Puff Wealth Management

Puff Wealth Management as of Dec. 31, 2024

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