Puff Wealth Management, LLC Portfolio Holdings by Sector
Puff Wealth Management, LLC
- $107 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AIRR EMLP USFR SPIB AVUV UCON SPTI FTSL 30 stocks |
$30.8 Million
30.65% of portfolio
|
23
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC JPM WFC 4 stocks |
$15.1 Million
15.01% of portfolio
|
3
|
1
|
2
|
- |
2
Calls
0
Puts
|
|
Asset Management | Financial Services
AMG STT BK BXMX KKR STT KKR BK 8 stocks |
$7.91 Million
7.88% of portfolio
|
8
|
- |
7
|
- |
4
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$5.38 Million
5.35% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB WTFC TFC PNFP RF KEY KEY TFC 9 stocks |
$5.28 Million
5.26% of portfolio
|
9
|
- |
9
|
- |
6
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PSA 2 stocks |
$4.9 Million
4.88% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.62 Million
4.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW SCHW MS 4 stocks |
$3.82 Million
3.8% of portfolio
|
4
|
- |
4
|
- |
2
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$3.62 Million
3.61% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
USM T T 3 stocks |
$3.25 Million
3.23% of portfolio
|
3
|
- |
3
|
- |
2
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO SO 2 stocks |
$2.75 Million
2.74% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU JXN LNC MET MET PRU 6 stocks |
$2.04 Million
2.03% of portfolio
|
6
|
- |
6
|
- |
4
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.04 Million
2.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$1.75 Million
1.75% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$1.11 Million
1.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE SRE 2 stocks |
$1.07 Million
1.06% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1.06 Million
1.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$901,762
0.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$760,579
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$682,340
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT GPRK 2 stocks |
$386,360
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$289,959
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$261,775
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$234,065
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$226,765
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$220,596
0.22% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
WW 1 stocks |
$5,226
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|