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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
CZAInvesco Exchange Traded Fd T
Recent Activity
0.32%
$1.709M
15,785 shares@ $108.29 avg price
SYKStryker Corporation
Recent Activity
0.32%
$1.708M
4,729 shares@ $361.27 avg price
IYEIshares Tr
Recent Activity
0.31%
$1.656M
35,740 shares@ $46.35 avg price
AIVLWisdomtree Tr
Recent Activity
0.3%
$1.611M
14,474 shares@ $111.3 avg price
EFAIshares Tr
Recent Activity
0.29%
$1.541M
18,426 shares@ $83.63 avg price
QQQInvesco Qqq Tr
Recent Activity
0.24%
$1.262M
2,586 shares@ $488.07 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
0.24%
$1.261M
2,980 shares@ $423.13 avg price
WTFCWintrust Finl Corp
Recent Activity
0.24%
$1.259M
11,599 shares@ $108.53 avg price
VWOVanguard Intl Equity Index F
Recent Activity
0.23%
$1.23M
25,707 shares@ $47.86 avg price
DGRWWisdomtree Tr
Recent Activity
0.22%
$1.18M
14,178 shares@ $83.21 avg price