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

Page 6 of 6

Sort by:

316092501

Shares:3.5K

Value:$241.6K

% of Portfolio:0.1% ($241.6K/$306.2M)

45782C417

Shares:6.7K

Value:$241.1K

% of Portfolio:0.1% ($241.1K/$306.2M)

45784N791

Shares:10.0K

Value:$237.4K

% of Portfolio:0.1% ($237.4K/$306.2M)

33740U570

Shares:7.5K

Value:$236.3K

% of Portfolio:0.1% ($236.3K/$306.2M)

Concentrix Corp

CNXC|20602D101

Shares:4.1K

Value:$230.8K

% of Portfolio:0.1% ($230.8K/$306.2M)

46432F339

QUAL|46432F339

Shares:1.3K

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$306.2M)

922908629

VO|922908629

Shares:863

Value:$223.1K

% of Portfolio:0.1% ($223.1K/$306.2M)

921908844

VIG|921908844

Shares:1.1K

Value:$221.8K

% of Portfolio:0.1% ($221.8K/$306.2M)

464287663

IUSV|464287663

Shares:2.3K

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$306.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$211.4K

% of Portfolio:0.1% ($211.4K/$306.2M)

WYNN RESORTS LTD

WYNN|983134107

Shares:2.5K

Value:$208.8K

% of Portfolio:0.1% ($208.8K/$306.2M)

33734X135

Shares:3.8K

Value:$203.7K

% of Portfolio:0.1% ($203.7K/$306.2M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:481

Value:$202.2K

% of Portfolio:0.1% ($202.2K/$306.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.2K

Value:$201.8K

% of Portfolio:0.1% ($201.8K/$306.2M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:11.8K

Value:$137.4K

% of Portfolio:0.0% ($137.4K/$306.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092501)✕	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$241.6K	0.1% ($241.6K/$306.2M)	QoQ NEW(+$241.6K) YoY-
(cusip45782C417)✕	6.7K	QoQ NEW(+6.7K) YoY-	All Managers (Combined)	$241.1K	0.1% ($241.1K/$306.2M)	QoQ NEW(+$241.1K) YoY-
(cusip45784N791)✕	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$237.4K	0.1% ($237.4K/$306.2M)	QoQ NEW(+$237.4K) YoY-
(cusip33740U570)✕	7.5K	QoQ -2.58% (-200) YoY-	All Managers (Combined)	$236.3K	0.1% ($236.3K/$306.2M)	QoQ -3.00% (-$7.3K) YoY-
Concentrix Corp(CNXCcusip20602D101)	4.1K	QoQ NEW(+4.1K) YoY-	All Managers (Combined)	$230.8K	0.1% ($230.8K/$306.2M)	QoQ NEW(+$230.8K) YoY-
(QUALcusip46432F339)	1.3K	QoQ +0.22% (-3) YoY-	All Managers (Combined)	$229.3K	0.1% ($229.3K/$306.2M)	QoQ -3.82% (-$9.1K) YoY-
(VOcusip922908629)	863	QoQ +0.23% (-2) YoY-	All Managers (Combined)	$223.1K	0.1% ($223.1K/$306.2M)	QoQ -1.86% (-$4.3K) YoY-
(VIGcusip921908844)	1.1K	QoQ -11.39% (-147) YoY-	All Managers (Combined)	$221.8K	0.1% ($221.8K/$306.2M)	QoQ -12.19% (-$30.8K) YoY-
(IUSVcusip464287663)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$216.7K	0.1% ($216.7K/$306.2M)	QoQ NEW(+$216.7K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ +0.40% (+5) YoY-	All Managers (Combined)	$211.4K	0.1% ($211.4K/$306.2M)	QoQ +2.12% (+$4.4K) YoY-
WYNN RESORTS LTD(WYNNcusip983134107)	2.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$208.8K	0.1% ($208.8K/$306.2M)	QoQ -3.08% (-$6.7K) YoY-
(cusip33734X135)✕	3.8K	QoQ -5.39% (-219) YoY-	All Managers (Combined)	$203.7K	0.1% ($203.7K/$306.2M)	QoQ -7.36% (-$16.2K) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	481	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$202.2K	0.1% ($202.2K/$306.2M)	QoQ -1.23% (-$2.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$201.8K	0.1% ($201.8K/$306.2M)	QoQ NEW(+$201.8K) YoY-
SoFi Technologies, Inc.(SOFIcusip83406F102)	11.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$137.4K	0.0% ($137.4K/$306.2M)	QoQ -24.48% (-$44.5K) YoY-