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Prasad Wealth Partners, LLC13F | |
| Prasad Wealth Partners, LLC | |
| Last update 2025-07-23 | 123 Stocks (15 new) |
| Value $342.00 Mil | Turnover 22 % |
Prasad Wealth Partners, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 296,394 | 23,741.1 | -20.19% | 6.950 | -1.67% | 0.300 | +26.15% | +8.97% | 8,114.4 | ||
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 463,020 | 17,576.2 | +13.56% | 5.150 | +0.61% | 0.280 | +10.98% | +12.64% | 6,426.4 | ||
BUFF |
Innovator Laddered Allocation Power Buffer ETF
Innovator Laddered Allocation Power Buffer ETF
| 371,690 | 17,469.4 | -5.58% | 5.120 | -0.32% | 2.440 | +10.51% | +5.83% | 724.8 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 86,970 | 15,805.9 | +91.89% | 4.630 | +2.22% | 0.020 | +14.13% | +7.91% | 75,230.7 | ||
RYT |
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
| 385,253 | 15,710.6 | +21.88% | 4.600 | +0.83% | - | +31.02% | +11.37% | 0 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 99,125 | 13,385.8 | -49.13% | 3.920 | -3.81% | 0.020 | +19.19% | +8.56% | 73,027.8 | ||
FMIL | FMIL | 271,431 | 13,262.1 | New Holding | 3.880 | +3.88% | - | +21.55% | +8.67% | 0 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 102,131 | 10,510.3 | New Holding | 3.080 | +3.08% | 0.080 | +1.17% | +4.36% | 12,373.0 | ||
SMTH | ALPS Smith Core Plus Bond ETF | 398,493 | 10,301.0 | -26.30% | 3.020 | -1.20% | 0.530 | +1.99% | +3.37% | 1,945.1 | ||
OUSM |
ALPS OShares U.S. Small-Cap Quality Dividend ETF
ALPS OShares U.S. Small-Cap Quality Dividend ETF
| 232,347 | 10,039.7 | +15.66% | 2.940 | +0.40% | 1.110 | +9.80% | +1.84% | 924.3 |
Prasad Wealth Partners, LLC's Historical Top Holdings Breakdowns
Prasad Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FMIL | FMIL | 2025-06-30 | New Buy New Buy | +3.88% | 38.73 ($44.72) 48.86 | $39.51 | -11.66% | New holding | 271,431 | 271,431 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Reduce Reduce | -3.81% | 108.12 ($124.74) 135.04 | $138.81 | 11.28% | Reduce -49.13% | 99,125 | -95,746 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-06-30 | Reduce Reduce | -3.32% | 49.79 ($50.49) 50.75 | $50.68 | 0.38% | Reduce -52.58% | 180,868 | -200,567 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-06-30 | New Buy New Buy | +3.08% | 102.02 ($102.6) 103.5 | $102.85 | 0.24% | New holding | 102,131 | 102,131 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-06-30 | New Buy New Buy | +2.89% | 50.08 ($58.16) 63.14 | $64.44 | 10.80% | New holding | 156,173 | 156,173 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-06-30 | Sold Out Sold Out | -2.63% | 97.29 ($100.41) 105.63 | $99.71 | -0.70% | Sold Out | 0 | -77,703 | |
IYF | iShares U.S. Financials ETF | 2025-06-30 | New Buy New Buy | +2.41% | 99.23 ($112.69) 120.99 | $123.65 | 9.73% | New holding | 68,017 | 68,017 | |
NFTY | FIRST TR EXCH ALPH | 2025-06-30 | Reduce Reduce | -2.34% | 53.06 ($57.66) 60.2 | $59.03 | 2.38% | Reduce -85.01% | 22,614 | -128,274 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +2.22% | 152.93 ($172.62) 181.74 | $187.43 | 8.58% | Add 91.89% | 86,970 | 41,646 | |
JSI |
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
| 2025-06-30 | New Buy New Buy | +2.16% | 51.1 ($51.99) 52.62 | $52.41 | 0.82% | New holding | 140,119 | 140,119 |
Prasad Wealth Partners, LLC Total Holding History ($B)
Prasad Wealth Partners, LLC's Asset Allocation
Prasad Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Prasad Wealth Partners, LLC's Hypothetical Growth since 2025-06-30
Prasad Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prasad Wealth Partners, LLC's Holdings Heat Map
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Prasad Wealth Partners, LLC's Holdings Bubble Chart
Prasad Wealth Partners, LLC News
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