0001935795-23-000005.txt : 20230711 0001935795-23-000005.hdr.sgml : 20230711 20230711110036 ACCESSION NUMBER: 0001935795-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230711 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Drake & Associates, LLC CENTRAL INDEX KEY: 0001935795 IRS NUMBER: 825382832 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22597 FILM NUMBER: 231081465 BUSINESS ADDRESS: STREET 1: 2212 E. MORELAND BLVD. STREET 2: SUITE 200 CITY: WAUKESHA STATE: WI ZIP: 53186 BUSINESS PHONE: 414-409-7226 MAIL ADDRESS: STREET 1: 2212 E. MORELAND BLVD. STREET 2: SUITE 200 CITY: WAUKESHA STATE: WI ZIP: 53186 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001935795 XXXXXXXX 06-30-2023 06-30-2023 Drake & Associates, LLC

2212 E. MORELAND BLVD. SUITE 200 WAUKESHA WI 53186

13F HOLDINGS REPORT 028-22597 000154854 801-115301 N Michael Kronket 513-562-1671 Michael Kronket Covington KY 07-11-2023 0 74 223673438 false INFORMATION TABLE 2 DrakeAndAssociates_13f.xml ABBOTT LABS COM 002824100 741663 6803 SH SOLE 0 0 0 6803 ABBVIE INC COM 00287Y109 1009801 7495 SH SOLE 0 0 0 7495 ALLIANT ENERGY CORP COM 018802108 340805 6494 SH SOLE 0 0 0 6494 ALPHABET INC CAP STK CL C 02079K107 443355 3665 SH SOLE 0 0 0 3665 ALPHABET INC CAP STK CL A 02079K305 519498 4340 SH SOLE 0 0 0 4340 AMAZON COM INC COM 023135106 1089549 8358 SH SOLE 0 0 0 8358 AMERICAN CENTY ETF TR US SML CP VALU 025072877 7451742 96015 SH SOLE 0 0 0 96015 AMERICAN ELEC PWR CO INC COM 025537101 346230 4112 SH SOLE 0 0 0 4112 APPLE INC COM 037833100 2615787 13486 SH SOLE 0 0 0 13486 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 439368 11177 SH SOLE 0 0 0 11177 BECTON DICKINSON & CO COM 075887109 387039 1466 SH SOLE 0 0 0 1466 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227788 668 SH SOLE 0 0 0 668 CARNIVAL 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