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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
22
1
2
0
0
0
15
0
2
WELL DONE LLC

Time Period2019-06-30

Total Holdings145

Total Value ($x1000)428,060
Activities
New11

Increased65

Unchanged30

Decreased39

Sold Out11

Top 10 Stock Holdingstotal 49.16%
BRK.A9.44

MTUM6.39

QUAL5.87

GNTX5.63

VLUE4.8

 
USMV4.72

IVV4.16

IJR2.88

BRK.B2.71

XMLV2.56

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.A
9.44%
CL A
MTUM
6.39%
MSCI USAMOMFCT
QUAL
5.87%
MSCI USA QLT FAC
GNTX
5.63%
COM
VLUE
4.8%
MSCI USAVALFCT
USMV
4.72%
USA MIN VOL ETF
IVV
4.16%
CORE S&P500 ETF
IJR
2.88%
CORE S&P SCP ETF
BRK.B
2.71%
CL B NEW
XMLV
2.56%
S&P MIDCP LOW
INTF
2.43%
FCTSL MSCI INT
IJH
2.09%
CORE S&P MCP ETF
IEMG
1.85%
CORE MSCI EMKT
EFAV
1.79%
EAFE MIN VOL ETF
EEMV
1.7%
EM MK MINVOL ETF
ACWV
1.66%
CNTRY MIN VL ETF
MCBC
1.64%
COM
VOE
1.5%
MCAP VL IDXVIP
RPG
1.39%
S&P500 PUR GWT
SPY
1.36%
TR UNIT
XSLV
1.27%
S&P SMLCP LOW
DGRO
1.2%
CORE DIV GRWTH
RPV
1.18%
S&P500 PUR VAL
CZA
1.13%
ZACKS MID CAP
ABT
1.12%
COM
ABBV
1.05%
COM
CHFC
0.92%
COM
SPHQ
0.9%
S&P500 QUALITY
IQLT
0.89%
INTL DEV QL FC
RSP
0.85%
S&P500 EQL WGT
DON
0.84%
MIDCAP DIVI FD
DTN
0.81%
DIV EX-FINL FD
ACWI
0.79%
MSCI ACWI ETF
IWF
0.69%
RUS 1000 GRW ETF
RZG
0.68%
S&P SML600 GWT
MIY
0.67%
COM
COMT
0.62%
COMMOD SEL STG
BSCK
0.6%
BULSHS 2020 CB
SCHE
0.59%
EMRG MKTEQ ETF
BSCL
0.58%
BULSHS 2021 CB
ITOT
0.51%
CORE S&P TTL STK
CL
0.5%
COM
EFA
0.48%
MSCI EAFE ETF
IAU
0.41%
ISHARES
MLHR
0.41%
COM
VOO
0.41%
SHS
DWM
0.4%
DEFA FD
VTV
0.39%
VALUE ETF
JNJ
0.38%
COM
EUSA
0.37%
MSCI USA ETF
VHT
0.35%
HEALTH CAR ETF
DIM
0.33%
INTL MIDCAP DV
IVLU
0.32%
DEV VAL FACTOR
PG
0.32%
COM
SCHV
0.31%
US LCAP VA ETF
SCHG
0.27%
US LCAP GR ETF
EFV
0.25%
EAFE VALUE ETF
MSFT
0.25%
COM
IDV
0.24%
INTL SEL DIV ETF
XOM
0.23%
COM
AAPL
0.22%
COM
JPM
0.22%
COM
IWN
0.21%
RUS 2000 VAL ETF
LRGF
0.21%
FCTSLC MSCI US
VT
0.2%
TT WRLD ST ETF
SDOG
0.2%
SECTR DIV DOGS
ACWX
0.19%
MSCI ACWI US ETF
VIG
0.18%
DIV APP ETF
HBAN
0.18%
COM
ITA
0.17%
U.S. AER&DEF ETF
IGV
0.17%
NA TEC-SFTWR ETF
IHI
0.17%
U.S. MED DVC ETF
MMM
0.16%
COM
SCHA
0.16%
US SML CAP ETF
VWO
0.16%
FTSE EMR MKT ETF
IYC
0.16%
U.S. CNSM SV ETF
RFG
0.16%
S&P MDCP400 PR
XAR
0.16%
AEROSPACE DEF
IAI
0.15%
U.S. BR-DEAL ETF
V
0.15%
COM CL A
XLK
0.15%
TECHNOLOGY
XSW
0.15%
COMP SOFTWARE
DLN
0.15%
LARGECAP DIVID
MTK
0.15%
MORGAN TECH ETF
XHE
0.15%
HLTH CR EQUIP
RDS/A
0.14%
SPONS ADR A
IHF
0.14%
US HLTHCR PR ETF
SYK
0.14%
COM
SSFN
0.14%
COM
AOK
0.14%
CONSER ALLOC ETF
QQQ
0.13%
UNIT SER 1
VZ
0.13%
COM
HON
0.13%
COM
SPLV
0.13%
S&P500 LOW VOL
FB
0.13%
CL A
DGS
0.11%
EMG MKTS SMCAP
WFC
0.1%
COM
ADP
0.1%
COM
PHG
0.09%
NY REG SH NEW
NEE
0.09%
COM
AMJ
0.09%
ALERIAN ML ETN
SHY
0.09%
1-3 YR TR BD ETF
BAC
0.09%
COM
DVEM
0.09%
EMERG MKTS DIV
MGK
0.08%
MEGA GRWTH IND
DNL
0.08%
GLB EX US GRWTH
IBM
0.08%
COM
ESG
0.08%
STOX ESG INDEX
KLD
0.08%
USA ESG SLCT ETF
T
0.08%
COM
GOOG
0.07%
CAP STK CL C
ESGG
0.07%
STOX GLB INDEX
IEFA
0.07%
CORE MSCI EAFE
CSCO
0.07%
COM
ISCF
0.07%
MSCI INT SMLCP
PYPL
0.07%
COM
IQDF
0.07%
INTL QLTDV IDX
CVX
0.06%
COM
GLD
0.06%
GOLD SHS
XLE
0.06%
SBI INT-ENERGY
ACN
0.06%
SHS CLASS A
FITB
0.06%
COM
AMZN
0.06%
COM
SMLF
0.06%
MSCI USA SMLCP
MRK
0.06%
COM
SBUX
0.06%
COM
AGG
0.06%
CORE TOTUSBD ETF
HD
0.06%
COM
IWR
0.06%
RUS MID-CAP ETF
MOO
0.06%
AGRIBUSINESS ETF
IEF
0.05%
7-10 Y TR BD ETF
IGF
0.05%
GLB INFRASTR ETF
MBWM
0.05%
COM
IWP
0.05%
RUS MD CP GR ETF
ETN
0.05%
SHS
HOMB
0.05%
COM
PNC
0.05%
COM
IWM
0.05%
RUSSELL 2000 ETF
KO
0.05%
COM
RFV
0.05%
S&P MDCP400 VL
GOOGL
0.05%
CAP STK CL A
NUM
0.04%
COM
GE
0.03%
COM
NOK
0.02%
SPONSORED ADR
FPI
0.02%
COM
ALTR
0.47%
CL A
SOXX
0.23%
PHLX SEMICND ETF
SUI
0.19%
COM
BSCJ
0.17%
BULSHS 2019 CB
DWDP
0.08%
COM
QABA
0.08%
UT COM SHS ETF
GUNR
0.08%
MORNSTAR UPSTR
GSEW
0.05%
EQUAL WEIGHT US
BK
0.05%
COM
BABA
0.05%
SPONSORED ADS
AKS
0.01%
COM