Well Done, LLC
Top Portfolio Positions
73 positions ·
$110,271,863 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
167,790 | $14,792,366 | 13.41% | |
| ABBV |
AbbVie Inc.
Healthcare
|
48,248 | $10,493,457 | 9.52% | |
| GNTX |
Gentex Corp
Consumer Cyclical
|
357,699 | $7,815,723 | 7.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,066 | $7,196,662 | 6.53% | |
| AAPL |
Apple Inc.
Technology
|
22,335 | $5,668,399 | 5.14% | |
| ABT |
Abbott Laboratories
Healthcare
|
44,809 | $4,600,540 | 4.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,418 | $4,044,186 | 3.67% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
252,100 | $4,003,348 | 3.63% | |
| MSFT |
Microsoft Corp
Technology
|
9,558 | $3,538,084 | 3.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,099 | $3,264,881 | 2.96% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,605,689 | 43,621 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,459,331 | 30,684 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,037,891 | 16,681 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,956,964 | 33,401 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $307,787 | 6,858 | Shares | Sole | 2025-04-21 | |
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