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:
26.04%
Gain -0.61%
Monthly
1.16%
Yearly
14.88%
Drawdown
15.71%
$418.4M
Equity
Holdings
$418.4M
Investment
$359.69M
$78.47M
Profit -$2.22M
Realized
$19.76M
Unrealized
$58.71M
Dividends
$10.89M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$2.22M
Win %
75%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$2.93M
Win %
75%
This Month
Compared to last month
Gain
-0.53%
Profit
-$2.22M
Win %
75%
This Year
Compared to last year
Gain
0.88%
Profit
$3.64M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.32M 
ETN Eaton Corporation plc
+7.32%
+$107,974.34 
GOOG Alphabet Inc
+6.88%
+$84,024.26 
GOOGL Alphabet Inc
+6.73%
+$583,366.14 
FTNT Fortinet Inc.
+4.99%
+$56,718.2 
META Meta Platforms Inc Class A
+3.28%
+$32,354.38 
MSFT Microsoft Corp.
+3.02%
+$208,358.61 
NVDA NVIDIA Corporation
+2.93%
+$147,957.7 
TFSL TFS Financial Corp.
+1.99%
+$4,276.09 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,895.4 
ORCL Oracle Corporation
+1.81%
+$9,316.23 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,003.84 
PH Parker-Hannifin Corporation
+1.43%
+$28,441.9 
GE General Electric Company
+1.42%
+$3,234.29 
KLAC KLA Corporation
+1.38%
+$3,271.87 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$311,547.68 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$3,353.93 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$12,025.42 
IBM International Business Machines Corporation
+0.86%
+$7,483.3 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$129,683 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$4,147.42 
TSLA Tesla, Inc.
+0.76%
+$10,638.79 
MPC Marathon Petroleum Corporation
+0.76%
+$3,214.57 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,233.37 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$34,389.79 
VOO Vanguard S&P 500 ETF
+0.71%
+$65,498.76 
CAT Caterpillar Inc.
+0.7%
+$2,477.79 
IVV iShares Core S&P 500 ETF
+0.69%
+$61,066.24 
PLTR Palantir Technologies Inc.
+0.65%
+$9,718.38 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,835.16 
IWB iShares Russell 1000 ETF
+0.64%
+$3,689.41 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,332.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$36,380.54 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$74,751.96 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$8,174 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,357.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,030.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,789.29 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.49%
+$56,908.42 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.47%
+$2,826.99 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,124.03 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,115.5 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,050.06 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$12,626.72 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$1,211.4 
RTX RTX Corporation
+0.39%
+$2,128.56 
AVGO Broadcom Inc.
+0.37%
+$2,208.96 
PG Procter & Gamble Co
+0.37%
+$1,220.59 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11,351.58 
BAC Bank of America Corporation
+0.36%
+$1,113.42 
AZO AutoZone Inc.
+0.32%
+$1,306.79 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$3,515.84 
ZMAY Innovator EDP ETF -1 Yr May
+0.28%
+$1,565.84 
JPM JPMorgan Chase & Co.
+0.27%
+$3,675.4 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$57,486.66 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.24%
+$485.99 
JNJ Johnson & Johnson
+0.21%
+$703.31 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$556.01 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$20,878.2 
DELL Dell Technologies Inc.
+0.14%
+$379.12 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.12%
+$253.75 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$506.1 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$347.1 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$9,413.26 
C Citigroup Inc.
+0.1%
+$1,783.72 
WM Waste Management, Inc.
+0.1%
+$245.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$743.4 
ELFY ALPS Electrification Infrastructure ETF
+0.09%
+$7,358.63 
CLOA iShares AAA CLO ETF
+0.02%
+$1,087.59 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$60.5 
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 
AAPL Apple Inc.
-7.35%
-$229,016.8 
MU Micron Technology, Inc.
-5.9%
-$153,444.18 
EXEL Exelixis Inc.
-5.25%
-$17,640.01 
SHOP Shopify Inc.
-4.29%
-$134,037.75 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$9,214.98 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$10,319.1 
SLVR Sprott Silver Miners & Physical Silver ETF
-2.79%
-$17,111.3 
ABBV AbbVie Inc.
-2.51%
-$8,656.86 
BIIB Biogen Inc.
-2.4%
-$7,220.99 
SLV iShares Silver Trust
-2.13%
-$13,078.08 
NFLX Netflix, Inc.
-2%
-$22,072.28 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,808.75 
UNH UnitedHealth Group Incorporated
-1.68%
-$16,197.39 
SQ Block, Inc.
-1.64%
-$6,829.65 
LRCX Lam Research Corporation
-1.58%
-$17,136.24 
GLD SPDR Gold Shares
-1.49%
-$3,360.75 
WYNN Wynn Resorts, Limited
-1.38%
-$3,475 
F Ford Motor Company
-1.21%
-$9,368.28 
SHW The Sherwin-Williams Company
-1.16%
-$4,532.63 
DE Deere & Company
-1.13%
-$2,278 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$4,455.27 
NU Nu Holdings Ltd.
-1.1%
-$15,974.88 
INTC Intel Corporation
-1.02%
-$1,780.95 
PAA Plains All American Pipeline, L.P.
-1.01%
-$3,903.25 
XOM Exxon Mobil Corporation
-0.97%
-$6,767.19 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$1,806.42 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$57,857.66 
D Dominion Energy, Inc.
-0.8%
-$1,899.52 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$12,159.98 
VHT Vanguard Health Care ETF
-0.76%
-$1,614.59 
CVS CVS Health Corporation
-0.75%
-$5,660.35 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$21,050.4 
MA Mastercard Incorporated
-0.74%
-$2,282.25 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,660.47 
RPM RPM International Inc.
-0.7%
-$1,617.28 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$75,376.63 
NXTG First Trust Indxx NextG ETF
-0.64%
-$1,895.06 
GS The Goldman Sachs Group, Inc.
-0.63%
-$5,715.35 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$4,137.02 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$28,672.88 
LLY Eli Lilly and Company
-0.53%
-$6,424.24 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,938.51 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,195.77 
ALL Allstate Corporation
-0.49%
-$1,205.11 
PEP PepsiCo, Inc.
-0.46%
-$10,358.4 
TEL TE Connectivity plc
-0.43%
-$4,341.42 
HD The Home Depot, Inc.
-0.42%
-$2,021.09 
MELI MercadoLibre, Inc.
-0.41%
-$5,936.16 
VGT Vanguard Information Technology ETF
-0.38%
-$723.69 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,426.67 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$11,902.55 
ADSK Autodesk, Inc.
-0.33%
-$3,393.39 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.32%
-$47,957.7 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$2,503.8 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$614.89 
VTV Vanguard Value ETF
-0.27%
-$989.41 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$642.36 
FYT First Trust Small Cap Value Fund
-0.25%
-$788.75 
COST Costco Wholesale Corporation
-0.24%
-$2,683.52 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$483.75 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$861.3 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$5,756.76 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,190.22 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$20,479.87 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$8,676.05 
SMTH ALPS Smith Core Plus Bond ETF
-0.19%
-$17,805.9 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$466.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$36,567.27 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$451.76 
FITB Fifth Third Bancorp
-0.16%
-$1,450.26 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$361.69 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$11,878.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$7,873.98 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$728.32 
XLF Financial Select Sector SPDR Fund
-0.1%
-$232.68 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.09%
-$556.8 
IYF iShares U.S. Financials ETF
-0.09%
-$9,703.29 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$8,152.64 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$5,766 
VO Vanguard Mid-Cap ETF
-0.05%
-$139.24 
V Visa Inc. Class A
-0.04%
-$706.67 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$77.78 Events
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Dividends
Dividend Analysis
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| Trades 871 | Longs Won 623/871 71% | Profit Factor 11.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $433,105 |
| Average Win $138,532.69 | Best Trade (Aug 14) $6.84M | Sharpe Ratio -127.17 |
| Average Loss -$31,592.11 | Worst Trade (Sep 02) -$986,147.88 | Z-Score 11.22 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $90,088.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,340 | $2.34M | $2.89M | - | $547,632.53 | 23.43% | -7.354% |
| ABBV AbbVie Inc. | 1,338 | $305,890.93 | $335,757.72 | - | $29,866.79 | 9.76% | -2.513% |
| ADSK Autodesk, Inc. | 4,407 | $1.05M | $1.03M | - | -$13,155.74 | -1.26% | -0.328% |
| ALL Allstate Corporation | 927 | $220,495 | $244,802.15 | - | $24,307.15 | 11.02% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 1,278 | $154,997.69 | $608,519.69 | - | $453,522 | 292.6% | -1.904% |
| AMZN Amazon.com Inc | 36,584 | $8.03M | $9.94M | - | $1.91M | 23.78% | +15.321% |
| ARM Arm Holdings plc American Depositary Receipt | 6,573 | $800,737.84 | $1.58M | - | $774,744.53 | 96.75% | -0.766% |
| AVGO Broadcom Inc. | 1,534 | $353,556.11 | $597,155.52 | - | $243,599.41 | 68.9% | +0.371% |
| AZO AutoZone Inc. | 135 | $448,888.34 | $407,193.75 | - | -$41,694.59 | -9.29% | +0.322% |
| BAC Bank of America Corporation | 5,061 | $243,227.78 | $313,528.95 | - | $70,301.17 | 28.9% | +0.356% |
| BALT Inn Defined Wealth Shield Mutual Fund | 347,970 | $11.82M | $11.98M | - | $165,907.31 | 1.4% | +0.175% |
| 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 | $294,277.5 | - | $91,102.74 | 44.84% | -2.395% |
| BRK-B Berkshire Hathaway Inc. | 6,103 | $2.93M | $3.12M | - | $188,459.02 | 6.42% | +0.365% |
| BUFF Innovator Laddered Allocation Fund | 410,619 | $18.64M | $21.75M | - | $3.12M | 16.73% | +0.265% |
| BUFQ FT Nasdaq Buffer ETF July. | 78,917 | $2.51M | $3.04M | - | $529,922.15 | 21.09% | +0.417% |
| BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF | 639,436 | $14.97M | $15.12M | - | $154,743.38 | 1.03% | -0.316% |
| C Citigroup Inc. | 13,722 | $966,314.32 | $1.82M | - | $851,164.58 | 88.08% | +0.098% |
| CAT Caterpillar Inc. | 437 | $209,121.75 | $356,071.97 | - | $146,950.22 | 70.27% | +0.701% |
| CLOA iShares AAA CLO ETF | 108,759 | $5.65M | $5.65M | - | $9,255.2 | 0.16% | +0.019% |
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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 - $2.51M, and Fidelity Nasdaq Composite Index Fund - $1.17M. 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 - $344,556.69, 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 $10.89M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $941,133.62, ALPS Smith Core Plus Bond ETF - $836,879.64, Fidelity S&P 500 Dividend Aristocrats ETF - $791,261.99, First Trust Preferred Securities and Income ETF - $763,821.2, and First Trust TCW Unconstrained Plus Bond ETF - $748,523.01. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
