Portfolio (Quarterly)
Guide ↗
Drucker Wealth 3.0, LLC
· CIK 0002031642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JHG | JANUS HENDERSON GROUP PLC | Financial Services | 18,498 | $880K | 0.15% | SOLD |
| 2 | GIS | GENERAL MLS INC | Consumer Defensive | 13,876 | $645K | 0.11% | SOLD |
| 3 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 40,340 | $618K | 0.11% | SOLD |
| 4 | APAM | ARTISAN PARTNERS ASSET MGMT | Financial Services | 14,146 | $576K | 0.10% | SOLD |
| 5 | NEU | NEWMARKET CORP | Basic Materials | 633 | $435K | 0.08% | SOLD |
| 6 | FIS | FIDELITY NATL INFORMATION SV | Technology | 6,290 | $418K | 0.07% | SOLD |
| 7 | NOW | SERVICENOW INC | Technology | 2,011 | $308K | 0.05% | SOLD |
| 8 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 7,480 | $258K | 0.04% | SOLD |
| 9 | — | BUNGE GLOBAL SA | — | 2,636 | $235K | 0.04% | SOLD |
| 10 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 654 | $205K | 0.04% | SOLD |
| 11 | INGR | INGREDION INC | Consumer Defensive | 1,843 | $203K | 0.04% | SOLD |
Sector Allocation
Technology
25.2%
Financial Services
20.7%
Energy
8.8%
Healthcare
8.2%
Consumer Cyclical
7.9%
Communication Services
7.4%
Consumer Defensive
6.9%
Industrials
6.8%
Utilities
3.6%
Real Estate
2.7%