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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.95B
$2.65 Billion 0.64% of portfolio
10,032
Q3 2024 Added 2.69%
$3.74B
$1.09 Billion 0.26% of portfolio
59,110
Q3 2024 Added 1.67%
$2.98B
$74.9 Million 0.02% of portfolio
10,194
Q3 2024 Reduced 11.69%

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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