Prasad Wealth Partners

Prasad Wealth Partners as of March 31, 2025

Portfolio Holdings for Prasad Wealth Partners

Prasad Wealth Partners holds 115 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 8.3 $25M 371k 68.07
Ishares Tr Core S&p Ttl Stk (ITOT) 7.8 $24M 195k 122.01
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 6.3 $19M 381k 50.71
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 5.7 $17M 394k 44.09
Ishares Tr Hdg Msci Eafe (HEFA) 4.8 $15M 408k 36.29
Alps Etf Tr Smith Core Plus (SMTH) 4.6 $14M 541k 25.89
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 3.6 $11M 447k 24.75
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 3.5 $11M 316k 34.20
Ishares Tr Core S&p500 Etf (IVV) 2.9 $9.0M 16k 561.92
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.9 $8.9M 177k 50.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $8.7M 17k 513.92
Alps Etf Tr Oshares Us Smlcp (OUSM) 2.8 $8.4M 201k 42.02
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 2.7 $8.4M 151k 55.76
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.7 $8.3M 198k 41.85
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.6 $8.1M 78k 103.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.6 $7.9M 45k 173.23
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.6 $7.8M 445k 17.59
Amazon (AMZN) 2.4 $7.5M 39k 190.26
First Tr Exchange-traded No Amer Energy (EMLP) 2.1 $6.4M 171k 37.49
Microsoft Corporation (MSFT) 1.7 $5.3M 14k 375.40
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.5 $4.6M 87k 52.52
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.8M 24k 154.64
NVIDIA Corporation (NVDA) 1.1 $3.5M 32k 108.38
Pimco Etf Tr Multisector Bd (PYLD) 1.1 $3.4M 128k 26.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.3M 5.9k 559.38
Shopify Cl A (SHOP) 0.8 $2.4M 26k 95.48
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.7 $2.1M 70k 29.86
Apple (AAPL) 0.7 $2.1M 9.4k 222.13
On Hldg Namen Akt A (ONON) 0.6 $1.9M 43k 43.92
Visa Com Cl A (V) 0.6 $1.9M 5.4k 350.43
Innovator Etfs Trust Equity Defined P (ZDEK) 0.6 $1.8M 76k 23.68
Tesla Motors (TSLA) 0.6 $1.7M 6.7k 259.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.4M 2.7k 532.61
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.4 $1.4M 14k 99.88
Monolithic Power Systems (MPWR) 0.4 $1.3M 2.2k 579.98
Parker-Hannifin Corporation (PH) 0.4 $1.2M 2.0k 607.94
Palantir Technologies Cl A (PLTR) 0.4 $1.1M 13k 84.40
Nu Hldgs Ord Shs Cl A (NU) 0.4 $1.1M 107k 10.24
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $1.1M 34k 31.38
Citigroup Com New (C) 0.3 $1.1M 15k 70.99
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.3 $1.0M 14k 73.61
Meta Platforms Cl A (META) 0.3 $969k 1.7k 576.42
Fiserv (FI) 0.3 $934k 4.2k 220.83
Arm Holdings Sponsored Ads (ARM) 0.3 $930k 8.7k 106.79
Molina Healthcare (MOH) 0.3 $917k 2.8k 329.39
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $854k 9.1k 93.66
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.3 $850k 30k 28.29
Eaton Corp SHS (ETN) 0.3 $847k 3.1k 271.86
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.3 $807k 6.9k 116.54
Alphabet Cap Stk Cl C (GOOG) 0.2 $741k 4.7k 156.23
Oracle Corporation (ORCL) 0.2 $725k 5.2k 139.82
Fifth Third Ban (FITB) 0.2 $688k 18k 39.20
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.2 $675k 14k 49.73
Costco Wholesale Corporation (COST) 0.2 $673k 711.00 946.17
Crowdstrike Hldgs Cl A (CRWD) 0.2 $669k 1.9k 352.58
Chipotle Mexican Grill (CMG) 0.2 $667k 13k 50.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $646k 1.4k 468.75
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $629k 27k 22.99
Exelixis (EXEL) 0.2 $591k 16k 36.92
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $552k 6.1k 91.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $537k 9.2k 58.35
Home Depot (HD) 0.2 $531k 1.4k 366.47
Waste Management (WM) 0.2 $524k 2.3k 231.46
AutoZone (AZO) 0.2 $522k 137.00 3809.08
Eli Lilly & Co. (LLY) 0.2 $516k 625.00 826.03
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $504k 2.6k 190.58
Ishares Tr Rus 1000 Etf (IWB) 0.2 $468k 1.5k 306.67
CVS Caremark Corporation (CVS) 0.2 $465k 6.9k 67.75
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $460k 11k 41.13
Shift4 Pmts Cl A (FOUR) 0.1 $455k 5.6k 81.71
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $451k 2.1k 210.90
JPMorgan Chase & Co. (JPM) 0.1 $418k 1.7k 245.31
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $418k 4.7k 89.63
Sherwin-Williams Company (SHW) 0.1 $380k 1.1k 349.09
Raytheon Technologies Corp (RTX) 0.1 $374k 2.8k 132.47
Dell Technologies CL C (DELL) 0.1 $366k 4.0k 91.14
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $366k 4.6k 79.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $353k 9.7k 36.41
Lam Research Corp Com New (LRCX) 0.1 $343k 4.7k 72.70
Exp World Holdings Inc equities (EXPI) 0.1 $339k 35k 9.78
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $332k 3.2k 104.56
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $330k 3.2k 103.60
Goldman Sachs (GS) 0.1 $326k 597.00 546.21
Block Cl A (XYZ) 0.1 $320k 5.9k 54.33
Mastercard Incorporated Cl A (MA) 0.1 $314k 572.00 548.42
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $306k 15k 20.00
Ishares Tr Intl Div Grwth (IGRO) 0.1 $305k 4.2k 72.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $301k 834.00 361.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $298k 3.2k 92.83
Intel Corporation (INTC) 0.1 $288k 13k 22.71
Vanguard Index Fds Value Etf (VTV) 0.1 $284k 1.6k 172.75
salesforce (CRM) 0.1 $275k 1.0k 268.35
Edwards Lifesciences (EW) 0.1 $273k 3.8k 72.48
Ishares Msci Gbl Min Vol (ACWV) 0.1 $273k 2.3k 116.35
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.1 $269k 3.6k 75.55
RPM International (RPM) 0.1 $257k 2.2k 115.66
Advanced Micro Devices (AMD) 0.1 $255k 2.5k 102.74
Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $255k 971.00 262.16
Ishares Msci Emerg Mrkt (EEMV) 0.1 $250k 4.3k 58.34
Broadcom (AVGO) 0.1 $244k 1.5k 167.47
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $242k 3.5k 69.52
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $241k 6.7k 35.82
Innovator Etfs Trust Innovator Gw 100 (NFEB) 0.1 $237k 10k 23.74
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM) 0.1 $236k 7.6k 31.29
Concentrix Corp (CNXC) 0.1 $231k 4.1k 55.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $229k 1.3k 170.86
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $223k 863.00 258.50
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $222k 1.1k 194.05
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $217k 2.3k 92.27
Procter & Gamble Company (PG) 0.1 $211k 1.2k 170.46
Wynn Resorts (WYNN) 0.1 $209k 2.5k 83.50
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $204k 3.8k 53.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $202k 481.00 420.29
Johnson & Johnson (JNJ) 0.1 $202k 1.2k 165.82
Sofi Technologies (SOFI) 0.0 $137k 12k 11.63