 | $55.27 | $72.69 | +$21.2M |
S SPAB | SPDR SERIES TRUST | 4.55% | $72.8M | 2,841,986 | $27.25 | $25.60 | +$1.7M |
S SPYV | SPDR SERIES TRUST | 4.20% | $67.2M | 1,284,416 | $44.30 | $52.34 | -$572.6K |
N NVDA | NVIDIA CORPORATION | 3.69% | $59.0M | 373,635 | $15.64 | $157.99 | +$17.8M |
S SPYG | SPDR SERIES TRUST | 2.89% | $46.3M | 485,371 | $67.20 | $95.32 | +$7.1M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+4.3%
SERVICES-PREPACKAGED SOFTWARE
+2.7%
ELECTRONIC COMPUTERS
+2.1%
PHARMACEUTICAL PREPARATIONS
+1.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+1.3%