Well Done, LLC Incresed Positions 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
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
IYJ
Ishares Tr

ETFs
6.13K
+ 14.04%
$142.48 - $148.68 $874K - $912K
49.8K $7.12M
GOOGL
Alphabet Inc.

Communication Services
2.19K
+ 93.28%
$236.57 - $291.31 $519K - $639K
4.55K $1.26M
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
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
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
ACWI
Ishares Msci Acwi ETF

ETFs
1.44K
+ 4.73%
$135.71 - $142.56 $196K - $206K
32K $4.48M
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
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11K
+ 86.35%
$20.53 - $20.66 $226K - $228K
23.8K $489K
DFAX
Dimensional ETF Tr
6.2K
+ 96.07%
$30.71 - $32.34 $190K - $201K
12.7K $405K
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
IWM
Ishares Russell 2000 ETF

ETFs
401
+ 8.27%
$236.79 - $250.33 $95K - $100K
5.25K $1.25M
NEE
Nextera Energy Inc

Utilities
30
+ 0.43%
$78.18 - $86.03 $2.35K - $2.58K
6.96K $596K
ITOT
Ishares Core S&P Total U.S. St

ETFs
103
+ 0.17%
$142.79 - $150.05 $14.7K - $15.5K
60.8K $8.9M
PEP
Pepsico Inc

Consumer Defensive
163
+ 3.94%
$138.84 - $153.71 $22.6K - $25.1K
4.3K $635K
IQLT
Ishares Msci Intl Quality Fact

ETFs
503
+ 1.02%
$43.84 - $45.35 $22.1K - $22.8K
49.7K $2.23M
XOM
Exxon Mobil Corp

Energy
104
+ 1.3%
$110.64 - $119.78 $11.5K - $12.5K
8.08K $950K
IWR
Ishares Russell Mid Cap ETF

ETFs
623
+ 3.96%
$94.02 - $97.61 $58.6K - $60.8K
16.3K $1.55M
EFV
Msci Eafe Value ETF

ETFs
150
+ 2.32%
$66.73 - $70.99 $10K - $10.6K
6.61K $464K
TSLA
Tesla, Inc.

Consumer Cyclical
201
+ 11.91%
$401.99 - $468.37 $80.8K - $94.1K
1.89K $772K
MMM
3 M CO

Industrials
18
+ 1.02%
$148.75 - $171.6 $2.68K - $3.09K
1.79K $295K
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 0.47%
$589.5 - $635.77 $9.43K - $10.2K
3.44K $2.08M
DNL
Wiswisdomtree Tr

ETFs
120
+ 0.27%
$39.73 - $41.86 $4.77K - $5.02K
45K $1.84M
NUE
Nucor Corp

Basic Materials
4
+ 0.26%
$131.78 - $154.43 $527 - $618
1.52K $224K
PLTR
Palantir Technologies Inc.

Technology
142
+ 12.68%
$172.14 - $207.18 $24.4K - $29.4K
1.26K $219K
MRVL
Marvell Technology, Inc.

Technology
73
+ 2.59%
$81.05 - $93.74 $5.92K - $6.84K
2.89K $250K
IYW
Ishares Dj Us Tech ETF

ETFs
26
+ 1.13%
$192.8 - $211.27 $5.01K - $5.49K
2.32K $462K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.6%
$293.81 - $310.11 $5.88K - $6.2K
3.38K $1.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35
+ 0.45%
$52.54 - $55.77 $1.84K - $1.95K
7.78K $426K
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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