Udine Wealth Management
Latest statistics and disclosures from Udine Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, AAPL, MSFT, SHV, GOOG, and represent 56.72% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: INTC, PYPL, BMY, CRM, OSCR, Z, MSFT, BIL, ENVX, NVDA.
- Started 6 new stock positions in BMY, OSCR, INTC, PYPL, CRM, Z.
- Reduced shares in these 5 stocks: Proshares Tr short qqq (-$12M), DIS, HOOD, AAPL, GOOG.
- Sold out of its positions in DIS, Proshares Tr short qqq.
- Udine Wealth Management was a net seller of stock by $-4.4M.
- Udine Wealth Management has $142M in assets under management (AUM), dropping by -1.27%.
- 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 September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 16.6 | $24M | 256k | 91.81 |
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| Apple (AAPL) | 13.1 | $19M | -2% | 80k | 233.00 |
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| Microsoft Corporation (MSFT) | 11.1 | $16M | 37k | 430.30 |
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| Ishares Tr Short Treas Bd (SHV) | 8.4 | $12M | 108k | 110.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $11M | -3% | 64k | 165.85 |
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| Bank of America Corporation (BAC) | 5.8 | $8.2M | 208k | 39.68 |
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| JPMorgan Chase & Co. (JPM) | 4.9 | $6.9M | 33k | 210.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $6.5M | 14k | 460.26 |
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| Amazon (AMZN) | 2.3 | $3.3M | 18k | 186.33 |
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| Palantir Technologies Cl A (PLTR) | 2.0 | $2.9M | 78k | 37.20 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 1.8 | $2.6M | 361k | 7.17 |
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| Tesla Motors (TSLA) | 1.8 | $2.5M | 9.5k | 261.63 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $2.4M | +2% | 23k | 106.12 |
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| Home Depot (HD) | 1.5 | $2.2M | 5.4k | 405.20 |
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| Intel Corporation (INTC) | 1.5 | $2.2M | NEW | 93k | 23.46 |
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| Paypal Holdings (PYPL) | 1.5 | $2.1M | NEW | 27k | 78.03 |
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| Draftkings Com Cl A (DKNG) | 1.5 | $2.1M | +4% | 53k | 39.20 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $2.0M | +2% | 17k | 117.22 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.0M | +4% | 54k | 36.13 |
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| Uber Technologies (UBER) | 1.4 | $1.9M | +3% | 26k | 75.16 |
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| Enovix Corp (ENVX) | 1.3 | $1.9M | +15% | 204k | 9.34 |
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| Bristol Myers Squibb (BMY) | 1.3 | $1.9M | NEW | 36k | 51.74 |
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| salesforce (CRM) | 1.3 | $1.9M | NEW | 6.8k | 273.71 |
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| Dell Technologies CL C (DELL) | 1.2 | $1.7M | +5% | 14k | 118.54 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.4M | +15% | 12k | 121.44 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $1.1M | -46% | 46k | 23.42 |
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| Oscar Health Cl A (OSCR) | 0.7 | $925k | NEW | 44k | 21.21 |
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| Zillow Group Cl C Cap Stk (Z) | 0.6 | $879k | NEW | 14k | 63.85 |
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Past Filings by Udine Wealth Management
SEC 13F filings are viewable for Udine Wealth Management going back to 2021
- 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