Portfolio (Quarterly)
Guide ↗
Well Done, LLC
· CIK 0001667132| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | BLES | NORTHERN LTS FD TR IV | — | 4,997.0 | $222K | 0.03% | — | — | $44.35 | +8.0% |
| 182 | JHML | JOHN HANCOCK EXCHANGE TRADED | — | 2,800.0 | $219K | 0.03% | — | — | $78.27 | +12.8% |
| 183 | AXP | AMERICAN EXPRESS CO | Financial Services | 717.0 | $217K | 0.03% | -65.0 | -8.3% | $302.48 | +3.6% |
| 184 | SDOG | ALPS ETF TR | — | 3,316.0 | $216K | 0.03% | — | — | $65.04 | +4.7% |
| 185 | AVGO | BROADCOM INC | Technology | 694.0 | $215K | 0.03% | -792.0 | -53.3% | $309.51 | +36.1% |
| 186 | VYM | VANGUARD WHITEHALL FDS | — | 1,445.0 | $214K | 0.03% | NEW | — | $148.10 | +7.0% |
| 187 | IYE | ISHARES TR | — | 3,290.0 | $213K | 0.03% | NEW | — | $64.77 | -6.1% |
| 188 | BIBL | NORTHERN LTS FD TR IV | — | 4,487.0 | $212K | 0.03% | -27.0 | -0.6% | $47.15 | +14.7% |
| 189 | FITB | FIFTH THIRD BANCORP | Financial Services | 4,521.0 | $210K | 0.03% | NEW | — | $46.46 | +7.4% |
| 190 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 7,601.0 | $208K | 0.03% | — | — | $27.40 | -3.2% |
| 191 | UFPI | UFP INDUSTRIES INC | Basic Materials | 2,240.0 | $206K | 0.03% | — | — | $92.12 | -10.3% |
| 192 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 6,000.0 | $203K | 0.03% | — | — | $33.77 | +7.6% |
| 193 | VB | VANGUARD INDEX FDS | — | 769.0 | $201K | 0.03% | -55.0 | -6.7% | $261.92 | +11.8% |
| 194 | WNC | WABASH NATL CORP | Industrials | 12,176.0 | $105K | 0.01% | — | — | $8.62 | -5.6% |
| 195 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 10,506.0 | $89K | 0.01% | NEW | — | $8.45 | +51.7% |
| 196 | RANI | RANI THERAPEUTICS HLDGS INC | Healthcare | 52,014.0 | $38K | 0.01% | — | — | $0.73 | +27.8% |
| 197 | — | CEA INDUSTRIES INC | — | 20,000.0 | $612.0 | — | — | — | $0.03 | — |
① 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%