Prasad Wealth Partners, LLC Portfolio Holdings by Sector
Prasad Wealth Partners, LLC
- $359 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ONEQ HEFA RSP RYT STIP KNG OUSM ITOT 59 stocks |
$210 Million
69.04% of portfolio
|
31
|
22
|
9
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$18.8 Million
6.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL FOUR SQ 5 stocks |
$11.5 Million
3.79% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$9.85 Million
3.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$9.21 Million
3.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU AVGO AMD INTC QCOM 6 stocks |
$7.54 Million
2.48% of portfolio
|
2
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU C JPM BAC 4 stocks |
$4.62 Million
1.52% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP MSTR CRM 3 stocks |
$4.3 Million
1.41% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ETN 2 stocks |
$2.95 Million
0.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2.63 Million
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.49 Million
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SOFI 3 stocks |
$2.39 Million
0.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$2.28 Million
0.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$1.65 Million
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV 2 stocks |
$1.54 Million
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ BIIB 3 stocks |
$1.22 Million
0.4% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.2 Million
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$1.19 Million
0.39% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
BGNE EXEL 2 stocks |
$929,842
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB TFSL 2 stocks |
$920,084
0.3% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$809,813
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW RPM 2 stocks |
$657,026
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$639,523
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$597,060
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$591,816
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
EXPI 1 stocks |
$442,986
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$426,316
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$423,134
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$420,581
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$320,675
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$298,686
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PAA 1 stocks |
$254,345
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$244,668
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$231,811
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI 1 stocks |
$223,671
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$202,427
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Entertainment | Communication Services
DIS 1 stocks |
$201,657
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|