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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33738R118

Shares:13.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$306.2M)

Meta Platforms, Inc.

META|30303M102

Shares:1.7K

Value:$969.0K

% of Portfolio:0.3% ($969.0K/$306.2M)

FISERV INC

FI|337738108

Shares:4.2K

Value:$933.9K

% of Portfolio:0.3% ($933.9K/$306.2M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:8.7K

Value:$930.0K

% of Portfolio:0.3% ($930.0K/$306.2M)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:2.8K

Value:$917.4K

% of Portfolio:0.3% ($917.4K/$306.2M)

46429B697

USMV|46429B697

Shares:9.1K

Value:$853.5K

% of Portfolio:0.3% ($853.5K/$306.2M)

33740F581

Shares:30.0K

Value:$849.6K

% of Portfolio:0.3% ($849.6K/$306.2M)

Eaton Corp plc

ETN|G29183103

Shares:3.1K

Value:$846.9K

% of Portfolio:0.3% ($846.9K/$306.2M)

46137V100

Shares:6.9K

Value:$807.1K

% of Portfolio:0.3% ($807.1K/$306.2M)

Alphabet Inc.

GOOG|02079K107

Shares:4.7K

Value:$740.8K

% of Portfolio:0.2% ($740.8K/$306.2M)

ORACLE CORP

ORCL|68389X105

Shares:5.2K

Value:$725.3K

% of Portfolio:0.2% ($725.3K/$306.2M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:17.5K

Value:$687.5K

% of Portfolio:0.2% ($687.5K/$306.2M)

33737M409

Shares:13.6K

Value:$675.3K

% of Portfolio:0.2% ($675.3K/$306.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:711

Value:$672.7K

% of Portfolio:0.2% ($672.7K/$306.2M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.9K

Value:$668.5K

% of Portfolio:0.2% ($668.5K/$306.2M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:13.3K

Value:$667.3K

% of Portfolio:0.2% ($667.3K/$306.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.4K

Value:$645.9K

% of Portfolio:0.2% ($645.9K/$306.2M)

46429B267

Shares:27.4K

Value:$629.4K

% of Portfolio:0.2% ($629.4K/$306.2M)

EXELIXIS, INC.

EXEL|30161Q104

Shares:16.0K

Value:$590.7K

% of Portfolio:0.2% ($590.7K/$306.2M)

464287432

Shares:6.1K

Value:$551.5K

% of Portfolio:0.2% ($551.5K/$306.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738R118)✕	13.9K	QoQ +6.07% (-798) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$306.2M)	QoQ -0.47% (-$4.9K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.7K	QoQ +1.81% (+30) YoY-	All Managers (Combined)	$969.0K	0.3% ($969.0K/$306.2M)	QoQ +0.23% (+$2.3K) YoY-
FISERV INC(FIcusip337738108)	4.2K	QoQ -2.49% (-108) YoY-	All Managers (Combined)	$933.9K	0.3% ($933.9K/$306.2M)	QoQ +4.82% (-$43.0K) YoY-
ARM HOLDINGS PLC /UK(ARMcusip042068205)	8.7K	QoQ +7.53% (-610) YoY-	All Managers (Combined)	$930.0K	0.3% ($930.0K/$306.2M)	QoQ -6.91% (-$69.1K) YoY-
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	2.8K	QoQ NEW(+2.8K) YoY-	All Managers (Combined)	$917.4K	0.3% ($917.4K/$306.2M)	QoQ NEW(+$917.4K) YoY-
(USMVcusip46429B697)	9.1K	QoQ -2.73% (-256) YoY-	All Managers (Combined)	$853.5K	0.3% ($853.5K/$306.2M)	QoQ +2.60% (-$21.6K) YoY-
(cusip33740F581)✕	30.0K	QoQ -0.78% (-239) YoY-	All Managers (Combined)	$849.6K	0.3% ($849.6K/$306.2M)	QoQ -5.69% (-$51.3K) YoY-
Eaton Corp plc(ETNcusipG29183103)	3.1K	QoQ +5.62% (-166) YoY-	All Managers (Combined)	$846.9K	0.3% ($846.9K/$306.2M)	QoQ -13.45% (-$131.7K) YoY-
(cusip46137V100)✕	6.9K	QoQ -88.36% (-52.6K) YoY-	All Managers (Combined)	$807.1K	0.3% ($807.1K/$306.2M)	QoQ -88.18% (-$6.0M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	4.7K	QoQ +12.18% (-515) YoY-	All Managers (Combined)	$740.8K	0.2% ($740.8K/$306.2M)	QoQ -7.98% (-$64.3K) YoY-
ORACLE CORP(ORCLcusip68389X105)	5.2K	QoQ +26.82% (+1.1K) YoY-	All Managers (Combined)	$725.3K	0.2% ($725.3K/$306.2M)	QoQ +6.39% (+$43.6K) YoY-
FIFTH THIRD BANCORP(FITBcusip316773100)	17.5K	QoQ +2.84% (-486) YoY-	All Managers (Combined)	$687.5K	0.2% ($687.5K/$306.2M)	QoQ -4.64% (-$33.5K) YoY-
(cusip33737M409)✕	13.6K	QoQ -39.02% (-8.7K) YoY-	All Managers (Combined)	$675.3K	0.2% ($675.3K/$306.2M)	QoQ -44.87% (-$549.7K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	711	QoQ +32.64% (+175) YoY-	All Managers (Combined)	$672.7K	0.2% ($672.7K/$306.2M)	QoQ +36.90% (+$181.3K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.9K	QoQ +1.33% (+25) YoY-	All Managers (Combined)	$668.5K	0.2% ($668.5K/$306.2M)	QoQ +4.42% (+$28.3K) YoY-
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	13.3K	QoQ -2.01% (-274) YoY-	All Managers (Combined)	$667.3K	0.2% ($667.3K/$306.2M)	QoQ -18.41% (-$150.6K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.4K	QoQ +8.24% (-105) YoY-	All Managers (Combined)	$645.9K	0.2% ($645.9K/$306.2M)	QoQ -0.70% (-$4.6K) YoY-
(cusip46429B267)✕	27.4K	QoQ -90.88% (-273.0K) YoY-	All Managers (Combined)	$629.4K	0.2% ($629.4K/$306.2M)	QoQ -90.88% (-$6.3M) YoY-
EXELIXIS, INC.(EXELcusip30161Q104)	16.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$590.7K	0.2% ($590.7K/$306.2M)	QoQ +10.87% (+$57.9K) YoY-
(cusip464287432)✕	6.1K	QoQ +111.22% (+3.2K) YoY-	All Managers (Combined)	$551.5K	0.2% ($551.5K/$306.2M)	QoQ +120.18% (+$301.0K) YoY-