Prasad Wealth Partners, LLC Portfolio Holdings by Sector
Prasad Wealth Partners, LLC
- $342 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ONEQ HEFA RSP RYT ITOT STIP OUSM EMXC 50 stocks |
$212 Million
71.03% of portfolio
|
22
|
23
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$17.5 Million
5.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL FOUR CRWD SQ 6 stocks |
$11.6 Million
3.87% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$9.56 Million
3.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$7.6 Million
2.54% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD INTC 4 stocks |
$5.97 Million
2.0% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU C JPM BAC 4 stocks |
$4.4 Million
1.47% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP CRM 2 stocks |
$3.24 Million
1.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ETN 2 stocks |
$3.11 Million
1.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SOFI 3 stocks |
$2.42 Million
0.81% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$2.26 Million
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$2.22 Million
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2.04 Million
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.99 Million
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.26 Million
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$960,469
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV CNXC 2 stocks |
$936,002
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB TFSL 2 stocks |
$851,866
0.29% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$804,671
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$683,795
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$623,161
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW RPM 2 stocks |
$617,964
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$598,349
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$533,395
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$511,072
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$480,612
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$450,375
0.15% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$446,561
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
EXEL 1 stocks |
$440,750
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$429,605
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$412,954
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
EXPI 1 stocks |
$399,956
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$294,461
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$284,571
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PAA 1 stocks |
$268,877
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$234,175
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$229,028
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|