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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33738D309

Shares:25.7K

Value:$1.2M

% of Portfolio:1.4% ($1.2M/$84.1M)

33739E108

Shares:61.3K

Value:$1.1M

% of Portfolio:1.3% ($1.1M/$84.1M)

AT&T INC.

Shares:38.1K

Value:$1.1M

% of Portfolio:1.3% ($1.1M/$84.1M)

WINTRUST FINANCIAL CORP

Shares:9.3K

Value:$1.0M

% of Portfolio:1.2% ($1.0M/$84.1M)

Nuveen S&P 500 BuyWrite Income Fund

Shares:79.1K

Value:$1.0M

% of Portfolio:1.2% ($1.0M/$84.1M)

33738R308

Shares:47.1K

Value:$1.0M

% of Portfolio:1.2% ($1.0M/$84.1M)

PRUDENTIAL FINANCIAL INC

Shares:9.2K

Value:$1.0M

% of Portfolio:1.2% ($1.0M/$84.1M)

78463X889

Shares:27.5K

Value:$1.0M

% of Portfolio:1.2% ($1.0M/$84.1M)

33738R860

Shares:32.1K

Value:$977.3K

% of Portfolio:1.2% ($977.3K/$84.1M)

33733E104

Shares:10.3K

Value:$922.2K

% of Portfolio:1.1% ($922.2K/$84.1M)

AbbVie Inc.

Shares:4.1K

Value:$869.2K

% of Portfolio:1.0% ($869.2K/$84.1M)

VISA INC.

Shares:2.4K

Value:$827.1K

% of Portfolio:1.0% ($827.1K/$84.1M)

97717X594

Shares:18.4K

Value:$799.5K

% of Portfolio:1.0% ($799.5K/$84.1M)

46434G103

Shares:14.7K

Value:$793.6K

% of Portfolio:0.9% ($793.6K/$84.1M)

33739Q705

Shares:15.1K

Value:$761.7K

% of Portfolio:0.9% ($761.7K/$84.1M)

MICROSOFT CORP

Shares:2.0K

Value:$760.6K

% of Portfolio:0.9% ($760.6K/$84.1M)

46141T117

Shares:49.2K

Value:$712.8K

% of Portfolio:0.8% ($712.8K/$84.1M)

25861R402

Shares:14.5K

Value:$712.8K

% of Portfolio:0.8% ($712.8K/$84.1M)

ABBOTT LABORATORIES

Shares:5.1K

Value:$682.3K

% of Portfolio:0.8% ($682.3K/$84.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.3K

Value:$666.3K

% of Portfolio:0.8% ($666.3K/$84.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738D309)✕	25.7K	QoQ +0.81% (-208) YoY-	All Managers (Combined)	$1.2M	1.4% ($1.2M/$84.1M)	QoQ -0.47% (-$5.5K) YoY-
(cusip33739E108)✕	61.3K	QoQ +0.69% (+421) YoY-	All Managers (Combined)	$1.1M	1.3% ($1.1M/$84.1M)	QoQ +0.06% (+$724) YoY-
AT&T INC.(Tcusip00206R102)	38.1K	QoQ NEW(+38.1K) YoY-	All Managers (Combined)	$1.1M	1.3% ($1.1M/$84.1M)	QoQ NEW(+$1.1M) YoY-
WINTRUST FINANCIAL CORP(WTFCcusip97650W108)	9.3K	QoQ NEW(+9.3K) YoY-	All Managers (Combined)	$1.0M	1.2% ($1.0M/$84.1M)	QoQ NEW(+$1.0M) YoY-
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	79.1K	QoQ +0.38% (-300) YoY-	All Managers (Combined)	$1.0M	1.2% ($1.0M/$84.1M)	QoQ -5.86% (-$64.6K) YoY-
(cusip33738R308)✕	47.1K	QoQ +0.94% (-443) YoY-	All Managers (Combined)	$1.0M	1.2% ($1.0M/$84.1M)	QoQ -5.16% (-$56.1K) YoY-
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	9.2K	QoQ NEW(+9.2K) YoY-	All Managers (Combined)	$1.0M	1.2% ($1.0M/$84.1M)	QoQ NEW(+$1.0M) YoY-
(SPDWcusip78463X889)	27.5K	QoQ -20.92% (-7.3K) YoY-	All Managers (Combined)	$1.0M	1.2% ($1.0M/$84.1M)	QoQ -15.63% (-$185.8K) YoY-
(cusip33738R860)✕	32.1K	QoQ +6.74% (+2.0K) YoY-	All Managers (Combined)	$977.3K	1.2% ($977.3K/$84.1M)	QoQ +2.01% (+$19.3K) YoY-
(cusip33733E104)✕	10.3K	QoQ +8.51% (+807) YoY-	All Managers (Combined)	$922.2K	1.1% ($922.2K/$84.1M)	QoQ +10.76% (+$89.6K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	4.1K	QoQ -9.07% (-414) YoY-	All Managers (Combined)	$869.2K	1.0% ($869.2K/$84.1M)	QoQ +7.22% (-$58.6K) YoY-
VISA INC.(Vcusip92826C839)	2.4K	QoQ +3.69% (+84) YoY-	All Managers (Combined)	$827.1K	1.0% ($827.1K/$84.1M)	QoQ +14.99% (+$107.8K) YoY-
(cusip97717X594)✕	18.4K	QoQ +16.52% (+2.6K) YoY-	All Managers (Combined)	$799.5K	1.0% ($799.5K/$84.1M)	QoQ +16.34% (+$112.3K) YoY-
(IEMGcusip46434G103)	14.7K	QoQ +6.07% (+842) YoY-	All Managers (Combined)	$793.6K	0.9% ($793.6K/$84.1M)	QoQ +9.62% (+$69.7K) YoY-
(cusip33739Q705)✕	15.1K	QoQ +4.53% (+654) YoY-	All Managers (Combined)	$761.7K	0.9% ($761.7K/$84.1M)	QoQ +5.17% (+$37.5K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.0K	QoQ +18.54% (+317) YoY-	All Managers (Combined)	$760.6K	0.9% ($760.6K/$84.1M)	QoQ +5.60% (+$40.4K) YoY-
(cusip46141T117)✕	49.2K	QoQ +2.60% (+1.2K) YoY-	All Managers (Combined)	$712.8K	0.8% ($712.8K/$84.1M)	QoQ +2.60% (+$18.1K) YoY-
(cusip25861R402)✕	14.5K	QoQ +1.15% (+166) YoY-	All Managers (Combined)	$712.8K	0.8% ($712.8K/$84.1M)	QoQ +3.16% (+$21.8K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	5.1K	QoQ -1.26% (-66) YoY-	All Managers (Combined)	$682.3K	0.8% ($682.3K/$84.1M)	QoQ +15.79% (-$93.1K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	4.3K	QoQ +34.48% (+1.1K) YoY-	All Managers (Combined)	$666.3K	0.8% ($666.3K/$84.1M)	QoQ +9.84% (+$59.7K) YoY-