Udine Wealth Management as of March 31, 2025
Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 18.8 | $28M | 307k | 91.73 | |
| Microsoft Corporation (MSFT) | 10.0 | $15M | 40k | 375.39 | |
| Apple (AAPL) | 10.0 | $15M | 67k | 222.13 | |
| Ishares Tr Short Treas Bd (SHV) | 8.0 | $12M | 108k | 110.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $9.2M | 60k | 154.64 | |
| Bank of America Corporation (BAC) | 6.1 | $9.1M | 218k | 41.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $8.5M | 16k | 532.58 | |
| JPMorgan Chase & Co. (JPM) | 5.4 | $8.0M | 33k | 245.30 | |
| Amazon (AMZN) | 2.6 | $3.9M | 21k | 190.26 | |
| NVIDIA Corporation (NVDA) | 2.5 | $3.7M | 34k | 108.38 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.3 | $3.4M | 82k | 41.62 | |
| Tesla Motors (TSLA) | 1.8 | $2.7M | 11k | 259.16 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.8 | $2.7M | 58k | 46.81 | |
| Palantir Technologies Cl A (PLTR) | 1.7 | $2.5M | 30k | 84.40 | |
| Uber Technologies (UBER) | 1.7 | $2.5M | 35k | 72.86 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $2.4M | 20k | 118.93 | |
| Intel Corporation (INTC) | 1.5 | $2.3M | 101k | 22.71 | |
| Bristol Myers Squibb (BMY) | 1.5 | $2.3M | 37k | 60.99 | |
| Home Depot (HD) | 1.4 | $2.2M | 5.9k | 366.49 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.4 | $2.1M | 207k | 10.24 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $2.1M | 16k | 132.23 | |
| General Motors Company (GM) | 1.3 | $2.0M | 42k | 47.03 | |
| Lemonade (LMND) | 1.2 | $1.8M | 58k | 31.43 | |
| Paypal Holdings (PYPL) | 1.1 | $1.6M | 25k | 65.25 | |
| Draftkings Com Cl A (DKNG) | 0.9 | $1.4M | 43k | 33.21 | |
| Rocket Lab Usa | 0.8 | $1.1M | 64k | 17.88 | |
| Grab Holdings Class A Ord (GRAB) | 0.7 | $1.1M | 236k | 4.53 | |
| Bloom Energy Corp Com Cl A (BE) | 0.5 | $794k | 40k | 19.66 |
