Puff Wealth Management, LLC Portfolio Holdings

Puff Wealth Management, LLC

  • $107 Billion
  • Q1 2025

Puff Wealth Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.62B, First Tr Exchange Traded Iv with a value of $2.61B, First Tr Vi Rba Amern Indl Ren with a value of $2.62B, Wisdomtree Floating Rate Treas with a value of $2.6B, and Ea Series Trust with a value of $2.5B.

Examining the 13F form we can see an increase of $49.3B in the current position value, from $57.4B to 107B.

Puff Wealth Management, LLC is based out at Haddonfield, NJ

Below you can find more details about Puff Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
Financial Services: $40.8 Billion
ETFs: $30.8 Billion
Technology: $7.36 Billion
Communication Services: $7.11 Billion
Real Estate: $4.9 Billion
Utilities: $3.82 Billion
Consumer Cyclical: $2.33 Billion
Healthcare: $1.79 Billion
Other: $1.55 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $107 Billion
  • Prior Value $57.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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