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

Page 6 of 8

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BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:14.1K

Value:$587.0K

% of Portfolio:0.1% ($587.0K/$454.4M)

921937819

BIV|921937819

Shares:7.4K

Value:$569.9K

% of Portfolio:0.1% ($569.9K/$454.4M)

HOME DEPOT, INC.

HD|437076102

Shares:1.6K

Value:$569.4K

% of Portfolio:0.1% ($569.4K/$454.4M)

78464A847

Shares:10.9K

Value:$560.2K

% of Portfolio:0.1% ($560.2K/$454.4M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.8K

Value:$554.5K

% of Portfolio:0.1% ($554.5K/$454.4M)

92206C771

Shares:11.8K

Value:$547.5K

% of Portfolio:0.1% ($547.5K/$454.4M)

Sanofi

SNY|80105N105

Shares:9.8K

Value:$542.7K

% of Portfolio:0.1% ($542.7K/$454.4M)

316188309

Shares:11.8K

Value:$537.8K

% of Portfolio:0.1% ($537.8K/$454.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.0K

Value:$537.4K

% of Portfolio:0.1% ($537.4K/$454.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.1K

Value:$529.9K

% of Portfolio:0.1% ($529.9K/$454.4M)

921937793

BLV|921937793

Shares:7.4K

Value:$522.4K

% of Portfolio:0.1% ($522.4K/$454.4M)

NETFLIX INC

NFLX|64110L106

Shares:559

Value:$521.2K

% of Portfolio:0.1% ($521.2K/$454.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.1K

Value:$507.9K

% of Portfolio:0.1% ($507.9K/$454.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.2K

Value:$506.1K

% of Portfolio:0.1% ($506.1K/$454.4M)

Walmart Inc.

WMT|931142103

Shares:5.7K

Value:$504.1K

% of Portfolio:0.1% ($504.1K/$454.4M)

DIAGEO PLC

DEO|25243Q205

Shares:4.6K

Value:$486.0K

% of Portfolio:0.1% ($486.0K/$454.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.3K

Value:$481.0K

% of Portfolio:0.1% ($481.0K/$454.4M)

464287226

Shares:4.7K

Value:$462.4K

% of Portfolio:0.1% ($462.4K/$454.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.5K

Value:$457.2K

% of Portfolio:0.1% ($457.2K/$454.4M)

922908611

VBR|922908611

Shares:2.4K

Value:$452.0K

% of Portfolio:0.1% ($452.0K/$454.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BANK OF AMERICA CORP /DE/(BACcusip060505104)	14.1K	QoQ -4.01% (-588) YoY-	All Managers (Combined)	$587.0K	0.1% ($587.0K/$454.4M)	QoQ -8.86% (-$57.1K) YoY-
(BIVcusip921937819)	7.4K	QoQ -31.46% (-3.4K) YoY-	All Managers (Combined)	$569.9K	0.1% ($569.9K/$454.4M)	QoQ -29.77% (-$241.7K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.6K	QoQ +114.64% (+830) YoY-	All Managers (Combined)	$569.4K	0.1% ($569.4K/$454.4M)	QoQ +102.04% (+$287.6K) YoY-
(cusip78464A847)✕	10.9K	QoQ -16.89% (-2.2K) YoY-	All Managers (Combined)	$560.2K	0.1% ($560.2K/$454.4M)	QoQ -22.22% (-$160.1K) YoY-
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.8K	QoQ +27.62% (+827) YoY-	All Managers (Combined)	$554.5K	0.1% ($554.5K/$454.4M)	QoQ +13.89% (+$67.7K) YoY-
(cusip92206C771)✕	11.8K	QoQ -42.51% (-8.7K) YoY-	All Managers (Combined)	$547.5K	0.1% ($547.5K/$454.4M)	QoQ -41.28% (-$385.0K) YoY-
Sanofi(SNYcusip80105N105)	9.8K	QoQ -15.03% (-1.7K) YoY-	All Managers (Combined)	$542.7K	0.1% ($542.7K/$454.4M)	QoQ -2.30% (-$12.8K) YoY-
(cusip316188309)✕	11.8K	QoQ -47.82% (-10.8K) YoY-	All Managers (Combined)	$537.8K	0.1% ($537.8K/$454.4M)	QoQ -46.91% (-$475.4K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	2.0K	QoQ +4.60% (-88) YoY-	All Managers (Combined)	$537.4K	0.1% ($537.4K/$454.4M)	QoQ -5.14% (-$29.1K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.1K	QoQ +6.81% (+136) YoY-	All Managers (Combined)	$529.9K	0.1% ($529.9K/$454.4M)	QoQ +20.85% (+$91.4K) YoY-
(BLVcusip921937793)	7.4K	QoQ -32.74% (-3.6K) YoY-	All Managers (Combined)	$522.4K	0.1% ($522.4K/$454.4M)	QoQ -30.79% (-$232.4K) YoY-
NETFLIX INC(NFLXcusip64110L106)	559	QoQ +18.68% (+88) YoY-	All Managers (Combined)	$521.2K	0.1% ($521.2K/$454.4M)	QoQ +24.21% (+$101.6K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.1K	QoQ +66.61% (+433) YoY-	All Managers (Combined)	$507.9K	0.1% ($507.9K/$454.4M)	QoQ +52.72% (+$175.3K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.2K	QoQ NEW(+8.2K) YoY-	All Managers (Combined)	$506.1K	0.1% ($506.1K/$454.4M)	QoQ NEW(+$506.1K) YoY-
Walmart Inc.(WMTcusip931142103)	5.7K	QoQ +10.35% (+539) YoY-	All Managers (Combined)	$504.1K	0.1% ($504.1K/$454.4M)	QoQ +7.23% (+$34.0K) YoY-
DIAGEO PLC(DEOcusip25243Q205)	4.6K	QoQ -36.53% (-2.7K) YoY-	All Managers (Combined)	$486.0K	0.1% ($486.0K/$454.4M)	QoQ -47.68% (-$443.0K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.3K	QoQ +2.62% (-58) YoY-	All Managers (Combined)	$481.0K	0.1% ($481.0K/$454.4M)	QoQ -3.79% (-$19.0K) YoY-
(cusip464287226)✕	4.7K	QoQ +467300.00% (+4.7K) YoY-	All Managers (Combined)	$462.4K	0.1% ($462.4K/$454.4M)	QoQ +570725.92% (+$462.3K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	6.5K	QoQ +3.99% (+248) YoY-	All Managers (Combined)	$457.2K	0.1% ($457.2K/$454.4M)	QoQ +2.82% (+$12.6K) YoY-
(VBRcusip922908611)	2.4K	QoQ -3.07% (-77) YoY-	All Managers (Combined)	$452.0K	0.1% ($452.0K/$454.4M)	QoQ -8.88% (-$44.1K) YoY-