Drucker Wealth 3.0, LLC Reduced Holdings in Q1 2025

Drucker Wealth 3.0, LLC

  • $454 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-35.3K
- 21.4%
$126.11 - $135.06 $4.45M - $4.76M
130K $16.7B
VTI
Vanguard Total Stock Market Et

ETFs
-9.66K
- 13.7%
$271.18 - $303.12 $2.62M - $2.93M
60.8K $16.7B
VUG
Vanguard Growth ETF

ETFs
-5.45K
- 24.15%
$369.1 - $427.61 $2.01M - $2.33M
17.1K $6.34B
EIX
Edison International

Utilities
-9.27K
- 19.65%
$50.06 - $80.01 $464K - $742K
37.9K $2.23B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.52K
- 7.47%
$190.26 - $242.06 $480K - $610K
31.2K $5.94B
GOOGL
Alphabet Inc.

Communication Services
-3.97K
- 16.5%
$154.33 - $206.19 $613K - $819K
20.1K $3.11B
BNDX
Vanguard Total International B

ETFs
-25.7K
- 22.29%
$48.33 - $49.5 $1.24M - $1.27M
89.6K $4.38B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-187
- 24.67%
$4295.4 - $5141.88 $803K - $962K
571 $2.63B
VNQ
Vanguard Specialized Funds Van

ETFs
-12.3K
- 44.03%
$85.55 - $94.34 $1.06M - $1.16M
15.7K $1.42B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.56K
- 28.34%
$165.25 - $224.62 $589K - $800K
9.01K $1.5B
ORCL
Oracle Corp

Technology
-2.5K
- 18.37%
$139.81 - $186.47 $349K - $466K
11.1K $1.55B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-19.3K
- 12.04%
$42.5 - $46.71 $821K - $902K
141K $6.39B
GOOG
Alphabet Inc.

Communication Services
-1.1K
- 7.79%
$156.06 - $207.71 $172K - $228K
13K $2.04B
META
Meta Platforms, Inc.

Communication Services
-901
- 9.5%
$576.36 - $736.67 $519K - $664K
8.59K $4.95B
LAMR
Lamar Advertising CO

Real Estate
-2.45K
- 6.3%
$110.65 - $132.9 $271K - $325K
36.4K $4.14B
KMX
Carmax Inc

Consumer Cyclical
-6.42K
- 29.6%
$69.25 - $89.19 $444K - $572K
15.3K $1.19B
SCHW
Schwab Charles Corp

Financial Services
-8.9K
- 23.7%
$71.24 - $83.64 $634K - $744K
28.6K $2.24B
IQV
Iqvia Holdings Inc.

Healthcare
-2.2K
- 30.48%
$176.3 - $209.96 $389K - $463K
5.03K $886M
DIS
Walt Disney CO

Communication Services
-3.54K
- 29.08%
$96.87 - $114.0 $343K - $404K
8.64K $853M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.52K
- 26.11%
$76.94 - $78.28 $502K - $511K
18.5K $1.45B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-10.8K
- 47.83%
$44.41 - $45.98 $480K - $497K
11.8K $538M
Blackrock Inc
-90
- 1.84%
N/A
4.8K $4.54B
MA
Mastercard Inc

Financial Services
-1.01K
- 24.15%
$504.67 - $576.31 $507K - $579K
3.16K $1.73B
CRM
Salesforce, Inc.

Technology
-724
- 18.28%
$268.36 - $359.95 $194K - $261K
3.24K $869M
DEO
Diageo PLC

Consumer Defensive
-2.67K
- 36.54%
$104.79 - $126.12 $280K - $337K
4.64K $486M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.42K
- 18.71%
$128.74 - $138.67 $440K - $474K
14.9K $2.02B
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.58K
- 9.65%
$283.24 - $338.07 $447K - $534K
14.8K $4.36B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-8.75K
- 42.52%
$44.68 - $46.49 $391K - $407K
11.8K $547M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.03K
- 46.27%
$95.85 - $99.25 $386K - $399K
4.67K $462M
ADSK
Autodesk, Inc.

Technology
-963
- 27.05%
N/A
2.6K $680M
OMC
Omnicom Group Inc.

Communication Services
-3K
- 8.04%
$79.43 - $88.34 $238K - $265K
34.3K $2.84B
FIS
Fidelity National Information Services, Inc.

Technology
-1.96K
- 6.6%
$68.12 - $83.42 $134K - $164K
27.8K $2.07B
ADBE
Adobe Inc.

Technology
-451
- 20.73%
$377.84 - $464.11 $170K - $209K
1.73K $662M
TFC
Truist Financial Corp

Financial Services
-2.53K
- 3.48%
$39.48 - $48.15 $100K - $122K
70.3K $2.89B
WFC
Wells Fargo & Company

Financial Services
-5.6K
- 6.39%
$66.78 - $81.42 $374K - $456K
82K $5.89B
UNH
Unitedhealth Group Inc

Healthcare
-579
- 27.78%
$461.52 - $548.18 $267K - $317K
1.51K $788M
V
Visa Inc.

Financial Services
-1.62K
- 17.23%
$306.92 - $362.71 $496K - $586K
7.76K $2.72B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.42K
- 31.46%
$73.78 - $76.59 $252K - $262K
7.44K $570M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-3.61K
- 32.75%
$66.9 - $71.57 $242K - $259K
7.42K $522M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.39K
- 18.11%
$58.01 - $64.46 $254K - $283K
19.8K $1.23B
CHKP
Check Point Software Technologies LTD

Technology
-2.09K
- 30.59%
$179.88 - $231.31 $375K - $482K
4.73K $1.08B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.18K
- 27.24%
$64.88 - $72.1 $141K - $157K
5.81K $382M
ADI
Analog Devices Inc

Technology
-589
- 13.22%
$201.56 - $243.82 $119K - $144K
3.87K $780M
SPMD
Spdr Portfolio

ETFs
-2.23K
- 16.89%
$50.21 - $57.73 $112K - $128K
10.9K $560M
VTC
Vanguard Scottsdale Fds Total

ETFs
-3.64K
- 3.17%
$74.74 - $77.39 $272K - $282K
111K $8.53B
FISV
Fiserv Inc

Technology
-958
- 20.52%
N/A
3.71K $819M
SBUX
Starbucks Corp

Consumer Cyclical
-4.6K
- 10.07%
$91.75 - $115.81 $422K - $533K
41.1K $4.03B
IEFA
Ishares Tr

ETFs
-2.73K
- 19.64%
$69.57 - $78.65 $190K - $215K
11.2K $845M
QCOM
Qualcomm Inc

Technology
-814
- 12.11%
$151.94 - $175.86 $124K - $143K
5.91K $908M
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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