Udine Wealth Management as of Sept. 30, 2024
Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 28 positions in its portfolio as reported in the September 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) | 16.6 | $24M | 256k | 91.81 | |
| Apple (AAPL) | 13.1 | $19M | 80k | 233.00 | |
| Microsoft Corporation (MSFT) | 11.1 | $16M | 37k | 430.30 | |
| Ishares Tr Short Treas Bd (SHV) | 8.4 | $12M | 108k | 110.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $11M | 64k | 165.85 | |
| Bank of America Corporation (BAC) | 5.8 | $8.2M | 208k | 39.68 | |
| JPMorgan Chase & Co. (JPM) | 4.9 | $6.9M | 33k | 210.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $6.5M | 14k | 460.26 | |
| Amazon (AMZN) | 2.3 | $3.3M | 18k | 186.33 | |
| Palantir Technologies Cl A (PLTR) | 2.0 | $2.9M | 78k | 37.20 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 1.8 | $2.6M | 361k | 7.17 | |
| Tesla Motors (TSLA) | 1.8 | $2.5M | 9.5k | 261.63 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $2.4M | 23k | 106.12 | |
| Home Depot (HD) | 1.5 | $2.2M | 5.4k | 405.20 | |
| Intel Corporation (INTC) | 1.5 | $2.2M | 93k | 23.46 | |
| Paypal Holdings (PYPL) | 1.5 | $2.1M | 27k | 78.03 | |
| Draftkings Com Cl A (DKNG) | 1.5 | $2.1M | 53k | 39.20 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $2.0M | 17k | 117.22 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.0M | 54k | 36.13 | |
| Uber Technologies (UBER) | 1.4 | $1.9M | 26k | 75.16 | |
| Enovix Corp (ENVX) | 1.3 | $1.9M | 204k | 9.34 | |
| Bristol Myers Squibb (BMY) | 1.3 | $1.9M | 36k | 51.74 | |
| salesforce (CRM) | 1.3 | $1.9M | 6.8k | 273.71 | |
| Dell Technologies CL C (DELL) | 1.2 | $1.7M | 14k | 118.54 | |
| NVIDIA Corporation (NVDA) | 1.0 | $1.4M | 12k | 121.44 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $1.1M | 46k | 23.42 | |
| Oscar Health Cl A (OSCR) | 0.7 | $925k | 44k | 21.21 | |
| Zillow Group Cl C Cap Stk (Z) | 0.6 | $879k | 14k | 63.85 |
