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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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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