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, SHV, GOOG, and represent 52.99% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NU, NVDA, GM, LMND, GRAB, BE, MSFT, BAC, BIL, AAPL.
- Started 5 new stock positions in BE, NU, GM, GRAB, LMND.
- Reduced shares in these 10 stocks: , ENVX, BA, IWM, DELL, BABA, DIS, RIVN, XYZ, PLTR.
- Sold out of its positions in BA, DELL, DIS, ENVX, IWM, RIVN, CRM, XYZ.
- Udine Wealth Management was a net seller of stock by $-657k.
- Udine Wealth Management has $150M in assets under management (AUM), dropping by -3.98%.
- Central Index Key (CIK): 0001907240
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Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 18.8 | $28M | 307k | 91.73 |
|
|
| Microsoft Corporation (MSFT) | 10.0 | $15M | +5% | 40k | 375.39 |
|
| Apple (AAPL) | 10.0 | $15M | +3% | 67k | 222.13 |
|
| Ishares Tr Short Treas Bd (SHV) | 8.0 | $12M | 108k | 110.46 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $9.2M | +4% | 60k | 154.64 |
|
| Bank of America Corporation (BAC) | 6.1 | $9.1M | +6% | 218k | 41.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $8.5M | +3% | 16k | 532.58 |
|
| JPMorgan Chase & Co. (JPM) | 5.4 | $8.0M | +5% | 33k | 245.30 |
|
| Amazon (AMZN) | 2.6 | $3.9M | +11% | 21k | 190.26 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $3.7M | +129% | 34k | 108.38 |
|
| Robinhood Mkts Com Cl A (HOOD) | 2.3 | $3.4M | +4% | 82k | 41.62 |
|
| Tesla Motors (TSLA) | 1.8 | $2.7M | +6% | 11k | 259.16 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.8 | $2.7M | +4% | 58k | 46.81 |
|
| Palantir Technologies Cl A (PLTR) | 1.7 | $2.5M | -26% | 30k | 84.40 |
|
| Uber Technologies (UBER) | 1.7 | $2.5M | +2% | 35k | 72.86 |
|
| Exxon Mobil Corporation (XOM) | 1.6 | $2.4M | +15% | 20k | 118.93 |
|
| Intel Corporation (INTC) | 1.5 | $2.3M | +6% | 101k | 22.71 |
|
| Bristol Myers Squibb (BMY) | 1.5 | $2.3M | +2% | 37k | 60.99 |
|
| Home Depot (HD) | 1.4 | $2.2M | +6% | 5.9k | 366.49 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.4 | $2.1M | NEW | 207k | 10.24 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $2.1M | -34% | 16k | 132.23 |
|
| General Motors Company (GM) | 1.3 | $2.0M | NEW | 42k | 47.03 |
|
| Lemonade (LMND) | 1.2 | $1.8M | NEW | 58k | 31.43 |
|
| Paypal Holdings (PYPL) | 1.1 | $1.6M | +5% | 25k | 65.25 |
|
| Draftkings Com Cl A (DKNG) | 0.9 | $1.4M | -21% | 43k | 33.21 |
|
| Rocket Lab Usa (RKLB) | 0.8 | $1.1M | +21% | 64k | 17.88 |
|
| Grab Holdings Class A Ord (GRAB) | 0.7 | $1.1M | NEW | 236k | 4.53 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.5 | $794k | NEW | 40k | 19.66 |
|
Past Filings by Udine Wealth Management
SEC 13F filings are viewable for Udine Wealth Management going back to 2021
- Udine Wealth Management 2025 Q1 filed April 11, 2025
- Udine Wealth Management 2024 Q4 filed Jan. 15, 2025
- Udine Wealth Management 2024 Q3 filed Oct. 8, 2024
- Udine Wealth Management 2024 Q2 filed July 15, 2024
- Udine Wealth Management 2024 Q1 filed April 18, 2024
- Udine Wealth Management 2023 Q4 filed Jan. 12, 2024
- Udine Wealth Management 2023 Q3 filed Oct. 12, 2023
- Udine Wealth Management 2023 Q2 filed July 13, 2023
- Udine Wealth Management 2023 Q1 filed May 2, 2023
- Udine Wealth Management 2022 Q4 filed Feb. 2, 2023
- Udine Wealth Management 2022 Q3 restated filed Nov. 10, 2022
- Udine Wealth Management 2022 Q3 filed Oct. 27, 2022
- Udine Wealth Management 2022 Q2 filed July 27, 2022
- Udine Wealth Management 2022 Q1 filed May 13, 2022
- Udine Wealth Management 2021 Q4 filed Feb. 9, 2022