Drucker Wealth 3.0, LLC Portfolio Holdings

Drucker Wealth 3.0, LLC

  • $454 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$160B
$2.24 Billion 0.49% of portfolio
28,630
Q1 2025 Reduced 23.7%
$19.2B
$2.23 Billion 0.49% of portfolio
37,902
Q1 2025 Reduced 19.65%
$74.7B
$2.22 Billion 0.49% of portfolio
20,157
Q1 2025 Added 0.05%
$136B
$2.1 Billion 0.46% of portfolio
82,946
Q1 2025 Added 16.18%
$49.3B
$2.07 Billion 0.46% of portfolio
27,765
Q1 2025 Reduced 6.6%
$1.1T
$2.04 Billion 0.45% of portfolio
13,029
Q1 2025 Reduced 7.79%
$0
$2.02 Billion 0.44% of portfolio
14,860
Q1 2025 Reduced 18.71%
$562B
$1.73 Billion 0.38% of portfolio
3,156
Q1 2025 Reduced 24.15%
$0
$1.75 Billion 0.38% of portfolio
14,310
Q1 2025 Added 12.5%
$8.92B
$1.61 Billion 0.35% of portfolio
7,867
Q1 2025 Added 16.17%
$479B
$1.55 Billion 0.34% of portfolio
11,102
Q1 2025 Reduced 18.37%
$1.1T
$1.5 Billion 0.33% of portfolio
9,009
Q1 2025 Reduced 28.34%
$0
$1.45 Billion 0.32% of portfolio
18,460
Q1 2025 Reduced 26.11%
$0
$1.42 Billion 0.31% of portfolio
15,697
Q1 2025 Reduced 44.03%
$0
$1.23 Billion 0.27% of portfolio
19,822
Q1 2025 Reduced 18.11%
$10.8B
$1.19 Billion 0.26% of portfolio
15,261
Q1 2025 Reduced 29.6%
$91B
$1.12 Billion 0.25% of portfolio
2,586
Q1 2025 Reduced 23.38%
$28.8B
$1.08 Billion 0.24% of portfolio
4,731
Q1 2025 Reduced 30.59%
$38.4B
$1.05 Billion 0.23% of portfolio
3,791
Q1 2025 Reduced 24.86%
$0
$986 Million 0.22% of portfolio
18,720
Q1 2025 Added 30.64%
$105B
$998 Million 0.22% of portfolio
16,628
Q1 2025 Reduced 4.77%
$409B
$1.01 Billion 0.22% of portfolio
6,071
Q1 2025 Added 57.08%
$1.03T
$934 Million 0.21% of portfolio
3,602
Q1 2025 Added 17.52%
$179B
$908 Million 0.2% of portfolio
5,909
Q1 2025 Reduced 12.11%
$29.7B
$886 Million 0.2% of portfolio
5,027
Q1 2025 Reduced 30.48%
$0
$931 Million 0.2% of portfolio
15,585
Q1 2025 New
$0
$845 Million 0.19% of portfolio
11,164
Q1 2025 Reduced 19.64%
$268B
$869 Million 0.19% of portfolio
3,237
Q1 2025 Reduced 18.28%
$216B
$853 Million 0.19% of portfolio
8,638
Q1 2025 Reduced 29.08%
$79.5B
$819 Million 0.18% of portfolio
3,710
Q1 2025 Reduced 20.52%
$0
$819 Million 0.18% of portfolio
20,097
Q1 2025 Added 42.04%
$255B
$775 Million 0.17% of portfolio
6,954
Q1 2025 Reduced 17.46%
$120B
$780 Million 0.17% of portfolio
3,866
Q1 2025 Reduced 13.22%
$284B
$788 Million 0.17% of portfolio
1,505
Q1 2025 Reduced 27.78%
$160B
$729 Million 0.16% of portfolio
12,248
Q1 2025 Reduced 16.27%
$43.3B
$748 Million 0.16% of portfolio
11,042
Q1 2025 Reduced 15.46%
$101B
$715 Million 0.16% of portfolio
1,063
Q1 2025 Reduced 10.75%
$116B
$731 Million 0.16% of portfolio
6,958
Q1 2025 Added 29.38%
$72.7B
$741 Million 0.16% of portfolio
8,841
Q1 2025 Reduced 11.15%
Capital Grp Fixed Incm ETF T
-
$707 Million 0.16% of portfolio
-
Q1 2025 Reduced 54.88%
$76.2B
$710 Million 0.16% of portfolio
2,604
Q1 2025 Reduced 10.45%
$193B
$662 Million 0.15% of portfolio
1,725
Q1 2025 Reduced 20.73%
$53.1B
$680 Million 0.15% of portfolio
2,597
Q1 2025 Reduced 27.05%
$0
$643 Million 0.14% of portfolio
23,154
Q1 2025 New
$386B
$653 Million 0.14% of portfolio
3,830
Q1 2025 Added 24.55%
$0
$643 Million 0.14% of portfolio
4,006
Q1 2025 Reduced 3.03%
$99.1B
$630 Million 0.14% of portfolio
3,763
Q1 2025 Added 59.25%
$767B
$609 Million 0.13% of portfolio
738
Q1 2025 Added 23.21%
$0
$570 Million 0.13% of portfolio
7,443
Q1 2025 Reduced 31.46%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $454 Billion
  • Prior Value $433 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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