Well Done, LLC Reduced Holdings in Q1 2025

Well Done, LLC

  • $557 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-747
- 6.74%
$26.71 - $31.58 $20K - $23.6K
10.3K $313K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-5
- 0.09%
$51.39 - $57.43 $257 - $287
5.73K $317K
INTC
Intel Corp

Technology
-1.13K
- 6.7%
$19.1 - $27.39 $21.6K - $31K
15.8K $358K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-16
- 0.16%
$89.33 - $95.17 $1.43K - $1.52K
10.3K $950K
CVX
Chevron Corp

Energy
-74
- 4.38%
$146.71 - $167.97 $10.9K - $12.4K
1.62K $270K
KO
Coca Cola CO

Consumer Defensive
-195
- 4.34%
$60.81 - $72.32 $11.9K - $14.1K
4.3K $307K
MO
Altria Group, Inc.

Consumer Defensive
-258
- 4.29%
$50.81 - $60.02 $13.1K - $15.5K
5.76K $345K
EFV
Msci Eafe Value ETF

ETFs
-10
- 0.21%
$51.88 - $60.73 $519 - $607
4.79K $282K
SLV
I Shares Silver Trust

ETFs
-155
- 1.96%
$26.93 - $31.32 $4.17K - $4.85K
7.75K $240K
JPM
Jpmorgan Chase & CO

Financial Services
-83
- 0.73%
$225.19 - $279.95 $18.7K - $23.2K
11.3K $2.76M
VTV
Vanguard Value ETF

ETFs
-230
- 0.88%
$167.73 - $179.21 $38.6K - $41.2K
26K $4.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-700
- 3.8%
$74.85 - $84.89 $52.4K - $59.4K
17.7K $1.45M
DGRO
Ishares Core Dividend Growth E

ETFs
-791
- 0.3%
$60.46 - $64.42 $47.8K - $51K
260K $16.1M
AMGN
Amgen Inc

Healthcare
-1
- 0.07%
$258.59 - $327.36 $259 - $327
1.35K $421K
CL
Colgate Palmolive CO

Consumer Defensive
-65
- 0.23%
$85.68 - $97.5 $5.57K - $6.34K
28.5K $2.67M
DE
Deere & CO

Industrials
-35
- 1.75%
$408.57 - $509.27 $14.3K - $17.8K
1.97K $922K
XOM
Exxon Mobil Corp

Energy
-132
- 1.42%
$105.44 - $118.93 $13.9K - $15.7K
9.15K $1.09M
GLD
Spdr Gold Trust

ETFs
-27
- 1.26%
$243.19 - $288.14 $6.57K - $7.78K
2.12K $610K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.8K
- 1.88%
$69.81 - $78.9 $125K - $142K
93.5K $7.29M
ABT
Abbott Laboratories

Healthcare
-173
- 0.39%
$111.1 - $140.22 $19.2K - $24.3K
44.7K $5.93M
IAU
Ishares Gold Trust

ETFs
-90
- 0.06%
$49.74 - $58.96 $4.48K - $5.31K
159K $9.36M
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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