Well Done, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $477 Million distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $70.4M, Ishares Core S&P 500 ETF with a value of $62.5M, Ishares Msci Usa Min Vol Facto with a value of $18.1M, Ishares Msci Usa Quality Facto with a value of $17.9M, and Berkshire Hathaway Inc Class B with a value of $16.3M.
Examining the 13F form we can see an decrease of $29.4M in the current position value, from $506M to 477M.
Below you can find more details about Well Done, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$477 Million
ETFs: $295 Million
Financial Services: $96.8 Million
Technology: $25.7 Million
Consumer Cyclical: $19.2 Million
Healthcare: $19.1 Million
Consumer Defensive: $8.62 Million
Industrials: $4.3 Million
Energy: $3.45 Million
Other: $4.82 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions