The Analysis of Well Done, LLC's Holdings
Currently, Well Done, LLC holds 187 types of securities in its portfolio with a total value $587.3M. In the most recent quarter, they have increased their positions in IJH (+49.7K shares, valued at $3.2M), IDHQ (+60.8K shares, valued at $2.0M), IVV (+2.9K shares, valued at $1.9M); decreased their positions in ARKB (-45.4K shares, valued at $1.7M), SHY (-15.3K shares, valued at $1.3M), BITB (-16.7K shares, valued at $1.0M); initiated new positions in IXN (+5.9K shares, valued at $612.8K), IXP (+4.8K shares, valued at $598.3K), SPMO (+4.5K shares, valued at $545.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.A BERKSHIRE HATHAWAY INC DEL112 shares0.00%2025-09-302025-10-28
IVV ISHARES TR117.5K shares2.49%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL51.1K shares6.11%2025-09-302025-10-28 USMV ISHARES TR247.4K shares1.40%2025-09-302025-10-28 QUAL ISHARES TR91.5K shares-1.10%2025-09-302025-10-28 DGRO ISHARES TR234.8K shares-2.24%2025-09-302025-10-28 DFSV DIMENSIONAL ETF TRUST439.6K shares0.45%2025-09-302025-10-28 MTUM ISHARES TR53.3K shares-1.03%2025-09-302025-10-28 GNTX GENTEX CORP408.6K shares3.95%2025-09-302025-10-28 IAU ISHARES GOLD TR158.0K shares3.47%2025-09-302025-10-28 ABBV ABBVIE INC49.3K shares-0.76%2025-09-302025-10-28 ITOT ISHARES TR60.7K shares0.66%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR11.7K shares27.48%2025-09-302025-10-28 IAI ISHARES TR42.1K shares13.10%2025-09-302025-10-28 ITA ISHARES TR35.2K shares4.01%2025-09-302025-10-28 RSP INVESCO EXCHANGE TRADED FD T36.5K shares-2.77%2025-09-302025-10-28 EFAV ISHARES TR81.4K shares-4.33%2025-09-302025-10-28 SPHQ INVESCO EXCHANGE TRADED FD T92.2K shares-1.10%2025-09-302025-10-28 SOFI SOFI TECHNOLOGIES INC253.4K shares-0.12%2025-09-302025-10-28 IGV ISHARES TR58.1K shares5.69%2025-09-302025-10-28 IYC ISHARES TR62.2K shares5.67%2025-09-302025-10-28 IYJ ISHARES TR43.7K shares6.15%2025-09-302025-10-28 IDHQ INVESCO EXCH TRADED FD TR II184.2K shares49.26%2025-09-302025-10-28 QVAL EA SERIES TRUST130.8K shares-1.05%2025-09-302025-10-28 IJH ISHARES TR93.1K shares114.26%2025-09-302025-10-28 IAK ISHARES TR45.3K shares7.83%2025-09-302025-10-28 ABT ABBOTT LABS44.9K shares0.25%2025-09-302025-10-28 AAPL APPLE INC21.9K shares-1.30%2025-09-302025-10-28 VTV VANGUARD INDEX FDS28.5K shares-0.06%2025-09-302025-10-28 DFAI DIMENSIONAL ETF TRUST145.6K shares14.95%2025-09-302025-10-28 EEMV ISHARES INC82.4K shares-2.20%2025-09-302025-10-28 VLUE ISHARES TR40.4K shares-0.21%2025-09-302025-10-28 MSFT MICROSOFT CORP9.7K shares-2.26%2025-09-302025-10-28 SHY ISHARES TR55.1K shares-21.74%2025-09-302025-10-28 VOO VANGUARD INDEX FDS7.3K shares-2.91%2025-09-302025-10-28 DFAS DIMENSIONAL ETF TRUST63.0K shares-1.87%2025-09-302025-10-28 ACWI ISHARES TR30.5K shares-1.43%2025-09-302025-10-28 ESGV VANGUARD WORLD FD33.4K shares0.29%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.11.3K shares0.04%2025-09-302025-10-28 AMZN AMAZON COM INC15.4K shares2.73%2025-09-302025-10-28 IJR ISHARES TR26.9K shares-0.57%2025-09-302025-10-28 TAXE T ROWE PRICE ETF INC56.9K shares127.62%2025-09-302025-10-28 BOXX EA SERIES TRUST21.2K shares21.62%2025-09-302025-10-28 SLV ISHARES SILVER TR52.8K shares83.12%2025-09-302025-10-28 CL COLGATE PALMOLIVE CO27.9K shares-0.23%2025-09-302025-10-28 DON WISDOMTREE TR41.7K shares-0.26%2025-09-302025-10-28 IQLT ISHARES TR49.2K shares-0.00%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO13.7K shares0.07%2025-09-302025-10-28 QQQ INVESCO QQQ TR3.4K shares29.41%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON11.0K shares3.10%2025-09-302025-10-28 MIY BLACKROCK MUNIYIELD MICH QU177.4K shares0.00%2025-09-302025-10-28 OAKM HARRIS OAKMARK ETF TRUST70.9K shares0.00%2025-09-302025-10-28 DNL WISDOMTREE TR44.9K shares1.39%2025-09-302025-10-28 SYK STRYKER CORPORATION4.8K shares0.02%2025-09-302025-10-28 VOE VANGUARD INDEX FDS9.9K shares-1.71%2025-09-302025-10-28 CZA INVESCO EXCHANGE TRADED FD T15.5K shares0.00%2025-09-302025-10-28 IWV ISHARES TR4.2K shares66.28%2025-09-302025-10-28 AIVL WISDOMTREE TR13.3K shares-0.45%2025-09-302025-10-28 EFA ISHARES TR16.3K shares0.00%2025-09-302025-10-28 IWR ISHARES TR15.7K shares7.15%2025-09-302025-10-28 TSM TAIWAN SEMICONDUCTOR MFG LTD5.3K shares0.13%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS6.9K shares-1.84%2025-09-302025-10-28 IEFA ISHARES TR16.6K shares28.39%2025-09-302025-10-28 CAT CATERPILLAR INC2.8K shares-2.56%2025-09-302025-10-28 NVDA NVIDIA CORPORATION7.1K shares7.34%2025-09-302025-10-28 AIRR FIRST TR EXCHANGE TRADED FD13.2K shares-1.27%2025-09-302025-10-28 DGRW WISDOMTREE TR13.9K shares-0.97%2025-09-302025-10-28 DIA SPDR DOW JONES INDL AVERAGE2.6K shares-12.59%2025-09-302025-10-28 IWM ISHARES TR4.8K shares10.19%2025-09-302025-10-28 MGK VANGUARD WORLD FD2.9K shares0.00%2025-09-302025-10-28 ARKB ARK 21SHARES BITCOIN ETF30.5K shares-59.79%2025-09-302025-10-28 SFLR INNOVATOR ETFS TRUST32.0K shares0.00%2025-09-302025-10-28 WMT WALMART INC11.0K shares3.74%2025-09-302025-10-28 IEMG ISHARES INC16.7K shares6.96%2025-09-302025-10-28 RPV INVESCO EXCHANGE TRADED FD T10.8K shares0.00%2025-09-302025-10-28 VSGX VANGUARD WORLD FD15.3K shares1.58%2025-09-302025-10-28 BITB BITWISE BITCOIN ETF TR16.7K shares-50.06%2025-09-302025-10-28 MCD MCDONALDS CORP3.4K shares-1.87%2025-09-302025-10-28 HD HOME DEPOT INC2.4K shares-7.83%2025-09-302025-10-28 FXR FIRST TR EXCHANGE TRADED FD12.1K shares0.00%2025-09-302025-10-28 ETN EATON CORP PLC2.5K shares0.04%2025-09-302025-10-28 QQQM INVESCO EXCH TRADED FD TR II3.8K shares-1.49%2025-09-302025-10-28 HBAN HUNTINGTON BANCSHARES INC53.0K shares-3.98%2025-09-302025-10-28 XOM EXXON MOBIL CORP8.0K shares-8.43%2025-09-302025-10-28 DLN WISDOMTREE TR10.1K shares0.00%2025-09-302025-10-28 DE DEERE & CO1.9K shares-3.46%2025-09-302025-10-28 DGRS WISDOMTREE TR17.2K shares0.00%2025-09-302025-10-28 SUSA ISHARES TR5.9K shares-0.02%2025-09-302025-10-28 ESG FLEXSHARES TR5.2K shares-0.02%2025-09-302025-10-28 ACWV ISHARES INC6.6K shares-0.95%2025-09-302025-10-28 FTC FIRST TR EXCHANGE-TRADED ALP4.9K shares0.00%2025-09-302025-10-28 GLD SPDR GOLD TR2.2K shares-0.23%2025-09-302025-10-28 SCHV SCHWAB STRATEGIC TR26.3K shares0.00%2025-09-302025-10-28 IWF ISHARES TR1.6K shares0.00%2025-09-302025-10-28 TSLA TESLA INC1.7K shares-6.64%2025-09-302025-10-28 GOOG ALPHABET INC3.1K shares3.48%2025-09-302025-10-28 XMLV INVESCO EXCH TRADED FD TR II11.6K shares-2.40%2025-09-302025-10-28 V VISA INC2.1K shares0.43%2025-09-302025-10-28 WTFC WINTRUST FINL CORP5.4K shares67.22%2025-09-302025-10-28 VT VANGUARD INTL EQUITY INDEX F5.1K shares13.93%2025-09-302025-10-28 ESGG FLEXSHARES TR3.6K shares-0.03%2025-09-302025-10-28 SVAL ISHARES TR19.6K shares-0.16%2025-09-302025-10-28 ESML ISHARES TR14.4K shares0.00%2025-09-302025-10-28 FLOT ISHARES TR12.7K shares9.16%2025-09-302025-10-28 IXN ISHARES TR5.9K sharesnew addition2025-09-302025-10-28 WFC WELLS FARGO CO NEW7.1K shares-1.16%2025-09-302025-10-28 IXP ISHARES TR4.8K sharesnew addition2025-09-302025-10-28 PEP PEPSICO INC4.1K shares2.78%2025-09-302025-10-28 BSCR INVESCO EXCH TRD SLF IDX FD29.2K shares168.81%2025-09-302025-10-28 GOOGL ALPHABET INC2.4K shares29.94%2025-09-302025-10-28 BSCP INVESCO EXCH TRD SLF IDX FD26.8K shares0.79%2025-09-302025-10-28 SPMO INVESCO EXCH TRADED FD TR II4.5K sharesnew addition2025-09-302025-10-28 NEE NEXTERA ENERGY INC6.9K shares0.45%2025-09-302025-10-28 MU MICRON TECHNOLOGY INC3.1K shares0.43%2025-09-302025-10-28 XLI SELECT SECTOR SPDR TR3.3K shares62.38%2025-09-302025-10-28 IVAL EA SERIES TRUST16.6K shares-4.46%2025-09-302025-10-28 META META PLATFORMS INC668 shares1.37%2025-09-302025-10-28 PECO PHILLIPS EDISON & CO INC14.0K shares0.00%2025-09-302025-10-28 VUG VANGUARD INDEX FDS982 shares0.20%2025-09-302025-10-28 CVX CHEVRON CORP NEW2.9K shares32.74%2025-09-302025-10-28 IYW ISHARES TR2.3K sharesnew addition2025-09-302025-10-28 EFV ISHARES TR6.5K shares3.69%2025-09-302025-10-28 MO ALTRIA GROUP INC6.5K shares5.94%2025-09-302025-10-28 SCHF SCHWAB STRATEGIC TR18.3K shares0.00%2025-09-302025-10-28 VWO VANGUARD INTL EQUITY INDEX F7.7K shares3.85%2025-09-302025-10-28 GUNR FLEXSHARES TR9.4K shares0.00%2025-09-302025-10-28 XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2025-09-302025-10-28 DFAT DIMENSIONAL ETF TRUST6.6K shares0.00%2025-09-302025-10-28 ACWX ISHARES TR5.7K shares1.73%2025-09-302025-10-28 RPG INVESCO EXCHANGE TRADED FD T7.8K shares0.00%2025-09-302025-10-28 AOA ISHARES TR4.2K shares5.52%2025-09-302025-10-28 IVLU ISHARES TR10.3K shares0.00%2025-09-302025-10-28 REGL PROSHARES TR4.2K shares0.22%2025-09-302025-10-28 IWN ISHARES TR2.0K shares0.00%2025-09-302025-10-28 LMT LOCKHEED MARTIN CORP716 shares2.58%2025-09-302025-10-28 MDY SPDR S&P MIDCAP 400 ETF TR590 shares0.00%2025-09-302025-10-28 ALL ALLSTATE CORP1.6K shares-0.24%2025-09-302025-10-28 ASML ASML HOLDING N V350 shares-0.28%2025-09-302025-10-28 SOXX ISHARES TR1.2K shares8.43%2025-09-302025-10-28 XLG INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2025-09-302025-10-28 MLKN MILLERKNOLL INC18.4K shares0.24%2025-09-302025-10-28 GDX VANECK ETF TRUST4.2K sharesnew addition2025-09-302025-10-28 XLE SELECT SECTOR SPDR TR3.5K shares28.99%2025-09-302025-10-28 AMGN AMGEN INC1.1K shares-0.18%2025-09-302025-10-28 EEM ISHARES TR5.8K shares0.00%2025-09-302025-10-28 BSCQ INVESCO EXCH TRD SLF IDX FD15.7K shares0.96%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS1.1K shares3.73%2025-09-302025-10-28 XLF SELECT SECTOR SPDR TR5.6K sharesnew addition2025-09-302025-10-28 PFE PFIZER INC11.8K shares-4.85%2025-09-302025-10-28 QMOM EA SERIES TRUST4.3K shares0.00%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW301 shares1.35%2025-09-302025-10-28 MMM 3M CO1.8K shares-1.88%2025-09-302025-10-28 DSI ISHARES TR2.2K shares-1.09%2025-09-302025-10-28 AOK ISHARES TR6.7K shares0.00%2025-09-302025-10-28 XLY SELECT SECTOR SPDR TR1.1K sharesnew addition2025-09-302025-10-28 PNC PNC FINL SVCS GROUP INC1.3K shares6.68%2025-09-302025-10-28 BSCS INVESCO EXCH TRD SLF IDX FD12.8K sharesnew addition2025-09-302025-10-28 DFUV DIMENSIONAL ETF TRUST5.7K shares0.00%2025-09-302025-10-28 IBIT ISHARES BITCOIN TRUST ETF3.9K sharesnew addition2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR9.0K shares0.00%2025-09-302025-10-28 VXUS VANGUARD STAR FDS3.3K shares0.00%2025-09-302025-10-28 XLC SELECT SECTOR SPDR TR2.0K sharesnew addition2025-09-302025-10-28 LNG CHENIERE ENERGY INC1.0K shares0.60%2025-09-302025-10-28 MRVL MARVELL TECHNOLOGY INC2.8K shares0.53%2025-09-302025-10-28 BBUS J P MORGAN EXCHANGE TRADED F1.9K shares0.00%2025-09-302025-10-28 RFV INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2025-09-302025-10-28 AVGO BROADCOM INC699 sharesnew addition2025-09-302025-10-28 SLF SUN LIFE FINANCIAL INC.3.8K shares0.37%2025-09-302025-10-28 SIL GLOBAL X FDS3.1K sharesnew addition2025-09-302025-10-28 JHML JOHN HANCOCK EXCHANGE TRADED2.8K shares0.00%2025-09-302025-10-28 BLES NORTHERN LTS FD TR IV5.1K shares-6.04%2025-09-302025-10-28 DFAC DIMENSIONAL ETF TRUST5.4K sharesnew addition2025-09-302025-10-28 VB VANGUARD INDEX FDS824 sharesnew addition2025-09-302025-10-28 UFPI UFP INDUSTRIES INC2.2K shares0.00%2025-09-302025-10-28 UNP UNION PAC CORP882 shares-0.68%2025-09-302025-10-28 PHG KONINKLIJKE PHILIPS N V7.6K sharesnew addition2025-09-302025-10-28 NUE NUCOR CORP1.5K sharesnew addition2025-09-302025-10-28 VTI VANGUARD INDEX FDS626 sharesnew addition2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-10-28 BIBL NORTHERN LTS FD TR IV4.6K shares-6.38%2025-09-302025-10-28 DFAX DIMENSIONAL ETF TRUST6.5K sharesnew addition2025-09-302025-10-28 IYF ISHARES TR1.6K sharesnew addition2025-09-302025-10-28 BUFR FIRST TR EXCHNG TRADED FD VI6.0K sharesnew addition2025-09-302025-10-28 FPI FARMLAND PARTNERS INC12.1K shares-1.42%2025-09-302025-10-28 WNC WABASH NATL CORP12.2K shares0.00%2025-09-302025-10-28 RANI RANI THERAPEUTICS HLDGS INC52.0K shares0.00%2025-09-302025-10-28 BNCWW CEA INDUSTRIES INC17.4K shares12.26%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available