Drucker Wealth 3.0, LLC Purchases in Q3 2024

Drucker Wealth 3.0, LLC

  • $416 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.55K
+ 24.43%
$475.2 - $527.7 $4.54M - $5.04M
48.6K $25.7B
VB
Vanguard Small Cap ETF

ETFs
7.47K
+ 31.28%
$214.77 - $237.72 $1.6M - $1.78M
31.3K $7.43B
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.7K
+ 16.79%
$71.45 - $75.64 $1.62M - $1.72M
158K $11.9B
VO
Vanguard Mid Cap ETF

ETFs
4.87K
+ 39.6%
$237.84 - $263.83 $1.16M - $1.28M
17.2K $4.53B
VGT
Vanguard Information Technolog

ETFs
2.46K
+ 25.95%
$514.43 - $606.85 $1.27M - $1.49M
11.9K $7.01B
AAPL
Apple Inc.

Technology
478
+ 0.75%
$207.23 - $234.82 $99.1K - $112K
64K $14.9B
VTI
Vanguard Total Stock Market Et

ETFs
978
+ 1.41%
$255.18 - $283.2 $250K - $277K
70.2K $19.9B
VEA
Vanguard Ftse Developed Market

ETFs
9.01K
+ 3.69%
$47.6 - $53.31 $429K - $480K
253K $13.4B
SBUX
Starbucks Corp

Consumer Cyclical
3.22K
+ 7.2%
$72.51 - $98.6 $233K - $317K
47.9K $4.67B
VIG
Vanguard Dividend Appreciation

ETFs
5.31K
+ 68.42%
$182.15 - $182.15 $967K - $967K
13.1K $2.59B
PM
Philip Morris International Inc.

Consumer Defensive
1K
+ 2.33%
$101.25 - $127.45 $101K - $128K
44K $5.35B
EIX
Edison International

Utilities
849
+ 1.55%
$71.19 - $87.72 $60.4K - $74.5K
55.7K $4.85B
BLK
Black Rock Inc.

Financial Services
67
+ 1.39%
$782.27 - $949.51 $52.4K - $63.6K
4.9K $4.66B
ETR
Entergy Corp

Utilities
1.04K
+ 3.59%
$104.75 - $131.61 $109K - $137K
29.9K $3.94B
APD
Air Products & Chemicals, Inc.

Basic Materials
215
+ 1.31%
$247.34 - $300.11 $53.2K - $64.5K
16.6K $4.94B
META
Meta Platforms, Inc.

Communication Services
183
+ 2.07%
$453.41 - $572.44 $83K - $105K
9.02K $5.16B
ENB
Enbridge Inc

Energy
1.26K
+ 0.99%
$35.27 - $41.18 $44.4K - $51.8K
128K $5.19B
SPY
Spdr S&P 500 ETF Trust

ETFs
898
+ 16.52%
$517.38 - $573.86 $465K - $515K
6.33K $3.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
318
+ 3.28%
$405.19 - $478.57 $129K - $152K
10K $4.6B
AMT
American Tower Corp

Real Estate
725
+ 5.83%
$192.27 - $242.73 $139K - $176K
13.2K $3.06B
LAMR
Lamar Advertising CO

Real Estate
527
+ 1.37%
$110.9 - $135.58 $58.4K - $71.5K
38.9K $5.2B
MDT
Medtronic PLC

Healthcare
827
+ 1.78%
$76.84 - $91.03 $63.5K - $75.3K
47.4K $4.26B
DUK
Duke Energy Corp

Utilities
546
+ 1.6%
$99.35 - $117.71 $54.2K - $64.3K
34.6K $3.99B
VNQ
Vanguard Specialized Funds Van

ETFs
3.06K
+ 15.06%
$82.97 - $98.97 $254K - $302K
23.4K $2.27B
OMC
Omnicom Group Inc.

Communication Services
339
+ 0.88%
$87.69 - $103.9 $29.7K - $35.2K
38.8K $4.01B
ORCL
Oracle Corp

Technology
571
+ 3.79%
$125.9 - $170.35 $71.9K - $97.3K
15.6K $2.67B
KO
Coca Cola CO

Consumer Defensive
553
+ 1.05%
$62.69 - $73.01 $34.7K - $40.4K
53.5K $3.84B
JPM
Jpmorgan Chase & CO

Financial Services
678
+ 1.77%
$194.9 - $224.8 $132K - $152K
38.9K $8.2B
WEC
Wec Energy Group, Inc.

Utilities
1.06K
+ 5.41%
$77.68 - $96.19 $82.3K - $102K
20.7K $1.99B
NVDA
Nvidia Corp

Technology
3.74K
+ 22.45%
$98.91 - $134.91 $370K - $505K
20.4K $2.48B
DEO
Diageo PLC

Consumer Defensive
2.1K
+ 29.69%
$120.02 - $140.77 $252K - $295K
9.16K $1.29B
CMCSA
Comcast Corp

Communication Services
1.13K
+ 0.86%
$37.33 - $41.78 $42.3K - $47.4K
134K $5.58B
CRM
Salesforce, Inc.

Technology
1.11K
+ 42.17%
$238.42 - $276.53 $266K - $308K
3.76K $1.03B
LYG
Lloyds Banking Group PLC

Financial Services
14.7K
+ 1.95%
$2.73 - $3.17 $40.2K - $46.7K
769K $2.4B
TFC
Truist Financial Corp

Financial Services
1.21K
+ 1.68%
$38.22 - $44.94 $46.2K - $54.3K
73.3K $3.14B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
142
+ 0.75%
$125.95 - $142.04 $17.9K - $20.2K
19K $2.7B
WMB
Williams Companies, Inc.

Energy
1.38K
+ 1.93%
$41.24 - $46.22 $56.7K - $63.6K
72.6K $3.31B
TSLA
Tesla, Inc.

Consumer Cyclical
514
+ 22.86%
$191.76 - $263.26 $98.6K - $135K
2.76K $723M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 1.21%
$3305.62 - $4268.05 $36.4K - $46.9K
917 $3.86B
MA
Mastercard Inc

Financial Services
98
+ 2.37%
$429.6 - $500.99 $42.1K - $49.1K
4.24K $2.09B
IQV
Iqvia Holdings Inc.

Healthcare
124
+ 1.36%
$206.81 - $251.55 $25.6K - $31.2K
9.26K $2.19B
Gsk PLC
1.48K
+ 1.8%
N/A
83.7K $3.42B
VZ
Verizon Communications Inc

Communication Services
826
+ 1.42%
$38.89 - $45.0 $32.1K - $37.2K
59.2K $2.66B
HII
Huntington Ingalls Industries, Inc.

Industrials
263
+ 2.69%
$241.93 - $282.86 $63.6K - $74.4K
10K $2.65B
AVGO
Broadcom Inc.

Technology
1.35K
New
$136.27 - $1745.86 $184K - $2.36M
1.35K $233M
CHKP
Check Point Software Technologies LTD

Technology
194
+ 2.78%
$165.0 - $195.47 $32K - $37.9K
7.17K $1.38B
EPD
Enterprise Products Partners L.P.

Energy
7.84K
New
$27.88 - $30.0 $218K - $235K
7.84K $228M
Dimensional ETF Trust
3.47K
New
N/A
3.47K $220M
KMX
Carmax Inc

Consumer Cyclical
1.7K
+ 7.84%
$71.21 - $85.78 $121K - $146K
23.3K $1.81B
Activity Summary
Buys All Purchases 106 New Holdings 5 Increased Positions 101 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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