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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $743M AUM 202 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 43 Added 64 Reduced 17 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SVAL ISHARES TR 17,604.0 $736K 0.10% -96.0 -0.5% $41.79 +3.9%
42 XMLV INVESCO EXCH TRADED FD TR II 10,492.0 $696K 0.09% -193.0 -1.8% $66.33 +2.7%
43 HD HOME DEPOT INC Consumer Cyclical 1,966.0 $693K 0.09% -133.0 -6.3% $352.68 -5.2%
44 WTFC WINTRUST FINL CORP Financial Services 4,247.0 $683K 0.09% -411.0 -8.8% $160.72 -5.0%
45 ARKB ARK 21SHARES BITCOIN ETF Financial Services 27,645.0 $538K 0.07% -3K -9.4% $19.46 +23.8%
46 NEE NEXTERA ENERGY INC Utilities 5,993.0 $526K 0.07% -808.0 -11.9% $87.77 -3.1%
47 PEP PEPSICO INC Consumer Defensive 3,791.0 $513K 0.07% -124.0 -3.2% $135.40 +4.9%
48 DSI ISHARES TR 3,454.0 $492K 0.07% -73.0 -2.1% $142.39 +2.3%
49 CVX CHEVRON CORPORATION Energy 2,799.0 $464K 0.06% -44.0 -1.6% $165.76 +24.1%
50 XLI SELECT SECTOR SPDR TR 2,128.0 $394K 0.05% -712.0 -25.1% $185.23 -2.9%
51 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,338.0 $375K 0.05% -845.0 -20.2% $112.32 +33.8%
52 AVUS AMERICAN CENTY ETF TR 2,809.0 $360K 0.05% -1K -30.9% $128.08 +1.4%
53 ALL ALLSTATE CORP Financial Services 1,488.0 $354K 0.05% -120.0 -7.5% $237.94 +7.0%
54 AMGN AMGEN INC Healthcare 937.0 $339K 0.05% -145.0 -13.4% $362.12 +19.8%
55 XLE SELECT SECTOR SPDR TR 6,136.0 $326K 0.04% -126.0 -2.0% $53.11 +20.0%
56 MU MICRON TECHNOLOGY INC Technology 268.0 $309K 0.04% -757.0 -73.8% $1154.29 -15.6%
57 IVLU ISHARES TR 7,150.0 $299K 0.04% -581.0 -7.5% $41.82 +5.1%
58 VTI VANGUARD INDEX FDS 706.0 $261K 0.04% -17.0 -2.4% $370.04 +1.8%
59 MMM 3M CO Industrials 1,611.0 $261K 0.04% -119.0 -6.9% $161.91 +10.0%
60 SCHD SCHWAB STRATEGIC TR 8,067.0 $256K 0.03% -933.0 -10.4% $31.71 +9.8%
Page 3 of 4  ·  64 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 34.1%
Healthcare 19.7%
Technology 14.7%
Consumer Cyclical 14.0%
Consumer Defensive 6.5%
Industrials 5.2%
Communication Services 2.6%
Energy 1.7%
Basic Materials 1.1%
Utilities 0.5%