Prasad Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Prasad Wealth Partners, LLC reported 113 stock positions worth $309.1 million. Its top holding was Fidelity Nasdaq Comp Indx (ONEQ) at 8.7% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 7.6%) and Janus Henderson Aaa Clo ETF (JAAA, 5.6%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002048885
- Portfolio Value
- $309.1M (Q4 2024)
- SEC Filing
- 0001765380-25-000040 ↗ filed Feb 4, 2025
Holdings Value
Holdings 113 stocks · $309.1M
| ONEQ Fidelity Nasdaq Comp Indx | 8.74% | 355,038 | $27.0M | — |
| ITOT iShares Core S&P Total U.S. | 7.62% | 183,225 | $23.6M | — |
| JAAA Janus Henderson Aaa Clo ETF | 5.65% | 344,220 | $17.5M | — |
| BUFF Innovator Laddered Allocatio | 5.43% | 373,880 | $16.8M | — |
| HEFA Isha Curr Hedged MSCI Eafe | 4.17% | 370,577 | $12.9M | — |
| SMTH Alps SMTH Cor BD Plus ETF | 4.03% | 487,842 | $12.4M | — |
| RSPT Invesco S&P 500 Equal Weight | 3.49% | 288,031 | $10.8M | — |
| UCON First Trust Smith Unconstrai | 3.39% | 425,223 | $10.5M | — |
| IVV iShares Core S&P 500 ETF | 3.18% | 16,671 | $9.8M | — |
| AMZN Amazon.com Inc. | 2.83% | 39,902 | $8.8M | — |
| VOO Vanguard S&P 500 ETF | 2.70% | 15,477 | $8.3M | — |
| NVDA Nvidia Corp. | 2.47% | 56,814 | $7.6M | — |
| FPE FT-Preferred Secur & Inc. ETF | 2.38% | 415,820 | $7.4M | — |
| NFTY First Trust India Nifty 50 E | 2.37% | 130,780 | $7.3M | — |
| OUSM Alps Oshares US Small-Cap Qu | 2.37% | 167,268 | $7.3M | — |
| RSP Invesco S&P 500 Equal Weight | 2.36% | 41,707 | $7.3M | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 2.36% | 145,152 | $7.3M | — |
| XLRE SS Real Estate Select Sector | 2.35% | 178,269 | $7.3M | — |
| GOVT iShares US Treasury Bond ETF | 2.23% | 300,397 | $6.9M | — |
| PPA Invesco Aerospace & Defense | 2.21% | 59,514 | $6.8M | — |
| MSFT Microsoft Corp. | 1.85% | 13,542 | $5.7M | — |
| GOOGL Alphabet Inc. Class A | 1.51% | 24,576 | $4.7M | — |
| PLTR Palantir Technologies Inc. Class A | 1.46% | 59,826 | $4.5M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.38% | 82,752 | $4.3M | — |
| SRLN SS Blackstone Sr Loan ETF | 1.33% | 98,479 | $4.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 6,209 | $3.6M | — |
| PYLD PIMCO Multisector Bond Actv | 0.95% | 113,348 | $2.9M | — |
| TSLA Tesla Inc. | 0.89% | 6,819 | $2.8M | — |
| SHOP Shopify Inc. Class A | 0.89% | 25,843 | $2.7M | — |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.74% | 41,955 | $2.3M | — |
| AAPL Apple Inc. | 0.74% | 9,133 | $2.3M | — |
| SPGP Invesco S&P 500 Garp ETF | 0.71% | 20,928 | $2.2M | — |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.61% | 59,990 | $1.9M | — |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.59% | 76,135 | $1.8M | — |
| V Visa Inc. Class A | 0.55% | 5,367 | $1.7M | — |
| FOUR SHIFT4 Payments Inc. Class A | 0.51% | 15,310 | $1.6M | — |
| PH Parker Hannifin Corp. | 0.40% | 1,932 | $1.2M | — |
| FYT First Trust Small Cap Val | 0.40% | 22,270 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 2,630 | $1.2M | — |
| C Citigroup Inc. | 0.35% | 15,550 | $1.1M | — |
| TDIV FT Nasdaq Tech DVD Index FD | 0.33% | 13,135 | $1.0M | — |
| ARM Arm Holdings PLC-ADR | 0.32% | 8,099 | $999K | — |
| ETN Eaton Corp. PLC | 0.32% | 2,949 | $979K | — |
| META Meta Platforms Inc. Class A | 0.31% | 1,651 | $967K | — |
| BALT Inn Defined Wealth Shield | 0.29% | 28,675 | $901K | — |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.29% | 30,271 | $901K | — |
| FISV Fiserv Inc. | 0.29% | 4,337 | $891K | — |
| FTNT Fortinet Inc. | 0.27% | 8,842 | $835K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 9,368 | $832K | — |
| CMG Chipotle Mexican Grill Inc. | 0.26% | 13,565 | $818K | — |
| GOOG Alphabet Inc. Class C | 0.26% | 4,227 | $805K | — |
| FITB Fifth Third Bancorp | 0.23% | 17,053 | $721K | — |
| ORCL Oracle Corp. | 0.22% | 4,090 | $682K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,273 | $651K | — |
| WEN The Wendy's Co. | 0.21% | 39,573 | $645K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 1,871 | $640K | — |
| HD Home Depot Inc. | 0.19% | 1,507 | $586K | — |
| IJH iShares Core S&P Midcap ETF | 0.18% | 9,173 | $572K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.18% | 6,896 | $558K | — |
| EXEL Exelixis Inc. | 0.17% | 16,000 | $533K | — |
| XYZ Block Inc. | 0.16% | 5,929 | $504K | — |
| IVE iShares S&P 500 Value ETF | 0.16% | 2,632 | $502K | — |
| IWY iShares Russell Top 200 Grow | 0.16% | 2,134 | $502K | — |
| COST Costco Wholesale Corp. | 0.16% | 536 | $491K | — |
| IWB iShares Russell 1000 ETF | 0.16% | 1,521 | $490K | — |
| LLY Eli Lilly & Co. | 0.16% | 625 | $482K | — |
| AZO AutoZone Inc. | 0.14% | 135 | $432K | — |
| FTCS First Trust Capital Strength | 0.13% | 4,653 | $409K | — |
| SHW The Sherwin-Williams Co. | 0.12% | 1,085 | $369K | — |
| IJR iShares Core S&P Small-Cap E | 0.12% | 3,162 | $364K | — |
| JPM JPMorgan Chase & Co. | 0.12% | 1,505 | $361K | — |
| DELL Dell Technologies -C | 0.12% | 3,089 | $356K | — |
| FXH First Trust Health Care Alph | 0.11% | 3,386 | $353K | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.11% | 33,376 | $346K | — |
| GS Goldman Sachs Group Inc. | 0.11% | 601 | $344K | — |
| CRM Salesforce Inc. | 0.11% | 1,028 | $344K | — |
| LRCX Lam Research Corp. | 0.11% | 4,702 | $340K | — |
| WM Waste Management Inc. | 0.11% | 1,667 | $336K | — |
| IWF iShares Russell 1000 Growth | 0.11% | 833 | $335K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.11% | 9,686 | $331K | — |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,202 | $325K | — |
| RTX RTX Corp. | 0.10% | 2,693 | $312K | — |
| FTXL First Trust Nasdaq Semicondu | 0.10% | 3,564 | $311K | — |
| AMD Advanced Micro Devices | 0.10% | 2,567 | $310K | — |
| CVS CVS Health Corp. | 0.10% | 6,814 | $306K | — |
| AVGO Broadcom Inc. | 0.10% | 1,318 | $306K | — |
| MA Mastercard Inc. Class A | 0.10% | 572 | $301K | — |
| IGRO iShares Intl Div Growth ETF | 0.09% | 4,220 | $287K | — |
| PAA Plains All Amer Pipeline LP | 0.09% | 16,391 | $280K | — |
| OIH Vaneck Oil Services ETF | 0.09% | 1,027 | $279K | — |
| EW Edwards Lifesciences Corp. | 0.09% | 3,745 | $277K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,637 | $277K | — |
| RPM RPM International Inc. | 0.09% | 2,215 | $273K | — |
| ACWV iShares MSCI Global Min Vol | 0.08% | 2,345 | $256K | — |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 1,290 | $253K | — |
| TLT iShares 20+ Year Treasury BD | 0.08% | 2,868 | $250K | — |
| JULM FT Vest US Eq Max Buf July | 0.08% | 7,750 | $244K | — |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 1,339 | $238K | — |
| EEMV iShares MSCI Emg MKT Min Vol | 0.08% | 4,085 | $237K | — |
| INTC Intel Corp. | 0.08% | 11,672 | $234K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 861 | $227K | — |
| BIIB Biogen Inc. | 0.07% | 1,450 | $222K | — |
| OHI Omega Healthcare Investors | 0.07% | 5,842 | $221K | — |
| FXO First Trust Financial Alphad | 0.07% | 4,063 | $220K | — |
| WYNN WYNN Resorts Ltd. | 0.07% | 2,500 | $215K | — |
| PG The Procter & Gamble Co. | 0.07% | 1,235 | $207K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,855 | $207K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.07% | 481 | $205K | — |
| SDVY First Trust Smid Cap Rising | 0.07% | 5,615 | $201K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 4,561 | $200K | — |
| CAT Caterpillar Inc. | 0.06% | 552 | $200K | — |
| SOFI Sofi Technologies Inc. | 0.06% | 11,812 | $182K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 12,557 | $124K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $415.6M | ONEQ, BUFF, RSP, FFLC, BUFY |
| Q1 2026 | 146 | $367.4M | ONEQ, BUFF, HEFA, RSP, RSPT |
| Q4 2025 | 145 | $374.8M | ONEQ, BUFF, HEFA, RSP, RSPT |
| Q3 2025 | 140 | $358.8M | ONEQ, BUFF, HEFA, RSP, RSPT |
| Q2 2025 | 123 | $341.5M | ONEQ, HEFA, BUFF, RSP, RSPT |
| Q1 2025 | 115 | $306.2M | ONEQ, ITOT, JAAA, BUFF, HEFA |
| Q4 2024 | 113 | $309.1M | ONEQ, ITOT, JAAA, BUFF, HEFA |