Well Done, LLC Incresed Positions in Q1 2025

Well Done, LLC

  • $557 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.06K
+ 2.47%
$442.66 - $534.52 $467K - $564K
43.7K $23.3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
27.5K
+ 72.26%
$55.75 - $77.63 $1.54M - $2.14M
65.6K $5.1M
ABBV
Abb Vie Inc.

Healthcare
78
+ 0.16%
$169.2 - $216.66 $13.2K - $16.9K
49.7K $10.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.53K
+ 0.61%
$87.68 - $94.52 $134K - $145K
252K $23.6M
IAK
Ishares Tr

ETFs
1.44K
+ 3.96%
$121.85 - $137.9 $175K - $198K
37.7K $5.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.5K
+ 200.0%
$25.77 - $27.6 $451K - $483K
26.3K $698K
ITA
Ishares Tr

ETFs
1.18K
+ 3.67%
$144.84 - $159.5 $171K - $188K
33.3K $5.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.4K
+ 200.0%
$25.58 - $29.24 $317K - $363K
18.6K $487K
JNJ
Johnson & Johnson

Healthcare
77
+ 0.7%
$142.06 - $167.7 $10.9K - $12.9K
11.1K $1.83M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.6K
+ 113.62%
$18.36 - $20.51 $194K - $217K
19.9K $393K
IQLT
Ishares Msci Intl Quality Fact

ETFs
80
+ 0.11%
$36.91 - $41.03 $2.95K - $3.28K
74K $2.94M
PM
Philip Morris International Inc.

Consumer Defensive
112
+ 3.19%
$117.15 - $158.79 $13.1K - $17.8K
3.63K $575K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.75K
+ 20.92%
$76.77 - $82.22 $134K - $144K
10.1K $802K
SYK
Stryker Corp

Healthcare
246
+ 5.2%
$355.18 - $399.9 $87.4K - $98.4K
4.98K $1.85M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.95K
+ 17.38%
$82.81 - $92.93 $162K - $181K
13.2K $1.12M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.34K
+ 17.61%
$20.64 - $20.73 $110K - $111K
35.6K $737K
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.53%
$279.74 - $321.29 $5.04K - $5.78K
3.43K $1.07M
V
Visa Inc.

Financial Services
26
+ 1.21%
$306.92 - $362.71 $7.98K - $9.43K
2.18K $764K
PG
Procter & Gamble CO

Consumer Defensive
251
+ 1.84%
$158.56 - $176.26 $39.8K - $44.2K
13.9K $2.36M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.67K
+ 40.67%
$32.42 - $36.13 $86.6K - $96.5K
9.24K $304K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
1K
+ 0.57%
$11.24 - $11.73 $11.2K - $11.7K
177K $2.02M
CSCO
Cisco Systems, Inc.

Technology
483
+ 9.07%
$58.74 - $64.87 $28.4K - $31.3K
5.81K $358K
IYJ
Ishares Tr

ETFs
1.2K
+ 3.37%
$127.48 - $142.0 $153K - $170K
36.8K $4.79M
UNP
Union Pacific Corp

Industrials
123
+ 14.4%
$225.21 - $254.42 $27.7K - $31.3K
977 $230K
MMM
3 M CO

Industrials
13
+ 0.72%
$129.7 - $155.12 $1.69K - $2.02K
1.82K $267K
PEP
Pepsico Inc

Consumer Defensive
258
+ 6.7%
$142.64 - $156.42 $36.8K - $40.4K
4.11K $616K
HD
Home Depot, Inc.

Consumer Cyclical
236
+ 9.63%
$347.25 - $424.87 $82K - $100K
2.69K $984K
IBM
International Business Machines Corp

Technology
6
+ 0.58%
$217.4 - $264.74 $1.3K - $1.59K
1.05K $259K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 9.7%
$890.62 - $1076.86 $20.5K - $24.8K
260 $245K
ALL
Allstate Corp

Financial Services
15
+ 0.9%
$180.99 - $210.18 $2.71K - $3.15K
1.69K $349K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 3.36%
$408.78 - $448.82 $40.9K - $44.9K
3.08K $1.29M
LBRT
Liberty Energy Inc.

Energy
5.7K
+ 35.54%
$14.13 - $23.12 $80.5K - $132K
21.7K $343K
ACWI
Ishares Msci Acwi ETF

ETFs
418
+ 1.36%
$115.16 - $124.13 $48.1K - $51.9K
31.1K $3.62M
AOA
Ishares Tr Core Aggressive All

ETFs
164
+ 5.14%
$75.7 - $80.01 $12.4K - $13.1K
3.35K $256K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
20
+ 0.6%
$167.28 - $180.62 $3.35K - $3.61K
3.33K $565K
MBWM
Mercantile Bank Corp

Financial Services
277
+ 4.53%
$41.69 - $51.79 $11.5K - $14.3K
6.39K $277K
WMT
Walmart Inc.

Consumer Defensive
317
+ 3.27%
$84.5 - $105.05 $26.8K - $33.3K
10K $879K
VT
Vanguard Total World Stk Index

ETFs
79
+ 1.56%
$115.08 - $123.97 $9.09K - $9.79K
5.13K $595K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.15%
N/A
5.84K $1.06M
DFAT
Dimensional ETF Tr U S Target

ETFs
527
+ 8.65%
$50.44 - $58.1 $26.6K - $30.6K
6.62K $341K
IEMG
Ishares Inc

ETFs
18
+ 0.2%
N/A
9.18K $492K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
16
+ 0.38%
$78.12 - $83.7 $1.25K - $1.34K
4.24K $341K
Ea Series Trust
1.88K
+ 7.78%
N/A
26.1K $0
ESG
Flexshares Stoxx Us Esg Select
17
+ 0.35%
N/A
4.88K $0
SLF
Sun Life Financial Inc

Financial Services
15
+ 0.4%
$54.05 - $59.19 $811 - $888
3.74K $214K
DNL
Wiswisdomtree Tr

ETFs
138
+ 0.32%
$35.56 - $38.21 $4.91K - $5.27K
43.9K $1.57M
PNC
Pnc Financial Services Group, Inc.

Financial Services
67
+ 5.42%
$168.84 - $202.89 $11.3K - $13.6K
1.3K $229K
LMT
Lockheed Martin Corp

Industrials
36
+ 5.2%
$423.19 - $506.29 $15.2K - $18.2K
728 $325K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
938
+ 2.29%
$48.02 - $53.02 $45K - $49.7K
41.9K $2.07M
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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