Drucker Wealth 3.0, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Drucker Wealth 3.0, LLC reported 149 stock positions worth $376.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 4.9%) and Vanguard High DVD Yield ETF (VYM, 4.5%).
- Most Recent 13F
- Q2 2026
- Location
- WOODCLIFF LAKE, NJ
- CIK
- 0002031642
- Portfolio Value
- $376.7M (Q2 2024)
- SEC Filing
- 0002031642-24-000001 ↗ filed Aug 14, 2024
Holdings Value
Holdings 149 stocks · $376.7M
| VOO Vanguard S&P 500 ETF | 5.19% | 39,066 | $19.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 4.92% | 69,223 | $18.5M | — |
| VYM Vanguard High DVD Yield ETF | 4.51% | 143,162 | $17.0M | — |
| AAPL Apple Inc. | 3.55% | 63,542 | $13.4M | — |
| VEA Vanguard Ftse Developed ETF | 3.20% | 244,086 | $12.1M | — |
| VTC Vanguard Total Corporate BND | 2.94% | 146,413 | $11.1M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 2.60% | 143,031 | $9.8M | — |
| BND Vanguard Total Bond Market | 2.59% | 135,157 | $9.7M | — |
| MSFT Microsoft Corp. | 2.39% | 20,137 | $9.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.32% | 23,318 | $8.7M | — |
| BNDX Vanguard Total Intl Bond ETF | 2.30% | 177,858 | $8.7M | — |
| JPM JPMorgan Chase & Co. | 2.05% | 38,226 | $7.7M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.76% | 41,224 | $6.6M | — |
| AMZN Amazon.com Inc. | 1.66% | 32,394 | $6.3M | — |
| VWO Vanguard Ftse Emerging Marke | 1.51% | 130,289 | $5.7M | — |
| VGT Vanguard Info Tech ETF | 1.45% | 9,486 | $5.5M | — |
| XOM Exxon Mobil Corp. | 1.41% | 45,990 | $5.3M | — |
| WFC Wells Fargo & Co. | 1.38% | 87,791 | $5.2M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.38% | 23,872 | $5.2M | — |
| CMCSA Comcast Corp. Class A | 1.38% | 132,380 | $5.2M | — |
| LAMR Lamar Advertising Co. Class A | 1.22% | 38,408 | $4.6M | — |
| ENB Enbridge Inc. | 1.19% | 126,439 | $4.5M | — |
| META Meta Platforms Inc. Class A | 1.18% | 8,840 | $4.5M | — |
| PM Philip Morris International | 1.16% | 43,032 | $4.4M | — |
| GOOGL Alphabet Inc. Class A | 1.15% | 23,861 | $4.3M | — |
| APD Air Products & Chemicals Inc. | 1.12% | 16,368 | $4.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 9,687 | $3.9M | — |
| EIX Edison International | 1.05% | 54,830 | $3.9M | — |
| BLK BlackRock Finance Inc. | 1.01% | 4,837 | $3.8M | — |
| MDT Medtronic PLC | 0.97% | 46,525 | $3.7M | — |
| BKNG Booking Holdings Inc. | 0.95% | 906 | $3.6M | — |
| SBUX Starbucks Corp. | 0.92% | 44,692 | $3.5M | — |
| OMC Omnicom Group | 0.92% | 38,484 | $3.5M | — |
| DUK Duke Energy Corp. | 0.91% | 34,021 | $3.4M | — |
| KO The Coca-Cola Co. | 0.89% | 52,912 | $3.4M | — |
| VXUS Vanguard Total Intl Stock | 0.87% | 54,303 | $3.3M | — |
| GPC Genuine Parts Co. | 0.87% | 23,559 | $3.3M | — |
| AMGN Amgen Inc. | 0.84% | 10,137 | $3.2M | — |
| GSK GSK PLC-Spon ADR | 0.84% | 82,184 | $3.2M | — |
| UPS United Parcel Service Class B | 0.82% | 22,607 | $3.1M | — |
| ETR Entergy Corp. | 0.82% | 28,902 | $3.1M | — |
| WMB Williams Cos Inc. | 0.80% | 71,184 | $3.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 12,295 | $3.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 5,435 | $3.0M | — |
| SCHW Schwab (charles) Corp. | 0.77% | 39,375 | $2.9M | — |
| BSV Vanguard Short-Term Bond ETF | 0.76% | 37,330 | $2.9M | — |
| TFC Truist Financial Corp. | 0.74% | 72,112 | $2.8M | — |
| PFE Pfizer Inc. | 0.74% | 99,411 | $2.8M | — |
| GOOG Alphabet Inc. Class C | 0.70% | 14,328 | $2.6M | — |
| V Visa Inc. Class A | 0.67% | 9,619 | $2.5M | — |
| AMT American Tower Corp. | 0.64% | 12,435 | $2.4M | — |
| HII Huntington Ingalls Industrie | 0.64% | 9,769 | $2.4M | — |
| VZ Verizon Communications Inc. | 0.64% | 58,341 | $2.4M | — |
| SDY SS SPDR S&P Dividend ETF | 0.64% | 18,899 | $2.4M | — |
| TXN Texas Instruments Inc. | 0.63% | 12,203 | $2.4M | — |
| FIS Fidelity National Info Serv | 0.62% | 30,912 | $2.3M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.61% | 13,306 | $2.3M | — |
| ELV Elevance Health Inc. | 0.61% | 4,245 | $2.3M | — |
| ORCL Oracle Corp. | 0.57% | 15,077 | $2.1M | — |
| NVDA Nvidia Corp. | 0.55% | 16,680 | $2.1M | — |
| LYG Lloyds Banking Group PLC-ADR | 0.55% | 754,340 | $2.1M | — |
| IQV Iqvia Holdings Inc. | 0.51% | 9,136 | $1.9M | — |
| MA Mastercard Inc. Class A | 0.48% | 4,140 | $1.8M | — |
| VNQ Vanguard Real Estate ETF | 0.45% | 20,294 | $1.7M | — |
| KMX Carmax Inc. | 0.42% | 21,650 | $1.6M | — |
| WEC WEC Energy Group Inc. | 0.41% | 19,611 | $1.5M | — |
| QCOM Qualcomm Inc. | 0.38% | 7,186 | $1.4M | — |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 7,757 | $1.4M | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.37% | 30,955 | $1.4M | — |
| ITOT iShares Core S&P Total U.S. | 0.34% | 10,728 | $1.3M | — |
| BLV Vanguard Long-Term Bond ETF | 0.32% | 17,145 | $1.2M | — |
| COR Cencora Inc. | 0.32% | 5,268 | $1.2M | — |
| CHKP Check Point Software Tech | 0.31% | 6,980 | $1.2M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 11,551 | $1.1M | — |
| BIV Vanguard Intermediate-Term B | 0.30% | 15,070 | $1.1M | — |
| ADBE Adobe Inc. | 0.29% | 1,982 | $1.1M | — |
| PAGP Plains GP Holdings LP | 0.29% | 58,140 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 0.28% | 2,086 | $1.1M | — |
| ADI Analog Devices Inc. | 0.28% | 4,603 | $1.1M | — |
| DGRO iShares Core Dividend Growth | 0.25% | 16,398 | $945K | — |
| NVS Novartis AG-Sponsored ADR | 0.25% | 8,810 | $938K | — |
| GD General Dynamics Corp. | 0.24% | 3,104 | $900K | — |
| DEO Diageo PLC-Sponsored ADR | 0.24% | 7,064 | $891K | — |
| ADSK Autodesk Inc. | 0.23% | 3,457 | $855K | — |
| BDX Becton Dickinson and Co. | 0.23% | 3,627 | $848K | — |
| UL Unilever PLC | 0.22% | 14,797 | $814K | — |
| MO Altria Group Inc. | 0.22% | 17,834 | $812K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 10,734 | $780K | — |
| EBAY eBay Inc. | 0.20% | 14,056 | $755K | — |
| MCK McKesson Corp. | 0.19% | 1,236 | $722K | — |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,311 | $717K | — |
| SNY Sanofi-ADR | 0.19% | 14,676 | $712K | — |
| FISV Fiserv Inc. | 0.18% | 4,598 | $685K | — |
| CRM Salesforce Inc. | 0.18% | 2,642 | $679K | — |
| COP Conocophillips | 0.18% | 5,788 | $662K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 4,285 | $645K | — |
| MUB iShares National Muni Bond E | 0.17% | 6,013 | $641K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.17% | 10,442 | $625K | — |
| JNJ Johnson & Johnson | 0.16% | 4,189 | $612K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 14,933 | $594K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 11,450 | $587K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 5,430 | $582K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.15% | 8,776 | $562K | — |
| PEP Pepsico Inc. | 0.14% | 3,258 | $537K | — |
| PG The Procter & Gamble Co. | 0.14% | 3,189 | $526K | — |
| AGG iShares Core U.S. Aggregate | 0.14% | 5,384 | $523K | — |
| TOTL SS Doubleline TR Tact ETF | 0.13% | 12,678 | $504K | — |
| CVS CVS Health Corp. | 0.13% | 8,506 | $502K | — |
| LMT Lockheed Martin Corp. | 0.13% | 1,070 | $500K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.13% | 11,706 | $486K | — |
| HON Honeywell International Inc. | 0.13% | 2,240 | $478K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 2,611 | $477K | — |
| MBB iShares MBS ETF | 0.12% | 5,065 | $465K | — |
| ECL Ecolab Inc. | 0.12% | 1,889 | $449K | — |
| TSLA Tesla Inc. | 0.12% | 2,248 | $445K | — |
| AXP American Express Co. | 0.12% | 1,896 | $439K | — |
| LLY Eli Lilly & Co. | 0.12% | 483 | $437K | — |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 3,614 | $436K | — |
| NEE Nextera Energy Inc. | 0.11% | 6,048 | $428K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.11% | 8,180 | $427K | — |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 2,501 | $411K | — |
| IEMG iShares Core MSCI Emerging | 0.11% | 7,568 | $405K | — |
| VEEV Veeva Systems Inc. Class A | 0.11% | 2,202 | $403K | — |
| IWF iShares Russell 1000 Growth | 0.10% | 1,067 | $389K | — |
| SUB iShares Short-Term National | 0.10% | 3,475 | $363K | — |
| FALN iShares Fallen Angels ETF | 0.09% | 13,030 | $341K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.09% | 6,677 | $325K | — |
| IGRO iShares Intl Div Growth ETF | 0.09% | 4,779 | $322K | — |
| RTX RTX Corp. | 0.08% | 3,055 | $307K | — |
| DKNG Draftkings Inc. Class A | 0.08% | 7,954 | $304K | — |
| WMT Walmart Inc. | 0.07% | 4,059 | $275K | — |
| SCHD Schwab US DVD Equity ETF | 0.07% | 3,490 | $271K | — |
| VGIT Vanguard Intermediate-Term T | 0.07% | 4,620 | $269K | — |
| IEF iShares 7-10 Year Treasury B | 0.07% | 2,837 | $266K | — |
| COST Costco Wholesale Corp. | 0.07% | 311 | $264K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,528 | $264K | — |
| VXF Vanguard Extended Market ETF | 0.07% | 1,528 | $258K | — |
| IXUS iShares Core Intl Stock ETF | 0.06% | 3,620 | $245K | — |
| MRK Merck & Co. Inc. | 0.06% | 1,947 | $241K | — |
| PFF iShares Preferred & Income S | 0.06% | 7,590 | $239K | — |
| HD Home Depot Inc. | 0.06% | 654 | $225K | — |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,849 | $221K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.06% | 4,854 | $219K | — |
| PFXF Vaneck Pref Sec X-Financials | 0.06% | 12,631 | $219K | — |
| CVX Chevron Corp. | 0.06% | 1,383 | $216K | — |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 2,352 | $208K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 424 | $203K | — |
| NNY Nuveen New York Muni Val | 0.03% | 12,500 | $104K | — |
| HBI Hanesbrands Inc. | 0.02% | 11,543 | $57K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 289 | $632.3M | VOO, COWZ, AAPL, QQQ, VB |
| Q1 2026 | 265 | $572.8M | VOO, COWZ, VB, AAPL, EFA |
| Q4 2025 | 261 | $568.9M | VOO, COWZ, AAPL, VB, EFA |
| Q3 2025 | 255 | $561.8M | VOO, COWZ, AAPL, VB, BND |
| Q2 2025 | 221 | $517.9M | VOO, BND, VB, VTI, VIG |
| Q1 2025 | 154 | $454.4M | VOO, BND, VIG, VB, VTI |
| Q4 2024Amended | 144 | $433.5M | VOO, VYM, VTI, AAPL, BND |
| Q3 2024 | 150 | $416.2M | VOO, VTI, VYM, AAPL, VEA |
| Q2 2024 | 149 | $376.7M | VOO, VTI, VYM, AAPL, VEA |