Drucker Wealth 3.0, LLC Portfolio Holdings

Drucker Wealth 3.0, LLC

  • $416 Billion
  • Q3 2024

Drucker Wealth 3.0, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $416 Billion distributed in 150 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 $25.7B, Vanguard Total Stock Market Et with a value of $19.9B, Vanguard Whitehall Fds (Vangua with a value of $17.2B, Apple Inc. with a value of $14.9B, and Vanguard Ftse Developed Market with a value of $13.4B.

Examining the 13F form we can see an increase of $39.5B in the current position value, from $377B to 416B.

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 $416 Billion
ETFs: $192 Billion
Technology: $44.7 Billion
Financial Services: $37.5 Billion
Communication Services: $25.1 Billion
Healthcare: $22.6 Billion
Consumer Cyclical: $22.6 Billion
Energy: $16 Billion
Utilities: $15.3 Billion
Other: $36.1 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$14.9 Billion 3.58% of portfolio
64,020
Q3 2024 Added 0.75%
$3.1T
$8.77 Billion 2.11% of portfolio
20,370
Q3 2024 Added 1.16%
$706B
$8.2 Billion 1.97% of portfolio
38,904
Q3 2024 Added 1.77%
$2.07T
$6.34 Billion 1.52% of portfolio
34,034
Q3 2024 Added 5.06%
$501B
$5.48 Billion 1.32% of portfolio
46,730
Q3 2024 Added 1.61%
$202B
$5.35 Billion 1.28% of portfolio
44,033
Q3 2024 Added 2.33%
$1.26T
$5.16 Billion 1.24% of portfolio
9,023
Q3 2024 Added 2.07%
$279B
$5.05 Billion 1.21% of portfolio
89,361
Q3 2024 Added 1.79%
$610B
$4.6 Billion 1.11% of portfolio
10,005
Q3 2024 Added 3.28%
$1.06T
$4.01 Billion 0.96% of portfolio
24,151
Q3 2024 Added 1.22%
$272B
$3.84 Billion 0.92% of portfolio
53,465
Q3 2024 Added 1.05%
$503B
$2.7 Billion 0.65% of portfolio
9,807
Q3 2024 Added 1.95%
$514B
$2.67 Billion 0.64% of portfolio
15,648
Q3 2024 Added 3.79%
$1.08T
$2.55 Billion 0.61% of portfolio
15,244
Q3 2024 Added 6.39%
$364B
$2.48 Billion 0.6% of portfolio
20,424
Q3 2024 Added 22.45%
$977B
$2.34 Billion 0.56% of portfolio
13,449
Q3 2024 Added 1.07%
$562B
$1.24 Billion 0.3% of portfolio
2,129
Q3 2024 Added 2.06%
$232B
$1.16 Billion 0.28% of portfolio
2,231
Q3 2024 Added 12.56%
$208B
$1.12 Billion 0.27% of portfolio
11,657
Q3 2024 Added 0.92%
$326B
$1.03 Billion 0.25% of portfolio
3,756
Q3 2024 Added 42.17%
$222B
$1.04 Billion 0.25% of portfolio
9,003
Q3 2024 Added 2.19%
$1.08T
$723 Million 0.17% of portfolio
2,762
Q3 2024 Added 22.86%
$400B
$648 Million 0.16% of portfolio
4,002
Q3 2024 Reduced 4.46%
$370B
$615 Million 0.15% of portfolio
15,487
Q3 2024 Added 3.71%
$219B
$597 Million 0.14% of portfolio
3,508
Q3 2024 Added 7.67%
$405B
$532 Million 0.13% of portfolio
3,071
Q3 2024 Reduced 3.7%
$215B
$518 Million 0.12% of portfolio
1,910
Q3 2024 Added 0.74%
$716B
$451 Million 0.11% of portfolio
509
Q3 2024 Added 5.38%
$237B
$333 Million 0.08% of portfolio
4,128
Q3 2024 Added 1.7%
$409B
$274 Million 0.07% of portfolio
676
Q3 2024 Added 3.36%
$411B
$292 Million 0.07% of portfolio
329
Q3 2024 Added 5.79%
$247B
$216 Million 0.05% of portfolio
1,906
Q3 2024 Reduced 2.11%
$214B
$217 Million 0.05% of portfolio
712
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $416 Billion
  • Prior Value $377 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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