$451 Million is the total value of Well Done, LLC's 161 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGV | New | ISHARES TRexpanded tech | $3,783,209 | – | 11,086 | +100.0% | 0.84% | – |
| TSLA | New | TESLA INC | $547,982 | – | 2,190 | +100.0% | 0.12% | – |
| BLES | New | NORTHERN LTS FD TR IVinspire gbl hope | $330,795 | – | 10,386 | +100.0% | 0.07% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $223,985 | – | 914 | +100.0% | 0.05% | – |
| COP | New | CONOCOPHILLIPS | $204,259 | – | 1,705 | +100.0% | 0.04% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $201,612 | – | 1,437 | +100.0% | 0.04% | – |
| EMR | New | EMERSON ELEC CO | $200,094 | – | 2,072 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.