Prasad Wealth Partners, LLC
CIK: 0002048885SEC EDGAR →
Portfolio Value
$374.8M
Holdings
145
As of
Q4 2025
New Positions
145
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY COMWLTH TR | 248,186 | $22.7M | 6.05% |
| 2 | INNOVATOR ETFS TRUST | 392,553 | $19.6M | 5.22% |
| 3 | ISHARES TR | 435,920 | $18.0M | 4.81% |
| 4 | INVESCO EXCHANGE TRADED FD T | 88,880 | $17.0M | 4.54% |
| 5 | INVESCO EXCHANGE TRADED FD T | 325,724 | $14.8M | 3.95% |
| 6 | FIDELITY COVINGTON TRUST | 254,316 | $13.6M | 3.62% |
| 7 | ISHARES TR | 115,459 | $11.8M | 3.15% |
| 8 | ALPS ETF TR | 387,020 | $10.1M | 2.69% |
| 9 | ISHARES TR | 67,017 | $10.0M | 2.66% |
| 10 | ISHARES INC | 135,432 | $9.8M | 2.63% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (145)
$22.7M · 248K shares
$19.6M · 393K shares
$18.0M · 436K shares
$17.0M · 89K shares
$14.8M · 326K shares
$13.6M · 254K shares
$11.8M · 115K shares
$10.1M · 387K shares
$10.0M · 67K shares
$9.8M · 135K shares
$9.6M · 381K shares
$9.6M · 189K shares
$9.1M · 311K shares
$9.0M · 39K shares
$8.6M · 83K shares
$8.5M · 27K shares
$8.4M · 65K shares
$8.4M · 223K shares
$8.4M · 190K shares
$8.2M · 449K shares
$8.1M · 12K shares
$7.9M · 13K shares
$7.5M · 140K shares
$6.9M · 24K shares
$6.8M · 14K shares
$6.0M · 132K shares
$5.6M · 107K shares
$5.0M · 27K shares
$4.2M · 156K shares
$4.1M · 6K shares
$3.9M · 24K shares
$2.9M · 11K shares
$2.6M · 5K shares
$2.6M · 6K shares
$2.6M · 72K shares
$2.3M · 16K shares
$2.0M · 76K shares
$1.9M · 11K shares
$1.8M · 5K shares
$1.8M · 2K shares
$1.8M · 38K shares
$1.7M · 104K shares
$1.6M · 14K shares
$1.4M · 4K shares
$1.3M · 14K shares
$1.3M · 39K shares
$1.3M · 2K shares
$1.3M · 4K shares
$1.2M · 4K shares
$1.1M · 1K shares
$1.1M · 4K shares
$1.1M · 1K shares
$881K · 3K shares
$814K · 17K shares
$798K · 4K shares
$790K · 13K shares
$770K · 7K shares
$753K · 8K shares
$728K · 22K shares
$727K · 6K shares
$708K · 806 shares
$696K · 12K shares
$693K · 1K shares
$672K · 12K shares
$634K · 2K shares
$631K · 313 shares
$630K · 10K shares
$622K · 4K shares
$567K · 3K shares
$565K · 9K shares
$555K · 7K shares
$545K · 2K shares
$544K · 2K shares
$531K · 1K shares
$530K · 4K shares
$509K · 1K shares
$492K · 2K shares
$463K · 4K shares
$461K · 3K shares
$460K · 2K shares
$458K · 135 shares
$456K · 3K shares
$451K · 6K shares
$445K · 10K shares
$438K · 10K shares
$412K · 8K shares
$410K · 5K shares
$399K · 2K shares
$396K · 3K shares
$396K · 837 shares
$368K · 1K shares
$367K · 10K shares
$364K · 40K shares
$356K · 5K shares
$350K · 4K shares
$349K · 8K shares
$339K · 4K shares
$337K · 5K shares
$336K · 3K shares
$330K · 579 shares
$326K · 2K shares
$317K · 2K shares
$310K · 12K shares
$307K · 2K shares
$304K · 4K shares
$300K · 3K shares
$300K · 1K shares
$280K · 10K shares
$278K · 487 shares
$274K · 7K shares
$274K · 7K shares
$272K · 15K shares
$270K · 3K shares
$270K · 1K shares
$268K · 1K shares
$268K · 1K shares
$263K · 995 shares
$259K · 4K shares
$256K · 5K shares
$256K · 5K shares
$255K · 1K shares
$251K · 11K shares
$251K · 867 shares
$250K · 2K shares
$250K · 8K shares
$241K · 849 shares
$239K · 6K shares
$237K · 5K shares
$231K · 482 shares
$229K · 304 shares
$228K · 7K shares
$226K · 2K shares
$225K · 568 shares
$224K · 8K shares
$219K · 2K shares
$217K · 2K shares
$217K · 1K shares
$216K · 5K shares
$215K · 2K shares
$214K · 707 shares
$210K · 683 shares
$210K · 4K shares
$204K · 3K shares
$204K · 8K shares
$157K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $288.9M | 77.1% |
| Technology | 19 | $28.0M | 7.5% |
| Unknown | 14 | $17.2M | 4.6% |
| Consumer Cyclical | 7 | $14.9M | 4.0% |
| Communication Services | 4 | $11.4M | 3.0% |
| Industrials | 6 | $4.3M | 1.2% |
| Consumer Defensive | 3 | $3.9M | 1.0% |
| Healthcare | 7 | $3.6M | 1.0% |
| Energy | 3 | $1.0M | 0.3% |
| Real Estate | 2 | $601K | 0.2% |
| Basic Materials | 2 | $594K | 0.2% |
| Utilities | 1 | $410K | 0.1% |