Prasad Wealth Partners, LLC Portfolio Holdings
Q3 2025•136 long positions•$355.8M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding142 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $22.3M 6.26% | -$4.1M Sold | — 250.0K shares | 296.4K → 250.0K −$4.1M | -15.66% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $18.8M 5.28% | +$629.8K Bought | — 384.6K shares | 371.7K → 384.6K +$629.8K | +3.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $17.9M 5.04% | -$407.3K Sold | — 452.7K shares | 463.0K → 452.7K −$407.3K | -2.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.1M 4.51% | -$445.4K Sold | — 84.6K shares | 87.0K → 84.6K −$445.4K | -2.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.6M 4.11% | -$2.6M Sold | — 327.9K shares | 385.3K → 327.9K −$2.6M | -14.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.0M 3.65% | -$1.1M Sold | — 249.4K shares | 271.4K → 249.4K −$1.1M | -8.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.4M 3.49% | +$1.9M Bought | — 120.1K shares | 102.1K → 120.1K +$1.9M | +17.64% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.1M 3.39% | +$1.7M Bought | — 461.7K shares | 398.5K → 461.7K +$1.7M | +15.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.4M 2.94% | +$875.6K Bought | — 211.9K shares | 194.1K → 211.9K +$875.6K | +9.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.2M 2.86% | -$245.5K Sold | — 226.9K shares | 232.3K → 226.9K −$245.5K | -2.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.9M 2.77% | -$4.6M Sold | — 67.7K shares | 99.1K → 67.7K −$4.6M | -31.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.6M 2.7% | +$429.9K Bought | — 189.3K shares | 180.9K → 189.3K +$429.9K | +4.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.5M 2.67% | -$1.1M Sold | — 140.5K shares | 156.2K → 140.5K −$1.1M | -10.03% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.4M 2.63% | +$1.0M Bought | — 372.0K shares | 330.5K → 372.0K +$1.0M | +12.54% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $9.1M 2.55% | +$420.0K Bought | 0.0% 41.4K shares | 39.5K → 41.4K +$420.0K | +4.85% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 2.47% | -$129.5K Sold | — 229.1K shares | 232.4K → 229.1K −$129.5K | -1.45% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.5M 2.4% | +$1.2M Bought | — 163.5K shares | 140.1K → 163.5K +$1.2M | +16.68% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $8.5M 2.4% | +$8.5M New | — 297.5K shares | 0 → 297.5K +$8.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.2M 2.3% | -$432.5K Sold | — 64.6K shares | 68.0K → 64.6K −$432.5K | -5.02% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.0M 2.24% | +$773.7K Bought | — 437.8K shares | 395.4K → 437.8K +$773.7K | +10.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.0M 2.24% | -$827.9K Sold | — 11.9K shares | 13.2K → 11.9K −$827.9K | -9.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.5M 2.11% | -$863.4K Sold | — 12.3K shares | 13.7K → 12.3K −$863.4K | -10.29% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $7.4M 2.08% | -$247.1K Sold | 0.0% 14.3K shares | 14.8K → 14.3K −$247.1K | -3.23% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $6.8M 1.9% | -$424.0K Sold | 0.0% 27.8K shares | 29.5K → 27.8K −$424.0K | -5.91% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $5.4M 1.53% | -$409.9K Sold | 0.0% 29.1K shares | 31.3K → 29.1K −$409.9K | -7.02% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.2M 1.46% | +$600.3K Bought | — 95.9K shares | 84.8K → 95.9K +$600.3K | +13.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 1.1% | +$2.7K Bought | — 5.9K shares | 5.9K → 5.9K +$2.7K | +0.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 1.09% | +$441.8K Bought | — 144.4K shares | 127.9K → 144.4K +$441.8K | +12.87% | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $3.7M 1.04% | -$98.5K Sold | 0.002% 24.8K shares | 25.5K → 24.8K −$98.5K | -2.6% | $193.14B Large Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $2.6M 0.738% | -$235.7K Sold | 0.0% 5.9K shares | 6.4K → 5.9K −$235.7K | -8.24% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.7% | +$30.5K Bought | — 71.5K shares | 70.6K → 71.5K +$30.5K | +1.24% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.5M 0.699% | +$17.3K Bought | 0.0% 9.8K shares | 9.7K → 9.8K +$17.3K | +0.7% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Beverages - Non-Alcoholic Consumer Defensive | $2.3M 0.641% | -$125.3K Sold | 0.001% 16.2K shares | 17.1K → 16.2K −$125.3K | -5.21% | $192.27B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $2.1M 0.601% | -$57.1K Sold | 0.0% 11.7K shares | 12.0K → 11.7K −$57.1K | -2.6% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.7M 0.49% | -$65.5K Sold | 0.0% 5.1K shares | 5.3K → 5.1K −$65.5K | -3.62% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.7M 0.482% | -$300.3K Sold | 0.002% 107.0K shares | 125.8K → 107.0K −$300.3K | -14.91% | $77.4B Large Cap | Q4 2024 Held for 11 months | |
Apparel - Retail Consumer Cyclical | $1.6M 0.463% | -$158.1K Sold | 0.012% 38.9K shares | 42.6K → 38.9K −$158.1K | -8.76% | $13.8B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $1.6M 0.461% | -$199.4K Sold | 0.002% 2.2K shares | 2.4K → 2.2K −$199.4K | -10.85% | $95.9B Large Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.5M 0.412% | -$48.9K Sold | 0.001% 14.4K shares | 14.9K → 14.4K −$48.9K | -3.23% | $186.85B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.38% | -$32.8K Sold | — 13.7K shares | 14.0K → 13.7K −$32.8K | -2.37% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.3M 0.375% | -$236.5K Sold | 0.0% 1.8K shares | 2.1K → 1.8K −$236.5K | -15.05% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $1.3M 0.368% | -$171.8K Sold | 0.001% 3.5K shares | 4.0K → 3.5K −$171.8K | -11.59% | $145.70B Large Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.2M 0.338% | -$92.1K Sold | 0.0% 3.8K shares | 4.1K → 3.8K −$92.1K | -7.12% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.2M 0.337% | +$83.2K Bought | — 36.6K shares | 34.0K → 36.6K +$83.2K | +7.45% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $1.2M 0.337% | -$103.0K Sold | 0.0% 2.4K shares | 2.6K → 2.4K −$103.0K | -7.92% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.2M 0.324% | -$377.7K Sold | 0.0% 4.1K shares | 5.4K → 4.1K −$377.7K | -24.69% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.1M 0.314% | +$3.9K Bought | 0.0% 4.6K shares | 4.6K → 4.6K +$3.9K | +0.35% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.1M 0.296% | -$157.5K Sold | — 7.4K shares | 8.5K → 7.4K −$157.5K | -13.02% | — — | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $1.0M 0.283% | +$1.0M New | 0.0% 3.6K shares | 0 → 3.6K +$1.0M | New | $262.84B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $848.5K 0.238% | -$438.7K Sold | — 14.9K shares | 22.6K → 14.9K −$438.7K | -34.08% | — — | Q4 2024 Held for 11 months |
