Drucker Wealth 3.0
Latest statistics and disclosures from Drucker Wealth 3.0's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, COWZ, AAPL, VB, BND, and represent 22.09% of Drucker Wealth 3.0's stock portfolio.
- Added to shares of these 10 stocks: COWZ (+$12M), EFA (+$10M), QQQ (+$8.2M), SCHD (+$6.7M), USHY, VCIT, SPMB, GOVT, VOE, IVOG.
- Started 39 new stock positions in WELL, CDNS, WSO, RBLX, THAR, UBER, IXUS, MPC, TMUS, REXR.
- Reduced shares in these 10 stocks: BND (-$11M), VYM (-$6.1M), VGT (-$5.7M), VB, VO, VEA, VOO, VIG, BNDX, WFC.
- Sold out of its positions in ABNB, KMX, DEO, HLN, SNY.
- Drucker Wealth 3.0 was a net buyer of stock by $18M.
- Drucker Wealth 3.0 has $562M in assets under management (AUM), dropping by 8.47%.
- Central Index Key (CIK): 0002031642
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Portfolio Holdings for Drucker Wealth 3.0
Drucker Wealth 3.0 holds 255 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.8 | $49M | -5% | 80k | 612.38 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.5 | $20M | +171% | 339k | 57.47 |
|
| Apple (AAPL) | 3.4 | $19M | +3% | 75k | 254.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $18M | -20% | 72k | 254.28 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.2 | $18M | -38% | 243k | 74.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $18M | -4% | 54k | 328.17 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 3.0 | $17M | +160% | 180k | 93.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $15M | +116% | 25k | 600.37 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.6 | $15M | -16% | 69k | 215.79 |
|
| Microsoft Corporation (MSFT) | 2.5 | $14M | +11% | 27k | 517.94 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $12M | -22% | 195k | 59.92 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.9 | $11M | +5% | 124k | 84.68 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $9.0M | -7% | 29k | 315.43 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $8.9M | +310% | 327k | 27.30 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.6 | $8.7M | -3% | 47k | 186.49 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $8.1M | -43% | 57k | 140.95 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $8.1M | +12% | 43k | 186.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $7.0M | -3% | 15k | 479.62 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 1.2 | $6.5M | -24% | 83k | 78.38 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.1 | $6.4M | -46% | 8.6k | 746.61 |
|
| Amazon (AMZN) | 1.1 | $6.4M | -2% | 29k | 219.57 |
|
| Philip Morris International (PM) | 0.9 | $5.3M | -16% | 33k | 162.20 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $5.1M | +102% | 29k | 174.58 |
|
| Meta Platforms Cl A (META) | 0.9 | $4.9M | -5% | 6.7k | 734.37 |
|
| Johnson & Johnson (JNJ) | 0.8 | $4.6M | +84% | 25k | 185.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $4.6M | -3% | 19k | 243.09 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $4.5M | +146% | 196k | 23.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $4.4M | -32% | 80k | 54.18 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $4.4M | +201% | 52k | 84.11 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.8 | $4.3M | +170% | 191k | 22.44 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $4.2M | -4% | 6.4k | 666.22 |
|
| Blackrock (BLK) | 0.7 | $4.1M | -17% | 3.6k | 1165.79 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.7 | $4.1M | +137% | 35k | 119.48 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $4.1M | -49% | 14k | 293.74 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.9M | -16% | 35k | 112.75 |
|
| Ishares Tr Broad Usd High (USHY) | 0.7 | $3.8M | +1023% | 101k | 37.78 |
|
| Home Depot (HD) | 0.7 | $3.8M | +88% | 9.3k | 405.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $3.8M | 26k | 145.65 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.5M | -6% | 7.0k | 502.73 |
|
| Cisco Systems (CSCO) | 0.6 | $3.5M | +73% | 51k | 68.42 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $3.3M | +194% | 76k | 43.30 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $3.1M | +7% | 46k | 68.46 |
|
| Chevron Corporation (CVX) | 0.6 | $3.1M | +95% | 20k | 155.29 |
|
| Applied Materials (AMAT) | 0.5 | $2.8M | +31% | 14k | 204.74 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $2.7M | +5% | 15k | 183.73 |
|
| Wells Fargo & Company (WFC) | 0.5 | $2.7M | -45% | 32k | 83.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.7M | -7% | 11k | 243.54 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $2.5M | +118% | 54k | 46.81 |
|
| Procter & Gamble Company (PG) | 0.4 | $2.5M | +73% | 17k | 153.65 |
|
| Nextera Energy (NEE) | 0.4 | $2.5M | +55% | 34k | 75.49 |
|
| Fastenal Company (FAST) | 0.4 | $2.5M | +87% | 51k | 49.04 |
|
| Coca-Cola Company (KO) | 0.4 | $2.5M | -21% | 38k | 66.32 |
|
| Enbridge (ENB) | 0.4 | $2.4M | -47% | 47k | 50.46 |
|
| Tesla Motors (TSLA) | 0.4 | $2.4M | +9% | 5.3k | 444.71 |
|
| UnitedHealth (UNH) | 0.4 | $2.3M | +130% | 6.7k | 345.32 |
|
| Garmin SHS (GRMN) | 0.4 | $2.2M | +102% | 9.0k | 246.21 |
|
| Oracle Corporation (ORCL) | 0.4 | $2.2M | -14% | 7.7k | 281.25 |
|
| Broadcom (AVGO) | 0.4 | $2.2M | +13% | 6.5k | 329.88 |
|
| Entergy Corporation (ETR) | 0.4 | $2.2M | -48% | 23k | 93.19 |
|
| Wec Energy Group (WEC) | 0.4 | $2.1M | -11% | 19k | 114.59 |
|
| Verizon Communications (VZ) | 0.4 | $2.0M | -12% | 45k | 43.95 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.3 | $1.9M | +8% | 59k | 32.90 |
|
| Visa Com Cl A (V) | 0.3 | $1.9M | -11% | 5.7k | 341.38 |
|
| Altria (MO) | 0.3 | $1.9M | +97% | 29k | 66.06 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $1.9M | -6% | 13k | 140.05 |
|
| Booking Holdings (BKNG) | 0.3 | $1.9M | -16% | 346.00 | 5401.13 |
|
| Pulte (PHM) | 0.3 | $1.9M | +115% | 14k | 132.13 |
|
| Southern Copper Corporation (SCCO) | 0.3 | $1.8M | +59% | 15k | 121.36 |
|
| Amgen (AMGN) | 0.3 | $1.8M | -27% | 6.5k | 282.18 |
|
| Williams Companies (WMB) | 0.3 | $1.8M | +93% | 29k | 63.35 |
|
| Medtronic SHS (MDT) | 0.3 | $1.8M | -35% | 19k | 95.24 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.3 | $1.8M | +105% | 67k | 26.95 |
|
| Kinder Morgan (KMI) | 0.3 | $1.8M | +85% | 63k | 28.31 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $1.7M | +9% | 53k | 32.79 |
|
| Air Products & Chemicals (APD) | 0.3 | $1.7M | -41% | 6.2k | 272.71 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $1.7M | -31% | 37k | 45.72 |
|
| Starbucks Corporation (SBUX) | 0.3 | $1.7M | -32% | 20k | 84.60 |
|
| At&t (T) | 0.3 | $1.7M | +60% | 60k | 28.24 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $1.7M | -43% | 14k | 123.75 |
|
| Qualcomm (QCOM) | 0.3 | $1.7M | +31% | 10k | 166.36 |
|
| Cummins (CMI) | 0.3 | $1.7M | +97% | 3.9k | 422.40 |
|
| Emerson Electric (EMR) | 0.3 | $1.6M | +76% | 12k | 131.18 |
|
| Public Storage (PSA) | 0.3 | $1.6M | +98% | 5.4k | 288.83 |
|
| Pepsi (PEP) | 0.3 | $1.5M | +282% | 11k | 140.44 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.5M | -20% | 5.3k | 279.32 |
|
| T. Rowe Price (TROW) | 0.3 | $1.5M | +113% | 14k | 102.64 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.3 | $1.5M | 32k | 46.32 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.3 | $1.4M | -52% | 12k | 122.41 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.3 | $1.4M | +92% | 47k | 30.29 |
|
| Pfizer (PFE) | 0.2 | $1.4M | -18% | 55k | 25.48 |
|
| Cme (CME) | 0.2 | $1.4M | +130% | 5.1k | 270.17 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.2 | $1.3M | -5% | 25k | 53.35 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.3M | -24% | 13k | 95.47 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -10% | 2.2k | 568.73 |
|
| Merck & Co (MRK) | 0.2 | $1.2M | +70% | 15k | 83.93 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.1M | -70% | 22k | 49.46 |
|
| American Airls (AAL) | 0.2 | $1.1M | +155% | 97k | 11.24 |
|
| Netflix (NFLX) | 0.2 | $1.1M | +2% | 881.00 | 1198.62 |
|
| Cubesmart (CUBE) | 0.2 | $1.0M | +149% | 26k | 40.66 |
|
| Dt Midstream Common Stock (DTM) | 0.2 | $1.0M | +69% | 9.1k | 113.06 |
|
| Regions Financial Corporation (RF) | 0.2 | $1.0M | +85% | 39k | 26.37 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $1.0M | +56% | 20k | 50.78 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $990k | -8% | 13k | 78.91 |
|
| Moelis & Co Cl A (MC) | 0.2 | $985k | +101% | 14k | 71.32 |
|
| Becton, Dickinson and (BDX) | 0.2 | $943k | -62% | 5.0k | 187.15 |
|
| United Parcel Service CL B (UPS) | 0.2 | $934k | -29% | 11k | 83.53 |
|
| Genuine Parts Company (GPC) | 0.2 | $928k | -54% | 6.7k | 138.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $923k | +37% | 3.7k | 246.59 |
|
| Hershey Company (HSY) | 0.2 | $910k | +101% | 4.9k | 187.05 |
|
| General Mills (GIS) | 0.2 | $909k | +20% | 18k | 50.42 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $883k | -31% | 12k | 73.46 |
|
| Snap-on Incorporated (SNA) | 0.2 | $870k | +121% | 2.5k | 346.50 |
|
| PNC Financial Services (PNC) | 0.2 | $860k | +20% | 4.3k | 200.94 |
|
| American Tower Reit (AMT) | 0.2 | $843k | -55% | 4.4k | 192.30 |
|
| Omni (OMC) | 0.1 | $835k | -62% | 10k | 81.53 |
|
| Honeywell International (HON) | 0.1 | $830k | +3% | 3.9k | 210.48 |
|
| Paychex (PAYX) | 0.1 | $815k | +23% | 6.4k | 126.75 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $809k | 9.3k | 87.31 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $807k | -63% | 19k | 43.16 |
|
| International Business Machines (IBM) | 0.1 | $804k | -6% | 2.9k | 282.09 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $804k | -64% | 177k | 4.54 |
|
| Stag Industrial (STAG) | 0.1 | $786k | +98% | 22k | 35.29 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $782k | 1.0k | 763.41 |
|
|
| American Express Company (AXP) | 0.1 | $777k | +2% | 2.3k | 332.25 |
|
| 3M Company (MMM) | 0.1 | $774k | +26% | 5.0k | 155.18 |
|
| Phillips 66 (PSX) | 0.1 | $767k | +72% | 5.6k | 136.01 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $744k | +6% | 4.1k | 182.39 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $740k | +110% | 17k | 44.51 |
|
| Williams-Sonoma (WSM) | 0.1 | $719k | NEW | 3.7k | 195.45 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $711k | -11% | 6.5k | 108.95 |
|
| Key (KEY) | 0.1 | $706k | +102% | 38k | 18.69 |
|
| Wal-Mart Stores (WMT) | 0.1 | $701k | 6.8k | 103.07 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $700k | -52% | 8.5k | 82.33 |
|
| Argan (AGX) | 0.1 | $699k | NEW | 2.6k | 270.05 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $694k | 12k | 57.19 |
|
|
| Domino's Pizza (DPZ) | 0.1 | $685k | +81% | 1.6k | 431.80 |
|
| Bank of America Corporation (BAC) | 0.1 | $685k | 13k | 51.59 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $679k | -69% | 22k | 31.42 |
|
| AmerisourceBergen (COR) | 0.1 | $665k | -14% | 2.1k | 312.56 |
|
| eBay (EBAY) | 0.1 | $662k | -15% | 7.3k | 90.95 |
|
| Vici Pptys (VICI) | 0.1 | $655k | +76% | 20k | 32.61 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $652k | -61% | 2.3k | 287.96 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $642k | -10% | 5.0k | 128.23 |
|
| Mid-America Apartment (MAA) | 0.1 | $639k | +105% | 4.6k | 139.72 |
|
| ConocoPhillips (COP) | 0.1 | $636k | +32% | 6.7k | 94.59 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $634k | +4% | 685.00 | 925.22 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $622k | +76% | 37k | 16.93 |
|
| Xcel Energy (XEL) | 0.1 | $619k | +96% | 7.7k | 80.65 |
|
| Analog Devices (ADI) | 0.1 | $601k | -15% | 2.4k | 245.71 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $589k | +7% | 18k | 32.07 |
|
| Abbvie (ABBV) | 0.1 | $582k | -43% | 2.5k | 231.58 |
|
| McKesson Corporation (MCK) | 0.1 | $578k | -11% | 748.00 | 772.88 |
|
| Eversource Energy (ES) | 0.1 | $572k | -38% | 8.0k | 71.14 |
|
| Kontoor Brands (KTB) | 0.1 | $557k | NEW | 7.0k | 79.77 |
|
| General Dynamics Corporation (GD) | 0.1 | $551k | -13% | 1.6k | 340.95 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $546k | +109% | 13k | 43.40 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $520k | -2% | 6.6k | 78.35 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $515k | 2.5k | 209.33 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $513k | -5% | 3.1k | 167.33 |
|
| Fidelity National Information Services (FIS) | 0.1 | $506k | -62% | 7.7k | 65.94 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $503k | -19% | 2.4k | 206.87 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $498k | +26% | 4.0k | 123.75 |
|
| Watsco, Incorporated (WSO) | 0.1 | $486k | NEW | 1.2k | 404.30 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $471k | 3.4k | 139.66 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $471k | -4% | 2.3k | 208.69 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $471k | +29% | 5.6k | 84.32 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $469k | -2% | 4.7k | 100.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $468k | 1.0k | 468.35 |
|
|
| Autodesk (ADSK) | 0.1 | $458k | -24% | 1.4k | 317.60 |
|
| Unilever Spon Adr New (UL) | 0.1 | $455k | -15% | 7.7k | 59.28 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $442k | -20% | 19k | 23.47 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $426k | 4.3k | 99.80 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $423k | +9% | 2.6k | 161.80 |
|
| Rayonier (RYN) | 0.1 | $422k | NEW | 16k | 26.54 |
|
| Ge Aerospace Com New (GE) | 0.1 | $418k | +12% | 1.4k | 300.97 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $412k | +8% | 839.00 | 490.50 |
|
| Walt Disney Company (DIS) | 0.1 | $399k | -29% | 3.5k | 114.48 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $399k | -3% | 7.2k | 55.33 |
|
| salesforce (CRM) | 0.1 | $397k | -30% | 1.7k | 236.93 |
|
| XP Cl A (XP) | 0.1 | $392k | NEW | 21k | 18.79 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $389k | 581.00 | 669.30 |
|
|
| General Motors Company (GM) | 0.1 | $388k | +41% | 6.4k | 60.97 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $383k | NEW | 9.3k | 41.11 |
|
| Noble Corp Ord Shs A (NE) | 0.1 | $378k | NEW | 13k | 28.28 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $370k | -11% | 4.7k | 78.09 |
|
| Iqvia Holdings (IQV) | 0.1 | $364k | -31% | 1.9k | 189.90 |
|
| Servicenow (NOW) | 0.1 | $362k | +16% | 393.00 | 920.55 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $361k | +12% | 592.00 | 609.71 |
|
| Triple Flag Precious Metals (TFPM) | 0.1 | $357k | +39% | 12k | 29.26 |
|
| EOG Resources (EOG) | 0.1 | $342k | NEW | 3.1k | 112.14 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $336k | 3.2k | 104.51 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $331k | NEW | 1.9k | 170.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $323k | +3% | 1.7k | 189.70 |
|
| Caterpillar (CAT) | 0.1 | $320k | +19% | 670.00 | 477.62 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $318k | -54% | 17k | 18.24 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $316k | -21% | 895.00 | 352.75 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $313k | 4.9k | 64.20 |
|
|
| Ecolab (ECL) | 0.1 | $311k | -8% | 1.1k | 273.74 |
|
| Fmc Corp Com New (FMC) | 0.1 | $309k | +61% | 9.2k | 33.63 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.1 | $307k | 4.3k | 71.94 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $306k | NEW | 426.00 | 717.82 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $303k | +12% | 2.1k | 145.58 |
|
| TJX Companies (TJX) | 0.1 | $302k | +15% | 2.1k | 144.58 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $299k | +10% | 1.5k | 201.54 |
|
| Robert Half International (RHI) | 0.1 | $298k | +78% | 8.8k | 33.98 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $297k | 3.3k | 88.96 |
|
|
| Rockwell Automation (ROK) | 0.1 | $296k | +15% | 848.00 | 349.34 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $293k | 950.00 | 307.95 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $288k | -17% | 6.1k | 46.96 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $287k | NEW | 1.5k | 192.75 |
|
| Anthem (ELV) | 0.1 | $284k | -41% | 879.00 | 323.16 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $281k | 7.5k | 37.40 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $280k | +7% | 1.6k | 170.83 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $276k | -18% | 926.00 | 297.90 |
|
| McDonald's Corporation (MCD) | 0.0 | $270k | +11% | 887.00 | 304.00 |
|
| Edison International (EIX) | 0.0 | $269k | -76% | 4.9k | 55.28 |
|
| Intuit (INTU) | 0.0 | $268k | +3% | 392.00 | 683.65 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $268k | NEW | 1.9k | 138.49 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $267k | -25% | 3.9k | 68.07 |
|
| Citizens Financial (CFG) | 0.0 | $259k | +2% | 4.9k | 53.19 |
|
| West Pharmaceutical Services (WST) | 0.0 | $259k | NEW | 986.00 | 262.33 |
|
| Installed Bldg Prods (IBP) | 0.0 | $258k | NEW | 1.0k | 246.66 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $255k | -47% | 2.6k | 99.37 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $255k | NEW | 1.9k | 133.93 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $253k | -13% | 3.6k | 70.86 |
|
| Cigna Corp (CI) | 0.0 | $251k | +33% | 869.00 | 288.31 |
|
| Quanta Services (PWR) | 0.0 | $250k | 603.00 | 414.03 |
|
|
| United Rentals (URI) | 0.0 | $245k | NEW | 257.00 | 954.38 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $245k | NEW | 491.00 | 499.34 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $244k | NEW | 4.1k | 59.68 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $243k | NEW | 1.7k | 145.77 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $237k | NEW | 1.3k | 178.09 |
|
| Fiserv (FI) | 0.0 | $234k | -37% | 1.8k | 128.89 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $231k | NEW | 552.00 | 419.21 |
|
| Southern Company (SO) | 0.0 | $229k | NEW | 2.4k | 94.78 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $229k | NEW | 1.1k | 214.64 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $228k | -2% | 3.1k | 72.58 |
|
| Goldman Sachs (GS) | 0.0 | $225k | NEW | 283.00 | 796.45 |
|
| Lowe's Companies (LOW) | 0.0 | $224k | NEW | 890.00 | 251.19 |
|
| Ge Vernova (GEV) | 0.0 | $223k | NEW | 363.00 | 615.04 |
|
| Hca Holdings (HCA) | 0.0 | $223k | NEW | 523.00 | 425.69 |
|
| Uber Technologies (UBER) | 0.0 | $220k | NEW | 2.2k | 97.99 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $212k | 9.1k | 23.28 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $211k | NEW | 3.0k | 70.32 |
|
| Cadence Design Systems (CDNS) | 0.0 | $210k | NEW | 597.00 | 351.02 |
|
| Kla Corp Com New (KLAC) | 0.0 | $208k | NEW | 193.00 | 1078.33 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $207k | NEW | 2.5k | 82.59 |
|
| Metropcs Communications (TMUS) | 0.0 | $205k | NEW | 857.00 | 239.53 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $204k | NEW | 1.7k | 118.85 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $204k | -79% | 2.2k | 91.41 |
|
| Cintas Corporation (CTAS) | 0.0 | $201k | -4% | 980.00 | 205.09 |
|
| Peak (DOC) | 0.0 | $194k | NEW | 10k | 19.15 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $185k | NEW | 20k | 9.16 |
|
| Helix Energy Solutions (HLX) | 0.0 | $66k | NEW | 10k | 6.56 |
|
| Tharimmune (THAR) | 0.0 | $29k | NEW | 10k | 2.84 |
|
Past Filings by Drucker Wealth 3.0
SEC 13F filings are viewable for Drucker Wealth 3.0 going back to 2024
- Drucker Wealth 3.0 2025 Q3 filed Nov. 7, 2025
- Drucker Wealth 3.0 2025 Q2 filed July 24, 2025
- Drucker Wealth 3.0 2025 Q1 filed May 9, 2025
- Drucker Wealth 3.0 2024 Q4 restated filed Feb. 20, 2025
- Drucker Wealth 3.0 2024 Q4 filed Feb. 18, 2025
- Drucker Wealth 3.0 2024 Q3 filed Nov. 15, 2024
- Drucker Wealth 3.0 2024 Q2 filed Aug. 14, 2024