Drucker Wealth 3.0, LLC Portfolio Holdings

Drucker Wealth 3.0, LLC

  • $454 Billion
  • Q1 2025

Drucker Wealth 3.0, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $454 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $45.5B, Vanguard Bd Index Fd Inc Total with a value of $30B, Vanguard Dividend Appreciation with a value of $18.5B, Vanguard Small Cap ETF with a value of $17.8B, and Vanguard Total Stock Market Et with a value of $16.7B.

Examining the 13F form we can see an increase of $20.9B in the current position value, from $433B to 454B.

Drucker Wealth 3.0, LLC is based out at Woodcliff Lake, NJ

Below you can find more details about Drucker Wealth 3.0, LLC portfolio as well as his latest detailed transactions.

Portfolio value $454 Billion
ETFs: $247 Billion
Technology: $42.6 Billion
Financial Services: $34.2 Billion
Communication Services: $21.7 Billion
Healthcare: $21.2 Billion
Consumer Cyclical: $19 Billion
Consumer Defensive: $14.6 Billion
Utilities: $14 Billion
Other: $30.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.5 Billion 10.02% of portfolio
88,551
Q1 2025 Added 37.25%
$0
$30 Billion 6.59% of portfolio
407,774
Q1 2025 Added 82.12%
$0
$18.5 Billion 4.07% of portfolio
95,270
Q1 2025 Added 55.97%
$0
$17.8 Billion 3.91% of portfolio
80,137
Q1 2025 Added 70.1%
$0
$16.7 Billion 3.68% of portfolio
60,849
Q1 2025 Reduced 13.7%
$0
$16.7 Billion 3.68% of portfolio
129,543
Q1 2025 Reduced 21.4%
$0
$13.8 Billion 3.04% of portfolio
271,573
Q1 2025 Added 1.96%
$0
$11.9 Billion 2.61% of portfolio
21,899
Q1 2025 Added 37.82%
$0
$9.03 Billion 1.99% of portfolio
34,920
Q1 2025 Added 43.04%
$0
$8.53 Billion 1.88% of portfolio
111,067
Q1 2025 Reduced 3.17%
$0
$8.38 Billion 1.84% of portfolio
48,519
Q1 2025 Added 12.23%
$0
$8.21 Billion 1.81% of portfolio
111,363
Q1 2025 Reduced 0.58%
$0
$6.39 Billion 1.41% of portfolio
141,080
Q1 2025 Reduced 12.04%
$0
$6.34 Billion 1.4% of portfolio
17,108
Q1 2025 Reduced 24.15%
$0
$4.38 Billion 0.96% of portfolio
89,643
Q1 2025 Reduced 22.29%
$0
$3.71 Billion 0.82% of portfolio
6,640
Q1 2025 Added 4.88%
$0
$1.75 Billion 0.38% of portfolio
14,310
Q1 2025 Added 12.5%
$0
$1.45 Billion 0.32% of portfolio
18,460
Q1 2025 Reduced 26.11%
$0
$1.42 Billion 0.31% of portfolio
15,697
Q1 2025 Reduced 44.03%
$0
$1.23 Billion 0.27% of portfolio
19,822
Q1 2025 Reduced 18.11%
$0
$986 Million 0.22% of portfolio
18,720
Q1 2025 Added 30.64%
$0
$931 Million 0.2% of portfolio
15,585
Q1 2025 New
$0
$845 Million 0.19% of portfolio
11,164
Q1 2025 Reduced 19.64%
$0
$819 Million 0.18% of portfolio
20,097
Q1 2025 Added 42.04%
$0
$643 Million 0.14% of portfolio
23,154
Q1 2025 New
$0
$643 Million 0.14% of portfolio
4,006
Q1 2025 Reduced 3.03%
$0
$570 Million 0.13% of portfolio
7,443
Q1 2025 Reduced 31.46%
$0
$538 Million 0.12% of portfolio
11,781
Q1 2025 Reduced 47.83%
$0
$547 Million 0.12% of portfolio
11,822
Q1 2025 Reduced 42.52%
$0
$560 Million 0.12% of portfolio
10,945
Q1 2025 Reduced 16.89%
$0
$508 Million 0.11% of portfolio
1,083
Q1 2025 Added 66.62%
$0
$522 Million 0.11% of portfolio
7,418
Q1 2025 Reduced 32.75%
$0
$462 Million 0.1% of portfolio
4,674
Q1 2025 Reduced 46.27%
$0
$452 Million 0.1% of portfolio
2,426
Q1 2025 Reduced 3.08%
$0
$442 Million 0.1% of portfolio
3,512
Q1 2025 Reduced 0.26%
$0
$450 Million 0.1% of portfolio
8,810
Q1 2025 Added 53.97%
$0
$355 Million 0.08% of portfolio
632
Q1 2025 Reduced 13.42%
$0
$341 Million 0.08% of portfolio
1,969
Q1 2025 Reduced 14.35%
$0
$361 Million 0.08% of portfolio
1,001
Q1 2025 Reduced 6.19%
$0
$382 Million 0.08% of portfolio
5,813
Q1 2025 Reduced 27.24%
$0
$320 Million 0.07% of portfolio
13,832
Q1 2025 Added 52.33%
$0
$328 Million 0.07% of portfolio
1,902
Q1 2025 New
$0
$339 Million 0.07% of portfolio
5,480
Q1 2025 Reduced 0.58%
$0
$264 Million 0.06% of portfolio
2,164
Q1 2025 Reduced 3.26%
$0
$212 Million 0.05% of portfolio
8,030
Q1 2025 New
$0
$227 Million 0.05% of portfolio
4,199
Q1 2025 Reduced 35.63%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $454 Billion
  • Prior Value $433 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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