Shakespeare Wealth Management, Inc. Incresed Positions in Q3 2025

Shakespeare Wealth Management, Inc.

  • $434 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
AAPL
Apple Inc.

Technology
159
+ 1.61%
$202.38 - $256.87 $32.2K - $40.8K
10K $2.55M
WEC
Wec Energy Group, Inc.

Utilities
223
+ 0.88%
$103.66 - $114.59 $23.1K - $25.6K
25.6K $2.93M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.12K
+ 6.76%
$36.04 - $38.78 $112K - $121K
49.2K $1.9M
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
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