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

About Prasad Wealth Partners, LLC

Investment Activity

Prasad Wealth Partners, LLC has $441.27 million in total holdings as of September 30, 2025.
Prasad Wealth Partners, LLC owns shares of 182 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 7.62% of the portfolio was purchased this quarter.
About 1.77% of the portfolio was sold this quarter.
This quarter, Prasad Wealth Partners, LLC has purchased 160 new stocks and bought additional shares in 85 stocks.
Prasad Wealth Partners, LLC sold shares of 52 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Fidelity NASDAQ Composite Index ETF: $27,322,378
Innovator Laddered Allocation Power Buffer ETF: $23,078,490
Invesco S&P 500 Equal Weight ETF: $20,403,632
FIRST TR EXCHNG TRADED FD VI: $16,693,106
FIDELITY COVINGTON TRUST: $15,606,181

Largest New Holdings this Quarter

031162100 - Amgen: $1,011,493 Holding
N07059210 - ASML: $918,645 Holding
33740U562 - FIRST TR EXCHNG TRADED FD VI: $824,991 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $729,725 Holding
91913Y100 - Valero Energy: $583,243 Holding

Largest Purchases this Quarter

NVIDIA: 20,326 shares (about $4.64M)
Broadcom: 7,545 shares (about $2.65M)
FIRST TR EXCHNG TRADED FD VI: 64,024 shares (about $1.52M)
ALPS ETF TR: 33,032 shares (about $1.27M)
Innovator Defined Wealth Shield ETF: 31,994 shares (about $1.12M)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight Technology ETF: 15,100 shares (about $994.49K)
FIRST TR EXCHNG TRADED FD VI: 22,470 shares (about $747.68K)
iShares Currency Hedged MSCI EAFE ETF: 8,424 shares (about $390.79K)
INNOVATOR ETFS TRUST: 14,200 shares (about $381.34K)
SPDR S&P 500 ETF Trust: 442 shares (about $337.10K)

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	$27,322,378	$514,065 ▲	1.9%	258,148	6.2%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$23,078,490	$954,323 ▲	4.3%	428,331	5.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$20,403,632	$154,767 ▼	-0.8%	98,085	4.6%	ETF
FIRST TR EXCHNG TRADED FD VI	$16,693,106	$1,519,290 ▲	10.0%	703,460	3.8%	FT VEST INTL ETF
FIDELITY COVINGTON TRUST	$15,606,181	$288,035 ▲	1.9%	264,243	3.5%	FUN LAR COR ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$13,485,486	$994,485 ▼	-6.9%	204,760	3.1%	ETF
BALT Innovator Defined Wealth Shield ETF	$13,279,742	$1,118,190 ▲	9.2%	379,964	3.0%	ETF
INNOVATOR ETFS TRUST	$12,757,074	$724,549 ▲	6.0%	413,252	2.9%	NASD 100 10 BUFF
STIP iShares 0-5 Year TIPS Bond ETF	$12,374,779	$877,361 ▲	7.6%	124,120	2.8%	ETF
FXH First Trust Health Care AlphaDEX Fund	$10,719,495	$230,233 ▼	-2.1%	81,991	2.4%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$10,621,573	$942,345 ▲	9.7%	447,318	2.4%	ETF
NVDA NVIDIA	$10,559,861	$4,642,064 ▲	78.4%	46,238	2.4%	Technology
ALPS ETF TR	$10,106,403	$809,452 ▲	8.7%	411,834	2.3%	SMITH CORE PLUS
NOBL ProShares S&P 500 Aristocrats ETF	$10,001,673	$70,871 ▼	-0.7%	184,874	2.3%	ETF
IYF iShares U.S. Financials ETF	$9,970,229	$189,872 ▼	-1.9%	79,343	2.3%	ETF
FSMD Fidelity Small-Mid Multifactor ETF	$9,844,864	$110,780 ▲	1.1%	200,221	2.2%	ETF
VOO Vanguard S&P 500 ETF	$9,357,574	$87,605 ▼	-0.9%	13,352	2.1%	ETF
AMZN Amazon.com	$9,184,683	$69,762 ▲	0.8%	36,864	2.1%	Consumer Discretionary
GOOGL Alphabet	$9,121,130	$188,210 ▲	2.1%	26,509	2.1%	Communication Services
IVV iShares Core S&P 500 ETF	$9,010,620	$123,297 ▼	-1.3%	11,766	2.0%	ETF
ALPS ETF TR	$8,927,372	$1,271,544 ▲	16.6%	231,914	2.0%	ELECTRIFICATION
FPE First Trust Preferred Securities and Income ETF	$8,646,283	$621,473 ▲	7.7%	507,113	2.0%	ETF
MSFT Microsoft	$8,168,079	$321,594 ▲	4.1%	15,925	1.9%	Technology
JMBS Janus Henderson Mortgage-Backed Securities ETF	$7,191,200	$756,833 ▲	11.8%	170,166	1.6%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$7,092,822	$485,224 ▲	7.3%	140,870	1.6%	ETF
CLOA iShares AAA CLO Active ETF	$6,273,146	$630,474 ▲	11.2%	120,911	1.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$5,998,142	$303,125 ▼	-4.8%	36,073	1.4%	ETF
JANUS DETROIT STR TR	$5,202,238	$266,524 ▲	5.4%	104,211	1.2%	HEND SECU IN ETF
PYLD PIMCO Multi Sector Bond Active ETF	$4,837,172	$431,477 ▲	9.8%	190,515	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$4,574,558	$337,105 ▼	-6.9%	5,998	1.0%	ETF
SHOPIFY INC	$3,731,299	$55,020 ▼	-1.5%	25,160	0.8%	CL A SUB VTG SHS
JAAA Janus Henderson AAA CLO ETF	$3,611,698	$78,027 ▲	2.2%	71,561	0.8%	ETF
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$3,315,225	$117,508 ▲	3.7%	81,817	0.8%	ETF
AAPL Apple	$3,247,714	$137,209 ▲	4.4%	9,752	0.7%	Technology
AVGO Broadcom	$3,188,471	$2,649,743 ▲	491.9%	9,079	0.7%	Technology
MU Micron Technology	$3,096,919	$68,158 ▼	-2.2%	2,908	0.7%	Technology
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$3,052,944	$328,710 ▲	12.1%	71,682	0.7%	ETF
BRK.B Berkshire Hathaway	$3,001,448	$37,344 ▼	-1.2%	6,028	0.7%	Finance
HEFA iShares Currency Hedged MSCI EAFE ETF	$2,399,279	$390,787 ▼	-14.0%	51,720	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$2,259,476	$12,719 ▼	-0.6%	12,080	0.5%	CL A
PH Parker-Hannifin	$1,941,613	$36,310 ▼	-1.8%	2,032	0.4%	Industrials
PEP PepsiCo	$1,877,100	$173,860 ▼	-8.5%	14,813	0.4%	Consumer Staples
ARM HOLDINGS PLC	$1,843,240	$60,833 ▼	-3.2%	6,363	0.4%	SPONSORED ADS
V Visa	$1,782,977	$30,902 ▼	-1.7%	4,962	0.4%	Finance
TSLA Tesla	$1,751,012	$151,506 ▲	9.5%	4,935	0.4%	Consumer Discretionary
C Citigroup	$1,728,791	$47,907 ▼	-2.7%	13,352	0.4%	Finance
META Meta Platforms	$1,682,753	$355,409 ▲	26.8%	2,320	0.4%	Communication Services
ETN Eaton	$1,615,334	$23,635 ▼	-1.4%	3,759	0.4%	Industrials
TDIV First Trust NASDAQ Technology Dividend Index Fund	$1,498,730	$13,087 ▼	-0.9%	13,284	0.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$1,344,543	$76,987 ▲	6.1%	13,570	0.3%	ETF
FTNT Fortinet	$1,332,257	$15,552 ▲	1.2%	7,453	0.3%	Technology
MELI MercadoLibre	$1,311,972	$6,914 ▼	-0.5%	759	0.3%	Consumer Discretionary
NU NU	$1,303,727	$39,714 ▲	3.1%	102,980	0.3%	Finance
NFLX Netflix	$1,295,104	$243,184 ▲	23.1%	18,613	0.3%	Communication Services
JPM JPMorgan Chase & Co.	$1,292,343	$1,323 ▼	-0.1%	3,906	0.3%	Finance
GOOG Alphabet	$1,246,990	$681 ▲	0.1%	3,660	0.3%	Communication Services
LAM RESEARCH CORP	$1,200,703	$2,957 ▲	0.2%	3,655	0.3%	COM NEW
LLY Eli Lilly and Company	$1,166,646	$46,295 ▼	-3.8%	1,008	0.3%	Healthcare
ONON ON	$1,136,580	$2,191 ▲	0.2%	38,385	0.3%	Consumer Discretionary
IBM International Business Machines	$1,092,827	$231,145 ▲	26.8%	4,969	0.2%	Technology
TE CONNECTIVITY PLC	$1,069,514	$39,893 ▲	3.9%	5,067	0.2%	ORD SHS
COST Costco Wholesale	$1,051,984	$19,110 ▼	-1.8%	1,156	0.2%	Consumer Staples
AMGN Amgen	$1,011,493	$1,011,493 ▲	New Holding	2,400	0.2%	Healthcare
ADSK Autodesk	$948,089	$26,963 ▲	2.9%	4,536	0.2%	Technology
ASML ASML	$918,645	$918,645 ▲	New Holding	507	0.2%	Technology
INNOVATOR ETFS TRUST	$860,995	$381,340 ▼	-30.7%	32,061	0.2%	EQUI DEFI 1 DECE
UNH UnitedHealth Group	$849,910	$8,811 ▲	1.0%	2,315	0.2%	Healthcare
FIRST TR EXCHNG TRADED FD VI	$824,991	$824,991 ▲	New Holding	23,302	0.2%	VEST US EQUITY M
FTSM First Trust Enhanced Short Maturity ETF	$822,699	$5,058 ▼	-0.6%	13,825	0.2%	ETF
FITB Fifth Third Bancorp	$820,222	$5,159 ▲	0.6%	16,216	0.2%	Finance
QQQ Invesco QQQ	$804,350	$1,480 ▼	-0.2%	1,087	0.2%	ETF
FTXL First Trust Nasdaq Semiconductor ETF	$792,766	$25,312 ▼	-3.1%	3,132	0.2%	ETF
GS The Goldman Sachs Group	$783,563	$10,808 ▼	-1.4%	870	0.2%	Finance
AMD Advanced Micro Devices	$782,811	$1,223 ▲	0.2%	1,280	0.2%	Technology
USMV iShares MSCI USA Min Vol Factor ETF	$775,022	$29,816 ▼	-3.7%	7,954	0.2%	ETF
EXXONMOBIL HOLDINGS CORP	$729,725	$729,725 ▲	New Holding	4,484	0.2%	COM SHS
SPROTT FDS TR	$701,732	$21,776 ▲	3.2%	12,890	0.2%	SILVER MINERS
SPGP Invesco S&P 500 GARP ETF	$689,122	$29,704 ▼	-4.1%	5,800	0.2%	ETF
INNOVATOR ETFS TRUST	$653,180		0.0%	23,555	0.1%	EQUITY DEFND 1YR
SHW Sherwin-Williams	$645,777	$278,608 ▲	75.9%	1,998	0.1%	Materials
SLV iShares Silver Trust	$639,217	$13,900 ▲	2.2%	11,727	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$630,184	$24,822 ▼	-3.8%	8,759	0.1%	ETF
F Ford Motor	$625,732	$1,942 ▼	-0.3%	51,885	0.1%	Consumer Discretionary
IVE iShares S&P 500 Value ETF	$606,266	$2,511 ▲	0.4%	2,656	0.1%	ETF
CVS CVS Health	$604,131	$9,855 ▼	-1.6%	7,050	0.1%	Healthcare
VTI Vanguard Total Stock Market ETF	$600,565	$16,090 ▲	2.8%	1,605	0.1%	ETF
IWB iShares Russell 1000 ETF	$596,580	$1,664 ▲	0.3%	1,434	0.1%	ETF
HD Home Depot	$588,391	$174,696 ▲	42.2%	2,068	0.1%	Consumer Discretionary
VLO Valero Energy	$583,243	$583,243 ▲	New Holding	1,505	0.1%	Energy
SPACE EXPLORATION TECHN CORP	$581,264	$218,295 ▲	60.1%	3,853	0.1%	CLASS A COM STK
BEONE MEDICINES LTD	$555,318		0.0%	1,518	0.1%	SPONSORED ADS
TSM Taiwan Semiconductor Manufacturing	$550,588	$116,321 ▲	26.8%	1,207	0.1%	Technology
QMAR FT Vest Nasdaq-100 Buffer ETF - March	$549,280	$82,355 ▼	-13.0%	14,293	0.1%	ETF
ORCL Oracle	$548,128	$5,630 ▼	-1.0%	3,992	0.1%	Technology
MPC Marathon Petroleum	$532,513	$791 ▲	0.1%	1,347	0.1%	Energy
ABBV AbbVie	$531,559	$181,546 ▲	51.9%	2,032	0.1%	Healthcare
IWY iShares Russell Top 200 Growth ETF	$525,223	$295 ▲	0.1%	1,781	0.1%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$510,543		0.0%	10,168	0.1%	ETF
FIRST TR EXCHANGE-TRADED FD	$508,218	$508,218 ▲	New Holding	24,695	0.1%	VEST LAD AUT ETF
IWF iShares Russell 1000 Growth ETF	$455,484	$376 ▲	0.1%	3,636	0.1%	ETF

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