Prasad Wealth Partners

Prasad Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Prasad Wealth Partners

Prasad Wealth Partners holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.2 $22M 250k 89.13
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 5.2 $19M 385k 48.86
Ishares Tr Hdg Msci Eafe (HEFA) 5.0 $18M 453k 39.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.5 $16M 85k 189.70
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.1 $15M 328k 44.58
Fidelity Covington Trust Fundamental Larg (FFLC) 3.6 $13M 249k 52.04
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.5 $12M 120k 103.36
Alps Etf Tr Smith Core Plus (SMTH) 3.4 $12M 462k 26.16
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.9 $10M 212k 49.31
Alps Etf Tr Oshares Us Smlcp (OUSM) 2.8 $10M 227k 44.80
Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $9.9M 68k 145.65
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.7 $9.6M 189k 50.78
Ishares Msci Emrg Chn (EMXC) 2.6 $9.5M 141k 67.51
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 2.6 $9.4M 372k 25.19
Amazon (AMZN) 2.5 $9.1M 41k 219.57
First Tr Exchange-traded No Amer Energy (EMLP) 2.4 $8.8M 229k 38.29
Janus Detroit Str Tr Henderson Securi (JSI) 2.4 $8.5M 164k 52.27
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) 2.4 $8.5M 298k 28.70
Ishares Tr U.s. Finls Etf (IYF) 2.3 $8.2M 65k 126.64
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.2 $8.0M 438k 18.24
Ishares Tr Core S&p500 Etf (IVV) 2.2 $8.0M 12k 669.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $7.5M 12k 612.36
Microsoft Corporation (MSFT) 2.1 $7.4M 14k 517.95
Alphabet Cap Stk Cl A (GOOGL) 1.9 $6.8M 28k 243.10
NVIDIA Corporation (NVDA) 1.5 $5.4M 29k 186.58
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.4 $5.2M 96k 54.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.9M 5.9k 666.13
Pimco Etf Tr Multisector Bd (PYLD) 1.1 $3.9M 144k 26.84
Shopify Cl A Sub Vtg Shs (SHOP) 1.0 $3.7M 25k 148.61
Tesla Motors (TSLA) 0.7 $2.6M 5.9k 444.72
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.7 $2.5M 72k 34.84
Apple (AAPL) 0.7 $2.5M 9.8k 254.64
Pepsi (PEP) 0.6 $2.3M 16k 140.44
Palantir Technologies Cl A (PLTR) 0.6 $2.1M 12k 182.42
Innovator Etfs Trust Equity Defined P (ZDEK) 0.5 $1.9M 76k 25.26
Visa Com Cl A (V) 0.5 $1.7M 5.1k 341.35
Nu Hldgs Ord Shs Cl A (NU) 0.5 $1.7M 107k 16.01
On Hldg Namen Akt A (ONON) 0.5 $1.6M 39k 42.35
Parker-Hannifin Corporation (PH) 0.5 $1.6M 2.2k 758.02
Citigroup Com New (C) 0.4 $1.5M 14k 101.50
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.4 $1.4M 14k 98.59
Meta Platforms Cl A (META) 0.4 $1.3M 1.8k 734.51
Eaton Corp SHS (ETN) 0.4 $1.3M 3.5k 374.28
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 3.8k 315.47
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $1.2M 37k 32.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 502.67
Oracle Corporation (ORCL) 0.3 $1.2M 4.1k 281.24
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 4.6k 243.56
Arm Holdings Sponsored Ads (ARM) 0.3 $1.1M 7.4k 141.49
International Business Machines (IBM) 0.3 $1.0M 3.6k 282.17
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 0.2 $849k 15k 56.92
Costco Wholesale Corporation (COST) 0.2 $810k 875.00 925.50
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $789k 8.3k 95.14
Eli Lilly & Co. (LLY) 0.2 $785k 1.0k 763.27
Fifth Third Ban (FITB) 0.2 $778k 18k 44.55
Micron Technology (MU) 0.2 $773k 4.6k 167.33
MercadoLibre (MELI) 0.2 $763k 326.00 2339.45
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.2 $760k 24k 32.18
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $748k 6.6k 113.62
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $690k 2.5k 273.65
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $680k 11k 59.91
UnitedHealth (UNH) 0.2 $662k 1.9k 345.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $647k 1.1k 600.50
Goldman Sachs (GS) 0.2 $640k 803.00 796.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $604k 9.3k 65.26
AutoZone (AZO) 0.2 $597k 139.00 4295.40
Home Depot (HD) 0.2 $592k 1.5k 405.08
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $585k 14k 42.13
Ishares Tr Rus 1000 Etf (IWB) 0.2 $560k 1.5k 365.38
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $550k 2.7k 206.55
Fiserv (FI) 0.1 $535k 4.1k 128.93
CVS Caremark Corporation (CVS) 0.1 $525k 7.0k 75.39
Beone Medicines Sponsored Ads (ONC) 0.1 $517k 1.5k 340.70
Broadcom (AVGO) 0.1 $513k 1.6k 329.88
Sprott Fds Tr Silver Miners (SLVR) 0.1 $505k 11k 44.33
Lam Research Corp Com New (LRCX) 0.1 $465k 3.5k 133.90
Exp World Holdings Inc equities (EXPI) 0.1 $443k 42k 10.66
Shift4 Pmts Cl A (FOUR) 0.1 $437k 5.6k 77.40
Public Service Enterprise (PEG) 0.1 $426k 5.1k 83.46
Chipotle Mexican Grill (CMG) 0.1 $423k 11k 39.19
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $421k 9.8k 42.79
Raytheon Technologies Corp (RTX) 0.1 $421k 2.5k 167.36
Block Cl A (XYZ) 0.1 $417k 5.8k 72.27
Exelixis (EXEL) 0.1 $413k 10k 41.30
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.1 $400k 3.6k 111.82
Sherwin-Williams Company (SHW) 0.1 $394k 1.1k 346.14
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $393k 3.3k 118.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $392k 836.00 468.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $388k 3.2k 120.73
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $377k 9.9k 38.02
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $370k 4.0k 93.65
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $366k 16k 23.12
Strategy Cl A New (MSTR) 0.1 $355k 1.1k 322.15
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $353k 2.3k 155.43
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $346k 3.9k 88.97
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $341k 3.4k 99.81
Mastercard Incorporated Cl A (MA) 0.1 $329k 579.00 568.83
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $325k 7.4k 44.19
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $324k 3.0k 109.68
Wynn Resorts (WYNN) 0.1 $321k 2.5k 128.27
Sofi Technologies (SOFI) 0.1 $314k 12k 26.42
Vanguard Index Fds Value Etf (VTV) 0.1 $309k 1.7k 186.47
Exxon Mobil Corporation (XOM) 0.1 $299k 2.6k 112.75
Advanced Micro Devices (AMD) 0.1 $293k 1.8k 161.78
Intel Corporation (INTC) 0.1 $293k 8.7k 33.55
Innovator Etfs Trust Innovator Gw 100 (NFEB) 0.1 $272k 10k 27.20
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $267k 6.7k 39.69
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $265k 3.5k 76.34
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.1 $265k 4.7k 55.90
RPM International (RPM) 0.1 $263k 2.2k 117.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $262k 1.3k 194.47
Ishares Msci Emerg Mrkt (EEMV) 0.1 $257k 4.0k 63.82
salesforce (CRM) 0.1 $255k 1.1k 236.89
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $254k 15k 17.06
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM) 0.1 $254k 7.7k 33.20
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $254k 864.00 293.80
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $248k 1.1k 215.74
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $245k 5.9k 41.58
Waste Management (WM) 0.1 $245k 1.1k 220.82
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM) 0.1 $245k 7.6k 32.17
Bank of America Corporation (BAC) 0.1 $240k 4.6k 51.59
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $239k 2.4k 99.96
Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $237k 910.00 259.84
Qualcomm (QCOM) 0.1 $232k 1.4k 166.34
Caterpillar (CAT) 0.1 $232k 486.00 476.98
Johnson & Johnson (JNJ) 0.1 $229k 1.2k 185.44
Innovator Etfs Trust Equity Defined P (ZJUL) 0.1 $226k 7.9k 28.73
Omega Healthcare Investors (OHI) 0.1 $224k 5.3k 42.22
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $224k 482.00 463.78
Ishares Msci Gbl Min Vol (ACWV) 0.1 $217k 1.8k 119.91
Spdr Gold Tr Gold Shs (GLD) 0.1 $216k 608.00 355.47
First Tr Exchange-traded SHS (FVD) 0.1 $214k 4.6k 46.24
Global X Fds Artificial Etf (AIQ) 0.1 $210k 4.2k 49.39
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.1 $207k 2.0k 103.60
Biogen Idec (BIIB) 0.1 $204k 1.5k 140.12
Procter & Gamble Company (PG) 0.1 $202k 1.3k 153.70
Walt Disney Company (DIS) 0.1 $202k 1.8k 114.51
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $201k 3.4k 59.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $201k 7.8k 25.71
TFS Financial Corporation (TFSL) 0.0 $142k 11k 13.17