Shakespeare Wealth Management, Inc. Purchases in Q4 2024

Shakespeare Wealth Management, Inc.

  • $369 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
4.21K
New
$63.85 - $70.4 $269K - $296K
4.21K $273K
TGTX
Tg Therapeutics, Inc.

Healthcare
7.4K
New
$21.31 - $35.09 $158K - $260K
7.4K $222K
ASB
Associated Banc Corp

Financial Services
8.41K
New
$20.64 - $28.14 $174K - $237K
8.41K $200K
WFC
Wells Fargo & Company

Financial Services
130
+ 0.95%
$54.98 - $77.35 $7.15K - $10.1K
13.8K $972K
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 1.22%
$205.18 - $250.29 $15.4K - $18.8K
6.21K $1.49M
HBAN
Huntington Bancshares Inc

Financial Services
20
+ 0.02%
$14.18 - $18.2 $284 - $364
105K $1.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.21K
+ 14.17%
$71.75 - $75.11 $231K - $241K
25.9K $1.86M
NVDA
Nvidia Corp

Technology
230
+ 3.55%
$117.0 - $148.88 $26.9K - $34.2K
6.71K $900K
GOOGL
Alphabet Inc.

Communication Services
340
+ 19.69%
$161.86 - $196.66 $55K - $66.9K
2.07K $391K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.06%
$246.06 - $292.59 $492 - $585
3.35K $933K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.25K
+ 12.93%
$49.79 - $51.14 $112K - $115K
19.7K $986K
AMZN
Amazon Com Inc

Consumer Cyclical
162
+ 12.8%
$180.88 - $232.93 $29.3K - $37.7K
1.43K $313K
ABR
Arbor Realty Trust Inc

Real Estate
4.27K
New
$13.66 - $15.64 $58.4K - $66.8K
4.27K $59K
IEMG
Ishares Inc

ETFs
1.02K
+ 0.43%
N/A
238K $12.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
909
+ 2.4%
$33.92 - $36.6 $30.8K - $33.3K
38.8K $1.34M
FIS
Fidelity National Information Services, Inc.

Technology
614
+ 20.58%
$80.14 - $90.95 $49.2K - $55.8K
3.6K $290K
MSFT
Microsoft Corp

Technology
109
+ 6.1%
$406.35 - $454.46 $44.3K - $49.5K
1.9K $798K
IVW
Ishares S&P 500 Growth ETF

ETFs
12
+ 0.31%
$94.43 - $105.47 $1.13K - $1.27K
3.95K $400K
MA
Mastercard Inc

Financial Services
11
+ 2.25%
$491.3 - $536.15 $5.4K - $5.9K
499 $262K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
315
+ 1.46%
$61.68 - $67.87 $19.4K - $21.4K
21.9K $1.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.25K
+ 10.67%
$44.04 - $49.49 $99.2K - $112K
23.4K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.37%
$521.84 - $558.82 $2.09K - $2.24K
1.1K $589K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.9K
+ 199.98%
$22.01 - $66.82 $373K - $1.13M
25.4K $576K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.08%
$233.76 - $261.58 $234 - $262
1.19K $286K
AHH
Armada Hoffler Properties, Inc.

Real Estate
302
New
$10.06 - $11.26 $3.04K - $3.4K
302 $3K
APLE
Apple Hospitality Reit, Inc.

Real Estate
158
New
$14.68 - $16.32 $2.32K - $2.58K
158 $2K
AMH
American Homes 4 Rent

Real Estate
50
New
$35.02 - $39.25 $1.75K - $1.96K
50 $1K
ADC
Agree Realty Corp

Real Estate
17
New
$69.44 - $77.65 $1.18K - $1.32K
17 $1K
Encore Energy Corp
15.1K
New
N/A
15.1K $0
Raytheon Technologies CO
5
+ 0.06%
N/A
8.31K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.99K
+ 208.66%
$26.93 - $84.95 $242K - $764K
13.3K $363K
ABT
Abbott Laboratories

Healthcare
6
+ 0.3%
$111.93 - $119.39 $672 - $716
1.99K $225K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2.57K
+ 8.47%
$47.66 - $51.84 $122K - $133K
32.9K $1.58M
NVT
N Vent Electric PLC

Industrials
12
+ 0.25%
$67.69 - $79.19 $812 - $950
4.89K $333K
DFAX
Dimensional ETF Tr
934
+ 4.5%
$24.76 - $27.04 $23.1K - $25.3K
21.7K $539K
AEP
American Electric Power CO Inc

Utilities
6
+ 0.23%
$90.91 - $102.21 $545 - $613
2.63K $242K
UNH
Unitedhealth Group Inc

Healthcare
9
+ 2.07%
$485.52 - $625.25 $4.37K - $5.63K
444 $224K
ABBV
Abb Vie Inc.

Healthcare
39
+ 2.04%
$164.99 - $203.87 $6.43K - $7.95K
1.95K $347K
KO
Coca Cola CO

Consumer Defensive
23
+ 0.61%
$61.74 - $71.71 $1.42K - $1.65K
3.82K $237K
JNJ
Johnson & Johnson

Healthcare
15
+ 0.41%
$143.34 - $165.86 $2.15K - $2.49K
3.66K $529K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.2K
+ 100.0%
$18.41 - $40.87 $317K - $703K
34.4K $636K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.17K
+ 3.73%
$33.93 - $38.37 $73.7K - $83.3K
60.5K $2.08M
FNDX
Schwab Fundamental U S Large C

ETFs
118K
+ 187.14%
$23.49 - $71.77 $2.77M - $8.46M
181K $4.29M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.1K
+ 2.63%
$44.87 - $46.86 $722K - $754K
629K $28.2M
EFV
Msci Eafe Value ETF

ETFs
17.8K
+ 5.91%
$51.78 - $57.15 $922K - $1.02M
319K $16.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
16.8K
+ 3.89%
$26.18 - $28.77 $439K - $482K
448K $11.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.78K
+ 2.31%
$96.64 - $101.23 $655K - $686K
301K $29.2M
EFG
Msci Eafe Growth ETF

ETFs
7.07K
+ 4.39%
$96.83 - $106.88 $685K - $756K
168K $16.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.58K
+ 2.7%
$60.13 - $67.31 $456K - $510K
288K $17.5M
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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