Well Done, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $506 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $74.9M, Ishares Core S&P 500 ETF with a value of $59.4M, Voxx International Corp with a value of $27M, Ishares Msci Usa Quality Facto with a value of $18.8M, and Ishares Msci Usa Min Vol Facto with a value of $18.3M.

Examining the 13F form we can see an decrease of $4M in the current position value, from $510M to 506M.

Below you can find more details about Well Done, LLC portfolio as well as his latest detailed transactions.

Portfolio value $506 Million
ETFs: $301 Million
Financial Services: $101 Million
Technology: $41.1 Million
Healthcare: $21.3 Million
Consumer Cyclical: $20.4 Million
Consumer Defensive: $8 Million
Industrials: $4.68 Million
Energy: $3.61 Million
Other: $4.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 185
  • Current Value $506 Million
  • Prior Value $510 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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