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CIK: 0002052736
Total reported value
$98.1M
$98.1M
60 檔
16.1%
During the Q4 2024 filing period, Puff Wealth Management, LLC (CIK: 0002052736) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $98.1M across 60 reported positions.
During Q4 2024, Puff Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.13% | -1.42% | — | |
| 2 | AIRR | First Trust Rba American Ind | ETF-Other | 4.75% | -0.10% | — | |
| 3 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 4.73% | +0.36% | — | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.53% | — | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.44% | -1.12% | — | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.44% | — | — | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.26% | -0.21% | — | |
| 8 | EMLP | First Trust North American E | ETF-Other | 4.13% | -0.46% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.03% | -0.47% | — | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 3.51% | -0.72% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | -0.79% | — | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.02% | -1.98% | — | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | -1.49% | — | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.07% | -0.08% | — | |
| 15 | FTSL | First Trust Senior Loan ETF | ETF-Other | 2.05% | -0.56% | — | |
| 16 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 1.92% | -1.38% | EXIT | |
| 17 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.89% | -0.42% | — | |
| 18 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.88% | -0.43% | — | |
| 19 | FTXO | First Trust Nasdaq Bank ETF | ETF-Tech | 1.67% | -0.31% | — | |
| 20 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.55% | -0.03% | — | |
| 21 | FTCS | First Trust Capital Strength | ETF-Other | 1.45% | -0.21% | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | -0.15% | — | |
| 23 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.26% | -0.31% | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.26% | -0.37% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.35% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | -0.38% | — | |
| 27 | PPI | Astoria Real Assets ETF | ETF-Other | 1.21% | +0.83% | — | |
| 28 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.20% | +1.76% | — | |
| 29 | IHDG | Wisdomtree International Hed | ETF-Other | 1.20% | — | — | |
| 30 | DEED | First Trust Securitized Plus | ETF-Other | 1.10% | -0.18% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.27% | — | |
| 32 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.07% | -0.20% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | -0.17% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 1.03% | -0.35% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.20% | — | |
| 36 | FTGC | First Trust Global Tactical | ETF-Other | 0.98% | -0.13% | — | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.91% | -0.09% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.04% | — | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.76% | — | — | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.72% | — | — | |
| 41 | EIPI | Ft Energy Income ETF | ETF-Other | 0.70% | -0.07% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.08% | — | |
| 43 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.58% | -0.08% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.10% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.28% | EXIT | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | — | — | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.49% | -0.13% | — | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.49% | +0.03% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | — | — | |
| 50 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.45% | — | — |
According to official SEC Form 13F filings, Puff Wealth Management, LLC reported a total U.S. public equity portfolio value of $98.1M across 60 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AIRR, ROE) accounted for 16.1% of total reported equity market value during Q4 2024.
During Q4 2024, Puff Wealth Management, LLC's top holdings by market value included AAPL (9.1%)、AIRR (4.8%)、ROE (4.7%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q4 2024, Puff Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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