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Puff Wealth Management

Latest statistics and disclosures from Puff Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002052736

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Positions held by Puff Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Puff Wealth Management

Puff Wealth Management holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	9.2	$5.2M	21k	250.42	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	4.8	$2.7M	35k	77.04	View chart
Ea Series Trust Astoria Us Equal (ROE)	4.8	$2.7M	89k	30.40	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	4.6	$2.6M	52k	50.32	View chart
Meta Platforms Cl A (META)	4.5	$2.5M	4.4k	585.54	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	4.5	$2.5M	78k	32.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.3	$2.4M	25k	96.53	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	4.2	$2.4M	67k	35.65	View chart
Amazon (AMZN)	4.1	$2.3M	11k	219.39	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	3.5	$2.0M	82k	24.65	View chart
NVIDIA Corporation (NVDA)	3.1	$1.8M	13k	134.29	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	3.0	$1.7M	62k	27.88	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.7	$1.5M	22k	68.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$1.2M	35k	34.13	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	2.1	$1.2M	26k	46.24	View chart
Nuveen Equity Premium Income Fund (BXMX)	1.9	$1.1M	79k	13.99	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	1.9	$1.1M	47k	23.27	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.9	$1.1M	61k	17.70	View chart
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)	1.7	$958k	30k	31.81	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	1.6	$887k	5.3k	166.21	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$833k	9.5k	87.82	View chart
Abbvie (ABBV)	1.4	$811k	4.6k	177.69	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.3	$724k	14k	50.21	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$724k	14k	52.22	View chart
Microsoft Corporation (MSFT)	1.3	$720k	1.7k	421.42	View chart
Visa Com Cl A (V)	1.3	$719k	2.3k	316.02	View chart
Investment Managers Ser Tr I Axs Astoria Infl (PPI)	1.2	$695k	48k	14.49	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.2	$691k	14k	48.10	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.2	$687k	16k	43.47	View chart
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED)	1.1	$632k	31k	20.68	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.1	$616k	2.5k	243.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$607k	3.2k	189.32	View chart
Abbott Laboratories (ABT)	1.0	$589k	5.2k	113.11	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$566k	3.0k	190.41	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.0	$561k	23k	23.93	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.9	$524k	8.9k	59.14	View chart
Exxon Mobil Corporation (XOM)	0.8	$448k	4.2k	107.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$435k	2.7k	159.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$414k	3.0k	139.35	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.7	$402k	21k	19.48	View chart
Chevron Corporation (CVX)	0.6	$345k	2.4k	144.82	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$331k	3.2k	104.86	View chart
Tesla Motors (TSLA)	0.5	$289k	716.00	403.84	View chart
salesforce (CRM)	0.5	$289k	864.00	334.33	View chart
Home Depot (HD)	0.5	$285k	733.00	388.74	View chart
First Tr Morningstar Divid L SHS (FDL)	0.5	$282k	7.0k	40.26	View chart
W.W. Grainger (GWW)	0.5	$280k	266.00	1054.05	View chart
UnitedHealth (UNH)	0.5	$273k	540.00	505.99	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$260k	7.3k	35.85	View chart
Netflix (NFLX)	0.4	$229k	257.00	891.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$227k	387.00	586.13	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$220k	1.8k	119.48	View chart
Enterprise Products Partners (EPD)	0.4	$208k	6.6k	31.36	View chart
Procter & Gamble Company (PG)	0.4	$208k	1.2k	167.71	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.4	$206k	3.0k	69.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$203k	345.00	589.39	View chart
Geopark Usd Shs (GPRK)	0.2	$121k	13k	9.27	View chart
Royal Caribbean Cruises (RCL)	0.1	$67k	16k	4.32	View chart
JPMorgan Chase & Co. Call Option (JPM)	0.1	$63k	3.1k	20.71	View chart
Ww Intl (WW)	0.0	$13k	10k	1.27	View chart

Past Filings by Puff Wealth Management

SEC 13F filings are viewable for Puff Wealth Management going back to 2024

Puff Wealth Management 2024 Q4 filed Jan. 30, 2025

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