Well Done, LLC Sells in Q2 2025

Well Done, LLC

  • $521 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 0.88%
$725400.0 - $809350.0 $725K - $809K
112 $81.6M
ABBV
Abb Vie Inc.

Healthcare
-58
- 0.12%
$170.16 - $206.27 $9.87K - $12K
49.6K $9.21M
AAPL
Apple Inc.

Technology
-2.98K
- 11.83%
$172.42 - $223.89 $514K - $667K
22.2K $4.56M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-24.8K
- 33.49%
$35.9 - $43.76 $889K - $1.08M
49.2K $2.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-17.2K
- 69.81%
$39.89 - $49.46 $688K - $853K
7.46K $368K
DGRO
Ishares Core Dividend Growth E

ETFs
-20K
- 7.68%
$55.22 - $63.94 $1.1M - $1.28M
240K $15.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.09K
- 3.21%
$85.42 - $94.39 $691K - $764K
244K $22.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.3K
- 10.05%
$152.42 - $182.82 $1.57M - $1.89M
92.5K $16.9M
GNTX
Gentex Corp

Consumer Cyclical
-5.06K
- 1.27%
$20.83 - $23.52 $105K - $119K
393K $8.64M
VLUE
Ishares Msci Usa Value Factor

ETFs
-7.91K
- 16.34%
$93.5 - $113.21 $740K - $895K
40.5K $4.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.04K
- 9.72%
$152.93 - $181.74 $618K - $734K
37.5K $6.82M
ACN
Accenture PLC

Technology
-943
- 53.95%
$279.23 - $323.21 $263K - $305K
805 $240K
META
Meta Platforms, Inc.

Communication Services
-699
- 51.47%
$484.66 - $738.09 $339K - $516K
659 $486K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.81K
- 12.36%
$90.56 - $109.49 $345K - $417K
27K $2.95M
RFV
Invesco Exchange Traded Fd Tr

ETFs
-2.47K
- 57.46%
$97.97 - $121.24 $241K - $299K
1.83K $220K
JNJ
Johnson & Johnson

Healthcare
-360
- 3.25%
$146.36 - $159.82 $52.7K - $57.5K
10.7K $1.63M
PM
Philip Morris International Inc.

Consumer Defensive
-1.54K
- 42.44%
$149.23 - $184.95 $230K - $285K
2.09K $380K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-9.1K
- 25.52%
$20.66 - $20.74 $188K - $189K
26.6K $549K
HBAN
Huntington Bancshares Inc

Financial Services
-18.8K
- 25.35%
$12.49 - $16.76 $234K - $314K
55.2K $925K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.7K
- 20.36%
$107.61 - $119.09 $183K - $202K
6.63K $786K
PG
Procter & Gamble CO

Consumer Defensive
-163
- 1.18%
$157.66 - $172.39 $25.7K - $28.1K
13.7K $2.18M
WTFC
Wintrust Financial Corp

Financial Services
-1.9K
- 37.21%
$95.17 - $124.21 $181K - $236K
3.21K $397K
VUG
Vanguard Growth ETF

ETFs
-647
- 39.77%
$329.49 - $438.4 $213K - $284K
980 $429K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.24K
- 11.9%
$496.48 - $617.85 $613K - $763K
9.15K $5.65M
XOM
Exxon Mobil Corp

Energy
-443
- 4.84%
$99.93 - $119.04 $44.3K - $52.7K
8.71K $938K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-8.43K
- 9.02%
$73.0 - $85.5 $616K - $721K
85.1K $7.15M
CL
Colgate Palmolive CO

Consumer Defensive
-507
- 1.78%
$87.57 - $96.0 $44.4K - $48.7K
27.9K $2.54M
CSCO
Cisco Systems, Inc.

Technology
-2.42K
- 41.68%
$53.19 - $69.38 $129K - $168K
3.39K $234K
AMGN
Amgen Inc

Healthcare
-244
- 18.02%
$262.28 - $309.85 $64K - $75.6K
1.11K $309K
SVAL
Ishares Tr Us Small Cap Value

ETFs
-4.12K
- 17.34%
$26.29 - $31.11 $108K - $128K
19.6K $609K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.27K
- 25.28%
$19.44 - $19.56 $102K - $103K
15.6K $303K
KO
Coca Cola CO

Consumer Defensive
-1.38K
- 32.08%
$68.37 - $73.9 $94.3K - $102K
2.92K $206K
IWV
Ishares Russell 3000 ETF

ETFs
-561
- 18.2%
$281.67 - $351.0 $158K - $197K
2.52K $884K
PEP
Pepsico Inc

Consumer Defensive
-89
- 2.16%
$128.02 - $151.37 $11.4K - $13.5K
4.02K $531K
CRM
Salesforce, Inc.

Technology
-304
- 28.92%
$236.26 - $291.15 $71.8K - $88.5K
747 $203K
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.2%
$285.55 - $321.23 $2K - $2.25K
3.42K $999K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.87K
- 7.79%
$59.24 - $71.39 $466K - $562K
93.2K $6.64M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-705
- 5.0%
$97.18 - $112.51 $68.5K - $79.3K
13.4K $1.51M
HD
Home Depot, Inc.

Consumer Cyclical
-94
- 3.5%
$335.24 - $380.78 $31.5K - $35.8K
2.59K $950K
IWM
Ishares Russell 2000 ETF

ETFs
-515
- 10.48%
$174.82 - $215.79 $90K - $111K
4.4K $949K
UNP
Union Pacific Corp

Industrials
-89
- 9.11%
$208.27 - $238.46 $18.5K - $21.2K
888 $204K
ADP
Automatic Data Processing Inc

Industrials
-84
- 11.24%
$276.76 - $326.81 $23.2K - $27.5K
663 $204K
V
Visa Inc.

Financial Services
-83
- 3.81%
$308.27 - $373.31 $25.6K - $31K
2.1K $744K
ALL
Allstate Corp

Financial Services
-45
- 2.67%
$180.53 - $212.64 $8.12K - $9.57K
1.64K $330K
VT
Vanguard Total World Stk Index

ETFs
-645
- 12.57%
$103.16 - $128.52 $66.5K - $82.9K
4.49K $576K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-232
- 1.91%
$55.57 - $62.73 $12.9K - $14.6K
11.9K $735K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-1.8K
- 9.39%
$22.92 - $28.04 $41.1K - $50.3K
17.3K $483K
JHML
John Hancock Multifactor Large

ETFs
-305
- 9.82%
$59.74 - $73.35 $18.2K - $22.4K
2.8K $205K
LMT
Lockheed Martin Corp

Industrials
-30
- 4.12%
$430.82 - $486.45 $12.9K - $14.6K
698 $323K
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Well Done, LLC Portfolio

Follow Well Done, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Well Done, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Well Done, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email