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The Analysis of PUFF WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, PUFF WEALTH MANAGEMENT, LLC holds 70 types of securities in its portfolio with a total value $77.4M. In the most recent quarter, they have increased their positions in TSEL (+43.5K shares, valued at $1.2M), AGGA (+45.3K shares, valued at $1.1M), GQQQ (+36.6K shares, valued at $1.1M); decreased their positions in SPTI (-42.3K shares, valued at $1.2M), AIRR (-3.0K shares, valued at $307.0K), EMLP (-6.6K shares, valued at $253.1K); initiated new positions in TSEL (+43.5K shares, valued at $1.2M), DMBS (+21.3K shares, valued at $1.1M), PYLD (+33.0K shares, valued at $882.1K).

1M P&L

+2.6M+3.46%

3M P&L

+4.0M+5.35%

HY P&L

+7.3M+10.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A52.6M

70.7%

2Consumer Electronics5.7M

7.7%

3Semiconductors3.7M

4.9%

Top Industries by Stock Count

1N/A45 stocks

68.2%

2Semiconductors3 stocks

4.5%

3Drug Manufacturers - General2 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC21.1K shares0.51%2025-12-312026-01-07

GQQQ EA SERIES TRUST167.6K shares27.91%2025-12-312026-01-07

SPDW SPDR INDEX SHS FDS77.9K shares21.75%2025-12-312026-01-07

AGGA EA SERIES TRUST137.6K shares49.14%2025-12-312026-01-07

NVDA NVIDIA CORPORATION16.6K shares1.96%2025-12-312026-01-07

AIRR FIRST TR EXCHANGE TRADED FD28.2K shares-9.68%2025-12-312026-01-07

META META PLATFORMS INC4.1K shares-6.60%2025-12-312026-01-07

SPYM SPDR SERIES TRUST30.9K shares38.60%2025-12-312026-01-07

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AMZN AMAZON COM INC10.9K shares0.83%2025-12-312026-01-07

SPTI SPDR SERIES TRUST77.5K shares-35.28%2025-12-312026-01-07

EMLP FIRST TR EXCHANGE-TRADED FD53.3K shares-11.06%2025-12-312026-01-07

PPI INVESTMENT MANAGERS SER TR I104.5K shares55.69%2025-12-312026-01-07

ROE EA SERIES TRUST54.2K shares30.83%2025-12-312026-01-07

IEMG ISHARES INC27.8K shares53.09%2025-12-312026-01-07

TUSI TOUCHSTONE ETF TRUST72.4K shares123.51%2025-12-312026-01-07

AVUV AMERICAN CENTY ETF TR17.3K shares-10.96%2025-12-312026-01-07

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UCON FIRST TR EXCHNG TRADED FD VI64.5K shares-12.71%2025-12-312026-01-07

ALPHABET INC ALPHABET INC3.9K shares0.49%2025-12-312026-01-07

TSEL TOUCHSTONE ETF TRUST43.5K sharesnew addition2025-12-312026-01-07

ALPHABET INC ALPHABET INC3.8K shares1.74%2025-12-312026-01-07

JPM JPMORGAN CHASE & CO.3.5K shares0.83%2025-12-312026-01-07

ALLW SSGA ACTIVE TR40.1K shares21.61%2025-12-312026-01-07

FTSL FIRST TR EXCHANGE-TRADED FD23.6K shares-6.88%2025-12-312026-01-07

BXMX NUVEEN S&P 500 BUY-WRITE INC72.8K shares-6.50%2025-12-312026-01-07

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DMBS DOUBLELINE ETF TRUST21.3K sharesnew addition2025-12-312026-01-07

FTHI FIRST TR EXCHANGE TRADED FD42.0K shares-7.51%2025-12-312026-01-07

FPE FIRST TR EXCH TRADED FD III53.9K shares-7.38%2025-12-312026-01-07

MSFT MICROSOFT CORP2.0K shares5.67%2025-12-312026-01-07

PYLD PIMCO ETF TR33.0K sharesnew addition2025-12-312026-01-07

RTRE COLLABORATIVE INVESTMNT SER34.7K shares204.38%2025-12-312026-01-07

ABBV ABBVIE INC3.8K shares0.53%2025-12-312026-01-07

FTXO FIRST TR EXCHANGE TRADED FD22.4K shares-20.99%2025-12-312026-01-07

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V VISA INC2.3K shares0.70%2025-12-312026-01-07

KNG FIRST TR EXCHANGE-TRADED FD14.8K shares-7.22%2025-12-312026-01-07

ABT ABBOTT LABS5.1K shares0.23%2025-12-312026-01-07

SPYI NEOS ETF TRUST11.6K sharesnew addition2025-12-312026-01-07

MLPA GLOBAL X FDS12.5K sharesnew addition2025-12-312026-01-07

QQQI NEOS ETF TRUST11.2K sharesnew addition2025-12-312026-01-07

RDVY FIRST TR EXCHANGE TRADED FD8.1K shares-6.52%2025-12-312026-01-07

KBWB INVESCO EXCH TRADED FD TR II6.6K shares32.62%2025-12-312026-01-07

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FDN FIRST TR EXCHANGE-TRADED FD2.1K shares-1.89%2025-12-312026-01-07

FTCS FIRST TR EXCHANGE-TRADED FD6.1K shares-20.65%2025-12-312026-01-07

RDFI COLLABORATIVE INVESTMNT SER23.1K sharesnew addition2025-12-312026-01-07

FTGC FIRST TR EXCHANGE TRAD FD VI23.0K shares7.11%2025-12-312026-01-07

XOM EXXON MOBIL CORP4.3K shares1.13%2025-12-312026-01-07

DEED FIRST TR EXCHNG TRADED FD VI21.5K shares-15.85%2025-12-312026-01-07

IBIT ISHARES BITCOIN TRUST ETF9.0K shares0.00%2025-12-312026-01-07

EIPI FIRST TR EXCHNG TRADED FD VI21.4K shares1.58%2025-12-312026-01-07

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IVV ISHARES TR525 shares0.19%2025-12-312026-01-07

INVESCO QQQ TR INVESCO QQQ TR584 shares1.04%2025-12-312026-01-07

CVX CHEVRON CORP NEW2.2K shares0.90%2025-12-312026-01-07

LLY ELI LILLY & CO314 shares5.72%2025-12-312026-01-07

SPGP INVESCO EXCHANGE TRADED FD T2.9K shares0.03%2025-12-312026-01-07

TSLA TESLA INC748 shares3.74%2025-12-312026-01-07

MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-01-07

FDL FIRST TR EXCHANGE-TRADED FD6.9K shares-2.45%2025-12-312026-01-07

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FPX FIRST TR EXCHANGE-TRADED FD1.8K shares-3.89%2025-12-312026-01-07

IDV ISHARES TR7.3K sharesnew addition2025-12-312026-01-07

GWW WW GRAINGER INC266 shares0.00%2025-12-312026-01-07

MA MASTERCARD INCORPORATED462 shares5.24%2025-12-312026-01-07

WMT WALMART INC2.2K shares1.96%2025-12-312026-01-07

SPY SPDR S&P 500 ETF TR349 shares2.05%2025-12-312026-01-07

NFLX NETFLIX INC2.6K shares927.84%2025-12-312026-01-07

FBT FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2025-12-312026-01-07

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN3.0K shares0.00%2025-12-312026-01-07

CRM SALESFORCE INC868 sharesnew addition2025-12-312026-01-07

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2025-12-312026-01-07

QCOM QUALCOMM INC1.2K sharesnew addition2025-12-312026-01-07

QQQH NEOS ETF TRUST3.7K sharesnew addition2025-12-312026-01-07

GPRK GEOPARK LTD13.0K shares0.00%2025-12-312026-01-07

AAPL

APPLE INC

0.51%

Shares21.1K

Event2025-12-31

Filed2026-01-07

GQQQ

EA SERIES TRUST

27.91%

Shares167.6K

Event2025-12-31

Filed2026-01-07

SPDW

SPDR INDEX SHS FDS

21.75%

Shares77.9K

Event2025-12-31

Filed2026-01-07

AGGA

EA SERIES TRUST

49.14%

Shares137.6K

Event2025-12-31

Filed2026-01-07

NVDA

NVIDIA CORPORATION

1.96%

Shares16.6K

Event2025-12-31

Filed2026-01-07

AIRR

FIRST TR EXCHANGE TRADED FD

-9.68%

Shares28.2K

Event2025-12-31

Filed2026-01-07