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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78464A508

SPYV|78464A508

Shares:8.8K

Value:$449.9K

% of Portfolio:0.1% ($449.9K/$454.4M)

RTX Corp

RTX|75513E101

Shares:3.4K

Value:$447.9K

% of Portfolio:0.1% ($447.9K/$454.4M)

464287473

IWS|464287473

Shares:3.5K

Value:$442.4K

% of Portfolio:0.1% ($442.4K/$454.4M)

PEPSICO INC

PEP|713448108

Shares:2.9K

Value:$434.8K

% of Portfolio:0.1% ($434.8K/$454.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:453

Value:$428.4K

% of Portfolio:0.1% ($428.4K/$454.4M)

CHEVRON CORP

CVX|166764100

Shares:2.5K

Value:$413.7K

% of Portfolio:0.1% ($413.7K/$454.4M)

78464A854

SPLG|78464A854

Shares:5.8K

Value:$382.3K

% of Portfolio:0.1% ($382.3K/$454.4M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.6K

Value:$367.2K

% of Portfolio:0.1% ($367.2K/$454.4M)

ECOLAB INC.

ECL|278865100

Shares:1.4K

Value:$366.3K

% of Portfolio:0.1% ($366.3K/$454.4M)

464287614

IWF|464287614

Shares:1.0K

Value:$361.4K

% of Portfolio:0.1% ($361.4K/$454.4M)

464287200

IVV|464287200

Shares:632

Value:$355.1K

% of Portfolio:0.1% ($355.1K/$454.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.7K

Value:$349.6K

% of Portfolio:0.1% ($349.6K/$454.4M)

AT&T INC.

T|00206R102

Shares:12.1K

Value:$343.3K

% of Portfolio:0.1% ($343.3K/$454.4M)

46137V357

RSP|46137V357

Shares:2.0K

Value:$341.1K

% of Portfolio:0.1% ($341.1K/$454.4M)

46434V621

DGRO|46434V621

Shares:5.5K

Value:$338.5K

% of Portfolio:0.1% ($338.5K/$454.4M)

922908652

VXF|922908652

Shares:1.9K

Value:$327.6K

% of Portfolio:0.1% ($327.6K/$454.4M)

808524839

Shares:13.8K

Value:$320.3K

% of Portfolio:0.1% ($320.3K/$454.4M)

315948109

Shares:4.4K

Value:$317.5K

% of Portfolio:0.1% ($317.5K/$454.4M)

25434V625

Shares:5.0K

Value:$304.3K

% of Portfolio:0.1% ($304.3K/$454.4M)

Accenture plc

ACN|G1151C101

Shares:968

Value:$301.9K

% of Portfolio:0.1% ($301.9K/$454.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYVcusip78464A508)	8.8K	QoQ +53.96% (+3.1K) YoY-	All Managers (Combined)	$449.9K	0.1% ($449.9K/$454.4M)	QoQ +53.75% (+$157.3K) YoY-
RTX Corp(RTXcusip75513E101)	3.4K	QoQ -2.53% (-88) YoY-	All Managers (Combined)	$447.9K	0.1% ($447.9K/$454.4M)	QoQ +11.58% (-$46.5K) YoY-
(IWScusip464287473)	3.5K	QoQ -0.25% (-9) YoY-	All Managers (Combined)	$442.4K	0.1% ($442.4K/$454.4M)	QoQ -2.85% (-$13.0K) YoY-
PEPSICO INC(PEPcusip713448108)	2.9K	QoQ +2.58% (+73) YoY-	All Managers (Combined)	$434.8K	0.1% ($434.8K/$454.4M)	QoQ +1.14% (+$4.9K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	453	QoQ +29.42% (+103) YoY-	All Managers (Combined)	$428.4K	0.1% ($428.4K/$454.4M)	QoQ +33.67% (+$107.9K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$413.7K	0.1% ($413.7K/$454.4M)	QoQ NEW(+$413.7K) YoY-
(SPLGcusip78464A854)	5.8K	QoQ -27.23% (-2.2K) YoY-	All Managers (Combined)	$382.3K	0.1% ($382.3K/$454.4M)	QoQ -30.59% (-$168.5K) YoY-
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.6K	QoQ -27.15% (-591) YoY-	All Managers (Combined)	$367.2K	0.1% ($367.2K/$454.4M)	QoQ -19.72% (-$90.2K) YoY-
ECOLAB INC.(ECLcusip278865100)	1.4K	QoQ -25.47% (-494) YoY-	All Managers (Combined)	$366.3K	0.1% ($366.3K/$454.4M)	QoQ -19.37% (-$88.0K) YoY-
(IWFcusip464287614)	1.0K	QoQ -6.18% (-66) YoY-	All Managers (Combined)	$361.4K	0.1% ($361.4K/$454.4M)	QoQ -15.65% (-$67.1K) YoY-
(IVVcusip464287200)	632	QoQ -13.42% (-98) YoY-	All Managers (Combined)	$355.1K	0.1% ($355.1K/$454.4M)	QoQ -17.36% (-$74.6K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$349.6K	0.1% ($349.6K/$454.4M)	QoQ NEW(+$349.6K) YoY-
AT&T INC.(Tcusip00206R102)	12.1K	QoQ NEW(+12.1K) YoY-	All Managers (Combined)	$343.3K	0.1% ($343.3K/$454.4M)	QoQ NEW(+$343.3K) YoY-
(RSPcusip46137V357)	2.0K	QoQ -14.35% (-330) YoY-	All Managers (Combined)	$341.1K	0.1% ($341.1K/$454.4M)	QoQ -15.33% (-$61.8K) YoY-
(DGROcusip46434V621)	5.5K	QoQ -0.58% (-32) YoY-	All Managers (Combined)	$338.5K	0.1% ($338.5K/$454.4M)	QoQ +0.12% (-$424) YoY-
(VXFcusip922908652)	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$327.6K	0.1% ($327.6K/$454.4M)	QoQ NEW(+$327.6K) YoY-
(cusip808524839)✕	13.8K	QoQ +52.33% (+4.8K) YoY-	All Managers (Combined)	$320.3K	0.1% ($320.3K/$454.4M)	QoQ +55.42% (+$114.2K) YoY-
(cusip315948109)✕	4.4K	QoQ -10.90% (-540) YoY-	All Managers (Combined)	$317.5K	0.1% ($317.5K/$454.4M)	QoQ -21.40% (-$86.4K) YoY-
(cusip25434V625)✕	5.0K	QoQ +22.12% (+899) YoY-	All Managers (Combined)	$304.3K	0.1% ($304.3K/$454.4M)	QoQ +16.73% (+$43.6K) YoY-
Accenture plc(ACNcusipG1151C101)	968	QoQ NEW(+968) YoY-	All Managers (Combined)	$301.9K	0.1% ($301.9K/$454.4M)	QoQ NEW(+$301.9K) YoY-