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:

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WW INTERNATIONAL, INC.

WW|98262P101

Shares:10.0K

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$84.1M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:28

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$84.1M)

KKR & Co. Inc.

KKR|48251W104

Shares:6

Value:$694

% of Portfolio:0.0% ($694/$84.1M)

Bank of New York Mellon Corp

BK|064058100

Shares:5

Value:$422

% of Portfolio:0.0% ($422/$84.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WW INTERNATIONAL, INC.(WWcusip98262P101)	10.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.2K	0.0% ($5.2K/$84.1M)	QoQ -58.85% (-$7.5K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	28	QoQ NEW(+28) YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$84.1M)	QoQ NEW(+$2.0K) YoY-
KKR & Co. Inc.(KKRcusip48251W104)	6	QoQ NEW(+6) YoY-	All Managers (Combined)	$694	0.0% ($694/$84.1M)	QoQ NEW(+$694) YoY-
Bank of New York Mellon Corp(BKcusip064058100)	5	QoQ NEW(+5) YoY-	All Managers (Combined)	$422	0.0% ($422/$84.1M)	QoQ NEW(+$422) YoY-