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:
1.8%
Gain
Monthly
0.1%
Yearly
1.16%
Drawdown
18.69%
$399.5M
Equity
Holdings
$399.5M
Investment
$341.95M
$63.14M
Profit -$9.22M
Realized
$5.59M
Unrealized
$57.55M
Dividends
$10.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$9.22M
Win %
79%
This Week
Compared To Last Week
Gain
-3.07%
Profit
-$12.66M
Win %
79%
This Month
Compared to last month
Gain
-2.85%
Profit
-$11.71M
Win %
79%
This Year
Compared to last year
Gain
8.94%
Profit
$32.78M
Win %
77%
BMY Bristol-Myers Squibb Company
+2.64%
+$5,304 
GE General Electric Company
+2.46%
+$7,361.28 
BIIB Biogen Inc.
+2.41%
+$7,300.75 
ABBV AbbVie Inc.
+2.06%
+$6,958.72 
MPC Marathon Petroleum Corporation
+2%
+$8,219.16 
JNJ Johnson & Johnson
+1.94%
+$6,411.7 
XOM Exxon Mobil Corporation
+1.88%
+$12,262.25 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$55,683.54 
VZ Verizon Communications Inc.
+1.79%
+$3,140 
RTX RTX Corporation
+1.56%
+$7,672.96 
D Dominion Energy, Inc.
+1.51%
+$3,627.72 
PG Procter & Gamble Co
+1.5%
+$5,244 
F Ford Motor Company
+1.45%
+$10,661.84 
OHI Omega Healthcare Investors Inc.
+1.36%
+$3,680.16 
PEP PepsiCo, Inc.
+1.36%
+$30,570.91 
UNH UnitedHealth Group Incorporated
+1.29%
+$12,436.9 
CVS CVS Health Corporation
+1.29%
+$9,643.43 
PEG Public Service Enterprise Group Incorporated
+1.25%
+$5,064.84 
PAA Plains All American Pipeline, L.P.
+1.12%
+$4,080.47 
WM Waste Management, Inc.
+1.06%
+$3,070.2 
RPM RPM International Inc.
+1.04%
+$2,350.98 
PLD Prologis Inc.
+1.04%
+$2,469.48 
COST Costco Wholesale Corporation
+1%
+$11,195.82 
LLY Eli Lilly and Company
+0.98%
+$11,850.75 
FTNT Fortinet Inc.
+0.95%
+$10,934.25 
HD The Home Depot, Inc.
+0.9%
+$4,563.54 
FVD First Trust Value Line Dividend Index Fund
+0.89%
+$2,295.76 
PH Parker-Hannifin Corporation
+0.87%
+$17,313.58 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.82%
+$2,623.38 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.79%
+$77,344.2 
XLRE The Real Estate Select Sector SPDR Fund
+0.74%
+$1,791.91 
VHT Vanguard Health Care ETF
+0.67%
+$51,501.78 
SHW The Sherwin-Williams Company
+0.65%
+$2,516.31 
VTV Vanguard Value ETF
+0.6%
+$2,205.72 
AZO AutoZone Inc.
+0.59%
+$2,457.08 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.57%
+$2,278.28 
SQ Block, Inc.
+0.57%
+$2,526.72 
NFTY First Trust India Nifty 50 Equal Weight ETF
+0.56%
+$3,407.47 
FTCS First Trust Capital Strength ETF
+0.53%
+$1,972.36 
GLD SPDR Gold Shares
+0.48%
+$1,005.37 
USMV iShares MSCI USA Min Vol Factor ETF
+0.46%
+$3,667.69 
ORCL Oracle Corporation
+0.45%
+$2,270.8 
IUSV iShares Core S&P U.S. Value ETF
+0.35%
+$919.6 
IYF iShares U.S. Financials ETF
+0.33%
+$30,704.85 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$1,778.62 
GOVT iShares U.S. Treasury Bond ETF
+0.29%
+$712.01 
SMTH ALPS Smith Core Plus Bond ETF
+0.28%
+$27,956.11 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.27%
+$17,322.6 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.27%
+$670.41 
IWD iShares Russell 1000 Value ETF
+0.25%
+$594.09 
BAC Bank of America Corporation
+0.2%
+$587.87 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.2%
+$15,902.67 
FXH First Trust Health Care AlphaDEX Fund
+0.19%
+$711.6 
TFSL TFS Financial Corp.
+0.19%
+$414.19 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$29,367.68 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.14%
+$13,962.62 
SLV iShares Silver Trust
+0.14%
+$805.33 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$16,426.9 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$345.78 
FYT First Trust Small Cap Value Fund
+0.13%
+$412.06 
VO Vanguard Mid-Cap ETF
+0.07%
+$191.18 
OIH VanEck Oil Services ETF
+0.07%
+$131.75 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$305.81 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$283.46 
EXEL Exelixis Inc.
+0.02%
+$100 
FNCL Fidelity MSCI Financials Index ETF
+0.01%
+$34.75 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$1,147.87 
BEIGF BeiGene Ltd.
0%
$0 
H5919C104
0%
$0 
JSI Janus Henderson Securitized Income ETF
0%
$0 
MARM Ftv Estus Max Buff ETF March
0%
$0 
NFEB
0%
$0 
NOVM
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-9.91%
-$110,754.87 
AMD Advanced Micro Devices, Inc.
-4.84%
-$37,014.46 
LRCX Lam Research Corporation
-4.06%
-$47,405.82 
META Meta Platforms Inc Class A
-3.37%
-$44,133.38 
FTXL First Trust Nasdaq Semiconductor ETF
-2.91%
-$22,936.24 
PLTR Palantir Technologies Inc.
-2.83%
-$40,629.6 
NVDA NVIDIA Corporation
-2.72%
-$147,880.8 
ARM Arm Holdings plc American Depositary Receipt
-2.67%
-$49,062.99 
TSLA Tesla, Inc.
-2.51%
-$55,259.73 
AVGO Broadcom Inc.
-2.39%
-$13,988.85 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.29%
-$281,379.12 
MELI MercadoLibre, Inc.
-2.28%
-$27,997.2 
SHOP Shopify Inc.
-2.2%
-$69,412.75 
GOOG Alphabet Inc
-2.17%
-$32,601.6 
GOOGL Alphabet Inc
-2.14%
-$200,731.46 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$5,814.36 
FITB Fifth Third Bancorp
-2.1%
-$20,616.25 
IWY iShares Russell Top 200 Growth ETF
-2%
-$10,104.72 
GS The Goldman Sachs Group, Inc.
-1.99%
-$19,109.46 
VGT Vanguard Information Technology ETF
-1.97%
-$5,472 
MSFT Microsoft Corp.
-1.97%
-$117,054.14 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$8,453.24 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.84%
-$6,441.62 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$13,939.2 
FOUR Shift4 Payments, Inc.
-1.76%
-$6,353.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$7,403.88 
IBM International Business Machines Corporation
-1.71%
-$14,380.84 
CAT Caterpillar Inc.
-1.67%
-$6,369.96 
NU Nu Holdings Ltd.
-1.63%
-$22,714.42 
PWR Quanta Services Inc.
-1.51%
-$3,523.95 
C Citigroup Inc.
-1.5%
-$27,199.26 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.48%
-$383,413.16 
WYNN Wynn Resorts, Limited
-1.47%
-$3,600 
NXTG First Trust Indxx NextG ETF
-1.33%
-$3,860.98 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.23%
-$18,272.15 
TEL TE Connectivity plc
-1.22%
-$11,967.15 
MU Micron Technology, Inc.
-1.08%
-$28,548.58 
V Visa Inc. Class A
-1.08%
-$19,752.23 
BUFQ FT Nasdaq Buffer ETF July.
-1%
-$32,224.92 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$2,956.44 
SLVR Sprott Silver Miners & Physical Silver ETF
-0.93%
-$5,444.39 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.89%
-$4,410.56 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-0.88%
-$84,901.23 
FFLC Fidelity Large Cap Core Fund
-0.83%
-$128,115.4 
IVV iShares Core S&P 500 ETF
-0.81%
-$72,280.71 
VOO Vanguard S&P 500 ETF
-0.81%
-$74,418.66 
AMZN Amazon.com Inc
-0.79%
-$73,215.6 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$38,734.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$86,650.83 
IWB iShares Russell 1000 ETF
-0.77%
-$4,495.05 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$12,899.92 
MA Mastercard Incorporated
-0.7%
-$2,083.56 
AAPL Apple Inc.
-0.7%
-$22,371.86 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.69%
-$141,243.84 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.69%
-$4,167.62 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.51%
-$1,880.01 
FSMD Fidelity Small-Mid Multifactor ETF
-0.5%
-$50,303.34 
BUFF Innovator Laddered Allocation Fund
-0.43%
-$91,596.12 
ETN Eaton Corporation plc
-0.41%
-$6,214.32 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$969.5 
BALT Inn Defined Wealth Shield Mutual Fund
-0.3%
-$4,632.81 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.27%
-$773.95 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$1,915.2 
SPGP Invesco S&P 500 GARP ETF
-0.19%
-$1,449.12 
JPM JPMorgan Chase & Co.
-0.14%
-$1,838.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.13%
-$328.43 
ADSK Autodesk, Inc.
-0.12%
-$1,131.3 
ZDEK Innovator Equity Defined Protection ETF
-0.06%
-$693.91 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$4,672.97 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.05%
-$202.24 Events
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Dividends
Dividend Analysis
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No Data
| Trades 726 | Longs Won 523/726 72% | Profit Factor 10.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,512.42 |
| Average Win $133,412.36 | Best Trade (Jul 15) $6.36M | Sharpe Ratio -10.28 |
| Average Loss -$32,682.68 | Worst Trade (Jul 10) -$761,919.04 | Z-Score 14.67 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $86,969.8 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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