The Analysis of Well Done, LLC's Holdings

Currently, Well Done, LLC holds 197 types of securities in its portfolio with a total value $669.1M. In the most recent quarter, they have increased their positions in AVLC (+297.5K shares, valued at $23.4M), IJH (+256.4K shares, valued at $16.9M), VTV (+62.4K shares, valued at $11.9M); decreased their positions in SFLR (-19.3K shares, valued at $710.8K), NVDA (-3.8K shares, valued at $708.9K), DGRO (-10.1K shares, valued at $698.5K); initiated new positions in AVLC (+297.5K shares, valued at $23.4M), N/A (+187.3K shares, valued at $4.9M), AVLV (+34.3K shares, valued at $2.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL112 shares0.00%2025-12-312026-01-13

IVV ISHARES TR118.1K shares0.55%2025-12-312026-01-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL50.8K shares-0.49%2025-12-312026-01-13

AVLC AMERICAN CENTY ETF TR297.5K sharesnew addition2025-12-312026-01-13

IJH ISHARES TR349.6K shares275.42%2025-12-312026-01-13

USMV ISHARES TR244.2K shares-1.28%2025-12-312026-01-13

QUAL ISHARES TR89.9K shares-1.74%2025-12-312026-01-13

VTV VANGUARD INDEX FDS91.0K shares218.69%2025-12-312026-01-13

Sponsored

DGRO ISHARES TR224.8K shares-4.28%2025-12-312026-01-13

DFSV DIMENSIONAL ETF TRUST428.7K shares-2.46%2025-12-312026-01-13

ISHARES GOLD TR ISHARES GOLD TR165.7K shares4.89%2025-12-312026-01-13

MTUM ISHARES TR52.8K shares-1.02%2025-12-312026-01-13

DFAI DIMENSIONAL ETF TRUST320.2K shares119.89%2025-12-312026-01-13

ABBV ABBVIE INC49.2K shares-0.15%2025-12-312026-01-13

GNTX GENTEX CORP405.6K shares-0.72%2025-12-312026-01-13

ITOT ISHARES TR60.8K shares0.17%2025-12-312026-01-13

Sponsored

IAI ISHARES TR46.9K shares11.31%2025-12-312026-01-13

ITA ISHARES TR39.0K shares10.94%2025-12-312026-01-13

SPY SPDR S&P 500 ETF TR11.3K shares-2.74%2025-12-312026-01-13

AAPL APPLE INC27.2K shares24.07%2025-12-312026-01-13

IYJ ISHARES TR49.8K shares14.04%2025-12-312026-01-13

IYC ISHARES TR71.1K shares14.30%2025-12-312026-01-13

IAK ISHARES TR52.5K shares15.86%2025-12-312026-01-13

IGV ISHARES TR66.6K shares14.60%2025-12-312026-01-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T36.6K shares0.18%2025-12-312026-01-13

SPHQ INVESCO EXCHANGE TRADED FD T90.7K shares-1.55%2025-12-312026-01-13

EFAV ISHARES TR78.2K shares-3.89%2025-12-312026-01-13

SOFI SOFI TECHNOLOGIES INC252.8K shares-0.24%2025-12-312026-01-13

QVAL EA SERIES TRUST128.2K shares-1.98%2025-12-312026-01-13

IDHQ INVESCO EXCH TRADED FD TR II176.6K shares-4.15%2025-12-312026-01-13

ABT ABBOTT LABS44.9K shares0.05%2025-12-312026-01-13

VLUE ISHARES TR39.0K shares-3.47%2025-12-312026-01-13

Sponsored

EEMV ISHARES INC80.0K shares-2.91%2025-12-312026-01-13

SHY ISHARES TR61.7K shares11.87%2025-12-312026-01-13

MSFT MICROSOFT CORP10.1K shares3.83%2025-12-312026-01-13

EA SERIES TRUST EA SERIES TRUST187.3K sharesnew addition2025-12-312026-01-13

VANGUARD INDEX FDS VANGUARD INDEX FDS7.3K shares-0.27%2025-12-312026-01-13

AMZN AMAZON COM INC19.6K shares27.58%2025-12-312026-01-13

ACWI ISHARES TR32.0K shares4.73%2025-12-312026-01-13

DFAS DIMENSIONAL ETF TRUST61.1K shares-2.91%2025-12-312026-01-13

Sponsored

ESGV VANGUARD WORLD FD32.3K shares-3.10%2025-12-312026-01-13

JPM JPMORGAN CHASE & CO.11.3K shares-0.38%2025-12-312026-01-13

SLV ISHARES SILVER TR55.4K shares4.81%2025-12-312026-01-13

IJR ISHARES TR26.9K shares0.25%2025-12-312026-01-13

BOXX EA SERIES TRUST27.4K shares29.65%2025-12-312026-01-13

TAXE T ROWE PRICE ETF INC56.9K shares0.00%2025-12-312026-01-13

AVLV AMERICAN CENTY ETF TR34.3K sharesnew addition2025-12-312026-01-13

JNJ JOHNSON & JOHNSON11.0K shares-0.23%2025-12-312026-01-13

Sponsored

IQLT ISHARES TR49.7K shares1.02%2025-12-312026-01-13

CL COLGATE PALMOLIVE CO28.1K shares0.84%2025-12-312026-01-13

DON WISDOMTREE TR42.0K shares0.88%2025-12-312026-01-13

TSM TAIWAN SEMICONDUCTOR MFG LTD7.0K shares32.17%2025-12-312026-01-13

INVESCO QQQ TR INVESCO QQQ TR3.4K shares0.47%2025-12-312026-01-13

PG PROCTER AND GAMBLE CO13.6K shares-0.51%2025-12-312026-01-13

DNL WISDOMTREE TR45.0K shares0.27%2025-12-312026-01-13

VOE VANGUARD INDEX FDS9.7K shares-1.57%2025-12-312026-01-13

Sponsored

CZA INVESCO EXCHANGE TRADED FD T15.5K shares0.00%2025-12-312026-01-13

SYK STRYKER CORPORATION4.8K shares0.38%2025-12-312026-01-13

OAKM HARRIS OAKMARK ETF TRUST57.6K shares-18.79%2025-12-312026-01-13

IWR ISHARES TR16.3K shares3.96%2025-12-312026-01-13

EFA ISHARES TR16.3K shares0.00%2025-12-312026-01-13

IWV ISHARES TR3.9K shares-5.87%2025-12-312026-01-13

CAT CATERPILLAR INC2.6K shares-5.21%2025-12-312026-01-13

AIVL WISDOMTREE TR13.1K shares-1.57%2025-12-312026-01-13

Sponsored

IEFA ISHARES TR16.5K shares-0.75%2025-12-312026-01-13

BITB BITWISE BITCOIN ETF TR30.7K shares83.95%2025-12-312026-01-13

ALPHABET INC ALPHABET INC4.5K shares93.28%2025-12-312026-01-13

VIG VANGUARD SPECIALIZED FUNDS6.4K shares-6.21%2025-12-312026-01-13

AIRR FIRST TR EXCHANGE TRADED FD13.2K shares0.00%2025-12-312026-01-13

IWM ISHARES TR5.2K shares8.27%2025-12-312026-01-13

DIA SPDR DOW JONES INDL AVERAGE2.6K shares-0.23%2025-12-312026-01-13

DGRW WISDOMTREE TR13.4K shares-3.34%2025-12-312026-01-13

Sponsored

MGK VANGUARD WORLD FD2.9K shares0.00%2025-12-312026-01-13

WMT WALMART INC10.0K shares-9.17%2025-12-312026-01-13

RPV INVESCO EXCHANGE TRADED FD T10.7K shares-1.75%2025-12-312026-01-13

IEMG ISHARES INC16.0K shares-4.08%2025-12-312026-01-13

VSGX VANGUARD WORLD FD14.7K shares-3.50%2025-12-312026-01-13

V VISA INC3.0K shares41.43%2025-12-312026-01-13

MCD MCDONALDS CORP3.4K shares0.60%2025-12-312026-01-13

QQQM INVESCO EXCH TRADED FD TR II4.0K shares7.29%2025-12-312026-01-13

Sponsored

XOM EXXON MOBIL CORP8.1K shares1.30%2025-12-312026-01-13

FXR FIRST TR EXCHANGE TRADED FD12.1K shares0.00%2025-12-312026-01-13

ALPHABET INC ALPHABET INC2.9K shares-4.90%2025-12-312026-01-13

DLN WISDOMTREE TR10.1K shares0.00%2025-12-312026-01-13

ARKB ARK 21SHARES BITCOIN ETF30.5K shares0.00%2025-12-312026-01-13

DE DEERE & CO1.9K shares-0.42%2025-12-312026-01-13

HD HOME DEPOT INC2.5K shares4.60%2025-12-312026-01-13

TSLA TESLA INC1.9K shares11.91%2025-12-312026-01-13

Sponsored

META META PLATFORMS INC1.3K shares91.77%2025-12-312026-01-13

GLD SPDR GOLD TR2.1K shares-1.20%2025-12-312026-01-13

THE CIGNA GROUP THE CIGNA GROUP3.1K sharesnew addition2025-12-312026-01-13

HBAN HUNTINGTON BANCSHARES INC47.7K shares-10.02%2025-12-312026-01-13

VT VANGUARD INTL EQUITY INDEX F5.8K shares14.40%2025-12-312026-01-13

SUSA ISHARES TR5.9K shares0.00%2025-12-312026-01-13

ESG FLEXSHARES TR5.2K shares0.00%2025-12-312026-01-13

FLOT ISHARES TR15.9K shares25.52%2025-12-312026-01-13

Sponsored

EATON CORP PLC EATON CORP PLC2.5K shares-0.08%2025-12-312026-01-13

FTC FIRST TR EXCHANGE-TRADED ALP4.9K shares0.00%2025-12-312026-01-13

SCHV SCHWAB STRATEGIC TR26.3K shares0.00%2025-12-312026-01-13

ACWV ISHARES INC6.4K shares-2.62%2025-12-312026-01-13

MU MICRON TECHNOLOGY INC2.7K shares-13.18%2025-12-312026-01-13

ESGG FLEXSHARES TR3.6K shares0.00%2025-12-312026-01-13

IWF ISHARES TR1.5K shares-9.93%2025-12-312026-01-13

WTFC WINTRUST FINL CORP4.9K shares-9.32%2025-12-312026-01-13

Sponsored

XMLV INVESCO EXCH TRADED FD TR II10.8K shares-7.61%2025-12-312026-01-13

WFC WELLS FARGO CO NEW7.1K shares-0.25%2025-12-312026-01-13

ESML ISHARES TR14.4K shares0.00%2025-12-312026-01-13

IXN ISHARES TR5.9K shares0.00%2025-12-312026-01-13

PEP PEPSICO INC4.3K shares3.94%2025-12-312026-01-13

SVAL ISHARES TR17.9K shares-8.79%2025-12-312026-01-13

NVDA NVIDIA CORPORATION3.3K shares-53.60%2025-12-312026-01-13

COST COSTCO WHSL CORP NEW702 shares133.22%2025-12-312026-01-13

Sponsored

IXP ISHARES TR4.8K shares0.00%2025-12-312026-01-13

BSCR INVESCO EXCH TRD SLF IDX FD29.2K shares0.07%2025-12-312026-01-13

NEE NEXTERA ENERGY INC7.0K shares0.43%2025-12-312026-01-13

GEW EA SERIES TRUST10.7K sharesnew addition2025-12-312026-01-13

SPMO INVESCO EXCH TRADED FD TR II4.5K shares0.00%2025-12-312026-01-13

IVAL EA SERIES TRUST16.6K shares0.00%2025-12-312026-01-13

BROADCOM INC BROADCOM INC1.5K shares112.59%2025-12-312026-01-13

BSCS INVESCO EXCH TRD SLF IDX FD23.8K shares86.35%2025-12-312026-01-13

Sponsored

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE18.0K sharesnew addition2025-12-312026-01-13

EFV ISHARES TR6.6K shares2.32%2025-12-312026-01-13

SFLR INNOVATOR ETFS TRUST12.7K shares-60.34%2025-12-312026-01-13

IYW ISHARES TR2.3K shares1.13%2025-12-312026-01-13

EEM ISHARES TR8.4K shares43.66%2025-12-312026-01-13

AVUS AMERICAN CENTY ETF TR4.1K sharesnew addition2025-12-312026-01-13

SCHF SCHWAB STRATEGIC TR18.3K shares0.00%2025-12-312026-01-13

CVX CHEVRON CORP NEW2.9K shares-1.74%2025-12-312026-01-13

Sponsored

GUNR FLEXSHARES TR9.4K shares0.00%2025-12-312026-01-13

VWO VANGUARD INTL EQUITY INDEX F7.8K shares0.45%2025-12-312026-01-13

XLI SELECT SECTOR SPDR TR2.7K shares-18.97%2025-12-312026-01-13

DFAX DIMENSIONAL ETF TRUST12.7K shares96.07%2025-12-312026-01-13

XLK SELECT SECTOR SPDR TR2.8K shares100.00%2025-12-312026-01-13

VUG VANGUARD INDEX FDS814 shares-17.11%2025-12-312026-01-13

DFAT DIMENSIONAL ETF TRUST6.6K shares0.00%2025-12-312026-01-13

MO ALTRIA GROUP INC6.8K shares4.00%2025-12-312026-01-13

Sponsored

ACWX ISHARES TR5.7K shares-0.07%2025-12-312026-01-13

AMGN AMGEN INC1.2K shares4.33%2025-12-312026-01-13

IWN ISHARES TR2.0K shares0.05%2025-12-312026-01-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.8K shares0.06%2025-12-312026-01-13

GDX VANECK ETF TRUST4.2K shares0.00%2025-12-312026-01-13

MDY SPDR S&P MIDCAP 400 ETF TR590 shares0.00%2025-12-312026-01-13

LMT LOCKHEED MARTIN CORP731 shares2.09%2025-12-312026-01-13

REGL PROSHARES TR4.2K shares0.00%2025-12-312026-01-13

Sponsored

ALL ALLSTATE CORP1.6K shares0.55%2025-12-312026-01-13

AOA ISHARES TR3.8K shares-8.60%2025-12-312026-01-13

XLG INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2025-12-312026-01-13

MLKN MILLERKNOLL INC18.4K shares0.32%2025-12-312026-01-13

BKNG BOOKING HOLDINGS INC62 sharesnew addition2025-12-312026-01-13

SOXX ISHARES TR1.1K shares-13.22%2025-12-312026-01-13

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-0.09%2025-12-312026-01-13

PNC PNC FINL SVCS GROUP INC1.5K shares12.38%2025-12-312026-01-13

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD15.7K shares0.17%2025-12-312026-01-13

IVLU ISHARES TR7.7K shares-25.24%2025-12-312026-01-13

PFE PFIZER INC11.7K shares-1.05%2025-12-312026-01-13

AXP AMERICAN EXPRESS CO782 sharesnew addition2025-12-312026-01-13

MMM 3M CO1.8K shares1.02%2025-12-312026-01-13

QMOM EA SERIES TRUST4.3K shares0.00%2025-12-312026-01-13

DSI ISHARES TR2.2K shares-0.14%2025-12-312026-01-13

WPM WHEATON PRECIOUS METALS CORP2.3K sharesnew addition2025-12-312026-01-13

Sponsored

XLE SELECT SECTOR SPDR TR6.1K shares73.48%2025-12-312026-01-13

LLY ELI LILLY & CO254 sharesnew addition2025-12-312026-01-13

AOK ISHARES TR6.7K shares0.00%2025-12-312026-01-13

KO COCA COLA CO3.8K sharesnew addition2025-12-312026-01-13

DFUV DIMENSIONAL ETF TRUST5.7K shares0.00%2025-12-312026-01-13

RTX RTX CORPORATION1.4K sharesnew addition2025-12-312026-01-13

SIL GLOBAL X FDS3.1K shares0.00%2025-12-312026-01-13

CSCO CISCO SYS INC3.4K sharesnew addition2025-12-312026-01-13

Sponsored

VXUS VANGUARD STAR FDS3.3K shares0.00%2025-12-312026-01-13

NUE NUCOR CORP1.5K shares0.26%2025-12-312026-01-13

SCHD SCHWAB STRATEGIC TR9.0K shares0.00%2025-12-312026-01-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.9K shares2.59%2025-12-312026-01-13

AVDE AMERICAN CENTY ETF TR3.0K sharesnew addition2025-12-312026-01-13

BBUS J P MORGAN EXCHANGE TRADED F1.9K shares0.00%2025-12-312026-01-13

SLF SUN LIFE FINANCIAL INC.3.8K shares0.00%2025-12-312026-01-13

RFV INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2025-12-312026-01-13

Sponsored

GM GENERAL MTRS CO2.8K sharesnew addition2025-12-312026-01-13

PLTR PALANTIR TECHNOLOGIES INC1.3K shares12.68%2025-12-312026-01-13

JHML JOHN HANCOCK EXCHANGE TRADED2.8K shares0.00%2025-12-312026-01-13

PYPL PAYPAL HLDGS INC3.7K sharesnew addition2025-12-312026-01-13

BLES NORTHERN LTS FD TR IV5.0K shares-1.53%2025-12-312026-01-13

VB VANGUARD INDEX FDS824 shares0.00%2025-12-312026-01-13

VTI VANGUARD INDEX FDS627 shares0.16%2025-12-312026-01-13

IYF ISHARES TR1.6K shares0.00%2025-12-312026-01-13

Sponsored

PHG KONINKLIJKE PHILIPS N V7.6K shares0.00%2025-12-312026-01-13

BUFR FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2025-12-312026-01-13

UFPI UFP INDUSTRIES INC2.2K shares0.00%2025-12-312026-01-13

BIBL NORTHERN LTS FD TR IV4.5K shares-1.44%2025-12-312026-01-13

HON HONEYWELL INTL INC1.0K sharesnew addition2025-12-312026-01-13

MGC VANGUARD WORLD FD807 sharesnew addition2025-12-312026-01-13

SDOG ALPS ETF TR3.3K sharesnew addition2025-12-312026-01-13

TGT TARGET CORP2.0K sharesnew addition2025-12-312026-01-13

Sponsored

SPGI S&P GLOBAL INC383 sharesnew addition2025-12-312026-01-13

FPI FARMLAND PARTNERS INC12.1K shares0.00%2025-12-312026-01-13

WNC WABASH NATL CORP12.2K shares0.00%2025-12-312026-01-13

RANI RANI THERAPEUTICS HLDGS INC52.0K shares0.00%2025-12-312026-01-13

BNCWW CEA INDUSTRIES INC20.0K shares14.94%2025-12-312026-01-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available