Filer Name: PUFF WEALTH MANAGEMENT, LLC
CIK: 2052736
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 61
Portfolio Value: $0.06B

Puff Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 20,908 $5M 9.13% - -
AIRR US FIRST TRUST RBA AMERICAN IND 35,379 $3M 4.75% - -
ROE US AST US EQ WGT QLTY KINGS ETF 89,325 $3M 4.73% - -
USFR US WISDOMTREE FLOATING RATE TRE 51,624 $3M 4.53% - -
SPIB US SPDR PORT INT CORP BOND ETF 77,786 $3M 4.44% - -
META US META PLATFORMS INC-CLASS A 4,353 $3M 4.44% - -
AVUV US AVANTIS US SMALL CAP VALUE 25,309 $2M 4.26% - -
EMLP US FIRST TRUST NORTH AMERICAN E 66,520 $2M 4.13% - -
AMZN US AMAZON.COM INC 10,537 $2M 4.03% - -
UCON US FIRST TRUST TCW UNCONSTRAINE 81,723 $2M 3.51% - -
NVDA US NVIDIA CORP 13,186 $2M 3.09% - -
SPTI US SPDR PORT INT TREASURY TERM 62,075 $2M 3.02% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 22,029 $2M 2.65% - -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 34,808 $1M 2.07% - -
FTSL US FIRST TRUST SENIOR LOAN ETF 25,459 $1M 2.05% - -
XBXMX US NUVEEN S&P 500 BUY-WR INC 78,765 $1M 1.92% - -
FTHI US FTHI/FIRST TRUST EXCHANGE-TR 46,685 $1M 1.89% - -
FPE US FT-PREFERRED SECUR & INC ETF 60,848 $1M 1.88% - -
FTXO US FIRST TRUST NASDAQ BANK ETF 30,118 $1M 1.67% - -
FBT US FIRST TRUST NYSE ARCA BIOTEC 5,338 $1M 1.55% - -
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