Well-Done
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", null, "FPI", "GDX", null, null, null, "LBRT", "ACN", null, "MMM", "ABT", "ABBV", null, "ALL", "GOOGL", null, "ASML", null, null, "CAT", null, null, "PECO", "MLKN", "MBWM", "ARKB", null, "BITB", "HD", null, "MCD", null, null, null, null, "UNP", null, "SIL", null, null, "META", null, "IJH", null, null, null, null, null, null, null, "MIY", null, null, null, "SLF", "MRVL", "MSFT", null, null, null, "DLN", "IJR", null, "EEM", "IWF", null, "PEP", "PNC", "IEMG", "IVV", "AAPL", "SPY", "EFAV", "NVDA", "INTC", "PFE", "LMT", "PG", null, "AMGN", "IEFA", "GLD", null, "IBM", "SYK", "VOE", "HYMCL", "ACWV", null, "VWO", "IWV", null, null, "VIG", "IWN", "TSM", null, null, "IWR", null, null, "AMZN", null, null, null, null, "HBAN", "ESGV", "VUG", "MGK", "VT", "VB", "VOO", "VTV", "V", "WNC", "WMT", null, "WFC", "WTFC", "WPM", null, null, null, null, null, null, "GNTX", "SOFI", null, "SCHF", null, "UFPI", "CRM", "DIA", null, null, null, "MTUM", "DGRO", null, null, "KMB", "ADP", "BRK-A", "BRK-B", "CVX", "LNG", "CSCO", "KO", "COIN", "CL", "COST", "DHR", "DE", null, null, null, "DFAC", "RSP", "EFA", "USMV", "NEE", "QQQ", "IWM", "MDY", "ETN", "GOOG", "XOM", "JNJ", "TSLA", "PM", null, "MO", "ITOT", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 178
- Total Value
- 551623275
- Accession Number
- 0001951757-25-000384
- Form Type
- 13F-HR
- CIK
- well-done
- Manager Name
- Well-Done
Data Enrichment
62% identified111 identified67 unidentified
Holdings
178 positions • $551.6M total value
Manager:
Search and click to pin securities to the top
Page 8 of 9
46435G409
Shares:10.3K
Value:$280.3K
% of Portfolio:0.1% ($280.3K/$551.6M)
81369Y704
Shares:2.0K
Value:$268.7K
% of Portfolio:0.0% ($268.7K/$551.6M)
02072L409
Shares:4.0K
Value:$259.7K
% of Portfolio:0.0% ($259.7K/$551.6M)
464289859
Shares:3.4K
Value:$256.9K
% of Portfolio:0.0% ($256.9K/$551.6M)
315948109
Shares:3.1K
Value:$252.9K
% of Portfolio:0.0% ($252.9K/$551.6M)
464289883
Shares:6.7K
Value:$251.7K
% of Portfolio:0.0% ($251.7K/$551.6M)
Shares:1.3K
Value:$251.5K
% of Portfolio:0.0% ($251.5K/$551.6M)
464288877
Shares:4.8K
Value:$251.1K
% of Portfolio:0.0% ($251.1K/$551.6M)
464287523
Shares:1.2K
Value:$248.0K
% of Portfolio:0.0% ($248.0K/$551.6M)
Shares:260
Value:$238.2K
% of Portfolio:0.0% ($238.2K/$551.6M)
81369Y506
Shares:2.7K
Value:$234.9K
% of Portfolio:0.0% ($234.9K/$551.6M)
464288570
Shares:2.1K
Value:$233.1K
% of Portfolio:0.0% ($233.1K/$551.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
6.4K | QoQ +4.53% (+277)YoY +4.35% (+267) | All Managers (Combined) | $284.3K | 0.1% ($284.3K/$551.6M) | ||
(cusip46435G409)✕ | 10.3K | QoQ -6.73% (-747)YoY -4.57% (-496) | All Managers (Combined) | $280.3K | 0.1% ($280.3K/$551.6M) | |
(cusip81369Y704)✕ | 2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $268.7K | 0.0% ($268.7K/$551.6M) | QoQ NEW(+$268.7K) YoY NEW(+$268.7K) |
COCA COLA CO(KOcusip191216100) | 4.3K | QoQ -4.33% (-195)YoY -3.89% (-174) | All Managers (Combined) | $267.7K | 0.0% ($267.7K/$551.6M) | |
(cusip02072L409)✕ | 4.0K | QoQ 0.00% (-0)YoY -7.83% (-344) | All Managers (Combined) | $259.7K | 0.0% ($259.7K/$551.6M) | YoY 0.00% (-$8) |
(cusip464289859)✕ | 3.4K | All Managers (Combined) | $256.9K | 0.0% ($256.9K/$551.6M) | ||
(cusip315948109)✕ | 3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $252.9K | 0.0% ($252.9K/$551.6M) | QoQ NEW(+$252.9K) YoY NEW(+$252.9K) |
2.2K | QoQ 0.00% (-0)YoY NEW(+2.2K) | All Managers (Combined) | $252.3K | 0.0% ($252.3K/$551.6M) | YoY NEW(+$252.3K) | |
(cusip464289883)✕ | 6.7K | QoQ -1.83% (-126)YoY NEW(+6.7K) | All Managers (Combined) | $251.7K | 0.0% ($251.7K/$551.6M) | YoY NEW(+$251.7K) |
1.3K | QoQ +5.41% (+67)YoY -8.81% (-126) | All Managers (Combined) | $251.5K | 0.0% ($251.5K/$551.6M) | ||
(cusip464288877)✕ | 4.8K | All Managers (Combined) | $251.1K | 0.0% ($251.1K/$551.6M) | ||
(cusip464287523)✕ | 1.2K | All Managers (Combined) | $248.0K | 0.0% ($248.0K/$551.6M) | ||
5.8K | All Managers (Combined) | $244.6K | 0.0% ($244.6K/$551.6M) | |||
983 | QoQ NEW(+983) YoY NEW(+983) | All Managers (Combined) | $244.1K | 0.0% ($244.1K/$551.6M) | QoQ NEW(+$244.1K) YoY NEW(+$244.1K) | |
ASML HOLDING NV(ASMLcusipN07059210) | 351 | QoQ 0.00% (-0)YoY -6.64% (-25) | All Managers (Combined) | $243.3K | 0.0% ($243.3K/$551.6M) | |
260 | QoQ +9.70% (+23)YoY -9.09% (-26) | All Managers (Combined) | $238.2K | 0.0% ($238.2K/$551.6M) | ||
1.8K | All Managers (Combined) | $235.0K | 0.0% ($235.0K/$551.6M) | |||
(cusip81369Y506)✕ | 2.7K | All Managers (Combined) | $234.9K | 0.0% ($234.9K/$551.6M) | ||
CHEVRON CORP(CVXcusip166764100) | 1.6K | All Managers (Combined) | $234.1K | 0.0% ($234.1K/$551.6M) | ||
(cusip464288570)✕ | 2.1K | QoQ -9.58% (-224)YoY -9.58% (-224) | All Managers (Combined) | $233.1K | 0.0% ($233.1K/$551.6M) |