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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33740U109

Shares:31.0K

Value:$655.8K

% of Portfolio:0.8% ($655.8K/$84.1M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:15.0K

Value:$617.3K

% of Portfolio:0.7% ($617.3K/$84.1M)

33739H101

Shares:23.5K

Value:$600.3K

% of Portfolio:0.7% ($600.3K/$84.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.4K

Value:$599.3K

% of Portfolio:0.7% ($599.3K/$84.1M)

46429B697

USMV|46429B697

Shares:6.3K

Value:$593.3K

% of Portfolio:0.7% ($593.3K/$84.1M)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:5.0K

Value:$530.2K

% of Portfolio:0.6% ($530.2K/$84.1M)

33738R506

Shares:8.9K

Value:$519.7K

% of Portfolio:0.6% ($519.7K/$84.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.2K

Value:$502.8K

% of Portfolio:0.6% ($502.8K/$84.1M)

33733E302

Shares:2.1K

Value:$472.5K

% of Portfolio:0.6% ($472.5K/$84.1M)

Alphabet Inc.

GOOG|02079K107

Shares:3.0K

Value:$471.4K

% of Portfolio:0.6% ($471.4K/$84.1M)

F&G Annuities & Life, Inc.

FG|30190A104

Shares:12.6K

Value:$454.2K

% of Portfolio:0.5% ($454.2K/$84.1M)

33740F276

Shares:20.9K

Value:$424.5K

% of Portfolio:0.5% ($424.5K/$84.1M)

CHEVRON CORP

CVX|166764100

Shares:2.4K

Value:$399.0K

% of Portfolio:0.5% ($399.0K/$84.1M)

Jackson Financial Inc.

JXN|46817M107

Shares:4.7K

Value:$393.8K

% of Portfolio:0.5% ($393.8K/$84.1M)

464287721

Shares:2.7K

Value:$383.1K

% of Portfolio:0.5% ($383.1K/$84.1M)

464287671

IUSG|464287671

Shares:3.0K

Value:$377.7K

% of Portfolio:0.4% ($377.7K/$84.1M)

LINCOLN NATIONAL CORP

LNC|534187109

Shares:9.6K

Value:$344.7K

% of Portfolio:0.4% ($344.7K/$84.1M)

46137V431

Shares:3.1K

Value:$313.2K

% of Portfolio:0.4% ($313.2K/$84.1M)

336917109

Shares:7.0K

Value:$305.2K

% of Portfolio:0.4% ($305.2K/$84.1M)

33733E203

Shares:1.7K

Value:$294.0K

% of Portfolio:0.3% ($294.0K/$84.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740U109)✕	31.0K	QoQ +1.44% (+443) YoY-	All Managers (Combined)	$655.8K	0.8% ($655.8K/$84.1M)	QoQ +3.70% (+$23.4K) YoY-
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	15.0K	QoQ NEW(+15.0K) YoY-	All Managers (Combined)	$617.3K	0.7% ($617.3K/$84.1M)	QoQ NEW(+$617.3K) YoY-
(cusip33739H101)✕	23.5K	QoQ +0.33% (+78) YoY-	All Managers (Combined)	$600.3K	0.7% ($600.3K/$84.1M)	QoQ +7.00% (+$39.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.4K	QoQ -5.34% (-138) YoY-	All Managers (Combined)	$599.3K	0.7% ($599.3K/$84.1M)	QoQ -3.15% (-$19.5K) YoY-
(USMVcusip46429B697)	6.3K	QoQ NEW(+6.3K) YoY-	All Managers (Combined)	$593.3K	0.7% ($593.3K/$84.1M)	QoQ NEW(+$593.3K) YoY-
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$530.2K	0.6% ($530.2K/$84.1M)	QoQ NEW(+$530.2K) YoY-
(cusip33738R506)✕	8.9K	QoQ +0.11% (-10) YoY-	All Managers (Combined)	$519.7K	0.6% ($519.7K/$84.1M)	QoQ -0.89% (-$4.7K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	4.2K	QoQ +1.41% (+59) YoY-	All Managers (Combined)	$502.8K	0.6% ($502.8K/$84.1M)	QoQ +12.11% (+$54.3K) YoY-
(cusip33733E302)✕	2.1K	QoQ -15.99% (-405) YoY-	All Managers (Combined)	$472.5K	0.6% ($472.5K/$84.1M)	QoQ -23.25% (-$143.2K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	3.0K	QoQ +1.47% (-44) YoY-	All Managers (Combined)	$471.4K	0.6% ($471.4K/$84.1M)	QoQ -16.72% (-$94.7K) YoY-
F&G Annuities & Life, Inc.(FGcusip30190A104)	12.6K	QoQ NEW(+12.6K) YoY-	All Managers (Combined)	$454.2K	0.5% ($454.2K/$84.1M)	QoQ NEW(+$454.2K) YoY-
(cusip33740F276)✕	20.9K	QoQ +1.51% (+313) YoY-	All Managers (Combined)	$424.5K	0.5% ($424.5K/$84.1M)	QoQ +5.73% (+$23.0K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$399.0K	0.5% ($399.0K/$84.1M)	QoQ +15.51% (+$53.6K) YoY-
Jackson Financial Inc.(JXNcusip46817M107)	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$393.8K	0.5% ($393.8K/$84.1M)	QoQ NEW(+$393.8K) YoY-
(cusip464287721)✕	2.7K	QoQ +0.07% (-2) YoY-	All Managers (Combined)	$383.1K	0.5% ($383.1K/$84.1M)	QoQ -11.91% (-$51.8K) YoY-
(IUSGcusip464287671)	3.0K	QoQ +0.10% (-3) YoY-	All Managers (Combined)	$377.7K	0.4% ($377.7K/$84.1M)	QoQ -8.71% (-$36.0K) YoY-
LINCOLN NATIONAL CORP(LNCcusip534187109)	9.6K	QoQ NEW(+9.6K) YoY-	All Managers (Combined)	$344.7K	0.4% ($344.7K/$84.1M)	QoQ NEW(+$344.7K) YoY-
(cusip46137V431)✕	3.1K	QoQ -0.57% (-18) YoY-	All Managers (Combined)	$313.2K	0.4% ($313.2K/$84.1M)	QoQ -5.30% (-$17.5K) YoY-
(cusip336917109)✕	7.0K	QoQ +0.19% (+14) YoY-	All Managers (Combined)	$305.2K	0.4% ($305.2K/$84.1M)	QoQ +8.11% (+$22.9K) YoY-
(cusip33733E203)✕	1.7K	QoQ -67.62% (-3.6K) YoY-	All Managers (Combined)	$294.0K	0.3% ($294.0K/$84.1M)	QoQ -66.86% (-$593.2K) YoY-