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
ELV
Elevance Health, Inc.

Healthcare
-619
- 41.32%
$274.66 - $395.76 $170K - $245K
879 $284M
VZ
Verizon Communications Inc

Communication Services
-6.39K
- 12.48%
$40.84 - $45.06 $261K - $288K
44.8K $1.97B
CHKP
Check Point Software Technologies LTD

Technology
-583
- 19.34%
$180.73 - $231.23 $105K - $135K
2.43K $503M
DIS
Walt Disney CO

Communication Services
-1.43K
- 29.03%
$112.25 - $124.0 $160K - $177K
3.49K $399M
MA
Mastercard Inc

Financial Services
-262
- 10.65%
$550.18 - $598.96 $144K - $157K
2.2K $1.25B
ADSK
Autodesk, Inc.

Technology
-474
- 24.75%
N/A
1.44K $458M
ADBE
Adobe Inc.

Technology
-247
- 21.63%
$333.65 - $392.1 $82.4K - $96.8K
895 $316M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.95K
- 20.82%
$22.9 - $23.58 $113K - $117K
18.8K $442M
ADI
Analog Devices Inc

Technology
-447
- 15.46%
$220.68 - $255.63 $98.6K - $114K
2.45K $601M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-862
- 6.05%
$136.48 - $142.97 $118K - $123K
13.4K $1.87B
IQV
Iqvia Holdings Inc.

Healthcare
-887
- 31.63%
$157.68 - $200.82 $140K - $178K
1.92K $364M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.2K
- 8.74%
$78.11 - $79.07 $93.8K - $95K
12.5K $989M
IBM
International Business Machines Corp

Technology
-208
- 6.8%
$234.77 - $292.47 $48.8K - $60.8K
2.85K $804M
ABC
Amerisourcebergen Corp

Healthcare
-358
- 14.41%
N/A
2.13K $664M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.35K
- 25.65%
$64.12 - $68.08 $86.7K - $92K
3.92K $267M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.36K
- 20.34%
$224.68 - $282.71 $305K - $384K
5.32K $1.49B
WEC
Wec Energy Group, Inc.

Utilities
-2.41K
- 11.48%
$103.66 - $114.59 $250K - $277K
18.6K $2.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-466
- 6.25%
$459.11 - $506.91 $214K - $236K
6.99K $3.51B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.34K
- 17.87%
$45.72 - $47.27 $61K - $63.1K
6.13K $288M
VEEV
Veeva Systems Inc

Healthcare
-216
- 18.91%
$269.2 - $297.91 $58.1K - $64.3K
926 $276M
NVS
Novartis Ag

Healthcare
-593
- 10.59%
$113.5 - $129.73 $67.3K - $76.9K
5.01K $642M
NYF
Ishares New York Muni Bond ETF

ETFs
-1.5K
- 5.63%
$51.6 - $53.44 $77.6K - $80.3K
25.2K $1.34B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-613
- 11.46%
$76.16 - $78.59 $46.7K - $48.2K
4.74K $370M
MCK
Mckesson Corp

Healthcare
-94
- 11.16%
$659.01 - $772.54 $61.9K - $72.6K
748 $578M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-557
- 13.48%
$67.48 - $71.55 $37.6K - $39.9K
3.58K $253M
ECL
Ecolab Inc.

Basic Materials
-112
- 8.97%
$259.39 - $285.47 $29.1K - $32K
1.14K $311M
CTAS
Cintas Corp

Industrials
-46
- 4.48%
$199.29 - $226.27 $9.17K - $10.4K
980 $201M
GD
General Dynamics Corp

Industrials
-260
- 13.86%
$293.92 - $341.0 $76.4K - $88.7K
1.62K $551M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-135
- 2.8%
$97.75 - $100.75 $13.2K - $13.6K
4.68K $469M
VBR
Vanguard Small Cap Value ETF

ETFs
-95
- 4.04%
$195.41 - $212.37 $18.6K - $20.2K
2.26K $471M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-267
- 3.57%
$52.12 - $55.33 $13.9K - $14.8K
7.2K $399M
EBAY
Ebay Inc

Consumer Cyclical
-1.35K
- 15.64%
$75.33 - $100.77 $102K - $136K
7.28K $662M
SPMD
Spdr Portfolio

ETFs
-220
- 1.78%
$54.43 - $58.29 $12K - $12.8K
12.1K $694M
IWS
Ishares Russell Midcap Value E

ETFs
-62
- 1.8%
$132.83 - $140.61 $8.24K - $8.72K
3.38K $471M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-23
- 0.25%
$21.69 - $23.34 $499 - $537
9.12K $212M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-71
- 2.21%
$67.21 - $72.65 $4.77K - $5.16K
3.14K $228M
VV
Vanguard Large Cap ETF

ETFs
-1
- 0.11%
$285.05 - $309.14 $285 - $309
950 $293M
VXF
Vanguard Extended Market ETF

ETFs
-40
- 1.6%
$193.58 - $213.07 $7.74K - $8.52K
2.46K $515M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-138
- 2.04%
$72.65 - $78.68 $10K - $10.9K
6.64K $520M
BK
Bank Of New York Mellon Corp

Financial Services
-850
- 11.52%
$90.65 - $109.75 $77.1K - $93.3K
6.53K $711M
IEFA
Ishares Tr

ETFs
-41
- 0.44%
$81.7 - $87.53 $3.35K - $3.59K
9.27K $809M
ORCL
Oracle Corp

Technology
-1.33K
- 14.65%
$218.96 - $328.33 $291K - $436K
7.73K $2.18B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.1%
$420.11 - $472.68 $420 - $473
1K $468M
RTX
Raytheon Technologies Corp

Industrials
-167
- 5.16%
$144.19 - $167.33 $24.1K - $27.9K
3.07K $513M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-296
- 0.92%
$42.26 - $47.16 $12.5K - $14K
31.9K $1.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
-282
- 4.25%
$617.65 - $666.84 $174K - $188K
6.35K $4.23B
VTV
Vanguard Value ETF

ETFs
-1.48K
- 3.07%
$175.51 - $186.57 $260K - $276K
46.8K $8.73B
VTI
Vanguard Total Stock Market Et

ETFs
-2.8K
- 4.94%
$303.93 - $329.86 $850K - $923K
53.9K $17.7B
JPM
Jpmorgan Chase & CO

Financial Services
-2.28K
- 7.39%
$282.78 - $316.06 $644K - $720K
28.5K $9B
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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