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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
DHRDanaher Corporation
Recent Activity
0.19%
$987,249
3,551 shares@ $278.02 avg price
NVDANvidia Corporation
Recent Activity
0.19%
$984,806
8,110 shares@ $121.44 avg price
MGKVanguard World Fd
Recent Activity
0.18%
$978,728
3,040 shares@ $321.95 avg price
ACWVIshares Inc
Recent Activity
0.18%
$970,017
8,470 shares@ $114.53 avg price
FXRFirst Tr Exchange Traded Fd
Recent Activity
0.17%
$919,348
12,135 shares@ $75.77 avg price
RPVInvesco Exchange Traded Fd T
Recent Activity
0.17%
$916,498
10,307 shares@ $88.92 avg price
DGRSWisdomtree Tr
Recent Activity
0.16%
$860,242
16,694 shares@ $51.54 avg price
DEDeere & Co
Recent Activity
0.16%
$834,827
2,001 shares@ $417.21 avg price
BIBLNorthern Lts Fd Tr Iv
Recent Activity
0.16%
$831,742
20,451 shares@ $40.67 avg price
ETNEaton Corp Plc
Recent Activity
0.16%
$831,252
2,508 shares@ $331.45 avg price