Udine Wealth Management as of June 30, 2025
Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 14.6 | $28M | 302k | 91.73 | |
| Blackstone Group Inc Com Cl A (BX) | 11.8 | $22M | 15k | 1460.28 | |
| Microsoft Corporation (MSFT) | 10.5 | $20M | 40k | 497.41 | |
| Apple (AAPL) | 7.5 | $14M | 69k | 205.17 | |
| Ishares Tr Short Treas Bd (SHV) | 6.3 | $12M | 108k | 110.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.7 | $11M | 61k | 176.23 | |
| Bank of America Corporation (BAC) | 5.4 | $10M | 218k | 47.32 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $8.9M | 31k | 289.91 | |
| NVIDIA Corporation (NVDA) | 2.7 | $5.1M | 32k | 157.99 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.7 | $5.1M | 54k | 93.63 | |
| Amazon (AMZN) | 2.6 | $4.8M | 22k | 219.39 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.9 | $3.6M | 58k | 61.21 | |
| Tesla Motors (TSLA) | 1.8 | $3.4M | 11k | 317.66 | |
| Palantir Technologies Cl A (PLTR) | 1.8 | $3.4M | 25k | 136.32 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $3.1M | 16k | 188.43 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.5 | $2.8M | 208k | 13.72 | |
| Draftkings Com Cl A (DKNG) | 1.3 | $2.5M | 59k | 42.89 | |
| Uber Technologies (UBER) | 1.3 | $2.5M | 27k | 93.30 | |
| Rh (RH) | 1.3 | $2.4M | 13k | 189.01 | |
| UnitedHealth (UNH) | 1.2 | $2.3M | 7.5k | 311.97 | |
| Rocket Lab Corp (RKLB) | 1.2 | $2.3M | 66k | 35.77 | |
| Intel Corporation (INTC) | 1.2 | $2.3M | 104k | 22.40 | |
| United Parcel Service CL B (UPS) | 1.2 | $2.2M | 22k | 100.94 | |
| Home Depot (HD) | 1.2 | $2.2M | 6.1k | 366.64 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $2.2M | 20k | 107.80 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $1.8M | 16k | 113.41 | |
| Lemonade (LMND) | 0.7 | $1.4M | 32k | 43.81 | |
| Oscar Health Cl A (OSCR) | 0.7 | $1.3M | 62k | 21.44 | |
| Rocket Cos Com Cl A (RKT) | 0.7 | $1.3M | 90k | 14.18 | |
| Toast Cl A (TOST) | 0.7 | $1.3M | 29k | 44.29 | |
| Grab Holdings Class A Ord (GRAB) | 0.7 | $1.2M | 245k | 5.03 | |
| Bloom Energy Corp Com Cl A (BE) | 0.6 | $1.2M | 49k | 23.92 | |
| Rivian Automotive Com Cl A (RIVN) | 0.5 | $937k | 68k | 13.74 | |
| Boeing Company (BA) | 0.2 | $359k | 1.7k | 209.53 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $260k | 472.00 | 551.64 |
