Drucker-Wealth-30

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "AVGO",
  "KMX",
  "DUK",
  "PAGP",
  "EBAY",
  "GD",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  "QCOM",
  "LAMR",
  "AMAT",
  "BKNG",
  "META",
  null,
  "IQV",
  null,
  "NNY",
  "KMI",
  "IWS",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "TMUS",
  "FIS",
  "GE",
  "GPC",
  "NVS",
  "OMC",
  "FAST",
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IEFA",
  null,
  null,
  "RTX",
  null,
  "AMT",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "TXN",
  "TFC",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VOE",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  "VIG",
  "LYG",
  "SNY",
  "TSM",
  "GSK",
  "ETR",
  "VYM",
  null,
  "ADSK",
  "SDY",
  "FI",
  "WEC",
  "DEO",
  "AMZN",
  "HII",
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  "VYMI",
  "VXUS",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "CHKP",
  "EIX",
  "CRM",
  "DGRO",
  "MCK",
  "SPYV",
  "ESGU",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  null,
  "RSP",
  "ADI",
  "NEE",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 154
Total Value: 454368603
Accession Number: 0002031642-25-000004
Form Type: 13F-HR
CIK: drucker-wealth-30
Manager Name: Drucker-Wealth-30

Data Enrichment

89% identified

137 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $454.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ENBRIDGE INC

ENB|29250N105

Shares:120.9K

Value:$5.4M

% of Portfolio:1.2% ($5.4M/$454.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:44.6K

Value:$5.3M

% of Portfolio:1.2% ($5.3M/$454.4M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:59.3K

Value:$5.1M

% of Portfolio:1.1% ($5.1M/$454.4M)

Meta Platforms, Inc.

META|30303M102

Shares:8.6K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$454.4M)

BlackRock, Inc.

BLK|09290D101

Shares:4.8K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$454.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.5K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$454.4M)

92203J407

BNDX|92203J407

Shares:89.6K

Value:$4.4M

% of Portfolio:1.0% ($4.4M/$454.4M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:14.8K

Value:$4.4M

% of Portfolio:1.0% ($4.4M/$454.4M)

COMCAST CORP

CMCSA|20030N101

Shares:117.0K

Value:$4.3M

% of Portfolio:1.0% ($4.3M/$454.4M)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:36.4K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$454.4M)

STARBUCKS CORP

SBUX|855244109

Shares:41.1K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$454.4M)

Medtronic plc

MDT|G5960L103

Shares:43.2K

Value:$3.9M

% of Portfolio:0.9% ($3.9M/$454.4M)

Duke Energy CORP

DUK|26441C204

Shares:31.0K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$454.4M)

COCA COLA CO

KO|191216100

Shares:51.9K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$454.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.6K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$454.4M)

BECTON DICKINSON & CO

BDX|075887109

Shares:15.9K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$454.4M)

NVIDIA CORP

NVDA|67066G104

Shares:32.1K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$454.4M)

GSK plc

GSK|37733W204

Shares:80.9K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$454.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:20.1K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$454.4M)

AMGEN INC

AMGN|031162100

Shares:9.8K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$454.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ENBRIDGE INC(ENBcusip29250N105)	120.9K	QoQ -4.99% (-6.3K) YoY-	All Managers (Combined)	$5.4M	1.2% ($5.4M/$454.4M)	QoQ -0.78% (-$42.2K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	44.6K	QoQ -2.59% (-1.2K) YoY-	All Managers (Combined)	$5.3M	1.2% ($5.3M/$454.4M)	QoQ +7.68% (-$378.4K) YoY-
ENTERGY CORP /DE/(ETRcusip29364G103)	59.3K	QoQ -3.01% (-1.8K) YoY-	All Managers (Combined)	$5.1M	1.1% ($5.1M/$454.4M)	QoQ +9.35% (-$433.7K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	8.6K	QoQ -9.49% (-901) YoY-	All Managers (Combined)	$4.9M	1.1% ($4.9M/$454.4M)	QoQ -10.91% (-$606.1K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	4.8K	QoQ -1.84% (-90) YoY-	All Managers (Combined)	$4.5M	1.0% ($4.5M/$454.4M)	QoQ -9.36% (-$469.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.5K	QoQ -8.29% (-769) YoY-	All Managers (Combined)	$4.5M	1.0% ($4.5M/$454.4M)	QoQ +7.74% (-$325.7K) YoY-
(BNDXcusip92203J407)	89.6K	QoQ -(+89.6K) YoY-	All Managers (Combined)	$4.4M	1.0% ($4.4M/$454.4M)	QoQ +39784927.27% (+$4.4M) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	14.8K	QoQ -9.64% (-1.6K) YoY-	All Managers (Combined)	$4.4M	1.0% ($4.4M/$454.4M)	QoQ -8.12% (-$385.6K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	117.0K	QoQ -0.43% (-510) YoY-	All Managers (Combined)	$4.3M	1.0% ($4.3M/$454.4M)	QoQ -2.10% (-$92.8K) YoY-
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	36.4K	QoQ -6.29% (-2.4K) YoY-	All Managers (Combined)	$4.1M	0.9% ($4.1M/$454.4M)	QoQ -12.42% (-$587.7K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	41.1K	QoQ -10.07% (-4.6K) YoY-	All Managers (Combined)	$4.0M	0.9% ($4.0M/$454.4M)	QoQ -3.33% (-$138.9K) YoY-
Medtronic plc(MDTcusipG5960L103)	43.2K	QoQ +9.17% (+3.6K) YoY-	All Managers (Combined)	$3.9M	0.9% ($3.9M/$454.4M)	QoQ +22.81% (+$721.9K) YoY-
Duke Energy CORP(DUKcusip26441C204)	31.0K	QoQ -8.16% (-2.8K) YoY-	All Managers (Combined)	$3.8M	0.8% ($3.8M/$454.4M)	QoQ +3.96% (-$144.0K) YoY-
COCA COLA CO(KOcusip191216100)	51.9K	QoQ -1.90% (-1.0K) YoY-	All Managers (Combined)	$3.7M	0.8% ($3.7M/$454.4M)	QoQ +12.83% (-$423.1K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.6K	QoQ +4.88% (+309) YoY-	All Managers (Combined)	$3.7M	0.8% ($3.7M/$454.4M)	QoQ +0.10% (+$4.0K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	15.9K	QoQ +1.62% (+254) YoY-	All Managers (Combined)	$3.6M	0.8% ($3.6M/$454.4M)	QoQ +2.60% (+$92.3K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	32.1K	QoQ +25.58% (+6.5K) YoY-	All Managers (Combined)	$3.5M	0.8% ($3.5M/$454.4M)	QoQ +1.35% (+$46.4K) YoY-
GSK plc(GSKcusip37733W204)	80.9K	QoQ +17.87% (+12.3K) YoY-	All Managers (Combined)	$3.1M	0.7% ($3.1M/$454.4M)	QoQ +35.02% (+$813.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	20.1K	QoQ -16.50% (-4.0K) YoY-	All Managers (Combined)	$3.1M	0.7% ($3.1M/$454.4M)	QoQ -31.79% (-$1.4M) YoY-
AMGEN INC(AMGNcusip031162100)	9.8K	QoQ +0.44% (+44) YoY-	All Managers (Combined)	$3.1M	0.7% ($3.1M/$454.4M)	QoQ +20.06% (+$512.6K) YoY-