Drucker Wealth 3.0, LLC Portfolio Holdings by Sector

Drucker Wealth 3.0, LLC

$377 Billion
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VYM VEA VTC VYMI BND VUG BNDX 55 stocks	$156 Million 41.73% of portfolio	55	-	55	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$18.5 Million 4.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$13.5 Million 3.63% of portfolio	3	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13.4 Million 3.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP ADBE 4 stocks	$13.4 Million 3.59% of portfolio	4	-	4	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EIX DUK ETR WEC NEE 5 stocks	$12.4 Million 3.33% of portfolio	5	-	5	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$11.4 Million 3.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology TXN TSM NVDA QCOM ADI 5 stocks	$9.23 Million 2.47% of portfolio	5	-	5	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN PFE NVS SNY JNJ LLY MRK 7 stocks	$8.89 Million 2.38% of portfolio	7	-	7	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB WMB PAGP 3 stocks	$8.62 Million 2.31% of portfolio	3	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$7.59 Million 2.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$7.02 Million 1.88% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR AMT 2 stocks	$7.01 Million 1.88% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$5.51 Million 1.48% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$5.17 Million 1.39% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC LYG 2 stocks	$4.86 Million 1.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$4.79 Million 1.28% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$4.67 Million 1.25% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BLK BK NNY 3 stocks	$4.54 Million 1.22% of portfolio	3	-	3	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HII GD LMT RTX 4 stocks	$4.11 Million 1.1% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.94 Million 1.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$3.91 Million 1.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH CVS 3 stocks	$3.86 Million 1.04% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$3.66 Million 0.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$3.59 Million 0.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$3.48 Million 0.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$3.45 Million 0.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS FISV IBM 3 stocks	$3.28 Million 0.88% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC 1 stocks	$3.26 Million 0.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$3.09 Million 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$2.9 Million 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.93 Million 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK 2 stocks	$1.91 Million 0.51% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1.59 Million 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology ADSK CRM 2 stocks	$1.53 Million 0.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL PG 2 stocks	$1.34 Million 0.36% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1.15 Million 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$890,585 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$847,639 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$662,082 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$539,215 0.14% of portfolio	2	-	2	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$478,340 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$444,895 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$403,008 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$303,604 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$225,145 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI 1 stocks	$56,905 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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Drucker Wealth 3.0, LLC Portfolio Holdings by Sector

Drucker Wealth 3.0, LLC

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