Puff Wealth Management, LLC Purchases in Q1 2025

Puff Wealth Management, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
81.8K
New
N/A
81.8K $1.91B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.34K
New
$87.68 - $94.52 $555K - $599K
6.34K $593M
Collaborative Investmnt Ser
11.5K
New
N/A
11.5K $287M
EQT
Eqt Corp

Energy
5.27K
New
$46.16 - $54.25 $243K - $286K
5.27K $281M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.64K
New
$27.01 - $28.54 $260K - $275K
9.64K $270M
EMLP
First Tr Exchange Traded Iv

ETFs
3.13K
+ 4.71%
$35.79 - $38.28 $112K - $120K
69.7K $2.61B
LLY
Eli Lilly & CO

Healthcare
286
New
$725.72 - $929.72 $208K - $266K
286 $236M
MA
Mastercard Inc

Financial Services
422
New
$504.67 - $576.31 $213K - $243K
422 $231M
QCOM
Qualcomm Inc

Technology
1.34K
New
$151.94 - $175.86 $204K - $236K
1.34K $206M
SO
Southern CO

Utilities
1.3K
New
$80.96 - $92.96 $105K - $121K
1.3K $120M
V
Visa Inc.

Financial Services
84
+ 3.69%
$306.92 - $362.71 $25.8K - $30.5K
2.36K $827M
FTCS
First Trust Capital Strength E

ETFs
807
+ 8.51%
$86.39 - $91.35 $69.7K - $73.7K
10.3K $922M
T
At&T Inc.

Communication Services
2.86K
New
$21.56 - $28.28 $61.6K - $80.7K
2.86K $80.7M
IEMG
Ishares Inc

ETFs
842
+ 6.07%
N/A
14.7K $794M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 34.49%
$154.33 - $206.19 $171K - $228K
4.31K $666M
SRE
Sempra Energy

Utilities
774
New
$67.85 - $87.67 $52.5K - $67.9K
774 $55.2M
XOM
Exxon Mobil Corp

Energy
59
+ 1.42%
$105.44 - $118.93 $6.22K - $7.02K
4.23K $503M
PSA
Public Storage

Real Estate
174
New
$288.99 - $313.98 $50.3K - $54.6K
174 $52.1M
MSFT
Microsoft Corp

Technology
317
+ 18.55%
$375.39 - $447.2 $119K - $142K
2.03K $761M
FTGC
First Trust Global Tactical CO

ETFs
78
+ 0.33%
$23.95 - $25.86 $1.87K - $2.02K
23.5K $600M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
654
+ 4.53%
$49.22 - $51.73 $32.2K - $33.8K
15.1K $762M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.08K
+ 1.32%
$24.5 - $24.95 $26.4K - $26.9K
82.8K $2.05B
SCHW
Schwab Charles Corp

Financial Services
361
New
$71.24 - $83.64 $25.7K - $30.2K
361 $28.3M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
443
+ 1.45%
$20.37 - $21.34 $9.02K - $9.45K
31K $656M
First Tr Exchng Traded Fd Vi
313
+ 1.52%
N/A
20.9K $424M
FDL
First Tr Morningstar Dividend

ETFs
14
+ 0.2%
$39.69 - $43.83 $556 - $614
7.03K $305M
Doubleline ETF Trust
166
+ 1.16%
N/A
14.5K $713M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
2.03K
+ 6.74%
$29.02 - $34.76 $58.9K - $70.6K
32.1K $977M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
1.25K
+ 2.61%
$14.01 - $15.76 $17.5K - $19.7K
49.2K $713M
MET
Metlife Inc

Financial Services
184
New
$77.7 - $87.0 $14.3K - $16K
184 $14.8M
STT
State Street Corp

Financial Services
129
New
$84.47 - $102.23 $10.9K - $13.2K
129 $11.6M
PRU
Prudential Financial Inc

Financial Services
89
New
$105.04 - $122.33 $9.35K - $10.9K
89 $9.95M
KEY
Keycorp

Financial Services
546
New
$15.15 - $18.3 $8.27K - $9.99K
546 $8.73M
USFR
Wisdomtree Floating Rate Treas

ETFs
109
+ 0.21%
$50.29 - $50.5 $5.48K - $5.5K
51.7K $2.6B
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 7.91%
$347.25 - $424.87 $20.1K - $24.6K
791 $290M
WFC
Wells Fargo & Company

Financial Services
28
New
$66.78 - $81.42 $1.87K - $2.28K
28 $2.02M
MS
Morgan Stanley

Financial Services
11
New
$111.68 - $141.08 $1.23K - $1.55K
11 $1.29M
FPE
First Tr Pfd Secs & Income ETF

ETFs
421
+ 0.69%
$17.53 - $17.87 $7.38K - $7.52K
61.3K $1.08B
KKR
Kkr & Co. Inc.

Financial Services
6
New
$108.17 - $167.07 $649 - $1K
6 $694K
TFC
Truist Financial Corp

Financial Services
15
New
$39.48 - $48.15 $592 - $722
15 $623K
BK
Bank Of New York Mellon Corp

Financial Services
5
New
$75.42 - $88.95 $377 - $445
5 $422K
MTB
M&T Bank Corp

Financial Services
1
New
$170.47 - $201.98 $170 - $202
1 $179K
RDVY
First Trust Rising Dividend Ac

ETFs
10
+ 0.11%
$57.22 - $63.39 $572 - $634
8.88K $520M
FTSL
First Trust Senior Ln Fund

ETFs
208
+ 0.82%
$45.65 - $46.48 $9.5K - $9.67K
25.7K $1.17B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
309
+ 4.26%
$32.49 - $37.99 $10K - $11.7K
7.56K $253M
FPX
First Trust Us Equity Opportun

ETFs
4
+ 0.22%
$106.21 - $143.53 $425 - $574
1.84K $206M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.1%
$126.86 - $146.45 $381 - $439
2.97K $378M
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.07%
$140.44 - $166.79 $281 - $334
2.73K $383M
FTHI
First Trust Exchange Traded Fd

ETFs
443
+ 0.95%
$21.62 - $23.74 $9.58K - $10.5K
47.1K $1.03B
Activity Summary
Buys All Purchases 55 New Holdings 23 Increased Positions 32 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 26 Puts 0
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