Drucker Wealth 3.0, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $454 Billion distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $45.5B, Vanguard Bd Index Fd Inc Total with a value of $30B, Vanguard Dividend Appreciation with a value of $18.5B, Vanguard Small Cap ETF with a value of $17.8B, and Vanguard Total Stock Market Et with a value of $16.7B.
Examining the 13F form we can see an increase of $20.9B in the current position value, from $433B to 454B.
Drucker Wealth 3.0, LLC is based out at Woodcliff Lake, NJ
Below you can find more details about Drucker Wealth 3.0, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$454 Billion
ETFs: $247 Billion
Technology: $42.6 Billion
Financial Services: $34.2 Billion
Communication Services: $21.7 Billion
Healthcare: $21.2 Billion
Consumer Cyclical: $19 Billion
Consumer Defensive: $14.6 Billion
Utilities: $14 Billion
Other: $30.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions