Prasad Wealth Partners, LLC Incresed Positions in Q1 2025

Prasad Wealth Partners, LLC

  • $306 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
37.2K
+ 10.03%
$34.83 - $37.52 $1.29M - $1.39M
408K $14.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
37.2K
+ 10.81%
$50.48 - $51.04 $1.88M - $1.9M
381K $19.3B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
31.7K
+ 21.81%
$49.22 - $51.73 $1.56M - $1.64M
177K $8.93B
Alps ETF Tr
52.9K
+ 10.84%
N/A
541K $14B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
33.6K
+ 20.1%
$41.26 - $44.98 $1.39M - $1.51M
201K $8.44B
NFTY
First Tr Alphadex Fd Ii India
20.1K
+ 15.38%
N/A
151K $8.41B
XLRE
Select Sector Spdr Tr Real Est

ETFs
19.3K
+ 10.85%
$39.18 - $43.52 $758K - $842K
198K $8.27B
NU
Nu Holdings Ltd.

Financial Services
73.6K
+ 220.53%
$10.12 - $13.95 $745K - $1.03M
107K $1.1B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
21.5K
+ 5.06%
$24.5 - $24.95 $528K - $537K
447K $11.1B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
19.8K
+ 5.29%
$43.63 - $46.01 $863K - $910K
394K $17.4B
FPE
First Tr Pfd Secs & Income ETF

ETFs
28.9K
+ 6.94%
$17.53 - $17.87 $506K - $516K
445K $7.82B
Pimco ETF Tr
15.1K
+ 13.3%
N/A
128K $3.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 9.39%
$507.05 - $563.67 $737K - $819K
16.9K $8.7B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.32K
+ 5.22%
$50.82 - $52.7 $219K - $228K
87.1K $4.57B
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.19K
+ 111.23%
$85.29 - $92.57 $272K - $295K
6.06K $551M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 1.75%
$442.66 - $534.52 $20.4K - $24.6K
2.68K $1.43B
ITOT
Ishares Core S&P Total U.S. St

ETFs
11.6K
+ 6.36%
$120.29 - $134.6 $1.4M - $1.57M
195K $23.8B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
9.78K
+ 16.3%
$29.68 - $32.59 $290K - $319K
69.8K $2.08B
V
Visa Inc.

Financial Services
21
+ 0.39%
$306.92 - $362.71 $6.45K - $7.62K
5.39K $1.89B
WM
Waste Management Inc

Industrials
597
+ 35.81%
$200.54 - $233.78 $120K - $140K
2.26K $524M
COST
Costco Wholesale Corp

Consumer Defensive
175
+ 32.65%
$890.62 - $1076.86 $156K - $188K
711 $673M
BALT
Innovator Etfs Tr
5.2K
+ 18.14%
$31.31 - $31.89 $163K - $166K
33.9K $1.06B
CVS
Cvs Health Corp

Healthcare
48
+ 0.7%
$44.22 - $68.64 $2.12K - $3.29K
6.86K $465M
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.48%
$3193.96 - $3828.11 $6.39K - $7.66K
137 $522M
RTX
Raytheon Technologies Corp

Industrials
127
+ 4.72%
$114.1 - $135.66 $14.5K - $17.2K
2.82K $374M
JPM
Jpmorgan Chase & CO

Financial Services
199
+ 13.22%
$225.19 - $279.95 $44.8K - $55.7K
1.7K $418M
INTC
Intel Corp

Technology
998
+ 8.55%
$19.1 - $27.39 $19.1K - $27.3K
12.7K $288M
ORCL
Oracle Corp

Technology
1.1K
+ 26.82%
$139.81 - $186.47 $153K - $205K
5.19K $725M
RYT
Invesco S&P 500 Equal Weight T

ETFs
28.1K
+ 9.74%
N/A
316K $10.8B
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 1.34%
$308.86 - $455.36 $7.72K - $11.4K
1.9K $668M
EEMV
Ishares Msci Emerging Markets

ETFs
203
+ 4.97%
$57.07 - $59.29 $11.6K - $12K
4.29K $250M
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.18%
$330.16 - $365.55 $660 - $731
1.09K $379M
DELL
Dell Technologies Inc.

Technology
924
+ 29.91%
$90.34 - $124.66 $83.5K - $115K
4.01K $366M
FTCS
First Trust Capital Strength E

ETFs
9
+ 0.19%
$86.39 - $91.35 $778 - $822
4.66K $418M
VTV
Vanguard Value ETF

ETFs
7
+ 0.43%
$167.73 - $179.21 $1.17K - $1.25K
1.64K $284M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.4%
$158.56 - $176.26 $793 - $881
1.24K $211M
Lam Research Corp
13
+ 0.28%
N/A
4.72K $343M
META
Meta Platforms, Inc.

Communication Services
30
+ 1.82%
$576.36 - $736.67 $17.3K - $22.1K
1.68K $969M
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.38%
$185.78 - $198.58 $1.86K - $1.99K
2.64K $504M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.23%
$251.87 - $277.95 $504 - $556
863 $223M
EW
Edwards Lifesciences Corp

Healthcare
20
+ 0.53%
$67.95 - $76.19 $1.36K - $1.52K
3.77K $273M
QQQ
Invesco Qqq Trust, Series 1

ETFs
105
+ 8.25%
$468.34 - $539.52 $49.2K - $56.6K
1.38K $646M
TDIV
First Trust Nasdaq Technology

ETFs
798
+ 6.08%
$73.39 - $83.95 $58.6K - $67K
13.9K $1.03B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.22%
$168.16 - $186.21 $504 - $559
1.34K $229M
RPM
Rpm International Inc

Basic Materials
9
+ 0.41%
$114.03 - $128.31 $1.03K - $1.15K
2.22K $257M
PH
Parker Hannifin Corp

Industrials
58
+ 3.0%
$591.65 - $707.05 $34.3K - $41K
1.99K $1.21B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.26%
$302.31 - $337.54 $1.21K - $1.35K
1.53K $468M
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.12%
$92.45 - $106.69 $370 - $427
3.21K $298M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.32%
$102.49 - $119.96 $1.02K - $1.2K
3.17K $332M
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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