Drucker Wealth 3.0, LLC Reduced Holdings in Q2 2025

Drucker Wealth 3.0, LLC

  • $518 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-29K
- 22.36%
$114.78 - $133.31 $3.33M - $3.86M
101K $13.6B
CMCSA
Comcast Corp

Communication Services
-46.4K
- 39.68%
$32.84 - $36.72 $1.52M - $1.7M
70.6K $2.51B
VIG
Vanguard Dividend Appreciation

ETFs
-12.9K
- 13.58%
N/A
82.3K $17B
ETR
Entergy Corp

Utilities
-14.9K
- 25.09%
$79.01 - $86.61 $1.18M - $1.29M
44.4K $3.62B
ENB
Enbridge Inc

Energy
-30.6K
- 25.33%
$41.09 - $47.16 $1.26M - $1.44M
90.3K $3.95B
MDT
Medtronic PLC

Healthcare
-13.9K
- 32.1%
$80.68 - $88.86 $1.12M - $1.23M
29.4K $2.61B
BDX
Becton Dickinson & CO

Healthcare
-2.29K
- 14.44%
$165.15 - $226.42 $378K - $519K
13.6K $2.38B
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.16K
- 28.15%
$248.61 - $294.96 $1.03M - $1.23M
10.6K $3.13B
EIX
Edison International

Utilities
-17.4K
- 45.98%
$48.32 - $59.92 $842K - $1.04M
20.5K $1.04B
VO
Vanguard Mid Cap ETF

ETFs
-7.25K
- 20.76%
$228.54 - $279.83 $1.66M - $2.03M
27.7K $7.84B
Gsk PLC
-29.5K
- 36.44%
N/A
51.5K $2.01B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.1K
- 3.21%
$72.02 - $73.82 $944K - $967K
395K $28.8B
LAMR
Lamar Advertising CO

Real Estate
-11.9K
- 32.57%
$102.35 - $121.67 $1.21M - $1.44M
24.5K $3.06B
WFC
Wells Fargo & Company

Financial Services
-22.6K
- 27.55%
$60.98 - $80.12 $1.38M - $1.81M
59.4K $4.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.05K
- 12.33%
$483.48 - $539.8 $507K - $566K
7.46K $3.57B
DUK
Duke Energy Corp

Utilities
-6.89K
- 22.25%
$112.46 - $124.05 $775K - $855K
24.1K $2.82B
VGT
Vanguard Information Technolog

ETFs
-5.64K
- 25.75%
$470.37 - $663.28 $2.65M - $3.74M
16.3K $11B
OMC
Omnicom Group Inc.

Communication Services
-7.04K
- 20.54%
$69.22 - $79.77 $487K - $562K
27.2K $1.97B
KMX
Carmax Inc

Consumer Cyclical
-9.87K
- 64.68%
$62.27 - $82.77 $615K - $817K
5.39K $363M
LYG
Lloyds Banking Group PLC

Financial Services
-229K
- 31.61%
$3.32 - $4.29 $760K - $982K
495K $2.07B
BNDX
Vanguard Total International B

ETFs
-14.7K
- 16.37%
$48.77 - $49.55 $716K - $727K
75K $3.69B
AMT
American Tower Corp

Real Estate
-3.03K
- 23.69%
$203.96 - $228.19 $617K - $691K
9.75K $2.16B
UPS
United Parcel Service Inc

Industrials
-4.41K
- 21.86%
$91.92 - $110.2 $405K - $486K
15.8K $1.61B
SCHW
Schwab Charles Corp

Financial Services
-10.9K
- 38.13%
$69.06 - $91.24 $754K - $996K
17.7K $1.64B
ELV
Elevance Health, Inc.

Healthcare
-1.09K
- 42.07%
$372.27 - $452.69 $405K - $493K
1.5K $519M
GPC
Genuine Parts CO

Consumer Cyclical
-5.77K
- 28.14%
$105.54 - $129.09 $609K - $745K
14.7K $1.85B
XOM
Exxon Mobil Corp

Energy
-2.96K
- 6.64%
$99.93 - $119.04 $296K - $352K
41.6K $4.73B
JPM
Jpmorgan Chase & CO

Financial Services
-6.84K
- 18.18%
$210.28 - $289.91 $1.44M - $1.98M
30.8K $8.72B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22.5K
- 15.95%
$39.89 - $49.46 $898K - $1.11M
119K $5.88B
VNQ
Vanguard Specialized Funds Van

ETFs
-4.87K
- 31.03%
$79.79 - $91.42 $389K - $445K
10.8K $966M
TFC
Truist Financial Corp

Financial Services
-16.3K
- 23.14%
$34.79 - $42.99 $566K - $699K
54K $2.44B
V
Visa Inc.

Financial Services
-1.37K
- 17.68%
$308.27 - $373.31 $423K - $512K
6.39K $2.28B
IQV
Iqvia Holdings Inc.

Healthcare
-2.22K
- 44.22%
$137.0 - $174.37 $305K - $388K
2.8K $454M
FIS
Fidelity National Information Services, Inc.

Technology
-7.09K
- 25.52%
$68.14 - $82.13 $483K - $582K
20.7K $1.65B
KO
Coca Cola CO

Consumer Defensive
-4.36K
- 8.41%
$68.37 - $73.9 $298K - $322K
47.5K $3.3B
PAGP
Plains Gp Holdings LP

Energy
-16.1K
- 29.44%
$17.24 - $21.61 $277K - $348K
38.6K $755M
AMGN
Amgen Inc

Healthcare
-892
- 9.06%
$262.28 - $309.85 $234K - $276K
8.96K $2.66B
CHKP
Check Point Software Technologies LTD

Technology
-1.72K
- 36.27%
$204.26 - $233.47 $351K - $401K
3.02K $697M
PFE
Pfizer Inc

Healthcare
-15.4K
- 18.62%
$21.59 - $24.84 $333K - $384K
67.5K $1.73B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.72K
- 25.57%
$77.74 - $78.78 $367K - $372K
13.7K $1.08B
MA
Mastercard Inc

Financial Services
-696
- 22.05%
$479.92 - $590.74 $334K - $411K
2.46K $1.39B
VZ
Verizon Communications Inc

Communication Services
-4.33K
- 7.79%
$41.67 - $45.62 $180K - $197K
51.2K $2.18B
FISV
Fiserv Inc

Technology
-818
- 22.05%
N/A
2.89K $494M
ABC
Amerisourcebergen Corp

Healthcare
-1.31K
- 34.48%
N/A
2.48K $746M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-156
- 27.32%
$4164.15 - $5789.24 $650K - $903K
415 $2.35B
DEO
Diageo PLC

Consumer Defensive
-2.6K
- 56.04%
$99.86 - $115.75 $260K - $301K
2.04K $214M
DIS
Walt Disney CO

Communication Services
-3.73K
- 43.12%
$81.72 - $124.01 $304K - $462K
4.91K $593M
COP
Conocophillips

Energy
-1.9K
- 27.23%
$82.66 - $106.1 $157K - $201K
5.06K $479M
SNY
Sanofi

Healthcare
-3.68K
- 37.64%
$47.62 - $55.44 $175K - $204K
6.1K $298M
Activity Summary
Buys All Purchases 121 New Holdings 73 Increased Positions 48 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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