Drucker Wealth 3.0, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 20, 2025), Drucker Wealth 3.0, LLC reported 144 stock positions worth $433.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.0% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 4.9%) and VG Morningstar TS MKT ETF-US (VTI, 4.7%). Compared with Q3 2024, it opened 11 new positions, sold out of 17, added to 42 and reduced 87. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +368%) and the biggest sale an exit from Williams Cos (WMB).
- Most Recent 13F
- Q2 2026
- Location
- WOODCLIFF LAKE, NJ
- CIK
- 0002031642
- Portfolio Value
- $433.5M (Q4 2024)
- SEC Filing
- 0002031642-25-000002 ↗ filed Feb 20, 2025
Holdings Value
Holdings 144 stocks · $433.5M
| VOO Vanguard S&P 500 ETF | 8.02% | 64,518 | $34.8M | Add +32.7% |
| VYM Vanguard High DVD Yield ETF | 4.85% | 164,814 | $21.0M | Add +22.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.71% | 70,510 | $20.4M | Add +0.4% |
| AAPL Apple Inc. | 3.88% | 67,159 | $16.8M | Add +4.9% |
| BND Vanguard Total Bond Market | 3.71% | 223,907 | $16.1M | Add +41.9% |
| VEA Vanguard Ftse Developed ETF | 2.94% | 266,349 | $12.7M | Add +5.2% |
| VIG Vanguard Dividend Apprec ETF | 2.76% | 61,084 | $12.0M | Add +367.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.61% | 47,112 | $11.3M | Add +50.3% |
| VGT Vanguard Info Tech ETF | 2.28% | 15,889 | $9.9M | Add +33.0% |
| JPM JPMorgan Chase & Co. | 2.15% | 38,808 | $9.3M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.14% | 22,556 | $9.3M | Reduce -0.6% |
| VTC Vanguard Total Corporate BND | 2.00% | 114,708 | $8.7M | Reduce -14.4% |
| MSFT Microsoft Corp. | 2.00% | 20,550 | $8.7M | Add +0.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.75% | 112,015 | $7.6M | Reduce -16.3% |
| AMZN Amazon.com Inc. | 1.71% | 33,749 | $7.4M | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.69% | 43,232 | $7.3M | Add +8.3% |
| VWO Vanguard Ftse Emerging Marke | 1.63% | 160,391 | $7.1M | Add +13.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 24,413 | $6.4M | Add +42.2% |
| WFC Wells Fargo & Co. | 1.42% | 87,603 | $6.2M | Reduce -2.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.31% | 115,350 | $5.7M | Reduce -26.3% |
| META Meta Platforms Inc. Class A | 1.28% | 9,486 | $5.6M | Add +5.1% |
| ENB Enbridge Inc. | 1.25% | 127,226 | $5.4M | Reduce -0.4% |
| PM Philip Morris International | 1.20% | 43,280 | $5.2M | Reduce -1.7% |
| BLK BlackRock Inc. | 1.16% | 4,890 | $5.0M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.14% | 45,751 | $4.9M | Reduce -2.1% |
| APD Air Products & Chemicals Inc. | 1.09% | 16,363 | $4.7M | Reduce -1.3% |
| LAMR Lamar Advertising Co. Class A | 1.09% | 38,854 | $4.7M | Reduce -0.2% |
| ETR Entergy Corp. | 1.07% | 61,177 | $4.6M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 1.05% | 24,061 | $4.6M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 1.02% | 117,493 | $4.4M | Reduce -12.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 9,272 | $4.2M | Reduce -7.3% |
| SBUX Starbucks Corp. | 0.96% | 45,666 | $4.2M | Reduce -4.7% |
| BKNG Booking Holdings Inc. | 0.87% | 758 | $3.8M | Reduce -17.3% |
| EIX Edison International | 0.87% | 47,174 | $3.8M | Reduce -15.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 6,331 | $3.7M | Reduce -0.0% |
| DUK Duke Energy Corp. | 0.84% | 33,725 | $3.6M | Reduce -2.4% |
| BDX Becton Dickinson and Co. | 0.82% | 15,601 | $3.5M | Add +321.2% |
| NVDA Nvidia Corp. | 0.79% | 25,567 | $3.4M | Add +25.2% |
| KO The Coca-Cola Co. | 0.76% | 52,922 | $3.3M | Reduce -1.0% |
| OMC Omnicom Group | 0.74% | 37,273 | $3.2M | Reduce -4.0% |
| MDT Medtronic PLC | 0.73% | 39,612 | $3.2M | Reduce -16.4% |
| TFC Truist Financial Corp. | 0.73% | 72,783 | $3.2M | Reduce -0.7% |
| V Visa Inc. Class A | 0.68% | 9,373 | $3.0M | Reduce -4.4% |
| SCHW Schwab (charles) Corp. | 0.64% | 37,525 | $2.8M | Reduce -6.5% |
| GOOG Alphabet Inc. Class C | 0.62% | 14,129 | $2.7M | Reduce -7.3% |
| AMGN Amgen Inc. | 0.59% | 9,803 | $2.6M | Reduce -4.1% |
| UPS United Parcel Service Class B | 0.59% | 20,146 | $2.5M | Reduce -11.6% |
| VNQ Vanguard Real Estate ETF | 0.58% | 28,044 | $2.5M | Add +20.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 12,571 | $2.5M | Reduce -6.5% |
| SDY SS SPDR S&P Dividend ETF | 0.56% | 18,280 | $2.4M | Reduce -4.0% |
| FIS Fidelity National Info Serv | 0.55% | 29,726 | $2.4M | Reduce -0.5% |
| GPC Genuine Parts Co. | 0.54% | 20,142 | $2.4M | Reduce -15.2% |
| GSK GSK PLC-Spon ADR | 0.54% | 68,665 | $2.3M | Reduce -17.9% |
| TXN Texas Instruments Inc. | 0.52% | 12,118 | $2.3M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.52% | 13,601 | $2.3M | Reduce -13.1% |
| VZ Verizon Communications Inc. | 0.52% | 55,980 | $2.2M | Reduce -5.4% |
| MA Mastercard Inc. Class A | 0.51% | 4,161 | $2.2M | Reduce -1.8% |
| AMT American Tower Corp. | 0.48% | 11,361 | $2.1M | Reduce -13.7% |
| LYG Lloyds Banking Group PLC-ADR | 0.47% | 752,768 | $2.0M | Reduce -2.1% |
| WEC WEC Energy Group Inc. | 0.47% | 21,564 | $2.0M | Add +4.3% |
| BSV Vanguard Short-Term Bond ETF | 0.45% | 24,984 | $1.9M | Reduce -23.4% |
| PFE Pfizer Inc. | 0.44% | 71,392 | $1.9M | Reduce -28.2% |
| KMX Carmax Inc. | 0.41% | 21,678 | $1.8M | Reduce -7.2% |
| ITOT iShares Core S&P Total U.S. | 0.38% | 12,720 | $1.6M | Add +24.8% |
| CGCB Cap Group Core Bond | 0.35% | 59,657 | $1.5M | New |
| VXUS Vanguard Total Intl Stock | 0.33% | 24,207 | $1.4M | Reduce -50.8% |
| IQV Iqvia Holdings Inc. | 0.33% | 7,231 | $1.4M | Reduce -21.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 12,180 | $1.4M | Add +4.5% |
| CRM Salesforce Inc. | 0.31% | 3,961 | $1.3M | Add +5.5% |
| HII Huntington Ingalls Industrie | 0.30% | 6,772 | $1.3M | Reduce -32.5% |
| CHKP Check Point Software Tech | 0.29% | 6,816 | $1.3M | Reduce -5.0% |
| ELV Elevance Health Inc. | 0.29% | 3,375 | $1.2M | Reduce -23.0% |
| TSLA Tesla Inc. | 0.29% | 3,065 | $1.2M | Add +11.0% |
| COR Cencora Inc. | 0.26% | 5,045 | $1.1M | Reduce -5.8% |
| PAGP Plains GP Holdings LP | 0.25% | 57,806 | $1.1M | Reduce -2.2% |
| UNH Unitedhealth Group Inc. | 0.24% | 2,084 | $1.1M | Reduce -2.1% |
| ADSK Autodesk Inc. | 0.24% | 3,560 | $1.1M | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.24% | 6,723 | $1.0M | Reduce -9.3% |
| FBND Fidelity Total Bond ETF | 0.23% | 22,580 | $1.0M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 13,893 | $976K | Add +19.7% |
| ADBE Adobe Inc. | 0.22% | 2,176 | $968K | Reduce -2.5% |
| FISV Fiserv Inc. | 0.22% | 4,668 | $959K | Reduce -2.8% |
| ADI Analog Devices Inc. | 0.22% | 4,455 | $946K | Reduce -7.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.22% | 20,567 | $932K | Reduce -24.6% |
| DEO Diageo PLC-Sponsored ADR | 0.21% | 7,308 | $929K | Reduce -20.2% |
| MO Altria Group Inc. | 0.21% | 17,460 | $913K | Reduce -2.8% |
| AGG iShares Core U.S. Aggregate | 0.19% | 8,699 | $843K | Add +52.0% |
| UL Unilever PLC | 0.19% | 14,628 | $829K | Reduce -3.1% |
| NVS Novartis AG-Sponsored ADR | 0.19% | 8,425 | $820K | Reduce -6.4% |
| BIV Vanguard Intermediate-Term B | 0.19% | 10,860 | $812K | Reduce -17.8% |
| EBAY eBay Inc. | 0.19% | 13,062 | $809K | Reduce -10.5% |
| GD General Dynamics Corp. | 0.18% | 2,908 | $766K | Reduce -8.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.18% | 9,951 | $765K | Reduce -8.2% |
| NYF iShares New York Muni Bond E | 0.18% | 14,329 | $763K | New |
| BLV Vanguard Long-Term Bond ETF | 0.17% | 11,030 | $755K | Reduce -26.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.17% | 13,170 | $720K | Add +14.1% |
| MCK McKesson Corp. | 0.16% | 1,191 | $679K | Reduce -6.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.15% | 4,131 | $668K | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 14,654 | $644K | Reduce -5.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.15% | 14,149 | $636K | Add +20.8% |
Portfolio Sells Q3 2024 → Q4 2024
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.80 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -16.3% | 1.75% | −0.61 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -26.3% | 1.31% | −0.59 |
| VTC Vanguard Total Corporate BND | Reduce -14.4% | 2.00% | −0.55 |
| VXUS Vanguard Total Intl Stock | Reduce -50.8% | 0.33% | −0.44 |
| HII Huntington Ingalls Industrie | Reduce -32.5% | 0.30% | −0.34 |
| CMCSA Comcast Corp. Class A | Reduce -12.0% | 1.02% | −0.32 |
| EIX Edison International | Reduce -15.3% | 0.87% | −0.30 |
| MDT Medtronic PLC | Reduce -16.4% | 0.73% | −0.29 |
| GSK GSK PLC-Spon ADR | Reduce -17.9% | 0.54% | −0.29 |
| ELV Elevance Health Inc. | Reduce -23.0% | 0.29% | −0.26 |
| GPC Genuine Parts Co. | Reduce -15.2% | 0.54% | −0.25 |
| AMT American Tower Corp. | Reduce -13.7% | 0.48% | −0.25 |
| PFE Pfizer Inc. | Reduce -28.2% | 0.44% | −0.25 |
| OMC Omnicom Group | Reduce -4.0% | 0.74% | −0.22 |
| AMGN Amgen Inc. | Reduce -4.1% | 0.59% | −0.20 |
| IQV Iqvia Holdings Inc. | Reduce -21.9% | 0.33% | −0.20 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 1.14% | −0.18 |
| BSV Vanguard Short-Term Bond ETF | Reduce -23.4% | 0.45% | −0.17 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.76% | −0.16 |
| SBUX Starbucks Corp. | Reduce -4.7% | 0.96% | −0.16 |
| UPS United Parcel Service Class B | Reduce -11.6% | 0.59% | −0.16 |
| LAMR Lamar Advertising Co. Class A | Reduce -0.2% | 1.09% | −0.16 |
| DGRO iShares Core Dividend Growth | Reduce -61.5% | 0.08% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.3% | 0.97% | −0.14 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -5.4% | 0.52% | −0.12 |
| DUK Duke Energy Corp. | Reduce -2.4% | 0.84% | −0.12 |
| ORCL Oracle Corp. | Reduce -13.1% | 0.52% | −0.12 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -2.1% | 0.47% | −0.10 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -59.2% | 0.05% | −0.10 |
| BLV Vanguard Long-Term Bond ETF | Reduce -26.0% | 0.17% | −0.10 |
| DEO Diageo PLC-Sponsored ADR | Reduce -20.2% | 0.21% | −0.09 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -24.6% | 0.22% | −0.09 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.0% | 0.56% | −0.09 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.09 |
| APD Air Products & Chemicals Inc. | Reduce -1.3% | 1.09% | −0.09 |
| TXN Texas Instruments Inc. | Reduce -2.0% | 0.52% | −0.09 |
| SNY Sanofi-ADR | Reduce -24.5% | 0.13% | −0.08 |
| PM Philip Morris International | Reduce -1.7% | 1.20% | −0.08 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.08 |
| TOTL SS Doubleline TR Tact ETF | Reduce -59.5% | 0.05% | −0.08 |
| IGRO iShares Intl Div Growth ETF | Sold out | 0.00% | −0.08 |
| FALN iShares Fallen Angels ETF | Sold out | 0.00% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -9.3% | 0.24% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -17.8% | 0.19% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -6.4% | 0.19% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| VIG Vanguard Dividend Apprec ETF | Add +367.6% | 2.76% | +2.14 |
| VOO Vanguard S&P 500 ETF | Add +32.7% | 8.02% | +1.86 |
| BND Vanguard Total Bond Market | Add +41.9% | 3.71% | +0.87 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +50.3% | 2.61% | +0.83 |
| VYM Vanguard High DVD Yield ETF | Add +22.8% | 4.85% | +0.72 |
| BDX Becton Dickinson and Co. | Add +321.2% | 0.82% | +0.60 |
| VGT Vanguard Info Tech ETF | Add +33.0% | 2.28% | +0.60 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +42.2% | 1.49% | +0.40 |
| CGCB Cap Group Core Bond | New | 0.35% | +0.35 |
| AAPL Apple Inc. | Add +4.9% | 3.88% | +0.30 |
| FBND Fidelity Total Bond ETF | New | 0.23% | +0.23 |
| NVDA Nvidia Corp. | Add +25.2% | 0.79% | +0.20 |
| NYF iShares New York Muni Bond E | New | 0.18% | +0.18 |
| ETR Entergy Corp. | Add +2.2% | 1.07% | +0.12 |
| AMAT Applied Materials Inc. | New | 0.11% | +0.11 |
| TSLA Tesla Inc. | Add +11.0% | 0.29% | +0.11 |
| NFLX Netflix Inc. | New | 0.10% | +0.10 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.09% | +0.09 |
| IQDY NT Intl Qual Div DYN ETF | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +74.7% | 0.13% | +0.07 |
| ITOT iShares Core S&P Total U.S. | Add +24.8% | 0.38% | +0.07 |
| IAGG iShares Intl Aggregate Bond | New | 0.06% | +0.06 |
| CRM Salesforce Inc. | Add +5.5% | 0.31% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +52.0% | 0.19% | +0.06 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.05% | +0.05 |
| CFG Citizens Financial Group | New | 0.05% | +0.05 |
| LCTU iShares U.S. Carbon Transiti | New | 0.05% | +0.05 |
| DIS The Walt Disney Co. | Add +4.5% | 0.31% | +0.04 |
| META Meta Platforms Inc. Class A | Add +5.1% | 1.28% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +20.1% | 0.58% | +0.03 |
| WMT Walmart Inc. | Add +26.0% | 0.11% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +20.8% | 0.15% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.3% | 1.69% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +14.1% | 0.17% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.9% | 0.08% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +19.7% | 0.23% | +0.01 |
| DCOR Dimensional US Core Eq 1 ETF | Add +16.9% | 0.06% | +0.01 |
| HON Honeywell International Inc. | Add +1.0% | 0.12% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +13.5% | 1.63% | +0.00 |
| COST Costco Wholesale Corp. | Add +6.4% | 0.07% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +7.3% | 0.07% | +0.00 |
| IBM Intl Business Machines Corp. | Add +4.7% | 0.10% | 0.00 |
| HD Home Depot Inc. | Add +7.1% | 0.07% | −0.00 |
| LLY Eli Lilly & Co. | Add +17.7% | 0.11% | −0.00 |
| MCD McDonald's Corp. | Add +3.8% | 0.05% | −0.00 |
| MRK Merck & Co. Inc. | Add +10.6% | 0.05% | −0.00 |
| DKNG Draftkings Inc. Class A | Add +0.1% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.12% | −0.01 |
| WEC WEC Energy Group Inc. | Add +4.3% | 0.47% | −0.01 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 0.08% | −0.01 |
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 |