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Rhonda Carter

@Well Done, Llc

Latest period2024 - Q4ReportedManaged Assets$546.401MTotal holdings178
Assets growth rate-0.15%Assets growth rate (2-Q avg)6.78%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Well Done, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Well Done, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 546.401M in assets, with a quarterly growth rate of -0.15% and a 2-quarter average growth rate of 6.78%. The portfolio is managed by Rhonda Carter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABBVAbbvie Inc
Recent Activity
1.8%
$9.796M
49,605 shares@ $197.48 avg price
IAUIshares Gold Tr
Recent Activity
1.45%
$7.896M
158,873 shares@ $49.7 avg price
ITOTIshares Tr
Recent Activity
1.39%
$7.586M
60,387 shares@ $125.62 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
1.38%
$7.493M
41,821 shares@ $179.16 avg price
EFAVIshares Tr
Recent Activity
1.34%
$7.312M
95,333 shares@ $76.7 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
1.26%
$6.846M
101,767 shares@ $67.27 avg price
QVALEa Series Trust
Recent Activity
1.17%
$6.381M
138,314 shares@ $46.14 avg price
AAPLApple Inc
Recent Activity
1.1%
$5.979M
25,664 shares@ $233.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
1.07%
$5.803M
10,115 shares@ $573.72 avg price
EEMVIshares Inc
Recent Activity
1.07%
$5.799M
92,496 shares@ $62.7 avg price