Investment company Well Done, LLC buys iShares Core S&P 500, iShares Core MSCI Emerging Markets, iShares Edge MSCI Min Vol Global, iShares Edge MSCI Min Vol USA, iShares Edge MSCI Min Vol Emerging Markets, iShares Core Dividend Growth, Invesco S&P SmallCap Low Volatility, SPDR S&P 500, Invesco BulletShares 2020 Corporate Bond, SPDR Select Sector Fund - Technology, iShares U.S. Broker-Dealers & Securities Exchanges, iShares U.S. Health Care Providers, WisdomTree International MidCap Dividend Fund, Invesco S&P 500 Low Volatility, iShares PHLX SOX Semiconductor Sector Index Fund, iShares International Select Dividend, FlexShares Global Upstream Natural Resources Index, Starbucks Corp, PayPal Holdings Inc, Vanguard Value, sells iShares Edge MSCI USA Momentum Factor, iShares Edge MSCI USA Value Factor, Vanguard Mid-Cap Value, Invesco S&P MidCap Low Volatility, iShares Russell 2000 Value, iShares MSCI EAFE, iShares MSCI ACWI ex US Index Fund, iShares MSCI ACWI Index Fund, iShares Core S&P Total U.S. Stock Market, iShares Russell Midcap Growth, Vanguard Total Bond Market ETF, Herman Miller Inc, SPDR S&P Oil & Gas Explor & Product, Vanguard FTSE All World Ex US, iShares Core MSCI EAFE, iShares MSCI EAFE Small-Cap ETF, iShares Silver Trust, Coca-Cola Co, First Trust Health Care AlphaDEX, iShares International Treasury Bond ETF, Mercantile Bank Corp, Vanguard Total Stock Market, Booking Holdings Inc, iShares Russell 2000 Growth, PNC Financial Services Group Inc, Cisco Systems Inc, Eaton Corp PLC, Edwards Lifesciences Corp, First Trust Financials AlphaDEX, Intel Corp, McDonald's Corp, Occidental Petroleum Corp, Pfizer Inc, Phillips 66, WEC Energy Group Inc, WisdomTree Emerging Markets High Dividend Fund, ConocoPhillips, Costco Wholesale Corp, Emerson Electric Co, Enterprise Products Partners LP, Horizon Bancorp (IN), iShares Core Aggressive Allocation, iShares S&P SmallCap 600 Value, Magellan Midstream Partners LP, Nike Inc, PepsiCo Inc, US Bancorp, VanEck Vectors Gold Miners, Vanguard Growth, Vanguard Total International Stock ETF, WisdomTree Global High Dividend Fund, Zoetis Inc, Adobe Inc, Capital One Financial Corp, CMS Energy Corp, Danaher Corp, Deere, Dollar General Corp, UBS AG ETN, Fastenal Co, First Trust Industrials AlphaDEX, First Trust Materials AlphaDEX Fund, Invesco Municipal Opportunity Trust, IQ Global Agribusiness Small Cap, iShares MSCI Emerging Index Fund, iShares MSCI KLD 400 Social, iShares Russell 1000, Johnson Controls International PLC, Mastercard Inc, MPLX LP, Nuveen Quality Municipal Income Fund, O'Reilly Automotive Inc, Oracle Corp, Polaris Industries Inc, Qualcomm Inc, Ross Stores Inc, Salesforce.com Inc, Charles Schwab Corp, Tractor Supply Co, Union Pacific Corp, UnitedHealth Group Inc, Vanguard Small-Cap Value, WisdomTree U.S. Quality Dividend Growth Fund, iShares Russell 2000, Aflac Inc, Align Technology Inc, Altria Group Inc, Amgen Inc, Ashland Global Holdings Inc, Boeing Co, BP PLC, C.H. Robinson Worldwide Inc, Caterpillar Inc, Celgene Corp, Citigroup Inc, Cognizant Technology Solutions Corp, Comcast Corp, First Trust DJ Internet Index Fund, First Trust NASDAQ-100 Ex-Technology Sector Index , First Trust NASDAQ-100- Technology Index Fund, First Trust US Equity Opportunities, First Trust Technology AlphaDEX, First Trust Water, FlexShares Quality Dividend Index Fund, Gartner Inc, HNI Corp, Invesco QQQ Trust Series 1, Invesco S&P 500 Top 50, iShares Core Growth Allocation, iShares Morningstar Large-Cap Value, Kinder Morgan Inc, Las Vegas Sands Corp, NVIDIA Corp, Old Dominion Freight Lines Inc, Old National Bancorp, Regeneron Pharmaceuticals Inc, Schwab U.S. REIT, Southern Co, Sun Life Financial Inc, Ulta Beauty Inc, United Technologies Corp, Universal Forest Products Inc, Vanguard High Dividend Yield, Vanguard Mid-Cap, Vanguard Small-Cap, Walgreens Boots Alliance Inc, WisdomTree International Dividend Top 100 Fund, WisdomTree U.S. SmallCap Dividend Fund, General Electric Co, Abiomed Inc, Activision Blizzard Inc, Alarm.com Holdings Inc, Alexion Pharmaceuticals Inc, Alliant Energy Corp, Altus Midstream Co, American Electric Power Co Inc, American Express Co, American Tower Corp, AmerisourceBergen Corp, AMN Healthcare Services Inc, Anadarko Petroleum Corp, ASML Holding NV, Baxter International Inc, Bristol-Myers Squibb Company, Brookfield Infrastructure Partners LP, Burlington Stores Inc, CDK Global Inc, CenterPoint Energy Inc, Cheniere Energy Inc, Chubb, Cigna Corp, CNX Midstream Partners LP, Cohen & Steers Select Preferred and Income Fund In, Comerica Inc, CSX Corp, CVS Health Corp, Dentsply Sirona Inc, Diageo PLC, The Walt Disney Co, Dorman Products Inc, DTE Energy Co, Duke Energy Corp, Enbridge Inc, Energy Transfer LP, Eni SpA, Euronet Worldwide Inc, FedEx Corp, SPDR Select Sector Fund - Financial, FirstEnergy Corp, Ford Motor Co, Forward Air Corp, Fox Factory Holding Corp, Gilead Sciences Inc, Gladstone Investment Corp, GlaxoSmithKline PLC, Global X Silver Miners, Globant SA, Goldman Sachs Group Inc, W R Grace, W.W. Grainger Inc, Grand Canyon Education Inc, GrubHub Inc, Healthcare Services Group Inc, The Hershey Co, HP Inc, Idacorp Inc, Illinois Tool Works Inc, Illumina Inc, Invesco Water Resources ETF, iShares Cohen & Steers REIT, iShares Core MSCI Total International Stock ETF, iShares Global Energy, iShares S&P 500 Value, iShares S&P Mid-Cap 400 Growth, iShares S&P Small-Cap 600 Growth ETF, Kellogg Co, Keysight Technologies Inc, The Kroger Co, L3 Technologies Inc, LHC Group Inc, Lockheed Martin Corp, Lowe's Inc, Marathon Petroleum Corp, Marcus & Millichap Inc, MarketAxess Holdings Inc, Marsh & McLennan Inc, Masimo Corp, Maxim Integrated Products Inc, Medidata Solutions Inc, Microchip Technology Inc, Monster Beverage Corp, Navigant Consulting Inc, Nexstar Media Group Inc, NextEra Energy Partners LP, Noble Midstream Partners LP, Nuveen AMT-Free Municipal Income Fund, Omnicell Inc, Omnicom Group Inc, ONEOK Inc, Orange SA, Pan American Silver Corp, Paychex Inc, Paycom Software Inc, Pembina Pipeline Corp, Philip Morris International Inc, Phillips 66 Partners LP, T. Rowe Price Group Inc, Progressive Corp, PTC Inc, Republic Services Inc, Roper Technologies Inc, Sanofi SA, Selective Insurance Group Inc, ServiceNow Inc, Sherwin-Williams Co, JM Smucker Co, State Street Corporation, Synchrony Financial, Tapestry Inc, Targa Resources Corp, Thermo Fisher Scientific Inc, Tootsie Roll Industries Inc, United Bankshares Inc, VF Corp, Valvoline Inc, VanEck Vectors Junior Gold Miners, Vanguard Energy, Vanguard Mid-Cap Growth, Walmart Inc, Williams Inc, WPP PLC, Xcel Energy Inc, XPO Logistics Inc, Yum Brands Inc, Adient PLC, Aegon NV, AerCap Holdings NV, Agilent Technologies Inc, AGNC Investment Corp, Agree Realty Corp, Air Products & Chemicals Inc, Alaska Air Group Inc, Albany International Corp, Allison Transmission Holdings Inc, Alpha Architect International Quantitative Value, Alpha Architect U.S. Quantitative Value, Ambarella Inc, Amdocs, America Movil SAB de CV, American International Group Inc, American Woodmark Corp, Ameriprise Financial Inc, Ameris Bancorp, Amphenol Corp, AngioDynamics Inc, Anheuser-Busch InBev SA/NV, Anixter International Inc, Antero Midstream Corp, Anthem Inc, Aon PLC, Applied Industrial Technologies Inc, Applied Materials Inc, Aptiv PLC, Arconic Inc, Argo Group International Holdings, AstraZeneca PLC, Avery Dennison Corp, Balchem Corp, Ball Corp, Banco Bilbao Vizcaya Argentaria SA, Barclays PLC, Barnes Group Inc, BB&T Corp, Becton, Dickinson and Co, Benchmark Electronics Inc, BHP Group, BHP Group PLC, Bio-Rad Laboratories Inc, Biogen Inc, BlackBerry, BlackRock Inc, Boise Cascade Co, Boston Scientific Corp, British American Tobacco PLC, Broadcom Inc, Broadridge Financial Solutions Inc, BT Group PLC, CACI International Inc, Cal-Maine Foods Inc, CalAmp Corp, Callon Petroleum Co, Cambrex Corp, Canadian Natural Resources, Carnival PLC, Carolina Financial Corp, Carpenter Technology Corp, Carrizo Oil & Gas Inc, Cemex SAB de CV, Centene Corp, CenturyLink Inc, Charter Communications Inc, Check Point Software Technologies, Cheniere Energy Partners LP, China Mobile, Church & Dwight Co Inc, Cimpress NV, CIT Group Inc, Citizens Financial Group Inc, Clorox Co, CME Group Inc, Columbia Banking System Inc, Compass Diversified Holdings, Conagra Brands Inc, Consolidated Edison Inc, SPDR Select Sector Fund - Consumer Staples, Corning Inc, CoStar Group Inc, Credit Suisse Group AG, CRH PLC, Crown Castle International Corp, CTS Corp, Cummins Inc, Dave & Buster's Entertainment Inc, Digital Realty Trust Inc, Discover Financial Services, Duluth Holdings Inc, Dunkin' Brands Group Inc, Easterly Government Properties Inc, Eastman Chemical Co, Eaton Vance Tax-Managed Buy-Write Opp, Ecolab Inc, Edison International, El Pollo Loco Holdings Inc, Elbit Systems, Electronic Arts Inc, Ellie Mae Inc, Embraer SA, EMCOR Group Inc, Emergent BioSolutions Inc, Enable Midstream Partners LP, Encompass Health Corp, Enel Chile SA, EnLink Midstream LLC, EnLink Midstream Partners LP, EOG Resources Inc, EPAM Systems Inc, EQM Midstream Partners LP, Equinor ASA, Telefonaktiebolaget L M Ericsson, Evercore Inc, Exelon Corp, ExlService Holdings Inc, Expedia Group Inc, Ferrari NV, Fiat Chrysler Automobiles NV, Fidelity National Information Services Inc, First Horizon National Corp, First Republic Bank, First Trust Morningstar, Fiserv Inc, Five Below Inc, Floor & Decor Holdings Inc, Foot Locker Inc, Fortinet Inc, Franklin Electric Co Inc, FTE Networks Inc, Garrett Motion Inc, Gemphire Therapeutics Inc, General Dynamics Corp, General Mills Inc, General Motors Co, Global Medical REIT Inc, Global X SuperDividend, Globus Medical Inc, Granite Construction Inc, Great Western Bancorp Inc, Halliburton Co, Hanesbrands Inc, Harley-Davidson Inc, The Hartford Financial Services Group Inc, SPDR Select Sector Fund - Health Care, Healthcare Trust of America Inc, Honda Motor Co, HSBC Holdings PLC, Humana Inc, Huntsman Corp, Independent Bank Corp (Ionia MI), Inogen Inc, Integra Lifesciences Holdings Corp, Intercontinental Exchange Inc, International Paper Co, Intuit Inc, Invesco FTSE RAFI Emerging Markets, IQVIA Holdings Inc, Iron Mountain Inc, iShares International Aggregate Bond Fund, iShares Core U.S. REIT, iShares Global 100, iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares Morningstar Small-Cap Value ETFnd, Ishares MSCI World Index Fund, iShares Select Dividend ETF, Jabil Inc, Kforce Inc, Kimco Realty Corp, KKR Real Estate Finance Trust Inc, KLA-Tencor Corp, The Kraft Heinz Co, The Estee Lauder Inc, Lear Corp, LeMaitre Vascular Inc, LendingTree Inc, Eli Lilly and Co, Littelfuse Inc, Lloyds Banking Group PLC, Louisiana-Pacific Corp, LPL Financial Holdings Inc, LTC Properties Inc, LyondellBasell Industries NV, M&T Bank Corp, Macy's Inc, Magna International Inc, Manitowoc Co Inc, Marathon Oil Corp, Martin Marietta Materials Inc, Matador Resources Co, Medtronic PLC, Mellanox Technologies, Methode Electronics Inc, Midatech Pharma PLC, Mitsubishi UFJ Financial Group Inc, Mizuho Financial Group Inc, Mobile TeleSystems PJSC, Mohawk Industries Inc, Molson Coors Brewing Co, Mondelez International Inc, Morgan Stanley, MSCI Inc, MSG Networks Inc, MTS Systems Corp, Multi-Color Corp, Mylan NV, National Grid PLC, National Instruments Corp, Neogen Corp, NetApp Inc, Netflix Inc, Neurocrine Biosciences Inc, New Age Beverages Corp, NICE, Nokia Oyj, Nomura Holdings Inc, Northern Trust Corp, Northrop Grumman Corp, Novartis AG, Nu Skin Enterprises Inc, NuStar Energy LP, NXP Semiconductors NV, Ollie's Bargain Outlet Holdings Inc, ON Semiconductor Corp, ORIX Corp, Oshkosh Corp, PC Connection Inc, Pearson PLC, PennantPark Floating Rate Capital, People's United Financial Inc, Perrigo Co PLC, Petroleo Brasileiro SA Petrobras, Piedmont Office Realty Trust Inc, Pimco 15 Year U.S. TIPS Index Exchange-Traded Fund, POSCO, Prestige Consumer Healthcare Inc, Prologis Inc, Prospect Capital Corp, Prudential Financial Inc, Prudential PLC, Public Storage, Qiagen NV, Quest Diagnostics Inc, Raytheon Co, Realty Income Corp, Reinsurance Group of America Inc, RELX PLC, Rio Tinto PLC, Royal Bank of Canada, The Royal Bank of Scotland Group PLC, Royal Dutch Shell PLC, Ryanair Holdings PLC, S&P Global Inc, SAP SE, Schlumberger, Sealed Air Corp, Sempra Energy, Sensata Technologies Holding PLC, Sensient Technologies Corp, Shinhan Financial Group Co, Shire PLC, Sierra Oncology Inc, Silicon Motion Technology Corp, Simon Property Group Inc, Skyline Champion Corp, SL Green Realty Corp, Smith & Nephew PLC, Sociedad Quimica Y Minera De Chile SA, Sony Corp, South State Corp, Southwest Airlines Co, SPDR Bloomberg Barclays High Yield Bond, SPDR DJ Wilshire REIT, Splunk Inc, Square Inc, SS&C Technologies Holdings Inc, Standard Motor Products Inc, Stifel Financial Corp, Sturm Ruger Inc, Sumitomo Mitsui Financial Group Inc, Suncor Energy Inc, SVB Financial Group, Sykes Enterprises Inc, Sysco Corp, Tallgrass Energy LP, Target Corp, Tata Motors, TE Connectivity, Telecom Italia SpA, Telecom Italia SpA, Telefonica Brasil SA, Telefonica SA, Tesla Inc, Tetra Tech Inc, Texas Instruments Inc, Texas Roadhouse Inc, TJX Inc, The Toronto-Dominion Bank, Total SA, Toyota Motor Corp, Fox Corp, Tyson Foods Inc, UBS Group AG, UMB Financial Corp, UMH Properties Inc, Unilever NV, Unilever PLC, Union Bankshares Corp, Unit Corp, United Parcel Service Inc, United States Steel Corp, Unitil Corp, Valero Energy Corp, VanEck Vectors J.P. Morgan EM Local Currency Bond, Vanguard Financials, Vanguard Long-Term Bond, Vanguard Real Estate, Vanguard Short-Term Bond, Vanguard Short-Term Inflation-Protected Securities, Vanguard Small-Cap Growth, Varian Medical Systems Inc, Ventas Inc, Verisk Analytics Inc, Vertex Pharmaceuticals Inc, Viacom Inc, VMware Inc, Vodafone Group PLC, Waste Management Inc, Welbilt Inc, Western Alliance Bancorp, Western Midstream Partners LP, Westpac Banking Corp, WEX Inc, Willis Towers Watson PLC, WisdomTree International SmallCap Fund, WisdomTree U.S. High Dividend Fund, Wolverine World Wide Inc, Xilinx Inc, Yelp Inc, Yum China Holdings Inc, Zebra Technologies Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Well Done, LLC. As of 2019Q1, Well Done, LLC owns 123 stocks with a total value of $329 million. These are the details of the buys and sells.
Here is the complete portfolio of Well Done, LLC. Also check out:
1. Well Done, LLC's Undervalued Stocks
2. Well Done, LLC's Top Growth Companies, and
3. Well Done, LLC's High Yield stocks
4. Stocks that Well Done, LLC keeps buying
- New Purchases: DGRO,
- Added Positions: IVV, IEMG, ACWV, USMV, EEMV, XSLV, SPY, BSCK, BRK.B, IJH, XLK, IAI, IHF, DIM, SOXX, SPLV, IDV, SCHV, IAU, GUNR, XHE, SBUX, PYPL, VTV, V, MSFT, IYC, ACN, AAPL, GOOG, MRK, GOOGL, DNL, DGS, SDOG, VIG, CVX, FB, IGF, DLN,
- Reduced Positions: MTUM, VLUE, VOE, IWN, EFA, ACWX, ACWI, ITOT, IJR, RSP, MLHR, IEFA, VOO, AOK, SCHG, VT, IGV, AGG, IWM, XOM, SUI, GE, IHI, IBM, EFV, ITA, HD, IWR, PG, FITB, AMZN, BABA,
- Sold Out: XMLV, IWP, BND, XOP, VEU, SCZ, SLV, KO, FXH, IGOV, MBWM, VTI, BKNG, IWO, PNC, CSCO, ETN, EW, FXO, INTC, MCD, OXY, PFE, PSX, WEC, DEM, COP, COST, EMR, EPD, HBNC, AOA, IJS, MMP, NKE, PEP, USB, GDX, VUG, VXUS, DEW, ZTS, ADBE, COF, CMS, DHR, DE, DG, MLPI, FAST, FXR, FXZ, VMO, CROP, EEM, DSI, IWB, JCI, MA, MPLX, NAD, ORLY, ORCL, PII, QCOM, ROST, CRM, SCHW, TSCO, UNP, UNH, VBR, DGRW, AFL, ALGN, MO, AMGN, ASH, BA, BP, CHRW, CAT, CELG, C, CTSH, CMCSA, FDN, QQXT, QTEC, FPX, FXL, FIW, QDF, IT, HNI, QQQ, XLG, AOR, JKF, KMI, LVS, NVDA, ODFL, ONB, REGN, SCHH, SO, SLF, ULTA, UTX, UFPI, VYM, VO, VB, WBA, DOO, DES, ABMD, ATVI, ALRM, ALXN, LNT, ALTM, AEP, AXP, AMT, ABC, AMN, APC, ASML, BAX, BMY, BIP, BURL, CDK, CNP, LNG, CB, CI, CNXM, PSF, CMA, CSX, CVS, XRAY, DEO, DIS, DORM, DTE, DUK, ENB, ET, E, EEFT, FDX, XLF, FE, F, FWRD, FOXF, GILD, GAIN, GSK, SIL, GLOB, GS, GRA, GWW, LOPE, GRUB, HCSG, HSY, HPQ, IDA, ITW, ILMN, PHO, ICF, IXUS, IXC, IVE, IJK, IJT, K, KEYS, KR, LLL, LHCG, LMT, LOW, MPC, MMI, MKTX, MMC, MASI, MXIM, MDSO, MCHP, MNST, NCI, NXST, NEP, NBLX, NEA, OMCL, OMC, OKE, ORAN, PAAS, PAYX, PAYC, PBA, PM, PSXP, TROW, PGR, PTC, RSG, ROP, SNY, SIGI, NOW, SHW, SJM, STT, SYF, TPR, TRGP, TMO, TR, UBSI, VFC, VVV, GDXJ, VDE, VOT, WMT, WMB, WPP, XEL, XPO, YUM, ADNT, AEG, AER, A, AGNC, ADC, APD, ALK, AIN, ALSN, IVAL, QVAL, AMBA, DOX, AMX, AIG, AMWD, AMP, ABCB, APH, ANGO, BUD, AXE, AM, ANTM, AON, AIT, AMAT, APTV, ARNC, ARGO, AZN, AVY, BCPC, BLL, BBVA, BCS, B, BBT, BDX, BHE, BHP, BBL, BIO, BIIB, BB, BLK, BCC, BSX, BTI, AVGO, BR, BT, CACI, CALM, CAMP, CPE, CBM, CNQ, CUK, CARO, CRS, CRZO, CX, CNC, CTL, CHTR, CHKP, CQP, CHL, CHD, CMPR, CIT, CFG, CLX, CME, COLB, CODI, CAG, ED, XLP, GLW, CSGP, CS, CRH, CCI, CTS, CMI, PLAY, DLR, DFS, DLTH, DNKN, DEA, EMN, ETV, ECL, EIX, LOCO, ESLT, EA, ELLI, ERJ, EME, EBS, ENBL, EHC, ENIC, ENLC, ENLK, EOG, EPAM, EQM, EQNR, ERIC, EVR, EXC, EXLS, EXPE, RACE, FCAU, FIS, FHN, FRC, FDL, FISV, FIVE, FND, FL, FTNT, FELE, FTNW, GTX, GEMP, GD, GIS, GM, GMRE, SDIV, GMED, GVA, GWB, HAL, HBI, HOG, HIG, XLV, HTA, HMC, HSBC, HUM, HUN, IBCP, INGN, IART, ICE, IP, INTU, PXH, IQV, IRM, IAGG, USRT, IOO, EMB, JKL, URTH, DVY, JBL, KFRC, KIM, KREF, KLAC, KHC, EL, LEA, LMAT, TREE, LLY, LFUS, LYG, LPX, LPLA, LTC, LYB, MTB, M, MGA, MTW, MRO, MLM, MTDR, MDT, MLNX, MEI, MTP, MUFG, MFG, MBT, MHK, TAP, MDLZ, MS, MSCI, MSGN, MTSC, LABL, MYL, NGG, NATI, NEOG, NTAP, NFLX, NBIX, NBEV, NICE, NOK, NMR, NTRS, NOC, NVS, NUS, NS, NXPI, OLLI, ON, IX, OSK, CNXN, PSO, PFLT, PBCT, PRGO, PBR.A, PDM, LTPZ, PKX, PBH, PLD, PSEC, PRU, PUK, PSA, QGEN, DGX, RTN, O, RGA, RELX, RIO, RY, RBS, RDS.B, RYAAY, SPGI, SAP, SLB, SEE, SRE, ST, SXT, SHG, SHPG, SRRA, SIMO, SPG, SKY, SLG, SNN, SQM, SNE, SSB, LUV, JNK, RWR, SPLK, SQ, SSNC, SMP, SF, RGR, SMFG, SU, SIVB, SYKE, SYY, TGE, TGT, TTM, TEL, TI, TI.A, VIV, TEF, TSLA, TTEK, TXN, TXRH, TJX, TD, TOT, TM, FOXA, TSN, UBS, UMBF, UMH, UN, UL, UBSH, UNT, UPS, X, UTL, VLO, EMLC, VFH, BLV, VNQ, BSV, VTIP, VBK, VAR, VTR, VRSK, VRTX, VIAB, VMW, VOD, WM, WBT, WAL, WES, WBK, WEX, WLTW, DLS, DHS, WWW, XLNX, YELP, YUMC, ZBRA,
For the details of Well Done, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/well+done%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Well Done, LLC- Berkshire Hathaway Inc (BRK.A) - 128 shares, 11.72% of the total portfolio.
- iShares Edge MSCI USA Momentum Factor (MTUM) - 233,787 shares, 7.97% of the total portfolio. Shares reduced by 26.33%
- iShares Edge MSCI USA Value Factor (VLUE) - 299,873 shares, 7.28% of the total portfolio. Shares reduced by 23.51%
- Gentex Corp (GNTX) - 1,010,710 shares, 6.35% of the total portfolio. Shares reduced by 0.78%
- iShares Edge MSCI Min Vol USA (USMV) - 317,299 shares, 5.67% of the total portfolio. Shares added by 51.68%
Well Done, LLC initiated holding in iShares Core Dividend Growth. The purchase prices were between $32.15 and $36.84, with an estimated average price of $35.38. The stock is now traded at around $37.30. The impact to a portfolio due to this purchase was 1.44%. The holding were 129,355 shares as of .
Added: iShares Core S&P 500 (IVV)Well Done, LLC added to a holding in iShares Core S&P 500 by 798.69%. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $288.72. The impact to a portfolio due to this purchase was 4.12%. The holding were 53,598 shares as of .
Added: iShares Core MSCI Emerging Markets (IEMG)Well Done, LLC added to a holding in iShares Core MSCI Emerging Markets by 742.87%. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.65. The stock is now traded at around $50.26. The impact to a portfolio due to this purchase was 2.2%. The holding were 159,337 shares as of .
Added: iShares Edge MSCI Min Vol Global (ACWV)Well Done, LLC added to a holding in iShares Edge MSCI Min Vol Global by 5110.14%. The purchase prices were between $80.12 and $89.48, with an estimated average price of $85.92. The stock is now traded at around $88.85. The impact to a portfolio due to this purchase was 1.99%. The holding were 74,505 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Well Done, LLC added to a holding in iShares Edge MSCI Min Vol USA by 51.68%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.00. The impact to a portfolio due to this purchase was 1.93%. The holding were 317,299 shares as of .
Added: iShares Edge MSCI Min Vol Emerging Markets (EEMV)Well Done, LLC added to a holding in iShares Edge MSCI Min Vol Emerging Markets by 222.67%. The purchase prices were between $55.11 and $59.93, with an estimated average price of $58.45. The stock is now traded at around $57.60. The impact to a portfolio due to this purchase was 1.46%. The holding were 116,981 shares as of .
Added: Invesco S&P SmallCap Low Volatility (XSLV)Well Done, LLC added to a holding in Invesco S&P SmallCap Low Volatility by 886.24%. The purchase prices were between $42.32 and $48.73, with an estimated average price of $46.38. The stock is now traded at around $48.11. The impact to a portfolio due to this purchase was 1.29%. The holding were 100,044 shares as of .
Sold Out: Invesco S&P MidCap Low Volatility (XMLV)Well Done, LLC sold out a holding in Invesco S&P MidCap Low Volatility. The sale prices were between $43.53 and $49.75, with an estimated average price of $47.95.
Sold Out: iShares Russell Midcap Growth (IWP)Well Done, LLC sold out a holding in iShares Russell Midcap Growth. The sale prices were between $110.06 and $136.6, with an estimated average price of $128.2.
Sold Out: Vanguard Total Bond Market ETF (BND)Well Done, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $78.39 and $80.84, with an estimated average price of $79.29.
Sold Out: Vanguard FTSE All World Ex US (VEU)Well Done, LLC sold out a holding in Vanguard FTSE All World Ex US. The sale prices were between $45.08 and $50.94, with an estimated average price of $48.91.
Sold Out: SPDR S&P Oil & Gas Explor & Product (XOP)Well Done, LLC sold out a holding in SPDR S&P Oil & Gas Explor & Product. The sale prices were between $26.53 and $31.61, with an estimated average price of $30.07.
Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)Well Done, LLC sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $51.31 and $58.06, with an estimated average price of $55.94.
Here is the complete portfolio of Well Done, LLC. Also check out:
1. Well Done, LLC's Undervalued Stocks
2. Well Done, LLC's Top Growth Companies, and
3. Well Done, LLC's High Yield stocks
4. Stocks that Well Done, LLC keeps buying
