Well Done, LLC Reduced Holdings in Q1 2025

Well Done, LLC

  • $557 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.5K
- 1.32%
$554.06 - $615.85 $833K - $926K
113K $63.4M
GNTX
Gentex Corp

Consumer Cyclical
-301
- 0.08%
$23.3 - $28.48 $7.01K - $8.57K
398K $9.28M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-12.8K
- 18.62%
$81.83 - $82.73 $1.05M - $1.06M
56K $4.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.17K
- 1.12%
$168.16 - $186.21 $196K - $217K
103K $17.6M
WTFC
Wintrust Financial Corp

Financial Services
-6.49K
- 55.94%
$107.76 - $136.92 $699K - $888K
5.11K $574K
SOFI
So Fi Technologies, Inc.

Financial Services
-580
- 0.26%
$11.18 - $18.03 $6.48K - $10.5K
224K $2.61M
AAPL
Apple Inc.

Technology
-455
- 1.77%
$209.68 - $247.1 $95.4K - $112K
25.2K $5.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.23K
- 2.1%
$196.12 - $229.48 $241K - $282K
57.3K $11.6M
MSFT
Microsoft Corp

Technology
-90
- 0.98%
$375.39 - $447.2 $33.8K - $40.2K
9.1K $3.41M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.5K
- 2.24%
$58.81 - $68.2 $88.3K - $102K
65.5K $3.91M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-2.43K
- 1.76%
$41.45 - $46.58 $101K - $113K
136K $5.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-337
- 1.08%
$102.49 - $119.96 $34.5K - $40.4K
30.8K $3.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-272
- 3.32%
$507.05 - $563.67 $138K - $153K
7.92K $4.07M
MLKN
Millerknoll, Inc.

Consumer Cyclical
-11.4K
- 38.82%
$18.34 - $23.29 $209K - $266K
18K $344K
TSLA
Tesla, Inc.

Consumer Cyclical
-36
- 1.9%
$222.15 - $428.22 $8K - $15.4K
1.86K $482K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.18K
- 10.63%
$156.61 - $168.02 $184K - $198K
9.9K $1.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-309
- 0.86%
$57.21 - $65.8 $17.7K - $20.3K
35.8K $2.09M
ETN
Eaton Corp PLC

Industrials
-7
- 0.28%
$271.83 - $371.23 $1.9K - $2.6K
2.5K $679K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-142
- 4.67%
$307.43 - $357.48 $43.7K - $50.8K
2.9K $895K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-209
- 5.78%
$165.25 - $224.62 $34.5K - $46.9K
3.4K $565K
GOOG
Alphabet Inc.

Communication Services
-159
- 4.55%
$156.06 - $207.71 $24.8K - $33K
3.33K $520K
HBAN
Huntington Bancshares Inc

Financial Services
-3.03K
- 3.93%
$14.28 - $17.39 $43.3K - $52.7K
74K $1.11M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.05K
- 6.31%
$46.12 - $52.9 $48.6K - $55.7K
15.6K $727K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-254
- 0.61%
$169.43 - $182.84 $43K - $46.4K
41.6K $7.2M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-687
- 0.68%
$65.27 - $71.18 $44.8K - $48.9K
101K $6.71M
ISMD
Northern Lts Fd Tr Iv

ETFs
-1.5K
- 8.7%
$33.87 - $38.9 $50.9K - $58.4K
15.8K $537K
IWM
Ishares Russell 2000 ETF

ETFs
-6
- 0.12%
$198.1 - $229.79 $1.19K - $1.38K
4.91K $980K
BIBL
Northern Lts Fd Tr Iv

ETFs
-2.47K
- 12.06%
$37.55 - $41.94 $92.6K - $103K
18K $690K
SVAL
Ishares Tr Us Small Cap Value

ETFs
-1.2K
- 4.81%
$29.28 - $33.43 $35.2K - $40.1K
23.8K $712K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.18K
- 2.36%
$57.07 - $59.29 $124K - $129K
90.3K $5.27M
DHR
Danaher Corp

Healthcare
-7
- 0.2%
$201.62 - $250.59 $1.41K - $1.75K
3.54K $726K
IWV
Ishares Russell 3000 ETF

ETFs
-106
- 3.32%
$313.1 - $349.83 $33.2K - $37.1K
3.08K $978K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-1.64K
- 14.24%
$39.91 - $43.97 $65.4K - $72K
9.86K $401K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-681
- 24.4%
$95.85 - $99.25 $65.3K - $67.6K
2.11K $208K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-224
- 9.58%
$101.98 - $115.66 $22.8K - $25.9K
2.11K $216K
VLUE
Ishares Msci Usa Value Factor

ETFs
-781
- 1.59%
$104.89 - $113.56 $81.9K - $88.7K
48.4K $5.16M
EEM
Ishares Msci Emerging Markets

ETFs
-942
- 13.87%
$40.81 - $45.34 $38.4K - $42.7K
5.85K $255K
META
Meta Platforms, Inc.

Communication Services
-14
- 1.02%
$576.36 - $736.67 $8.07K - $10.3K
1.36K $782K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-82
- 0.58%
$78.0 - $84.37 $6.4K - $6.92K
14.1K $1.13M
IEFA
Ishares Tr

ETFs
-857
- 9.32%
$69.57 - $78.65 $59.6K - $67.4K
8.34K $630K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.01K
- 3.91%
$42.5 - $46.71 $42.7K - $46.9K
24.7K $1.12M
NEE
Nextera Energy Inc

Utilities
-73
- 1.05%
$66.96 - $76.16 $4.89K - $5.56K
6.85K $485K
ADP
Automatic Data Processing Inc

Industrials
-62
- 7.66%
$286.85 - $318.64 $17.8K - $19.8K
747 $228K
WFC
Wells Fargo & Company

Financial Services
-241
- 3.19%
$66.78 - $81.42 $16.1K - $19.6K
7.32K $525K
AOK
Ishares Tr Core Conservative A

ETFs
-126
- 1.83%
$36.86 - $38.15 $4.64K - $4.81K
6.75K $253K
CEADW
Cea Ind Inc Wt Pur Com Exp 02/
-500
- 3.13%
$0.01 - $0.03 $5 - $15
15.5K $0
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-84
- 0.69%
$59.15 - $62.71 $4.97K - $5.27K
12.2K $750K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-375
- 2.59%
$104.87 - $112.53 $39.3K - $42.2K
14.1K $1.55M
KMB
Kimberly Clark Corp

Consumer Defensive
-82
- 4.73%
$124.46 - $147.4 $10.2K - $12.1K
1.65K $235K
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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