Prasad Wealth Partners

Prasad Wealth Partners as of June 30, 2025

Portfolio Holdings for Prasad Wealth Partners

Prasad Wealth Partners holds 123 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 7.0 $24M 296k 80.10
Ishares Tr Hdg Msci Eafe (HEFA) 5.1 $18M 463k 37.96
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 5.1 $18M 372k 47.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.6 $16M 87k 181.74
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.6 $16M 385k 40.78
Ishares Tr Core S&p Ttl Stk (ITOT) 3.9 $13M 99k 135.04
Fidelity Covington Trust Fundamental Larg (FFLC) 3.9 $13M 271k 48.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.1 $11M 102k 102.91
Alps Etf Tr Smith Core Plus (SMTH) 3.0 $10M 399k 25.85
Alps Etf Tr Oshares Us Smlcp (OUSM) 2.9 $10M 232k 43.21
Ishares Msci Emrg Chn (EMXC) 2.9 $9.9M 156k 63.14
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.8 $9.5M 194k 49.10
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.7 $9.2M 181k 50.75
First Tr Exchange-traded No Amer Energy (EMLP) 2.6 $8.7M 232k 37.51
Amazon (AMZN) 2.5 $8.7M 40k 219.39
Ishares Tr U.s. Finls Etf (IYF) 2.4 $8.2M 68k 120.99
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 2.4 $8.2M 331k 24.89
Ishares Tr Core S&p500 Etf (IVV) 2.4 $8.2M 13k 620.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $7.8M 14k 568.05
Janus Detroit Str Tr Henderson Securi (JSI) 2.2 $7.4M 140k 52.62
Microsoft Corporation (MSFT) 2.1 $7.3M 15k 497.40
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.1 $7.0M 395k 17.80
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $6.3M 153k 41.42
Alphabet Cap Stk Cl A (GOOGL) 1.5 $5.2M 30k 176.23
NVIDIA Corporation (NVDA) 1.4 $4.9M 31k 157.99
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.3 $4.5M 85k 53.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.6M 5.9k 617.88
Pimco Etf Tr Multisector Bd (PYLD) 1.0 $3.4M 128k 26.54
Shopify Cl A Sub Vtg Shs (SHOP) 0.9 $2.9M 26k 115.35
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.7 $2.3M 71k 33.20
Pepsi (PEP) 0.7 $2.3M 17k 132.04
On Hldg Namen Akt A (ONON) 0.6 $2.2M 43k 52.05
Tesla Motors (TSLA) 0.6 $2.0M 6.4k 317.66
Apple (AAPL) 0.6 $2.0M 9.7k 205.16
Visa Com Cl A (V) 0.6 $1.9M 5.3k 355.05
Innovator Etfs Trust Equity Defined P (ZDEK) 0.5 $1.9M 76k 24.54
Nu Hldgs Ord Shs Cl A (NU) 0.5 $1.7M 126k 13.72
Parker-Hannifin Corporation (PH) 0.5 $1.7M 2.4k 698.34
Palantir Technologies Cl A (PLTR) 0.5 $1.6M 12k 136.32
Meta Platforms Cl A (META) 0.5 $1.6M 2.1k 738.13
Eaton Corp SHS (ETN) 0.4 $1.4M 4.0k 356.97
Arm Holdings Sponsored Ads (ARM) 0.4 $1.4M 8.5k 161.74
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 0.4 $1.4M 23k 59.97
Citigroup Com New (C) 0.4 $1.3M 15k 85.12
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.4 $1.3M 14k 90.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.6k 485.80
Oracle Corporation (ORCL) 0.3 $1.2M 5.4k 218.63
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 4.1k 289.88
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $1.1M 34k 32.08
Costco Wholesale Corporation (COST) 0.3 $961k 970.00 990.17
MercadoLibre (MELI) 0.3 $902k 345.00 2613.63
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.3 $898k 29k 30.99
Alphabet Cap Stk Cl C (GOOG) 0.2 $811k 4.6k 177.40
Eli Lilly & Co. (LLY) 0.2 $805k 1.0k 779.72
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $779k 8.3k 93.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $745k 1.4k 551.55
Fiserv (FI) 0.2 $715k 4.1k 172.41
Fifth Third Ban (FITB) 0.2 $713k 17k 41.13
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $709k 6.6k 107.70
Chipotle Mexican Grill (CMG) 0.2 $684k 12k 56.15
AutoZone (AZO) 0.2 $623k 168.00 3709.29
Goldman Sachs (GS) 0.2 $598k 845.00 708.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $572k 9.2k 62.02
Shift4 Pmts Cl A (FOUR) 0.2 $563k 5.7k 99.11
Home Depot (HD) 0.2 $533k 1.5k 366.59
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $527k 2.1k 246.50
Ishares Tr Rus 1000 Etf (IWB) 0.2 $519k 1.5k 339.47
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $519k 2.7k 195.44
Waste Management (WM) 0.1 $511k 2.2k 228.77
CVS Caremark Corporation (CVS) 0.1 $481k 7.0k 68.98
Dell Technologies CL C (DELL) 0.1 $447k 3.6k 122.61
Crowdstrike Hldgs Cl A (CRWD) 0.1 $442k 868.00 509.31
Exelixis (EXEL) 0.1 $441k 10k 44.08
Public Service Enterprise (PEG) 0.1 $430k 5.1k 84.19
Broadcom (AVGO) 0.1 $430k 1.6k 275.73
Lam Research Corp Com New (LRCX) 0.1 $429k 4.4k 97.34
Raytheon Technologies Corp (RTX) 0.1 $413k 2.8k 146.02
Exp World Holdings Inc equities (EXPI) 0.1 $400k 44k 9.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $399k 9.8k 40.49
Block Cl A (XYZ) 0.1 $396k 5.8k 67.93
Sherwin-Williams Company (SHW) 0.1 $374k 1.1k 343.24
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $369k 4.1k 90.90
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $364k 16k 22.98
Advanced Micro Devices (AMD) 0.1 $355k 2.5k 141.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $355k 835.00 424.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $353k 3.2k 110.12
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $348k 3.2k 109.30
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.1 $343k 3.6k 95.94
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $325k 3.9k 83.74
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $324k 2.3k 141.67
Mastercard Incorporated Cl A (MA) 0.1 $322k 572.00 562.38
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $314k 7.6k 41.59
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $305k 2.9k 103.67
salesforce (CRM) 0.1 $297k 1.1k 272.69
Edwards Lifesciences (EW) 0.1 $295k 3.8k 78.21
Vanguard Index Fds Value Etf (VTV) 0.1 $291k 1.6k 176.75
Exxon Mobil Corporation (XOM) 0.1 $285k 2.6k 107.79
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $269k 15k 18.32
Ishares Msci Emerg Mrkt (EEMV) 0.1 $262k 4.2k 62.80
Innovator Etfs Trust Innovator Gw 100 (NFEB) 0.1 $260k 10k 25.95
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $257k 3.5k 74.04
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $256k 6.7k 38.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $246k 1.3k 182.77
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM) 0.1 $246k 7.6k 32.55
RPM International (RPM) 0.1 $244k 2.2k 109.84
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $241k 863.00 279.70
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.1 $240k 4.8k 50.43
Walt Disney Company (DIS) 0.1 $239k 1.9k 123.98
Intel Corporation (INTC) 0.1 $235k 11k 22.40
Wynn Resorts (WYNN) 0.1 $234k 2.5k 93.67
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $234k 1.1k 204.73
Procter & Gamble Company (PG) 0.1 $229k 1.4k 159.27
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $226k 2.4k 94.61
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $222k 2.4k 93.99
Concentrix Corp (CNXC) 0.1 $221k 4.2k 52.86
Bank of America Corporation (BAC) 0.1 $219k 4.6k 47.32
Sofi Technologies (SOFI) 0.1 $216k 12k 18.21
Ishares Msci Gbl Min Vol (ACWV) 0.1 $215k 1.8k 118.56
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $212k 482.00 440.41
Netflix (NFLX) 0.1 $212k 158.00 1339.13
Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $210k 910.00 230.23
Thomson Reuters Corp. (TRI) 0.1 $204k 1.0k 201.13
TFS Financial Corporation (TFSL) 0.0 $139k 11k 12.95