The Analysis of Drucker Wealth 3.0, LLC's Holdings
Currently, Drucker Wealth 3.0, LLC holds 261 types of securities in its portfolio with a total value $568.9M. In the most recent quarter, they have increased their positions in N/A (+3.5K shares, valued at $2.2M), ABT (+11.3K shares, valued at $1.4M), COWZ (+20.6K shares, valued at $1.2M); decreased their positions in UNH (-4.1K shares, valued at $1.3M), BND (-17.6K shares, valued at $1.3M), PHM (-9.5K shares, valued at $1.1M); initiated new positions in ABT (+11.3K shares, valued at $1.4M), BMY (+20.7K shares, valued at $1.1M), FDS (+2.2K shares, valued at $649.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
COWZ PACER FDS TR359.2K shares6.07%2025-12-312026-02-03
AAPL APPLE INC74.4K shares-0.14%2025-12-312026-02-03 VB VANGUARD INDEX FDS73.1K shares1.35%2025-12-312026-02-03 EFA ISHARES TR192.6K shares6.95%2025-12-312026-02-03 VTI VANGUARD INDEX FDS52.4K shares-2.74%2025-12-312026-02-03 BND VANGUARD BD INDEX FDS225.0K shares-7.27%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS64.7K shares-5.87%2025-12-312026-02-03 MSFT MICROSOFT CORP25.8K shares-4.69%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS187.0K shares-3.90%2025-12-312026-02-03 VYMI VANGUARD WHITEHALL FDS115.3K shares-6.79%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.27.8K shares-2.50%2025-12-312026-02-03 NVDA NVIDIA CORPORATION46.7K shares7.96%2025-12-312026-02-03 VTV VANGUARD INDEX FDS45.4K shares-3.13%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR305.0K shares-6.58%2025-12-312026-02-03 VYM VANGUARD WHITEHALL FDS55.2K shares-3.75%2025-12-312026-02-03 AMZN AMAZON COM INC31.0K shares6.51%2025-12-312026-02-03 VGT VANGUARD WORLD FD8.6K shares-0.36%2025-12-312026-02-03 VUG VANGUARD INDEX FDS12.9K shares-11.79%2025-12-312026-02-03 ALPHABET INC ALPHABET INC19.1K shares2.12%2025-12-312026-02-03 VTC VANGUARD SCOTTSDALE FDS76.5K shares-7.66%2025-12-312026-02-03 VOE VANGUARD INDEX FDS30.0K shares3.46%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC30.1K shares-7.52%2025-12-312026-02-03 GOVT ISHARES TR205.1K shares4.92%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON22.7K shares-8.07%2025-12-312026-02-03 VCIT VANGUARD SCOTTSDALE FDS55.1K shares6.59%2025-12-312026-02-03 SPMB SPDR SERIES TRUST201.0K shares5.29%2025-12-312026-02-03 IVOG VANGUARD ADMIRAL FDS INC36.5K shares5.73%2025-12-312026-02-03 VO VANGUARD INDEX FDS14.8K shares5.74%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR6.3K shares-0.83%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F78.1K shares-2.83%2025-12-312026-02-03 XOM EXXON MOBIL CORP34.6K shares-0.53%2025-12-312026-02-03 META META PLATFORMS INC6.2K shares-7.28%2025-12-312026-02-03 AMAT APPLIED MATLS INC15.5K shares13.21%2025-12-312026-02-03 ITOT ISHARES TR26.1K shares1.07%2025-12-312026-02-03 USHY ISHARES TR91.9K shares-9.21%2025-12-312026-02-03 ALPHABET INC ALPHABET INC10.7K shares-2.35%2025-12-312026-02-03 SHYG ISHARES TR78.0K shares3.27%2025-12-312026-02-03 DFAS DIMENSIONAL ETF TRUST47.1K shares2.89%2025-12-312026-02-03 CSCO CISCO SYS INC42.1K shares-17.36%2025-12-312026-02-03 NEE NEXTERA ENERGY INC38.2K shares14.19%2025-12-312026-02-03 CVX CHEVRON CORP NEW19.3K shares-3.40%2025-12-312026-02-03 SPEM SPDR INDEX SHS FDS61.9K shares14.54%2025-12-312026-02-03 WFC WELLS FARGO CO NEW28.3K shares-12.75%2025-12-312026-02-03 TSLA TESLA INC5.7K shares8.24%2025-12-312026-02-03 KO COCA COLA CO36.9K shares-1.65%2025-12-312026-02-03 HD HOME DEPOT INC7.3K shares-22.28%2025-12-312026-02-03 TXN TEXAS INSTRS INC14.3K shares-3.36%2025-12-312026-02-03 BROADCOM INC BROADCOM INC7.1K shares9.28%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO16.5K shares0.24%2025-12-312026-02-03 SPTL SPDR SERIES TRUST85.1K shares27.11%2025-12-312026-02-03 SCCO SOUTHERN COPPER CORP15.3K shares0.68%2025-12-312026-02-03 AMGN AMGEN INC6.5K shares0.28%2025-12-312026-02-03 DFLV DIMENSIONAL ETF TRUST61.1K shares3.33%2025-12-312026-02-03 CMI CUMMINS INC4.1K shares4.73%2025-12-312026-02-03 ENB ENBRIDGE INC42.7K shares-9.92%2025-12-312026-02-03 V VISA INC5.6K shares-1.38%2025-12-312026-02-03 DFIC DIMENSIONAL ETF TRUST54.8K shares3.21%2025-12-312026-02-03 FAST FASTENAL CO46.2K shares-9.34%2025-12-312026-02-03 QCOM QUALCOMM INC10.3K shares2.49%2025-12-312026-02-03 KMI KINDER MORGAN INC DEL64.2K shares2.57%2025-12-312026-02-03 WMB WILLIAMS COS INC29.2K shares1.34%2025-12-312026-02-03 ETR ENTERGY CORP NEW18.9K shares-18.05%2025-12-312026-02-03 MEDTRONIC PLC MEDTRONIC PLC18.1K shares-4.53%2025-12-312026-02-03 SDY SPDR SERIES TRUST12.4K shares-7.68%2025-12-312026-02-03 EMR EMERSON ELEC CO12.6K shares3.56%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC40.7K shares-9.09%2025-12-312026-02-03 GRMN GARMIN LTD8.1K shares-10.13%2025-12-312026-02-03 PEP PEPSICO INC11.4K shares6.46%2025-12-312026-02-03 MO ALTRIA GROUP INC28.0K shares-3.09%2025-12-312026-02-03 TFC TRUIST FINL CORP32.8K shares-11.59%2025-12-312026-02-03 BKNG BOOKING HOLDINGS INC295 shares-14.74%2025-12-312026-02-03 CME CME GROUP INC5.8K shares13.83%2025-12-312026-02-03 SPSB SPDR SERIES TRUST51.3K shares8.57%2025-12-312026-02-03 SBUX STARBUCKS CORP17.6K shares-12.09%2025-12-312026-02-03 PFE PFIZER INC59.6K shares8.37%2025-12-312026-02-03 TROW PRICE T ROWE GROUP INC14.4K shares0.18%2025-12-312026-02-03 PSA PUBLIC STORAGE OPER CO5.7K shares4.38%2025-12-312026-02-03 SPSM SPDR SERIES TRUST31.3K shares-1.68%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD4.8K shares-10.23%2025-12-312026-02-03 ABT ABBOTT LABS11.3K sharesnew addition2025-12-312026-02-03 ORCL ORACLE CORP7.2K shares-6.26%2025-12-312026-02-03 T AT&T INC56.8K shares-5.31%2025-12-312026-02-03 NYF ISHARES TR25.7K shares2.01%2025-12-312026-02-03 LAMR LAMAR ADVERTISING CO NEW10.5K shares-10.71%2025-12-312026-02-03 LLY ELI LILLY & CO1.2K shares16.89%2025-12-312026-02-03 CMCSA COMCAST CORP NEW41.5K shares92.11%2025-12-312026-02-03 DTM DT MIDSTREAM INC9.9K shares8.58%2025-12-312026-02-03 MA MASTERCARD INCORPORATED2.0K shares-7.69%2025-12-312026-02-03 GPC GENUINE PARTS CO9.3K shares38.28%2025-12-312026-02-03 BMY BRISTOL-MYERS SQUIBB CO20.7K sharesnew addition2025-12-312026-02-03 SCHW SCHWAB CHARLES CORP11.1K shares-17.24%2025-12-312026-02-03 PNC PNC FINL SVCS GROUP INC5.3K shares23.64%2025-12-312026-02-03 OMC OMNICOM GROUP INC13.6K shares33.06%2025-12-312026-02-03 RF REGIONS FINANCIAL CORP NEW40.6K shares4.80%2025-12-312026-02-03 SNA SNAP ON INC3.0K shares20.80%2025-12-312026-02-03 JAAA JANUS DETROIT STR TR20.4K shares3.00%2025-12-312026-02-03 CUBE CUBESMART28.4K shares10.95%2025-12-312026-02-03 MC MOELIS & CO13.8K shares0.28%2025-12-312026-02-03 STAG STAG INDL INC25.3K shares13.52%2025-12-312026-02-03 HSY HERSHEY CO5.1K shares4.52%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS3.1K shares7.33%2025-12-312026-02-03 KEY KEYCORP43.7K shares15.59%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO2.4K shares2.05%2025-12-312026-02-03 JHG JANUS HENDERSON GROUP PLC18.5K shares11.23%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC2.6K shares-60.63%2025-12-312026-02-03 VXUS VANGUARD STAR FDS11.4K shares-4.74%2025-12-312026-02-03 BAC BANK AMERICA CORP15.6K shares17.79%2025-12-312026-02-03 WMT WALMART INC7.7K shares13.39%2025-12-312026-02-03 UPS UNITED PARCEL SERVICE INC8.6K shares-23.18%2025-12-312026-02-03 IEFA ISHARES TR9.2K shares-0.40%2025-12-312026-02-03 NFLX NETFLIX INC8.8K shares895.35%2025-12-312026-02-03 PSX PHILLIPS 666.3K shares12.30%2025-12-312026-02-03 WSM WILLIAMS SONOMA INC4.5K shares23.63%2025-12-312026-02-03 HON HONEYWELL INTL INC4.2K shares5.50%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC4.5K shares10.23%2025-12-312026-02-03 PAYX PAYCHEX INC6.9K shares7.62%2025-12-312026-02-03 APD AIR PRODS & CHEMS INC3.1K shares-49.94%2025-12-312026-02-03 GSK PLC GSK PLC15.4K shares-17.61%2025-12-312026-02-03 DPZ DOMINOS PIZZA INC1.8K shares12.17%2025-12-312026-02-03 SPMD SPDR SERIES TRUST12.7K shares4.78%2025-12-312026-02-03 BK BANK NEW YORK MELLON CORP6.3K shares-4.03%2025-12-312026-02-03 NVS NOVARTIS AG5.0K shares-0.58%2025-12-312026-02-03 BDX BECTON DICKINSON & CO3.5K shares-30.65%2025-12-312026-02-03 HII HUNTINGTON INGALLS INDS INC1.9K shares-14.48%2025-12-312026-02-03 FDS FACTSET RESH SYS INC2.2K sharesnew addition2025-12-312026-02-03 ABBV ABBVIE INC2.8K shares12.37%2025-12-312026-02-03 GIS GENERAL MLS INC13.9K shares-23.00%2025-12-312026-02-03 CENCORA INC CENCORA INC1.9K shares-10.58%2025-12-312026-02-03 XEL XCEL ENERGY INC8.6K shares11.39%2025-12-312026-02-03 ADI ANALOG DEVICES INC2.3K shares-5.36%2025-12-312026-02-03 ROK ROCKWELL AUTOMATION INC1.6K shares88.33%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC2.9K shares10.98%2025-12-312026-02-03 AAL AMERICAN AIRLS GROUP INC40.3K shares-58.20%2025-12-312026-02-03 DFEM DIMENSIONAL ETF TRUST18.7K shares1.79%2025-12-312026-02-03 LYG LLOYDS BANKING GROUP PLC115.3K shares-34.90%2025-12-312026-02-03 EBAY EBAY INC.7.0K shares-4.35%2025-12-312026-02-03 BSV VANGUARD BD INDEX FDS7.6K shares-39.68%2025-12-312026-02-03 AGX ARGAN INC1.9K shares-26.58%2025-12-312026-02-03 NEM NEWMONT CORP5.9K shares6.18%2025-12-312026-02-03 MCK MCKESSON CORP721 shares-3.61%2025-12-312026-02-03 APAM ARTISAN PARTNERS ASSET MGMT14.1K shares12.51%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW655 shares-4.38%2025-12-312026-02-03 REXR REXFORD INDL RLTY INC14.5K shares55.07%2025-12-312026-02-03 VICI VICI PPTYS INC19.8K shares-1.58%2025-12-312026-02-03 RTX RTX CORPORATION3.0K shares-1.99%2025-12-312026-02-03 XP XP INC33.7K shares61.57%2025-12-312026-02-03 WSO WATSCO INC1.6K shares34.50%2025-12-312026-02-03 PHM PULTE GROUP INC4.6K shares-67.09%2025-12-312026-02-03 VXF VANGUARD INDEX FDS2.6K shares5.53%2025-12-312026-02-03 KTB KONTOOR BRANDS INC8.7K shares25.15%2025-12-312026-02-03 OWL BLUE OWL CAPITAL INC35.7K shares-2.99%2025-12-312026-02-03 SYY SYSCO CORP7.2K shares-15.72%2025-12-312026-02-03 BNDX VANGUARD CHARLOTTE FDS10.8K shares-51.70%2025-12-312026-02-03 GM GENERAL MTRS CO6.3K shares-1.52%2025-12-312026-02-03 ES EVERSOURCE ENERGY7.4K shares-7.28%2025-12-312026-02-03 NTAP NETAPP INC4.6K sharesnew addition2025-12-312026-02-03 CAT CATERPILLAR INC855 shares27.61%2025-12-312026-02-03 SPYM SPDR SERIES TRUST6.1K shares-8.76%2025-12-312026-02-03 SWKS SKYWORKS SOLUTIONS INC7.6K sharesnew addition2025-12-312026-02-03 IWF ISHARES TR1.0K shares0.00%2025-12-312026-02-03 IWS ISHARES TR3.4K shares-0.62%2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE1.5K shares10.08%2025-12-312026-02-03 NE NOBLE CORP PLC16.5K shares23.39%2025-12-312026-02-03 APH AMPHENOL CORP NEW3.4K shares-15.02%2025-12-312026-02-03 VBR VANGUARD INDEX FDS2.2K shares-4.25%2025-12-312026-02-03 BBWI BATH & BODY WORKS INC22.6K sharesnew addition2025-12-312026-02-03 UNILEVER PLC UNILEVER PLC6.8K sharesnew addition2025-12-312026-02-03 NEU NEWMARKET CORP633 sharesnew addition2025-12-312026-02-03 COP CONOCOPHILLIPS4.6K shares-31.06%2025-12-312026-02-03 FIS FIDELITY NATL INFORMATION SV6.3K shares-18.05%2025-12-312026-02-03 CRWD CROWDSTRIKE HLDGS INC891 shares6.20%2025-12-312026-02-03 SPYV SPDR SERIES TRUST7.0K shares-2.30%2025-12-312026-02-03 TFPM TRIPLE FLAG PRECIOUS METAL12.0K shares-2.02%2025-12-312026-02-03 BITB BITWISE BITCOIN ETF TR8.3K sharesnew addition2025-12-312026-02-03 AGG ISHARES TR3.9K shares-16.52%2025-12-312026-02-03 FBTC FIDELITY WISE ORIGIN BITCOIN5.0K shares17.97%2025-12-312026-02-03 TJX TJX COS INC NEW2.4K shares15.28%2025-12-312026-02-03 DIS DISNEY WALT CO3.2K shares-7.48%2025-12-312026-02-03 CHKP CHECK POINT SOFTWARE TECH LT1.9K shares-20.15%2025-12-312026-02-03 APP APPLOVIN CORP534 shares25.35%2025-12-312026-02-03 IVV ISHARES TR505 shares-13.08%2025-12-312026-02-03 SPYG SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP599 shares1.18%2025-12-312026-02-03 ADSK AUTODESK INC1.1K shares-20.54%2025-12-312026-02-03 ESGU ISHARES TR2.3K shares9.02%2025-12-312026-02-03 ADBE ADOBE INC959 shares7.15%2025-12-312026-02-03 VV VANGUARD INDEX FDS1.1K shares11.37%2025-12-312026-02-03 VLO VALERO ENERGY CORP2.0K shares2.57%2025-12-312026-02-03 UTHR UNITED THERAPEUTICS CORP DEL666 shares20.65%2025-12-312026-02-03 CRM SALESFORCE INC1.2K shares-27.24%2025-12-312026-02-03 NOW SERVICENOW INC2.0K shares411.70%2025-12-312026-02-03 IBP INSTALLED BLDG PRODS INC1.2K shares10.03%2025-12-312026-02-03 DGRW WISDOMTREE TR3.3K shares0.00%2025-12-312026-02-03 INTU INTUIT446 shares13.78%2025-12-312026-02-03 GEV GE VERNOVA INC442 shares21.76%2025-12-312026-02-03 ECL ECOLAB INC1.1K shares-3.87%2025-12-312026-02-03 IXUS ISHARES TR3.4K shares34.93%2025-12-312026-02-03 AMT AMERICAN TOWER CORP NEW1.6K shares-63.10%2025-12-312026-02-03 DCOR DIMENSIONAL ETF TRUST3.9K shares-9.83%2025-12-312026-02-03 MMC MARSH & MCLENNAN COS INC1.5K shares2.43%2025-12-312026-02-03 CFG CITIZENS FINL GROUP INC4.8K shares-1.17%2025-12-312026-02-03 VCEB VANGUARD WORLD FD4.4K shares-9.55%2025-12-312026-02-03 IQV IQVIA HLDGS INC1.2K shares-35.63%2025-12-312026-02-03 MCD MCDONALDS CORP882 shares-0.56%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC301 shares6.36%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC920 sharesnew addition2025-12-312026-02-03 HCA HCA HEALTHCARE INC559 shares6.88%2025-12-312026-02-03 ALB ALBEMARLE CORP1.8K sharesnew addition2025-12-312026-02-03 PAGP PLAINS GP HLDGS L P13.3K shares-23.93%2025-12-312026-02-03 MPC MARATHON PETE CORP1.6K shares4.09%2025-12-312026-02-03 DGRO ISHARES TR3.6K shares-7.73%2025-12-312026-02-03 KLAC KLA CORP206 shares6.74%2025-12-312026-02-03 MS MORGAN STANLEY1.4K sharesnew addition2025-12-312026-02-03 ED CONSOLIDATED EDISON INC2.5K sharesnew addition2025-12-312026-02-03 KEYS KEYSIGHT TECHNOLOGIES INC1.2K sharesnew addition2025-12-312026-02-03 WELL WELLTOWER INC1.3K shares0.38%2025-12-312026-02-03 HAL HALLIBURTON CO8.7K sharesnew addition2025-12-312026-02-03 WST WEST PHARMACEUTICAL SVSC INC878 shares-10.95%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP492 shares0.20%2025-12-312026-02-03 CITIGROUP INC CITIGROUP INC2.0K sharesnew addition2025-12-312026-02-03 CB CHUBB LIMITED747 sharesnew addition2025-12-312026-02-03 AME AMETEK INC1.1K sharesnew addition2025-12-312026-02-03 LCTU BLACKROCK ETF TRUST3.1K shares-0.13%2025-12-312026-02-03 PWR QUANTA SVCS INC550 shares-8.79%2025-12-312026-02-03 EIX EDISON INTL3.8K shares-21.79%2025-12-312026-02-03 LOW LOWES COS INC936 shares5.17%2025-12-312026-02-03 VRTX VERTEX PHARMACEUTICALS INC494 sharesnew addition2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR9.2K shares1.07%2025-12-312026-02-03 CTRA COTERRA ENERGY INC8.4K sharesnew addition2025-12-312026-02-03 GILD GILEAD SCIENCES INC1.8K sharesnew addition2025-12-312026-02-03 EOG EOG RES INC2.0K shares-35.09%2025-12-312026-02-03 VNQ VANGUARD INDEX FDS2.3K shares5.34%2025-12-312026-02-03 AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-12-312026-02-03 IJR ISHARES TR1.7K shares-0.76%2025-12-312026-02-03 CDNS CADENCE DESIGN SYSTEM INC654 shares9.55%2025-12-312026-02-03 INGR INGREDION INC1.8K sharesnew addition2025-12-312026-02-03 IEMG ISHARES INC3.0K sharesnew addition2025-12-312026-02-03 BUD ANHEUSER BUSCH INBEV SA/NV3.2K sharesnew addition2025-12-312026-02-03 KVUE KENVUE INC11.4K sharesnew addition2025-12-312026-02-03 HLN HALEON PLC15.5K sharesnew addition2025-12-312026-02-03 SAN BANCO SANTANDER SA13.2K sharesnew addition2025-12-312026-02-03 GAB GABELLI EQUITY TR INC20.4K sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available