Prasad Wealth Partners, LLC
CIK 2048885 · Holdings on Dec 31, 2024 · First reported Feb 4, 2025
Top ten holdings
Q4 2024- ONEQ8.74%
- ITOT7.62%
- JAAA5.65%
- BUFF5.43%
- HEFA4.17%
- SMTH4.03%
- RSPT3.49%
- UCON3.39%
- IVV3.18%
- AMZN2.83%
Share classes counted separately48.53%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ONEQFIDELITY NASDAQ COMP INDXNASDAQ COMPSIT View history and evidence | $27.00M | 8.74% | 355.04K shares | Prior unavailable — | — | ↗▾ |
| 02 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $23.57M | 7.62% | 183.22K shares | Prior unavailable — | — | ↗▾ |
| 03 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $17.46M | 5.65% | 344.22K shares | Prior unavailable — | — | ↗▾ |
| 04 | BUFFINNOVATOR LADDERED ALLOCATIOLADERD ALCTN PWR View history and evidence | $16.79M | 5.43% | 373.88K shares | Prior unavailable — | — | ↗▾ |
| 05 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $12.88M | 4.17% | 370.58K shares | Prior unavailable — | — | ↗▾ |
| 06 | SMTHALPS SMTH COR BD PLUS ETFSMITH CORE PLUS View history and evidence | $12.45M | 4.03% | 487.84K shares | Prior unavailable — | — | ↗▾ |
| 07 | RSPTINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL TEC View history and evidence | $10.78M | 3.49% | 288.03K shares | Prior unavailable — | — | ↗▾ |
| 08 | UCONFIRST TRUST SMITH UNCONSTRAITCW UNCONSTRAI View history and evidence | $10.48M | 3.39% | 425.22K shares | Prior unavailable — | — | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $9.81M | 3.18% | 16.67K shares | Prior unavailable — | — | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $8.75M | 2.83% | 39.90K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2048885 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 309079819
}Research all 113 reported holdings.
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