Shakespeare Wealth Management, Inc. Reduced Holdings in Q2 2025

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-1.38K
- 6.45%
$128.02 - $151.37 $177K - $209K
20.1K $2.65M
DWM
Wisdomtree Tr

ETFs
-12.4K
- 29.61%
$52.06 - $63.91 $647K - $795K
29.6K $1.88M
MRK
Merck & Co., Inc.

Healthcare
-2.72K
- 49.52%
$73.47 - $87.12 $199K - $237K
2.77K $219K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-6.88K
- 20.34%
$46.22 - $57.51 $318K - $396K
26.9K $1.55M
AAPL
Apple Inc.

Technology
-14
- 0.14%
$172.42 - $223.89 $2.41K - $3.13K
9.86K $2.02M
ABBV
Abb Vie Inc.

Healthcare
-544
- 27.71%
$170.16 - $206.27 $92.6K - $112K
1.42K $263K
LNT
Alliant Energy Corp

Utilities
-1.52K
- 16.41%
$58.79 - $64.85 $89.2K - $98.4K
7.73K $467K
JNJ
Johnson & Johnson

Healthcare
-483
- 13.18%
$146.36 - $159.82 $70.7K - $77.2K
3.18K $485K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.53K
- 6.68%
$72.02 - $73.82 $110K - $113K
21.4K $1.57M
IEMG
Ishares Inc

ETFs
-1.6K
- 0.66%
N/A
241K $12.9M
KO
Coca Cola CO

Consumer Defensive
-983
- 25.73%
$68.37 - $73.9 $67.2K - $72.6K
2.84K $200K
ADP
Automatic Data Processing Inc

Industrials
-160
- 9.19%
$276.76 - $326.81 $44.3K - $52.3K
1.58K $487K
FIS
Fidelity National Information Services, Inc.

Technology
-484
- 13.57%
$68.14 - $82.13 $33K - $39.8K
3.08K $250K
FVD
First Tr Value Line Divid Inde

ETFs
-140
- 1.08%
$40.62 - $45.12 $5.69K - $6.32K
12.8K $571K
KEY
Keycorp

Financial Services
-42
- 0.23%
$13.23 - $17.42 $556 - $732
18.1K $315K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.1K
- 8.79%
$59.57 - $75.11 $65.3K - $82.4K
11.4K $854K
IWV
Ishares Russell 3000 ETF

ETFs
-30
- 2.38%
$281.67 - $351.0 $8.45K - $10.5K
1.23K $432K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-6
- 0.05%
$103.88 - $123.68 $623 - $742
12.8K $1.59M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-376
- 1.54%
$33.13 - $40.67 $12.5K - $15.3K
24K $975K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-308
- 0.84%
$35.77 - $42.27 $11K - $13K
36.4K $1.54M
FNDC
Schwab Fundamental Intl Small

ETFs
-4.54K
- 10.11%
$32.97 - $42.05 $150K - $191K
40.4K $1.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-84
- 0.4%
$51.16 - $62.02 $4.3K - $5.21K
21K $1.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-6.83K
- 11.91%
$32.41 - $42.59 $221K - $291K
50.6K $2.15M
META
Meta Platforms, Inc.

Communication Services
-17
- 1.34%
$484.66 - $738.09 $8.24K - $12.5K
1.25K $924K
JPM
Jpmorgan Chase & CO

Financial Services
-54
- 0.93%
$210.28 - $289.91 $11.4K - $15.7K
5.78K $1.67M
VTI
Vanguard Total Stock Market Et

ETFs
-36
- 0.24%
$243.75 - $303.93 $8.78K - $10.9K
14.8K $4.5M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-2.16K
- 3.02%
$33.86 - $45.77 $73.2K - $99K
69.3K $3.17M
EFG
Msci Eafe Growth ETF

ETFs
-644
- 0.38%
$89.8 - $112.0 $57.8K - $72.1K
168K $18.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-989
- 0.34%
$57.14 - $72.68 $56.5K - $71.9K
289K $21M
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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