Well Done, LLC Reduced Holdings in Q3 2025

Well Done, LLC

  • $575 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-15.3K
- 21.74%
$82.38 - $83.0 $1.26M - $1.27M
55.1K $4.57M
CL
Colgate Palmolive CO

Consumer Defensive
-63
- 0.23%
$79.36 - $93.33 $5K - $5.88K
27.9K $2.23M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.69K
- 4.33%
$81.76 - $86.36 $301K - $318K
81.4K $6.91M
DE
Deere & CO

Industrials
-68
- 3.46%
$457.26 - $524.37 $31.1K - $35.7K
1.9K $867K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-371
- 12.59%
$435.72 - $463.74 $162K - $172K
2.58K $1.19M
XOM
Exxon Mobil Corp

Energy
-734
- 8.43%
$105.83 - $117.22 $77.7K - $86K
7.97K $898K
EEMV
Ishares Msci Emerging Markets

ETFs
-1.85K
- 2.2%
$61.94 - $64.63 $115K - $120K
82.4K $5.26M
VIG
Vanguard Dividend Appreciation

ETFs
-129
- 1.84%
N/A
6.87K $1.25M
FPI
Farmland Partners Inc.

Real Estate
-174
- 1.42%
$10.47 - $11.59 $1.82K - $2.02K
12.1K $131K
HBAN
Huntington Bancshares Inc

Financial Services
-2.2K
- 3.98%
$15.87 - $17.88 $34.9K - $39.3K
53K $916K
ESG
Flexshares Stoxx Us Esg Select
-1
- 0.02%
N/A
5.16K $0
MMM
3 M CO

Industrials
-34
- 1.88%
$144.41 - $160.2 $4.91K - $5.45K
1.77K $274K
Ark 21 Shares Bitcoin ETF
-45.4K
- 59.79%
N/A
30.5K $0
PFE
Pfizer Inc

Healthcare
-603
- 4.85%
$23.29 - $25.88 $14K - $15.6K
11.8K $301K
Bitwise Bitcoin ETF Tr
-16.7K
- 50.06%
N/A
16.7K $0
BIBL
Northern Lts Fd Tr Iv

ETFs
-312
- 6.38%
$41.43 - $44.43 $12.9K - $13.9K
4.58K $203K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-63
- 0.95%
$116.29 - $120.92 $7.33K - $7.62K
6.57K $787K
AMGN
Amgen Inc

Healthcare
-2
- 0.18%
$271.18 - $309.22 $542 - $618
1.11K $312K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-286
- 2.4%
$60.96 - $64.31 $17.4K - $18.4K
11.6K $739K
UNP
Union Pacific Corp

Industrials
-6
- 0.68%
$214.91 - $237.16 $1.29K - $1.42K
882 $208K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-773
- 4.46%
$27.26 - $30.88 $21.1K - $23.9K
16.6K $499K
HD
Home Depot, Inc.

Consumer Cyclical
-203
- 7.83%
$357.4 - $423.42 $72.6K - $86K
2.39K $967K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-60
- 0.45%
$111.05 - $115.21 $6.66K - $6.91K
13.3K $1.52M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-24
- 1.09%
$115.96 - $125.95 $2.78K - $3.02K
2.17K $273K
WFC
Wells Fargo & Company

Financial Services
-84
- 1.16%
$77.05 - $85.16 $6.47K - $7.15K
7.14K $598K
MCD
Mcdonalds Corp

Consumer Cyclical
-64
- 1.87%
$291.67 - $316.99 $18.7K - $20.3K
3.36K $1.02M
ALL
Allstate Corp

Financial Services
-4
- 0.24%
$192.0 - $214.65 $768 - $859
1.64K $351K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
-1
- 0.03%
$186.33 - $197.17 $186 - $197
3.56K $701K
SVAL
Ishares Tr Us Small Cap Value

ETFs
-32
- 0.16%
$30.46 - $34.49 $975 - $1.1K
19.6K $656K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1
- -0.0%
$41.43 - $44.2 $41.4 - $44.2
49.2K $2.17M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1
- 0.02%
$126.64 - $135.65 $127 - $136
5.91K $801K
ASML
Asml Holding Nv

Technology
-1
- 0.28%
$689.63 - $968.09 $690 - $968
350 $338K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-136
- 0.97%
$84.28 - $89.46 $11.5K - $12.2K
13.9K $1.24M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-57
- 1.49%
$225.11 - $247.9 $12.8K - $14.1K
3.77K $932K
VOE
Vanguard Mid Cap Value Index F

ETFs
-172
- 1.71%
$164.63 - $174.58 $28.3K - $30K
9.86K $1.72M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-108
- 0.26%
$50.02 - $53.28 $5.4K - $5.75K
41.7K $2.18M
MSFT
Microsoft Corp

Technology
-224
- 2.26%
$491.09 - $535.64 $110K - $120K
9.69K $5.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.04K
- 2.77%
$181.56 - $190.33 $189K - $198K
36.5K $6.92M
GLD
Spdr Gold Trust

ETFs
-5
- 0.23%
$300.96 - $355.47 $1.5K - $1.78K
2.16K $767K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 1.1%
$70.77 - $73.59 $72.8K - $75.7K
92.2K $6.76M
TSLA
Tesla, Inc.

Consumer Cyclical
-120
- 6.64%
$293.94 - $444.72 $35.3K - $53.4K
1.69K $750K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-170
- 1.27%
$82.22 - $96.68 $14K - $16.4K
13.2K $1.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-220
- 2.91%
$567.77 - $614.76 $125K - $135K
7.35K $4.5M
CAT
Caterpillar Inc

Industrials
-73
- 2.56%
$390.92 - $477.15 $28.5K - $34.8K
2.78K $1.33M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.2K
- 1.87%
$63.41 - $69.69 $76K - $83.6K
63K $4.31M
ACWI
Ishares Msci Acwi ETF

ETFs
-444
- 1.43%
$128.32 - $138.41 $57K - $61.5K
30.5K $4.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-155
- 0.57%
$108.46 - $120.63 $16.8K - $18.7K
26.9K $3.19M
VTV
Vanguard Value ETF

ETFs
-16
- 0.06%
$175.51 - $186.57 $2.81K - $2.99K
28.5K $5.32M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-1.39K
- 1.05%
$42.62 - $46.98 $59.1K - $65.2K
131K $6.1M
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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