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Prasad Wealth Partners, LLC

13F
Prasad Wealth Partners, LLC
Last update 2025-07-23 123 Stocks (15 new)
Value $342.00 Mil Turnover 22 %
Countries:
Prasad Wealth Partners, LLC Top Holdings of 2025-06-30 View Full List
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 View Full List
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)

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Prasad Wealth Partners, LLC's Asset Allocation

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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

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Year Portfolio % % Excess Gain %

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