DW
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Drucker Wealth 3.0, LLC13F | |
| Drucker Wealth 3.0, LLC | |
| Last update 2025-05-09 | 154 Stocks (17 new) |
| Value $454.00 Mil | Turnover 13 % |
Drucker Wealth 3.0, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 88,551 | 45,507.3 | +37.25% | 10.020 | +2.72% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
BND | Vanguard Total Bond Market ETF | 407,774 | 29,951.0 | +82.12% | 6.590 | +2.97% | 0.020 | +1.26% | +3.27% | 127,496.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 95,270 | 18,481.4 | +55.97% | 4.070 | +1.46% | 0.020 | +12.58% | +6.21% | 89,349.2 | ||
VB | Vanguard Small Cap ETF | 80,137 | 17,770.3 | +70.10% | 3.910 | +1.61% | 0.030 | +17.90% | +1.99% | 61,352.9 | ||
VTI | Vanguard Total Stock Market ETF | 60,849 | 16,723.7 | -13.70% | 3.680 | -0.65% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 129,543 | 16,705.9 | -21.40% | 3.680 | -1.04% | 0.030 | +12.20% | +6.97% | 58,807.4 | ||
AAPL | Apple Inc | 69,824 | 15,510.0 | +3.97% | 3.410 | +0.13% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VEA | Vanguard FTSE Developed Markets ETF | 271,573 | 13,804.1 | +1.96% | 3.040 | +0.06% | 0.010 | +12.49% | +19.94% | 157,607.2 | ||
VGT | Vanguard Information Technology ETF | 21,899 | 11,877.6 | +37.82% | 2.610 | +0.72% | 0.010 | +35.75% | +10.51% | 87,513.6 | ||
JPM | JPMorgan Chase & Co | 37,638 | 9,232.6 | -3.01% | 2.030 | -0.06% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
Drucker Wealth 3.0, LLC's Historical Top Holdings Breakdowns
Drucker Wealth 3.0, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +2.97% | 71.17 ($72.57) 73.66 | $72.85 | 0.39% | Add 82.12% | 407,774 | 183,867 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +2.72% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 37.25% | 88,551 | 24,033 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +1.61% | 217.89 ($238.81) 252.64 | $243.27 | 1.87% | Add 70.1% | 80,137 | 33,025 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +1.46% | 190.34 ($198.85) 205.23 | $206.10 | 3.65% | Add 55.97% | 95,270 | 34,186 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Reduce Reduce | -1.04% | 126.11 ($130.91) 135.06 | $134.69 | 2.89% | Reduce -21.4% | 129,543 | -35,271 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.72% | 542.38 ($602.71) 646.34 | $685.53 | 13.74% | Add 37.82% | 21,899 | 6,010 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.65% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Reduce -13.7% | 60,849 | -9,661 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.60% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | Add 43.04% | 34,920 | 10,507 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.52% | 369.1 ($404.54) 427.61 | $448.39 | 10.84% | Reduce -24.15% | 17,108 | -5,448 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Reduce Reduce | -0.29% | 48.33 ($48.9) 49.5 | $49.19 | 0.59% | Reduce -22.29% | 89,643 | -25,707 |
Drucker Wealth 3.0, LLC Total Holding History ($B)
Drucker Wealth 3.0, LLC's Asset Allocation
Drucker Wealth 3.0, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Drucker Wealth 3.0, LLC's Hypothetical Growth since 2025-03-31
Drucker Wealth 3.0, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Drucker Wealth 3.0, LLC's Holdings Heat Map
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Drucker Wealth 3.0, LLC's Holdings Bubble Chart
Drucker Wealth 3.0, LLC News
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