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PUFF WEALTH MANAGEMENT, LLC

13F
PUFF WEALTH MANAGEMENT, LLC
Last update 2025-04-16 100 Stocks (23 new)
Value $107.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(4.33%)AIRR(2.45%)EMLP(2.45%)USFR(2.44%)ROE(2.34%)
Summary Stock Picks Current Portfolio
PUFF WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31 View Full List
Ticker
JPM CALL
RGA CALL
PSA CALL
AAPL
MS CALL
AMG CALL
WFC CALL
SO CALL
MTB CALL
AIRR
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM CALL
JPMorgan Chase & Co
47,100
11,553.6
0%
10.830
0%
0.000
+25.27%
+21.35%
787,080.5
Banks
RGA CALL
Reinsurance Group of America Inc
27,300
5,375.4
0%
5.040
0%
0.040
+6.25%
-8.77%
12,767.8
Insurance
PSA CALL
Public Storage
16,200
4,848.5
0%
4.540
0%
0.010
-0.24%
-2.75%
50,076.9
REITs
AAPL
Apple Inc
20,805
4,621.4
-0.49%
4.330
-0.04%
0.000
+9.14%
-15.24%
3,162,611.9
Hardware
MS CALL
Morgan Stanley
30,300
3,535.1
0%
3.310
0%
0.000
+28.81%
+11.25%
221,123.3
Capital Markets
AMG CALL
Affiliated Managers Group Inc
18,900
3,175.8
0%
2.980
0%
0.070
+30.23%
+9.58%
5,760.3
Asset Management
WFC CALL
Wells Fargo & Co
40,600
2,914.7
0%
2.730
0%
0.000
+24.34%
+13.82%
254,795.5
Banks
SO CALL
Southern Co
28,600
2,629.8
0%
2.460
0%
0.000
+3.72%
+14.95%
102,373.0
Utilities - Regulated
MTB CALL
M&T Bank Corp
14,700
2,627.6
0%
2.460
0%
0.010
+23.02%
+4.71%
31,146.5
Banks
AIRR
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
38,340
2,615.2
+8.37%
2.450
+0.19%
0.080
+25.18%
+8.46%
4,203.4
 

PUFF WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

PUFF WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-2.65%
●
64.88 ($69.16) 72.1
$73.21
5.86%
Sold Out
0
-22,029
GQQQ
Astoria US Quality Growth Kings ETF
2025-03-31
New Buy
New Buy
+1.79%
●
23.25 ($25.38) 26.86
$27.16
7.01%
New holding
81,789
81,789
FBT
First Trust NYSE Arca Biotechnology Index Fund
First Trust NYSE Arca Biotechnology Index Fund
2025-03-31
Reduce
Reduce
-1.05%
●
164.86 ($173.67) 182.19
$164.43
-5.32%
Reduce -67.63%
1,728
-3,610
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
New Buy
New Buy
+0.56%
●
87.68 ($92.03) 94.57
$92.37
0.37%
New holding
6,335
6,335
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-0.50%
●
222.15 ($333.26) 428.22
$319.50
-4.13%
Sold Out
0
-716
UNH
UnitedHealth Group Inc
2025-03-31
Sold Out
Sold Out
-0.48%
●
461.52 ($511.2) 548.18
$293.00
-42.68%
Sold Out
0
-540
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-0.43%
●
33.84 ($36.14) 37.77
$39.91
10.45%
Reduce -20.92%
27,526
-7,282
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Sold Out
Sold Out
-0.40%
●
551.42 ($587.78) 612.93
$622.61
5.92%
Sold Out
0
-387
JHML
John Hancock Multifactor Large Cap ETF
John Hancock Multifactor Large Cap ETF
2025-03-31
Sold Out
Sold Out
-0.36%
●
66.07 ($70.32) 73.03
$73.54
4.58%
Sold Out
0
-2,963
EPD
Enterprise Products Partners LP
2025-03-31
Sold Out
Sold Out
-0.36%
●
31.75 ($33.3) 34.14
$31.32
-5.93%
Sold Out
0
-6,645

PUFF WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

PUFF WEALTH MANAGEMENT, LLC's Asset Allocation

To

PUFF WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PUFF WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

PUFF WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PUFF WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

PUFF WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

PUFF WEALTH MANAGEMENT, LLC News

  • 1

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