Well Done, LLC
Top Portfolio Positions
73 positions ·
$110,271,863 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
Holdings in CLF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,775 | 10,506 | Shares | Sole | 2026-04-14 | |
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