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Prasad Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Prasad Wealth Partners, LLC

Investment Activity

  • Prasad Wealth Partners, LLC has $309.08 million in total holdings as of December 31, 2024.
  • Prasad Wealth Partners, LLC owns shares of 113 different stocks, but just 26 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofPrasad Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$27,004,191355,0388.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$23,566,460183,2257.6%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$17,455,378344,2205.6%ETF
BUFF
Innovator Laddered Fund of U.S. Equity Power Buffer ETFs
$16,790,951373,8805.4%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$12,877,560370,5774.2%ETF
ALPS ETF TR
$12,449,721487,8424.0%SMITH CORE PLUS
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$10,778,112288,0313.5%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$10,481,735425,2233.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,814,07916,6713.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,754,17539,9022.8%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,339,29315,4772.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,629,49456,8142.5%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$7,360,011415,8202.4%ETF
First Trust India NIFTY 50 Equal Weight ETF stock logo
NFTY
First Trust India NIFTY 50 Equal Weight ETF
$7,322,355130,7802.4%Manufacturing
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock logo
OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
$7,312,935167,2682.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,308,28841,7072.4%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$7,288,068145,1522.4%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$7,250,184178,2692.3%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$6,903,121300,3972.2%ETF
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$6,828,04159,5142.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$5,708,12213,5421.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,652,19424,5761.5%Computer and Technology
PALANTIR TECHNOLOGIES INC
$4,524,64059,8261.5%CL A
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$4,262,53982,7521.4%Manufacturing
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$4,109,51498,4791.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,638,6906,2091.2%Finance
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$2,937,989113,3481.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,753,7856,8190.9%Auto/Tires/Trucks
Shopify Inc. stock logo
SHOP
Shopify
$2,747,88625,8430.9%Computer and Technology
On Holding AG stock logo
ONON
ON
$2,297,87541,9550.7%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$2,287,0239,1330.7%Computer and Technology
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$2,194,96220,9280.7%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$1,885,48659,9900.6%ETF
INNOVATOR ETFS TRUST
$1,818,10476,1350.6%EQUITY DEFINED P
Visa Inc. stock logo
V
Visa
$1,696,2235,3670.5%Business Services
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$1,588,87415,3100.5%Business Services
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,228,6121,9320.4%Industrial Products
First Trust Small Cap Value AlphaDEX Fund stock logo
FYT
First Trust Small Cap Value AlphaDEX Fund
$1,225,06622,2700.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,192,2032,6300.4%Finance
Citigroup Inc. stock logo
C
Citigroup
$1,094,59315,5500.4%Finance
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$1,030,53813,1350.3%Manufacturing
ARM HOLDINGS PLC
$999,0938,0990.3%SPONSORED ADS
Eaton Co. plc stock logo
ETN
Eaton
$978,5312,9490.3%Industrial Products
Meta Platforms, Inc. stock logo
META
Meta Platforms
$966,6651,6510.3%Computer and Technology
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$900,96828,6750.3%ETF
FT Vest Nasdaq-100 Buffer ETF - March stock logo
QMAR
FT Vest Nasdaq-100 Buffer ETF - March
$900,86530,2710.3%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$890,9074,3370.3%Business Services
Fortinet, Inc. stock logo
FTNT
Fortinet
$835,3928,8420.3%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$831,8199,3680.3%ETF
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$817,97013,5650.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$805,0764,2270.3%Computer and Technology
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$721,01617,0530.2%Finance
Oracle Co. stock logo
ORCL
Oracle
$681,6294,0900.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$650,5461,2730.2%Finance
The Wendy's Company stock logo
WEN
Wendy's
$645,03239,5730.2%Retail/Wholesale
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$640,1811,8710.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$586,3241,5070.2%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$571,5559,1730.2%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$558,1106,8960.2%Manufacturing
Exelixis, Inc. stock logo
EXEL
Exelixis
$532,80016,0000.2%Medical
BLOCK INC
$503,9065,9290.2%CL A
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$502,3412,6320.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$502,0972,1340.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$491,3805360.2%Retail/Wholesale
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$489,8751,5210.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$482,4626250.2%Medical
AutoZone, Inc. stock logo
AZO
AutoZone
$431,8441350.1%Retail/Wholesale
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$408,5994,6530.1%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$368,7201,0850.1%Basic Materials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$364,3353,1620.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$360,7611,5050.1%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$355,9473,0890.1%Computer and Technology
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$352,5823,3860.1%ETF
Nu Holdings Ltd. stock logo
NU
NU
$345,77533,3760.1%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$344,0826010.1%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$343,6331,0280.1%Computer and Technology
LAM RESEARCH CORP
$339,6414,7020.1%COM NEW
Waste Management, Inc. stock logo
WM
Waste Management
$336,3091,6670.1%Business Services
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$334,6808330.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$330,5939,6860.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$325,1253,2020.1%ETF
RTX Co. stock logo
RTX
RTX
$311,6162,6930.1%Aerospace
First Trust Nasdaq Semiconductor ETF stock logo
FTXL
First Trust Nasdaq Semiconductor ETF
$310,9903,5640.1%Manufacturing
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$310,0682,5670.1%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$305,8946,8140.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$305,5961,3180.1%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$301,2895720.1%Business Services
iShares International Dividend Growth ETF stock logo
IGRO
iShares International Dividend Growth ETF
$286,7864,2200.1%ETF
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$279,96316,3910.1%Oils/Energy
VanEck Oil Services ETF stock logo
OIH
VanEck Oil Services ETF
$278,5971,0270.1%ETF
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$277,2423,7450.1%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$277,0981,6370.1%ETF
RPM International Inc. stock logo
RPM
RPM International
$272,5932,2150.1%Construction
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$256,0262,3450.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$252,6121,2900.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$250,4622,8680.1%ETF
FIRST TR EXCHNG TRADED FD VI
$243,5847,7500.1%VEST US MAX BUFF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$238,4191,3390.1%ETF
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$236,9134,0850.1%ETF
Intel Co. stock logo
INTC
Intel
$234,01611,6720.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data