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  Name: SHAKESPEARE WEALTH MANAGEMENT INC.
  City: Pewaukee
  State: WI
  Zip: 53072
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $344,855,000
  Total Value Change : $21,534,000
  Securities Held Change : 4
   
All Securities Held : 87
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 22
  Unchanged Positions : 27
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MA)1 Year Chart         MA MasterCard Inc A 77 New $444.77 $230,000 478 0.07% 230,000 478 0    Business Services
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 83 New $36.17 $216,000 5,801 0.06% 216,000 5,801 0.001    Domestic Regional Banks
   (LECO)1 Year Chart         LECO Lincoln Electric Holdings Inc 84 New $189.98 $207,000 812 0.06% 207,000 812 0.001    Machine Tools & Acces...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 85 New $57.31 $205,000 3,487 0.06% 205,000 3,487 0.001    Closed - End Fund - F...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 86 New $179.34 $203,000 1,128 0.06% 203,000 1,128 0    Internet Software & S...
   (DIS)1 Year Chart         DIS Walt Disney Co 87 New $103.33 $202,000 1,648 0.06% 202,000 1,648 0    Entertainment - Diver...

      6 Records Found
  1    
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