Drucker Wealth 3.0, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $377 Billion distributed in 149 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 $19.5B, Vanguard Total Stock Market Et with a value of $18.5B, Vanguard Whitehall Fds (Vangua with a value of $17B, Apple Inc. with a value of $13.4B, and Vanguard Ftse Developed Market with a value of $12.1B.

Examining the 13F form we can see an increase of $377B in the current position value.

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 $377 Billion
ETFs: $174 Billion
Technology: $40.8 Billion
Financial Services: $34.6 Billion
Communication Services: $23.6 Billion
Healthcare: $21.5 Billion
Consumer Cyclical: $20 Billion
Energy: $14.8 Billion
Utilities: $12.4 Billion
Other: $31.2 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $377 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 149 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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