Good Life Advisors

Latest statistics and disclosures from Good Life Advisors's latest quarterly 13F-HR filing:

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Positions held by Good Life Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Good Life Advisors

Companies in the Good Life Advisors portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $39M +2% 99k 393.52
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.7 $30M +12% 595k 50.33
Spdr Ser Tr Portfolio Agrgte (SPAB) 5.6 $29M +12% 980k 30.01
Spdr Ser Tr Portfolio S&p400 (SPMD) 5.0 $26M +5% 554k 47.21
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.6 $19M +8% 430k 43.94
Spdr Ser Tr Portfli Mortgage (SPMB) 3.1 $17M +5% 640k 25.86
Apple (AAPL) 3.0 $16M -4% 117k 136.96
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 2.0 $11M +10% 388k 27.58
Invesco Exchange Traded Fd T Divid Achievev (PFM) 2.0 $10M +5% 286k 36.27
Microsoft Corporation (MSFT) 1.7 $9.2M 34k 270.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.7 $9.0M +7% 244k 36.79
Spdr Ser Tr Factst Inv Etf (XITK) 1.6 $8.6M +8% 38k 226.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $7.3M -11% 17k 428.05
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.3 $7.1M +38% 148k 48.04

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Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.3 $6.9M +4% 156k 44.22
Ishares Tr Core S&p Us Gwt (IUSG) 1.3 $6.7M -5% 66k 100.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $6.4M -9% 18k 354.45
Amazon (AMZN) 1.2 $6.1M +2% 1.8k 3439.91
Ishares Tr Gnma Bond Etf (GNMA) 1.1 $6.0M 121k 50.00
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.1 $5.8M +9% 114k 50.90
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $5.3M -13% 47k 112.98
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $4.9M +8% 64k 77.34
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $4.8M +3% 80k 59.66
NVIDIA Corporation (NVDA) 0.9 $4.7M +9% 5.9k 800.07
Spdr Ser Tr Portfolio Crport (SPBO) 0.9 $4.7M +9% 133k 35.39
United Parcel Service CL B (UPS) 0.8 $4.5M 22k 207.98
Walt Disney Company (DIS) 0.8 $4.2M -3% 24k 175.76
Ishares Tr Core S&p500 Etf (IVV) 0.8 $4.1M -2% 9.5k 429.90
Spdr Ser Tr S&p Kensho New (KOMP) 0.7 $3.9M +4% 59k 66.84
Spdr Gold Tr Gold Shs (GLD) 0.6 $3.4M 20k 165.65
Ishares Tr Russell 2000 Etf (IWM) 0.6 $3.2M -8% 14k 229.38
Kraneshares Tr Csi Chi Internet (KWEB) 0.6 $3.2M +2% 46k 69.78
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.1M +12% 69k 45.49
Verizon Communications (VZ) 0.6 $3.1M 55k 56.03
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $3.1M +78% 8.9k 344.97
Facebook Cl A (FB) 0.6 $2.9M 8.4k 347.73
JPMorgan Chase & Co. (JPM) 0.6 $2.9M 19k 155.54
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.8M NEW 33k 85.70
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $2.8M -11% 18k 154.80
At&t (T) 0.5 $2.7M -2% 94k 28.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $2.7M -13% 10k 268.73
Invesco Actively Managed Etf Total Return (GTO) 0.5 $2.7M +11% 47k 57.06
Wal-Mart Stores (WMT) 0.5 $2.6M 18k 141.01
Johnson & Johnson (JNJ) 0.5 $2.5M 16k 164.72
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.5 $2.5M +3% 90k 27.62
Home Depot (HD) 0.4 $2.3M -3% 7.2k 318.93
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $2.2M -6% 5.4k 398.82
Ishares Tr Tips Bd Etf (TIP) 0.4 $2.2M -20% 17k 128.01
Lowe's Companies (LOW) 0.4 $2.1M -2% 11k 193.94
Vanguard World Fds Health Car Etf (VHT) 0.4 $2.1M 8.6k 247.14
Exxon Mobil Corporation (XOM) 0.4 $1.9M 30k 63.08
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.8M -5% 14k 134.33
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $1.8M -52% 10k 173.44
Reaves Util Income Com Sh Ben Int (UTG) 0.3 $1.8M 52k 34.31
Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 0.3 $1.7M +12% 23k 76.23
Duke Energy Corp Com New (DUK) 0.3 $1.7M +11% 18k 98.74
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.3 $1.7M +5% 53k 32.38
Ark Etf Tr Innovation Etf (ARKK) 0.3 $1.7M -2% 13k 130.77
Boeing Company (BA) 0.3 $1.7M +39% 6.9k 239.59
First Tr Value Line Divid In SHS (FVD) 0.3 $1.6M +2% 41k 39.78
Medtronic SHS (MDT) 0.3 $1.6M +3% 13k 124.10
Honeywell International (HON) 0.3 $1.6M 7.3k 219.32
McDonald's Corporation (MCD) 0.3 $1.6M -5% 6.8k 230.94
Activision Blizzard (ATVI) 0.3 $1.6M NEW 16k 95.47
Visa Com Cl A (V) 0.3 $1.6M +7% 6.7k 233.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.5M -12% 5.6k 271.52
Cisco Systems (CSCO) 0.3 $1.5M -2% 28k 53.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M -7% 554.00 2507.22
Procter & Gamble Company (PG) 0.3 $1.4M -6% 10k 134.89
Tesla Motors (TSLA) 0.3 $1.4M 2.0k 679.88
Northrop Grumman Corporation (NOC) 0.3 $1.3M -3% 3.7k 363.34
Paypal Holdings (PYPL) 0.3 $1.3M +2% 4.5k 291.40
New Jersey Resources Corporation (NJR) 0.2 $1.3M 33k 39.57
Mastercard Incorporated Cl A (MA) 0.2 $1.3M +11% 3.5k 364.97
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.3M -6% 5.4k 237.40
Abbvie (ABBV) 0.2 $1.3M -7% 11k 112.61
Altria (MO) 0.2 $1.2M +3% 26k 47.69
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.2M -2% 17k 73.62
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.2M -28% 4.3k 286.82
Chevron Corporation (CVX) 0.2 $1.2M +20% 12k 104.76
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $1.2M -17% 19k 62.94
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.2M -22% 25k 48.61
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $1.2M +24% 23k 51.85
Pfizer (PFE) 0.2 $1.2M +11% 30k 39.15
Garmin SHS (GRMN) 0.2 $1.1M +3% 7.9k 144.58
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.2 $1.1M 36k 31.32
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $1.1M NEW 37k 30.65
Bristol Myers Squibb (BMY) 0.2 $1.1M 17k 66.82
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $1.1M +9% 20k 53.65
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.1M -7% 21k 50.35
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M -6% 430.00 2441.86
Coca-Cola Company (KO) 0.2 $999k -9% 19k 54.09
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.2 $970k +4% 35k 27.72
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $964k +5% 37k 25.77
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $951k -35% 8.2k 115.31
Bank of America Corporation (BAC) 0.2 $950k -2% 23k 41.25
Intel Corporation (INTC) 0.2 $941k +6% 17k 56.14
International Business Machines (IBM) 0.2 $935k -8% 6.4k 146.51
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.2 $924k NEW 11k 83.51
Vanguard Index Fds Large Cap Etf (VV) 0.2 $920k -16% 4.6k 200.65
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $908k -50% 7.9k 115.55
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $900k 4.0k 226.87
Starbucks Corporation (SBUX) 0.2 $873k -12% 7.8k 111.87
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $867k -74% 9.5k 91.44
Dominion Resources (D) 0.2 $865k +5% 12k 73.58
Merck & Co (MRK) 0.2 $854k +146% 11k 77.76
Philip Morris International (PM) 0.2 $848k -4% 8.6k 99.10
Select Sector Spdr Tr Energy (XLE) 0.2 $844k +211% 16k 53.87
Union Pacific Corporation (UNP) 0.2 $835k 3.8k 219.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $829k -2% 8.4k 98.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $825k -16% 3.0k 277.87
Deere & Company (DE) 0.2 $809k -2% 2.3k 352.66
Uber Technologies (UBER) 0.2 $804k -3% 16k 50.11
Invesco Exch Traded Fd Tr Ii Purbta Ftse Em (PBEE) 0.2 $800k NEW 26k 30.71
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $757k -50% 7.4k 101.97
Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.1 $754k -3% 14k 55.38
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $748k 2.1k 361.00
Southern Company (SO) 0.1 $748k -8% 12k 60.48
Global X Fds Lithium Btry Etf (LIT) 0.1 $746k NEW 10k 72.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $739k -36% 8.6k 85.91
Nextera Energy (NEE) 0.1 $736k 10k 73.26
Ishares Silver Tr Ishares (SLV) 0.1 $732k -2% 30k 24.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $730k -8% 4.8k 150.83
Oracle Corporation (ORCL) 0.1 $719k 9.2k 77.86
Sherwin-Williams Company (SHW) 0.1 $706k +199% 2.6k 272.38
Select Sector Spdr Tr Technology (XLK) 0.1 $695k -17% 4.7k 147.56
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.1 $692k +6% 17k 40.32
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $691k +22% 13k 52.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $686k -30% 13k 54.28
Invesco Exchange Traded Fd T S&p500 Eql Fin (RYF) 0.1 $678k NEW 11k 59.78
Morgan Stanley Com New (MS) 0.1 $677k -4% 7.4k 91.70
General Electric Company (GE) 0.1 $669k -8% 50k 13.46
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.1 $668k NEW 4.1k 164.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $659k NEW 5.2k 125.91
Global X Fds Global X Uranium (URA) 0.1 $632k +6% 30k 21.18
Blackstone Group Inc Com Cl A (BX) 0.1 $631k -2% 6.5k 97.20
Spdr Ser Tr S&p Homebuild (XHB) 0.1 $609k +28% 8.3k 73.23
Ford Motor Company (F) 0.1 $605k +32% 41k 14.87
Vanguard Index Fds Value Etf (VTV) 0.1 $597k -8% 4.3k 137.46
Costco Wholesale Corporation (COST) 0.1 $595k +12% 1.5k 395.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $580k -50% 11k 51.52
Norfolk Southern (NSC) 0.1 $576k 2.2k 265.32
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $576k 7.3k 78.56
Comcast Corp Cl A (CMCSA) 0.1 $573k -12% 10k 57.00
Global X Fds Global X Copper (COPX) 0.1 $572k NEW 15k 37.16
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $569k +161% 8.1k 69.93
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $562k -11% 12k 47.39
Essential Utils (WTRG) 0.1 $562k +4% 12k 45.68
MDU Resources (MDU) 0.1 $552k 18k 31.35
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $532k 8.2k 65.26
Vanguard Index Fds Small Cp Etf (VB) 0.1 $530k -20% 2.4k 225.24
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $529k -5% 20k 26.60
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $517k 25k 21.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $512k -47% 2.3k 222.80
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $511k NEW 8.1k 63.19
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $505k -8% 7.3k 69.23
CVS Caremark Corporation (CVS) 0.1 $501k +5% 6.0k 83.47
Abbott Laboratories (ABT) 0.1 $500k -7% 4.3k 115.85
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $489k -10% 13k 37.59
Hannon Armstrong (HASI) 0.1 $484k -6% 8.6k 56.10
Dupont De Nemours (DD) 0.1 $481k -4% 6.2k 77.41
Ishares Tr Core Msci Total (IXUS) 0.1 $481k +6% 6.6k 73.26
Air Products & Chemicals (APD) 0.1 $481k +3% 1.7k 287.85
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $474k 3.9k 122.35
PPG Industries (PPG) 0.1 $473k 2.8k 169.84
PPL Corporation (PPL) 0.1 $470k +2% 17k 27.94
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $468k -19% 12k 39.35
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $467k +41% 8.8k 53.17
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $467k -2% 13k 35.50
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $466k NEW 3.2k 145.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $466k -35% 5.4k 86.20
Ishares Tr Core Msci Eafe (IEFA) 0.1 $466k -35% 6.2k 74.86
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $460k -10% 1.5k 314.21
Caterpillar (CAT) 0.1 $458k -8% 2.1k 217.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $455k -3% 6.0k 75.69
Etf Managers Tr Etho Climate Lea (ETHO) 0.1 $455k +20% 7.5k 60.54
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $446k +5% 2.4k 188.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $445k 3.0k 146.14
Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.1 $445k -5% 22k 20.56
Truist Financial Corp equities (TFC) 0.1 $442k +5% 8.0k 55.45
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $442k +28% 17k 26.36
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $441k +300% 6.6k 66.98
Ishares Tr Select Divid Etf (DVY) 0.1 $437k -54% 3.8k 116.50
Enviva Partners Com Unit (EVA) 0.1 $432k 8.2k 52.46
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $429k 4.5k 95.61
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $426k +299% 6.1k 69.88
Lockheed Martin Corporation (LMT) 0.1 $425k -7% 1.1k 378.11
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $425k +94% 4.6k 92.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $422k -43% 7.7k 55.16
Valero Energy Corporation (VLO) 0.1 $417k 5.3k 77.99
Select Sector Spdr Tr Financial (XLF) 0.1 $415k -40% 11k 36.68
Wells Fargo & Company (WFC) 0.1 $406k -9% 9.0k 45.31
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $403k +238% 6.6k 60.73
Pepsi (PEP) 0.1 $395k -10% 2.7k 148.00
Alexion Pharmaceuticals (ALXN) 0.1 $391k 2.1k 183.48
Automatic Data Processing (ADP) 0.1 $389k -13% 2.0k 198.57
Nuveen Muni Value Fund (NUV) 0.1 $386k 34k 11.53
Netflix (NFLX) 0.1 $379k +11% 717.00 528.59
Allstate Corporation (ALL) 0.1 $379k -6% 2.9k 130.33
Ishares Tr Msci Usa Value (VLUE) 0.1 $375k NEW 3.6k 105.04
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $373k NEW 16k 23.66
Baxter International (BAX) 0.1 $372k -5% 4.6k 80.50
Albemarle Corporation (ALB) 0.1 $368k +3% 2.2k 168.27
Welltower Inc Com reit (WELL) 0.1 $364k +2% 4.4k 83.03
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $360k -18% 2.5k 144.52
American Electric Power Company (AEP) 0.1 $357k +45% 4.2k 84.58
salesforce (CRM) 0.1 $356k -25% 1.5k 244.51
Raytheon Technologies Corp (RTX) 0.1 $356k -15% 4.2k 85.35
McKesson Corporation (MCK) 0.1 $350k 1.8k 191.47
ConocoPhillips (COP) 0.1 $348k +30% 5.7k 60.86
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $346k 4.6k 75.45
Advanced Micro Devices (AMD) 0.1 $344k NEW 3.7k 94.04
Ishares Tr Msci Eafe Etf (EFA) 0.1 $344k -52% 4.4k 78.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $344k -43% 3.9k 87.98
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $337k NEW 4.6k 74.02
Alps Etf Tr Sectr Div Dogs (SDOG) 0.1 $332k -30% 6.3k 52.90
Dow (DOW) 0.1 $324k +15% 5.1k 63.27
Anthem (ANTM) 0.1 $320k -4% 839.00 381.41
Kayne Anderson Mdstm Energy (KMF) 0.1 $319k 42k 7.56
Vanguard World Fds Industrial Etf (VIS) 0.1 $318k -63% 1.6k 196.54
BP Sponsored Adr (BP) 0.1 $312k +23% 12k 26.39
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $310k -78% 7.5k 41.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $308k -23% 1.9k 158.84
Square Cl A (SQ) 0.1 $308k +18% 1.3k 243.86
Prudential Financial (PRU) 0.1 $302k 2.9k 102.44
Eli Lilly & Co. (LLY) 0.1 $300k -26% 1.3k 229.71
Evergy (EVRG) 0.1 $299k 5.0k 60.33
Bank Of Montreal Cadcom (BMO) 0.1 $297k +6% 2.9k 102.48
Sanofi Sponsored Adr (SNY) 0.1 $295k +2% 5.6k 52.64
Enbridge (ENB) 0.1 $289k NEW 7.2k 40.02
3M Company (MMM) 0.1 $288k -7% 1.5k 198.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $287k -38% 7.3k 39.52
Analog Devices (ADI) 0.1 $287k -4% 1.7k 172.27
Paychex (PAYX) 0.1 $287k -8% 2.7k 107.17
PIMCO Income Opportunity Fund (PKO) 0.1 $287k 11k 26.69
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $284k +10% 2.2k 127.35
BlackRock (BLK) 0.1 $284k -13% 324.00 876.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $282k -4% 1.6k 173.65
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $278k +17% 8.9k 31.17
Qualcomm (QCOM) 0.1 $274k +8% 1.9k 143.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $271k -11% 2.6k 104.59
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $270k -14% 4.5k 60.44
Enterprise Products Partners (EPD) 0.1 $270k -34% 11k 24.13
Marathon Petroleum Corp (MPC) 0.1 $270k 4.5k 60.47
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $269k NEW 8.2k 32.86
Rbc Cad (RY) 0.1 $267k -4% 2.6k 101.33
Totalenergies Se Sponsored Ads (TTE) 0.1 $265k -4% 5.9k 45.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $264k -34% 2.6k 101.81
Crown Castle Intl (CCI) 0.0 $263k -28% 1.3k 195.39
Kinder Morgan (KMI) 0.0 $262k -8% 14k 18.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $260k -17% 3.2k 82.12
Eaton Vance Municipal Bond Fund (EIM) 0.0 $259k 19k 13.68
Thermo Fisher Scientific (TMO) 0.0 $257k -5% 509.00 504.91
Palantir Technologies Cl A (PLTR) 0.0 $255k -13% 9.7k 26.31
T. Rowe Price (TROW) 0.0 $255k -62% 1.3k 197.83
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $255k +14% 2.4k 105.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $251k -10% 4.0k 63.50
Ashland (ASH) 0.0 $249k 2.9k 87.34
Amgen (AMGN) 0.0 $249k NEW 1.0k 243.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $246k 2.4k 104.46
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $243k -11% 778.00 312.34
Seagate Technology Hldngs Pl Ord Shs 0.0 $243k NEW 2.8k 87.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $242k 3.1k 79.32
Danaher Corporation (DHR) 0.0 $242k 901.00 268.59
Illinois Tool Works (ITW) 0.0 $241k -8% 1.1k 223.77
Waste Management (WM) 0.0 $236k -6% 1.7k 140.23
Stem (STEM) 0.0 $236k NEW 6.5k 36.04
AmerisourceBergen (ABC) 0.0 $234k +3% 2.0k 114.65
Goldman Sachs (GS) 0.0 $234k -4% 617.00 379.25
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $230k 4.7k 48.44
Mondelez Intl Cl A (MDLZ) 0.0 $229k -11% 3.7k 62.50
Ishares Msci Emerg Mrkt (EEMV) 0.0 $226k -6% 3.5k 64.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $226k 2.7k 82.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $225k -47% 1.7k 132.98
Iron Mountain (IRM) 0.0 $225k -4% 5.3k 42.41
Simon Property (SPG) 0.0 $222k -5% 1.7k 130.74
Charles Schwab Corporation (SCHW) 0.0 $222k -8% 3.0k 72.83
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $221k -2% 12k 18.16
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $221k NEW 6.1k 36.47
First Tr Specialty Fin & Fin Com Ben Intr (FGB) 0.0 $219k 54k 4.03
Nuveen Build Amer Bd (NBB) 0.0 $218k +4% 9.3k 23.37
General Dynamics Corporation (GD) 0.0 $218k -30% 1.2k 188.26
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $218k 4.8k 45.16
FirstEnergy (FE) 0.0 $215k NEW 5.8k 37.24
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.0 $215k -4% 4.2k 51.68
Zoom Video Communications In Cl A (ZM) 0.0 $215k NEW 555.00 387.39
Novartis Sponsored Adr (NVS) 0.0 $215k -4% 2.4k 91.06
Pinterest Cl A (PINS) 0.0 $215k -3% 2.7k 78.84
Ishares Tr Global Tech Etf (IXN) 0.0 $214k NEW 633.00 338.07
Pimco Dynamic Income SHS (PDI) 0.0 $213k NEW 7.4k 28.87
Travelers Companies (TRV) 0.0 $212k +5% 1.4k 149.82
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $209k -12% 855.00 244.44
Cohen & Steers Quality Income Realty (RQI) 0.0 $208k 13k 15.74
Kraft Heinz (KHC) 0.0 $207k 5.1k 40.68
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $207k -22% 1.7k 124.18
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $207k +12% 5.4k 38.64
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.0 $203k -17% 6.6k 30.64
Phillips 66 (PSX) 0.0 $202k -7% 2.4k 85.67
Ishares Core Msci Emkt (IEMG) 0.0 $201k -61% 3.0k 67.00
Proshares Tr Ultra Fncls New (UYG) 0.0 $200k NEW 3.2k 61.73
Nuveen Quality Pref. Inc. Fund II (JPS) 0.0 $196k -11% 20k 9.96
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $191k -42% 18k 10.65
Invesco Mortgage Capital (IVR) 0.0 $179k 46k 3.90
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $178k -6% 12k 15.33
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $163k 31k 5.27
Gladstone Capital Corporation (GLAD) 0.0 $159k 14k 11.44
Gabelli Utility Trust (GUT) 0.0 $150k +52% 19k 7.96
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $149k 11k 13.28
Inseego (INSG) 0.0 $148k NEW 15k 10.11
Annaly Capital Management (NLY) 0.0 $127k -53% 14k 8.86
Cbre Clarion Global Real Estat re (IGR) 0.0 $125k 14k 8.78
Nordic American Tanker Shippin (NAT) 0.0 $118k 36k 3.27
Allianzgi Convertible & Income (NCV) 0.0 $103k 17k 6.16
Pimco High Income Com Shs (PHK) 0.0 $73k 11k 6.86
Silvercorp Metals (SVM) 0.0 $57k -6% 10k 5.47
Minerva Neurosciences (NERV) 0.0 $23k 10k 2.30
Inpixon (INPX) 0.0 $12k 10k 1.20
Baudax Bio (BXRX) 0.0 $8.0k 10k 0.80

Past Filings by Good Life Advisors

SEC 13F filings are viewable for Good Life Advisors going back to 2016

View all past filings