Drucker Wealth 3.0, LLC Reduced Holdings in Q2 2025

Drucker Wealth 3.0, LLC

  • $518 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-3.29K
- 44.3%
$66.5 - $71.25 $219K - $234K
4.13K $284M
ADBE
Adobe Inc.

Technology
-583
- 33.8%
$340.0 - $420.68 $198K - $245K
1.14K $426M
WEC
Wec Energy Group, Inc.

Utilities
-1.18K
- 5.33%
$102.24 - $109.76 $121K - $130K
21K $2.19B
CRM
Salesforce, Inc.

Technology
-832
- 25.7%
$236.26 - $291.15 $197K - $242K
2.41K $652M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.35K
- 36.82%
$45.2 - $46.6 $197K - $203K
7.47K $344M
UL
Unilever PLC

Consumer Defensive
-3.2K
- 26.11%
$57.9 - $65.43 $185K - $209K
9.05K $550M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.1K
- 28.15%
$75.05 - $77.34 $157K - $162K
5.35K $410M
MO
Altria Group, Inc.

Consumer Defensive
-2.02K
- 12.14%
$55.56 - $60.91 $112K - $123K
14.6K $844M
HII
Huntington Ingalls Industries, Inc.

Industrials
-2.03K
- 25.85%
$183.31 - $241.46 $373K - $491K
5.83K $1.45B
GD
General Dynamics Corp

Industrials
-728
- 27.96%
$247.68 - $291.66 $180K - $212K
1.88K $563M
MCK
Mckesson Corp

Healthcare
-221
- 20.79%
$652.83 - $732.78 $144K - $162K
842 $612M
ADSK
Autodesk, Inc.

Technology
-682
- 26.26%
N/A
1.92K $588M
EBAY
Ebay Inc

Consumer Cyclical
-2.41K
- 21.85%
$59.52 - $79.36 $144K - $191K
8.63K $659M
NVS
Novartis Ag

Healthcare
-1.36K
- 19.49%
$101.96 - $121.01 $138K - $164K
5.6K $688M
ADI
Analog Devices Inc

Technology
-974
- 25.19%
$164.6 - $238.02 $160K - $232K
2.89K $702M
IEFA
Ishares Tr

ETFs
-1.86K
- 16.64%
$67.83 - $84.09 $126K - $156K
9.31K $780M
PEP
Pepsico Inc

Consumer Defensive
-95
- 3.28%
$128.02 - $151.37 $12.2K - $14.4K
2.81K $377M
BK
Bank Of New York Mellon Corp

Financial Services
-1.47K
- 16.57%
$73.31 - $91.62 $107K - $134K
7.38K $686M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.34K
- 15.21%
$45.11 - $52.34 $60.4K - $70.1K
7.47K $396M
VEEV
Veeva Systems Inc

Healthcare
-443
- 27.95%
$209.39 - $289.94 $92.8K - $128K
1.14K $325M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-620
- 4.17%
$121.58 - $136.74 $75.4K - $84.8K
14.2K $1.97B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-323
- 16.4%
$152.93 - $181.74 $49.4K - $58.7K
1.65K $304M
ECL
Ecolab Inc.

Basic Materials
-196
- 13.56%
$225.65 - $270.95 $44.2K - $53.1K
1.25K $335M
Dimensional ETF Trust
-729
- 14.69%
N/A
4.23K $287M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.25K
- 11.35%
$55.54 - $69.09 $125K - $155K
17.6K $1.22B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-306
- 14.14%
$108.06 - $135.3 $33.1K - $41.4K
1.86K $253M
DGRO
Ishares Core Dividend Growth E

ETFs
-209
- 3.81%
$55.22 - $63.94 $11.5K - $13.4K
5.27K $342M
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 8.07%
$498.8 - $620.9 $25.4K - $31.7K
581 $364M
IWS
Ishares Russell Midcap Value E

ETFs
-75
- 2.14%
$110.58 - $132.14 $8.29K - $9.91K
3.44K $463M
VBR
Vanguard Small Cap Value ETF

ETFs
-73
- 3.01%
$162.76 - $195.77 $11.9K - $14.3K
2.35K $473M
RTX
Raytheon Technologies Corp

Industrials
-146
- 4.32%
$113.75 - $148.48 $16.6K - $21.7K
3.24K $473M
BAC
Bank Of America Corp

Financial Services
-824
- 5.86%
$34.39 - $47.46 $28.3K - $39.1K
13.2K $620M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.33K
- 25.89%
$141.37 - $228.57 $330K - $533K
6.68K $1.55B
DKNG
Draft Kings Inc.

Consumer Cyclical
-432
- 5.45%
$31.67 - $42.89 $13.7K - $18.5K
7.5K $321M
GOOG
Alphabet Inc.

Communication Services
-1.16K
- 8.93%
$146.58 - $180.01 $171K - $210K
11.9K $2.11B
Fidelity Wise Origin Bitcoin
-143
- 3.24%
N/A
4.27K $417M
Blackrock Inc
-500
- 10.42%
N/A
4.3K $4.68B
VTV
Vanguard Value ETF

ETFs
-220
- 0.45%
$153.67 - $176.74 $33.8K - $38.9K
48.3K $8.61B
META
Meta Platforms, Inc.

Communication Services
-1.44K
- 16.74%
$484.66 - $738.09 $696K - $1.06M
7.15K $5.24B
GOOGL
Alphabet Inc.

Communication Services
-778
- 3.87%
$144.7 - $178.6 $113K - $139K
19.3K $3.41B
PM
Philip Morris International Inc.

Consumer Defensive
-2.67K
- 6.39%
$149.23 - $184.95 $398K - $493K
39.1K $6.95B
VUG
Vanguard Growth ETF

ETFs
-1.98K
- 11.59%
$329.49 - $438.4 $653K - $869K
15.1K $6.69B
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.06%
$496.48 - $617.85 $1.99K - $2.47K
6.64K $4.14B
VEA
Vanguard Ftse Developed Market

ETFs
-22K
- 8.11%
$45.65 - $57.01 $1.01M - $1.26M
250K $14.3B
ORCL
Oracle Corp

Technology
-2.04K
- 18.39%
$122.82 - $218.63 $251K - $446K
9.06K $2.14B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.41K
- 4.51%
$167.32 - $223.3 $236K - $314K
29.8K $6.64B
VTI
Vanguard Total Stock Market Et

ETFs
-4.19K
- 6.88%
$243.75 - $303.93 $1.02M - $1.27M
56.7K $17.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.25K
- 3.67%
$456.74 - $568.03 $1.49M - $1.85M
85.3K $48.9B
Activity Summary
Buys All Purchases 121 New Holdings 73 Increased Positions 48 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Drucker Wealth 3.0, LLC Portfolio

Follow Drucker Wealth 3.0, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drucker Wealth 3.0, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drucker Wealth 3.0, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email