Good Life Advisors, LLC

data from 30/06/2025

Capitalization

$ 1.600 B 12.73 %

Average holding period

15 ans

Performance

$ 386.070 M 65.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Good Life Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/06/30 SPLG SPDR SERIES TRUST 7.49% 119.921 M $ 1649753 2020/03/31 10.406 M $ 10.54 %
2025/06/30 SPAB SPDR SERIES TRUST 4.55% 72.755 M $ 2841986 2020/03/31 166.813 K $ 0.23 %
2025/06/30 SPYV SPDR SERIES TRUST 4.20% 67.226 M $ 1284416 2021/03/31 1.686 M $ 2.49 %
2025/06/30 NVDA NVIDIA CORPORATION 3.69% 59.031 M $ 373635 2016/12/31 18.867 M $ 45.77 %
2025/06/30 SPYG SPDR SERIES TRUST 2.89% 46.266 M $ 485371 2018/06/30 7.286 M $ 18.60 %
2025/06/30 SPMD SPDR SERIES TRUST 2.75% 44.080 M $ 810600 2020/03/31 2.369 M $ 6.25 %
2025/06/30 IVV ISHARES TR 2.12% 33.938 M $ 54659 2016/12/31 3.046 M $ 10.50 %
2025/06/30 AAPL APPLE INC 2.03% 32.536 M $ 158581 2016/12/31 -2.738 M $ -7.64 %
2025/06/30 BUFR FIRST TR EXCHNG TRADED FD VI 1.96% 31.323 M $ 984991 2023/06/30 2.072 M $ 7.11 %
2025/06/30 MSFT MICROSOFT CORP 1.75% 28.010 M $ 56312 2016/12/31 6.900 M $ 32.51 %
2025/06/30 SPSM SPDR SERIES TRUST 1.65% 26.381 M $ 619262 2020/03/31 1.071 M $ 4.51 %
2025/06/30 SPDW SPDR INDEX SHS FDS 1.64% 26.205 M $ 647189 2020/03/31 2.452 M $ 11.21 %
2025/06/30 SDVY FIRST TR EXCHANGE-TRADED FD 1.59% 25.452 M $ 721425 2021/12/31 1.066 M $ 5.31 %
2025/06/30 AMZN AMAZON COM INC 1.25% 20.007 M $ 91193 2016/12/31 2.528 M $ 15.31 %
2025/06/30 SJNK SPDR SERIES TRUST 1.24% 19.879 M $ 780200 2020/06/30 226.424 K $ 1.27 %
2025/06/30 SPBO SPDR SERIES TRUST 1.21% 19.409 M $ 664234 2020/06/30 113.114 K $ 0.65 %
2025/06/30 BUFQ FIRST TR EXCHNG TRADED FD VI 1.17% 18.650 M $ 561752 2023/06/30 1.840 M $ 11.19 %
2025/06/30 XBIL RBB FD INC 1.15% 18.331 M $ 365523 2024/03/31 -6.647 K $ -0.04 %
2025/06/30 RDVY FIRST TR EXCHANGE TRADED FD 1.14% 18.244 M $ 290787 2019/03/31 1.156 M $ 7.17 %
2025/06/30 XMHQ INVESCO EXCHANGE TRADED FD T 1.12% 17.846 M $ 181662 2020/09/30 1.139 M $ 7.33 %
2025/06/30 QQEW FIRST TR EXCHANGE-TRADED FD 1.10% 17.626 M $ 129137 2021/09/30 1.951 M $ 12.87 %
2025/06/30 JAAA JANUS DETROIT STR TR 1.06% 16.964 M $ 334262 2024/09/30 11.803 K $ 0.08 %
2025/06/30 VOO VANGUARD INDEX FDS 0.79% 12.586 M $ 22157 2016/12/31 1.229 M $ 10.53 %
2025/06/30 VTI VANGUARD INDEX FDS 0.78% 12.417 M $ 40855 2016/12/31 887.390 K $ 10.58 %
2025/06/30 GTO INVESCO ACTIVELY MANAGED EXC 0.76% 12.220 M $ 260620 2020/06/30 -8.989 K $ -0.09 %
2025/06/30 SPY SPDR S&P 500 ETF TR 0.76% 12.138 M $ 19646 2016/12/31 1.255 M $ 10.45 %
2025/06/30 CGDV CAPITAL GROUP DIVIDEND VALUE 0.75% 11.949 M $ 302592 2023/03/31 1.277 M $ 10.80 %
2025/06/30 SPTS SPDR SERIES TRUST 0.71% 11.380 M $ 388516 2022/09/30 19.033 K $ 0.17 %
2025/06/30 SPEM SPDR INDEX SHS FDS 0.70% 11.246 M $ 263116 2020/06/30 769.681 K $ 8.56 %
2025/06/30 SPSB SPDR SERIES TRUST 0.68% 10.862 M $ 359784 2021/12/31 31.723 K $ 0.30 %
2025/06/30 PFF ISHARES TR 0.66% 10.548 M $ 343813 2016/12/31 -15.451 K $ -0.16 %
2025/06/30 JPST J P MORGAN EXCHANGE TRADED F 0.63% 10.084 M $ 198982 2023/03/31 10.003 K $ 0.10 %
2025/06/30 ABBV ABBVIE INC 0.63% 10.080 M $ 54302 2017/06/30 -1.301 M $ -11.41 %
2025/06/30 NFLX NETFLIX INC 0.62% 9.978 M $ 7451 2016/12/31 2.379 M $ 43.60 %
2025/06/30 CIBR FIRST TR EXCHANGE TRADED FD 0.61% 9.829 M $ 130049 2021/09/30 922.189 K $ 19.97 %
2025/06/30 COST COSTCO WHSL CORP NEW 0.59% 9.423 M $ 9519 2017/12/31 396.512 K $ 4.67 %
2025/06/30 UCON FIRST TR EXCHNG TRADED FD VI 0.57% 9.077 M $ 364676 2023/12/31 46.102 K $ 0.57 %
2025/06/30 FEZ SPDR INDEX SHS FDS 0.57% 9.043 M $ 151398 2023/03/31 760.137 K $ 9.78 %
2025/06/30 META META PLATFORMS INC 0.55% 8.821 M $ 11951 2016/12/31 1.971 M $ 28.06 %
2025/06/30 QQQ INVESCO QQQ TR 0.55% 8.808 M $ 15967 2018/06/30 1.264 M $ 17.64 %
2025/06/30 JGRO J P MORGAN EXCHANGE TRADED F 0.53% 8.521 M $ 99003 2023/12/31 1.079 M $ 16.64 %
2025/06/30 GLD SPDR GOLD TR 0.53% 8.500 M $ 27885 2016/12/31 310.667 K $ 5.79 %
2025/06/30 SPTI SPDR SERIES TRUST 0.52% 8.339 M $ 289839 2024/03/31 41.407 K $ 0.66 %
2025/06/30 LRGC AB ACTIVE ETFS INC 0.51% 8.222 M $ 115012 2025/03/31 825.493 K $ 11.46 %
2025/06/30 VIG VANGUARD SPECIALIZED FUNDS 0.48% 7.672 M $ 37482 2016/12/31 392.949 K $ 5.51 %
2025/06/30 DGRW WISDOMTREE TR 0.47% 7.468 M $ 89184 2018/09/30 340.885 K $ 4.86 %
2025/06/30 MA MASTERCARD INCORPORATED 0.47% 7.455 M $ 13267 2016/12/31 182.424 K $ 2.52 %
2025/06/30 QGRO AMERICAN CENTY ETF TR 0.46% 7.436 M $ 68148 2024/03/31 39.227 K $ 16.50 %
2025/06/30 RDVI FIRST TR EXCHANGE-TRADED FD 0.46% 7.326 M $ 296484 2024/03/31 262.782 K $ 4.17 %
2025/06/30 USMV ISHARES TR 0.44% 7.116 M $ 75807 2017/09/30 1.704 K $ 0.22 %
2025/06/30 FTGS FIRST TR EXCHANGE-TRADED FD 0.44% 7.105 M $ 207815 2024/03/31 833.472 K $ 14.92 %
2025/06/30 FICS FIRST TR EXCHANGE TRADED FD 0.44% 7.027 M $ 178545 2024/03/31 441.393 K $ 7.40 %
2025/06/30 EMCB WISDOMTREE TR 0.42% 6.692 M $ 101487 2020/09/30 46.672 K $ 0.81 %
2025/06/30 HWM HOWMET AEROSPACE INC 0.41% 6.607 M $ 35498 2024/03/31 1.940 M $ 43.47 %
2025/06/30 TSLA TESLA INC 0.39% 6.307 M $ 19856 2020/06/30 1.204 M $ 22.57 %
2025/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.39% 6.226 M $ 12817 2016/12/31 -586.388 K $ -8.79 %
2025/06/30 DYNF BLACKROCK ETF TRUST 0.38% 6.005 M $ 110266 2024/12/31 598.842 K $ 11.69 %
2025/06/30 DGRO ISHARES TR 0.37% 5.969 M $ 93346 2017/12/31 187.319 K $ 3.50 %
2025/06/30 AVUS AMERICAN CENTY ETF TR 0.37% 5.914 M $ 58662 2023/03/31 460.207 K $ 9.14 %
2025/06/30 WMT WALMART INC 0.36% 5.833 M $ 59655 2016/12/31 601.148 K $ 11.38 %
2025/06/30 CGGR CAPITAL GROUP GROWTH ETF 0.35% 5.650 M $ 138993 2023/12/31 1.083 M $ 18.69 %
2025/06/30 PWV INVESCO EXCHANGE TRADED FD T 0.33% 5.317 M $ 85573 2023/03/31 203.667 K $ 4.42 %
2025/06/30 SPIB SPDR SERIES TRUST 0.33% 5.257 M $ 156554 2021/12/31 43.230 K $ 1.02 %
2025/06/30 JPM JPMORGAN CHASE & CO. 0.33% 5.240 M $ 18075 2016/12/31 806.013 K $ 18.19 %
2025/06/30 BIV VANGUARD BD INDEX FDS 0.33% 5.232 M $ 67651 2023/09/30 56.381 K $ 1.01 %
2025/06/30 CLSE TRUST FOR PROFESSIONAL MANAG 0.32% 5.135 M $ 219735 2024/03/31 349.972 K $ 8.14 %
2025/06/30 FV FIRST TR EXCHANGE TRADED FD 0.31% 5.020 M $ 84713 2020/09/30 423.288 K $ 8.02 %
2025/06/30 XOM EXXON MOBIL CORP 0.31% 4.977 M $ 46168 2016/12/31 -521.618 K $ -9.36 %
2025/06/30 MO ALTRIA GROUP INC 0.31% 4.923 M $ 83962 2016/12/31 -117.767 K $ -2.32 %
2025/06/30 XYLD GLOBAL X FDS 0.30% 4.875 M $ 125197 2022/12/31 -66.577 K $ -1.39 %
2025/06/30 AVGO BROADCOM INC 0.30% 4.864 M $ 17644 2023/12/31 1.839 M $ 64.64 %
2025/06/30 GOOGL ALPHABET INC 0.30% 4.796 M $ 27216 2017/06/30 529.883 K $ 13.96 %
2025/06/30 DHS WISDOMTREE TR 0.30% 4.742 M $ 49409 2023/03/31 -156.271 K $ -3.21 %
2025/06/30 SPMB SPDR SERIES TRUST 0.29% 4.644 M $ 210147 2024/06/30 9.475 K $ 0.23 %
2025/06/30 SPTM SPDR SERIES TRUST 0.28% 4.465 M $ 59621 2018/09/30 386.587 K $ 10.12 %
2025/06/30 COIN COINBASE GLOBAL INC 0.27% 4.311 M $ 12300 2025/06/30 0.000 $ 0.00 %
2025/06/30 JEPQ J P MORGAN EXCHANGE TRADED F 0.27% 4.296 M $ 78966 2023/09/30 160.262 K $ 5.06 %
2025/06/30 VTV VANGUARD INDEX FDS 0.26% 4.184 M $ 23675 2018/12/31 98.264 K $ 2.32 %
2025/06/30 ISRG INTUITIVE SURGICAL INC 0.26% 4.178 M $ 7689 2024/03/31 340.494 K $ 9.72 %
2025/06/30 IJR ISHARES TR 0.26% 4.127 M $ 37761 2016/12/31 264.367 K $ 4.51 %
2025/06/30 FTCS FIRST TR EXCHANGE-TRADED FD 0.26% 4.091 M $ 45009 2020/06/30 60.117 K $ 1.39 %
2025/06/30 KO COCA COLA CO 0.25% 4.037 M $ 57053 2016/12/31 -49.333 K $ -1.21 %
2025/06/30 CAH CARDINAL HEALTH INC 0.24% 3.914 M $ 23299 2022/03/31 54.806 K $ 21.95 %
2025/06/30 CEG CONSTELLATION ENERGY CORP 0.24% 3.884 M $ 12032 2023/09/30 1.433 M $ 60.08 %
2025/06/30 AIRR FIRST TR EXCHANGE TRADED FD 0.24% 3.878 M $ 47645 2021/09/30 491.116 K $ 19.34 %
2025/06/30 SCHD SCHWAB STRATEGIC TR 0.24% 3.821 M $ 144177 2018/06/30 -204.030 K $ -5.22 %
2025/06/30 SKYY FIRST TR EXCHANGE TRADED FD 0.23% 3.655 M $ 30052 2021/09/30 457.571 K $ 18.99 %
2025/06/30 GLXY GALAXY DIGITAL INC. 0.23% 3.608 M $ 164728 2025/06/30 0.000 $ 0.00 %
2025/06/30 FDL FIRST TR EXCHANGE-TRADED FD 0.22% 3.559 M $ 85001 2022/12/31 -106.854 K $ -3.61 %
2025/06/30 ABT ABBOTT LABS 0.22% 3.490 M $ 25658 2018/12/31 87.729 K $ 2.53 %
2025/06/30 KNG FIRST TR EXCHANGE-TRADED FD 0.22% 3.443 M $ 70114 2023/09/30 -114.723 K $ -2.81 %
2025/06/30 AVIG AMERICAN CENTY ETF TR 0.20% 3.264 M $ 78419 2023/06/30 18.282 K $ 0.56 %
2025/06/30 AFL AFLAC INC 0.20% 3.198 M $ 30329 2021/12/31 -175.825 K $ -5.15 %
2025/06/30 XLK SELECT SECTOR SPDR TR 0.20% 3.148 M $ 12430 2016/12/31 534.259 K $ 22.64 %
2025/06/30 PLTR PALANTIR TECHNOLOGIES INC 0.20% 3.124 M $ 22917 2023/09/30 1.132 M $ 61.52 %
2025/06/30 JNJ JOHNSON & JOHNSON 0.20% 3.121 M $ 20433 2016/12/31 -268.881 K $ -7.89 %
2025/06/30 AVUV AMERICAN CENTY ETF TR 0.19% 3.100 M $ 34027 2023/03/31 129.768 K $ 4.51 %
2025/06/30 IBM INTERNATIONAL BUSINESS MACHS 0.19% 3.097 M $ 10507 2016/12/31 440.030 K $ 18.55 %
2025/06/30 SHV ISHARES TR 0.19% 3.088 M $ 27967 2023/06/30 -1.119 K $ -0.04 %
2025/06/30 KBWB INVESCO EXCH TRADED FD TR II 0.19% 3.039 M $ 42435 2024/09/30 552.788 K $ 14.10 %