Holdings
Shakespeare Wealth Management, LLC
As of Jun 30, 2026, Shakespeare Wealth Management, LLC reported 35 positions worth US$27.9M. Largest: Wec Energy Group, Inc., Apple Inc and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Wec Energy Group, Inc. | 25,877 | US$3.02M | +525 | Jun 30, 2026 |
| Apple Inc | 10,430 | US$3.02M | +631 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 5,821 | US$1.91M | −51 | Jun 30, 2026 |
| Huntington Bancshares Incorporated | 98,749 | US$1.75M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,250 | US$1.52M | +2,086 | Jun 30, 2026 |
| Nvidia Corporation | 7,561 | US$1.51M | −73 | Jun 30, 2026 |
| Rtx Corporation | 7,797 | US$1.48M | new | Jun 30, 2026 |
| Marriott International | 3,386 | US$1.25M | +2 | Jun 30, 2026 |
| Parker-hannifin Corporation | 1,096 | US$1.07M | no change | Jun 30, 2026 |
| Choiceone Financial Services, Inc. | 27,198 | US$925K | no change | Jun 30, 2026 |