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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 $511,137,961
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 118 $64,029,754 12.52%
2.
Ishares Trust
 IEF 98,953 $47,263,122 9.24%
3.
Ishares Tr
 281,337 $41,395,974 8.09%
4.
Ishares Tr
 126,516 $19,849,167 3.88%
5.
Voxx International Corp
 VOXX 1,742,558 $18,610,520 3.64%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)