Udine Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 31 positions in its portfolio as reported in the December 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) | 17.7 | $28M | 302k | 91.43 | |
| Apple (AAPL) | 10.5 | $16M | 65k | 250.42 | |
| Microsoft Corporation (MSFT) | 10.3 | $16M | 38k | 421.50 | |
| Ishares Tr Short Treas Bd (SHV) | 7.6 | $12M | 108k | 110.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.9 | $11M | 57k | 189.30 | |
| Bank of America Corporation (BAC) | 5.8 | $9.0M | 205k | 43.95 | |
| JPMorgan Chase & Co. (JPM) | 4.8 | $7.4M | 31k | 239.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.5 | $7.0M | 15k | 453.28 | |
| Amazon (AMZN) | 2.6 | $4.1M | 19k | 219.39 | |
| Tesla Motors (TSLA) | 2.6 | $4.0M | 9.8k | 403.84 | |
| Palantir Technologies Cl A (PLTR) | 2.0 | $3.1M | 41k | 75.63 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.9 | $2.9M | 55k | 53.05 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.9 | $2.9M | 78k | 37.26 | |
| salesforce (CRM) | 1.5 | $2.3M | 6.8k | 334.33 | |
| Enovix Corp (ENVX) | 1.4 | $2.3M | 207k | 10.87 | |
| Home Depot (HD) | 1.4 | $2.1M | 5.5k | 388.99 | |
| Bristol Myers Squibb (BMY) | 1.3 | $2.1M | 36k | 56.56 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.3 | $2.1M | 24k | 84.79 | |
| Uber Technologies (UBER) | 1.3 | $2.0M | 34k | 60.32 | |
| Paypal Holdings (PYPL) | 1.3 | $2.0M | 24k | 85.35 | |
| Draftkings Com Cl A (DKNG) | 1.3 | $2.0M | 54k | 37.20 | |
| NVIDIA Corporation (NVDA) | 1.3 | $2.0M | 15k | 134.29 | |
| Boeing Company (BA) | 1.3 | $2.0M | 11k | 177.00 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $1.9M | 8.6k | 220.96 | |
| Intel Corporation (INTC) | 1.2 | $1.9M | 95k | 20.05 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.9M | 17k | 107.57 | |
| Dell Technologies CL C (DELL) | 1.1 | $1.7M | 15k | 115.24 | |
| Rocket Lab Usa | 0.9 | $1.3M | 53k | 25.47 | |
| Walt Disney Company (DIS) | 0.7 | $1.1M | 9.9k | 111.35 | |
| Rivian Automotive Com Cl A (RIVN) | 0.7 | $1.0M | 78k | 13.30 | |
| Block Cl A (XYZ) | 0.6 | $953k | 11k | 84.99 |
