PWP
Prasad Wealth Partners LLC Portfolio
Invests via Prasad Wealth Partners LLC | Managed by Prasad Wealth Partners, LLC
Invests via Prasad Wealth Partners LLC
Managed by Prasad Wealth Partners, LLC
Automatically Tracked
Company Profile
Boutique wealth-management firm focused on advisory and family-office services for high-net-worth clients, Prasad Wealth Partners LLC offers investment management, financial planning and tax-aware portfolio construction. The firm positions itself as a fiduciary advisor combining discretionary asset management with goal-based planning, retirement and estate coordination, and select access to alternative strategies. Relevant to allocators and intermediaries, the firm targets personalized capital stewardship and multi-generational wealth transitions.
Boutique wealth-management firm focused on advisory and family-office services for high-net-worth clients, Prasad Wealth Partners LLC offers investment management, financial planning and tax-aware portfolio construction. The firm positions itself as a fiduciary advisor combining discretionary asset management with goal-based planning, retirement and estate coordination, and select access to alternative strategies. Relevant to allocators and intermediaries, the firm targets personalized capital stewardship and multi-generational wealth transitions.
Investment Philosophy & Strategy
Boutique wealth-management firm focused on advisory and family-office services for high-net-worth clients, Prasad Wealth Partners LLC offers investment management, financial planning and tax-aware portfolio construction. The firm positions itself as a fiduciary advisor combining discretionary asset management with goal-based planning, retirement and estate coordination, and select access to alternative strategies. Relevant to allocators and intermediaries, the firm targets personalized capital stewardship and multi-generational wealth transitions.
Boutique wealth-management firm focused on advisory and family-office services for high-net-worth clients, Prasad Wealth Partners LLC offers investment management, financial planning and tax-aware portfolio construction. The firm positions itself as a fiduciary advisor combining discretionary asset management with goal-based planning, retirement and estate coordination, and select access to alternative strategies. Relevant to allocators and intermediaries, the firm targets personalized capital stewardship and multi-generational wealth transitions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
26.16%
Gain -0.19%
Monthly
1.08%
Yearly
13.85%
Drawdown
15.71%
$419.44M
Equity
Holdings
$419.44M
Investment
$359.69M
$78.78M
Profit -$665,818.47
Realized
$19.03M
Unrealized
$59.75M
Dividends
$11.79M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$665,818.47
Win %
74%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$3.07M
Win %
74%
This Month
Compared to last month
Gain
0.97%
Profit
$4M
Win %
74%
This Year
Compared to last year
Gain
0.95%
Profit
$3.96M
Win %
73%
F Ford Motor Company
+3.09%
+$19,777.48 
C Citigroup Inc.
+2.69%
+$45,419.82 
GE General Electric Company
+2.67%
+$5,356.19 
PNC The PNC Financial Services Group, Inc.
+2.65%
+$5,513.61 
RTX RTX Corporation
+2.57%
+$12,168.55 
AZO AutoZone Inc.
+2.42%
+$10,000.8 
SLVR Sprott Silver Miners & Physical Silver ETF
+2.42%
+$15,362.7 
JPM JPMorgan Chase & Co.
+2.25%
+$29,481.4 
FITB Fifth Third Bancorp
+1.91%
+$15,469.44 
BAC Bank of America Corporation
+1.75%
+$4,580.2 
ALL Allstate Corporation
+1.69%
+$3,749.71 
PEP PepsiCo, Inc.
+1.66%
+$34,474.05 
PG Procter & Gamble Co
+1.63%
+$5,884.16 
D Dominion Energy, Inc.
+1.54%
+$3,290.24 
PEG Public Service Enterprise Group Incorporated
+1.53%
+$5,505.07 
TFSL TFS Financial Corp.
+1.47%
+$2,850.72 
RPM RPM International Inc.
+1.45%
+$3,085.61 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.45%
+$4,159.98 
JNJ Johnson & Johnson
+1.43%
+$4,797.1 
HD The Home Depot, Inc.
+1.2%
+$5,365.26 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$36,953.67 
FNCL Fidelity MSCI Financials Index ETF
+1.15%
+$3,127.5 
GS The Goldman Sachs Group, Inc.
+1.12%
+$8,837.61 
XLF Financial Select Sector SPDR Fund
+1.12%
+$2,404.36 
LLY Eli Lilly and Company
+1.11%
+$14,556.73 
FYT First Trust Small Cap Value Fund
+1.07%
+$3,219.89 
FXO First Trust Financials AlphaDEX Fund
+1.06%
+$2,271.64 
FVD First Trust Value Line Dividend Index Fund
+1.04%
+$2,641.8 
COST Costco Wholesale Corporation
+0.98%
+$11,240.34 
PH Parker-Hannifin Corporation
+0.96%
+$19,170.27 
IYF iShares U.S. Financials ETF
+0.93%
+$97,024.8 
XLRE The Real Estate Select Sector SPDR Fund
+0.88%
+$1,923.63 
SHW The Sherwin-Williams Company
+0.85%
+$3,271.67 
FTCS First Trust Capital Strength ETF
+0.83%
+$3,116.82 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.79%
+$83,782.8 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.78%
+$3,053.7 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.72%
+$3,609.64 
CAT Caterpillar Inc.
+0.7%
+$2,265.85 
SLV iShares Silver Trust
+0.69%
+$4,129.92 
ABBV AbbVie Inc.
+0.68%
+$2,589.03 
XYZ Block, Inc.
+0.68%
+$2,731.86 
AAPL Apple Inc.
+0.68%
+$21,575.4 
VTV Vanguard Value ETF
+0.64%
+$2,398.11 
V Visa Inc. Class A
+0.63%
+$12,796.68 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.6%
+$2,530.5 
TSLA Tesla, Inc.
+0.56%
+$9,218.86 
GLD SPDR Gold Shares
+0.53%
+$1,219.93 
IUSV iShares Core S&P U.S. Value ETF
+0.51%
+$1,122.3 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.5%
+$1,240.08 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$1,795.36 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$2,856.6 
SPGP Invesco S&P 500 GARP ETF
+0.41%
+$3,025 
IWD iShares Russell 1000 Value ETF
+0.4%
+$974.38 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.4%
+$1,004.64 
WM Waste Management, Inc.
+0.4%
+$991.46 
XOM Exxon Mobil Corporation
+0.4%
+$3,051.87 
ELFY ALPS Electrification Infrastructure ETF
+0.39%
+$29,175.99 
NU Nu Holdings Ltd.
+0.34%
+$4,992.15 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.31%
+$8,720.88 
RSP Invesco S&P 500 Equal Weight ETF
+0.31%
+$65,227.14 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
+0.29%
+$44,760.52 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$778 
MA Mastercard Incorporated
+0.27%
+$886.05 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.24%
+$507.5 
OHI Omega Healthcare Investors Inc.
+0.22%
+$485 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.21%
+$13,703.13 
CVS CVS Health Corporation
+0.2%
+$1,361.35 
SMTH ALPS Smith Core Plus Bond ETF
+0.18%
+$17,048.21 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.18%
+$685.26 
FPE First Trust Preferred Securities and Income ETF
+0.17%
+$14,119.89 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$1,092.49 
NVDA NVIDIA Corporation
+0.16%
+$9,198.76 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$16,144.8 
VO Vanguard Mid-Cap ETF
+0.12%
+$348.1 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.12%
+$3,198.2 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$267.65 
MARM Ftv Estus Max Buff ETF March
+0.09%
+$270.56 
ZMAY Innovator EDP ETF -1 Yr May
+0.08%
+$423.2 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$915.97 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.07%
+$4,593.15 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$6,114.48 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$2,602.82 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.06%
+$120 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.06%
+$168.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.06%
+$250.16 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$343.58 
CLOA iShares AAA CLO ETF
+0.03%
+$1,631.38 
QUAL iShares MSCI USA Quality Factor ETF
+0.02%
+$69.5 
VHT Vanguard Health Care ETF
+0.02%
+$48.31 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$700.15 
TEL TE Connectivity plc
+0.02%
+$195.07 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$82.6 
BEIGF BeiGene Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 ZJUL
ZJUL
0%
$0 NFEB
NFEB
0%
$0 NOVM
NOVM
0%
$0 ZJUN
ZJUN
0%
$0 MAYM
MAYM
0%
$0 H591
H5919C104
0%
$0 
PANW Palo Alto Networks, Inc.
-5.26%
-$15,494.13 
FTNT Fortinet Inc.
-4.33%
-$58,044.08 
MU Micron Technology, Inc.
-3.62%
-$100,275.25 
ARM Arm Holdings plc American Depositary Receipt
-3.6%
-$57,908.13 
AMD Advanced Micro Devices, Inc.
-3.22%
-$23,157.36 
INTC Intel Corporation
-3.18%
-$5,802.45 
PLTR Palantir Technologies Inc.
-3.15%
-$76,653.88 
DELL Dell Technologies Inc.
-2.78%
-$8,902.56 
LRCX Lam Research Corporation
-2.68%
-$27,089.74 
KLAC KLA Corporation
-2.68%
-$6,136.12 
NFLX Netflix, Inc.
-2.44%
-$26,834.45 
ORCL Oracle Corporation
-2.42%
-$13,147.58 
UNH UnitedHealth Group Incorporated
-2.11%
-$19,679.69 
AVGO Broadcom Inc.
-1.99%
-$10,523.22 
META Meta Platforms Inc Class A
-1.93%
-$26,022.55 
RYT Invesco S&P 500 Equal Weight ETF
-1.72%
-$246,243.2 
SPCX Space Exploration Technologies Corp. Class A
-1.7%
-$6,087.18 
FTXL First Trust Nasdaq Semiconductor ETF
-1.6%
-$11,877.6 
VGT Vanguard Information Technology ETF
-1.35%
-$2,776.95 
ADSK Autodesk, Inc.
-1.19%
-$12,890.48 
GOOGL Alphabet Inc
-1.08%
-$98,395.98 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$8,221.95 
GOOG Alphabet Inc
-0.98%
-$12,364.04 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.86%
-$10,362.3 
IBM International Business Machines Corporation
-0.8%
-$7,326.66 
BIIB Biogen Inc.
-0.78%
-$2,668.01 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.77%
-$205,165.71 
MSFT Microsoft Corp.
-0.75%
-$61,803.92 
IWF iShares Russell 1000 Growth ETF
-0.75%
-$3,378.69 
IWY iShares Russell Top 200 Growth ETF
-0.74%
-$3,853.72 
FXH First Trust Health Care AlphaDEX Fund
-0.69%
-$78,308.12 
MELI MercadoLibre, Inc.
-0.69%
-$9,728.23 
SHOP Shopify Inc.
-0.65%
-$29,615.96 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.62%
-$9,380 
AMZN Amazon.com Inc
-0.59%
-$55,241.47 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$2,423.43 
BUFQ FT Nasdaq Buffer ETF July.
-0.55%
-$17,361.74 
WYNN Wynn Resorts, Limited
-0.53%
-$1,025 
NXTG First Trust Indxx NextG ETF
-0.5%
-$1,512 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-0.47%
-$56,557.22 
EXEL Exelixis Inc.
-0.47%
-$1,770 
PAA Plains All American Pipeline, L.P.
-0.28%
-$1,092.91 
MPC Marathon Petroleum Corporation
-0.28%
-$1,775.41 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.24%
-$1,535.12 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$391.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$9,095.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$847.85 
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$314.16 
BUFF Innovator Laddered Allocation Fund
-0.14%
-$30,796.42 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.14%
-$779.52 
VOO Vanguard S&P 500 ETF
-0.12%
-$11,724.86 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$5,924.67 
IVV iShares Core S&P 500 ETF
-0.09%
-$8,587.44 
IWB iShares Russell 1000 ETF
-0.09%
-$543.4 
FFLC Fidelity Large Cap Core Fund
-0.08%
-$12,968.3 
DE Deere & Company
-0.04%
-$87.1 
FSMD Fidelity Small-Mid Multifactor ETF
-0.04%
-$3,959.36 
ETN Eaton Corporation plc
-0.03%
-$419.54 
JSI Janus Henderson Securitized Income ETF
-0.02%
-$988.72 
BALT Inn Defined Wealth Shield Mutual Fund
-0.01%
-$1,739.85 Events
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Dividends
Dividend Analysis
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No Data
| Trades 871 | Longs Won 618/871 70% | Profit Factor 9.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $449,179.55 |
| Average Win $143,978.13 | Best Trade (Oct 14) $6.75M | Sharpe Ratio -10.28 |
| Average Loss -$37,421.9 | Worst Trade (Oct 16) -$1.35M | Z-Score 9.75 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $90,448.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,340 | $2.34M | $3.22M | - | $878,268.53 | 37.57% | +0.675% |
| ABBV AbbVie Inc. | 1,338 | $305,890.93 | $381,778.23 | - | $75,887.3 | 24.81% | +0.683% |
| ADSK Autodesk, Inc. | 4,407 | $1.05M | $1.07M | - | $22,254.5 | 2.13% | -1.193% |
| ALL Allstate Corporation | 927 | $220,495 | $225,858.91 | - | $5,363.91 | 2.43% | +1.688% |
| AMD Advanced Micro Devices, Inc. | 1,278 | $154,997.69 | $695,372.58 | - | $540,374.89 | 348.63% | -3.223% |
| AMZN Amazon.com Inc | 36,584 | $8.03M | $9.26M | - | $1.24M | 15.43% | -0.593% |
| ARM Arm Holdings plc American Depositary Receipt | 6,573 | $800,737.84 | $1.55M | - | $750,358.7 | 93.71% | -3.599% |
| AVGO Broadcom Inc. | 1,534 | $353,556.11 | $517,678.98 | - | $164,122.87 | 46.42% | -1.992% |
| AZO AutoZone Inc. | 135 | $448,888.34 | $423,049.5 | - | -$25,838.84 | -5.76% | +2.421% |
| BAC Bank of America Corporation | 5,061 | $243,227.78 | $266,233.9 | - | $23,006.12 | 9.46% | +1.75% |
| BALT Inn Defined Wealth Shield Mutual Fund | 347,970 | $11.82M | $12.2M | - | $379,908.86 | 3.21% | -0.014% |
| BEIGF BeiGene Ltd. | 1,518 | $24,219.9 | $33,314.03 | - | $9,094.13 | 37.55% | 0.0 |
| BIIB Biogen Inc. | 1,450 | $203,174.76 | $338,589.5 | - | $135,414.74 | 66.65% | -0.782% |
| BRK-B Berkshire Hathaway Inc. | 6,103 | $2.93M | $3.25M | - | $311,709.1 | 10.63% | +1.152% |
| BUFF Innovator Laddered Allocation Fund | 410,619 | $18.64M | $22.27M | - | $3.63M | 19.47% | -0.138% |
| BUFQ FT Nasdaq Buffer ETF July. | 78,917 | $2.51M | $3.17M | - | $657,767.69 | 26.17% | -0.545% |
| BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF | 639,436 | $14.97M | $15.24M | - | $269,841.86 | 1.8% | +0.295% |
| C Citigroup Inc. | 13,722 | $966,314.32 | $1.74M | - | $769,793.12 | 79.66% | +2.686% |
| CAT Caterpillar Inc. | 437 | $209,121.75 | $323,740.53 | - | $114,618.78 | 54.81% | +0.705% |
| CLOA iShares AAA CLO ETF | 108,759 | $5.65M | $5.64M | - | -$7,058.65 | -0.13% | +0.029% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Prasad Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Currency Hedged MSCI EAFE ETF - $5.42M, iShares MSCI Emerging Markets ex China ETF - $5.12M, Invesco S&P 500 Equal Weight ETF - $3.46M, iShares Core S&P Total U.S. Stock Market ETF - $2.53M, and Fidelity Nasdaq Composite Index Fund - $1.2M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fiserv, Inc - $574,576.29, Shift4 Payments, Inc - $548,917.4, NVIDIA Corporation - $338,078.69, Chipotle Mexican Grill, Inc - $288,107.15, and Strategy Inc - $187,389.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Prasad Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.79M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $969,816.67, ALPS Smith Core Plus Bond ETF - $865,664.58, First Trust Preferred Securities and Income ETF - $810,746.3, Fidelity S&P 500 Dividend Aristocrats ETF - $793,960.99, and First Trust TCW Unconstrained Plus Bond ETF - $787,248.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Prasad Wealth Partners LLC's monthly returns?
Prasad Wealth Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Prasad Wealth Partners LLC's strategy be considered aggressive or moderate?
Prasad Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Prasad Wealth Partners LLC's strategy?
Prasad Wealth Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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