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Prasad Wealth Partners, LLC13F | |
| Prasad Wealth Partners, LLC | |
| Last update 2025-05-12 | 115 Stocks (11 new) |
| Value $306.00 Mil | Turnover 12 % |
Prasad Wealth Partners, LLC Top Holdings of 2025-03-31
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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
| 371,366 | 25,277.0 | +4.60% | 8.250 | +0.36% | 0.390 | +28.45% | +8.45% | 8,075.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 194,871 | 23,776.3 | +6.36% | 7.760 | +0.46% | 0.040 | +20.09% | +7.64% | 72,412.3 | ||
JAAA | Janus Henderson AAA CLO ETF | 381,435 | 19,342.6 | +10.81% | 6.320 | +0.62% | 0.100 | +0.76% | 0% | 22,855.0 | ||
BUFF |
Innovator Laddered Allocation Power Buffer ETF
Innovator Laddered Allocation Power Buffer ETF
| 393,651 | 17,356.1 | +5.29% | 5.670 | +0.28% | 2.990 | +10.97% | +5.63% | 723.5 | ||
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 407,741 | 14,796.9 | +10.03% | 4.830 | +0.44% | 0.190 | +9.75% | +9.97% | 6,274.5 | ||
SMTH | ALPS Smith Core Plus Bond ETF | 540,723 | 13,996.6 | +10.84% | 4.570 | +0.45% | 0.800 | +1.22% | +1.18% | 1,948.1 | ||
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 446,759 | 11,057.3 | +5.06% | 3.610 | +0.17% | 0.350 | +1.26% | +0.69% | 2,957.3 | ||
RYT |
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
| 316,084 | 10,810.1 | +9.74% | 3.530 | +0.31% | - | +31.02% | +11.37% | 0 | ||
IVV | iShares Core S&P 500 ETF | 15,947 | 8,960.9 | -4.34% | 2.930 | -0.14% | 0.000 | +19.71% | +7.98% | 636,576.3 | ||
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 176,812 | 8,932.5 | +21.81% | 2.920 | +0.52% | 0.240 | +4.48% | -0.18% | 3,840.4 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | New Buy New Buy | +2.63% | 97.25 ($101.36) 104.79 | $100.11 | -1.23% | New holding | 77,703 | 77,703 | |
EMLP |
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
| 2025-03-31 | New Buy New Buy | +2.09% | 35.79 ($37.01) 38.28 | $37.59 | 1.57% | New holding | 170,724 | 170,724 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -2.03% | 22.25 ($22.67) 23 | $22.82 | 0.64% | Reduce -90.88% | 27,382 | -273,015 | |
PPA | Invesco Aerospace & Defense ETF | 2025-03-31 | Reduce Reduce | -1.95% | 113.59 ($117.61) 123.29 | $144.02 | 22.46% | Reduce -88.36% | 6,925 | -52,589 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-03-31 | Reduce Reduce | -1.18% | 41.02 ($41.59) 41.99 | $41.61 | 0.05% | Reduce -88.64% | 11,190 | -87,289 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -1.14% | 64.98 ($87.82) 124.62 | $149.07 | 69.74% | Reduce -78.18% | 13,057 | -46,769 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.08% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -43.9% | 31,872 | -24,942 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +0.62% | 50.48 ($50.78) 51.04 | $50.71 | -0.14% | Add 10.81% | 381,435 | 37,215 | |
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 2025-03-31 | Add Add | +0.52% | 49.22 ($50.68) 51.7 | $50.12 | -1.10% | Add 21.81% | 176,812 | 31,660 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.46% | 120.29 ($128.89) 134.6 | $137.64 | 6.79% | Add 6.36% | 194,871 | 11,646 |
Prasad Wealth Partners, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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Prasad Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
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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