Shakespeare Wealth Management, Inc. Reduced Holdings in Q4 2024

Shakespeare Wealth Management, Inc.

  • $369 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOOV
Vanguard S&P 500 Value ETF

ETFs
-990
- 0.4%
$184.21 - $199.29 $182K - $197K
247K $45.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.57K
- 2.15%
$160.89 - $176.18 $574K - $629K
163K $26.3M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.85K
- 2.75%
$197.36 - $217.3 $562K - $618K
101K $19.9M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.99K
- 1.93%
$89.9 - $100.66 $269K - $301K
152K $13.7M
DWM
Wisdomtree Tr

ETFs
-7.93K
- 15.04%
$52.54 - $57.11 $417K - $453K
44.8K $2.36M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-4.81K
- 25.94%
$62.71 - $68.47 $302K - $329K
13.7K $864K
PEP
Pepsico Inc

Consumer Defensive
-31
- 0.14%
$151.29 - $176.1 $4.69K - $5.46K
21.5K $3.26M
FNDC
Schwab Fundamental Intl Small

ETFs
-4.22K
- 7.66%
$33.92 - $38.03 $143K - $161K
50.9K $1.74M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-645
- 0.34%
$86.65 - $94.9 $55.9K - $61.2K
187K $16.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.3K
- 70.47%
$57.29 - $63.1 $189K - $208K
1.38K $79K
CSL
Carlisle Companies Inc

Industrials
-145
- 8.52%
$368.67 - $480.91 $53.5K - $69.7K
1.56K $573K
SHW
Sherwin Williams CO

Basic Materials
-157
- 8.67%
$338.75 - $399.71 $53.2K - $62.8K
1.65K $562K
CARR
Carrier Global Corp

Industrials
-45
- 0.54%
$66.69 - $82.65 $3K - $3.72K
8.29K $565K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-388
- 6.7%
$278.19 - $315.36 $108K - $122K
5.41K $1.56M
WEC
Wec Energy Group, Inc.

Utilities
-173
- 0.67%
$92.94 - $101.82 $16.1K - $17.6K
25.6K $2.4M
UPS
United Parcel Service Inc

Industrials
-186
- 4.36%
$122.65 - $138.35 $22.8K - $25.7K
4.08K $514K
VEA
Vanguard Ftse Developed Market

ETFs
-200
- 1.78%
$47.57 - $52.44 $9.51K - $10.5K
11K $527K
PH
Parker Hannifin Corp

Industrials
-102
- 8.03%
$621.74 - $709.46 $63.4K - $72.4K
1.17K $742K
STE
Steris PLC

Healthcare
-1
- 0.06%
$204.34 - $235.7 $204 - $236
1.55K $317K
IWN
Ishares Russell2000 Val ETF

ETFs
-125
- 1.31%
$162.69 - $181.35 $20.3K - $22.7K
9.43K $1.55M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.04K
- 3.93%
$40.82 - $45.39 $42.5K - $47.2K
25.4K $1.06M
MBWM
Mercantile Bank Corp

Financial Services
-1.19K
- 8.62%
$41.26 - $51.16 $48.9K - $60.6K
12.6K $559K
IVV
Ishares Core S&P 500 ETF

ETFs
-97
- 6.34%
$570.51 - $610.59 $55.3K - $59.2K
1.43K $844K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-473
- 4.86%
$27.8 - $30.33 $13.1K - $14.3K
9.26K $258K
FVD
First Tr Value Line Divid Inde

ETFs
-152
- 1.16%
$43.4 - $46.7 $6.6K - $7.1K
12.9K $564K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 0.72%
$161.05 - $179.7 $5.15K - $5.75K
4.42K $740K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-330
- 0.88%
$40.15 - $42.9 $13.2K - $14.2K
37K $1.49M
PNR
Pentair PLC

Industrials
-114
- 2.36%
$95.0 - $109.21 $10.8K - $12.4K
4.71K $473K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-31
- 0.23%
$121.89 - $135.52 $3.78K - $4.2K
13.3K $1.66M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.02K
- 6.3%
$116.4 - $138.52 $118K - $141K
15.1K $1.92M
HON
Honeywell International Inc

Industrials
-72
- 2.97%
$202.84 - $236.0 $14.6K - $17K
2.35K $530K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.45K
- 1.77%
$38.88 - $44.07 $56.2K - $63.7K
80.3K $3.31M
AAPL
Apple Inc.

Technology
-138
- 1.36%
$221.69 - $259.02 $30.6K - $35.7K
10K $2.51M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1.72K
- 1.65%
$340.59 - $380.5 $584K - $653K
102K $37.3M
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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