Puff Wealth Management, LLC Top Holdings and 13F Report (2025) About Puff Wealth Management, LLCInvestment ActivityPuff Wealth Management, LLC has $57.37 million in total holdings as of December 31, 2024.Puff Wealth Management, LLC owns shares of 60 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $5,235,827First Trust RBA American Industrial Renaissance ETF $2,725,580EA SERIES TRUST $2,715,481WisdomTree Bloomberg Floating Rate Treasury Fund $2,597,694Meta Platforms $2,548,870 Sector AllocationMap of 500 Largest Holdings ofPuff Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$5,235,82720,9089.1%Computer and TechnologyAIRRFirst Trust RBA American Industrial Renaissance ETF$2,725,58035,3794.8%ManufacturingEA SERIES TRUST$2,715,48189,3254.7%ASTORIA US EQUALUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,597,69451,6244.5%FinanceMETAMeta Platforms$2,548,8704,3534.4%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,548,26077,7864.4%ETFAVUVAvantis U.S. Small Cap Value ETF$2,443,10325,3094.3%ETFEMLPFirst Trust North American Energy Infrastructure Fund$2,371,43766,5204.1%ETFAMZNAmazon.com$2,311,72010,5374.0%Retail/WholesaleUCONFirst Trust TCW Unconstrained Plus Bond ETF$2,014,48381,7233.5%ETFNVDANVIDIA$1,770,71313,1863.1%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$1,730,66562,0753.0%ETFSPLGSPDR Portfolio S&P 500 ETF$1,518,69422,0292.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,188,01234,8082.1%ETFFTSLFirst Trust Senior Loan ETF$1,177,23025,4592.1%ManufacturingBXMXNuveen S&P 500 Buy-Write Income Fund$1,101,92678,7651.9%Financial ServicesFTHIFirst Trust BuyWrite Income ETF$1,086,35146,6851.9%ETFFPEFirst Trust Preferred Securities and Income ETF$1,077,00660,8481.9%ETFFTXOFirst Trust Nasdaq Bank ETF$958,00230,1181.7%ManufacturingFBTFirst Trust NYSE Arca Biotechnology Index Fund$887,2115,3381.5%ETFFTCSFirst Trust Capital Strength ETF$832,5509,4801.5%ETFABBVAbbVie$810,6004,5621.4%MedicalKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$724,25114,4241.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$723,92813,8631.3%ETFMSFTMicrosoft$720,2001,7091.3%Computer and TechnologyVVisa$719,2672,2761.3%Business ServicesPPIAXS Astoria Inflation Sensitive ETF$694,73347,9461.2%ETFDMBSDoubleLine Mortgage ETF$690,93514,3651.2%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$687,15915,8081.2%FinanceDEEDFirst Trust TCW Securitized Plus ETF$632,36030,5781.1%ETFJPMJPMorgan Chase & Co.$628,5093,0511.1%FinanceFDNFirst Trust Dow Jones Internet Index Fund$615,7062,5321.1%ETFGOOGLAlphabet$606,5693,2041.1%Computer and TechnologyABTAbbott Laboratories$589,2785,2101.0%MedicalGOOGAlphabet$566,0922,9731.0%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$560,98123,4431.0%ManufacturingRDVYFirst Trust NASDAQ Rising Dividend Achievers$524,4318,8680.9%ManufacturingXOMExxon Mobil$448,4464,1690.8%Oils/EnergyIYWiShares U.S. Technology ETF$434,9202,7260.8%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$413,7282,9690.7%ManufacturingFIRST TR EXCHNG TRADED FD VI$401,46720,6080.7%FT ENERGY INCOMECVXChevron$345,3912,3850.6%Oils/EnergySPGPInvesco S&P 500 GARP ETF$330,7403,1540.6%ETFTSLATesla$289,1497160.5%Auto/Tires/TrucksCRMSalesforce$288,8618640.5%Computer and TechnologyHDHome Depot$284,9457330.5%Retail/WholesaleFDLFirst Trust Morningstar Dividend Leaders Index$282,2707,0110.5%ETFGWWW.W. Grainger$280,3772660.5%Industrial ProductsUNHUnitedHealth Group$273,2355400.5%MedicalSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$259,9667,2520.5%ETFNFLXNetflix$229,0702570.4%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$226,8323870.4%FinanceFPXFirst Trust US Equity Opportunities ETF$219,4901,8370.4%ETFEPDEnterprise Products Partners$208,3886,6450.4%Oils/EnergyPGProcter & Gamble$208,2971,2420.4%Consumer StaplesJHMLJohn Hancock Multifactor Large Cap ETF$206,3732,9630.4%ETFIVViShares Core S&P 500 ETF$203,3383450.4%ETFGPRKGeoPark$120,51013,0000.2%Oils/EnergyRCLRoyal Caribbean Cruises$66,87915,4830.1%Consumer DiscretionaryWWWW International$12,70010,0000.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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