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CIK: 0002048885
Total reported value
$415.6M
$415.6M
113 檔
23.5%
In Q4 2024, Prasad Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $415.6M, distributed across 113 disclosed stock positions.
During Q4 2024, Prasad Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 8.74% | +0.42% | — | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.62% | -1.14% | — | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.65% | -1.77% | — | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.43% | -0.15% | — | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.17% | -4.43% | — | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 4.03% | -0.45% | — | |
| 7 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.49% | -0.68% | — | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-Other | 3.39% | -0.25% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +0.06% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | — | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | +0.06% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.01% | — | |
| 13 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.38% | -0.23% | — | |
| 14 | NFTY | First Trust India Nifty 50 E | ETF-Other | 2.37% | -0.02% | — | |
| 15 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.37% | — | — | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.36% | +0.27% | — | |
| 17 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.36% | — | — | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.35% | — | — | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.23% | -0.01% | — | |
| 20 | PPA | Invesco Aerospace & Defense | ETF-Other | 2.21% | -0.01% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.12% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.16% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.46% | -0.09% | — | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.38% | -0.51% | — | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.33% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | — | — | |
| 27 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.95% | -0.08% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | -0.11% | — | |
| 29 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.89% | -0.12% | — | |
| 30 | ✓ | On Holding AG | Stock-Other | 0.74% | -0.03% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.74% | -0.02% | — | |
| 32 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.71% | — | — | |
| 33 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.61% | -0.04% | — | |
| 34 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.59% | -0.03% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | — | |
| 36 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.51% | -0.08% | EXIT | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.40% | -0.01% | — | |
| 38 | FYT | First Trust Small Cap Val | ETF-Small Cap | 0.40% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.07% | — | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.35% | +0.04% | — | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.33% | +0.02% | — | |
| 42 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.32% | +0.27% | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.32% | +0.02% | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.06% | — | |
| 45 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.29% | +2.47% | — | |
| 46 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.29% | — | — | |
| 47 | FISV | Fiserv Inc | Stock-Other | 0.29% | — | — | |
| 48 | FTNT | Fortinet Inc | Stock-Tech | 0.27% | +0.11% | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.27% | -0.02% | — | |
| 50 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.26% | — | — |
According to official SEC Form 13F filings, Prasad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $415.6M across 113 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ONEQ, ITOT, JAAA) accounted for 23.5% of total reported equity market value during Q4 2024.
During Q4 2024, Prasad Wealth Partners, LLC's top holdings by market value included ONEQ (8.7%)、ITOT (7.6%)、JAAA (5.7%). The largest single position, ONEQ, represented 8.7% of total portfolio value.
In Q4 2024, Prasad Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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