Drucker Wealth 3.0, LLC Reduced Holdings in Q3 2025

Drucker Wealth 3.0, LLC

  • $562 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-152K
- 38.52%
$72.57 - $74.72 $11M - $11.4M
243K $18B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-43.3K
- 43.02%
$132.9 - $142.03 $5.75M - $6.15M
57.3K $8.08B
VGT
Vanguard Information Technolog

ETFs
-7.63K
- 46.95%
$656.44 - $753.15 $5.01M - $5.75M
8.63K $6.44B
VO
Vanguard Mid Cap ETF

ETFs
-13.7K
- 49.34%
$279.83 - $293.74 $3.82M - $4.01M
14K $4.12B
VB
Vanguard Small Cap ETF

ETFs
-18.4K
- 20.36%
$237.58 - $259.17 $4.38M - $4.78M
72.1K $18.3B
VEA
Vanguard Ftse Developed Market

ETFs
-55K
- 22.02%
$56.02 - $60.3 $3.08M - $3.31M
195K $11.7B
BNDX
Vanguard Total International B

ETFs
-52.6K
- 70.19%
$49.0 - $49.51 $2.58M - $2.61M
22.3K $1.11B
VIG
Vanguard Dividend Appreciation

ETFs
-13.6K
- 16.46%
N/A
68.8K $14.8B
WFC
Wells Fargo & Company

Financial Services
-27K
- 45.45%
$77.05 - $85.16 $2.08M - $2.3M
32.4K $2.72B
VTC
Vanguard Scottsdale Fds Total

ETFs
-26.5K
- 24.21%
$76.18 - $78.81 $2.02M - $2.08M
82.8K $6.49B
PM
Philip Morris International Inc.

Consumer Defensive
-6.52K
- 16.69%
$157.77 - $183.27 $1.03M - $1.2M
32.6K $5.28B
LAMR
Lamar Advertising CO

Real Estate
-12.8K
- 52.17%
$114.98 - $128.82 $1.47M - $1.65M
11.7K $1.44B
ENB
Enbridge Inc

Energy
-42.8K
- 47.46%
$43.79 - $50.46 $1.88M - $2.16M
47.4K $2.39B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-38.2K
- 32.18%
$49.43 - $54.52 $1.89M - $2.08M
80.4K $4.36B
ETR
Entergy Corp

Utilities
-21.3K
- 48.03%
$80.93 - $93.55 $1.73M - $2M
23.1K $2.15B
BDX
Becton Dickinson & CO

Healthcare
-8.53K
- 62.86%
$172.41 - $199.66 $1.47M - $1.7M
5.04K $943M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.38K
- 41.25%
$265.78 - $299.3 $1.16M - $1.31M
6.24K $1.7B
AMT
American Tower Corp

Real Estate
-5.37K
- 55.03%
$192.32 - $232.35 $1.03M - $1.25M
4.39K $843M
LYG
Lloyds Banking Group PLC

Financial Services
-318K
- 64.25%
$4.03 - $4.63 $1.28M - $1.47M
177K $804M
Gsk PLC
-32.8K
- 63.67%
N/A
18.7K $807M
FIS
Fidelity National Information Services, Inc.

Technology
-13K
- 62.89%
$63.37 - $82.35 $824K - $1.07M
7.68K $506M
SBUX
Starbucks Corp

Consumer Cyclical
-9.74K
- 32.67%
$81.9 - $96.86 $798K - $943K
20.1K $1.7B
DUK
Duke Energy Corp

Utilities
-10.5K
- 43.59%
$116.31 - $125.93 $1.22M - $1.32M
13.6K $1.68B
OMC
Omnicom Group Inc.

Communication Services
-17K
- 62.4%
$70.41 - $81.53 $1.2M - $1.39M
10.2K $835M
GPC
Genuine Parts CO

Consumer Cyclical
-8.04K
- 54.55%
$122.23 - $142.77 $982K - $1.15M
6.7K $928M
AMGN
Amgen Inc

Healthcare
-2.44K
- 27.25%
$271.18 - $309.22 $662K - $754K
6.52K $1.84B
KO
Coca Cola CO

Consumer Defensive
-10.1K
- 21.14%
$65.67 - $71.67 $660K - $720K
37.5K $2.49B
XOM
Exxon Mobil Corp

Energy
-6.84K
- 16.43%
$105.83 - $117.22 $724K - $801K
34.8K $3.92B
MDT
Medtronic PLC

Healthcare
-10.4K
- 35.35%
$87.67 - $95.74 $910K - $994K
19K $1.81B
HII
Huntington Ingalls Industries, Inc.

Industrials
-3.57K
- 61.17%
$246.31 - $287.91 $879K - $1.03M
2.27K $652M
EIX
Edison International

Utilities
-15.6K
- 76.2%
$50.42 - $56.35 $787K - $879K
4.87K $269M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.6K
- 79.4%
$88.47 - $93.24 $760K - $801K
2.23K $204M
TFC
Truist Financial Corp

Financial Services
-16.9K
- 31.21%
$42.83 - $47.07 $722K - $793K
37.1K $1.7B
UPS
United Parcel Service Inc

Industrials
-4.58K
- 29.05%
$82.58 - $105.54 $378K - $483K
11.2K $934M
SYY
Sysco Corp

Consumer Defensive
-9.46K
- 52.67%
$76.33 - $82.51 $722K - $781K
8.5K $700M
Blackrock Inc
-742
- 17.26%
N/A
3.56K $4.15B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-69
- 16.63%
$5364.25 - $5815.92 $370K - $401K
346 $1.87B
PAGP
Plains Gp Holdings LP

Energy
-21.1K
- 54.81%
$18.12 - $20.08 $383K - $425K
17.4K $318M
SCHW
Schwab Charles Corp

Financial Services
-4.34K
- 24.52%
$91.03 - $98.69 $395K - $429K
13.4K $1.28B
V
Visa Inc.

Financial Services
-722
- 11.31%
$332.09 - $358.86 $240K - $259K
5.66K $1.93B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.56K
- 31.62%
$68.24 - $73.73 $379K - $410K
12K $883M
PFE
Pfizer Inc

Healthcare
-12.5K
- 18.51%
$23.29 - $25.88 $291K - $323K
55K $1.4B
META
Meta Platforms, Inc.

Communication Services
-428
- 5.99%
$695.21 - $791.73 $298K - $339K
6.72K $4.93B
ES
Eversource Energy

Utilities
-5.02K
- 38.44%
$62.86 - $71.14 $315K - $357K
8.03K $572M
ABBV
Abb Vie Inc.

Healthcare
-1.97K
- 43.94%
$184.85 - $231.54 $364K - $456K
2.52K $582M
CHRD
Oasis Petroleum Inc.

Energy
-2.33K
- 47.55%
$99.37 - $114.13 $231K - $266K
2.57K $255M
FISV
Fiserv Inc

Technology
-1.08K
- 37.17%
N/A
1.82K $234M
CRM
Salesforce, Inc.

Technology
-731
- 30.4%
$231.66 - $273.65 $169K - $200K
1.67K $397M
AMZN
Amazon Com Inc

Consumer Cyclical
-687
- 2.3%
$211.65 - $238.24 $145K - $164K
29.1K $6.4B
Activity Summary
Buys All Purchases 146 New Holdings 39 Increased Positions 107 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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