Drucker Wealth 3.0, LLC Top Holdings and 13F Report (2025) About Drucker Wealth 3.0, LLCInvestment ActivityDrucker Wealth 3.0, LLC has $454.37 million in total holdings as of March 31, 2025.Drucker Wealth 3.0, LLC owns shares of 154 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 13.11% of the portfolio was purchased this quarter.About 7.67% of the portfolio was sold this quarter.This quarter, Drucker Wealth 3.0, LLC has purchased 144 new stocks and bought additional shares in 47 stocks.Drucker Wealth 3.0, LLC sold shares of 89 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $45,507,248Vanguard Total Bond Market ETF $29,950,966Vanguard Dividend Appreciation ETF $18,481,431Vanguard Small-Cap ETF $17,770,329Vanguard Total Stock Market ETF $16,723,665 Largest New Holdings this Quarter 25434V500 - Dimensional U.S. Small Cap ETF $931,228 Holding25434V799 - Dimensional International Core Equity 2 ETF $643,000 Holding25434V666 - Dimensional US Large Cap Value ETF $613,288 Holding17275R102 - Cisco Systems $506,121 Holding166764100 - Chevron $413,704 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 183,867 shares (about $13.51M)Vanguard S&P 500 ETF 24,033 shares (about $12.35M)Vanguard Small-Cap ETF 33,025 shares (about $7.32M)Vanguard Dividend Appreciation ETF 34,186 shares (about $6.63M)Vanguard Information Technology ETF 6,010 shares (about $3.26M) Largest Sales this Quarter Vanguard High Dividend Yield ETF 35,271 shares (about $4.55M)Vanguard Total Stock Market ETF 9,661 shares (about $2.66M)Vanguard Growth ETF 5,448 shares (about $2.02M)Vanguard Total International Bond ETF 25,707 shares (about $1.26M)Vanguard Real Estate ETF 12,347 shares (about $1.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDrucker Wealth 3.0, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$45,507,248$12,350,800 ▲37.3%88,55110.0%ETFBNDVanguard Total Bond Market ETF$29,950,966$13,505,016 ▲82.1%407,7746.6%ETFVIGVanguard Dividend Appreciation ETF$18,481,431$6,631,743 ▲56.0%95,2704.1%ETFVBVanguard Small-Cap ETF$17,770,329$7,323,273 ▲70.1%80,1373.9%ETFVTIVanguard Total Stock Market ETF$16,723,665$2,655,217 ▼-13.7%60,8493.7%ETFVYMVanguard High Dividend Yield ETF$16,705,909$4,548,560 ▼-21.4%129,5433.7%ETFAAPLApple$15,510,009$591,977 ▲4.0%69,8243.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$13,804,072$265,536 ▲2.0%271,5733.0%ETFVGTVanguard Information Technology ETF$11,877,654$3,259,724 ▲37.8%21,8992.6%ETFJPMJPMorgan Chase & Co.$9,232,650$287,003 ▼-3.0%37,6382.0%FinanceVOVanguard Mid-Cap ETF$9,031,068$2,717,338 ▲43.0%34,9202.0%ETFVTCVanguard Total Corporate Bond ETF$8,529,913$279,628 ▼-3.2%111,0671.9%ETFVTVVanguard Value ETF$8,381,211$913,281 ▲12.2%48,5191.8%ETFVYMIVanguard International High Dividend Yield ETF$8,206,316$48,046 ▼-0.6%111,3631.8%ETFMSFTMicrosoft$7,734,664$20,271 ▲0.3%20,6041.7%Computer and TechnologyPMPhilip Morris International$6,625,451$244,446 ▼-3.6%41,7401.5%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$6,385,291$874,017 ▼-12.0%141,0801.4%ETFVUGVanguard Growth ETF$6,343,862$2,020,187 ▼-24.2%17,1081.4%ETFAMZNAmazon.com$5,941,524$479,652 ▼-7.5%31,2281.3%Retail/WholesaleWFCWells Fargo & Company$5,886,944$402,097 ▼-6.4%82,0021.3%FinanceENBEnbridge$5,356,045$281,323 ▼-5.0%120,8771.2%EnergyXOMExxon Mobil$5,299,840$141,288 ▼-2.6%44,5631.2%EnergyETREntergy$5,072,164$157,901 ▼-3.0%59,3301.1%UtilitiesMETAMeta Platforms$4,948,190$519,315 ▼-9.5%8,5851.1%Computer and TechnologyBLACKROCK INC$4,543,276$85,186 ▼-1.8%4,8001.0%COMBRK.BBerkshire Hathaway$4,528,430$409,545 ▼-8.3%8,5031.0%FinanceBNDXVanguard Total International Bond ETF$4,376,353$1,255,011 ▼-22.3%89,6431.0%ETFAPDAir Products and Chemicals$4,360,197$465,689 ▼-9.6%14,7841.0%Basic MaterialsCMCSAComcast$4,316,663$18,819 ▼-0.4%116,9831.0%Consumer DiscretionaryLAMRLamar Advertising$4,142,361$278,418 ▼-6.3%36,4070.9%FinanceSBUXStarbucks$4,028,138$451,211 ▼-10.1%41,0660.9%Retail/WholesaleMDTMedtronic$3,886,056$326,549 ▲9.2%43,2460.9%MedicalDUKDuke Energy$3,777,579$335,909 ▼-8.2%30,9710.8%UtilitiesKOCoca-Cola$3,718,004$72,264 ▼-1.9%51,9130.8%Consumer StaplesSPYSPDR S&P 500 ETF Trust$3,714,322$172,850 ▲4.9%6,6400.8%FinanceBDXBecton, Dickinson and Company$3,631,672$58,180 ▲1.6%15,8550.8%MedicalNVDANVIDIA$3,479,822$708,905 ▲25.6%32,1080.8%Computer and TechnologyGSKGSK$3,135,679$475,609 ▲17.9%80,9420.7%MedicalGOOGLAlphabet$3,106,768$614,085 ▼-16.5%20,0900.7%Computer and TechnologyAMGNAmgen$3,067,777$13,708 ▲0.4%9,8470.7%MedicalTFCTruist Financial$2,890,847$104,192 ▼-3.5%70,2510.6%FinanceOMCOmnicom Group$2,841,984$248,315 ▼-8.0%34,2780.6%Business ServicesAMTAmerican Tower$2,780,399$308,329 ▲12.5%12,7780.6%FinanceLYGLloyds Banking Group$2,766,203$109,370 ▼-3.8%724,1370.6%FinanceVVisa$2,719,022$566,025 ▼-17.2%7,7580.6%Business ServicesBKNGBooking$2,632,305$862,068 ▼-24.7%5710.6%Retail/WholesaleVZVerizon Communications$2,518,099$21,138 ▼-0.8%55,5140.6%Computer and TechnologyGPCGenuine Parts$2,442,412$42,653 ▲1.8%20,5000.5%Retail/WholesaleWECWEC Energy Group$2,421,039$70,947 ▲3.0%22,2150.5%UtilitiesTXNTexas Instruments$2,254,047$76,375 ▲3.5%12,5430.5%Computer and TechnologySCHWCharles Schwab$2,241,135$696,294 ▼-23.7%28,6300.5%FinanceEIXEdison International$2,233,165$546,301 ▼-19.7%37,9020.5%UtilitiesUPSUnited Parcel Service$2,217,088$1,210 ▲0.1%20,1570.5%TransportationPFEPfizer$2,101,842$292,777 ▲16.2%82,9460.5%MedicalFISFidelity National Information Services$2,073,498$146,448 ▼-6.6%27,7650.5%Business ServicesGOOGAlphabet$2,035,517$171,853 ▼-7.8%13,0290.4%Computer and TechnologySDYSPDR S&P Dividend ETF$2,016,162$464,016 ▼-18.7%14,8600.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,745,918$193,991 ▲12.5%14,3100.4%ETFMAMastercard$1,729,992$550,900 ▼-24.2%3,1560.4%Business ServicesHIIHuntington Ingalls Industries$1,605,178$223,423 ▲16.2%7,8670.4%AerospaceORCLOracle$1,552,198$349,391 ▼-18.4%11,1020.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,495,506$591,297 ▼-28.3%9,0090.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,445,058$510,702 ▼-26.1%18,4600.3%ETFVNQVanguard Real Estate ETF$1,421,166$1,117,866 ▼-44.0%15,6970.3%ETFVXUSVanguard Total International Stock ETF$1,230,949$272,309 ▼-18.1%19,8220.3%ETFKMXCarMax$1,189,114$500,003 ▼-29.6%15,2610.3%Retail/WholesalePAGPPlains GP$1,167,855$66,878 ▼-5.4%54,6750.3%EnergyELVElevance Health$1,124,616$343,125 ▼-23.4%2,5860.2%MedicalCHKPCheck Point Software Technologies$1,078,324$475,228 ▼-30.6%4,7310.2%Computer and TechnologyCORCencora$1,054,184$348,707 ▼-24.9%3,7910.2%MedicalJNJJohnson & Johnson$1,006,892$365,871 ▲57.1%6,0710.2%MedicalMOAltria Group$997,983$49,935 ▼-4.8%16,6280.2%Consumer StaplesNYFiShares New York Muni Bond ETF$985,608$231,186 ▲30.6%18,7200.2%ETFTSLATesla$933,531$139,174 ▲17.5%3,6020.2%Auto/Tires/TrucksDFASDimensional U.S. Small Cap ETF$931,228$931,228 ▲New Holding15,5850.2%ETFQCOMQUALCOMM$907,738$125,046 ▼-12.1%5,9090.2%Computer and TechnologyIQVIQVIA$886,242$388,557 ▼-30.5%5,0270.2%MedicalCRMSalesforce$868,586$194,271 ▼-18.3%3,2370.2%Computer and TechnologyDISWalt Disney$852,592$349,604 ▼-29.1%8,6380.2%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$844,527$206,442 ▼-19.6%11,1640.2%ETFFIFiserv$819,197$211,534 ▼-20.5%3,7100.2%Business ServicesSPSMSPDR Portfolio S&P 600 Small Cap ETF$819,155$242,441 ▲42.0%20,0970.2%ETFUNHUnitedHealth Group$788,055$303,179 ▼-27.8%1,5050.2%MedicalADIAnalog Devices$779,695$118,790 ▼-13.2%3,8660.2%Computer and TechnologyNVSNovartis$775,272$163,996 ▼-17.5%6,9540.2%MedicalEBAYeBay$747,888$136,817 ▼-15.5%11,0420.2%Retail/WholesaleBKBank of New York Mellon$741,473$93,093 ▼-11.2%8,8410.2%FinanceCOPConocoPhillips$730,687$165,922 ▲29.4%6,9580.2%EnergyULUnilever$729,358$141,727 ▼-16.3%12,2480.2%Consumer StaplesMCKMcKesson$715,403$86,144 ▼-10.7%1,0630.2%MedicalGDGeneral Dynamics$709,933$82,880 ▼-10.5%2,6040.2%AerospaceCAPITAL GRP FIXED INCM ETF T$707,405$860,381 ▼-54.9%26,9180.2%CORE BOND ETFADSKAutodesk$679,865$252,102 ▼-27.1%2,5970.1%Computer and TechnologyADBEAdobe$661,584$172,971 ▼-20.7%1,7250.1%Computer and TechnologyPGProcter & Gamble$652,639$128,653 ▲24.6%3,8300.1%Consumer StaplesVOEVanguard Mid-Cap Value ETF$643,075$20,066 ▼-3.0%4,0060.1%ETFDFICDimensional International Core Equity 2 ETF$643,000$643,000 ▲New Holding23,1540.1%ETFAVGOBroadcom$630,088$234,420 ▲59.2%3,7630.1%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$613,288$613,288 ▲New Holding20,0620.1%ETFLLYEli Lilly and Company$609,264$114,753 ▲23.2%7380.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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