The Analysis of Drucker Wealth 3.0, LLC's Holdings
Currently, Drucker Wealth 3.0, LLC holds 255 types of securities in its portfolio with a total value $561.8M. In the most recent quarter, they have increased their positions in COWZ (+213.8K shares, valued at $12.3M), EFA (+110.9K shares, valued at $10.4M), QQQ (+13.7K shares, valued at $8.2M); decreased their positions in BND (-152.0K shares, valued at $11.3M), VYM (-43.3K shares, valued at $6.1M), VGT (-7.6K shares, valued at $5.7M); initiated new positions in WSM (+3.7K shares, valued at $718.6K), AGX (+2.6K shares, valued at $698.9K), KTB (+7.0K shares, valued at $557.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS80.4K shares-5.70%2025-09-302025-11-07
COWZ PACER FDS TR338.6K shares171.22%2025-09-302025-11-07 AAPL APPLE INC74.5K shares3.60%2025-09-302025-11-07 VB VANGUARD INDEX FDS72.1K shares-20.36%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS242.6K shares-38.52%2025-09-302025-11-07 VTI VANGUARD INDEX FDS53.9K shares-4.94%2025-09-302025-11-07 EFA ISHARES TR180.1K shares160.19%2025-09-302025-11-07 QQQ INVESCO QQQ TR25.4K shares116.10%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS68.8K shares-16.46%2025-09-302025-11-07 MSFT MICROSOFT CORP27.1K shares11.48%2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS194.6K shares-22.02%2025-09-302025-11-07 VYMI VANGUARD WHITEHALL FDS123.7K shares5.55%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.28.5K shares-7.39%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR326.5K shares310.79%2025-09-302025-11-07 VTV VANGUARD INDEX FDS46.8K shares-3.07%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS57.3K shares-43.02%2025-09-302025-11-07 NVDA NVIDIA CORPORATION43.3K shares12.35%2025-09-302025-11-07 VUG VANGUARD INDEX FDS14.6K shares-3.55%2025-09-302025-11-07 VTC VANGUARD SCOTTSDALE FDS82.8K shares-24.21%2025-09-302025-11-07 VGT VANGUARD WORLD FD8.6K shares-46.95%2025-09-302025-11-07 AMZN AMAZON COM INC29.1K shares-2.30%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC32.6K shares-16.69%2025-09-302025-11-07 VOE VANGUARD INDEX FDS29.0K shares102.52%2025-09-302025-11-07 META META PLATFORMS INC6.7K shares-5.99%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON24.7K shares84.02%2025-09-302025-11-07 GOOGL ALPHABET INC18.7K shares-3.06%2025-09-302025-11-07 GOVT ISHARES TR195.5K shares146.93%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F80.4K shares-32.18%2025-09-302025-11-07 VCIT VANGUARD SCOTTSDALE FDS51.7K shares201.62%2025-09-302025-11-07 SPMB SPDR SERIES TRUST190.9K shares170.84%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR6.4K shares-4.25%2025-09-302025-11-07 BLK BLACKROCK INC3.6K shares-17.26%2025-09-302025-11-07 IVOG VANGUARD ADMIRAL FDS INC34.6K shares137.60%2025-09-302025-11-07 VO VANGUARD INDEX FDS14.0K shares-49.34%2025-09-302025-11-07 XOM EXXON MOBIL CORP34.8K shares-16.43%2025-09-302025-11-07 USHY ISHARES TR101.2K shares1023.44%2025-09-302025-11-07 HD HOME DEPOT INC9.3K shares88.84%2025-09-302025-11-07 ITOT ISHARES TR25.8K shares0.00%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL7.0K shares-6.25%2025-09-302025-11-07 CSCO CISCO SYS INC50.9K shares73.66%2025-09-302025-11-07 SHYG ISHARES TR75.6K shares194.67%2025-09-302025-11-07 DFAS DIMENSIONAL ETF TRUST45.8K shares7.50%2025-09-302025-11-07 CVX CHEVRON CORP NEW20.0K shares95.82%2025-09-302025-11-07 AMAT APPLIED MATLS INC13.7K shares31.72%2025-09-302025-11-07 TXN TEXAS INSTRS INC14.8K shares5.49%2025-09-302025-11-07 WFC WELLS FARGO CO NEW32.4K shares-45.45%2025-09-302025-11-07 GOOG ALPHABET INC11.0K shares-7.43%2025-09-302025-11-07 SPEM SPDR INDEX SHS FDS54.1K shares118.48%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO16.4K shares73.74%2025-09-302025-11-07 NEE NEXTERA ENERGY INC33.5K shares55.22%2025-09-302025-11-07 FAST FASTENAL CO51.0K shares87.95%2025-09-302025-11-07 KO COCA COLA CO37.5K shares-21.14%2025-09-302025-11-07 ENB ENBRIDGE INC47.4K shares-47.46%2025-09-302025-11-07 TSLA TESLA INC5.3K shares9.52%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC6.7K shares130.76%2025-09-302025-11-07 GRMN GARMIN LTD9.0K shares102.92%2025-09-302025-11-07 ORCL ORACLE CORP7.7K shares-14.65%2025-09-302025-11-07 AVGO BROADCOM INC6.5K shares13.15%2025-09-302025-11-07 ETR ENTERGY CORP NEW23.1K shares-48.03%2025-09-302025-11-07 WEC WEC ENERGY GROUP INC18.6K shares-11.48%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC44.8K shares-12.48%2025-09-302025-11-07 DFLV DIMENSIONAL ETF TRUST59.1K shares8.84%2025-09-302025-11-07 V VISA INC5.7K shares-11.31%2025-09-302025-11-07 MO ALTRIA GROUP INC28.9K shares97.98%2025-09-302025-11-07 SDY SPDR SERIES TRUST13.4K shares-6.05%2025-09-302025-11-07 BKNG BOOKING HOLDINGS INC346 shares-16.63%2025-09-302025-11-07 PHM PULTE GROUP INC14.1K shares115.07%2025-09-302025-11-07 SCCO SOUTHERN COPPER CORP15.2K shares59.47%2025-09-302025-11-07 AMGN AMGEN INC6.5K shares-27.25%2025-09-302025-11-07 WMB WILLIAMS COS INC28.8K shares93.53%2025-09-302025-11-07 MDT MEDTRONIC PLC19.0K shares-35.35%2025-09-302025-11-07 SPTL SPDR SERIES TRUST66.9K shares105.83%2025-09-302025-11-07 KMI KINDER MORGAN INC DEL62.6K shares85.24%2025-09-302025-11-07 DFIC DIMENSIONAL ETF TRUST53.1K shares9.25%2025-09-302025-11-07 APD AIR PRODS & CHEMS INC6.2K shares-41.25%2025-09-302025-11-07 TFC TRUIST FINL CORP37.1K shares-31.21%2025-09-302025-11-07 SBUX STARBUCKS CORP20.1K shares-32.67%2025-09-302025-11-07 T AT&T INC60.0K shares60.59%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW13.6K shares-43.59%2025-09-302025-11-07 QCOM QUALCOMM INC10.1K shares31.76%2025-09-302025-11-07 CMI CUMMINS INC3.9K shares97.53%2025-09-302025-11-07 EMR EMERSON ELEC CO12.2K shares76.33%2025-09-302025-11-07 PSA PUBLIC STORAGE OPER CO5.4K shares98.36%2025-09-302025-11-07 PEP PEPSICO INC10.7K shares282.57%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD5.3K shares-20.34%2025-09-302025-11-07 TROW PRICE T ROWE GROUP INC14.4K shares113.63%2025-09-302025-11-07 SPSM SPDR SERIES TRUST31.9K shares-0.92%2025-09-302025-11-07 LAMR LAMAR ADVERTISING CO NEW11.7K shares-52.17%2025-09-302025-11-07 SPSB SPDR SERIES TRUST47.2K shares92.26%2025-09-302025-11-07 PFE PFIZER INC55.0K shares-18.51%2025-09-302025-11-07 CME CME GROUP INC5.1K shares130.67%2025-09-302025-11-07 NYF ISHARES TR25.2K shares-5.63%2025-09-302025-11-07 SCHW SCHWAB CHARLES CORP13.4K shares-24.52%2025-09-302025-11-07 MA MASTERCARD INCORPORATED2.2K shares-10.65%2025-09-302025-11-07 MRK MERCK & CO INC14.5K shares70.40%2025-09-302025-11-07 BNDX VANGUARD CHARLOTTE FDS22.3K shares-70.19%2025-09-302025-11-07 AAL AMERICAN AIRLS GROUP INC96.5K shares155.75%2025-09-302025-11-07 NFLX NETFLIX INC881 shares2.68%2025-09-302025-11-07 CUBE CUBESMART25.6K shares149.01%2025-09-302025-11-07 DTM DT MIDSTREAM INC9.1K shares69.17%2025-09-302025-11-07 RF REGIONS FINANCIAL CORP NEW38.7K shares85.85%2025-09-302025-11-07 JAAA JANUS DETROIT STR TR19.8K shares57.00%2025-09-302025-11-07 BSV VANGUARD BD INDEX FDS12.5K shares-8.74%2025-09-302025-11-07 MC MOELIS & CO13.8K shares101.75%2025-09-302025-11-07 BDX BECTON DICKINSON & CO5.0K shares-62.86%2025-09-302025-11-07 UPS UNITED PARCEL SERVICE INC11.2K shares-29.05%2025-09-302025-11-07 GPC GENUINE PARTS CO6.7K shares-54.55%2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND3.7K shares37.98%2025-09-302025-11-07 HSY HERSHEY CO4.9K shares101.70%2025-09-302025-11-07 GIS GENERAL MLS INC18.0K shares20.57%2025-09-302025-11-07 VXUS VANGUARD STAR FDS12.0K shares-31.62%2025-09-302025-11-07 SNA SNAP ON INC2.5K shares121.73%2025-09-302025-11-07 PNC PNC FINL SVCS GROUP INC4.3K shares20.93%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW4.4K shares-55.03%2025-09-302025-11-07 OMC OMNICOM GROUP INC10.2K shares-62.40%2025-09-302025-11-07 HON HONEYWELL INTL INC3.9K shares3.90%2025-09-302025-11-07 PAYX PAYCHEX INC6.4K shares23.50%2025-09-302025-11-07 IEFA ISHARES TR9.3K shares-0.44%2025-09-302025-11-07 GSK GSK PLC18.7K shares-63.67%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS2.9K shares-6.80%2025-09-302025-11-07 LYG LLOYDS BANKING GROUP PLC177.1K shares-64.25%2025-09-302025-11-07 STAG STAG INDL INC22.3K shares98.71%2025-09-302025-11-07 LLY ELI LILLY & CO1.0K shares1.39%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO2.3K shares2.63%2025-09-302025-11-07 MMM 3M CO5.0K shares26.18%2025-09-302025-11-07 PSX PHILLIPS 665.6K shares72.33%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC4.1K shares6.67%2025-09-302025-11-07 JHG JANUS HENDERSON GROUP PLC16.6K shares110.00%2025-09-302025-11-07 WSM WILLIAMS SONOMA INC3.7K sharesnew addition2025-09-302025-11-07 BK BANK NEW YORK MELLON CORP6.5K shares-11.52%2025-09-302025-11-07 KEY KEYCORP37.8K shares102.10%2025-09-302025-11-07 WMT WALMART INC6.8K shares1.07%2025-09-302025-11-07 SYY SYSCO CORP8.5K shares-52.67%2025-09-302025-11-07 AGX ARGAN INC2.6K sharesnew addition2025-09-302025-11-07 SPMD SPDR SERIES TRUST12.1K shares-1.78%2025-09-302025-11-07 DPZ DOMINOS PIZZA INC1.6K shares81.88%2025-09-302025-11-07 BAC BANK AMERICA CORP13.3K shares0.20%2025-09-302025-11-07 CMCSA COMCAST CORP NEW21.6K shares-69.36%2025-09-302025-11-07 COR CENCORA INC2.1K shares-14.41%2025-09-302025-11-07 EBAY EBAY INC.7.3K shares-15.64%2025-09-302025-11-07 VICI VICI PPTYS INC20.1K shares76.59%2025-09-302025-11-07 HII HUNTINGTON INGALLS INDS INC2.3K shares-61.17%2025-09-302025-11-07 NVS NOVARTIS AG5.0K shares-10.59%2025-09-302025-11-07 MAA MID-AMER APT CMNTYS INC4.6K shares105.02%2025-09-302025-11-07 COP CONOCOPHILLIPS6.7K shares32.83%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW685 shares4.26%2025-09-302025-11-07 OWL BLUE OWL CAPITAL INC36.8K shares76.83%2025-09-302025-11-07 XEL XCEL ENERGY INC7.7K shares96.57%2025-09-302025-11-07 ADI ANALOG DEVICES INC2.4K shares-15.46%2025-09-302025-11-07 DFEM DIMENSIONAL ETF TRUST18.4K shares7.94%2025-09-302025-11-07 ABBV ABBVIE INC2.5K shares-43.94%2025-09-302025-11-07 MCK MCKESSON CORP748 shares-11.16%2025-09-302025-11-07 ES EVERSOURCE ENERGY8.0K shares-38.44%2025-09-302025-11-07 KTB KONTOOR BRANDS INC7.0K sharesnew addition2025-09-302025-11-07 GD GENERAL DYNAMICS CORP1.6K shares-13.86%2025-09-302025-11-07 APAM ARTISAN PARTNERS ASSET MGMT12.6K shares109.52%2025-09-302025-11-07 SPYM SPDR SERIES TRUST6.6K shares-2.04%2025-09-302025-11-07 VXF VANGUARD INDEX FDS2.5K shares-1.60%2025-09-302025-11-07 RTX RTX CORPORATION3.1K shares-5.16%2025-09-302025-11-07 FIS FIDELITY NATL INFORMATION SV7.7K shares-62.89%2025-09-302025-11-07 CHKP CHECK POINT SOFTWARE TECH LT2.4K shares-19.34%2025-09-302025-11-07 APH AMPHENOL CORP NEW4.0K shares26.49%2025-09-302025-11-07 WSO WATSCO INC1.2K sharesnew addition2025-09-302025-11-07 IWS ISHARES TR3.4K shares-1.80%2025-09-302025-11-07 VBR VANGUARD INDEX FDS2.3K shares-4.04%2025-09-302025-11-07 NEM NEWMONT CORP5.6K shares29.74%2025-09-302025-11-07 AGG ISHARES TR4.7K shares-2.80%2025-09-302025-11-07 IWF ISHARES TR1.0K shares-0.10%2025-09-302025-11-07 ADSK AUTODESK INC1.4K shares-24.75%2025-09-302025-11-07 UL UNILEVER PLC7.7K shares-15.19%2025-09-302025-11-07 SCHZ SCHWAB STRATEGIC TR18.8K shares-20.82%2025-09-302025-11-07 FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares0.00%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC2.6K shares9.19%2025-09-302025-11-07 RYN RAYONIER INC15.9K sharesnew addition2025-09-302025-11-07 GE GE AEROSPACE1.4K shares12.38%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC839 shares8.54%2025-09-302025-11-07 DIS DISNEY WALT CO3.5K shares-29.03%2025-09-302025-11-07 SPYV SPDR SERIES TRUST7.2K shares-3.57%2025-09-302025-11-07 CRM SALESFORCE INC1.7K shares-30.40%2025-09-302025-11-07 XP XP INC20.8K sharesnew addition2025-09-302025-11-07 IVV ISHARES TR581 shares0.00%2025-09-302025-11-07 GM GENERAL MTRS CO6.4K shares41.29%2025-09-302025-11-07 REXR REXFORD INDL RLTY INC9.3K sharesnew addition2025-09-302025-11-07 NE NOBLE CORP PLC13.4K sharesnew addition2025-09-302025-11-07 BIV VANGUARD BD INDEX FDS4.7K shares-11.46%2025-09-302025-11-07 IQV IQVIA HLDGS INC1.9K shares-31.63%2025-09-302025-11-07 NOW SERVICENOW INC393 shares16.96%2025-09-302025-11-07 NOC NORTHROP GRUMMAN CORP592 shares12.98%2025-09-302025-11-07 TFPM TRIPLE FLAG PRECIOUS METAL12.2K shares39.67%2025-09-302025-11-07 EOG EOG RES INC3.1K sharesnew addition2025-09-302025-11-07 SPYG SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-11-07 VLO VALERO ENERGY CORP1.9K sharesnew addition2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T1.7K shares3.34%2025-09-302025-11-07 CAT CATERPILLAR INC670 shares19.43%2025-09-302025-11-07 PAGP PLAINS GP HLDGS L P17.4K shares-54.81%2025-09-302025-11-07 ADBE ADOBE INC895 shares-21.63%2025-09-302025-11-07 VCEB VANGUARD WORLD FD4.9K shares0.93%2025-09-302025-11-07 ECL ECOLAB INC1.1K shares-8.97%2025-09-302025-11-07 FMC FMC CORP9.2K shares61.90%2025-09-302025-11-07 DCOR DIMENSIONAL ETF TRUST4.3K shares0.92%2025-09-302025-11-07 APP APPLOVIN CORP426 sharesnew addition2025-09-302025-11-07 ESGU ISHARES TR2.1K shares12.16%2025-09-302025-11-07 TJX TJX COS INC NEW2.1K shares15.68%2025-09-302025-11-07 MMC MARSH & MCLENNAN COS INC1.5K shares10.01%2025-09-302025-11-07 RHI ROBERT HALF INC.8.8K shares78.74%2025-09-302025-11-07 DGRW WISDOMTREE TR3.3K shares0.00%2025-09-302025-11-07 ROK ROCKWELL AUTOMATION INC848 shares15.22%2025-09-302025-11-07 VV VANGUARD INDEX FDS950 shares-0.11%2025-09-302025-11-07 VMBS VANGUARD SCOTTSDALE FDS6.1K shares-17.87%2025-09-302025-11-07 MPC MARATHON PETE CORP1.5K sharesnew addition2025-09-302025-11-07 ELV ELEVANCE HEALTH INC FORMERLY879 shares-41.32%2025-09-302025-11-07 DKNG DRAFTKINGS INC NEW7.5K shares0.13%2025-09-302025-11-07 BX BLACKSTONE INC1.6K shares7.70%2025-09-302025-11-07 VEEV VEEVA SYS INC926 shares-18.91%2025-09-302025-11-07 MCD MCDONALDS CORP887 shares11.57%2025-09-302025-11-07 EIX EDISON INTL4.9K shares-76.20%2025-09-302025-11-07 INTU INTUIT392 shares3.70%2025-09-302025-11-07 RBLX ROBLOX CORP1.9K sharesnew addition2025-09-302025-11-07 DGRO ISHARES TR3.9K shares-25.65%2025-09-302025-11-07 CFG CITIZENS FINL GROUP INC4.9K shares2.63%2025-09-302025-11-07 WST WEST PHARMACEUTICAL SVSC INC986 sharesnew addition2025-09-302025-11-07 IBP INSTALLED BLDG PRODS INC1.0K sharesnew addition2025-09-302025-11-07 CHRD CHORD ENERGY CORPORATION2.6K shares-47.55%2025-09-302025-11-07 LRCX LAM RESEARCH CORP1.9K sharesnew addition2025-09-302025-11-07 BLV VANGUARD BD INDEX FDS3.6K shares-13.48%2025-09-302025-11-07 CI THE CIGNA GROUP869 shares33.69%2025-09-302025-11-07 PWR QUANTA SVCS INC603 shares0.50%2025-09-302025-11-07 URI UNITED RENTALS INC257 sharesnew addition2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP491 sharesnew addition2025-09-302025-11-07 TTE TOTALENERGIES SE4.1K sharesnew addition2025-09-302025-11-07 ANET ARISTA NETWORKS INC1.7K sharesnew addition2025-09-302025-11-07 WELL WELLTOWER INC1.3K sharesnew addition2025-09-302025-11-07 FI FISERV INC1.8K shares-37.17%2025-09-302025-11-07 UTHR UNITED THERAPEUTICS CORP DEL552 sharesnew addition2025-09-302025-11-07 SO SOUTHERN CO2.4K sharesnew addition2025-09-302025-11-07 NET CLOUDFLARE INC1.1K sharesnew addition2025-09-302025-11-07 LCTU BLACKROCK ETF TRUST3.1K shares-2.21%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC283 sharesnew addition2025-09-302025-11-07 LOW LOWES COS INC890 sharesnew addition2025-09-302025-11-07 GEV GE VERNOVA INC363 sharesnew addition2025-09-302025-11-07 HCA HCA HEALTHCARE INC523 sharesnew addition2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC2.2K sharesnew addition2025-09-302025-11-07 SCHF SCHWAB STRATEGIC TR9.1K shares-0.25%2025-09-302025-11-07 AU ANGLOGOLD ASHANTI PLC3.0K sharesnew addition2025-09-302025-11-07 CDNS CADENCE DESIGN SYSTEM INC597 sharesnew addition2025-09-302025-11-07 KLAC KLA CORP193 sharesnew addition2025-09-302025-11-07 IXUS ISHARES TR2.5K sharesnew addition2025-09-302025-11-07 TMUS T-MOBILE US INC857 sharesnew addition2025-09-302025-11-07 IJR ISHARES TR1.7K sharesnew addition2025-09-302025-11-07 VNQ VANGUARD INDEX FDS2.2K shares-79.40%2025-09-302025-11-07 CTAS CINTAS CORP980 shares-4.48%2025-09-302025-11-07 DOC HEALTHPEAK PROPERTIES INC10.1K sharesnew addition2025-09-302025-11-07 WEN WENDYS CO20.2K sharesnew addition2025-09-302025-11-07 HLX HELIX ENERGY SOLUTIONS GRP I10.1K sharesnew addition2025-09-302025-11-07 THAR THARIMMUNE INC10.1K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available