Well Done, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-changing world of finance, it's crucial to stay on top of the latest market trends and investment strategies. One way to do this is by analyzing the 13F filings, which reveal the holdings of various funds and institutions. In this article, we'll take a closer look at the Q3 2023 vs. Q4 2023 13F holdings comparison of Well Done, LLC.

Well Done, LLC is a prominent investment firm that manages a diverse portfolio of assets. By examining their 13F filings, we can gain valuable insights into their investment strategies and the changes they have made over the course of the quarter.

Let's dive into the data and uncover the key takeaways from the Q3 2023 vs. Q4 2023 13F holdings comparison of Well Done, LLC:

1. BERKSHIRE HATHAWAY INC DEL (BRK-A)

- Q3 2023 Holdings: 118 shares

- Q4 2023 Holdings: 118 shares

- Chg %: 2.1%

Well Done, LLC maintained their holdings in Berkshire Hathaway Inc Del, with no significant change in the number of shares.

2. ISHARES TR (IVV)

- Q3 2023 Holdings: 100,589 shares

- Q4 2023 Holdings: 98,953 shares

- Chg %: 9.4%

Well Done, LLC reduced their holdings in iShares TR, with a 9.4% decrease in the number of shares.

3. ISHARES TR (QUAL)

- Q3 2023 Holdings: 288,316 shares

- Q4 2023 Holdings: 281,337 shares

- Chg %: 8.9%

Well Done, LLC also decreased their holdings in iShares TR (QUAL), with an 8.9% decrease in the number of shares.

4. ISHARES TR (MTUM)

- Q3 2023 Holdings: 136,160 shares

- Q4 2023 Holdings: 126,516 shares

- Chg %: 4.4%

Well Done, LLC reduced their holdings in iShares TR (MTUM), with a 4.4% decrease in the number of shares.

5. VOXX INTL CORP (VOXX)

- Q3 2023 Holdings: 173,808 shares

- Q4 2023 Holdings: 1,742,558 shares

- Chg %: 1,241.8%

Well Done, LLC significantly increased their holdings in Voxx Intl Corp, with a staggering 1,241.8% increase in the number of shares.

6. ISHARES TR (USMV)

- Q3 2023 Holdings: 238,856 shares

- Q4 2023 Holdings: 229,589 shares

- Chg %: 3.6%

Well Done, LLC slightly reduced their holdings in iShares TR (USMV), with a 3.6% decrease in the number of shares.

7. ISHARES TR (VLUE)

- Q3 2023 Holdings: 169,189 shares

- Q4 2023 Holdings: 162,454 shares

- Chg %: 7.1%

Well Done, LLC also decreased their holdings in iShares TR (VLUE), with a 7.1% decrease in the number of shares.

8. BERKSHIRE HATHAWAY INC DEL (BRK-B)

- Q3 2023 Holdings: 37,496 shares

- Q4 2023 Holdings: 39,300 shares

- Chg %: 6.7%

Well Done, LLC increased their holdings in Berkshire Hathaway Inc Del (BRK-B), with a 6.7% increase in the number of shares.

9. GENTEX CORP (GNTX)

- Q3 2023 Holdings: 521,488 shares

- Q4 2023 Holdings: 401,226 shares

- Chg %: -22.8%

Well Done, LLC significantly reduced their holdings in Gentex Corp, with a notable 22.8% decrease in the number of shares.

10. ISHARES TR (DGRO)

- Q3 2023 Holdings: 228,729 shares

- Q4 2023 Holdings: 221,839 shares

- Chg %: 5.4%

Well Done, LLC slightly reduced their holdings in iShares TR (DGRO), with a 5.4% decrease in the number of shares.

These are just a few examples of the changes in holdings made by Well Done, LLC in the Q3 2023 vs. Q4 2023 period. By examining these 13F filings, investors can gain insights into the investment strategies of successful firms and make informed decisions for their own portfolios.

Please note that this article is for informational purposes only and should not be considered as financial advice. Always consult with a professional financial advisor or conduct thorough research before making any investment decisions.

Overall, Well Done, LLC made some interesting changes to their holdings in the Q3 2023 vs. Q4 2023 period, with both increases and decreases observed. It will be intriguing to see how these changes reflect in the performance of their portfolio in the future. Keep an eye on the 13F filings for further updates on Well Done, LLC's investment strategies.