Drucker Wealth 3.0, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 20, 2025
Value $: $433M
Signature - Title: Neisy S. Arnez - Chief Compliance Officer
Location: Woodcliff Lake, NJ
Summary: This page shows a list of all the recent 13F filings made by Drucker Wealth 3.0, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Drucker Wealth 3.0, LLC reported 144 stock holdings with total value $433M as of Q4 2024. Top holdings included VOO, VYM, VTI, AAPL, and BND.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	144	$433M	+$57M	-$32.7M	+$24.4M	VOO, VYM, VTI, AAPL, BND	Restatement	2/20/2025, 09:27 AM
Q3 2024	150	$416M	+$21.5M	-$8.06M	+$13.4M	VOO, VTI, VYM, AAPL, VEA	13F-HR	11/15/2024, 10:37 AM
Q2 2024	149	$377M	$0	$0		VOO, VTI, VYM, AAPL, VEA	13F-HR	8/14/2024, 02:41 PM