Udine Wealth Management as of Sept. 30, 2025
Portfolio Holdings for Udine Wealth Management
Udine Wealth Management holds 37 positions in its portfolio as reported in the September 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) | 13.8 | $29M | 313k | 91.75 | |
| Microsoft Corporation (MSFT) | 10.2 | $21M | 41k | 517.95 | |
| Apple (AAPL) | 8.6 | $18M | 71k | 254.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $16M | 64k | 243.10 | |
| Ishares Tr Short Treas Bd (SHV) | 5.7 | $12M | 107k | 110.49 | |
| Bank of America Corporation (BAC) | 5.5 | $11M | 221k | 51.59 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $9.8M | 31k | 315.43 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $8.7M | 17k | 502.74 | |
| NVIDIA Corporation (NVDA) | 2.7 | $5.6M | 30k | 186.58 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.6 | $5.5M | 38k | 143.18 | |
| Bloom Energy Corp Com Cl A (BE) | 2.6 | $5.3M | 63k | 84.57 | |
| Amazon (AMZN) | 2.4 | $5.0M | 23k | 219.57 | |
| Tesla Motors (TSLA) | 2.3 | $4.8M | 11k | 444.72 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.9 | $4.0M | 61k | 65.00 | |
| Palantir Technologies Cl A (PLTR) | 1.8 | $3.8M | 21k | 182.42 | |
| Intel Corporation (INTC) | 1.7 | $3.6M | 107k | 33.55 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.6 | $3.4M | 212k | 16.01 | |
| Rocket Cos Com Cl A (RKT) | 1.6 | $3.3M | 168k | 19.38 | |
| Rocket Lab Corp (RKLB) | 1.5 | $3.2M | 67k | 47.91 | |
| Oscar Health Cl A (OSCR) | 1.3 | $2.8M | 147k | 18.93 | |
| Uber Technologies (UBER) | 1.3 | $2.7M | 28k | 97.97 | |
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $2.7M | 16k | 170.85 | |
| Rh (RH) | 1.3 | $2.7M | 13k | 203.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.3 | $2.6M | 15k | 178.73 | |
| Home Depot (HD) | 1.3 | $2.6M | 6.5k | 405.19 | |
| Mp Materials Corp Com Cl A (MP) | 1.2 | $2.6M | 39k | 67.07 | |
| Occidental Petroleum Corporation (OXY) | 1.2 | $2.5M | 53k | 47.25 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $2.5M | 22k | 112.75 | |
| Grab Holdings Class A Ord (GRAB) | 1.1 | $2.3M | 387k | 6.02 | |
| Draftkings Com Cl A (DKNG) | 1.1 | $2.3M | 60k | 37.40 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 1.0 | $2.0M | 177k | 11.39 | |
| Lemonade (LMND) | 0.9 | $1.8M | 33k | 53.53 | |
| Joby Aviation Common Stock (JOBY) | 0.7 | $1.4M | 88k | 16.14 | |
| Rivian Automotive Com Cl A (RIVN) | 0.6 | $1.3M | 87k | 14.68 | |
| Boeing Company (BA) | 0.2 | $487k | 2.3k | 215.83 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $360k | 600.00 | 600.37 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $321k | 654.00 | 490.38 |
