Udine Wealth Management

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

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Positions held by Udine Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Udine Wealth Management

Companies in the Udine Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 24.9 $23M +18% 131k 174.61
Alphabet Inc Class C cs (GOOG) 17.3 $16M +5% 5.7k 2781.33
Microsoft Corporation (MSFT) 10.8 $9.9M +27% 32k 308.32
Amazon (AMZN) 9.3 $8.5M +15% 2.6k 3260.14
Wal-Mart Stores (WMT) 5.1 $4.7M +22% 31k 148.91
Exxon Mobil Corporation (XOM) 4.8 $4.4M 53k 82.63
NVIDIA Corporation (NVDA) 4.4 $4.0M NEW 15k 272.84
JPMorgan Chase & Co. (JPM) 4.0 $3.7M +10% 27k 136.34
Berkshire Hathaway (BRK.B) 4.0 $3.7M +2% 10k 352.95
Ishares 20 Year Treasury Bond Etf Usa Etf (TLT) 3.8 $3.5M NEW 27k 132.08
Uber Technologies (UBER) 3.1 $2.8M +79% 79k 35.68
Bank of America Corporation (BAC) 2.3 $2.1M +27% 52k 41.23
Ford Motor Company (F) 2.2 $2.0M +5% 119k 16.91
Intel Corporation (INTC) 1.6 $1.5M +5% 31k 49.57

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Advisorshares Pure Us Cannabis Etf Usa Etf (MSOS) 1.4 $1.3M +8% 62k 20.85
Seacoast Banking Corporation of Florida 0.6 $525k NEW 15k 35.00
Costco Wholesale Corporation (COST) 0.4 $346k -25% 600.00 576.67

Past Filings by Udine Wealth Management

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