Udine Wealth Management, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $153 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $27.6M, Apple Inc. with a value of $16.4M, Microsoft Corp with a value of $16M, Ishares Tr with a value of $11.9M, and Alphabet Inc. with a value of $10.8M.

Examining the 13F form we can see an increase of $13M in the current position value, from $140M to 153M.

Below you can find more details about Udine Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
Technology: $49.3 Million
ETFs: $41.3 Million
Financial Services: $25.4 Million
Consumer Cyclical: $15.3 Million
Communication Services: $11.9 Million
Industrials: $5.59 Million
Healthcare: $2.06 Million
Energy: $1.86 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $153 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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