Prasad Wealth Partners, LLC Portfolio Holdings

Prasad Wealth Partners, LLC

  • $306 Billion
  • Q1 2025

Prasad Wealth Partners, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $306 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Nasdaq Composite Inde with a value of $25.3B, Ishares Core S&P Total U.S. St with a value of $23.8B, Janus Detroit Str Tr Janus Hen with a value of $19.3B, Blue Buffalo Pet Products, Inc. with a value of $17.4B, and Ishares Currency Hedged Msci E with a value of $14.8B.

Examining the 13F form we can see an decrease of $2.83B in the current position value, from $309B to 306B.

Prasad Wealth Partners, LLC is based out at Independence, OH

Below you can find more details about Prasad Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $306 Billion
ETFs: $203 Billion
Technology: $20.4 Billion
Consumer Defensive: $18.2 Billion
Consumer Cyclical: $13.1 Billion
Financial Services: $7.35 Billion
Communication Services: $5.48 Billion
Healthcare: $2.96 Billion
Industrials: $2.95 Billion
Other: $1.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.3 Billion 8.25% of portfolio
371,366
Q1 2025 Added 4.6%
$0
$23.8 Billion 7.76% of portfolio
194,871
Q1 2025 Added 6.36%
$0
$19.3 Billion 6.32% of portfolio
381,435
Q1 2025 Added 10.81%
$0
$17.4 Billion 5.67% of portfolio
393,651
Q1 2025 Added 5.29%
$0
$14.8 Billion 4.83% of portfolio
407,741
Q1 2025 Added 10.03%
Alps ETF Tr
-
$14 Billion 4.57% of portfolio
-
Q1 2025 Added 10.84%
$0
$11.1 Billion 3.61% of portfolio
446,759
Q1 2025 Added 5.06%
$0
$10.8 Billion 3.53% of portfolio
316,084
Q1 2025 Added 9.74%
$0
$8.96 Billion 2.93% of portfolio
15,947
Q1 2025 Reduced 4.34%
$0
$8.93 Billion 2.92% of portfolio
176,812
Q1 2025 Added 21.81%
$0
$8.7 Billion 2.84% of portfolio
16,930
Q1 2025 Added 9.39%
$0
$8.44 Billion 2.76% of portfolio
200,894
Q1 2025 Added 20.1%
-
$8.41 Billion 2.75% of portfolio
-
Q1 2025 Added 15.38%
$0
$8.27 Billion 2.7% of portfolio
197,615
Q1 2025 Added 10.85%
$0
$8.06 Billion 2.63% of portfolio
77,703
Q1 2025 New
$0
$7.85 Billion 2.56% of portfolio
45,324
Q1 2025 Added 8.67%
$2.11T
$7.5 Billion 2.45% of portfolio
39,418
Q1 2025 Reduced 1.21%
$0
$6.4 Billion 2.09% of portfolio
170,724
Q1 2025 New
$3.44T
$5.32 Billion 1.74% of portfolio
14,174
Q1 2025 Added 4.67%
$0
$4.57 Billion 1.49% of portfolio
87,069
Q1 2025 Added 5.22%
$1.03T
$3.77 Billion 1.23% of portfolio
24,354
Q1 2025 Reduced 0.9%
$342B
$3.45 Billion 1.13% of portfolio
31,872
Q1 2025 Reduced 43.9%
Pimco ETF Tr
-
$3.38 Billion 1.1% of portfolio
-
Q1 2025 Added 13.3%
$0
$3.29 Billion 1.08% of portfolio
5,889
Q1 2025 Reduced 5.15%
$127B
$2.44 Billion 0.8% of portfolio
25,538
Q1 2025 Reduced 1.18%
$0
$2.08 Billion 0.68% of portfolio
69,767
Q1 2025 Added 16.3%
$3.24T
$2.08 Billion 0.68% of portfolio
9,366
Q1 2025 Added 2.55%
$597B
$1.89 Billion 0.62% of portfolio
5,388
Q1 2025 Added 0.39%
$16.6B
$1.9 Billion 0.62% of portfolio
43,269
Q1 2025 Added 3.13%
Innovator Etfs Trust
-
$1.8 Billion 0.59% of portfolio
-
Q4 2024 New
$1.08T
$1.72 Billion 0.56% of portfolio
6,651
Q1 2025 Reduced 2.46%
$656B
$1.43 Billion 0.47% of portfolio
2,676
Q1 2025 Added 1.75%
$0
$1.37 Billion 0.45% of portfolio
13,743
Q1 2025 Reduced 34.33%
$31.4B
$1.27 Billion 0.42% of portfolio
2,196
Q1 2025 New
$84.8B
$1.21 Billion 0.4% of portfolio
1,990
Q1 2025 Added 3.0%
$42.7B
$1.1 Billion 0.36% of portfolio
106,981
Q1 2025 Added 220.53%
$259B
$1.1 Billion 0.36% of portfolio
13,057
Q1 2025 Reduced 78.18%
$0
$1.06 Billion 0.35% of portfolio
33,876
Q1 2025 Added 18.14%
$147B
$1.06 Billion 0.35% of portfolio
14,900
Q1 2025 Reduced 4.18%
$0
$1.03 Billion 0.33% of portfolio
13,933
Q1 2025 Added 6.08%
$1.46T
$969 Million 0.32% of portfolio
1,681
Q1 2025 Added 1.82%
$17.4B
$917 Million 0.3% of portfolio
2,785
Q1 2025 New
Arm Holdings PLC
-
$930 Million 0.3% of portfolio
-
Q1 2025 Added 7.53%
$79.5B
$934 Million 0.3% of portfolio
4,229
Q1 2025 Reduced 2.49%
$0
$853 Million 0.28% of portfolio
9,112
Q1 2025 Reduced 2.73%
$0
$850 Million 0.28% of portfolio
30,032
Q1 2025 Reduced 0.79%
$127B
$847 Million 0.28% of portfolio
3,115
Q1 2025 Added 5.63%
$0
$807 Million 0.26% of portfolio
6,925
Q1 2025 Reduced 88.36%
$449B
$725 Million 0.24% of portfolio
5,187
Q1 2025 Added 26.82%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $306 Billion
  • Prior Value $309 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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