Drucker Wealth 3.0, LLC Portfolio Holdings

Drucker Wealth 3.0, LLC

  • $416 Billion
  • Q3 2024

Drucker Wealth 3.0, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $416 Billion distributed in 150 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 $25.7B, Vanguard Total Stock Market Et with a value of $19.9B, Vanguard Whitehall Fds (Vangua with a value of $17.2B, Apple Inc. with a value of $14.9B, and Vanguard Ftse Developed Market with a value of $13.4B.

Examining the 13F form we can see an increase of $39.5B in the current position value, from $377B to 416B.

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 $416 Billion
ETFs: $192 Billion
Technology: $44.7 Billion
Financial Services: $37.5 Billion
Communication Services: $25.1 Billion
Healthcare: $22.6 Billion
Consumer Cyclical: $22.6 Billion
Energy: $16 Billion
Utilities: $15.3 Billion
Other: $36.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.7 Billion 6.16% of portfolio
48,611
Q3 2024 Added 24.43%
$0
$19.9 Billion 4.78% of portfolio
70,201
Q3 2024 Added 1.41%
$0
$17.2 Billion 4.13% of portfolio
134,192
Q3 2024 Reduced 6.27%
$3.68T
$14.9 Billion 3.58% of portfolio
64,020
Q3 2024 Added 0.75%
$0
$13.4 Billion 3.21% of portfolio
253,095
Q3 2024 Added 3.69%
$0
$11.9 Billion 2.85% of portfolio
157,846
Q3 2024 Added 16.79%
$0
$10.6 Billion 2.55% of portfolio
133,986
Q3 2024 Reduced 8.49%
$0
$9.83 Billion 2.36% of portfolio
133,852
Q3 2024 Reduced 6.42%
$3.1T
$8.77 Billion 2.11% of portfolio
20,370
Q3 2024 Added 1.16%
$0
$8.71 Billion 2.09% of portfolio
22,698
Q3 2024 Reduced 2.66%
$706B
$8.2 Billion 1.97% of portfolio
38,904
Q3 2024 Added 1.77%
$0
$7.87 Billion 1.89% of portfolio
156,542
Q3 2024 Reduced 11.98%
$0
$7.43 Billion 1.79% of portfolio
31,339
Q3 2024 Added 31.28%
$0
$7.01 Billion 1.68% of portfolio
11,948
Q3 2024 Added 25.95%
$0
$6.97 Billion 1.67% of portfolio
39,907
Q3 2024 Reduced 3.19%
$0
$6.76 Billion 1.62% of portfolio
141,313
Q3 2024 Added 8.46%
$189B
$5.58 Billion 1.34% of portfolio
133,514
Q3 2024 Added 0.86%
$501B
$5.48 Billion 1.32% of portfolio
46,730
Q3 2024 Added 1.61%
$202B
$5.35 Billion 1.28% of portfolio
44,033
Q3 2024 Added 2.33%
$86.6B
$5.19 Billion 1.25% of portfolio
127,697
Q3 2024 Added 0.99%
$11.1B
$5.2 Billion 1.25% of portfolio
38,935
Q3 2024 Added 1.37%
$1.26T
$5.16 Billion 1.24% of portfolio
9,023
Q3 2024 Added 2.07%
$279B
$5.05 Billion 1.21% of portfolio
89,361
Q3 2024 Added 1.79%
$72.7B
$4.94 Billion 1.19% of portfolio
16,583
Q3 2024 Added 1.31%
$32.8B
$4.85 Billion 1.17% of portfolio
55,679
Q3 2024 Added 1.55%
$113B
$4.67 Billion 1.12% of portfolio
47,911
Q3 2024 Added 7.2%
$154B
$4.66 Billion 1.12% of portfolio
4,904
Q3 2024 Added 1.39%
$610B
$4.6 Billion 1.11% of portfolio
10,005
Q3 2024 Added 3.28%
$0
$4.53 Billion 1.09% of portfolio
17,164
Q3 2024 Added 39.6%
$112B
$4.26 Billion 1.02% of portfolio
47,352
Q3 2024 Added 1.78%
$87.6B
$3.99 Billion 0.96% of portfolio
34,567
Q3 2024 Added 1.6%
$20.2B
$4.01 Billion 0.96% of portfolio
38,823
Q3 2024 Added 0.88%
$1.06T
$4.01 Billion 0.96% of portfolio
24,151
Q3 2024 Added 1.22%
$30.7B
$3.94 Billion 0.95% of portfolio
29,941
Q3 2024 Added 3.59%
$199B
$3.86 Billion 0.93% of portfolio
917
Q3 2024 Added 1.21%
$272B
$3.84 Billion 0.92% of portfolio
53,465
Q3 2024 Added 1.05%
$0
$3.63 Billion 0.87% of portfolio
6,333
Q3 2024 Added 16.52%
Gsk PLC
-
$3.42 Billion 0.82% of portfolio
-
Q3 2024 Added 1.8%
$17B
$3.32 Billion 0.8% of portfolio
23,757
Q3 2024 Added 0.84%
$71.5B
$3.31 Billion 0.8% of portfolio
72,560
Q3 2024 Added 1.93%
$154B
$3.29 Billion 0.79% of portfolio
10,225
Q3 2024 Added 0.87%
$0
$3.19 Billion 0.77% of portfolio
49,245
Q3 2024 Reduced 9.31%
$61.3B
$3.14 Billion 0.75% of portfolio
73,320
Q3 2024 Added 1.68%
$96.4B
$3.11 Billion 0.75% of portfolio
22,801
Q3 2024 Added 0.86%
$93.5B
$3.06 Billion 0.74% of portfolio
13,160
Q3 2024 Added 5.83%
$140B
$2.88 Billion 0.69% of portfolio
99,411
Q2 2024 New
$503B
$2.7 Billion 0.65% of portfolio
9,807
Q3 2024 Added 1.95%
$0
$2.7 Billion 0.65% of portfolio
19,041
Q3 2024 Added 0.75%
$514B
$2.67 Billion 0.64% of portfolio
15,648
Q3 2024 Added 3.79%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $416 Billion
  • Prior Value $377 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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