Portfolio (Quarterly)
Guide ↗
PUFF WEALTH MANAGEMENT, LLC
· CIK 0002052736| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 72,819 | $1.1M | 1.38% | SOLD |
| 2 | — | COLLABORATIVE INVESTMNT SER | — | 34,672 | $874K | 1.13% | SOLD |
| 3 | MLPA | GLOBAL X FDS | — | 12,464 | $608K | 0.79% | SOLD |
| 4 | MA | MASTERCARD INCORPORATED | Financial Services | 462 | $260K | 0.34% | SOLD |
| 5 | NFLX | NETFLIX INC | Communication Services | 2,621 | $238K | 0.31% | SOLD |
| 6 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 3,014 | $236K | 0.30% | SOLD |
| 7 | CRM | SALESFORCE INC | Technology | 868 | $220K | 0.28% | SOLD |
| 8 | QCOM | QUALCOMM INC | Technology | 1,205 | $208K | 0.27% | SOLD |
| 9 | QQQH | NEOS ETF TRUST | — | 3,740 | $203K | 0.26% | SOLD |
| 10 | GPRK | GEOPARK LTD | Energy | 13,000 | $95K | 0.12% | SOLD |
Sector Allocation
Technology
44.9%
Financial Services
15.5%
Communication Services
13.7%
Consumer Cyclical
12.1%
Healthcare
6.6%
Energy
3.8%
Industrials
2.5%
Consumer Defensive
0.9%