Drucker Wealth 3.0, LLC Portfolio Holdings

Drucker Wealth 3.0, LLC

  • $416 Billion
  • Q4 2024

Drucker Wealth 3.0, LLC has filed its 13F form on February 14, 2025 for Q4 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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$616 Million 0.15% of portfolio
1,053
Q4 2024 Reduced 59.16%
$0
$595 Million 0.14% of portfolio
1,032
Q4 2024 Reduced 29.26%
$0
$590 Million 0.14% of portfolio
8,736
Q4 2024 Reduced 8.55%
$206B
$597 Million 0.14% of portfolio
3,508
Q4 2024 Reduced 19.41%
$0
$580 Million 0.14% of portfolio
5,724
Q4 2024 Added 51.97%
$138B
$524 Million 0.13% of portfolio
6,202
Q3 2024 Added 2.55%
$0
$538 Million 0.13% of portfolio
4,761
Q3 2024 Reduced 12.32%
$398B
$532 Million 0.13% of portfolio
3,071
Q4 2024 Added 0.13%
$0
$533 Million 0.13% of portfolio
11,710
Q4 2024 Added 20.83%
$0
$522 Million 0.13% of portfolio
12,620
Q4 2024 Reduced 59.52%
$71.1B
$508 Million 0.12% of portfolio
1,990
Q4 2024 Reduced 2.56%
$0
$512 Million 0.12% of portfolio
2,548
Q4 2024 Reduced 1.77%
$198B
$518 Million 0.12% of portfolio
1,910
Q4 2024 Reduced 0.05%
$782B
$451 Million 0.11% of portfolio
509
Q4 2024 Added 17.68%
$0
$450 Million 0.11% of portfolio
4,142
Q4 2024 Reduced 22.43%
$32.9B
$472 Million 0.11% of portfolio
2,247
Q4 2024 Reduced 3.16%
$194B
$452 Million 0.11% of portfolio
3,734
Q4 2024 Reduced 7.1%
$141B
$453 Million 0.11% of portfolio
2,191
Q4 2024 Added 1.0%
$219B
$421 Million 0.1% of portfolio
1,905
Q4 2024 Added 4.72%
$0
$420 Million 0.1% of portfolio
4,383
Q3 2024 Reduced 13.46%
$0
$412 Million 0.1% of portfolio
2,299
Q3 2024 Reduced 8.08%
$0
$401 Million 0.1% of portfolio
1,067
Q2 2024 New
Blackrock ETF Trust Ii
-
$384 Million 0.09% of portfolio
-
Q3 2024 Reduced 12.36%
$0
$369 Million 0.09% of portfolio
6,423
Q4 2024 Added 1.56%
$0
$335 Million 0.08% of portfolio
3,156
Q3 2024 Reduced 9.18%
$0
$327 Million 0.08% of portfolio
6,191
Q4 2024 Reduced 7.58%
$231B
$333 Million 0.08% of portfolio
4,128
Q4 2024 Added 26.04%
$0
$320 Million 0.08% of portfolio
4,285
Q3 2024 Reduced 10.34%
$367B
$274 Million 0.07% of portfolio
676
Q4 2024 Added 7.1%
$0
$312 Million 0.07% of portfolio
11,409
Q3 2024 Reduced 12.44%
$0
$279 Million 0.07% of portfolio
3,303
Q3 2024 Reduced 5.36%
$15.8B
$312 Million 0.07% of portfolio
7,955
Q4 2024 Added 0.1%
$411B
$292 Million 0.07% of portfolio
329
Q4 2024 Added 6.38%
$0
$263 Million 0.06% of portfolio
2,084
Q4 2024 Added 7.34%
$0
$258 Million 0.06% of portfolio
3,550
Q3 2024 Reduced 1.93%
$68.5B
$233 Million 0.06% of portfolio
1,353
Q4 2024 Added 74.65%
$0
$244 Million 0.06% of portfolio
4,046
Q3 2024 Reduced 12.42%
$0
$232 Million 0.06% of portfolio
12,693
Q3 2024 Added 0.49%
$0
$239 Million 0.06% of portfolio
2,434
Q3 2024 Reduced 14.21%
$0
$260 Million 0.06% of portfolio
533
Q4 2024 Added 21.95%
$0
$230 Million 0.06% of portfolio
6,922
Q3 2024 Reduced 8.8%
$0
$229 Million 0.05% of portfolio
2,442
Q3 2024 Added 3.83%
$226B
$216 Million 0.05% of portfolio
1,906
Q4 2024 Added 10.6%
Dimensional ETF Trust
-
$220 Million 0.05% of portfolio
-
Q4 2024 Added 16.95%
$74.1B
$228 Million 0.05% of portfolio
7,836
Q3 2024 New
$226B
$217 Million 0.05% of portfolio
712
Q4 2024 Added 3.79%
$0
$108 Million 0.03% of portfolio
12,500
Q2 2024 New
$2.01B
$74.9 Million 0.02% of portfolio
10,194
Q3 2024 Reduced 11.69%
Lanvin Group Holdings Limite
-
$19.2 Million 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $416 Billion
  • Prior Value $416 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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