Well Done, LLC Incresed Positions 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
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
IYJ
Ishares Tr

ETFs
4.4K
+ 11.96%
$115.07 - $142.31 $506K - $626K
41.2K $5.86M
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
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
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
IWR
Ishares Russell Mid Cap ETF

ETFs
1.48K
+ 11.24%
$74.88 - $91.97 $111K - $136K
14.7K $1.35M
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
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
GLD
Spdr Gold Trust

ETFs
46
+ 2.17%
$273.71 - $316.29 $12.6K - $14.5K
2.17K $659K
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$221.03 - $294.78 $221 - $295
1.05K $308K
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 14.23%
$908.13 - $1056.85 $33.6K - $39.1K
297 $294K
CVX
Chevron Corp

Energy
589
+ 36.45%
$133.73 - $168.51 $78.8K - $99.3K
2.21K $315K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
285
+ 7.04%
$52.11 - $64.98 $14.9K - $18.5K
4.33K $281K
DSI
Ishares Msci Kld 400 Social Et

ETFs
83
+ 3.93%
$91.62 - $116.16 $7.6K - $9.64K
2.2K $255K
SLF
Sun Life Financial Inc

Financial Services
16
+ 0.43%
$53.39 - $66.45 $854 - $1.06K
3.76K $249K
FPI
Farmland Partners Inc.

Real Estate
1.57K
+ 14.75%
$9.8 - $11.79 $15.4K - $18.6K
12.2K $140K
MO
Altria Group, Inc.

Consumer Defensive
402
+ 6.98%
$55.56 - $60.91 $22.3K - $24.5K
6.16K $361K
MLKN
Millerknoll, Inc.

Consumer Cyclical
340
+ 1.89%
$15.47 - $19.82 $5.26K - $6.74K
18.3K $355K
Bitwise Bitcoin ETF Tr
26.5K
+ 387.04%
N/A
33.4K $0
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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