Puff Wealth Management, LLC Incresed Positions in Q2 2025

Puff Wealth Management, LLC

  • $137 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.82K
+ 12.76%
$94.31 - $157.99 $172K - $288K
16.1K $2.54B
META
Meta Platforms, Inc.

Communication Services
203
+ 4.7%
$484.66 - $738.09 $98.4K - $150K
4.52K $3.34B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.6K
+ 53.09%
$32.66 - $40.75 $477K - $595K
42.1K $1.71B
Doubleline ETF Trust
11.3K
+ 77.5%
N/A
25.8K $1.27B
Ea Series Trust
2.02K
+ 2.47%
N/A
83.8K $2.27B
JPM
Jpmorgan Chase & CO

Financial Services
845
+ 34.59%
$210.28 - $289.91 $178K - $245K
3.29K $953M
GOOG
Alphabet Inc.

Communication Services
1.14K
+ 37.65%
$146.58 - $180.01 $167K - $204K
4.15K $737M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
3.41K
+ 6.94%
$12.75 - $16.34 $43.5K - $55.8K
52.6K $860M
NFLX
Netflix Inc

Communication Services
2
+ 0.8%
$855.86 - $1339.13 $1.71K - $2.68K
253 $339M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
2.49K
+ 3.15%
$11.71 - $13.88 $29.1K - $34.5K
81.6K $1.13B
Collaborative Investmnt Ser
3.44K
+ 30.03%
N/A
14.9K $374M
FTHI
First Trust Exchange Traded Fd

ETFs
1.7K
+ 3.61%
$19.66 - $22.85 $33.5K - $38.9K
48.8K $1.12B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.1%
$113.67 - $150.4 $341 - $451
2.98K $447M
FPX
First Trust Us Equity Opportun

ETFs
5.21K
+ 283.16%
$99.2 - $144.91 $517K - $755K
7.05K $268M
FTSL
First Trust Senior Ln Fund

ETFs
817
+ 3.18%
$44.58 - $46.07 $36.4K - $37.6K
26.5K $1.22B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.3K
+ 8.6%
$45.3 - $50.64 $58.7K - $65.6K
16.4K $804M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.49K
+ 2.43%
$16.93 - $17.81 $25.2K - $26.5K
62.8K $1.12B
RDVY
First Trust Rising Dividend Ac

ETFs
7
+ 0.08%
$51.6 - $62.74 $361 - $439
8.89K $557M
QCOM
Qualcomm Inc

Technology
161
+ 12.0%
$124.66 - $159.48 $20.1K - $25.7K
1.5K $239M
MA
Mastercard Inc

Financial Services
258K
+ 61205.92%
$479.92 - $590.74 $124M - $153M
259K $259M
USFR
Wisdomtree Floating Rate Treas

ETFs
415
+ 0.8%
$50.28 - $50.47 $20.9K - $20.9K
52.1K $2.62B
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 3.79%
$335.24 - $380.78 $10.1K - $11.4K
821 $301M
CRM
Salesforce, Inc.

Technology
14
+ 1.66%
$236.26 - $291.15 $3.31K - $4.08K
859 $234M
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.83%
$69.06 - $91.24 $207 - $274
364 $33.2M
STT
State Street Corp

Financial Services
2
+ 1.55%
$75.33 - $106.34 $151 - $213
131 $13.9M
MS
Morgan Stanley

Financial Services
2
+ 18.18%
$99.83 - $140.86 $200 - $282
13 $1.84M
WFC
Wells Fargo & Company

Financial Services
2.47K
+ 8814.29%
$60.98 - $80.12 $150K - $198K
2.5K $2.5M
PRU
Prudential Financial Inc

Financial Services
8
+ 8.99%
$95.12 - $112.71 $761 - $902
97 $10.4M
PSA
Public Storage

Real Estate
4
+ 2.3%
$266.31 - $309.77 $1.07K - $1.24K
178 $52.3M
First Tr Exchng Traded Fd Vi
328
+ 1.57%
N/A
21.2K $419M
FDL
First Tr Morningstar Dividend

ETFs
29
+ 0.41%
$38.19 - $43.19 $1.11K - $1.25K
7.05K $295M
XOM
Exxon Mobil Corp

Energy
55
+ 1.3%
$99.93 - $119.04 $5.5K - $6.55K
4.28K $462M
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.36%
$170.16 - $206.27 $2.55K - $3.09K
4.16K $773M
Activity Summary
Buys All Purchases 55 New Holdings 21 Increased Positions 34 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 26 Puts 0
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