Well Done, LLC Purchases in Q4 2025

Well Done, LLC

  • $619 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
256K
+ 275.42%
$63.25 - $66.24 $16.2M - $17M
350K $22.4M
VTV
Vanguard Value ETF

ETFs
62.4K
+ 218.69%
$182.87 - $189.72 $11.4M - $11.8M
91K $17M
DFAI
Dimensional ETF Tr

ETFs
175K
+ 119.89%
$35.82 - $37.52 $6.25M - $6.55M
320K $11.9M
AVLV
American Centy ETF Tr Avantis
34.3K
New
$70.14 - $73.74 $2.4M - $2.53M
34.3K $2.49M
AAPL
Apple Inc.

Technology
5.28K
+ 24.07%
$245.27 - $275.25 $1.3M - $1.45M
27.2K $7.28M
IAU
Ishares Gold Trust

ETFs
7.73K
+ 4.89%
$72.65 - $82.5 $561K - $637K
166K $12.8M
AMZN
Amazon Com Inc

Consumer Cyclical
4.24K
+ 27.58%
$213.04 - $254.0 $902K - $1.08M
19.6K $4.6M
IVV
Ishares Core S&P 500 ETF

ETFs
641
+ 0.55%
$656.2 - $690.71 $421K - $443K
118K $79.8M
IAK
Ishares Tr

ETFs
7.18K
+ 15.86%
$125.37 - $135.96 $900K - $976K
52.5K $7.01M
CI
Cigna Corp

Healthcare
3.07K
New
$244.41 - $311.0 $750K - $954K
3.07K $832K
GOOGL
Alphabet Inc.

Communication Services
2.19K
+ 93.28%
$236.57 - $291.31 $519K - $639K
4.55K $1.26M
ITA
Ishares Tr

ETFs
3.85K
+ 10.94%
$205.04 - $218.9 $789K - $842K
39K $8.03M
IAI
Ishares Tr Us Broker Dealers &

ETFs
4.76K
+ 11.31%
$170.22 - $179.29 $811K - $854K
46.9K $8.12M
IYC
Ishares U.S. Consumer Discreti

ETFs
8.89K
+ 14.3%
$100.77 - $104.82 $896K - $932K
71.1K $7.17M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.55K
+ 11.87%
$82.69 - $83.12 $541K - $544K
61.7K $5.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.72K
+ 32.17%
$280.66 - $305.09 $482K - $524K
7.05K $1.99M
IGV
Ishares Expanded Tech Software

ETFs
8.49K
+ 14.6%
$106.84 - $117.08 $907K - $993K
66.6K $7.15M
AVUS
American Centy ETF Tr Avantis

ETFs
4.09K
New
$105.96 - $111.17 $434K - $455K
4.09K $446K
XLK
Technology Sector Spdr

ETFs
1.41K
+ 100.0%
$278.39 - $304.13 $392K - $429K
2.82K $812K
COST
Costco Wholesale Corp

Consumer Defensive
401
+ 133.22%
$910.94 - $954.99 $365K - $383K
702 $640K
SLV
I Shares Silver Trust

ETFs
2.54K
+ 4.81%
$42.4 - $49.17 $108K - $125K
55.4K $2.55M
BKNG
Booking Holdings Inc.

Consumer Cyclical
62
New
$4804.01 - $5424.55 $298K - $336K
62 $297K
META
Meta Platforms, Inc.

Communication Services
613
+ 91.77%
$609.01 - $751.67 $373K - $461K
1.28K $780K
AVGO
Broadcom Inc.

Technology
787
+ 112.59%
$324.63 - $385.98 $255K - $304K
1.49K $509K
KO
Coca Cola CO

Consumer Defensive
3.85K
New
$66.1 - $71.61 $254K - $275K
3.85K $271K
AXP
American Express CO

Financial Services
782
New
$316.26 - $372.77 $247K - $292K
782 $266K
CSCO
Cisco Systems, Inc.

Technology
3.35K
New
$67.46 - $78.0 $226K - $262K
3.35K $260K
LLY
Eli Lilly & CO

Healthcare
254
New
$799.57 - $1025.28 $203K - $260K
254 $259K
ACWI
Ishares Msci Acwi ETF

ETFs
1.44K
+ 4.73%
$135.71 - $142.56 $196K - $206K
32K $4.48M
RTX
Raytheon Technologies Corp

Industrials
1.44K
New
$157.0 - $179.44 $225K - $258K
1.44K $252K
V
Visa Inc.

Financial Services
873
+ 41.43%
$325.75 - $352.42 $284K - $308K
2.98K $970K
XLE
Energy Sector Spdr

ETFs
2.6K
+ 73.48%
$85.22 - $92.02 $221K - $239K
6.14K $564K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.35K
New
$94.37 - $113.5 $222K - $266K
2.35K $244K
AVDE
American Centy ETF Tr Avantis

ETFs
2.98K
New
$77.65 - $81.2 $232K - $242K
2.98K $239K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.73K
New
$61.89 - $76.13 $231K - $284K
3.73K $230K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11K
+ 86.35%
$20.53 - $20.66 $226K - $228K
23.8K $489K
HON
Honeywell International Inc

Industrials
1.04K
New
$194.07 - $220.67 $202K - $230K
1.04K $204K
DFAX
Dimensional ETF Tr
6.2K
+ 96.07%
$30.71 - $32.34 $190K - $201K
12.7K $405K
GM
General Motors CO

Consumer Cyclical
2.84K
New
$55.35 - $71.89 $157K - $204K
2.84K $200K
MGC
Vanguard Mega Cap ETF

ETFs
807
New
$239.57 - $253.74 $193K - $205K
807 $199K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
3.32K
New
$58.18 - $60.69 $193K - $201K
3.32K $197K
SPGI
S&P Global Inc.

Financial Services
383
New
$472.05 - $502.96 $181K - $193K
383 $187K
TGT
Target Corp

Consumer Defensive
2.05K
New
$85.53 - $97.77 $175K - $200K
2.05K $184K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.23K
+ 25.52%
$50.83 - $51.07 $164K - $165K
15.9K $809K
EEM
Ishares Msci Emerging Markets

ETFs
2.55K
+ 43.66%
$51.94 - $56.01 $133K - $143K
8.4K $461K
VT
Vanguard Total World Stk Index

ETFs
736
+ 14.4%
$135.16 - $141.78 $99.5K - $104K
5.85K $814K
MSFT
Microsoft Corp

Technology
371
+ 3.83%
$496.82 - $542.07 $184K - $201K
10.1K $5.1M
AMGN
Amgen Inc

Healthcare
48
+ 4.33%
$290.13 - $341.71 $13.9K - $16.4K
1.16K $395K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
275
+ 7.29%
$242.67 - $261.79 $66.7K - $72K
4.05K $1.01M
Activity Summary
Buys All Purchases 92 New Holdings 22 Increased Positions 70 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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