Prasad-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  null,
  "ONON",
  "ARM",
  "PAA",
  "GOOGL",
  "AVGO",
  null,
  null,
  null,
  "FITB",
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  "LRCX",
  null,
  null,
  null,
  "MA",
  "EXEL",
  null,
  "MSFT",
  "NU",
  null,
  "IJR",
  "ORCL",
  null,
  "IWF",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PG",
  null,
  "SHW",
  "SHOP",
  "RTX",
  "SPDW",
  "VO",
  "ACWV",
  "VIG",
  null,
  null,
  "EW",
  "AMD",
  "FI",
  "WM",
  "FOUR",
  null,
  "AMZN",
  null,
  "IVE",
  null,
  "VOO",
  "VTV",
  "V",
  null,
  "WYNN",
  "EXPI",
  "SOFI",
  "MOH",
  null,
  "CRM",
  "DIA",
  null,
  null,
  null,
  "IUSV",
  null,
  "AZO",
  "BRK-B",
  null,
  "CMG",
  "C",
  "CNXC",
  "COST",
  "CRWD",
  "CVS",
  "DELL",
  "RSP",
  "USMV",
  "IWB",
  "QQQ",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PH",
  null,
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 115
Total Value: 306248216
Accession Number: 0001765380-25-000213
Form Type: 13F-HR
CIK: prasad-wealth-partners
Manager Name: Prasad-Wealth-Partners

Data Enrichment

65% identified

75 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $306.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288638

Shares:87.1K

Value:$4.6M

% of Portfolio:1.5% ($4.6M/$306.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:24.4K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$306.2M)

NVIDIA CORP

NVDA|67066G104

Shares:31.9K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$306.2M)

72201R585

Shares:128.4K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$306.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:5.9K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$306.2M)

SHOPIFY INC.

SHOP|82509L107

Shares:25.5K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$306.2M)

33740U752

Shares:69.8K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.2M)

Apple Inc.

AAPL|037833100

Shares:9.4K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.2M)

On Holding AG

ONON|H5919C104

Shares:43.3K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$306.2M)

VISA INC.

V|92826C839

Shares:5.4K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$306.2M)

45784N858

Shares:76.1K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$306.2M)

Tesla, Inc.

TSLA|88160R101

Shares:6.7K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$306.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.7K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$306.2M)

46137V431

Shares:13.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$306.2M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:2.2K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$306.2M)

Parker-Hannifin Corp

PH|701094104

Shares:2.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:13.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$306.2M)

Nu Holdings Ltd.

NU|G6683N103

Shares:107.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$306.2M)

45783Y855

Shares:33.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$306.2M)

CITIGROUP INC

C|172967424

Shares:14.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$306.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288638)✕	87.1K	QoQ +5.21% (+4.3K) YoY-	All Managers (Combined)	$4.6M	1.5% ($4.6M/$306.2M)	QoQ +7.27% (+$310.3K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	24.4K	QoQ -0.90% (-222) YoY-	All Managers (Combined)	$3.8M	1.2% ($3.8M/$306.2M)	QoQ -19.04% (-$886.1K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	31.9K	QoQ -43.90% (-24.9K) YoY-	All Managers (Combined)	$3.5M	1.1% ($3.5M/$306.2M)	QoQ -54.72% (-$4.2M) YoY-
(cusip72201R585)✕	128.4K	QoQ +13.29% (+15.1K) YoY-	All Managers (Combined)	$3.4M	1.1% ($3.4M/$306.2M)	QoQ +15.17% (+$446.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	5.9K	QoQ -5.15% (-320) YoY-	All Managers (Combined)	$3.3M	1.1% ($3.3M/$306.2M)	QoQ -9.46% (-$344.5K) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	25.5K	QoQ -1.18% (-305) YoY-	All Managers (Combined)	$2.4M	0.8% ($2.4M/$306.2M)	QoQ -11.26% (-$309.5K) YoY-
(cusip33740U752)✕	69.8K	QoQ +16.29% (+9.8K) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.2M)	QoQ +10.48% (+$197.8K) YoY-
Apple Inc.(AAPLcusip037833100)	9.4K	QoQ +2.55% (-233) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.2M)	QoQ -9.03% (-$206.6K) YoY-
On Holding AG(ONONcusipH5919C104)	43.3K	QoQ +3.13% (-1.3K) YoY-	All Managers (Combined)	$1.9M	0.6% ($1.9M/$306.2M)	QoQ -17.29% (-$397.5K) YoY-
VISA INC.(Vcusip92826C839)	5.4K	QoQ +0.39% (+21) YoY-	All Managers (Combined)	$1.9M	0.6% ($1.9M/$306.2M)	QoQ +11.31% (+$191.9K) YoY-
(cusip45784N858)✕	76.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.8M	0.6% ($1.8M/$306.2M)	QoQ -0.83% (-$15.2K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	6.7K	QoQ -2.46% (-168) YoY-	All Managers (Combined)	$1.7M	0.6% ($1.7M/$306.2M)	QoQ -37.40% (-$1.0M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.7K	QoQ +1.74% (+46) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$306.2M)	QoQ +19.54% (+$233.1K) YoY-
(cusip46137V431)✕	13.7K	QoQ -34.33% (-7.2K) YoY-	All Managers (Combined)	$1.4M	0.4% ($1.4M/$306.2M)	QoQ -37.46% (-$822.3K) YoY-
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$306.2M)	QoQ NEW(+$1.3M) YoY-
Parker-Hannifin Corp(PHcusip701094104)	2.0K	QoQ +3.00% (-58) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.2M)	QoQ -1.53% (-$18.8K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	13.1K	QoQ -78.17% (-46.8K) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$306.2M)	QoQ -75.64% (-$3.4M) YoY-
Nu Holdings Ltd.(NUcusipG6683N103)	107.0K	QoQ +220.53% (+73.6K) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$306.2M)	QoQ +216.82% (+$749.7K) YoY-
(cusip45783Y855)✕	33.9K	QoQ +18.13% (+5.2K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$306.2M)	QoQ +17.98% (+$162.1K) YoY-
CITIGROUP INC(Ccusip172967424)	14.9K	QoQ -4.18% (-650) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$306.2M)	QoQ -3.36% (-$36.9K) YoY-