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Prasad Wealth Partners, LLC

SEC CIK
0002048885
Latest filing
Jul 29, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 4, 2025. Long positions only.

Institution overview
Positions
113
No filing for Q3 2024
Portfolio value
$309.1M
No filing for Q3 2024
Filed
Feb 4, 2025
SEC

Prasad Wealth Partners, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Prasad Wealth Partners, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Fidelity Comwlth Tr315912808NASDAQ COMPSIT355,038$27.0M8.7%–––
iShares Tr464287150CORE S&P TTL STK183,225$23.6M7.6%–––
Janus Detroit STR Tr47103U845HENDRSON AAA CL344,220$17.5M5.6%–––
Innovator ETFs Trust45783Y814LADERD ALCTN PWR373,880$16.8M5.4%–––
iShares Tr46434V803HDG MSCI EAFE370,577$12.9M4.2%–––
Alps ETF Tr00162Q346SMITH CORE PLUS487,842$12.4M4.0%–––
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF288,031$10.8M3.5%–––
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF425,223$10.5M3.4%–––
iShares Core S&P 500 ETF464287200ETF16,671$9.81M3.2%–––
AMZNAmazon Com IncStock39,902$8.75M2.8%––History
Vanguard S&P 500 ETF922908363ETF15,477$8.34M2.7%–––
NVDANVIDIA CorpStock56,814$7.63M2.5%––History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF415,820$7.36M2.4%–––
First Tr Exch TRD Alphdx FD33737J802INDIA NFTY50 EQW130,780$7.32M2.4%–––
Alps ETF Tr00162Q395OSHARES US SMLCP167,268$7.31M2.4%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT41,707$7.31M2.4%–––
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500145,152$7.29M2.4%–––
State Street Real Estate Select Sector SPDR ETF81369Y860ETF178,269$7.25M2.3%–––
iShares U.S. Treasury Bond ETF46429B267ETF300,397$6.90M2.2%–––
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN59,514$6.83M2.2%–––
MSFTMicrosoft CorpStock13,542$5.71M1.8%––History
GOOGLAlphabet Inc.Stock24,576$4.65M1.5%––History
PLTRPalantir Technologies Inc.Stock59,826$4.52M1.5%––History
iShares Tr464288638ISHS 5-10YR INVT82,752$4.26M1.4%–––
Ssga Active ETF Tr78467V608ST STR BL LN ETF98,479$4.11M1.3%–––
SPYSPDR S&P 500 ETF TrustETF6,209$3.64M1.2%––History
PIMCO ETF Tr72201R585MULTISECTOR BD113,348$2.94M1.0%–––
TSLATesla, Inc.Stock6,819$2.75M0.9%––History
SHOPShopify Inc.Stock25,843$2.75M0.9%––History
ONONOn Holding AGStock41,955$2.30M0.7%––History
AAPLApple Inc.Stock9,133$2.29M0.7%––History
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF20,928$2.19M0.7%–––
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF59,990$1.89M0.6%–––
Innovator ETFs Trust45784N858EQUITY DEFINED P76,135$1.82M0.6%–––
VVisa Inc.Stock5,367$1.70M0.5%––History
FOURShift4 Payments, Inc.CL A15,310$1.59M0.5%––History
PHParker-Hannifin CorpStock1,932$1.23M0.4%––History
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH22,270$1.23M0.4%–––
BRK.BBerkshire Hathaway IncStock2,630$1.19M0.4%––History
CCitigroup IncStock15,550$1.09M0.4%––History
First Tr Exchange Traded FD33738R118NASD TECH DIV13,135$1.03M0.3%–––
ARMArm Holdings PLCADR8,099$999.1K0.3%––History
ETNEaton Corp plcStock2,949$978.5K0.3%––History
METAMeta Platforms, Inc.Stock1,651$966.7K0.3%––History
Innovator ETFs Trust45783Y855DEFINED WLT SHLD28,675$901.0K0.3%–––
First Tr Exchng Traded FD VI33740F581FT VEST NAS30,271$900.9K0.3%–––
FISVFiserv IncStock4,337$890.9K0.3%––History
FTNTFortinet, Inc.Stock8,842$835.4K0.3%––History
iShares MSCI USA Min Vol Factor ETF46429B697ETF9,368$831.8K0.3%–––
CMGChipotle Mexican Grill IncCOM13,565$818.0K0.3%––History
GOOGAlphabet Inc.Stock4,227$805.1K0.3%––History
FITBFifth Third BancorpCOM17,053$721.0K0.2%––History
ORCLOracle CorpStock4,090$681.6K0.2%––History
Invesco QQQ Trust Series I46090E103ETF1,273$650.5K0.2%–––
WENWendy's CoStock39,573$645.0K0.2%––History
CRWDCrowdStrike Holdings, Inc.Stock1,871$640.2K0.2%––History
HDHome Depot, Inc.Stock1,507$586.3K0.2%––History
iShares Core S&P Mid-Cap ETF464287507ETF9,173$571.6K0.2%–––
WisdomTree Tr97717X669US QTLY DIV GRT6,896$558.1K0.2%–––
EXELExelixis, Inc.COM16,000$532.8K0.2%––History
XYZBlock, Inc.CL A5,929$503.9K0.2%––History
iShares S&P 500 Value ETF464287408ETF2,632$502.3K0.2%–––
iShares Russell Top 200 Growth ETF464289438ETF2,134$502.1K0.2%–––
COSTCostco Wholesale CorpStock536$491.4K0.2%––History
iShares Tr464287622RUS 1000 ETF1,521$489.9K0.2%–––
LLYEli Lilly & CoStock625$482.5K0.2%––History
AZOAutoZone IncCOM135$431.8K0.1%––History
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF4,653$408.6K0.1%–––
SHWSherwin Williams CoCOM1,085$368.7K0.1%––History
iShares Core S&P Small Cap ETF464287804ETF3,162$364.3K0.1%–––
JPMJPMorgan Chase & CoStock1,505$360.8K0.1%––History
DELLDell Technologies Inc.Stock3,089$355.9K0.1%––History
First Tr Exchange Traded FD33734X143HLTH CARE ALPH3,386$352.6K0.1%–––
NUNu Holdings Ltd.ORD SHS CL A33,376$345.8K0.1%––History
GSGoldman Sachs Group IncStock601$344.1K0.1%––History
CRMSalesforce, Inc.Stock1,028$343.6K0.1%––History
LRCXLam Research CorpStock4,702$339.6K0.1%––History
WMWaste Management IncStock1,667$336.3K0.1%––History
iShares Russell 1000 Growth ETF464287614ETF833$334.7K0.1%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF9,686$330.6K0.1%–––
iShares S&P 500 Growth ETF464287309ETF3,202$325.1K0.1%–––
RTXRTX CorpStock2,693$311.6K0.1%––History
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR3,564$311.0K0.1%–––
AMDAdvanced Micro Devices IncStock2,567$310.1K0.1%––History
CVSCVS Health CorpStock6,814$305.9K0.1%––History
AVGOBroadcom Inc.Stock1,318$305.6K0.1%––History
MAMastercard IncStock572$301.3K0.1%––History
iShares Tr46435G524INTL DIV GRWTH4,220$286.8K0.1%–––
PAAPlains All American Pipeline LPUNIT LTD PARTN16,391$280.0K0.1%––History
VanEck ETF Trust92189H607OIL SERVICES ETF1,027$278.6K0.1%–––
EWEdwards Lifesciences CorpStock3,745$277.2K0.1%––History
Vanguard Morningstar Value ETF922908744ETF1,637$277.1K0.1%–––
RPMRPM International IncCOM2,215$272.6K0.1%––History
iShares Inc464286525MSCI GBL MIN VOL2,345$256.0K0.1%–––
Vanguard Dividend Appreciation ETF921908844ETF1,290$252.6K0.1%–––
iShares Tr46428743220 YR TR BD ETF2,868$250.5K0.1%–––
First Tr Exchng Traded FD VI33740U570VEST US MAX BUFF7,750$243.6K0.1%–––
iShares MSCI USA Quality Factor ETF46432F339ETF1,339$238.4K0.1%–––
iShares Inc464286533MSCI EMERG MRKT4,085$236.9K0.1%–––
INTCIntel CorpStock11,672$234.0K0.1%––History