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

About Prasad Wealth Partners, LLC

Investment Activity

Prasad Wealth Partners, LLC has $341.52 million in total holdings as of June 30, 2025.
Prasad Wealth Partners, LLC owns shares of 123 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 22.17% of the portfolio was purchased this quarter.
About 19.47% of the portfolio was sold this quarter.
This quarter, Prasad Wealth Partners, LLC has purchased 115 new stocks and bought additional shares in 48 stocks.
Prasad Wealth Partners, LLC sold shares of 49 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Fidelity NASDAQ Composite Index ETF: $23,741,140
iShares Currency Hedged MSCI EAFE ETF: $17,576,241
Innovator Laddered Allocation Power Buffer ETF: $17,469,421
Invesco S&P 500 Equal Weight ETF: $15,805,869
Invesco S&P 500 Equal Weight Technology ETF: $15,710,610

Largest New Holdings this Quarter

316092360 - Fidelity Fundamental Large Cap Core ETF: $13,262,108 Holding
46429B747 - iShares 0-5 Year TIPS Bond ETF: $10,510,344 Holding
46434G764 - iShares MSCI Emerging Markets ex China ETF: $9,860,779 Holding
464287788 - iShares U.S. Financials ETF: $8,229,371 Holding
47103U746 - JANUS DETROIT STR TR: $7,373,050 Holding

Largest Purchases this Quarter

Fidelity Fundamental Large Cap Core ETF: 271,431 shares (about $13.26M)
iShares 0-5 Year TIPS Bond ETF: 102,131 shares (about $10.51M)
iShares MSCI Emerging Markets ex China ETF: 156,173 shares (about $9.86M)
iShares U.S. Financials ETF: 68,017 shares (about $8.23M)
Invesco S&P 500 Equal Weight ETF: 41,646 shares (about $7.57M)

Largest Sales this Quarter

iShares Core S&P Total U.S. Stock Market ETF: 95,746 shares (about $12.93M)
Janus Henderson AAA CLO ETF: 200,567 shares (about $10.18M)
First Trust India NIFTY 50 Equal Weight ETF: 128,274 shares (about $7.69M)
Fidelity NASDAQ Composite Index ETF: 74,972 shares (about $6.01M)
ALPS ETF TR: 142,230 shares (about $3.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ONEQ Fidelity NASDAQ Composite Index ETF	$23,741,140	$6,005,252 ▼	-20.2%	296,394	7.0%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$17,576,241	$2,098,391 ▲	13.6%	463,020	5.1%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$17,469,421	$1,032,166 ▼	-5.6%	371,690	5.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$15,805,869	$7,568,716 ▲	91.9%	86,970	4.6%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$15,710,610	$2,820,711 ▲	21.9%	385,253	4.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,385,775	$12,929,477 ▼	-49.1%	99,125	3.9%	ETF
FMIL Fidelity Fundamental Large Cap Core ETF	$13,262,108	$13,262,108 ▲	New Holding	271,431	3.9%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$10,510,344	$10,510,344 ▲	New Holding	102,131	3.1%	ETF
ALPS ETF TR	$10,301,044	$3,676,645 ▼	-26.3%	398,493	3.0%	SMITH CORE PLUS
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF	$10,039,709	$1,359,083 ▲	15.7%	232,347	2.9%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$9,860,779	$9,860,779 ▲	New Holding	156,173	2.9%	Manufacturing
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$9,532,258	$850,803 ▲	9.8%	194,140	2.8%	ETF
JAAA Janus Henderson AAA CLO ETF	$9,179,044	$10,178,767 ▼	-52.6%	180,868	2.7%	ETF
EMLP First Trust North American Energy Infrastructure Fund	$8,718,925	$2,315,077 ▲	36.2%	232,443	2.6%	ETF
AMZN Amazon.com	$8,656,107	$8,117 ▲	0.1%	39,455	2.5%	Retail/Wholesale
IYF iShares U.S. Financials ETF	$8,229,371	$8,229,371 ▲	New Holding	68,017	2.4%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$8,226,224	$2,893,613 ▼	-26.0%	330,503	2.4%	ETF
IVV iShares Core S&P 500 ETF	$8,168,055	$1,733,577 ▼	-17.5%	13,155	2.4%	ETF
VOO Vanguard S&P 500 ETF	$7,780,586	$1,836,507 ▼	-19.1%	13,697	2.3%	ETF
JANUS DETROIT STR TR	$7,373,050	$7,373,050 ▲	New Holding	140,119	2.2%	HENDERSON SECURI
MSFT Microsoft	$7,340,151	$289,985 ▲	4.1%	14,757	2.1%	Computer and Technology
FPE First Trust Preferred Securities and Income ETF	$7,038,618	$876,917 ▼	-11.1%	395,428	2.1%	ETF
XLRE Real Estate Select Sector SPDR Fund	$6,325,172	$1,860,050 ▼	-22.7%	152,708	1.9%	ETF
GOOGL Alphabet	$5,204,410	$912,516 ▲	21.3%	29,532	1.5%	Computer and Technology
NVDA NVIDIA	$4,947,724	$87,684 ▼	-1.7%	31,317	1.4%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$4,519,677	$120,222 ▼	-2.6%	84,813	1.3%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$3,623,229	$15,447 ▼	-0.4%	5,864	1.1%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$3,394,862	$13,482 ▼	-0.4%	127,915	1.0%	ETF
SHOP Shopify	$2,940,041	$5,768 ▼	-0.2%	25,488	0.9%	Computer and Technology
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$2,345,514	$29,249 ▲	1.3%	70,648	0.7%	ETF
PEP PepsiCo	$2,261,444	$2,261,444 ▲	New Holding	17,127	0.7%	Consumer Staples
ONON ON	$2,219,308	$32,844 ▼	-1.5%	42,638	0.6%	Retail/Wholesale
TSLA Tesla	$2,043,507	$69,250 ▼	-3.3%	6,433	0.6%	Auto/Tires/Trucks
AAPL Apple	$1,988,639	$67,088 ▲	3.5%	9,693	0.6%	Computer and Technology
V Visa	$1,882,840	$30,179 ▼	-1.6%	5,303	0.6%	Business Services
INNOVATOR ETFS TRUST	$1,868,353		0.0%	76,135	0.5%	EQUITY DEFINED P
NU NU	$1,725,660	$257,881 ▲	17.6%	125,777	0.5%	Finance
PH Parker-Hannifin	$1,693,482	$303,779 ▲	21.9%	2,425	0.5%	Industrials
PALANTIR TECHNOLOGIES INC	$1,639,793	$140,137 ▼	-7.9%	12,029	0.5%	CL A
META Meta Platforms	$1,579,600	$338,802 ▲	27.3%	2,140	0.5%	Computer and Technology
ETN Eaton	$1,413,246	$301,283 ▲	27.1%	3,959	0.4%	Industrials
ARM HOLDINGS PLC	$1,382,715	$25,878 ▼	-1.8%	8,549	0.4%	SPONSORED ADS
NFTY First Trust India NIFTY 50 Equal Weight ETF	$1,356,164	$7,692,606 ▼	-85.0%	22,614	0.4%	Manufacturing
C Citigroup	$1,270,547	$2,298 ▲	0.2%	14,927	0.4%	Financial Services
TDIV First Trust NASDAQ Technology Dividend Index Fund	$1,265,441	$9,107 ▲	0.7%	14,034	0.4%	Manufacturing
BRK.B Berkshire Hathaway	$1,257,741	$42,265 ▼	-3.3%	2,589	0.4%	Finance
ORCL Oracle	$1,189,338	$55,313 ▲	4.9%	5,440	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,188,238	$694,274 ▲	140.6%	4,099	0.3%	Finance
BALT Innovator Defined Wealth Shield ETF	$1,091,843	$5,101 ▲	0.5%	34,035	0.3%	ETF
COST Costco Wholesale	$960,469	$256,455 ▲	36.4%	970	0.3%	Retail/Wholesale
MELI MercadoLibre	$901,702	$901,702 ▲	New Holding	345	0.3%	Retail/Wholesale
QMAR FT Vest Nasdaq-100 Buffer ETF - March	$897,501	$33,190 ▼	-3.6%	28,961	0.3%	ETF
GOOG Alphabet	$811,060	$30,158 ▼	-3.6%	4,572	0.2%	Computer and Technology
LLY Eli Lilly and Company	$804,671	$317,346 ▲	65.1%	1,032	0.2%	Medical
USMV iShares MSCI USA Min Vol Factor ETF	$778,921	$76,409 ▼	-8.9%	8,298	0.2%	ETF
QQQ Invesco QQQ	$745,139	$14,892 ▼	-2.0%	1,351	0.2%	Finance
FI Fiserv	$715,329	$13,793 ▼	-1.9%	4,149	0.2%	Business Services
FITB Fifth Third Bancorp	$712,551	$8,843 ▼	-1.2%	17,324	0.2%	Finance
SPGP Invesco S&P 500 GARP ETF	$709,411	$770,692 ▼	-52.1%	6,587	0.2%	ETF
CMG Chipotle Mexican Grill	$683,795	$62,495 ▼	-8.4%	12,178	0.2%	Retail/Wholesale
AZO AutoZone	$623,161	$114,988 ▲	22.6%	168	0.2%	Retail/Wholesale
GS The Goldman Sachs Group	$598,349	$175,610 ▲	41.5%	845	0.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$572,239	$1,799 ▲	0.3%	9,227	0.2%	ETF
FOUR Shift4 Payments	$562,650	$10,407 ▲	1.9%	5,677	0.2%	Business Services
HD Home Depot	$533,395	$2,566 ▲	0.5%	1,455	0.2%	Retail/Wholesale
IWY iShares Russell Top 200 Growth ETF	$526,765	$246 ▲	0.0%	2,137	0.2%	ETF
IWB iShares Russell 1000 ETF	$519,049	$1,358 ▲	0.3%	1,529	0.2%	ETF
IVE iShares S&P 500 Value ETF	$518,497	$2,150 ▲	0.4%	2,653	0.2%	ETF
WM Waste Management	$511,072	$6,863 ▼	-1.3%	2,234	0.1%	Business Services
CVS CVS Health	$480,612	$7,243 ▲	1.5%	6,967	0.1%	Medical
DELL Dell Technologies	$446,561	$45,490 ▼	-9.2%	3,642	0.1%	Computer and Technology
CRWD CrowdStrike	$442,081	$523,571 ▼	-54.2%	868	0.1%	Computer and Technology
EXEL Exelixis	$440,750	$264,450 ▼	-37.5%	10,000	0.1%	Medical
PEG Public Service Enterprise Group	$429,605	$429,605 ▲	New Holding	5,103	0.1%	Utilities
AVGO Broadcom	$429,584	$27,849 ▲	6.9%	1,558	0.1%	Computer and Technology
LAM RESEARCH CORP	$429,347	$29,590 ▼	-6.4%	4,411	0.1%	COM NEW
RTX RTX	$412,954	$1,168 ▲	0.3%	2,828	0.1%	Aerospace
EXPI Exp World	$399,956	$84,703 ▲	26.9%	43,951	0.1%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$398,777	$6,600 ▲	1.7%	9,849	0.1%	ETF
BLOCK INC	$396,372	$3,397 ▼	-0.8%	5,835	0.1%	CL A
SHW Sherwin-Williams	$373,790	$686 ▲	0.2%	1,089	0.1%	Basic Materials
FTCS First Trust Capital Strength ETF	$369,237	$54,540 ▼	-12.9%	4,062	0.1%	ETF
GOVT iShares U.S. Treasury Bond ETF	$363,604	$265,620 ▼	-42.2%	15,823	0.1%	ETF
AMD Advanced Micro Devices	$354,608	$2,554 ▲	0.7%	2,499	0.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$354,571	$425 ▲	0.1%	835	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$353,364	$330 ▲	0.1%	3,209	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$347,894	$1,202 ▲	0.3%	3,183	0.1%	ETF
FTXL First Trust Nasdaq Semiconductor ETF	$342,522	$480 ▲	0.1%	3,570	0.1%	Manufacturing
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$325,151	$58,365 ▼	-15.2%	3,883	0.1%	Manufacturing
PPA Invesco Aerospace & Defense ETF	$324,426	$656,644 ▼	-66.9%	2,290	0.1%	ETF
MA Mastercard	$321,680		0.0%	572	0.1%	Business Services
SRLN SPDR Blackstone Senior Loan ETF	$314,441	$150,982 ▼	-32.4%	7,560	0.1%	ETF
FXH First Trust Health Care AlphaDEX Fund	$304,887	$25,088 ▼	-7.6%	2,941	0.1%	ETF
CRM Salesforce	$296,692	$16,907 ▲	6.0%	1,088	0.1%	Computer and Technology
EW Edwards Lifesciences	$294,461		0.0%	3,765	0.1%	Medical
VTV Vanguard Value ETF	$290,574		0.0%	1,644	0.1%	ETF
XOM Exxon Mobil	$284,571	$284,571 ▲	New Holding	2,640	0.1%	Energy
PAA Plains All American Pipeline	$268,877	$11,578 ▼	-4.1%	14,677	0.1%	Energy
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$262,046	$7,221 ▼	-2.7%	4,173	0.1%	ETF
INNOVATOR ETFS TRUST	$259,500		0.0%	10,000	0.1%	INNOVATOR GW 100

Showing largest 100 holdings. View all holdings.

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

About Prasad Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Prasad Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrasad Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools