Puff Wealth Management, LLC Top Holdings and 13F Report (2025) About Puff Wealth Management, LLCInvestment ActivityPuff Wealth Management, LLC has $106.69 million in total holdings as of March 31, 2025.Puff Wealth Management, LLC owns shares of 84 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 52.14% of the portfolio was purchased this quarter.About 4.34% of the portfolio was sold this quarter.This quarter, Puff Wealth Management, LLC has purchased 60 new stocks and bought additional shares in 33 stocks.Puff Wealth Management, LLC sold shares of 15 stocks and completely divested from 9 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $12,152,910Reinsurance Group of America $5,375,370Public Storage $4,900,620Apple $4,621,396Morgan Stanley $3,536,391 Largest New Holdings this Quarter 759351604 - Reinsurance Group of America $5,375,370 Holding74460D109 - Public Storage $4,900,620 Holding617446448 - Morgan Stanley $3,536,391 Holding008252108 - Affiliated Managers Group $3,175,767 Holding949746101 - Wells Fargo & Company $2,916,692 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 46,492 shares (about $11.40M)Reinsurance Group of America 27,300 shares (about $5.38M)Public Storage 16,374 shares (about $4.90M)Morgan Stanley 30,311 shares (about $3.54M)Affiliated Managers Group 18,900 shares (about $3.18M) Largest Sales this Quarter First Trust NYSE Arca Biotechnology Index Fund 3,610 shares (about $614.22K)SPDR Portfolio Developed World ex-US ETF 7,282 shares (about $265.14K)SPDR Portfolio Intermediate Term Corporate Bond ETF 5,156 shares (about $171.38K)EA SERIES TRUST 3,999 shares (about $117.05K)First Trust Dow Jones Internet Index Fund 405 shares (about $89.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPuff Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$12,152,910$11,404,499 ▲1,523.8%49,54311.4%FinanceRGAReinsurance Group of America$5,375,370$5,375,370 ▲New Holding27,3005.0%FinancePSAPublic Storage$4,900,620$4,900,620 ▲New Holding16,3744.6%FinanceAAPLApple$4,621,396$22,879 ▼-0.5%20,8054.3%Computer and TechnologyMSMorgan Stanley$3,536,391$3,536,391 ▲New Holding30,3113.3%FinanceAMGAffiliated Managers Group$3,175,767$3,175,767 ▲New Holding18,9003.0%FinanceWFCWells Fargo & Company$2,916,692$2,916,692 ▲New Holding40,6282.7%FinanceSOSouthern$2,749,365$2,749,365 ▲New Holding29,9012.6%UtilitiesMTBM&T Bank$2,627,804$2,627,804 ▲New Holding14,7012.5%FinanceAIRRFirst Trust RBA American Industrial Renaissance ETF$2,615,198$201,972 ▲8.4%38,3402.5%ManufacturingEMLPFirst Trust North American Energy Infrastructure Fund$2,611,276$117,455 ▲4.7%69,6532.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,603,723$5,486 ▲0.2%51,7332.4%FinanceEA SERIES TRUST$2,497,491$117,051 ▼-4.5%85,3262.3%ASTORIA US EQUALMETAMeta Platforms$2,487,321$21,323 ▼-0.8%4,3162.3%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,414,215$171,385 ▼-6.6%72,6302.3%ETFAVUVAvantis U.S. Small Cap Value ETF$2,218,228$13,491 ▼-0.6%25,1562.1%ETFUSMUnited States Cellular$2,088,330$2,088,330 ▲New Holding30,2002.0%Computer and TechnologyUCONFirst Trust TCW Unconstrained Plus Bond ETF$2,049,340$26,705 ▲1.3%82,8021.9%ETFAMZNAmazon.com$2,037,882$33,105 ▲1.7%10,7111.9%Retail/WholesaleEA SERIES TRUST$1,909,832$1,909,832 ▲New Holding81,7891.8%ASTORIA US QUALISPTISPDR Portfolio Intermediate Term Treasury ETF$1,772,611$1,486 ▼-0.1%62,0231.7%ETFSTTState Street$1,703,669$1,703,669 ▲New Holding19,0291.6%FinanceNVDANVIDIA$1,546,988$117,915 ▲8.3%14,2741.5%Computer and TechnologyBKBank of New York Mellon$1,208,150$1,208,150 ▲New Holding14,4051.1%FinanceFTSLFirst Trust Senior Loan ETF$1,171,681$9,495 ▲0.8%25,6671.1%ManufacturingTAT&T$1,158,204$1,158,204 ▲New Holding40,9551.1%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$1,077,730$7,405 ▲0.7%61,2691.0%ETFSRESempra$1,068,546$1,068,546 ▲New Holding14,9741.0%UtilitiesWTFCWintrust Financial$1,045,878$1,045,878 ▲New Holding9,3001.0%FinancePRUPrudential Financial$1,037,401$1,037,401 ▲New Holding9,2891.0%FinanceBXMXNuveen S&P 500 Buy-Write Income Fund$1,037,336$3,936 ▲0.4%79,0651.0%Financial ServicesFTHIFirst Trust BuyWrite Income ETF$1,030,210$9,684 ▲0.9%47,1281.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,002,237$265,142 ▼-20.9%27,5260.9%ETFFTXOFirst Trust Nasdaq Bank ETF$977,303$61,712 ▲6.7%32,1480.9%ManufacturingFTCSFirst Trust Capital Strength ETF$922,166$72,343 ▲8.5%10,2870.9%ETFABBVAbbVie$869,182$86,751 ▼-9.1%4,1480.8%MedicalVVisa$827,096$29,439 ▲3.7%2,3600.8%Business ServicesIHDGWisdomTree International Hedged Quality Dividend Growth Fund$799,471$113,404 ▲16.5%18,4210.7%FinanceIEMGiShares Core MSCI Emerging Markets ETF$793,631$45,443 ▲6.1%14,7050.7%ETFKKRKKR & Co. Inc.$786,842$786,842 ▲New Holding6,8060.7%FinanceKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$761,749$33,040 ▲4.5%15,0780.7%ETFMSFTMicrosoft$760,579$119,005 ▲18.5%2,0260.7%Computer and TechnologyPPIAXS Astoria Inflation Sensitive ETF$712,834$18,098 ▲2.6%49,1950.7%ETFDMBSDoubleLine Mortgage ETF$712,769$8,143 ▲1.2%14,5310.7%ETFABTAbbott Laboratories$682,340$8,755 ▼-1.3%5,1440.6%MedicalGOOGLAlphabet$666,271$170,859 ▲34.5%4,3090.6%Computer and TechnologyDEEDFirst Trust TCW Securitized Plus ETF$655,789$9,365 ▲1.4%31,0210.6%ETFTFCTruist Financial$617,873$617,873 ▲New Holding15,0150.6%FinanceFTGCFirst Trust Global Tactical Commodity Strategy Fund$600,253$1,991 ▲0.3%23,5210.6%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$593,313$593,313 ▲New Holding6,3350.6%ETFPNFPPinnacle Financial Partners$530,200$530,200 ▲New Holding5,0000.5%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$519,741$585 ▲0.1%8,8780.5%ManufacturingXOMExxon Mobil$502,793$7,016 ▲1.4%4,2280.5%EnergyFDNFirst Trust Dow Jones Internet Index Fund$472,513$89,971 ▼-16.0%2,1270.4%ETFGOOGAlphabet$471,396$6,875 ▲1.5%3,0170.4%Computer and TechnologyFGF&G Annuities & Life$454,230$454,230 ▲New Holding12,6000.4%FinanceFIRST TR EXCHNG TRADED FD VI$424,480$6,351 ▲1.5%20,9210.4%FT ENERGY INCOMECVXChevron$398,9690.0%2,3850.4%EnergyJXNJackson Financial$393,766$393,766 ▲New Holding4,7000.4%FinanceIYWiShares U.S. Technology ETF$383,098$281 ▲0.1%2,7280.4%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$377,685$381 ▲0.1%2,9720.4%ManufacturingLNCLincoln National$344,736$344,736 ▲New Holding9,6000.3%FinanceSPGPInvesco S&P 500 GARP ETF$313,210$1,798 ▼-0.6%3,1360.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index$305,187$608 ▲0.2%7,0250.3%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$294,010$614,222 ▼-67.6%1,7280.3%ETFHDHome Depot$289,959$21,261 ▲7.9%7910.3%Retail/WholesaleCOLLABORATIVE INVESTMNT SER$287,076$287,076 ▲New Holding11,4650.3%RAREVIEW TOTL RTEQTEQT$281,320$281,320 ▲New Holding5,2650.3%EnergySCHWCharles Schwab$278,757$278,757 ▲New Holding3,5610.3%FinanceSCHDSchwab US Dividend Equity ETF$269,557$269,557 ▲New Holding9,6410.3%ETFMETMetLife$263,675$263,675 ▲New Holding3,2840.2%FinanceGWWW.W. Grainger$261,775$988 ▼-0.4%2650.2%IndustrialsSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$253,300$10,352 ▲4.3%7,5610.2%ETFRFRegions Financial$236,857$236,857 ▲New Holding10,9000.2%FinanceLLYEli Lilly and Company$236,401$236,401 ▲New Holding2860.2%MedicalNFLXNetflix$234,065$5,595 ▼-2.3%2510.2%Consumer DiscretionaryMAMastercard$231,310$231,310 ▲New Holding4220.2%Business ServicesCRMSalesforce$226,765$5,099 ▼-2.2%8450.2%Computer and TechnologyWRBW. R. Berkley$220,596$220,596 ▲New Holding3,1000.2%FinanceKEYKeyCorp$218,200$218,200 ▲New Holding13,6460.2%FinanceQCOMQUALCOMM$206,195$206,195 ▲New Holding1,3420.2%Computer and TechnologyFPXFirst Trust US Equity Opportunities ETF$205,674$447 ▲0.2%1,8410.2%ETFGPRKGeoPark$105,0400.0%13,0000.1%EnergyWWWW International$5,2260.0%10,0000.0%Consumer DiscretionarySPLGSPDR Portfolio S&P 500 ETF$0$1,518,694 ▼-100.0%00.0%ETFTSLATesla$0$289,149 ▼-100.0%00.0%Auto/Tires/TrucksUNHUnitedHealth Group$0$273,235 ▼-100.0%00.0%MedicalSPYSPDR S&P 500 ETF Trust$0$226,832 ▼-100.0%00.0%FinanceEPDEnterprise Products Partners$0$208,388 ▼-100.0%00.0%EnergyPGProcter & Gamble$0$208,297 ▼-100.0%00.0%Consumer StaplesJHMLJohn Hancock Multifactor Large Cap ETF$0$206,373 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$203,338 ▼-100.0%00.0%ETFRCLRoyal Caribbean Cruises$0$66,879 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. 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