Udine Wealth Management as of June 30, 2023
Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 22 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 16.9 | $18M | 92k | 193.97 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 16.4 | $17M | 188k | 91.82 | |
| Microsoft Corporation (MSFT) | 12.3 | $13M | 38k | 340.54 | |
| Ishares Tr Short Treas Bd (SHV) | 11.0 | $12M | 105k | 110.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.9 | $8.4M | 70k | 119.70 | |
| JPMorgan Chase & Co. (JPM) | 5.4 | $5.7M | 39k | 145.44 | |
| Bank of America Corporation (BAC) | 4.4 | $4.6M | 162k | 28.69 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $4.4M | 13k | 341.00 | |
| Intel Corporation (INTC) | 3.4 | $3.5M | 106k | 33.44 | |
| Amazon (AMZN) | 2.0 | $2.1M | 17k | 130.36 | |
| Draftkings Com Cl A (DKNG) | 2.0 | $2.1M | 79k | 26.57 | |
| Palantir Technologies Cl A (PLTR) | 2.0 | $2.1M | 135k | 15.33 | |
| IntegraMed America | 1.8 | $1.9M | 50k | 37.35 | |
| Uber Technologies (UBER) | 1.7 | $1.8M | 41k | 43.17 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 1.6 | $1.7M | 21k | 80.30 | |
| Home Depot (HD) | 1.5 | $1.6M | 5.0k | 310.64 | |
| Advanced Micro Devices (AMD) | 1.5 | $1.5M | 7.3k | 211.16 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $1.5M | 27k | 56.68 | |
| Blackstone Group Inc Com Cl A (BX) | 1.5 | $1.5M | 17k | 92.97 | |
| General Motors Company (GM) | 0.6 | $683k | 44k | 15.65 | |
| NVIDIA Corporation (NVDA) | 0.3 | $350k | 828.00 | 423.02 | |
| Costco Wholesale Corporation (COST) | 0.2 | $223k | 414.00 | 538.40 |
