Udine Wealth Management

Latest statistics and disclosures from Udine Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BIL, MSFT, AAPL, GOOG, SHV, and represent 45.70% of Udine Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: MP, OXY, EOSE, OSCR, RKT, JOBY, BE, BIL, GRAB, GOOG.
  • Started 5 new stock positions in EOSE, MP, JOBY, OXY, CRWD.
  • Reduced shares in these 8 stocks: , HOOD, UPS, TOST, PLTR, NVDA, BABA, SHV.
  • Sold out of its positions in TOST, UPS, UNH.
  • Udine Wealth Management was a net buyer of stock by $9.4M.
  • Udine Wealth Management has $208M in assets under management (AUM), dropping by 10.01%.
  • Central Index Key (CIK): 0001907240

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Portfolio Holdings for Udine Wealth Management

Udine Wealth Management holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 13.8 $29M +3% 313k 91.75
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Microsoft Corporation (MSFT) 10.2 $21M +2% 41k 517.95
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Apple (AAPL) 8.6 $18M +2% 71k 254.63
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Alphabet Cap Stk Cl C (GOOG) 7.4 $16M +4% 64k 243.10
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Ishares Tr Short Treas Bd (SHV) 5.7 $12M 107k 110.49
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Bank of America Corporation (BAC) 5.5 $11M 221k 51.59
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JPMorgan Chase & Co. (JPM) 4.7 $9.8M 31k 315.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $8.7M +5% 17k 502.74
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NVIDIA Corporation (NVDA) 2.7 $5.6M -8% 30k 186.58
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Robinhood Mkts Com Cl A (HOOD) 2.6 $5.5M -29% 38k 143.18
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Bloom Energy Corp Com Cl A (BE) 2.6 $5.3M +27% 63k 84.57
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Amazon (AMZN) 2.4 $5.0M +2% 23k 219.57
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Tesla Motors (TSLA) 2.3 $4.8M 11k 444.72
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.9 $4.0M +5% 61k 65.00
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Palantir Technologies Cl A (PLTR) 1.8 $3.8M -15% 21k 182.42
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Intel Corporation (INTC) 1.7 $3.6M +2% 107k 33.55
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Nu Hldgs Ord Shs Cl A (NU) 1.6 $3.4M +2% 212k 16.01
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Rocket Cos Com Cl A (RKT) 1.6 $3.3M +86% 168k 19.38
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Rocket Lab Corp (RKLB) 1.5 $3.2M +2% 67k 47.91
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Oscar Health Cl A (OSCR) 1.3 $2.8M +138% 147k 18.93
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Uber Technologies (UBER) 1.3 $2.7M +3% 28k 97.97
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Blackstone Group Inc Com Cl A (BX) 1.3 $2.7M +3% 16k 170.85
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Rh (RH) 1.3 $2.7M 13k 203.16
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Alibaba Group Hldg Sponsored Ads (BABA) 1.3 $2.6M -7% 15k 178.73
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Home Depot (HD) 1.3 $2.6M +6% 6.5k 405.19
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Mp Materials Corp Com Cl A (MP) 1.2 $2.6M NEW 39k 67.07
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Occidental Petroleum Corporation (OXY) 1.2 $2.5M NEW 53k 47.25
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Exxon Mobil Corporation (XOM) 1.2 $2.5M +8% 22k 112.75
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Grab Holdings Class A Ord (GRAB) 1.1 $2.3M +58% 387k 6.02
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Draftkings Com Cl A (DKNG) 1.1 $2.3M +2% 60k 37.40
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Eos Energy Enterprises Com Cl A (EOSE) 1.0 $2.0M NEW 177k 11.39
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Lemonade (LMND) 0.9 $1.8M +3% 33k 53.53
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Joby Aviation Common Stock (JOBY) 0.7 $1.4M NEW 88k 16.14
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Rivian Automotive Com Cl A (RIVN) 0.6 $1.3M +27% 87k 14.68
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Boeing Company (BA) 0.2 $487k +31% 2.3k 215.83
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $360k +27% 600.00 600.37
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $321k NEW 654.00 490.38
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Past Filings by Udine Wealth Management

SEC 13F filings are viewable for Udine Wealth Management going back to 2021