Udine Wealth Management, Inc. Portfolio Holdings

Udine Wealth Management, Inc.

  • $168 Million
  • Q2 2025

Udine Wealth Management, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Million distributed in 35 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 $27.7M, Microsoft Corp with a value of $20M, Apple Inc. with a value of $14.2M, 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 $21.5M in the current position value, from $147M to 168M.

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

Portfolio value $168 Million
Technology: $55 Million
ETFs: $39.8 Million
Financial Services: $35 Million
Consumer Cyclical: $18.2 Million
Communication Services: $10.8 Million
Industrials: $3.77 Million
Healthcare: $3.67 Million
Energy: $2.19 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.7 Million 16.42% of portfolio
301,570
Q2 2025 Reduced 1.68%
$3.95T
$20 Million 11.84% of portfolio
40,111
Q2 2025 Added 0.43%
$3.69T
$14.2 Million 8.43% of portfolio
69,214
Q2 2025 Added 2.71%
$0
$11.9 Million 7.06% of portfolio
107,750
Q1 2024 Reduced 2.71%
$1.24T
$10.8 Million 6.4% of portfolio
60,804
Q2 2025 Added 2.14%
$381B
$10.3 Million 6.13% of portfolio
218,149
Q2 2025 Added 0.15%
$859B
$8.92 Million 5.29% of portfolio
30,752
Q2 2025 Reduced 6.23%
$621B
$7.97 Million 4.73% of portfolio
16,411
Q2 2025 Added 3.02%
$456B
$5.12 Million 3.04% of portfolio
32,412
Q2 2025 Reduced 5.47%
$95.5B
$5.06 Million 3.0% of portfolio
54,040
Q2 2025 Reduced 33.89%
$2.26T
$4.84 Million 2.87% of portfolio
22,078
Q2 2025 Added 6.74%
$1.08T
$3.4 Million 2.02% of portfolio
10,690
Q2 2025 Added 1.67%
$367B
$3.36 Million 1.99% of portfolio
24,634
Q2 2025 Reduced 18.34%
$43.6B
$2.85 Million 1.69% of portfolio
207,504
Q2 2025 Added 0.28%
$19.3B
$2.52 Million 1.49% of portfolio
58,721
Q2 2025 Added 38.33%
$182B
$2.51 Million 1.49% of portfolio
26,887
Q2 2025 Reduced 22.38%
$89.6B
$2.34 Million 1.39% of portfolio
104,274
Q2 2025 Added 3.69%
$245B
$2.35 Million 1.39% of portfolio
7,529
Q2 2025 New
$123B
$2.28 Million 1.35% of portfolio
15,259
Q2 2025 New
$63.8B
$2.23 Million 1.33% of portfolio
22,140
Q2 2025 New
$405B
$2.23 Million 1.33% of portfolio
6,092
Q2 2025 Added 3.29%
$442B
$2.19 Million 1.3% of portfolio
20,334
Q2 2025 Added 1.83%
$324B
$1.8 Million 1.07% of portfolio
15,890
Q2 2025 Added 0.65%
$3.76B
$1.4 Million 0.83% of portfolio
32,059
Q2 2025 Reduced 44.28%
$2.65B
$1.32 Million 0.78% of portfolio
61,472
Q2 2025 New
$2.53B
$1.28 Million 0.76% of portfolio
90,334
Q2 2025 New
$14.2B
$1.28 Million 0.76% of portfolio
28,901
Q2 2025 New
$18.6B
$1.23 Million 0.73% of portfolio
244,845
Q2 2025 Added 3.99%
$7.39B
$1.18 Million 0.7% of portfolio
49,283
Q2 2025 Added 22.0%
$10.6B
$936,000 0.56% of portfolio
68,174
Q2 2025 New
$139B
$358,000 0.21% of portfolio
1,711
Q2 2025 New
$0
$260,000 0.15% of portfolio
472
Q2 2025 New
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.87%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $168 Million
  • Prior Value $147 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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