Shakespeare Wealth Management, Inc. Incresed Positions in Q1 2025

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.6K
+ 2.79%
$44.41 - $45.98 $780K - $808K
647K $29.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.91K
+ 1.96%
$95.85 - $99.25 $566K - $586K
307K $30.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.21K
+ 0.77%
$59.28 - $66.1 $131K - $146K
290K $18.5M
EFG
Msci Eafe Growth ETF

ETFs
186
+ 0.11%
$96.1 - $106.37 $17.9K - $19.8K
168K $16.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.26K
+ 36.88%
$49.25 - $50.66 $357K - $368K
26.9K $1.34M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.14K
+ 0.87%
$179.71 - $192.06 $385K - $411K
249K $45.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.61K
+ 1.6%
$156.61 - $168.02 $409K - $438K
165K $26.5M
IEMG
Ishares Inc

ETFs
3.91K
+ 1.64%
N/A
242K $13M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
925
+ 2.81%
$47.39 - $54.26 $43.8K - $50.2K
33.8K $1.76M
DFAX
Dimensional ETF Tr
2.4K
+ 11.04%
$24.45 - $27.2 $58.6K - $65.1K
24.1K $630K
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.46%
$169.2 - $216.66 $1.52K - $1.95K
1.96K $411K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.71K
+ 9.56%
$32.42 - $36.13 $120K - $134K
42.5K $1.4M
OTIS
Otis Worldwide Corp

Industrials
8
+ 0.19%
$90.77 - $104.01 $726 - $832
4.16K $429K
ABT
Abbott Laboratories

Healthcare
6
+ 0.3%
$111.1 - $140.22 $667 - $841
2K $265K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$60.81 - $72.32 $60.8 - $72.3
3.82K $273K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.32%
$158.56 - $176.26 $2.22K - $2.47K
4.43K $754K
MA
Mastercard Inc

Financial Services
2
+ 0.4%
$504.67 - $576.31 $1.01K - $1.15K
501 $274K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.68%
$461.52 - $548.18 $1.38K - $1.64K
447 $234K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.84%
$554.06 - $615.85 $6.65K - $7.39K
1.45K $812K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13K
+ 8.54%
$80.73 - $94.96 $1.05M - $1.23M
165K $13.7M
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 1.05%
$190.26 - $242.06 $2.85K - $3.63K
1.44K $274K
PEP
Pepsico Inc

Consumer Defensive
18
+ 0.08%
$142.64 - $156.42 $2.57K - $2.82K
21.5K $3.22M
NVT
N Vent Electric PLC

Industrials
11
+ 0.23%
$52.42 - $75.4 $577 - $829
4.9K $256K
MSFT
Microsoft Corp

Technology
2
+ 0.11%
$375.39 - $447.2 $751 - $894
1.9K $712K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.09%
$237.01 - $304.45 $711 - $913
3.35K $797K
VBR
Vanguard Small Cap Value ETF

ETFs
4.66K
+ 4.63%
$183.02 - $207.75 $853K - $969K
105K $19.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
11.5K
+ 6.13%
$77.91 - $92.26 $894K - $1.06M
199K $15.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.95K
+ 1.91%
$333.37 - $384.99 $650K - $751K
104K $34.8M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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