Well Done, LLC Purchases in Q2 2025

Well Done, LLC

  • $521 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.85K
+ 1.64%
$498.8 - $620.9 $924K - $1.15M
115K $71.2M
IYC
Ishares U.S. Consumer Discreti

ETFs
58.9K
New
$79.19 - $99.64 $4.66M - $5.87M
58.9K $5.87M
DFAI
Dimensional ETF Tr

ETFs
115K
+ 1031.81%
$28.02 - $34.71 $3.24M - $4.01M
127K $4.38M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
75.5K
+ 157.75%
$27.24 - $33.15 $2.06M - $2.5M
123K $4.07M
DFSV
Dimensional ETF Tr Dimensional

ETFs
54.1K
+ 14.11%
$24.21 - $29.47 $1.31M - $1.6M
438K $12.9M
SOFI
So Fi Technologies, Inc.

Financial Services
29.7K
+ 13.26%
$9.5 - $18.21 $282K - $541K
254K $4.62M
MSFT
Microsoft Corp

Technology
814
+ 8.95%
$354.56 - $497.45 $289K - $405K
9.91K $4.93M
ITA
Ishares Tr

ETFs
513
+ 1.54%
$135.31 - $188.64 $69.4K - $96.8K
33.8K $6.38M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.5K
+ 25.89%
$82.21 - $83.12 $1.19M - $1.2M
70.5K $5.84M
IGV
Ishares Expanded Tech Software

ETFs
643
+ 1.18%
$80.15 - $109.5 $51.5K - $70.4K
55K $6.02M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.83K
New
$171.4 - $227.1 $656K - $870K
3.83K $869K
SLV
I Shares Silver Trust

ETFs
21.1K
+ 272.63%
$27.08 - $33.74 $572K - $712K
28.9K $946K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.92K
+ 56.49%
$141.37 - $228.57 $272K - $440K
5.33K $1.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.65K
+ 21.37%
$51.16 - $62.02 $391K - $475K
43.5K $2.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.6K
New
$50.1 - $51.02 $581K - $591K
11.6K $591K
VTV
Vanguard Value ETF

ETFs
2.54K
+ 9.77%
$153.67 - $176.74 $391K - $449K
28.6K $5.05M
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 0.46%
$210.28 - $289.91 $10.9K - $15.1K
11.3K $3.28M
AMZN
Amazon Com Inc

Consumer Cyclical
76
+ 0.51%
$167.32 - $223.3 $12.7K - $17K
15K $3.28M
IEFA
Ishares Tr

ETFs
4.6K
+ 55.16%
$67.83 - $84.09 $312K - $387K
12.9K $1.08M
IAK
Ishares Tr

ETFs
4.26K
+ 11.3%
$122.44 - $138.47 $522K - $590K
42K $5.65M
MU
Micron Technology Inc

Technology
3.05K
New
$64.72 - $127.91 $197K - $389K
3.05K $375K
IEMG
Ishares Inc

ETFs
6.43K
+ 70.05%
N/A
15.6K $837K
NVDA
Nvidia Corp

Technology
73
+ 1.12%
$94.31 - $157.99 $6.88K - $11.5K
6.61K $1.04M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.71K
New
$40.94 - $52.1 $234K - $298K
5.71K $297K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9K
New
$24.32 - $27.87 $219K - $251K
9K $238K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.32K
New
$55.54 - $69.09 $185K - $230K
3.32K $229K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.48K
+ 11.24%
$74.88 - $91.97 $111K - $136K
14.7K $1.35M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
5.43K
New
$33.42 - $40.68 $181K - $221K
5.43K $220K
ETN
Eaton Corp PLC

Industrials
12
+ 0.48%
$246.52 - $356.99 $2.96K - $4.28K
2.51K $897K
DNL
Wiswisdomtree Tr

ETFs
369
+ 0.84%
$32.16 - $40.27 $11.9K - $14.9K
44.3K $1.78M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.95K
New
$89.63 - $111.92 $175K - $218K
1.95K $217K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.9K
New
$19.49 - $19.66 $212K - $214K
10.9K $213K
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
+ 19.94%
N/A
7K $1.28M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.73K
+ 13.0%
$52.84 - $65.52 $91.4K - $113K
15K $984K
COIN
Coinbase Global, Inc.

Technology
6
+ 0.61%
$151.47 - $375.07 $909 - $2.25K
989 $346K
ABT
Abbott Laboratories

Healthcare
74
+ 0.17%
$123.95 - $138.08 $9.17K - $10.2K
44.8K $6.09M
WMT
Walmart Inc.

Consumer Defensive
586
+ 5.85%
$81.79 - $99.98 $47.9K - $58.6K
10.6K $1.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.22K
+ 57.87%
$96.84 - $99.46 $118K - $121K
3.33K $330K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.46K
+ 10.2%
$483.48 - $539.8 $2.16M - $2.41M
48.2K $23.4M
EFV
Msci Eafe Value ETF

ETFs
1.44K
+ 30.09%
$52.4 - $64.65 $75.5K - $93.1K
6.23K $395K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
328
+ 5.88%
$101.97 - $126.75 $33.4K - $41.6K
5.91K $748K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
234
+ 7.03%
$150.15 - $187.64 $35.1K - $43.9K
3.56K $668K
MRVL
Marvell Technology, Inc.

Technology
768
+ 37.72%
$49.38 - $79.97 $37.9K - $61.4K
2.8K $217K
AOA
Ishares Tr Core Aggressive All

ETFs
613
+ 18.28%
$69.46 - $83.4 $42.6K - $51.1K
3.97K $330K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.52K
+ 9.73%
$40.64 - $47.27 $61.9K - $71.9K
17.2K $798K
RPV
Invesco Exchange Traded Fd Tr

ETFs
550
+ 5.34%
$81.66 - $93.76 $44.9K - $51.6K
10.8K $1.02M
VOE
Vanguard Mid Cap Value Index F

ETFs
135
+ 1.36%
$141.87 - $164.49 $19.2K - $22.2K
10K $1.65M
RPG
Invesco Exchange Traded Fd Tr

ETFs
30
+ 0.39%
$33.86 - $45.77 $1.02K - $1.37K
7.78K $355K
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$221.03 - $294.78 $221 - $295
1.05K $308K
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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