Drucker Wealth 3.0, LLC Reduced Holdings in Q1 2025

Drucker Wealth 3.0, LLC

  • $454 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-789
- 23.38%
$365.9 - $436.25 $289K - $344K
2.59K $1.12B
IEMG
Ishares Inc

ETFs
-2.32K
- 35.63%
N/A
4.2K $227M
UL
Unilever PLC

Consumer Defensive
-2.38K
- 16.27%
$54.72 - $60.29 $130K - $143K
12.2K $729M
CMCSA
Comcast Corp

Communication Services
-510
- 0.43%
$33.19 - $38.23 $16.9K - $19.5K
117K $4.32B
VEEV
Veeva Systems Inc

Healthcare
-591
- 27.16%
$210.58 - $246.8 $124K - $146K
1.59K $367M
ECL
Ecolab Inc.

Basic Materials
-494
- 25.48%
$229.72 - $269.82 $113K - $133K
1.45K $366M
Fidelity Wise Origin Bitcoin
-540
- 10.9%
N/A
4.41K $318M
ABC
Amerisourcebergen Corp

Healthcare
-1.25K
- 24.86%
N/A
3.79K $1.05B
IVV
Ishares Core S&P 500 ETF

ETFs
-98
- 13.42%
$554.06 - $615.85 $54.3K - $60.4K
632 $355M
JPM
Jpmorgan Chase & CO

Financial Services
-1.17K
- 3.01%
$225.19 - $279.95 $263K - $328K
37.6K $9.23B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-330
- 14.35%
$169.43 - $182.84 $55.9K - $60.3K
1.97K $341M
EBAY
Ebay Inc

Consumer Cyclical
-2.02K
- 15.46%
$61.61 - $70.93 $124K - $143K
11K $748M
BAC
Bank Of America Corp

Financial Services
-588
- 4.01%
$39.61 - $47.74 $23.3K - $28.1K
14.1K $587M
GD
General Dynamics Corp

Industrials
-304
- 10.45%
$241.94 - $272.58 $73.5K - $82.9K
2.6K $710M
NVS
Novartis Ag

Healthcare
-1.47K
- 17.46%
$97.14 - $115.57 $143K - $170K
6.95K $775M
VBR
Vanguard Small Cap Value ETF

ETFs
-77
- 3.08%
$183.02 - $207.75 $14.1K - $16K
2.43K $452M
ENB
Enbridge Inc

Energy
-6.35K
- 4.99%
$41.54 - $45.45 $264K - $289K
121K $5.36B
DKNG
Draft Kings Inc.

Consumer Cyclical
-32
- 0.4%
$33.21 - $53.49 $1.06K - $1.71K
7.93K $263M
VOE
Vanguard Mid Cap Value Index F

ETFs
-125
- 3.03%
$156.61 - $168.02 $19.6K - $21K
4.01K $643M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-73
- 3.26%
$120.24 - $134.3 $8.78K - $9.8K
2.16K $264M
BK
Bank Of New York Mellon Corp

Financial Services
-1.11K
- 11.15%
$75.42 - $88.95 $83.7K - $98.7K
8.84K $741M
IWS
Ishares Russell Midcap Value E

ETFs
-9
- 0.26%
$122.59 - $135.24 $1.1K - $1.22K
3.51K $442M
SNY
Sanofi

Healthcare
-1.73K
- 15.04%
$48.15 - $59.42 $83.4K - $103K
9.79K $543M
DGRO
Ishares Core Dividend Growth E

ETFs
-32
- 0.58%
$60.46 - $64.42 $1.93K - $2.06K
5.48K $339M
MCD
Mcdonalds Corp

Consumer Cyclical
-37
- 5.01%
$279.74 - $321.29 $10.4K - $11.9K
702 $219M
MCK
Mckesson Corp

Healthcare
-128
- 10.75%
$566.21 - $672.99 $72.5K - $86.1K
1.06K $715M
RTX
Raytheon Technologies Corp

Industrials
-88
- 2.54%
$114.1 - $135.66 $10K - $11.9K
3.38K $448M
MO
Altria Group, Inc.

Consumer Defensive
-832
- 4.77%
$50.81 - $60.02 $42.3K - $49.9K
16.6K $998M
PAGP
Plains Gp Holdings LP

Energy
-3.13K
- 5.42%
$18.52 - $22.13 $58K - $69.3K
54.7K $1.17B
DUK
Duke Energy Corp

Utilities
-2.75K
- 8.17%
$105.87 - $121.97 $292K - $336K
31K $3.78B
VZ
Verizon Communications Inc

Communication Services
-466
- 0.83%
$37.81 - $46.49 $17.6K - $21.7K
55.5K $2.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-769
- 8.29%
$442.66 - $534.52 $340K - $411K
8.5K $4.53B
XOM
Exxon Mobil Corp

Energy
-1.19K
- 2.6%
$105.44 - $118.93 $125K - $141K
44.6K $5.3B
KO
Coca Cola CO

Consumer Defensive
-1.01K
- 1.91%
$60.81 - $72.32 $61.4K - $73K
51.9K $3.72B
ETR
Entergy Corp

Utilities
-1.85K
- 3.02%
$75.26 - $87.89 $139K - $162K
59.3K $5.07B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-652
- 0.58%
$67.08 - $76.14 $43.7K - $49.6K
111K $8.21B
LYG
Lloyds Banking Group PLC

Financial Services
-28.6K
- 3.8%
$2.58 - $3.9 $73.9K - $112K
724K $2.77B
PM
Philip Morris International Inc.

Consumer Defensive
-1.54K
- 3.56%
$117.15 - $158.79 $180K - $245K
41.7K $6.63B
Activity Summary
Buys All Purchases 64 New Holdings 17 Increased Positions 47 Sells All Sells 89 Reductions 89 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