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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
VIGVanguard Specialized Funds
Recent Activity
0.22%
$1.154M
5,829 shares@ $198.05 avg price
CATCaterpillar Inc
Recent Activity
0.21%
$1.14M
2,915 shares@ $391.13 avg price
HBANHuntington Bancshares Inc
Recent Activity
0.21%
$1.132M
77,035 shares@ $14.7 avg price
XOMExxon Mobil Corp
Recent Activity
0.2%
$1.088M
9,282 shares@ $117.22 avg price
IWMIshares Tr
Recent Activity
0.2%
$1.086M
4,919 shares@ $220.87 avg price
IWVIshares Tr
Recent Activity
0.2%
$1.042M
3,188 shares@ $326.73 avg price
MCDMcdonalds Corp
Recent Activity
0.2%
$1.039M
3,411 shares@ $304.52 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
0.19%
$996,396
13,344 shares@ $74.67 avg price
HDHome Depot Inc
Recent Activity
0.19%
$992,740
2,450 shares@ $405.2 avg price
IWRIshares Tr
Recent Activity
0.19%
$989,866
11,231 shares@ $88.14 avg price