Drucker Wealth 3.0, LLC Portfolio Holdings
Q3 2025•255 long positions•$561.8M portfolio value
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Holding260 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $49.3M 8.77% | -$3.0M Sold | — 80.4K shares | 85.3K → 80.4K −$3.0M | -5.7% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $19.5M 3.46% | +$12.3M Bought | — 338.6K shares | 124.9K → 338.6K +$12.3M | +171.22% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $19.0M 3.38% | +$658.7K Bought | 0.001% 74.5K shares | 71.9K → 74.5K +$658.7K | +3.6% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $18.3M 3.26% | -$4.7M Sold | — 72.1K shares | 90.6K → 72.1K −$4.7M | -20.36% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $18.0M 3.21% | -$11.3M Sold | — 242.6K shares | 394.7K → 242.6K −$11.3M | -38.52% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $17.7M 3.15% | -$917.9K Sold | — 53.9K shares | 56.7K → 53.9K −$917.9K | -4.94% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.8M 2.99% | +$10.4M Bought | — 180.1K shares | 69.2K → 180.1K +$10.4M | +160.19% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $15.3M 2.72% | +$8.2M Bought | — 25.4K shares | 11.8K → 25.4K +$8.2M | +116.1% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $14.8M 2.64% | -$2.9M Sold | — 68.8K shares | 82.3K → 68.8K −$2.9M | -16.46% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $14.0M 2.5% | +$1.4M Bought | 0.0% 27.1K shares | 24.3K → 27.1K +$1.4M | +11.48% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.7M 2.08% | -$3.3M Sold | — 194.6K shares | 249.6K → 194.6K −$3.3M | -22.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.5M 1.86% | +$551.3K Bought | — 123.7K shares | 117.2K → 123.7K +$551.3K | +5.55% | — — | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $9.0M 1.6% | -$718.2K Sold | 0.001% 28.5K shares | 30.8K → 28.5K −$718.2K | -7.39% | $867.35B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.9M 1.59% | +$6.7M Bought | — 326.5K shares | 79.5K → 326.5K +$6.7M | +310.79% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.7M 1.55% | -$276.4K Sold | — 46.8K shares | 48.3K → 46.8K −$276.4K | -3.07% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.1M 1.44% | -$6.1M Sold | — 57.3K shares | 100.6K → 57.3K −$6.1M | -43.02% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $8.1M 1.44% | +$887.7K Bought | 0.0% 43.3K shares | 38.5K → 43.3K +$887.7K | +12.35% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.0M 1.25% | -$257.6K Sold | — 14.6K shares | 15.1K → 14.6K −$257.6K | -3.55% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.5M 1.16% | -$2.1M Sold | — 82.8K shares | 109.3K → 82.8K −$2.1M | -24.21% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.4M 1.15% | -$5.7M Sold | — 8.6K shares | 16.3K → 8.6K −$5.7M | -46.95% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $6.4M 1.14% | -$150.8K Sold | 0.0% 29.1K shares | 29.8K → 29.1K −$150.8K | -2.3% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
Tobacco Consumer Defensive | $5.3M 0.94% | -$1.1M Sold | 0.002% 32.6K shares | 39.1K → 32.6K −$1.1M | -16.69% | $252.48B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.1M 0.9% | +$2.6M Bought | — 29.0K shares | 14.3K → 29.0K +$2.6M | +102.52% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $4.9M 0.878% | -$314.3K Sold | 0.0% 6.7K shares | 7.1K → 6.7K −$314.3K | -5.99% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $4.6M 0.815% | +$2.1M Bought | 0.001% 24.7K shares | 13.4K → 24.7K +$2.1M | +84.02% | $446.55B Mega Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $4.6M 0.81% | -$143.7K Sold | 0.0% 18.7K shares | 19.3K → 18.7K −$143.7K | -3.06% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.5M 0.805% | +$2.7M Bought | — 195.5K shares | 79.2K → 195.5K +$2.7M | +146.93% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.4M 0.776% | -$2.1M Sold | — 80.4K shares | 118.6K → 80.4K −$2.1M | -32.18% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.4M 0.775% | +$2.9M Bought | — 51.7K shares | 17.2K → 51.7K +$2.9M | +201.62% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.3M 0.762% | +$2.7M Bought | — 190.9K shares | 70.5K → 190.9K +$2.7M | +170.84% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.2M 0.753% | -$187.9K Sold | — 6.4K shares | 6.6K → 6.4K −$187.9K | -4.25% | — — | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $4.1M 0.738% | -$865.0K Sold | 0.002% 3.6K shares | 4.3K → 3.6K −$865.0K | -17.26% | $180.54B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.1M 0.735% | +$2.4M Bought | — 34.6K shares | 14.5K → 34.6K +$2.4M | +137.6% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.1M 0.733% | -$4.0M Sold | — 14.0K shares | 27.7K → 14.0K −$4.0M | -49.34% | — — | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $3.9M 0.698% | -$770.9K Sold | 0.001% 34.8K shares | 41.6K → 34.8K −$770.9K | -16.43% | $480.68B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.8M 0.681% | +$3.5M Bought | — 101.2K shares | 9.0K → 101.2K +$3.5M | +1,023.44% | — — | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $3.8M 0.674% | +$1.8M Bought | 0.001% 9.3K shares | 4.9K → 9.3K +$1.8M | +88.84% | $403.32B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.8M 0.669% | — | — 25.8K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $3.5M 0.625% | -$234.3K Sold | 0.0% 7.0K shares | 7.5K → 7.0K −$234.3K | -6.25% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
Communication Equipment Technology | $3.5M 0.62% | +$1.5M Bought | 0.001% 50.9K shares | 29.3K → 50.9K +$1.5M | +73.66% | $270.48B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.3M 0.582% | +$2.2M Bought | — 75.6K shares | 25.6K → 75.6K +$2.2M | +194.67% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 0.558% | +$218.5K Bought | — 45.8K shares | 42.6K → 45.8K +$218.5K | +7.5% | — — | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $3.1M 0.553% | +$1.5M Bought | 0.001% 20.0K shares | 10.2K → 20.0K +$1.5M | +95.82% | $312.88B Mega Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $2.8M 0.498% | +$673.6K Bought | 0.002% 13.7K shares | 10.4K → 13.7K +$673.6K | +31.72% | $163.10B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.7M 0.485% | +$142.0K Bought | 0.002% 14.8K shares | 14.1K → 14.8K +$142.0K | +5.49% | $167.04B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $2.7M 0.484% | -$2.3M Sold | 0.001% 32.4K shares | 59.4K → 32.4K −$2.3M | -45.45% | $268.51B Mega Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $2.7M 0.476% | -$214.8K Sold | 0.0% 11.0K shares | 11.9K → 11.0K −$214.8K | -7.43% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.5M 0.451% | +$1.4M Bought | — 54.1K shares | 24.8K → 54.1K +$1.4M | +118.48% | — — | Q2 2025 Held for 5 months | |
Household & Personal Products Consumer Defensive | $2.5M 0.45% | +$1.1M Bought | 0.001% 16.5K shares | 9.5K → 16.5K +$1.1M | +73.74% | $359.62B Mega Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $2.5M 0.45% | +$898.4K Bought | 0.002% 33.5K shares | 21.6K → 33.5K +$898.4K | +55.22% | $155.46B Large Cap | Q2 2024 Held for 1y 5m |
