Shakespeare Wealth Management, Inc. Purchases in Q3 2025

Shakespeare Wealth Management, Inc.

  • $434 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
339K
New
$97.75 - $100.75 $33.1M - $34.1M
339K $33.9M
VOOV
Vanguard S&P 500 Value ETF

ETFs
10.3K
+ 3.93%
$187.97 - $199.47 $1.94M - $2.05M
272K $54.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
53.8K
+ 7.95%
$45.26 - $46.63 $2.44M - $2.51M
730K $33.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.67K
+ 3.32%
$164.63 - $174.58 $933K - $989K
176K $30.8M
VBR
Vanguard Small Cap Value ETF

ETFs
1.94K
+ 1.77%
$195.41 - $212.37 $379K - $412K
112K $23.3M
EFV
Msci Eafe Value ETF

ETFs
5.05K
+ 1.61%
$62.79 - $68.42 $317K - $345K
319K $21.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.86K
+ 2.83%
$87.69 - $96.0 $426K - $466K
176K $16.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
2K
New
$617.65 - $666.84 $1.23M - $1.33M
2K $1.33M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.86K
+ 1.89%
$87.07 - $93.06 $336K - $359K
208K $19M
EFG
Msci Eafe Growth ETF

ETFs
4.36K
+ 2.6%
$106.99 - $114.46 $467K - $499K
172K $19.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.87K
New
$108.97 - $121.65 $421K - $470K
3.87K $466K
QQQ
Invesco Qqq Trust, Series 1

ETFs
485
New
$546.99 - $602.2 $265K - $292K
485 $291K
WEC
Wec Energy Group, Inc.

Utilities
223
+ 0.88%
$103.66 - $114.59 $23.1K - $25.6K
25.6K $2.93M
TSLA
Tesla, Inc.

Consumer Cyclical
590
New
$293.94 - $444.72 $173K - $262K
590 $262K
NVDA
Nvidia Corp

Technology
313
+ 4.43%
$153.3 - $186.58 $48K - $58.4K
7.37K $1.38M
IWM
Ishares Russell 2000 ETF

ETFs
1.04K
New
$214.92 - $244.84 $223K - $254K
1.04K $250K
CAT
Caterpillar Inc

Industrials
520
New
$390.92 - $477.15 $203K - $248K
520 $248K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.12K
+ 6.76%
$36.04 - $38.78 $112K - $121K
49.2K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
New
$211.65 - $238.24 $224K - $253K
1.06K $232K
AVGO
Broadcom Inc.

Technology
682
New
$264.74 - $369.57 $181K - $252K
682 $224K
PLTR
Palantir Technologies Inc.

Technology
1.16K
New
$130.68 - $186.97 $151K - $217K
1.16K $211K
SOMC
Southern Michigan Bancorp Inc

Financial Services
8.4K
New
$21.0 - $25.0 $176K - $210K
8.4K $210K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.16K
New
$91.28 - $97.59 $197K - $211K
2.16K $207K
GOOGL
Alphabet Inc.

Communication Services
84
+ 4.2%
$174.36 - $254.72 $14.6K - $21.4K
2.09K $507K
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 0.4%
$282.78 - $316.06 $6.5K - $7.27K
5.8K $1.83M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.79%
$155.17 - $185.42 $3.88K - $4.64K
3.21K $594K
DFAX
Dimensional ETF Tr
1.54K
+ 6.01%
$29.25 - $31.56 $44.9K - $48.5K
27.1K $850K
CMA
Comerica Inc

Financial Services
31
+ 0.35%
$60.93 - $71.05 $1.89K - $2.2K
8.83K $605K
ABBV
Abb Vie Inc.

Healthcare
20
+ 1.41%
$184.85 - $231.54 $3.7K - $4.63K
1.44K $333K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
92
+ 0.28%
$48.5 - $50.19 $4.46K - $4.62K
33.1K $1.66M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.08%
$351.04 - $379.81 $351 - $380
1.23K $467K
AEP
American Electric Power CO Inc

Utilities
6
+ 0.23%
$103.26 - $115.0 $620 - $690
2.63K $296K
MA
Mastercard Inc

Financial Services
5
+ 1.0%
$550.18 - $598.96 $2.75K - $2.99K
506 $287K
CSCO
Cisco Systems, Inc.

Technology
38
+ 1.23%
$66.2 - $71.79 $2.52K - $2.73K
3.13K $214K
PG
Procter & Gamble CO

Consumer Defensive
51
+ 1.15%
$150.47 - $161.22 $7.67K - $8.22K
4.49K $689K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.13%
$288.69 - $310.94 $577 - $622
1.58K $464K
MAR
Marriott International Inc

Consumer Cyclical
15
+ 0.45%
$255.35 - $282.87 $3.83K - $4.24K
3.38K $880K
FIS
Fidelity National Information Services, Inc.

Technology
2
+ 0.06%
$63.37 - $82.35 $127 - $165
3.09K $203K
Activity Summary
Buys All Purchases 39 New Holdings 12 Increased Positions 27 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Shakespeare Wealth Management, Inc. Portfolio

Follow Shakespeare Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email