Udine Wealth Management as of Sept. 30, 2023
Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 15 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 20.2 | $21M | 227k | 91.82 | |
| Apple (AAPL) | 15.9 | $16M | 96k | 171.21 | |
| Microsoft Corporation (MSFT) | 12.4 | $13M | 41k | 315.75 | |
| Ishares Tr Short Treas Bd (SHV) | 12.3 | $13M | 115k | 110.47 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.0 | $9.3M | 71k | 130.86 | |
| JPMorgan Chase & Co. (JPM) | 5.5 | $5.7M | 40k | 145.02 | |
| Bank of America Corporation (BAC) | 5.4 | $5.6M | 205k | 27.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.7 | $4.8M | 14k | 350.30 | |
| Intel Corporation (INTC) | 3.7 | $3.8M | 107k | 35.55 | |
| Draftkings Com Cl A (DKNG) | 2.3 | $2.3M | 79k | 29.44 | |
| Amazon (AMZN) | 2.1 | $2.2M | 17k | 127.12 | |
| Uber Technologies (UBER) | 1.8 | $1.9M | 41k | 45.99 | |
| Blackstone Group Inc Com Cl A (BX) | 1.7 | $1.8M | 17k | 107.14 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 1.6 | $1.6M | 21k | 76.57 | |
| Home Depot (HD) | 1.5 | $1.5M | 5.1k | 302.16 |
