Well Done, LLC
CIK Number: 0001667132
Main Sectors:
Top Industries:
Filing Date: Apr 21, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hatha... | 754675.00 | +0.69% | 113 | 0.00% | 76.94M | 210674.81 | 13.95% | Share |
| 2 | IVV | iShares Core S&... | 648.30 | -0.59% | 112.77K | -1.32% | 66.38M | 323.62 | 12.03% | Share |
| 3 | VOXX | VOXX Internatio... | 7.50 | 0.00% | 6.46M | 0.00% | 47.7M | 7.9 | 8.65% | Share |
| 4 | USMV | iShares MSCI US... | 94.23 | +0.21% | 252.11K | +0.61% | 22.38M | 59.36 | 4.06% | Share |
| 5 | BRK-B | Berkshire Hatha... | 503.29 | +0.69% | 43.7K | +2.47% | 19.81M | 229.98 | 3.59% | Share |
| 6 | QUAL | iShares MSCI US... | 188.95 | -0.39% | 102.8K | -1.12% | 18.31M | 84.19 | 3.32% | Share |
| 7 | DGRO | iShares Core Di... | 66.89 | -0.01% | 260.21K | -0.3% | 15.96M | 41.15 | 2.89% | Share |
| 8 | MTUM | iShares MSCI US... | 243.78 | -1.03% | 57.25K | -2.1% | 11.85M | 84.17 | 2.15% | Share |
| 9 | DFSV | Dimensional US ... | 32.36 | -0.09% | 383.46K | +0.37% | 11.8M | 29.72 | 2.14% | Share |
| 10 | GNTX | Gentex Corporat... | 28.01 | -0.5% | 398.07K | -0.08% | 11.44M | 18.22 | 2.07% | Share |
| 11 | ABBV | AbbVie Inc. | 210.39 | +1.19% | 49.68K | +0.16% | 8.83M | 60.38 | 1.60% | Share |
| 12 | ITOT | iShares Core S&... | 141.32 | -0.6% | 61.35K | +1.60% | 7.89M | 82.61 | 1.43% | Share |
| 13 | IAU | iShares Gold Tr... | 65.09 | +0.93% | 158.78K | -0.06% | 7.86M | 36.94 | 1.43% | Share |
| 14 | RSP | Invesco S&P 500... | 188.60 | -0.08% | 41.57K | -0.61% | 7.28M | 128.35 | 1.32% | Share |
| 15 | SPHQ | Invesco S&P 500... | 72.35 | -0.37% | 101.08K | -0.68% | 6.78M | 33.81 | 1.23% | Share |
| 16 | EFAV | iShares MSCI EA... | 84.90 | -0.32% | 93.54K | -1.88% | 6.61M | 69.69 | 1.20% | Share |
| 17 | AAPL | Apple Inc. | 232.14 | -0.18% | 25.21K | -1.77% | 6.31M | 96.19 | 1.14% | Share |
| 18 | SPY | SPDR S&P 500 ET... | 645.07 | -0.59% | 10.38K | +2.64% | 6.08M | 289.77 | 1.10% | Share |
| 19 | QVAL | Alpha Architect... | 45.26 | -0.28% | 135.88K | -1.76% | 6.07M | 41.26 | 1.10% | Share |
| 20 | IGV | iShares Expande... | 108.11 | -0.89% | 54.33K | +1.83% | 5.44M | 69.98 | 0.99% | Share |
| 21 | IAI | iShares U.S. Br... | 174.23 | -0.21% | 37.59K | +2.14% | 5.42M | 128.8 | 0.98% | Share |
| 22 | EEMV | iShares MSCI Em... | 62.78 | -0.88% | 90.32K | -2.36% | 5.24M | 58.11 | 0.95% | Share |
| 23 | VLUE | iShares MSCI US... | 119.72 | -0.3% | 48.41K | -1.59% | 5.11M | 74.49 | 0.93% | Share |
| 24 | ABT | Abbott Laborato... | 132.70 | +1.01% | 44.74K | -0.39% | 5.06M | 47.67 | 0.92% | Share |
| 25 | IYJ | iShares U.S. In... | 146.29 | -0.34% | 36.76K | +3.37% | 4.91M | 132.82 | 0.89% | Share |
| 26 | ITA | iShares U.S. Ae... | 198.46 | -0.85% | 33.3K | +3.67% | 4.84M | 116.64 | 0.88% | Share |
| 27 | IAK | iShares U.S. In... | 132.78 | +0.30% | 37.73K | +3.96% | 4.77M | 85.92 | 0.86% | Share |
| 28 | SHY | iShares 1-3 Yea... | 82.98 | +0.08% | 55.97K | -18.62% | 4.59M | 81.72 | 0.83% | Share |
| 29 | VTV | Vanguard Value ... | 183.22 | +0.04% | 26.02K | -0.88% | 4.4M | 115.86 | 0.80% | Share |
| 30 | VOO | Vanguard S&P 50... | 593.01 | -0.59% | 7.92K | -3.32% | 4.27M | 327.22 | 0.77% | Share |
| 31 | DFAS | Dimensional U.S... | 68.35 | -0.42% | 65.45K | -2.24% | 4.26M | 61.5 | 0.77% | Share |
| 32 | ITB | iShares U.S. Ho... | 110.72 | +0.01% | 39.66K | +5.91% | 4.1M | 71.68 | 0.74% | Share |
| 33 | MSFT | Microsoft Corpo... | 506.69 | -0.58% | 9.1K | -0.98% | 3.83M | 193.63 | 0.70% | Share |
| 34 | WPM | Wheaton Preciou... | 100.42 | +3.28% | 65.64K | +72.26% | 3.69M | 64.63 | 0.67% | Share |
| 35 | ACWI | iShares MSCI AC... | 133.44 | -0.58% | 31.12K | +1.36% | 3.66M | 77.17 | 0.66% | Share |
| 36 | IJR | iShares Core S&... | 118.07 | -0.39% | 30.81K | -1.08% | 3.55M | 88.81 | 0.64% | Share |
| 37 | ESGV | Vanguard ESG U.... | 114.52 | -0.72% | 33.31K | +5.49% | 3.49M | 71.06 | 0.63% | Share |
| 38 | SOFI | SoFi Technologi... | 25.54 | -1.92% | 224K | -0.26% | 3.45M | 7.41 | 0.63% | Share |
| 39 | AMZN | Amazon.com, Inc... | 229.00 | -1.12% | 14.88K | +2.00% | 3.26M | 124.4 | 0.59% | Share |
| 40 | BOXX | Alpha Architect... | 113.49 | +0.06% | 26.09K | +7.78% | 2.88M | 107.63 | 0.52% | Share |
| 41 | IQLT | iShares MSCI In... | 43.15 | -0.46% | 73.97K | +0.11% | 2.75M | 28.64 | 0.50% | Share |
| 42 | JPM | JPMorgan Chase ... | 301.45 | +0.13% | 11.27K | -0.73% | 2.7M | 109.63 | 0.49% | Share |
| 43 | CL | Colgate-Palmoli... | 84.08 | +0.79% | 28.45K | -0.23% | 2.59M | 67.36 | 0.47% | Share |
| 44 | ARKB | ARK 21Shares Bi... | 35.96 | -3.33% | 25.29K | +100.00% | 2.36M | 82.2 | 0.43% | Share |
| 45 | PG | The Procter & G... | 157.10 | +0.93% | 13.86K | +1.84% | 2.32M | 103.18 | 0.42% | Share |
| 46 | IJH | iShares Core S&... | 65.18 | -0.5% | 35.81K | -0.86% | 2.23M | 42.18 | 0.40% | Share |
| 47 | DON | WisdomTree U.S.... | 52.75 | -0.02% | 41.85K | +2.29% | 2.13M | 28.24 | 0.39% | Share |
| 48 | SYK | Stryker Corpora... | 391.53 | +0.48% | 4.97K | +5.20% | 1.79M | 185.38 | 0.32% | Share |
| 49 | CZA | Invesco Zacks M... | 109.02 | -0.52% | 15.79K | 0.00% | 1.64M | 66.74 | 0.30% | Share |
| 50 | VOE | Vanguard Mid-Ca... | 172.88 | +0.08% | 9.9K | -10.63% | 1.6M | 100.85 | 0.29% | Share |
| 51 | JNJ | Johnson & Johns... | 177.19 | +0.99% | 11.06K | +0.70% | 1.6M | 130.12 | 0.29% | Share |
| 52 | DNL | WisdomTree Glob... | 39.07 | -0.98% | 43.94K | +0.32% | 1.58M | 29.18 | 0.29% | Share |
| 53 | AIVL | WisdomTree U.S.... | 114.59 | -0.03% | 14.1K | -2.59% | 1.5M | 74.23 | 0.27% | Share |
| 54 | IDHQ | Invesco S&P Int... | 32.95 | -0.75% | 47.88K | +100.00% | 1.36M | 29.94 | 0.25% | Share |
| 55 | QQQ | Invesco QQQ Tru... | 570.40 | -1.16% | 2.65K | +2.32% | 1.35M | 321.97 | 0.25% | Share |
| 56 | EFA | iShares MSCI EA... | 91.48 | -0.59% | 17.73K | -3.8% | 1.34M | 70.42 | 0.24% | Share |
| 57 | DIA | SPDR Dow Jones ... | 456.18 | -0.13% | 3.08K | +3.36% | 1.31M | 335.38 | 0.24% | Share |
| 58 | HBAN | Huntington Banc... | 17.81 | +0.06% | 74.01K | -3.93% | 1.2M | 13.98 | 0.22% | Share |
| 59 | IWR | iShares Russell... | 96.03 | -0.29% | 13.18K | +17.38% | 1.17M | 77.88 | 0.21% | Share |
| 60 | VIG | Vanguard Divide... | 211.02 | -0.26% | 5.84K | +0.15% | 1.14M | 125.7 | 0.21% | Share |
| 61 | DGRW | WisdomTree U.S.... | 87.45 | -0.14% | 14.1K | -0.58% | 1.14M | 55.2 | 0.21% | Share |
| 62 | VWO | Vanguard Emergi... | 51.52 | -0.31% | 24.7K | -3.91% | 1.09M | 45.64 | 0.20% | Share |
| 63 | IWM | iShares Russell... | 235.22 | -0.42% | 4.91K | -0.12% | 1.09M | 165.04 | 0.20% | Share |
| 64 | CAT | Caterpillar Inc... | 419.19 | -3.61% | 2.93K | +0.45% | 1.06M | 221.91 | 0.19% | Share |
| 65 | HD | The Home Depot,... | 406.64 | -0.2% | 2.69K | +9.63% | 1.04M | 263.96 | 0.19% | Share |
| 66 | IWV | iShares Russell... | 367.34 | -0.6% | 3.08K | -3.33% | 1.03M | 295.93 | 0.19% | Share |
| 67 | AIRR | First Trust RBA... | 91.54 | -1.65% | 13.34K | 0.00% | 1.03M | 38.33 | 0.19% | Share |
| 68 | MGK | Vanguard Mega C... | 384.00 | -1.2% | 2.9K | -4.67% | 995.2K | 110.69 | 0.18% | Share |
| 69 | MCD | McDonald's Corp... | 313.54 | +0.42% | 3.43K | +0.53% | 994.03K | 251.05 | 0.18% | Share |
| 70 | XOM | Exxon Mobil Cor... | 114.36 | +0.89% | 9.15K | -1.42% | 984.24K | 66.61 | 0.18% | Share |
| 71 | RPV | Invesco S&P 500... | 98.17 | +0.16% | 10.29K | -0.16% | 928.35K | 73.74 | 0.17% | Share |
| 72 | ACWV | iShares MSCI Gl... | 119.41 | +0.13% | 8.33K | -1.66% | 909.54K | 92.45 | 0.16% | Share |
| 73 | FXR | First Trust Ind... | 79.26 | -0.59% | 12.13K | 0.00% | 907.82K | 49.71 | 0.16% | Share |
| 74 | WMT | Walmart Inc. | 97.01 | +0.94% | 10.02K | +3.27% | 904.86K | 50.14 | 0.16% | Share |
| 75 | NVDA | NVIDIA Corporat... | 174.24 | -3.29% | 6.53K | -19.45% | 877.34K | 114.77 | 0.16% | Share |
| 76 | DE | Deere & Company | 478.53 | -2.63% | 1.97K | -1.75% | 833.16K | 347.94 | 0.15% | Share |
| 77 | ETN | Eaton Corporati... | 349.32 | -1.69% | 2.5K | -0.28% | 830.01K | 119.58 | 0.15% | Share |
| 78 | DHR | Danaher Corpora... | 205.87 | +0.28% | 3.54K | -0.2% | 813.53K | 208.59 | 0.15% | Share |
| 79 | DGRS | WisdomTree U.S.... | 50.74 | -0.41% | 15.64K | -6.31% | 801.29K | 40.27 | 0.15% | Share |
| 80 | META | Meta Platforms,... | 738.70 | -1.65% | 1.36K | -1.02% | 795.27K | 246.43 | 0.14% | Share |
| 81 | DLN | WisdomTree U.S.... | 85.52 | +0.05% | 10.11K | +20.92% | 786.77K | 47.71 | 0.14% | Share |
| 82 | SVAL | iShares US Smal... | 34.01 | -0.15% | 23.75K | -4.81% | 771.48K | 30.21 | 0.14% | Share |
| 83 | VSGX | Vanguard ESG In... | 67.49 | -0.59% | 13.3K | +28.51% | 754.13K | 54.84 | 0.14% | Share |
| 84 | TSLA | Tesla, Inc. | 333.98 | -3.47% | 1.86K | -1.9% | 752.35K | 247.61 | 0.14% | Share |
| 85 | XMLV | Invesco S&P Mid... | 63.99 | +0.25% | 12.16K | -0.69% | 739.45K | 51.31 | 0.13% | Share |
| 86 | BSCP | Invesco BulletS... | 20.69 | +0.02% | 35.65K | +17.61% | 736.15K | 20.22 | 0.13% | Share |
| 87 | BIBL | Inspire 100 ESG... | 43.09 | -0.27% | 17.98K | -12.06% | 699.73K | 32.39 | 0.13% | Share |
| 88 | V | Visa Inc. | 351.96 | +0.60% | 2.18K | +1.21% | 689.28K | 186.41 | 0.13% | Share |
| 89 | SCHV | Schwab U.S. Lar... | 28.75 | -0.02% | 26.27K | +200.00% | 684.73K | 23.42 | 0.12% | Share |
| 90 | SUSA | iShares MSCI US... | 131.70 | -0.54% | 5.58K | +0.29% | 678.25K | 56.97 | 0.12% | Share |
| 91 | FTC | First Trust Lar... | 156.60 | -1% | 4.88K | 0.00% | 673.97K | 109.56 | 0.12% | Share |
| 92 | TSM | Taiwan Semicond... | 230.97 | -3.07% | 3.4K | -5.78% | 672.26K | 151.67 | 0.12% | Share |
| 93 | ESG | FlexShares STOX... | 150.75 | -0.47% | 4.88K | +0.35% | 671.74K | 64.2 | 0.12% | Share |
| 94 | VUG | Vanguard Growth... | 458.95 | -1.08% | 1.63K | +4.16% | 667.79K | 274.39 | 0.12% | Share |
| 95 | IWF | iShares Russell... | 445.62 | -1.18% | 1.61K | 0.00% | 647.35K | 111.66 | 0.12% | Share |
| 96 | WTFC | Wintrust Financ... | 137.29 | -0.63% | 5.11K | -55.94% | 637.46K | 108.53 | 0.12% | Share |
| 97 | GOOG | Alphabet Inc. | 213.53 | +0.55% | 3.33K | -4.55% | 634.55K | 89.89 | 0.12% | Share |
| 98 | ESML | iShares ESG Awa... | 44.34 | -0.56% | 15K | 0.00% | 630.75K | 36.34 | 0.11% | Share |
| 99 | GDX | VanEck Gold Min... | 63.13 | +2.93% | 18.51K | 0.00% | 627.57K | 32.49 | 0.11% | Share |
| 100 | PEP | PepsiCo, Inc. | 148.65 | +1.14% | 4.11K | +6.70% | 625.19K | 162.45 | 0.11% | Share |
| 101 | ACN | Accenture plc | 260.10 | +1.53% | 1.75K | +8.30% | 614.93K | 231.55 | 0.11% | Share |
| 102 | VT | Vanguard Total ... | 133.77 | -0.55% | 5.13K | +1.56% | 602.88K | 98.59 | 0.11% | Share |
| 103 | ISMD | Inspire Small/M... | 38.90 | -0.22% | 15.76K | -8.7% | 591.24K | 26.96 | 0.11% | Share |
| 104 | IEFA | iShares Core MS... | 85.52 | -0.6% | 8.34K | -9.32% | 586.14K | 72.62 | 0.11% | Share |
| 105 | ESGG | FlexShares STOX... | 193.89 | 0.00% | 3.33K | +0.60% | 559.62K | 96.71 | 0.10% | Share |
| 106 | PECO | Phillips Edison... | 35.19 | +0.95% | 14.01K | 0.00% | 524.78K | 34.39 | 0.10% | Share |
| 107 | RFV | Invesco S&P Mid... | 129.27 | -0.15% | 4.29K | 0.00% | 520.35K | 81.99 | 0.09% | Share |
| 108 | SCHM | Schwab U.S. Mid... | 29.48 | -0.32% | 18.6K | +200.00% | 515.41K | 23.92 | 0.09% | Share |
| 109 | WFC | Wells Fargo & C... | 82.19 | +0.26% | 7.32K | -3.19% | 514.37K | 49.5 | 0.09% | Share |
| 110 | GLD | SPDR Gold Share... | 318.05 | +0.96% | 2.12K | -1.26% | 513.07K | 159.33 | 0.09% | Share |
| 111 | NEE | NextEra Energy,... | 72.00 | -0.12% | 6.85K | -1.05% | 491.13K | 51.53 | 0.09% | Share |
| 112 | IEMG | iShares Core MS... | 62.08 | -0.49% | 9.18K | +0.20% | 479.59K | 52.24 | 0.09% | Share |
| 113 | IVAL | Alpha Architect... | 29.78 | -0.61% | 19.13K | 0.00% | 459.41K | 26.46 | 0.08% | Share |
| 114 | PM | Philip Morris I... | 167.19 | +0.86% | 3.63K | +3.19% | 436.39K | 87.97 | 0.08% | Share |
| 115 | LBRT | Liberty Energy ... | 11.25 | -0.62% | 21.73K | +35.54% | 432.11K | 15.03 | 0.08% | Share |
| 116 | SSUS | Day Hagan/Ned D... | 46.54 | -0.64% | 9.86K | -14.24% | 414.98K | 27.57 | 0.08% | Share |
| 117 | MLKN | MillerKnoll, In... | 21.11 | -0.71% | 17.99K | -38.81% | 406.37K | 25.87 | 0.07% | Share |
| 118 | BSCQ | Invesco BulletS... | 19.55 | +0.08% | 20.82K | +100.00% | 404.63K | 19.48 | 0.07% | Share |
| 119 | JHMM | John Hancock Mu... | 64.03 | -0.39% | 6.4K | 0.00% | 382.33K | 55.59 | 0.07% | Share |
| 120 | GOOGL | Alphabet Inc. | 212.91 | +0.60% | 1.95K | +11.16% | 369.51K | 159.94 | 0.07% | Share |
| 121 | DFAT | Dimensional U.S... | 58.80 | -0.06% | 6.62K | +8.64% | 368.64K | 52.3 | 0.07% | Share |
| 122 | SCHF | Schwab Internat... | 22.71 | -0.55% | 19.88K | +113.62% | 367.73K | 19.36 | 0.07% | Share |
| 123 | LMT | Lockheed Martin... | 455.44 | -0.16% | 728 | +5.20% | 353.76K | 399.37 | 0.06% | Share |
| 124 | AMGN | Amgen Inc. | 287.71 | +0.74% | 1.35K | -0.07% | 352.91K | 220.79 | 0.06% | Share |
| 125 | CRM | Salesforce, Inc... | 256.28 | +0.69% | 1.05K | +2.14% | 351.42K | 228.65 | 0.06% | Share |
| 126 | BITB | Bitwise 10 Cryp... | 58.86 | -3.35% | 6.86K | +100.00% | 348.73K | 44.88 | 0.06% | Share |
| 127 | CSCO | Cisco Systems, ... | 69.09 | -0.49% | 5.81K | +9.07% | 343.72K | 53.2 | 0.06% | Share |
| 128 | GUNR | FlexShares Morn... | 43.00 | +0.37% | 9.43K | 0.00% | 342.88K | 31.15 | 0.06% | Share |
| 129 | REGL | ProShares S&P M... | 85.78 | +0.08% | 4.24K | +0.38% | 341.75K | 69.72 | 0.06% | Share |
| 130 | IWN | iShares Russell... | 174.01 | -0.04% | 2.06K | 0.00% | 337.78K | 157.14 | 0.06% | Share |
| 131 | MDY | SPDR S&P MIDCAP... | 595.04 | -0.5% | 590 | 0.00% | 336.05K | 457.54 | 0.06% | Share |
| 132 | DFAI | Dimensional Int... | 35.70 | -0.35% | 11.19K | 0.00% | 326.81K | 28.64 | 0.06% | Share |
| 133 | ALL | The Allstate Co... | 203.44 | -0.15% | 1.69K | +0.90% | 325.24K | 141.83 | 0.06% | Share |
| 134 | DFAC | Dimensional U.S... | 37.76 | -0.5% | 9.24K | +40.67% | 319.68K | 32.16 | 0.06% | Share |
| 135 | RPG | Invesco S&P 500... | 46.99 | -1.05% | 7.75K | 0.00% | 319.64K | 23.37 | 0.06% | Share |
| 136 | INTC | Intel Corporati... | 24.35 | -2.33% | 15.78K | -6.7% | 316.29K | 42.32 | 0.06% | Share |
| 137 | PFE | Pfizer Inc. | 24.76 | +0.63% | 11.91K | +0.38% | 315.87K | 35.5 | 0.06% | Share |
| 138 | MO | Altria Group, I... | 67.21 | +1.19% | 5.76K | -4.29% | 301.3K | 43.75 | 0.05% | Share |
| 139 | ACWX | iShares MSCI AC... | 62.74 | -0.48% | 5.73K | -0.09% | 299.03K | 45.91 | 0.05% | Share |
| 140 | MBWM | Mercantile Bank... | 49.25 | -0.93% | 6.39K | +4.53% | 284.34K | 40.48 | 0.05% | Share |
| 141 | IVLU | iShares Edge MS... | 34.88 | -0.44% | 10.34K | -6.74% | 280.35K | 24.49 | 0.05% | Share |
| 142 | XLI | Industrial Sele... | 152.02 | -0.91% | 2.04K | +100.00% | 268.66K | 131.07 | 0.05% | Share |
| 143 | KO | The Coca-Cola C... | 69.01 | +0.95% | 4.3K | -4.34% | 267.66K | 60.19 | 0.05% | Share |
| 144 | QMOM | Alpha Architect... | 62.94 | -1.01% | 4.05K | 0.00% | 259.66K | 49.86 | 0.05% | Share |
| 145 | AOA | iShares Core Ag... | 85.63 | -0.47% | 3.35K | +5.14% | 256.89K | 73.65 | 0.05% | Share |
| 146 | FBTC | Fidelity Wise O... | 94.38 | -3.37% | 3.1K | +100.00% | 252.9K | 71.97 | 0.05% | Share |
| 147 | UFPI | UFP Industries,... | 100.97 | -1.08% | 2.24K | 0.00% | 252.34K | 131.21 | 0.05% | Share |
| 148 | AOK | iShares Core Co... | 39.52 | -0.24% | 6.75K | -1.83% | 251.7K | 36.83 | 0.05% | Share |
| 149 | PNC | The PNC Financi... | 207.46 | +0.89% | 1.3K | +5.42% | 251.48K | 155.93 | 0.05% | Share |
| 150 | EFV | iShares MSCI EA... | 66.99 | -0.34% | 4.79K | -0.21% | 251.07K | 49.87 | 0.05% | Share |