WD

Well Done, LLC

13F
Well Done, LLC
Last update 2024-10-17 179 Stocks (10 new)
Value $547.00 Mil Turnover 8 %
Countries:
Top Holdings: BRK.A(14.27%)IVV(12.04%)VOXX(7.51%)USMV(4.18%)BRK.B(3.59%)
Summary Stock Picks Current Portfolio
Well Done, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.A 		Berkshire Hathaway Inc
113
78,103.3
-1.74%
14.270
-0.25%
0.010
+1.70%
+26.58%
988,390.8
Insurance
IVV 		iShares Core S&P 500 ETF
114,270
65,913.0
-0.03%
12.040
0%
0.010
+8.46%
+28.44%
581,812.4
 
VOXX 		VOXX International Corp
6,463,808
41,109.8
+95.20%
7.510
+3.66%
28.720
+31.62%
-28.28%
172.4
Hardware
USMV 		iShares MSCI USA Min Vol Factor ETF
250,574
22,879.9
+16.38%
4.180
+0.59%
0.090
+1.74%
+19.30%
23,563.9
 
BRK.B 		Berkshire Hathaway Inc
42,641
19,626.0
+6.52%
3.590
+0.22%
0.000
+1.72%
+28.59%
988,390.8
Insurance
QUAL 		iShares MSCI USA Quality Factor ETF
103,968
18,641.4
-1.02%
3.410
-0.04%
0.040
+5.25%
+26.48%
51,200.2
 
DGRO 		iShares Core Dividend Growth ETF
261,000
16,362.1
+22.11%
2.990
+0.54%
0.050
+3.60%
+19.34%
30,512.2
 
MTUM 		iShares MSCI USA Momentum Factor ETF
58,483
11,858.0
-0.51%
2.170
-0.01%
0.120
+8.76%
+35.54%
13,639.0
 
GNTX 		Gentex Corp
398,372
11,827.6
-0.82%
2.160
-0.02%
0.170
+6.59%
-4.96%
6,954.9
Vehicles & Parts
DFSV 		Dimensional US Small Cap Value ETF
382,053
11,767.2
+0.82%
2.150
+0.02%
0.300
+12.04%
+12.19%
4,350.0
 

Well Done, LLC's Historical Top Holdings Breakdowns

Well Done, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QUAL 		iShares MSCI USA Quality Factor ETF2024-03-31Reduce
-4.80%
●
144.62 ($156.23) 165.44
$184.74
18.25%
Reduce -59.23%
114,690
-166,647
VOXX 		VOXX International Corp2024-09-30Add
+3.66%
●
2.32 ($3.86) 6.51
$7.66
98.45%
Add 95.2%
6,463,808
3,152,500
VOXX 		VOXX International Corp2023-12-31Add
+3.28%
●
7.28 ($9.91) 11.45
$7.66
-22.70%
Add 902.58%
1,742,558
1,568,750
VOXX 		VOXX International Corp2024-03-31Add
+2.52%
●
7.55 ($8.6) 10.85
$7.66
-10.93%
Add 90.03%
3,311,354
1,568,796
VLUE 		iShares MSCI USA Value Factor ETF2024-03-31Reduce
-2.04%
●
98.17 ($102.33) 108.31
$110.11
7.60%
Reduce -63.21%
59,764
-102,690
MTUM 		iShares MSCI USA Momentum Factor ETF2024-03-31Reduce
-2.04%
●
152.32 ($174.54) 189.2
$211.79
21.34%
Reduce -52.56%
60,021
-66,495
DFSV 		Dimensional US Small Cap Value ETF2024-03-31Add
+2.03%
●
27.45 ($28.52) 30.1
$32.67
14.55%
Add 1767.52%
362,635
343,217
ACWV 		iShares MSCI Global Min Vol Factor ETF2024-03-31Reduce
-1.55%
●
100.31 ($102.63) 105.34
$113.55
10.64%
Reduce -85.89%
12,992
-79,112
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+1.45%
●
469.56 ($500.36) 525.73
$607.35
21.38%
Add 14.19%
112,990
14,037
SVAL 		iShares US Small Cap Value Factor ETF2024-03-31Reduce
-1.36%
●
28.5 ($29.52) 30.75
$34.81
17.92%
Reduce -87.28%
32,852
-225,501

Well Done, LLC Total Holding History ($B)

To

Well Done, LLC's Asset Allocation

To

Well Done, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Well Done, LLC's Hypothetical Growth since 2024-09-30

Well Done, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Well Done, LLC's Holdings Heat Map

Size field:

Well Done, LLC's Holdings Bubble Chart

Well Done, LLC News

  • 1

Discussions on Well Done, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.