Puff Wealth Management

Puff Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Puff Wealth Management

Puff Wealth Management holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.1 $5.3M 21k 254.63
Ea Series Trust Astoria Us Quali (GQQQ) 5.9 $3.9M 131k 29.52
Spdr Series Trust Portfli Intrmdit (SPTI) 5.3 $3.5M 120k 28.90
Meta Platforms Cl A (META) 4.9 $3.2M 4.4k 734.37
NVIDIA Corporation (NVDA) 4.6 $3.0M 16k 186.58
First Tr Exchange Traded Rba Indl Etf (AIRR) 4.6 $3.0M 31k 96.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.2 $2.7M 64k 42.79
Amazon (AMZN) 3.6 $2.4M 11k 219.57
Ea Series Trust Ea Astoria Dynmc (AGGA) 3.6 $2.3M 92k 25.39
First Tr Exchange-traded No Amer Energy (EMLP) 3.5 $2.3M 60k 38.29
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $1.9M 19k 99.53
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 2.8 $1.9M 74k 25.19
Spdr Series Trust Portfolio S&p500 (SPLG) 2.7 $1.7M 22k 78.34
Ea Series Trust Astoria Us Equal (ROE) 2.2 $1.4M 42k 34.57
Investment Managers Ser Tr I Astoria Real (PPI) 1.9 $1.2M 67k 18.33
Ishares Core Msci Emkt (IEMG) 1.8 $1.2M 18k 65.92
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.8 $1.2M 25k 45.84
Nuveen Equity Premium Income Fund (BXMX) 1.7 $1.1M 78k 14.44
JPMorgan Chase & Co. (JPM) 1.7 $1.1M 3.5k 315.47
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 1.6 $1.1M 45k 23.71
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.6 $1.1M 58k 18.24
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 1.5 $1.0M 28k 35.61
Microsoft Corporation (MSFT) 1.5 $995k 1.9k 517.90
Alphabet Cap Stk Cl C (GOOG) 1.4 $942k 3.9k 243.53
Ssga Active Tr Spdr Bridgewater (ALLW) 1.4 $919k 33k 27.88
Alphabet Cap Stk Cl A (GOOGL) 1.4 $907k 3.7k 243.08
Abbvie (ABBV) 1.3 $873k 3.8k 231.55
Touchstone Etf Trust Ultra Short Incm (TUSI) 1.2 $822k 32k 25.36
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.2 $785k 16k 49.31
Visa Com Cl A (V) 1.2 $780k 2.3k 341.36
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.1 $718k 7.7k 93.64
Abbott Laboratories (ABT) 1.0 $686k 5.1k 133.94
First Tr Exchange-traded Dj Internt Idx (FDN) 0.9 $606k 2.2k 279.84
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $583k 9.0k 65.00
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.9 $582k 8.7k 67.26
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.8 $556k 21k 25.90
First Tr Exchng Traded Fd Vi Securitized Plus (DEED) 0.8 $546k 26k 21.38
Ishares Tr U.s. Tech Etf (IYW) 0.8 $515k 2.6k 195.87
Exxon Mobil Corporation (XOM) 0.7 $480k 4.3k 112.75
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $451k 2.7k 164.51
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.6 $418k 21k 19.82
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.6 $389k 5.0k 78.21
Ishares Tr Core S&p500 Etf (IVV) 0.5 $351k 524.00 669.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $347k 578.00 600.78
Chevron Corporation (CVX) 0.5 $344k 2.2k 155.25
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.5 $327k 2.9k 113.60
Tesla Motors (TSLA) 0.5 $321k 721.00 444.72
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.5 $308k 1.9k 166.13
Netflix (NFLX) 0.5 $306k 255.00 1198.92
First Tr Exchange-traded SHS (FDL) 0.5 $305k 7.0k 43.41
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $301k 3.0k 99.80
Collaborative Investmnt Ser Rareview Totl Rt (RTRE) 0.4 $289k 11k 25.41
W.W. Grainger (GWW) 0.4 $254k 266.00 952.96
Mastercard Incorporated Cl A (MA) 0.4 $250k 439.00 568.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $228k 342.00 666.63
Eli Lilly & Co. (LLY) 0.3 $226k 297.00 762.39
Wal-Mart Stores (WMT) 0.3 $221k 2.1k 103.05
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $203k 1.1k 179.36
Geopark Usd Shs (GPRK) 0.1 $83k 13k 6.37