Prasad Wealth Partners, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $309 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Nasdaq Composite Inde with a value of $27B, Ishares Core S&P Total U.S. St with a value of $23.6B, Janus Detroit Str Tr Janus Hen with a value of $17.5B, Blue Buffalo Pet Products, Inc. with a value of $16.8B, and Ishares Currency Hedged Msci E with a value of $12.9B.

Examining the 13F form we can see an increase of $309B in the current position value.

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 $309 Billion
ETFs: $198 Billion
Technology: $29.6 Billion
Consumer Defensive: $17.5 Billion
Consumer Cyclical: $16.6 Billion
Communication Services: $6.63 Billion
Financial Services: $6.44 Billion
Industrials: $3.06 Billion
Healthcare: $1.82 Billion
Other: $1.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $309 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 113 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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