Puff Wealth Management, LLC Portfolio Holdings

Puff Wealth Management, LLC

  • $57.4 Billion
  • Q4 2024

Puff Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $57.4 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.24B, First Tr Vi Rba Amern Indl Ren with a value of $2.73B, Ea Series Trust with a value of $2.72B, Wisdomtree Floating Rate Treas with a value of $2.6B, and Meta Platforms, Inc. with a value of $2.55B.

Examining the 13F form we can see an increase of $57.4B in the current position value.

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 $57.4 Billion
ETFs: $32.9 Billion
Technology: $8.02 Billion
Communication Services: $3.95 Billion
Consumer Cyclical: $2.97 Billion
Financial Services: $2.45 Billion
Healthcare: $1.67 Billion
Energy: $1.12 Billion
Industrials: $280 Million
Other: $208 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$5.24 Billion 9.13% of portfolio
20,908
Q4 2024 New
$1.54T
$2.55 Billion 4.44% of portfolio
4,353
Q4 2024 New
$2.39T
$2.31 Billion 4.03% of portfolio
10,537
Q4 2024 New
$311B
$1.77 Billion 3.09% of portfolio
13,186
Q4 2024 New
$0
$1.1 Billion 1.92% of portfolio
78,765
Q4 2024 New
$311B
$811 Million 1.41% of portfolio
4,562
Q4 2024 New
$3.09T
$720 Million 1.26% of portfolio
1,709
Q4 2024 New
$561B
$719 Million 1.25% of portfolio
2,276
Q4 2024 New
$787B
$619 Million 1.08% of portfolio
2,581
Q4 2024 New
$1.2T
$607 Million 1.06% of portfolio
3,204
Q4 2024 New
$226B
$589 Million 1.03% of portfolio
5,210
Q4 2024 New
$1.23T
$566 Million 0.99% of portfolio
2,973
Q4 2024 New
$457B
$448 Million 0.78% of portfolio
4,169
Q4 2024 New
$306B
$345 Million 0.6% of portfolio
2,385
Q4 2024 New
$344B
$289 Million 0.5% of portfolio
864
Q4 2024 New
$1.26T
$289 Million 0.5% of portfolio
716
Q4 2024 New
$56.9B
$280 Million 0.49% of portfolio
266
Q4 2024 New
$510B
$273 Million 0.48% of portfolio
540
Q4 2024 New
$433B
$229 Million 0.4% of portfolio
257
Q4 2024 New
$74.1B
$208 Million 0.36% of portfolio
6,645
Q4 2024 New
$397B
$208 Million 0.36% of portfolio
1,242
Q4 2024 New
$565M
$121 Million 0.21% of portfolio
13,000
Q4 2024 New
$70.1B
$66.9 Million 0.12% of portfolio
15,483
Q4 2024 New
$76.7M
$12.7 Million 0.02% of portfolio
10,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $57.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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