Drucker Wealth 3.0, LLC Purchases in Q1 2025

Drucker Wealth 3.0, LLC

  • $454 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
184K
+ 82.12%
$71.17 - $73.66 $13.1M - $13.5M
408K $30B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24K
+ 37.25%
$507.05 - $563.67 $12.2M - $13.5M
88.6K $45.5B
VIG
Vanguard Dividend Appreciation

ETFs
34.2K
+ 55.97%
N/A
95.3K $18.5B
VB
Vanguard Small Cap ETF

ETFs
33K
+ 70.1%
$217.89 - $252.64 $7.2M - $8.34M
80.1K $17.8B
VO
Vanguard Mid Cap ETF

ETFs
10.5K
+ 43.04%
$251.87 - $277.95 $2.65M - $2.92M
34.9K $9.03B
VGT
Vanguard Information Technolog

ETFs
6.01K
+ 37.82%
$542.38 - $646.34 $3.26M - $3.88M
21.9K $11.9B
VEA
Vanguard Ftse Developed Market

ETFs
5.22K
+ 1.96%
$47.4 - $52.99 $248K - $277K
272K $13.8B
VTV
Vanguard Value ETF

ETFs
5.29K
+ 12.23%
$167.73 - $179.21 $887K - $947K
48.5K $8.38B
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.6K
New
$58.81 - $68.2 $917K - $1.06M
15.6K $931M
Gsk PLC
12.3K
+ 17.88%
N/A
80.9K $3.14B
AMT
American Tower Corp

Real Estate
1.42K
+ 12.47%
$173.46 - $217.6 $246K - $308K
12.8K $2.78B
DFIC
Dimensional ETF Tr Dimensional

ETFs
23.2K
New
$25.54 - $28.79 $591K - $667K
23.2K $643M
Dimensional ETF Trust
20.1K
New
N/A
20.1K $613M
AMGN
Amgen Inc

Healthcare
44
+ 0.45%
$258.59 - $327.36 $11.4K - $14.4K
9.85K $3.07B
CSCO
Cisco Systems, Inc.

Technology
8.2K
New
$58.74 - $64.87 $482K - $532K
8.2K $506M
JNJ
Johnson & Johnson

Healthcare
2.21K
+ 57.08%
$142.06 - $167.7 $313K - $370K
6.07K $1.01B
CVX
Chevron Corp

Energy
2.47K
New
$146.71 - $167.97 $363K - $415K
2.47K $414M
WEC
Wec Energy Group, Inc.

Utilities
651
+ 3.02%
$92.12 - $108.98 $60K - $70.9K
22.2K $2.42B
ABBV
Abb Vie Inc.

Healthcare
1.67K
New
$169.2 - $216.66 $282K - $362K
1.67K $350M
T
At&T Inc.

Communication Services
12.1K
New
$21.56 - $28.28 $262K - $343K
12.1K $343M
VXF
Vanguard Extended Market ETF

ETFs
1.9K
New
$170.36 - $201.04 $324K - $382K
1.9K $328M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.1K
+ 16.17%
$159.75 - $208.61 $175K - $228K
7.87K $1.61B
ACN
Accenture PLC

Technology
968
New
$300.91 - $398.25 $291K - $386K
968 $302M
HD
Home Depot, Inc.

Consumer Cyclical
830
+ 114.64%
$347.25 - $424.87 $288K - $353K
1.55K $569M
FAST
Fastenal CO

Industrials
3.6K
New
$71.11 - $79.98 $256K - $288K
3.6K $279M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
934
New
$208.48 - $244.03 $195K - $228K
934 $228M
PLTR
Palantir Technologies Inc.

Technology
2.67K
New
$64.98 - $124.62 $174K - $333K
2.67K $225M
NYF
Ishares New York Muni Bond ETF

ETFs
4.39K
+ 30.64%
$52.33 - $53.92 $230K - $237K
18.7K $986M
KMI
Kinder Morgan, Inc.

Energy
7.47K
New
$26.1 - $31.22 $195K - $233K
7.47K $213M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.03K
New
$25.35 - $27.46 $204K - $221K
8.03K $212M
TMUS
T Mobile Us, Inc.

Communication Services
783
New
$211.3 - $272.83 $165K - $214K
783 $209M
PFE
Pfizer Inc

Healthcare
11.6K
+ 16.18%
$25.01 - $27.13 $289K - $313K
82.9K $2.1B
GE
General Electric CO

Industrials
1.02K
New
$168.59 - $212.13 $172K - $216K
1.02K $204M
COP
Conocophillips

Energy
1.58K
+ 29.38%
$88.6 - $105.85 $140K - $167K
6.96K $731M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.95K
+ 42.04%
$40.03 - $46.81 $238K - $278K
20.1K $819M
QQQ
Invesco Qqq Trust, Series 1

ETFs
433
+ 66.62%
$468.34 - $539.52 $203K - $234K
1.08K $508M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.09K
+ 53.97%
$49.78 - $53.19 $154K - $164K
8.81K $450M
LLY
Eli Lilly & CO

Healthcare
139
+ 23.21%
$725.72 - $929.72 $101K - $129K
738 $609M
PG
Procter & Gamble CO

Consumer Defensive
755
+ 24.55%
$158.56 - $176.26 $120K - $133K
3.83K $653M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.75K
+ 52.33%
$22.46 - $23.26 $107K - $111K
13.8K $320M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.59K
+ 12.5%
$120.29 - $134.6 $191K - $214K
14.3K $1.75B
COST
Costco Wholesale Corp

Consumer Defensive
103
+ 29.43%
$890.62 - $1076.86 $91.7K - $111K
453 $428M
NFLX
Netflix Inc

Communication Services
88
+ 18.68%
$828.4 - $1058.6 $72.9K - $93.2K
559 $521M
BDX
Becton Dickinson & CO

Healthcare
254
+ 1.63%
$222.79 - $249.08 $56.6K - $63.3K
15.9K $3.63B
IBM
International Business Machines Corp

Technology
136
+ 6.82%
$217.4 - $264.74 $29.6K - $36K
2.13K $530M
GPC
Genuine Parts CO

Consumer Cyclical
358
+ 1.78%
$115.91 - $129.02 $41.5K - $46.2K
20.5K $2.44B
AVGO
Broadcom Inc.

Technology
1.4K
+ 59.25%
$167.43 - $244.7 $234K - $343K
3.76K $630M
AMAT
Applied Materials Inc

Technology
827
+ 27.62%
$145.06 - $195.51 $120K - $162K
3.82K $554M
MRK
Merck & Co., Inc.

Healthcare
976
+ 46.3%
$83.01 - $101.02 $81K - $98.6K
3.08K $277M
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
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