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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $681M AUM 197 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 50 Added 73 Reduced 17 Exited
Page 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XMLV INVESCO EXCH TRADED FD TR II 10,685.0 $673K 0.10% -69.0 -0.6% $62.97 +3.7%
42 WTFC WINTRUST FINL CORP Financial Services 4,658.0 $647K 0.10% -208.0 -4.3% $138.94 +8.5%
43 SVAL ISHARES TR 17,700.0 $636K 0.09% -180.0 -1.0% $35.94 +11.6%
44 NEE NEXTERA ENERGY INC Utilities 6,801.0 $632K 0.09% -161.0 -2.3% $92.88 -6.1%
45 PEP PEPSICO INC Consumer Defensive 3,915.0 $608K 0.09% -382.0 -8.9% $155.29 -4.6%
46 META META PLATFORMS INC Communication Services 1,044.0 $598K 0.09% -237.0 -18.5% $572.38 +10.4%
47 CVX CHEVRON CORPORATION Energy 2,843.0 $588K 0.09% -33.0 -1.1% $206.90 -11.6%
48 WFC WELLS FARGO & CO Financial Services 6,807.0 $542K 0.08% -313.0 -4.4% $79.61 -4.5%
49 GUNR FLEXSHARES TR 8,373.0 $462K 0.07% -1K -11.2% $55.16 -2.1%
50 AVUS AMERICAN CENTY ETF TR 4,067.0 $452K 0.07% -27.0 -0.7% $111.18 +14.4%
51 LMT LOCKHEED MARTIN CORP Industrials 638.0 $386K 0.06% -93.0 -12.7% $604.39 -11.9%
52 AMGN AMGEN INC Healthcare 1,082.0 $381K 0.06% -74.0 -6.4% $351.85 -3.9%
53 MO ALTRIA GROUP INC Consumer Defensive 5,591.0 $369K 0.05% -1K -17.7% $65.99 +9.6%
54 RPG INVESCO EXCHANGE TRADED FD T 7,740.0 $362K 0.05% -42.0 -0.5% $46.74 +26.5%
55 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 565.0 $348K 0.05% -25.0 -4.2% $616.76 +10.2%
56 MU MICRON TECHNOLOGY INC Technology 1,025.0 $346K 0.05% -2K -61.4% $337.84 +171.1%
57 VUG VANGUARD INDEX FDS 792.0 $346K 0.05% -22.0 -2.7% $436.79 -79.8%
58 ALL ALLSTATE CORP Financial Services 1,608.0 $333K 0.05% -39.0 -2.4% $207.34 +1.2%
59 PNC PNC FINL SVCS GROUP INC Financial Services 1,409.0 $293K 0.04% -80.0 -5.4% $208.09 +6.1%
60 PFE PFIZER INC Healthcare 9,881.0 $277K 0.04% -2K -15.6% $28.08 -6.5%
Page 3 of 4  ·  73 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 40.2%
Healthcare 17.9%
Consumer Cyclical 12.7%
Technology 11.9%
Consumer Defensive 6.8%
Industrials 4.0%
Communication Services 2.2%
Energy 2.2%
Basic Materials 1.4%
Utilities 0.6%