Shakespeare Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Predictive Technology Gr | $0 | 0.0% |
| COCA COLA CO | $200.5K | 0.0% |
| Southern Mich Bancp | $201.7K | 0.0% |
| GE Aerospace | $202.5K | 0.0% |
| S&P Midcap Growth Fund | $209.3K | 0.0% |
| Palantir Technologies Inc | $215.6K | 0.0% |
| ASSOCIATED BANC-CORP | $217.1K | 0.0% |
| TG Therapeutics Inc | $218.1K | 0.0% |
| Magna Intl Inc Cl A Vtgf | $220.7K | 0.0% |
| Broadcom Inc. | $227.4K | 0.1% |
| Alphabet Inc. | $232.2K | 0.1% |
| iShares Russell 2000 | $255.1K | 0.1% |
| Tesla Inc | $257.7K | 0.1% |
| ABBOTT LABORATORIES | $259.5K | 0.1% |
| Amazon.com Inc | $271.4K | 0.1% |
| CISCO SYSTEMS, INC. | $272.9K | 0.1% |
| FIFTH THIRD BANCORP | $278.4K | 0.1% |
| Merck & Co., Inc. | $283.4K | 0.1% |
| Mastercard Inc | $288.9K | 0.1% |
| Vanguard Extended Market | $294.4K | 0.1% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $296.0K | 0.1% |
| CATERPILLAR INC | $297.9K | 0.1% |
| Vanguard Small Cap | $301.4K | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $303.6K | 0.1% |
| Vanguard Div Apprciation | $304.0K | 0.1% |
| Schwab US Large Cap Etf | $318.4K | 0.1% |
| Nasdaq 100 Shares | $339.1K | 0.1% |
| Yum China Holdings, Inc.YUMC | $346.8K | 0.1% |
| Schwab US Dividend | $354.6K | 0.1% |
| Otis Worldwide Corp | $361.8K | 0.1% |
| KEYCORP /NEW | $374.0K | 0.1% |
| STERIS plc | $376.2K | 0.1% |
| Warren E. Buffett | $398.1K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $408.0K | 0.1% |
| United Parcel Service Inc | $410.3K | 0.1% |
| iShares S&P 500 Value | $428.0K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $430.0K | 0.1% |
| CARRIER GLOBAL Corp | $437.8K | 0.1% |
| iShares Russell 3000 | $457.6K | 0.1% |
| AbbVie Inc. | $459.4K | 0.1% |
| CARLISLE COMPANIES INC | $462.5K | 0.1% |
| iShares S&P 500 Growth | $466.7K | 0.1% |
| PENTAIR plc | $474.9K | 0.1% |
| nVent Electric plc | $487.2K | 0.1% |
| SHERWIN WILLIAMS CO | $496.4K | 0.1% |
| ALLIANT ENERGY CORP | $502.8K | 0.1% |
| First Trust Value Line Dividend | $554.3K | 0.1% |
| Mercantile Bank Corporation | $556.7K | 0.1% |
| PROCTER & GAMBLE Co | $630.3K | 0.1% |
| Vanguard Ftse Developed | $646.1K | 0.1% |