Well Done, LLC Purchases in Q3 2025

Well Done, LLC

$575 Million
Q3 2025

Stock	Shares change	Price Range	Shares Held
IVV Ishares Core S&P 500 ETF ETFs	2.86K + 2.49%	$620.67 - $670.08 $1.77M - $1.92M	117K $78.6M
IJH Ishares Core S&P Mid Cap ETF ETFs	49.7K + 114.26%	$62.09 - $66.51 $3.08M - $3.3M	93.1K $6.08M
GNTX Gentex Corp Consumer Cyclical	15.5K + 3.95%	$22.66 - $29.06 $352K - $452K	409K $11.6M
BRK-B Berkshire Hathaway Inc Class B Financial Services	2.94K + 6.11%	$459.11 - $506.91 $1.35M - $1.49M	51.1K $25.7M
IDHQ Invesco ETF Tf Ii S&P Intl Dev ETFs	60.8K + 49.26%	$31.73 - $33.71 $1.93M - $2.05M	184K $6.2M
SPY Spdr S&P 500 ETF Trust ETFs	2.51K + 27.48%	$617.65 - $666.84 $1.55M - $1.68M	11.7K $7.77M
IAU Ishares Gold Trust ETFs	5.3K + 3.47%	$61.62 - $72.77 $327K - $386K	158K $11.5M
SLV I Shares Silver Trust ETFs	24K + 83.12%	$32.73 - $42.5 $785K - $1.02M	52.8K $2.24M
IAI Ishares Tr Us Broker Dealers & ETFs	4.88K + 13.1%	$168.93 - $178.7 $824K - $871K	42.1K $7.45M
DFSV Dimensional ETF Tr Dimensional ETFs	1.96K + 0.45%	$29.2 - $32.74 $57.3K - $64.3K	440K $14M
ITA Ishares Tr ETFs	1.36K + 4.01%	$184.73 - $209.26 $250K - $284K	35.2K $7.36M
DFAI Dimensional ETF Tr ETFs	18.9K + 14.95%	$34.05 - $36.55 $645K - $692K	146K $5.29M
IWV Ishares Russell 3000 ETF ETFs	1.67K + 66.28%	$351.04 - $379.81 $587K - $635K	4.19K $1.59M
ITOT Ishares Core S&P Total U.S. St ETFs	398 + 0.66%	$135.0 - $146.02 $53.7K - $58.1K	60.7K $8.84M
IGV Ishares Expanded Tech Software ETFs	3.13K + 5.69%	$105.96 - $117.79 $332K - $369K	58.1K $6.68M
IYC Ishares U.S. Consumer Discreti ETFs	3.34K + 5.67%	$98.12 - $105.85 $328K - $353K	62.2K $6.52M
USMV Ishares Msci Usa Min Vol Facto ETFs	3.41K + 1.4%	$92.18 - $95.14 $314K - $324K	247K $23.5M
IXN Ishares Global Information Tec ETFs	5.94K New	$91.28 - $103.32 $542K - $613K	5.94K $612K
IXP Ishares Global Comm Services E ETFs	4.84K New	$109.97 - $126.56 $532K - $613K	4.84K $598K
QQQ Invesco Qqq Trust, Series 1 ETFs	778 + 29.41%	$546.99 - $602.2 $426K - $469K	3.42K $2.06M
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	4.51K New	$110.74 - $122.12 $499K - $551K	4.51K $545K
IYJ Ishares Tr ETFs	2.53K + 6.15%	$142.42 - $148.18 $360K - $375K	43.7K $6.37M
IYW Ishares Dj Us Tech ETF ETFs	2.3K New	$171.38 - $197.01 $394K - $453K	2.3K $450K
IAK Ishares Tr ETFs	3.29K + 7.83%	$126.37 - $134.46 $415K - $442K	45.3K $6.07M
JNJ Johnson & Johnson Healthcare	332 + 3.1%	$155.17 - $185.42 $51.5K - $61.6K	11K $2.05M
XLK Technology Sector Spdr ETFs	1.41K New	$250.97 - $282.66 $354K - $398K	1.41K $397K
IEFA Ishares Tr ETFs	3.67K + 28.39%	$81.7 - $87.53 $300K - $322K	16.6K $1.45M
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	18.3K + 168.81%	$19.61 - $19.79 $360K - $363K	29.2K $575K
GDX Vaneck ETF Tr Gold Miners ETF ETFs	4.2K New	$50.79 - $76.4 $213K - $321K	4.2K $320K
WTFC Wintrust Financial Corp Financial Services	2.16K + 67.22%	$122.55 - $139.81 $264K - $302K	5.37K $710K
ESGV Vanguard World Fd Esg U.S. Sto ETFs	98 + 0.29%	$109.47 - $119.06 $10.7K - $11.7K	33.4K $3.95M
XLF Financial Sector Spdr ETFs	5.62K New	$51.37 - $54.25 $289K - $305K	5.62K $302K
JPM Jpmorgan Chase & CO Financial Services	5 + 0.04%	$282.78 - $316.06 $1.41K - $1.58K	11.3K $3.57M
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	7 + 0.13%	$224.68 - $282.71 $1.57K - $1.98K	5.33K $1.49M
NVDA Nvidia Corp Technology	485 + 7.34%	$153.3 - $186.58 $74.4K - $90.5K	7.09K $1.32M
XLY Select Sector Spdr Consumer Di ETFs	1.12K New	$216.09 - $242.18 $241K - $270K	1.12K $267K
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	12.8K New	$20.41 - $20.67 $261K - $264K	12.8K $262K
GOOGL Alphabet Inc. Communication Services	542 + 29.94%	$174.36 - $254.72 $94.5K - $138K	2.35K $571K
XLC Select Sector Spdr Tr Communic ETFs	2.04K New	$105.99 - $119.41 $216K - $243K	2.04K $241K
AVGO Broadcom Inc. Technology	699 New	$264.74 - $369.57 $185K - $258K	699 $230K
SIL Global X Silver Miners ETF ETFs	3.14K New	$47.34 - $71.63 $149K - $225K	3.14K $224K
IWM Ishares Russell 2000 ETF ETFs	448 + 10.19%	$214.92 - $244.84 $96.3K - $110K	4.85K $1.17M
GOOG Alphabet Inc. Communication Services	103 + 3.48%	$175.16 - $255.24 $18K - $26.3K	3.06K $745K
XLI Industrial Sector Spdr ETFs	1.27K + 62.38%	$147.94 - $154.99 $188K - $197K	3.31K $510K
DFAC Dimensional ETF Tr U S Core Eq ETFs	5.44K New	$36.04 - $38.78 $196K - $211K	5.44K $209K
VB Vanguard Small Cap ETF ETFs	824 New	$237.58 - $259.17 $196K - $214K	824 $209K
PHG Koninklijke Philips Nv Healthcare	7.6K New	$23.84 - $28.62 $181K - $218K	7.6K $207K
VTI Vanguard Total Stock Market Et ETFs	626 New	$303.93 - $329.86 $190K - $206K	626 $205K
NUE Nucor Corp Basic Materials	1.52K New	$133.3 - $150.33 $202K - $228K	1.52K $205K
PLTR Palantir Technologies Inc. Technology	1.12K New	$130.68 - $186.97 $146K - $209K	1.12K $204K

Activity Summary All Purchases 94 New Holdings 22 Increased Positions 72 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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Account

Well Done, LLC Purchases in Q3 2025

Well Done, LLC

2.86K

49.7K

15.5K

2.94K

60.8K

2.51K

5.3K

24K

4.88K

1.96K

1.36K

18.9K

1.67K

398

3.13K

3.34K

3.41K

5.94K

4.84K

778

4.51K

2.53K

2.3K

3.29K

332

1.41K

3.67K

18.3K

4.2K

2.16K

98

5.62K

5

7

485

1.12K

12.8K

542

2.04K

699

3.14K

448

103

1.27K

5.44K

824

7.6K

626

1.52K

1.12K

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