Udine Wealth Management
Latest statistics and disclosures from Udine Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOG, MSFT, AMZN, WMT, and represent 67.39% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA, AAPL, TLT, MSFT, UBER, AMZN, GOOG, WMT, Seacoast Banking Corporation of Florida, BAC.
- Started 3 new stock positions in NVDA, Seacoast Banking Corporation of Florida, TLT.
- Reduced shares in these 8 stocks: SH (-$14M), , PFE, , CLVT, , COST, XOM.
- Sold out of its positions in FB, PFE, SH, XLE, TGT, CLVT.
- Udine Wealth Management was a net seller of stock by $-3.4M.
- Udine Wealth Management has $92M in assets under management (AUM), dropping by -5.30%.
- Central Index Key (CIK): 0001907240
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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
- Udine Wealth Management 2022 Q1 filed May 13, 2022
- Udine Wealth Management 2021 Q4 filed Feb. 9, 2022