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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ORACLE CORP

ORCL|68389X105

Shares:11.1K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$454.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:9.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$454.4M)

921937827

BSV|921937827

Shares:18.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$454.4M)

922908553

VNQ|922908553

Shares:15.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$454.4M)

921909768

VXUS|921909768

Shares:19.8K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$454.4M)

CARMAX INC

KMX|143130102

Shares:15.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$454.4M)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:54.7K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$454.4M)

Elevance Health, Inc.

ELV|036752103

Shares:2.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$454.4M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:4.7K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$454.4M)

03073E105

Shares:3.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$454.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:6.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$454.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:16.6K

Value:$998.0K

% of Portfolio:0.2% ($998.0K/$454.4M)

464288323

Shares:18.7K

Value:$985.6K

% of Portfolio:0.2% ($985.6K/$454.4M)

Tesla, Inc.

TSLA|88160R101

Shares:3.6K

Value:$933.5K

% of Portfolio:0.2% ($933.5K/$454.4M)

25434V500

Shares:15.6K

Value:$931.2K

% of Portfolio:0.2% ($931.2K/$454.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:5.9K

Value:$907.7K

% of Portfolio:0.2% ($907.7K/$454.4M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:5.0K

Value:$886.2K

% of Portfolio:0.2% ($886.2K/$454.4M)

Salesforce, Inc.

CRM|79466L302

Shares:3.2K

Value:$868.6K

% of Portfolio:0.2% ($868.6K/$454.4M)

Walt Disney Co

DIS|254687106

Shares:8.6K

Value:$852.6K

% of Portfolio:0.2% ($852.6K/$454.4M)

46432F842

IEFA|46432F842

Shares:11.2K

Value:$844.5K

% of Portfolio:0.2% ($844.5K/$454.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	11.1K	QoQ -18.37% (-2.5K) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$454.4M)	QoQ -31.51% (-$714.2K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	9.0K	QoQ -28.33% (-3.6K) YoY-	All Managers (Combined)	$1.5M	0.3% ($1.5M/$454.4M)	QoQ -39.76% (-$987.1K) YoY-
(BSVcusip921937827)	18.5K	QoQ -26.11% (-6.5K) YoY-	All Managers (Combined)	$1.4M	0.3% ($1.4M/$454.4M)	QoQ -25.14% (-$485.5K) YoY-
(VNQcusip922908553)	15.7K	QoQ -44.02% (-12.3K) YoY-	All Managers (Combined)	$1.4M	0.3% ($1.4M/$454.4M)	QoQ -43.11% (-$1.1M) YoY-
(VXUScusip921909768)	19.8K	QoQ -18.11% (-4.4K) YoY-	All Managers (Combined)	$1.2M	0.3% ($1.2M/$454.4M)	QoQ -13.70% (-$195.6K) YoY-
CARMAX INC(KMXcusip143130102)	15.3K	QoQ -29.60% (-6.4K) YoY-	All Managers (Combined)	$1.2M	0.3% ($1.2M/$454.4M)	QoQ -32.91% (-$583.3K) YoY-
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	54.7K	QoQ -5.41% (-3.1K) YoY-	All Managers (Combined)	$1.2M	0.3% ($1.2M/$454.4M)	QoQ +9.91% (-$105.4K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	2.6K	QoQ -23.37% (-789) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$454.4M)	QoQ -9.68% (-$120.6K) YoY-
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	4.7K	QoQ -30.58% (-2.1K) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$454.4M)	QoQ -15.25% (-$194.1K) YoY-
(cusip03073E105)✕	3.8K	QoQ -24.85% (-1.3K) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$454.4M)	QoQ -7.00% (-$79.4K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	6.1K	QoQ +57.07% (+2.2K) YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$454.4M)	QoQ +80.13% (+$447.9K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	16.6K	QoQ -4.76% (-832) YoY-	All Managers (Combined)	$998.0K	0.2% ($998.0K/$454.4M)	QoQ +9.31% (-$85.0K) YoY-
(cusip464288323)✕	18.7K	QoQ +30.64% (+4.4K) YoY-	All Managers (Combined)	$985.6K	0.2% ($985.6K/$454.4M)	QoQ +29.24% (+$223.0K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	3.6K	QoQ +17.52% (-537) YoY-	All Managers (Combined)	$933.5K	0.2% ($933.5K/$454.4M)	QoQ -24.58% (-$304.4K) YoY-
(cusip25434V500)✕	15.6K	QoQ NEW(+15.6K) YoY-	All Managers (Combined)	$931.2K	0.2% ($931.2K/$454.4M)	QoQ NEW(+$931.2K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	5.9K	QoQ -12.10% (-814) YoY-	All Managers (Combined)	$907.7K	0.2% ($907.7K/$454.4M)	QoQ -12.11% (-$125.1K) YoY-
IQVIA HOLDINGS INC.(IQVcusip46266C105)	5.0K	QoQ -30.47% (-2.2K) YoY-	All Managers (Combined)	$886.2K	0.2% ($886.2K/$454.4M)	QoQ -37.63% (-$534.7K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	3.2K	QoQ -18.27% (-724) YoY-	All Managers (Combined)	$868.6K	0.2% ($868.6K/$454.4M)	QoQ -34.40% (-$455.7K) YoY-
Walt Disney Co(DIScusip254687106)	8.6K	QoQ -29.08% (-3.5K) YoY-	All Managers (Combined)	$852.6K	0.2% ($852.6K/$454.4M)	QoQ -37.13% (-$503.6K) YoY-
(IEFAcusip46432F842)	11.2K	QoQ -19.64% (-2.7K) YoY-	All Managers (Combined)	$844.5K	0.2% ($844.5K/$454.4M)	QoQ -13.50% (-$131.9K) YoY-