Drucker Wealth 3.0, LLC Incresed Positions 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
Gsk PLC
12.3K
+ 17.88%
N/A
80.9K $3.14B
MDT
Medtronic PLC

Healthcare
3.63K
+ 9.17%
$79.84 - $94.5 $290K - $343K
43.2K $3.89B
AMGN
Amgen Inc

Healthcare
44
+ 0.45%
$258.59 - $327.36 $11.4K - $14.4K
9.85K $3.07B
JNJ
Johnson & Johnson

Healthcare
2.21K
+ 57.08%
$142.06 - $167.7 $313K - $370K
6.07K $1.01B
WEC
Wec Energy Group, Inc.

Utilities
651
+ 3.02%
$92.12 - $108.98 $60K - $70.9K
22.2K $2.42B
HII
Huntington Ingalls Industries, Inc.

Industrials
1.1K
+ 16.17%
$159.75 - $208.61 $175K - $228K
7.87K $1.61B
HD
Home Depot, Inc.

Consumer Cyclical
830
+ 114.64%
$347.25 - $424.87 $288K - $353K
1.55K $569M
NYF
Ishares New York Muni Bond ETF

ETFs
4.39K
+ 30.64%
$52.33 - $53.92 $230K - $237K
18.7K $986M
PFE
Pfizer Inc

Healthcare
11.6K
+ 16.18%
$25.01 - $27.13 $289K - $313K
82.9K $2.1B
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
NVDA
Nvidia Corp

Technology
6.54K
+ 25.58%
$106.98 - $149.43 $700K - $977K
32.1K $3.48B
Dimensional ETF Trust
899
+ 22.13%
N/A
4.96K $304M
WMT
Walmart Inc.

Consumer Defensive
539
+ 10.36%
$84.5 - $105.05 $45.5K - $56.6K
5.74K $504M
NEE
Nextera Energy Inc

Utilities
248
+ 4.0%
$66.96 - $76.16 $16.6K - $18.9K
6.45K $457M
PEP
Pepsico Inc

Consumer Defensive
73
+ 2.58%
$142.64 - $156.42 $10.4K - $11.4K
2.9K $435M
SPY
Spdr S&P 500 ETF Trust

ETFs
309
+ 4.88%
$551.42 - $612.93 $170K - $189K
6.64K $3.71B
TXN
Texas Instruments Inc

Technology
425
+ 3.51%
N/A
12.5K $2.25B
HON
Honeywell International Inc

Industrials
58
+ 2.62%
$202.75 - $226.52 $11.8K - $13.1K
2.27K $481M
AXP
American Express CO

Financial Services
88
+ 4.61%
$255.39 - $325.87 $22.5K - $28.7K
2K $537M
TSLA
Tesla, Inc.

Consumer Cyclical
537
+ 17.52%
$222.15 - $428.22 $119K - $230K
3.6K $934M
UPS
United Parcel Service Inc

Industrials
11
+ 0.05%
$109.66 - $136.26 $1.21K - $1.5K
20.2K $2.22B
MSFT
Microsoft Corp

Technology
54
+ 0.26%
$375.39 - $447.2 $20.3K - $24.1K
20.6K $7.73B
AAPL
Apple Inc.

Technology
2.67K
+ 3.97%
$209.68 - $247.1 $559K - $659K
69.8K $15.5B
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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