Prasad Wealth Partners, LLC Portfolio Holdings

Prasad Wealth Partners, LLC

  • $342 Billion
  • Q2 2025

Prasad Wealth Partners, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $342 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Nasdaq Composite Inde with a value of $23.7B, Ishares Currency Hedged Msci E with a value of $17.6B, Blue Buffalo Pet Products, Inc. with a value of $17.5B, Invesco S&P 500 Equal Weight E with a value of $15.8B, and Invesco S&P 500 Equal Weight T with a value of $15.7B.

Examining the 13F form we can see an increase of $35.3B in the current position value, from $306B to 342B.

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 $342 Billion
ETFs: $212 Billion
Technology: $24.1 Billion
Consumer Defensive: $20.9 Billion
Consumer Cyclical: $15.9 Billion
Financial Services: $9.53 Billion
Communication Services: $8.05 Billion
Industrials: $4.03 Billion
Healthcare: $2.02 Billion
Other: $2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32T
$8.66 Billion 2.53% of portfolio
39,455
Q2 2025 Added 0.09%
$3.77T
$7.34 Billion 2.15% of portfolio
14,757
Q2 2025 Added 4.11%
$1.14T
$5.2 Billion 1.52% of portfolio
29,532
Q2 2025 Added 21.26%
$416B
$4.95 Billion 1.45% of portfolio
31,317
Q2 2025 Reduced 1.74%
$201B
$2.26 Billion 0.66% of portfolio
17,127
Q2 2025 New
$1.05T
$2.04 Billion 0.6% of portfolio
6,433
Q2 2025 Reduced 3.28%
$3.45T
$1.99 Billion 0.58% of portfolio
9,693
Q2 2025 Added 3.49%
$575B
$1.88 Billion 0.55% of portfolio
5,303
Q2 2025 Reduced 1.58%
$293B
$1.64 Billion 0.48% of portfolio
12,029
Q2 2025 Reduced 7.87%
$1.58T
$1.58 Billion 0.46% of portfolio
2,140
Q2 2025 Added 27.31%
$622B
$1.26 Billion 0.37% of portfolio
2,589
Q2 2025 Reduced 3.25%
$855B
$1.19 Billion 0.35% of portfolio
4,099
Q2 2025 Added 140.55%
$642B
$1.19 Billion 0.35% of portfolio
5,440
Q2 2025 Added 4.88%
$417B
$960 Million 0.28% of portfolio
970
Q2 2025 Added 36.43%
$1.17T
$811 Million 0.24% of portfolio
4,572
Q2 2025 Reduced 3.58%
$738B
$805 Million 0.24% of portfolio
1,032
Q2 2025 Added 65.12%
$380B
$533 Million 0.16% of portfolio
1,455
Q2 2025 Added 0.48%
$219B
$413 Million 0.12% of portfolio
2,828
Q2 2025 Added 0.28%
$250B
$355 Million 0.1% of portfolio
2,499
Q2 2025 Added 0.73%
$264B
$297 Million 0.09% of portfolio
1,088
Q2 2025 Added 6.04%
$533B
$322 Million 0.09% of portfolio
572
Q4 2024 New
$452B
$285 Million 0.08% of portfolio
2,640
Q2 2025 New
$375B
$229 Million 0.07% of portfolio
1,438
Q2 2025 Added 15.97%
$221B
$239 Million 0.07% of portfolio
1,926
Q2 2025 New
$530B
$212 Million 0.06% of portfolio
158
Q2 2025 New
$383B
$219 Million 0.06% of portfolio
4,625
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $342 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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