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, PSQ, SHV, and represent 53.71% of Udine Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PSQ (+$9.6M), DELL, CART, Ishares Bitcoin Tr, BYND, XOM, BMY, PYPL, TSLA, EEM.
- Started 10 new stock positions in CART, PYPL, BYND, TSLA, XOM, EEM, Ishares Bitcoin Tr, BMY, DELL, NVDA.
- Reduced shares in these 10 stocks: MSFT, AAPL, SNOW, PATH, RIVN, UBER, DKNG, JPM, INTC, BIL.
- Sold out of its positions in RIVN, SNOW, PATH.
- Udine Wealth Management was a net buyer of stock by $14M.
- Udine Wealth Management has $145M in assets under management (AUM), dropping by 15.44%.
- Central Index Key (CIK): 0001907240
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Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 27 positions in its portfolio as reported in the March 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) | 16.1 | $23M | 254k | 91.80 |
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| Microsoft Corporation (MSFT) | 10.5 | $15M | -10% | 36k | 420.72 |
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| Apple (AAPL) | 9.8 | $14M | -11% | 83k | 171.48 |
|
| Proshares Tr Short Qqq New (PSQ) | 9.1 | $13M | +266% | 1.5M | 8.76 |
|
| Ishares Tr Short Treas Bd (SHV) | 8.2 | $12M | -2% | 108k | 110.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 7.2 | $11M | 70k | 150.93 |
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| Bank of America Corporation (BAC) | 5.3 | $7.7M | 202k | 37.92 |
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| JPMorgan Chase & Co. (JPM) | 4.5 | $6.5M | -15% | 33k | 200.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $5.9M | 14k | 420.52 |
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| Intel Corporation (INTC) | 2.6 | $3.8M | -19% | 85k | 44.17 |
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| Amazon (AMZN) | 2.1 | $3.1M | 17k | 180.38 |
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| Dell Technologies CL C (DELL) | 1.8 | $2.6M | NEW | 23k | 114.11 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $2.4M | +10% | 103k | 23.01 |
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| Draftkings Com Cl A (DKNG) | 1.5 | $2.2M | -37% | 49k | 45.41 |
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| Walt Disney Company (DIS) | 1.5 | $2.1M | 18k | 122.36 |
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| Maplebear (CART) | 1.5 | $2.1M | NEW | 57k | 37.29 |
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| Ishares Bitcoin Tr SHS | 1.4 | $2.0M | NEW | 50k | 40.47 |
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| Home Depot (HD) | 1.3 | $1.9M | 5.0k | 383.60 |
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| Beyond Meat (BYND) | 1.3 | $1.8M | NEW | 51k | 35.91 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $1.8M | NEW | 16k | 116.24 |
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| Bristol Myers Squibb (BMY) | 1.3 | $1.8M | NEW | 34k | 54.23 |
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| Paypal Holdings (PYPL) | 1.2 | $1.7M | NEW | 26k | 66.99 |
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| Tesla Motors (TSLA) | 1.2 | $1.7M | NEW | 21k | 84.58 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $1.7M | NEW | 41k | 41.08 |
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| Uber Technologies (UBER) | 1.1 | $1.7M | -46% | 22k | 76.99 |
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| Enovix Corp (ENVX) | 0.8 | $1.1M | 137k | 8.01 |
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| NVIDIA Corporation (NVDA) | 0.6 | $903k | NEW | 999.00 | 903.56 |
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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 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