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

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%
$3.26T
$15.5 Billion 3.41% of portfolio
69,824
Q1 2025 Added 3.97%
$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%
$788B
$9.23 Billion 2.03% of portfolio
37,638
Q1 2025 Reduced 3.01%
$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%
$3.51T
$7.73 Billion 1.7% of portfolio
20,604
Q1 2025 Added 0.26%
$278B
$6.63 Billion 1.46% of portfolio
41,740
Q1 2025 Reduced 3.56%
$0
$6.34 Billion 1.4% of portfolio
17,108
Q1 2025 Reduced 24.15%
$2.22T
$5.94 Billion 1.31% of portfolio
31,228
Q1 2025 Reduced 7.47%
$286B
$5.89 Billion 1.3% of portfolio
82,002
Q1 2025 Reduced 6.39%
$92.8B
$5.36 Billion 1.18% of portfolio
120,877
Q1 2025 Reduced 4.99%
$447B
$5.3 Billion 1.17% of portfolio
44,563
Q1 2025 Reduced 2.6%
$16.7B
$5.07 Billion 1.12% of portfolio
59,330
Q1 2025 Reduced 3.02%
$1.5T
$4.95 Billion 1.09% of portfolio
8,585
Q1 2025 Reduced 9.5%
Blackrock Inc
-
$4.54 Billion 1.0% of portfolio
-
Q1 2025 Reduced 1.84%
$648B
$4.53 Billion 1.0% of portfolio
8,503
Q1 2025 Reduced 8.29%
$62.5B
$4.36 Billion 0.96% of portfolio
14,784
Q1 2025 Reduced 9.65%
$0
$4.38 Billion 0.96% of portfolio
89,643
Q1 2025 Reduced 22.29%
$157B
$4.32 Billion 0.95% of portfolio
116,983
Q1 2025 Reduced 0.43%
$10.6B
$4.14 Billion 0.91% of portfolio
36,407
Q1 2025 Reduced 6.3%
$99.4B
$4.03 Billion 0.89% of portfolio
41,066
Q1 2025 Reduced 10.07%
$117B
$3.89 Billion 0.86% of portfolio
43,246
Q1 2025 Added 9.17%
$89.6B
$3.78 Billion 0.83% of portfolio
30,971
Q1 2025 Reduced 8.17%
$313B
$3.72 Billion 0.82% of portfolio
51,913
Q1 2025 Reduced 1.91%
$0
$3.71 Billion 0.82% of portfolio
6,640
Q1 2025 Added 4.88%
$49.7B
$3.63 Billion 0.8% of portfolio
15,855
Q1 2025 Added 1.63%
$359B
$3.48 Billion 0.77% of portfolio
32,108
Q1 2025 Added 25.58%
Gsk PLC
-
$3.14 Billion 0.69% of portfolio
-
Q1 2025 Added 17.88%
$157B
$3.07 Billion 0.68% of portfolio
9,847
Q1 2025 Added 0.45%
$993B
$3.11 Billion 0.68% of portfolio
20,090
Q1 2025 Reduced 16.5%
$54B
$2.89 Billion 0.64% of portfolio
70,251
Q1 2025 Reduced 3.48%
$14.9B
$2.84 Billion 0.63% of portfolio
34,278
Q1 2025 Reduced 8.04%
$69.5B
$2.77 Billion 0.61% of portfolio
724,137
Q1 2025 Reduced 3.8%
$99.9B
$2.78 Billion 0.61% of portfolio
12,778
Q1 2025 Added 12.47%
$606B
$2.72 Billion 0.6% of portfolio
7,758
Q1 2025 Reduced 17.23%
$218B
$2.63 Billion 0.58% of portfolio
571
Q1 2025 Reduced 24.67%
$185B
$2.52 Billion 0.55% of portfolio
55,514
Q1 2025 Reduced 0.83%
$17.9B
$2.44 Billion 0.54% of portfolio
20,500
Q1 2025 Added 1.78%
$33.3B
$2.42 Billion 0.53% of portfolio
22,215
Q1 2025 Added 3.02%
$177B
$2.25 Billion 0.5% of portfolio
12,543
Q1 2025 Added 3.51%

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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