Puff Wealth Management, LLC Portfolio Holdings by Sector
Puff Wealth Management, LLC
- $77.4 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPDW AIRR SPLG SPTI EMLP PPI IEMG AVUV 29 stocks |
$31.4 Million
55.37% of portfolio
|
  12  
|
  16  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.71 Million
10.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$5.08 Million
8.97% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU QCOM 3 stocks |
$3.66 Million
6.46% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.46 Million
4.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$1.21 Million
2.13% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.15 Million
2.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXMX 1 stocks |
$1.07 Million
1.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1.06 Million
1.87% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$960,077
1.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$876,898
1.55% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$637,507
1.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$327,676
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$267,013
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$246,915
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$238,485
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$220,142
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
GPRK 1 stocks |
$94,770
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|