Well Done, LLC Incresed Positions in Q3 2025

Well Done, LLC

  • $575 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
778
+ 29.41%
$546.99 - $602.2 $426K - $469K
3.42K $2.06M
IYJ
Ishares Tr

ETFs
2.53K
+ 6.15%
$142.42 - $148.18 $360K - $375K
43.7K $6.37M
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
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
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
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
GOOGL
Alphabet Inc.

Communication Services
542
+ 29.94%
$174.36 - $254.72 $94.5K - $138K
2.35K $571K
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
IWR
Ishares Russell Mid Cap ETF

ETFs
1.05K
+ 7.15%
$92.26 - $97.51 $96.7K - $102K
15.7K $1.52M
CVX
Chevron Corp

Energy
722
+ 32.74%
$145.57 - $161.83 $105K - $117K
2.93K $454K
MU
Micron Technology Inc

Technology
13
+ 0.43%
$104.88 - $168.89 $1.36K - $2.2K
3.06K $511K
VT
Vanguard Total World Stk Index

ETFs
625
+ 13.93%
$128.41 - $138.03 $80.3K - $86.3K
5.11K $704K
WMT
Walmart Inc.

Consumer Defensive
397
+ 3.74%
$94.4 - $104.27 $37.5K - $41.4K
11K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
408
+ 2.73%
$211.65 - $238.24 $86.4K - $97.2K
15.4K $3.37M
XLE
Energy Sector Spdr

ETFs
795
+ 28.99%
$84.25 - $91.99 $67K - $73.1K
3.54K $315K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
238
+ 1.58%
$64.58 - $69.94 $15.4K - $16.6K
15.3K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
366
+ 5.94%
$57.75 - $67.68 $21.1K - $24.8K
6.53K $431K
SOXX
Ishares Semiconductor ETF

ETFs
97
+ 8.43%
$236.93 - $271.12 $23K - $26.3K
1.25K $338K
IEMG
Ishares Inc

ETFs
1.09K
+ 6.96%
N/A
16.7K $896K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.06K
+ 9.16%
$50.82 - $51.09 $54K - $54.3K
12.7K $646K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
287
+ 3.85%
$49.43 - $54.52 $14.2K - $15.6K
7.75K $419K
PEP
Pepsico Inc

Consumer Defensive
112
+ 2.78%
$133.81 - $152.16 $15K - $17K
4.13K $580K
NEE
Nextera Energy Inc

Utilities
31
+ 0.45%
$69.77 - $77.54 $2.16K - $2.4K
6.93K $523K
ETN
Eaton Corp PLC

Industrials
1
+ 0.04%
$342.99 - $392.76 $343 - $393
2.51K $940K
EFV
Msci Eafe Value ETF

ETFs
230
+ 3.69%
$62.79 - $68.42 $14.4K - $15.7K
6.46K $437K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.2%
$433.97 - $484.08 $868 - $968
982 $470K
Activity Summary
Buys All Purchases 94 New Holdings 22 Increased Positions 72 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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