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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
JPMJpmorgan Chase & Co.
Recent Activity
0.44%
$2.394M
11,353 shares@ $210.85 avg price
PGProcter And Gamble Co
Recent Activity
0.44%
$2.357M
13,607 shares@ $173.2 avg price
WPMWheaton Precious Metals Corp
Recent Activity
0.43%
$2.328M
38,108 shares@ $61.08 avg price
IJHIshares Tr
Recent Activity
0.42%
$2.251M
36,115 shares@ $62.32 avg price
MIYBlackrock Muniyield Mich Qu
Recent Activity
0.39%
$2.118M
176,360 shares@ $12.02 avg price
DONWisdomtree Tr
Recent Activity
0.39%
$2.092M
40,917 shares@ $51.13 avg price
VOEVanguard Index Fds
Recent Activity
0.34%
$1.857M
11,074 shares@ $167.67 avg price
JNJJohnson & Johnson
Recent Activity
0.33%
$1.78M
10,984 shares@ $162.06 avg price
SOFISofi Technologies Inc
Recent Activity
0.33%
$1.765M
224,580 shares@ $7.87 avg price
DNLWisdomtree Tr
Recent Activity
0.32%
$1.726M
43,801 shares@ $39.4 avg price