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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $669M AUM 197 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 197 New
Page 6 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MU MICRON TECHNOLOGY INC Technology 2,655.0 $758K 0.11% NEW $285.41 +218.0%
102 ESGG FLEXSHARES TR 3,563.0 $731K 0.11% NEW $205.28 +11.7%
103 IWF ISHARES TR 1,452.0 $687K 0.10% NEW $473.30 -73.5%
104 WTFC WINTRUST FINL CORP Financial Services 4,866.0 $680K 0.10% NEW $139.82 +7.9%
105 XMLV INVESCO EXCH TRADED FD TR II 10,754.0 $671K 0.10% NEW $62.37 +4.7%
106 WFC WELLS FARGO CO NEW Financial Services 7,120.0 $664K 0.10% NEW $93.20 -18.6%
107 ESML ISHARES TR 14,360.0 $660K 0.10% NEW $45.98 +15.2%
108 IXN ISHARES TR 5,937.0 $623K 0.09% NEW $105.00 +32.4%
109 PEP PEPSICO INC Consumer Defensive 4,297.0 $617K 0.09% NEW $143.51 +3.2%
110 SVAL ISHARES TR 17,880.0 $614K 0.09% NEW $34.33 +16.8%
111 NVDA NVIDIA CORPORATION Technology 3,290.0 $614K 0.09% NEW $186.50 +13.8%
112 COST COSTCO WHSL CORP NEW Consumer Defensive 702.0 $605K 0.09% NEW $862.34 +16.8%
113 IXP ISHARES TR 4,841.0 $587K 0.09% NEW $121.22 +2.4%
114 BSCR INVESCO EXCH TRD SLF IDX FD 29,225.0 $577K 0.09% NEW $19.74 -0.6%
115 NEE NEXTERA ENERGY INC Utilities 6,962.0 $559K 0.08% NEW $80.28 +8.5%
116 GEW EA SERIES TRUST 10,682.0 $549K 0.08% NEW $51.40 +6.4%
117 SPMO INVESCO EXCH TRADED FD TR II 4,508.0 $538K 0.08% NEW $119.32 +25.2%
118 IVAL EA SERIES TRUST 16,558.0 $521K 0.08% NEW $31.46 +12.8%
119 AVGO BROADCOM INC Technology 1,486.0 $514K 0.08% NEW $346.10 +21.7%
120 BSCS INVESCO EXCH TRD SLF IDX FD 23,801.0 $490K 0.07% NEW $20.60 -1.1%
Page 6 of 10  ·  197 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.4%
Healthcare 18.6%
Consumer Cyclical 14.3%
Technology 14.1%
Consumer Defensive 6.0%
Industrials 3.6%
Communication Services 2.6%
Energy 1.1%
Basic Materials 0.6%
Utilities 0.5%