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Home > Institutional Investor > Well Done, Llc > Profile

Instuitional Investor - Well Done, Llc

Fund Profile
Filing Period:
Fund Name: Well Done, Llc
Portfolio Value $551,623,275
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 113 $76,943,960 13.95%
2.
Ishares Trust
 IEF 112,767 $66,383,690 12.03%
3.
Voxx International Corp
 VOXX 6,463,808 $47,702,904 8.65%
4.
Ishares Tr - MSCI USA MIN VOL
 252,107 $22,384,591 4.06%
5.
Berkshire Hathaway Inc
 BRK.A 43,696 $19,806,523 3.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)