Well Done, LLC Reduced Holdings in Q4 2025

Well Done, LLC

  • $619 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GNTX
Gentex Corp

Consumer Cyclical
-2.93K
- 0.72%
$22.89 - $27.94 $67.1K - $81.9K
406K $9.28M
NVDA
Nvidia Corp

Technology
-3.8K
- 53.6%
$179.83 - $207.04 $684K - $787K
3.29K $613K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-543
- 1.02%
$245.79 - $258.02 $133K - $140K
52.8K $13M
DGRO
Ishares Core Dividend Growth E

ETFs
-10.1K
- 4.28%
$66.93 - $69.17 $673K - $696K
225K $15.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-10.8K
- 2.46%
$30.55 - $32.35 $331K - $350K
429K $13.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.17K
- 1.28%
$92.34 - $95.43 $293K - $303K
244K $23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.6K
- 1.74%
$191.01 - $199.18 $305K - $318K
89.9K $17.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-320
- 2.74%
$653.02 - $687.39 $209K - $220K
11.3K $7.55M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.83K
- 2.91%
$66.04 - $69.67 $121K - $128K
61.1K $4.11M
JPM
Jpmorgan Chase & CO

Financial Services
-43
- 0.38%
$294.11 - $320.41 $12.6K - $13.8K
11.3K $3.39M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.17K
- 3.89%
$83.65 - $86.6 $265K - $275K
78.2K $6.75M
PG
Procter & Gamble CO

Consumer Defensive
-70
- 0.51%
$145.5 - $153.18 $10.2K - $10.7K
13.6K $1.99M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.04K
- 3.1%
$116.0 - $122.39 $120K - $127K
32.3K $3.84M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-2.59K
- 1.98%
$45.02 - $47.53 $116K - $123K
128K $5.99M
WMT
Walmart Inc.

Consumer Defensive
-1.01K
- 9.17%
$101.18 - $109.03 $102K - $110K
9.99K $1.03M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-7.64K
- 4.15%
$33.61 - $35.02 $257K - $267K
177K $6.09M
XLI
Industrial Sector Spdr

ETFs
-628
- 18.97%
$149.9 - $155.79 $94.1K - $97.8K
2.68K $407K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.43K
- 1.55%
$72.21 - $75.0 $103K - $107K
90.7K $6.67M
IWV
Ishares Russell 3000 ETF

ETFs
-246
- 5.87%
$371.33 - $389.89 $91.3K - $95.9K
3.95K $1.5M
WTFC
Wintrust Financial Corp

Financial Services
-500
- 9.32%
$120.24 - $132.64 $60.1K - $66.3K
4.87K $624K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.61K
- 25.24%
$34.7 - $37.35 $90.6K - $97.5K
7.73K $285K
VUG
Vanguard Growth ETF

ETFs
-168
- 17.11%
$470.44 - $504.26 $79K - $84.7K
814 $393K
VIG
Vanguard Dividend Appreciation

ETFs
-427
- 6.21%
N/A
6.45K $1.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-160
- 9.93%
$459.47 - $491.71 $73.5K - $78.7K
1.45K $683K
SVAL
Ishares Tr Us Small Cap Value

ETFs
-1.72K
- 8.79%
$32.09 - $33.94 $55.3K - $58.5K
17.9K $591K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-886
- 7.61%
$61.61 - $63.45 $54.6K - $56.2K
10.8K $675K
ETN
Eaton Corp PLC

Industrials
-2
- 0.08%
$352.39 - $387.75 $705 - $776
2.51K $885K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-464
- 3.34%
$87.0 - $90.6 $40.4K - $42K
13.4K $1.19M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-209
- 1.57%
$111.49 - $115.34 $23.3K - $24.1K
13.1K $1.48M
EEMV
Ishares Msci Emerging Markets

ETFs
-2.4K
- 2.91%
$62.97 - $65.76 $151K - $158K
80K $5.22M
IEMG
Ishares Inc

ETFs
-682
- 4.08%
N/A
16K $859K
VOE
Vanguard Mid Cap Value Index F

ETFs
-155
- 1.57%
$169.53 - $176.53 $26.3K - $27.4K
9.71K $1.69M
AOA
Ishares Tr Core Aggressive All

ETFs
-360
- 8.6%
$86.51 - $90.12 $31.1K - $32.4K
3.83K $339K
SOXX
Ishares Semiconductor ETF

ETFs
-165
- 13.22%
$271.99 - $309.6 $44.9K - $51.1K
1.08K $312K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-534
- 3.5%
$68.22 - $71.43 $36.4K - $38.1K
14.7K $1.04M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-172
- 2.62%
$117.88 - $120.77 $20.3K - $20.8K
6.4K $770K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-190
- 1.75%
$95.88 - $101.05 $18.2K - $19.2K
10.7K $1.07M
CVX
Chevron Corp

Energy
-51
- 1.74%
$148.9 - $157.72 $7.59K - $8.04K
2.88K $445K
PFE
Pfizer Inc

Healthcare
-124
- 1.05%
$24.23 - $27.37 $3K - $3.39K
11.7K $293K
WFC
Wells Fargo & Company

Financial Services
-18
- 0.25%
$77.62 - $87.3 $1.4K - $1.57K
7.12K $593K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-78
- 1.53%
$41.66 - $43.37 $3.25K - $3.38K
5.02K $213K
BIBL
Northern Lts Fd Tr Iv

ETFs
-66
- 1.44%
$43.57 - $45.74 $2.88K - $3.02K
4.51K $200K
Harris Oakmark ETF Trust
-13.3K
- 18.79%
N/A
57.6K $0
SFLR
Innovator Etfs Tr Equity Manag
-19.3K
- 60.34%
N/A
12.7K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3
- 0.14%
$123.63 - $130.75 $371 - $392
2.17K $275K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4
- 0.07%
$63.98 - $67.45 $256 - $270
5.71K $380K
IEFA
Ishares Tr

ETFs
-125
- 0.75%
$86.09 - $89.88 $10.8K - $11.2K
16.5K $1.46M
IBM
International Business Machines Corp

Technology
-1
- 0.09%
$275.97 - $314.98 $276 - $315
1.08K $322K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6
- 0.23%
$454.87 - $482.76 $2.73K - $2.9K
2.57K $1.21M
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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