Prasad Wealth Partners, LLC Portfolio Holdings

Prasad Wealth Partners, LLC

  • $309 Billion
  • Q4 2024

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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.42T
$8.75 Billion 2.83% of portfolio
39,902
Q4 2024 New
$291B
$7.63 Billion 2.47% of portfolio
56,814
Q4 2024 New
$3.06T
$5.71 Billion 1.85% of portfolio
13,542
Q4 2024 New
$1.22T
$4.65 Billion 1.51% of portfolio
24,576
Q4 2024 New
$1.21T
$2.75 Billion 0.89% of portfolio
6,819
Q4 2024 New
$3.66T
$2.29 Billion 0.74% of portfolio
9,133
Q4 2024 New
$565B
$1.7 Billion 0.55% of portfolio
5,367
Q4 2024 New
$610B
$1.19 Billion 0.39% of portfolio
2,630
Q4 2024 New
$1.55T
$967 Million 0.31% of portfolio
1,651
Q4 2024 New
$1.23T
$805 Million 0.26% of portfolio
4,227
Q4 2024 New
$455B
$682 Million 0.22% of portfolio
4,090
Q4 2024 New
$418B
$586 Million 0.19% of portfolio
1,507
Q4 2024 New
$770B
$482 Million 0.16% of portfolio
625
Q4 2024 New
$445B
$491 Million 0.16% of portfolio
536
Q4 2024 New
$783B
$361 Million 0.12% of portfolio
1,505
Q4 2024 New
$339B
$344 Million 0.11% of portfolio
1,028
Q4 2024 New
$538B
$301 Million 0.1% of portfolio
572
Q4 2024 New
$208B
$207 Million 0.07% of portfolio
1,855
Q4 2024 New
$400B
$207 Million 0.07% of portfolio
1,235
Q4 2024 New
$371B
$200 Million 0.06% of portfolio
4,561
Q4 2024 New

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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