Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Puff Wealth Management, Llc > Profile

Instuitional Investor - Puff Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Puff Wealth Management, Llc
Portfolio Value $57,371,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 20,908 $5,235,827 9.12%
2.
First Tr Exchange-Traded Fd - RBA INDL ETF
 35,379 $2,725,580 4.75%
3.
Ea Series Trust
 89,325 $2,715,481 4.73%
4.
Wisdomtree Tr
 51,624 $2,597,694 4.52%
5.
Meta Platforms Inc.
 META 4,353 $2,548,870 4.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)