$827 Million is the total value of Well Done, LLC's 299 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RFV | Exit | INVESCO S&P MIDCAP 400 PURE VALUE ETFetf | $0 | – | -3,000 | -100.0% | -0.05% | – |
KO | Exit | COCA COLA CO COMstock | $0 | – | -3,972 | -100.0% | -0.05% | – |
IWM | Exit | ISHARES RUSSELL 2000 ETFetf | $0 | – | -1,311 | -100.0% | -0.05% | – |
MBWM | Exit | MERCANTILE BANK CORP COMstock | $0 | – | -6,724 | -100.0% | -0.05% | – |
MOO | Exit | VANECK VECTORS AGRIBUSINESS ETFetf | $0 | – | -3,534 | -100.0% | -0.06% | – |
QQQ | Exit | INVESCO QQQ TRUSTetf | $0 | – | -3,043 | -100.0% | -0.13% | – |
CHFC | Exit | CHEMICAL FINL CORP COMstock | $0 | – | -95,407 | -100.0% | -0.92% | – |
IEMG | Exit | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $0 | – | -154,076 | -100.0% | -1.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL A | 32 | Q3 2023 | 13.9% |
ISHARES TR | 32 | Q3 2023 | 12.5% |
ISHARES TR | 32 | Q3 2023 | 9.9% |
GENTEX CORP COM | 32 | Q3 2023 | 7.5% |
ISHARES USA MINIMUM VOLATILITY | 32 | Q3 2023 | 12.1% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 32 | Q3 2023 | 10.7% |
VANGUARD MID-CAP VALUE INDEX FUND | 32 | Q3 2023 | 4.4% |
ISHARES TR | 32 | Q3 2023 | 3.8% |
ABBVIE INC COM | 32 | Q3 2023 | 2.0% |
ABBOTT LABS COM | 32 | Q3 2023 | 1.6% |
View Well Done, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-21 |
View Well Done, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.