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

About Prasad Wealth Partners, LLC

Investment Activity

Prasad Wealth Partners, LLC has $367.40 million in total holdings as of September 30, 2025.
Prasad Wealth Partners, LLC owns shares of 146 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 4.83% of the portfolio was purchased this quarter.
About 3.94% of the portfolio was sold this quarter.
This quarter, Prasad Wealth Partners, LLC has purchased 145 new stocks and bought additional shares in 75 stocks.
Prasad Wealth Partners, LLC sold shares of 45 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Fidelity NASDAQ Composite Index ETF: $21,560,043
Innovator Laddered Allocation Power Buffer ETF: $19,677,226
iShares Currency Hedged MSCI EAFE ETF: $18,756,735
Invesco S&P 500 Equal Weight ETF: $17,613,220
Invesco S&P 500 Equal Weight Technology ETF: $15,010,683

Largest New Holdings this Quarter

64110L106 - Netflix: $1,445,915 Holding
G87052109 - TE CONNECTIVITY PLC: $1,012,661 Holding
052769106 - Autodesk: $1,003,086 Holding
345370860 - Ford Motor: $600,184 Holding
33740U612 - FIRST TR EXCHNG TRADED FD VI: $297,972 Holding

Largest Purchases this Quarter

Netflix: 15,038 shares (about $1.45M)
TE CONNECTIVITY PLC: 4,845 shares (about $1.01M)
Autodesk: 4,190 shares (about $1.00M)
Vanguard Total Stock Market ETF: 3,083 shares (about $989.16K)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 11,616 shares (about $618.20K)

Largest Sales this Quarter

INNOVATOR ETFS TRUST: 29,874 shares (about $765.52K)
Amazon.com: 1,812 shares (about $377.39K)
Apple: 1,042 shares (about $264.45K)
Alphabet: 837 shares (about $240.69K)
iShares MSCI Emerging Markets ex China ETF: 2,706 shares (about $212.85K)

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	$21,560,043	$486,535 ▲	2.3%	253,916	5.9%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$19,677,226	$281,192 ▲	1.4%	398,244	5.4%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$18,756,735	$232,320 ▲	1.3%	441,387	5.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$17,613,220	$555,415 ▲	3.3%	91,774	4.8%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$15,010,683	$268,437 ▲	1.8%	331,655	4.1%	ETF
FIDELITY COVINGTON TRUST	$13,408,953	$366,379 ▲	2.8%	261,460	3.6%	FUNDAMENTAL LARG
STIP iShares 0-5 Year TIPS Bond ETF	$12,135,973	$194,035 ▲	1.6%	117,335	3.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$10,440,222	$212,854 ▼	-2.0%	132,726	2.8%	Manufacturing
ALPS ETF TR	$10,285,840	$318,151 ▲	3.2%	399,373	2.8%	SMITH CORE PLUS
UCON First Trust TCW Unconstrained Plus Bond ETF	$9,881,556	$455,818 ▲	4.8%	398,932	2.7%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$9,717,857	$172,625 ▲	1.8%	68,229	2.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$9,636,347	$109,807 ▲	1.2%	191,311	2.6%	ETF
INNOVATOR ETFS TRUST	$9,312,674	$230,029 ▲	2.5%	318,818	2.5%	NASDAQ-100 10 BU
NOBL ProShares S&P 500 Aristocrats ETF	$9,110,327	$322,272 ▲	3.7%	85,938	2.5%	ETF
FSMD Fidelity Small-Mid Multifactor ETF	$8,821,846	$317,244 ▲	3.7%	197,268	2.4%	ETF
FPE First Trust Preferred Securities and Income ETF	$8,294,523	$319,642 ▲	4.0%	467,297	2.3%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$8,060,380	$618,203 ▲	8.3%	151,454	2.2%	Manufacturing
IYF iShares U.S. Financials ETF	$8,028,296	$331,566 ▲	4.3%	68,233	2.2%	ETF
VOO Vanguard S&P 500 ETF	$7,962,479	$441,596 ▲	5.9%	13,325	2.2%	ETF
AMZN Amazon.com	$7,720,780	$377,385 ▼	-4.7%	37,071	2.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$7,677,365	$36,581 ▼	-0.5%	11,753	2.1%	ETF
GOOGL Alphabet	$7,595,085	$240,689 ▼	-3.1%	26,412	2.1%	Computer and Technology
VHT Vanguard Health Care ETF	$6,892,111	$389,159 ▲	6.0%	25,308	1.9%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$6,521,964	$565,202 ▲	9.5%	144,355	1.8%	ETF
JANUS DETROIT STR TR	$5,671,858	$175,167 ▲	3.2%	110,026	1.5%	HENDERSON SECURI
MSFT Microsoft	$5,486,099	$272,824 ▲	5.2%	14,820	1.5%	Computer and Technology
NVDA NVIDIA	$4,572,729	$91,734 ▼	-2.0%	26,220	1.2%	Computer and Technology
PYLD PIMCO Multi Sector Bond Active ETF	$4,355,012	$274,419 ▲	6.7%	166,222	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$4,255,424	$297,223 ▲	7.5%	6,543	1.2%	Finance
SHOPIFY INC	$2,994,144	$93,712 ▲	3.2%	25,241	0.8%	CL A SUB VTG SHS
BRK.B Berkshire Hathaway	$2,927,246	$416,877 ▲	16.6%	6,109	0.8%	Finance
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$2,918,421	$367,434 ▲	14.4%	82,628	0.8%	ETF
PEP PepsiCo	$2,511,862	$27,021 ▼	-1.1%	16,175	0.7%	Consumer Staples
AAPL Apple	$2,447,318	$264,451 ▼	-9.8%	9,643	0.7%	Computer and Technology
TSLA Tesla	$2,094,094	$56,878 ▼	-2.6%	5,633	0.6%	Auto/Tires/Trucks
PH Parker-Hannifin	$1,853,620	$9,845 ▼	-0.5%	2,071	0.5%	Industrials
PALANTIR TECHNOLOGIES INC	$1,563,957	$21,356 ▲	1.4%	10,692	0.4%	CL A
C Citigroup	$1,557,905	$19,053 ▼	-1.2%	13,737	0.4%	Financial Services
V Visa	$1,518,954	$63,768 ▼	-4.0%	5,026	0.4%	Business Services
VTI Vanguard Total Stock Market ETF	$1,510,523	$989,155 ▲	189.7%	4,708	0.4%	ETF
BALT Innovator Defined Wealth Shield ETF	$1,476,543	$173,449 ▲	13.3%	44,122	0.4%	ETF
NU NU	$1,450,695	$40,164 ▼	-2.7%	100,953	0.4%	Finance
NFLX Netflix	$1,445,915	$1,445,915 ▲	New Holding	15,038	0.4%	Consumer Discretionary
ETN Eaton	$1,371,971	$80,115 ▼	-5.5%	3,836	0.4%	Industrials
ONON ON	$1,308,239	$14,356 ▲	1.1%	38,455	0.4%	Retail/Wholesale
TDIV First Trust NASDAQ Technology Dividend Index Fund	$1,281,881	$8,523 ▼	-0.7%	13,687	0.3%	Manufacturing
GOOG Alphabet	$1,217,694	$17,498 ▼	-1.4%	4,245	0.3%	Computer and Technology
INNOVATOR ETFS TRUST	$1,185,438	$765,521 ▼	-39.2%	46,261	0.3%	EQUITY DEFINED P
COST Costco Wholesale	$1,181,451	$32,873 ▼	-2.7%	1,186	0.3%	Retail/Wholesale
MELI MercadoLibre	$1,141,170	$599,979 ▲	110.9%	660	0.3%	Retail/Wholesale
META Meta Platforms	$1,128,300		0.0%	1,972	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,126,881	$27,944 ▲	2.5%	3,831	0.3%	Finance
ARM HOLDINGS PLC	$1,058,878	$7,111 ▼	-0.7%	6,999	0.3%	SPONSORED ADS
MU Micron Technology	$1,041,640	$1,351 ▼	-0.1%	3,083	0.3%	Computer and Technology
TE CONNECTIVITY PLC	$1,012,661	$1,012,661 ▲	New Holding	4,845	0.3%	ORD SHS
ADSK Autodesk	$1,003,086	$1,003,086 ▲	New Holding	4,190	0.3%	Computer and Technology
LLY Eli Lilly and Company	$951,960	$1,840 ▲	0.2%	1,035	0.3%	Medical
IBM International Business Machines	$930,860	$57,209 ▲	6.5%	3,840	0.3%	Computer and Technology
FTSM First Trust Enhanced Short Maturity ETF	$830,641	$42,563 ▲	5.4%	13,895	0.2%	Manufacturing
SLV iShares Silver Trust	$781,675	$183,972 ▲	30.8%	11,472	0.2%	ETF
LAM RESEARCH CORP	$778,010	$1,068 ▲	0.1%	3,641	0.2%	COM NEW
FITB Fifth Third Bancorp	$766,261	$41,674 ▼	-5.2%	16,493	0.2%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$764,361	$21,887 ▲	2.9%	8,242	0.2%	ETF
XOM ExxonMobil	$756,529	$8,314 ▲	1.1%	4,459	0.2%	Energy
GS The Goldman Sachs Group	$744,036	$61,791 ▲	9.1%	879	0.2%	Finance
SPROTT FDS TR	$739,158		0.0%	12,490	0.2%	SILVER MINERS
SPGP Invesco S&P 500 GARP ETF	$649,762	$38,202 ▼	-5.6%	6,038	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$646,660	$1,553 ▲	0.2%	9,576	0.2%	ETF
QQQ Invesco QQQ	$628,739	$23,094 ▼	-3.5%	1,089	0.2%	Finance
UNH UnitedHealth Group	$617,462	$97,138 ▲	18.7%	2,282	0.2%	Medical
F Ford Motor	$600,184	$600,184 ▲	New Holding	52,009	0.2%	Auto/Tires/Trucks
ORCL Oracle	$596,488	$6,472 ▼	-1.1%	4,055	0.2%	Computer and Technology
NFTY First Trust India NIFTY 50 Equal Weight ETF	$586,085	$7,776 ▼	-1.3%	11,381	0.2%	Manufacturing
FTNT Fortinet	$585,914	$121,350 ▲	26.1%	7,170	0.2%	Computer and Technology
IVE iShares S&P 500 Value ETF	$556,345	$8,868 ▼	-1.6%	2,635	0.2%	ETF
QMAR FT Vest Nasdaq-100 Buffer ETF - March	$548,611	$193,080 ▼	-26.0%	16,318	0.1%	ETF
IWB iShares Russell 1000 ETF	$508,893	$1,070 ▲	0.2%	1,427	0.1%	ETF
FTXL First Trust Nasdaq Semiconductor ETF	$505,995	$21,384 ▼	-4.1%	3,431	0.1%	Manufacturing
CVS CVS Health	$505,511	$2,873 ▲	0.6%	7,039	0.1%	Medical
RTX RTX	$486,838	$964 ▲	0.2%	2,524	0.1%	Aerospace
AVGO Broadcom	$483,842	$4,024 ▼	-0.8%	1,563	0.1%	Computer and Technology
HD Home Depot	$479,644	$6,908 ▼	-1.4%	1,458	0.1%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$457,608		0.0%	10,024	0.1%	ETF
AZO AutoZone	$455,619		0.0%	135	0.1%	Retail/Wholesale
BEONE MEDICINES LTD	$450,655	$297 ▲	0.1%	1,518	0.1%	SPONSORED ADS
IWY iShares Russell Top 200 Growth ETF	$442,762		0.0%	1,779	0.1%	ETF
EXEL Exelixis	$428,900		0.0%	10,000	0.1%	Medical
VIG Vanguard Dividend Appreciation ETF	$424,255	$33,115 ▲	8.5%	1,973	0.1%	ETF
PEG Public Service Enterprise Group	$414,156	$486 ▲	0.1%	5,116	0.1%	Utilities
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$398,714	$20,227 ▲	5.3%	10,112	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$386,950	$29,864 ▲	8.4%	907	0.1%	ETF
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$376,210	$32,833 ▼	-8.0%	7,723	0.1%	ETF
FIDELITY WISE ORIGIN BITCOIN	$369,175	$133,290 ▲	56.5%	6,254	0.1%	SHS
SHW Sherwin-Williams	$368,353	$4,168 ▲	1.1%	1,149	0.1%	Basic Materials
IVW iShares S&P 500 Growth ETF	$353,395	$10,520 ▼	-2.9%	3,124	0.1%	ETF
FTCS First Trust Capital Strength ETF	$351,841	$835 ▲	0.2%	3,793	0.1%	ETF
PLAINS ALL AMERN PIPELINE L	$343,832	$5,292 ▲	1.6%	15,398	0.1%	UNIT LTD PARTN
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$333,659	$615 ▲	0.2%	3,798	0.1%	Manufacturing
PG Procter & Gamble	$332,140	$127,513 ▼	-27.7%	2,300	0.1%	Consumer Staples
MPC Marathon Petroleum	$327,995	$977 ▲	0.3%	1,343	0.1%	Energy

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

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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