Puff-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "JXN",
  "ABT",
  "ABBV",
  "GOOGL",
  "AMG",
  "T",
  "WRB",
  "LNC",
  "FG",
  "USM",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  "META",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MS",
  "EQT",
  null,
  null,
  null,
  "KKR",
  null,
  null,
  "IEMG",
  "AAPL",
  "NVDA",
  "PRU",
  "SRE",
  "SPDW",
  null,
  null,
  null,
  "TFC",
  "PNFP",
  "MET",
  "SCHW",
  "BXMX",
  "GPRK",
  "AMZN",
  null,
  null,
  null,
  null,
  "RGA",
  "V",
  "WFC",
  "WTFC",
  null,
  "WW",
  "IUSG",
  "MTB",
  "SCHD",
  "KEY",
  "SO",
  "CRM",
  null,
  null,
  "GWW",
  "PSA",
  null,
  "BK",
  "CVX",
  "USMV",
  "STT",
  "GOOG",
  "XOM",
  "LLY",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 84
Total Value: 84087337
Accession Number: 0001667731-25-000431
Form Type: 13F-HR
CIK: puff-wealth-management
Manager Name: Puff-Wealth-Management

Data Enrichment

64% identified

54 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $84.1M total value

84 positions • $84.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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REINSURANCE GROUP OF AMERICA INC

Shares:27.3K

Value:$5.4M

% of Portfolio:6.4% ($5.4M/$84.1M)

Apple Inc.

Shares:20.8K

Value:$4.6M

% of Portfolio:5.5% ($4.6M/$84.1M)

MORGAN STANLEY

Shares:30.3K

Value:$3.5M

% of Portfolio:4.2% ($3.5M/$84.1M)

AFFILIATED MANAGERS GROUP, INC.

Shares:18.9K

Value:$3.2M

% of Portfolio:3.8% ($3.2M/$84.1M)

SOUTHERN CO

Shares:28.6K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$84.1M)

M&T BANK CORP

Shares:14.7K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$84.1M)

33738R704

Shares:38.3K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$84.1M)

33738D101

Shares:69.7K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$84.1M)

97717Y527

Shares:51.7K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$84.1M)

02072L433

Shares:85.3K

Value:$2.5M

% of Portfolio:3.0% ($2.5M/$84.1M)

Meta Platforms, Inc.

Shares:4.3K

Value:$2.5M

% of Portfolio:3.0% ($2.5M/$84.1M)

78464A375

Shares:72.6K

Value:$2.4M

% of Portfolio:2.9% ($2.4M/$84.1M)

025072877

Shares:25.2K

Value:$2.2M

% of Portfolio:2.6% ($2.2M/$84.1M)

UNITED STATES CELLULAR CORP

Shares:30.2K

Value:$2.1M

% of Portfolio:2.5% ($2.1M/$84.1M)

33740F888

Shares:82.8K

Value:$2.0M

% of Portfolio:2.4% ($2.0M/$84.1M)

AMAZON COM INC

Shares:10.7K

Value:$2.0M

% of Portfolio:2.4% ($2.0M/$84.1M)

02072L185

Shares:81.8K

Value:$1.9M

% of Portfolio:2.3% ($1.9M/$84.1M)

78464A672

Shares:62.0K

Value:$1.8M

% of Portfolio:2.1% ($1.8M/$84.1M)

STATE STREET CORP

Shares:18.9K

Value:$1.7M

% of Portfolio:2.0% ($1.7M/$84.1M)

NVIDIA CORP

Shares:14.3K

Value:$1.5M

% of Portfolio:1.8% ($1.5M/$84.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	27.3K	QoQ NEW(+27.3K) YoY-	All Managers (Combined)	$5.4M	6.4% ($5.4M/$84.1M)	QoQ NEW(+$5.4M) YoY-
Apple Inc.(AAPLcusip037833100)	20.8K	QoQ -0.49% (-103) YoY-	All Managers (Combined)	$4.6M	5.5% ($4.6M/$84.1M)	QoQ -11.73% (-$614.4K) YoY-
MORGAN STANLEY(MScusip617446448)	30.3K	QoQ NEW(+30.3K) YoY-	All Managers (Combined)	$3.5M	4.2% ($3.5M/$84.1M)	QoQ NEW(+$3.5M) YoY-
AFFILIATED MANAGERS GROUP, INC.(AMGcusip008252108)	18.9K	QoQ NEW(+18.9K) YoY-	All Managers (Combined)	$3.2M	3.8% ($3.2M/$84.1M)	QoQ NEW(+$3.2M) YoY-
SOUTHERN CO(SOcusip842587107)	28.6K	QoQ NEW(+28.6K) YoY-	All Managers (Combined)	$2.6M	3.1% ($2.6M/$84.1M)	QoQ NEW(+$2.6M) YoY-
M&T BANK CORP(MTBcusip55261F104)	14.7K	QoQ NEW(+14.7K) YoY-	All Managers (Combined)	$2.6M	3.1% ($2.6M/$84.1M)	QoQ NEW(+$2.6M) YoY-
(cusip33738R704)✕	38.3K	QoQ +8.36% (-3.0K) YoY-	All Managers (Combined)	$2.6M	3.1% ($2.6M/$84.1M)	QoQ -4.04% (-$110.4K) YoY-
(cusip33738D101)✕	69.7K	QoQ +4.70% (+3.1K) YoY-	All Managers (Combined)	$2.6M	3.1% ($2.6M/$84.1M)	QoQ +10.11% (+$239.8K) YoY-
(cusip97717Y527)✕	51.7K	QoQ +0.21% (+109) YoY-	All Managers (Combined)	$2.6M	3.1% ($2.6M/$84.1M)	QoQ +0.23% (+$6.0K) YoY-
(cusip02072L433)✕	85.3K	QoQ -4.47% (-4.0K) YoY-	All Managers (Combined)	$2.5M	3.0% ($2.5M/$84.1M)	QoQ -8.02% (-$218.0K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	4.3K	QoQ -0.84% (-37) YoY-	All Managers (Combined)	$2.5M	3.0% ($2.5M/$84.1M)	QoQ -2.41% (-$61.5K) YoY-
(cusip78464A375)✕	72.6K	QoQ -6.62% (-5.2K) YoY-	All Managers (Combined)	$2.4M	2.9% ($2.4M/$84.1M)	QoQ -5.26% (-$134.0K) YoY-
(cusip025072877)✕	25.2K	QoQ -0.60% (-153) YoY-	All Managers (Combined)	$2.2M	2.6% ($2.2M/$84.1M)	QoQ -9.20% (-$224.9K) YoY-
UNITED STATES CELLULAR CORP(USMcusip911684108)	30.2K	QoQ NEW(+30.2K) YoY-	All Managers (Combined)	$2.1M	2.5% ($2.1M/$84.1M)	QoQ NEW(+$2.1M) YoY-
(cusip33740F888)✕	82.8K	QoQ +1.32% (+1.1K) YoY-	All Managers (Combined)	$2.0M	2.4% ($2.0M/$84.1M)	QoQ +1.73% (+$34.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	10.7K	QoQ +1.65% (-174) YoY-	All Managers (Combined)	$2.0M	2.4% ($2.0M/$84.1M)	QoQ -11.84% (-$273.8K) YoY-
(cusip02072L185)✕	81.8K	QoQ NEW(+81.8K) YoY-	All Managers (Combined)	$1.9M	2.3% ($1.9M/$84.1M)	QoQ NEW(+$1.9M) YoY-
(cusip78464A672)✕	62.0K	QoQ -0.08% (-52) YoY-	All Managers (Combined)	$1.8M	2.1% ($1.8M/$84.1M)	QoQ +2.42% (-$41.9K) YoY-
STATE STREET CORP(STTcusip857477103)	18.9K	QoQ NEW(+18.9K) YoY-	All Managers (Combined)	$1.7M	2.0% ($1.7M/$84.1M)	QoQ NEW(+$1.7M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	14.3K	QoQ +8.25% (-1.1K) YoY-	All Managers (Combined)	$1.5M	1.8% ($1.5M/$84.1M)	QoQ -12.63% (-$223.7K) YoY-