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, VB, AAPL, EFA, and represent 22.69% of Drucker Wealth 3.0's stock portfolio.
- Added to shares of these 10 stocks: FDS, ADP, ACN, SBAC, VOO, ERIE, DFUS, BBWI, VSNT, PAYX.
- Started 16 new stock positions in ERIE, SLB, ASML, GAB.R, DFUS, VSNT, IESC, GLW, WBD, INTC. UBER, SBAC, ADP, LITE, TEN, NET.
- Reduced shares in these 10 stocks: JHG, PFE, AMGN, GIS, AAL, , MSFT, NEU, , UNH.
- Sold out of its positions in AAL, APAM, CDNS, DKNG, FIS, GIS, INGR, NEU, NOW, JHG. BG.
- Drucker Wealth 3.0 was a net buyer of stock by $6.1M.
- Drucker Wealth 3.0 has $573M in assets under management (AUM), dropping by 0.69%.
- Central Index Key (CIK): 0002031642
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Portfolio Holdings for Drucker Wealth 3.0
Drucker Wealth 3.0 holds 266 positions in its portfolio as reported in the March 2026 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) | 8.9 | $51M | 85k | 597.55 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.9 | $22M | 358k | 62.56 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $19M | 73k | 261.92 |
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| Apple (AAPL) | 3.3 | $19M | 74k | 253.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.3 | $19M | 193k | 97.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $17M | 52k | 320.81 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.9 | $16M | 223k | 73.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $16M | 28k | 577.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.5 | $14M | +2% | 67k | 215.06 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $12M | 190k | 64.08 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.9 | $11M | 117k | 94.24 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $9.6M | +2% | 312k | 30.68 |
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| Microsoft Corporation (MSFT) | 1.6 | $9.0M | -5% | 24k | 370.17 |
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| Vanguard Index Fds Value Etf (VTV) | 1.5 | $8.8M | 45k | 196.20 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $8.2M | 28k | 294.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $8.1M | 55k | 148.10 |
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| NVIDIA Corporation (NVDA) | 1.4 | $8.0M | 46k | 174.40 |
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| Amazon (AMZN) | 1.2 | $6.6M | +2% | 32k | 208.27 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $6.2M | +2% | 8.8k | 697.76 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 1.0 | $6.0M | +2% | 78k | 76.83 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $5.8M | 34k | 169.66 |
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| Johnson & Johnson (JNJ) | 1.0 | $5.6M | 23k | 244.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $5.5M | 13k | 436.78 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $5.5M | 30k | 184.28 |
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| Applied Materials (AMAT) | 0.9 | $5.3M | 16k | 341.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $5.3M | -4% | 18k | 287.56 |
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| Philip Morris International (PM) | 0.9 | $5.1M | 31k | 165.34 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $4.8M | +2% | 211k | 22.91 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.8 | $4.6M | 205k | 22.39 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.8 | $4.6M | 37k | 125.03 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $4.6M | 55k | 82.75 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $4.3M | 15k | 287.18 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $4.3M | 79k | 54.05 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $4.1M | 6.3k | 650.30 |
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| Chevron Corporation (CVX) | 0.7 | $4.1M | +2% | 20k | 206.90 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $3.7M | 26k | 142.43 |
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| Nextera Energy (NEE) | 0.6 | $3.6M | 39k | 92.88 |
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| Ishares Tr Broad Usd High (USHY) | 0.6 | $3.5M | +4% | 96k | 36.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.4M | +10% | 12k | 286.87 |
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| Meta Platforms Cl A (META) | 0.6 | $3.3M | -7% | 5.8k | 572.16 |
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| Cisco Systems (CSCO) | 0.6 | $3.3M | 42k | 77.59 |
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| Blackrock (BLK) | 0.6 | $3.3M | 3.4k | 961.79 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $3.2M | 77k | 42.31 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $3.2M | -4% | 45k | 71.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.2M | 6.7k | 479.15 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.5 | $3.0M | +4% | 65k | 46.91 |
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| Coca-Cola Company (KO) | 0.5 | $2.8M | 37k | 76.05 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $2.8M | 14k | 194.13 |
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| Southern Copper Corporation (SCCO) | 0.5 | $2.8M | +4% | 16k | 172.06 |
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| Merck & Co (MRK) | 0.4 | $2.6M | +18% | 21k | 120.29 |
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| Procter & Gamble Company (PG) | 0.4 | $2.5M | +4% | 17k | 144.44 |
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| Tesla Motors (TSLA) | 0.4 | $2.4M | +13% | 6.5k | 371.77 |
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| Home Depot (HD) | 0.4 | $2.4M | 7.3k | 328.91 |
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| Garmin SHS (GRMN) | 0.4 | $2.3M | +24% | 10k | 232.01 |
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| Kinder Morgan (KMI) | 0.4 | $2.3M | +7% | 69k | 33.53 |
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| Fastenal Company (FAST) | 0.4 | $2.3M | +5% | 49k | 46.40 |
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| Williams Companies (WMB) | 0.4 | $2.3M | +6% | 31k | 72.78 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.4 | $2.2M | 86k | 26.30 |
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| Cummins (CMI) | 0.4 | $2.2M | 4.2k | 538.09 |
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| Enbridge (ENB) | 0.4 | $2.2M | -3% | 41k | 54.14 |
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| Broadcom (AVGO) | 0.4 | $2.2M | 7.1k | 309.53 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.2M | -3% | 27k | 79.61 |
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| Wec Energy Group (WEC) | 0.4 | $2.1M | 18k | 115.77 |
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| Altria (MO) | 0.4 | $2.1M | +11% | 31k | 65.99 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.4 | $2.0M | -6% | 57k | 35.71 |
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| Verizon Communications (VZ) | 0.3 | $2.0M | -2% | 40k | 50.20 |
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| Entergy Corporation (ETR) | 0.3 | $2.0M | -7% | 18k | 112.36 |
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| Pepsi (PEP) | 0.3 | $1.9M | +5% | 12k | 155.29 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $1.8M | -6% | 51k | 35.53 |
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| Cme (CME) | 0.3 | $1.8M | +7% | 6.2k | 295.35 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.8M | +66% | 9.1k | 198.28 |
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| At&t (T) | 0.3 | $1.8M | +9% | 62k | 28.99 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.8M | 12k | 145.93 |
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| Visa Com Cl A (V) | 0.3 | $1.6M | -3% | 5.4k | 302.23 |
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| Emerson Electric (EMR) | 0.3 | $1.6M | 13k | 131.02 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.6M | 18k | 89.59 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.6M | -2% | 4.7k | 337.99 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.3 | $1.6M | +2% | 53k | 30.07 |
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| Medtronic SHS (MDT) | 0.3 | $1.6M | 18k | 86.65 |
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| Public Storage (PSA) | 0.3 | $1.6M | 5.7k | 270.90 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.5M | -5% | 12k | 130.94 |
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| Amgen (AMGN) | 0.3 | $1.5M | -33% | 4.4k | 351.86 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $1.5M | +28% | 53k | 28.71 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $1.5M | 31k | 48.32 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.5M | +18% | 25k | 60.65 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $1.4M | +7% | 11k | 134.67 |
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| FactSet Research Systems (FDS) | 0.2 | $1.4M | +186% | 6.4k | 216.99 |
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| Ishares Tr New York Mun Etf (NYF) | 0.2 | $1.4M | 26k | 53.12 |
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| Truist Financial Corp equities (TFC) | 0.2 | $1.4M | -9% | 30k | 45.97 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $1.3M | -2% | 10k | 126.67 |
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| T. Rowe Price (TROW) | 0.2 | $1.3M | -3% | 14k | 90.14 |
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| Booking Holdings (BKNG) | 0.2 | $1.2M | 294.00 | 4209.24 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +11% | 1.3k | 919.45 |
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| Phillips 66 (PSX) | 0.2 | $1.2M | +5% | 6.7k | 182.19 |
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| PNC Financial Services (PNC) | 0.2 | $1.2M | +9% | 5.8k | 208.11 |
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| Abbott Laboratories (ABT) | 0.2 | $1.2M | +3% | 12k | 102.67 |
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| Qualcomm (QCOM) | 0.2 | $1.2M | -9% | 9.3k | 128.78 |
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| Snap-on Incorporated (SNA) | 0.2 | $1.2M | +8% | 3.3k | 363.17 |
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| Hershey Company (HSY) | 0.2 | $1.2M | +9% | 5.6k | 207.91 |
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| Paychex (PAYX) | 0.2 | $1.1M | +79% | 12k | 92.12 |
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| Regions Financial Corporation (RF) | 0.2 | $1.1M | +6% | 43k | 26.12 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $1.1M | +6% | 22k | 50.37 |
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| Cubesmart (CUBE) | 0.2 | $1.1M | +4% | 30k | 36.65 |
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| Omni (OMC) | 0.2 | $1.0M | 14k | 75.31 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.0M | 11k | 93.98 |
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| Oracle Corporation (ORCL) | 0.2 | $1.0M | -4% | 7.0k | 147.10 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | 2.0k | 499.55 |
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| Key (KEY) | 0.2 | $999k | +14% | 50k | 20.05 |
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| Wal-Mart Stores (WMT) | 0.2 | $991k | +3% | 8.0k | 124.28 |
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| Bath & Body Works In (BBWI) | 0.2 | $987k | +133% | 53k | 18.67 |
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| Honeywell International (HON) | 0.2 | $962k | +2% | 4.3k | 226.03 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $947k | +7% | 12k | 77.11 |
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| Williams-Sonoma (WSM) | 0.2 | $944k | +13% | 5.2k | 182.33 |
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| Genuine Parts Company (GPC) | 0.2 | $912k | -6% | 8.6k | 105.75 |
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| Stag Industrial (STAG) | 0.2 | $909k | 25k | 36.06 |
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| Noble Corp Ord Shs A (NE) | 0.2 | $904k | +11% | 18k | 49.07 |
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| Netflix (NFLX) | 0.2 | $871k | +3% | 9.1k | 96.16 |
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| Moelis & Co Cl A (MC) | 0.1 | $855k | +8% | 15k | 57.00 |
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| Air Products & Chemicals (APD) | 0.1 | $844k | -7% | 2.9k | 290.51 |
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| Costco Wholesale Corporation (COST) | 0.1 | $841k | +28% | 844.00 | 996.45 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $840k | 8.5k | 98.39 |
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| Pfizer (PFE) | 0.1 | $817k | -51% | 29k | 28.08 |
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| Bank of America Corporation (BAC) | 0.1 | $811k | +6% | 17k | 48.75 |
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| Kontoor Brands (KTB) | 0.1 | $781k | +27% | 11k | 70.29 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $771k | +2% | 13k | 59.22 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $766k | 5.0k | 152.75 |
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| Automatic Data Processing (ADP) | 0.1 | $754k | NEW | 3.7k | 203.17 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $746k | 6.3k | 118.63 |
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| Analog Devices (ADI) | 0.1 | $738k | 2.3k | 318.12 |
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| GSK Sponsored Adr (GSK) | 0.1 | $726k | -14% | 13k | 55.19 |
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| American Express Company (AXP) | 0.1 | $710k | 2.3k | 302.38 |
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| Xcel Energy (XEL) | 0.1 | $708k | +4% | 8.9k | 79.44 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $706k | NEW | 4.1k | 172.11 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $699k | +6% | 4.8k | 146.29 |
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| Argan (AGX) | 0.1 | $699k | -32% | 1.3k | 544.65 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $694k | +49% | 9.1k | 76.54 |
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| International Business Machines (IBM) | 0.1 | $690k | -6% | 2.8k | 242.34 |
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| XP Cl A (XP) | 0.1 | $689k | +7% | 36k | 19.04 |
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| Watsco, Incorporated (WSO) | 0.1 | $683k | +16% | 1.9k | 363.79 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $681k | -18% | 7.5k | 90.53 |
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| Newmont Mining Corporation (NEM) | 0.1 | $674k | +5% | 6.2k | 108.24 |
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| Advanced Micro Devices (AMD) | 0.1 | $663k | +12% | 3.3k | 203.46 |
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| ConocoPhillips (COP) | 0.1 | $660k | +7% | 5.0k | 132.00 |
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| Erie Indty Cl A (ERIE) | 0.1 | $648k | NEW | 2.6k | 251.35 |
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| Caterpillar (CAT) | 0.1 | $641k | +5% | 905.00 | 708.23 |
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| McKesson Corporation (MCK) | 0.1 | $638k | +2% | 737.00 | 865.37 |
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| eBay (EBAY) | 0.1 | $625k | 6.9k | 91.03 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $609k | NEW | 8.6k | 70.91 |
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| AmerisourceBergen (COR) | 0.1 | $604k | 1.9k | 314.22 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $601k | -6% | 17k | 34.55 |
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| Abbvie (ABBV) | 0.1 | $598k | -2% | 2.8k | 217.53 |
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| Huntington Ingalls Inds (HII) | 0.1 | $597k | -18% | 1.6k | 379.85 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $591k | +24% | 18k | 32.73 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $577k | 3.0k | 192.92 |
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| Becton, Dickinson and (BDX) | 0.1 | $571k | +3% | 3.6k | 157.21 |
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| NetApp (NTAP) | 0.1 | $562k | +18% | 5.5k | 102.40 |
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| Versant Media Group Com Cl A (VSNT) | 0.1 | $560k | NEW | 15k | 37.02 |
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| Domino's Pizza (DPZ) | 0.1 | $557k | -12% | 1.6k | 358.72 |
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| Vici Pptys (VICI) | 0.1 | $553k | +2% | 20k | 27.32 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $548k | -7% | 7.0k | 78.41 |
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| Rockwell Automation (ROK) | 0.1 | $533k | -6% | 1.5k | 358.73 |
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| General Dynamics Corporation (GD) | 0.1 | $531k | 1.5k | 343.08 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $531k | -8% | 106k | 5.03 |
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| Valero Energy Corporation (VLO) | 0.1 | $515k | +4% | 2.1k | 247.14 |
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| Ge Aerospace Com New (GE) | 0.1 | $514k | +18% | 1.8k | 283.76 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $506k | +6% | 2.4k | 213.74 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $503k | -2% | 11k | 48.05 |
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| Pulte (PHM) | 0.1 | $501k | -8% | 4.3k | 117.63 |
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| SYSCO Corporation (SYY) | 0.1 | $501k | -2% | 7.0k | 71.33 |
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| Eversource Energy (ES) | 0.1 | $500k | -3% | 7.2k | 69.28 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $489k | +22% | 8.6k | 56.58 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $487k | 3.3k | 145.73 |
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| Totalenergies Se Act (TTE) | 0.1 | $476k | +9% | 5.2k | 90.97 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $476k | +56% | 13k | 36.81 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $468k | +57% | 7.9k | 59.02 |
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| Ge Vernova (GEV) | 0.1 | $461k | +19% | 528.00 | 873.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $455k | -3% | 2.1k | 217.19 |
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| General Motors Company (GM) | 0.1 | $449k | -3% | 6.0k | 74.50 |
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| Amphenol Corp Cl A (APH) | 0.1 | $448k | +3% | 3.5k | 126.37 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $448k | -16% | 2.2k | 205.83 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $422k | +3% | 618.00 | 682.84 |
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| Skyworks Solutions (SWKS) | 0.1 | $420k | +3% | 7.8k | 53.55 |
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| Triple Flag Precious Metals (TFPM) | 0.1 | $415k | 12k | 34.71 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $395k | +4% | 1.6k | 244.13 |
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| Micron Technology (MU) | 0.1 | $393k | +26% | 1.2k | 338.03 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $380k | 2.0k | 191.92 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $380k | +16% | 42k | 9.13 |
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| TJX Companies (TJX) | 0.1 | $377k | -2% | 2.4k | 159.73 |
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| UnitedHealth (UNH) | 0.1 | $367k | -48% | 1.4k | 270.58 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $367k | -7% | 618.00 | 592.98 |
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| Halliburton Company (HAL) | 0.1 | $359k | +6% | 9.2k | 38.99 |
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| Keysight Technologies (KEYS) | 0.1 | $356k | +2% | 1.3k | 282.50 |
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| Unilever Spon Adr New (UL) | 0.1 | $351k | -9% | 6.2k | 56.97 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $343k | 878.00 | 390.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $336k | 514.00 | 653.21 |
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| Kla Corp Com New (KLAC) | 0.1 | $332k | +9% | 225.00 | 1474.80 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $326k | 2.3k | 141.44 |
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| EOG Resources (EOG) | 0.1 | $321k | +12% | 2.2k | 144.56 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $315k | 3.2k | 97.91 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $313k | -2% | 13k | 24.28 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $312k | +12% | 5.0k | 62.83 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $309k | -27% | 725.00 | 426.22 |
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| Cigna Corp (CI) | 0.1 | $303k | +6% | 1.1k | 266.85 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $302k | 499.00 | 604.66 |
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| Anglogold Ashanti Com Shs (AU) | 0.1 | $299k | +3% | 3.1k | 97.34 |
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| Walt Disney Company (DIS) | 0.1 | $297k | -4% | 3.1k | 96.37 |
|
| Hca Holdings (HCA) | 0.1 | $294k | +11% | 621.00 | 472.57 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $293k | 3.3k | 87.84 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $291k | 3.4k | 86.66 |
|
|
| Citizens Financial (CFG) | 0.1 | $291k | 4.8k | 60.03 |
|
|
| Gilead Sciences (GILD) | 0.1 | $291k | +16% | 2.1k | 139.34 |
|
| Quanta Services (PWR) | 0.0 | $283k | -6% | 515.00 | 549.67 |
|
| Ecolab (ECL) | 0.0 | $283k | -2% | 1.1k | 266.07 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $276k | +24% | 2.2k | 122.80 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $275k | -6% | 7.8k | 35.14 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $275k | 3.8k | 72.07 |
|
|
| Installed Bldg Prods (IBP) | 0.0 | $273k | -10% | 1.0k | 265.15 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $269k | -14% | 900.00 | 298.94 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $269k | 1.4k | 197.78 |
|
|
| Ies Hldgs (IESC) | 0.0 | $258k | NEW | 541.00 | 476.47 |
|
| Edison International (EIX) | 0.0 | $258k | -7% | 3.5k | 73.17 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $257k | -7% | 1.8k | 142.83 |
|
| Ametek (AME) | 0.0 | $255k | +4% | 1.2k | 214.40 |
|
| Goldman Sachs (GS) | 0.0 | $254k | 300.00 | 847.13 |
|
|
| salesforce (CRM) | 0.0 | $251k | +10% | 1.3k | 186.73 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $251k | NEW | 1.2k | 206.36 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $250k | -5% | 1.4k | 173.41 |
|
| Consolidated Edison (ED) | 0.0 | $247k | -13% | 2.2k | 113.19 |
|
| Chubb (CB) | 0.0 | $246k | 755.00 | 326.11 |
|
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $244k | +11% | 3.5k | 69.36 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $244k | +6% | 9.9k | 24.75 |
|
| Kenvue (KVUE) | 0.0 | $244k | +24% | 14k | 17.24 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $242k | NEW | 184.00 | 1313.36 |
|
| Citigroup Com New (C) | 0.0 | $238k | +3% | 2.1k | 113.45 |
|
| Tsakos Energy Navigation SHS (TEN) | 0.0 | $235k | NEW | 6.0k | 39.46 |
|
| Intuit (INTU) | 0.0 | $235k | +21% | 543.00 | 432.20 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $230k | -9% | 3.3k | 70.18 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $229k | +4% | 514.00 | 446.27 |
|
| Morgan Stanley Com New (MS) | 0.0 | $229k | 1.4k | 164.63 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $226k | -17% | 727.00 | 310.87 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $223k | +6% | 2.5k | 88.72 |
|
| Albemarle Corporation (ALB) | 0.0 | $222k | -32% | 1.2k | 179.55 |
|
| Intel Corporation (INTC) | 0.0 | $222k | NEW | 5.0k | 44.12 |
|
| Lumentum Hldgs (LITE) | 0.0 | $221k | NEW | 315.00 | 702.76 |
|
| American Electric Power Company (AEP) | 0.0 | $220k | -6% | 1.7k | 131.04 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $217k | -6% | 895.00 | 242.94 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $217k | +2% | 545.00 | 397.88 |
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.0 | $217k | 3.1k | 70.15 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $216k | -2% | 860.00 | 250.64 |
|
| Corning Incorporated (GLW) | 0.0 | $215k | NEW | 1.6k | 136.02 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $215k | +8% | 1.9k | 114.99 |
|
| SLB Com Stk (SLB) | 0.0 | $214k | NEW | 4.2k | 51.40 |
|
| Lowe's Companies (LOW) | 0.0 | $213k | -3% | 902.00 | 236.18 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $212k | 1.7k | 124.39 |
|
|
| Autodesk (ADSK) | 0.0 | $212k | -22% | 886.00 | 239.50 |
|
| American Tower Reit (AMT) | 0.0 | $212k | -24% | 1.2k | 172.56 |
|
| Uber Technologies (UBER) | 0.0 | $211k | NEW | 2.9k | 71.95 |
|
| Iqvia Holdings (IQV) | 0.0 | $211k | 1.2k | 170.54 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $208k | -46% | 2.1k | 99.24 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $207k | NEW | 7.5k | 27.46 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $204k | -3% | 2.9k | 69.75 |
|
| Haleon Spon Ads (HLN) | 0.0 | $162k | +4% | 16k | 10.01 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $151k | 13k | 11.28 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $85k | -25% | 15k | 5.60 |
|
| Tharimmune (CNTN) | 0.0 | $83k | 25k | 3.27 |
|
|
| Gabelli Equity Tr Right 04/14/2026 (GAB.R) | 0.0 | $107.261000 | NEW | 15k | 0.01 |
|
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 2026 Q1 filed April 23, 2026
- Drucker Wealth 3.0 2025 Q4 filed Feb. 3, 2026
- 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