Portfolio (Quarterly)
Guide ↗
Prasad Wealth Partners, LLC
· CIK 0002048885| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 222,641 | $8.4M | 2.25% | SOLD |
| 2 | EXPI | EXP WORLD HLDGS INC | Real Estate | 40,291 | $365K | 0.10% | SOLD |
| 3 | FOUR | SHIFT4 PMTS INC | Technology | 5,367 | $338K | 0.09% | SOLD |
| 4 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 11,872 | $311K | 0.08% | SOLD |
| 5 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 7,415 | $274K | 0.07% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 995 | $264K | 0.07% | SOLD |
| 7 | FISV | FISERV INC | Technology | 3,865 | $260K | 0.07% | SOLD |
| 8 | OIH | VANECK ETF TRUST | — | 849 | $242K | 0.07% | SOLD |
| 9 | — | FIRST TR EXCHNG TRADED FD VI | — | 6,800 | $228K | 0.06% | SOLD |
| 10 | DIS | DISNEY WALT CO | Communication Services | 1,925 | $219K | 0.06% | SOLD |
Sector Allocation
Technology
35.1%
Financial Services
18.0%
Consumer Cyclical
16.7%
Communication Services
12.6%
Industrials
5.8%
Healthcare
4.7%
Consumer Defensive
4.0%
Energy
1.4%
Utilities
0.7%
Basic Materials
0.7%