Udine Wealth Management, Inc. Portfolio Holdings

Udine Wealth Management, Inc.

  • $153 Million
  • Q4 2024

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
$0
$27.6 Million 18.04% of portfolio
301,528
Q4 2024 Added 17.71%
$3.85T
$16.4 Million 10.71% of portfolio
65,337
Q4 2024 Reduced 18.27%
$3.3T
$16 Million 10.49% of portfolio
38,015
Q4 2024 Added 3.69%
$0
$11.9 Million 7.76% of portfolio
107,750
Q1 2024 Reduced 2.71%
$1.2T
$10.8 Million 7.09% of portfolio
56,924
Q4 2024 Reduced 10.48%
$375B
$8.99 Million 5.88% of portfolio
204,547
Q4 2024 Reduced 1.58%
$782B
$7.44 Million 4.87% of portfolio
31,023
Q4 2024 Reduced 5.66%
$611B
$6.99 Million 4.57% of portfolio
15,422
Q4 2024 Added 9.72%
$2.42T
$4.09 Million 2.67% of portfolio
18,628
Q4 2024 Added 6.42%
$1.23T
$3.97 Million 2.6% of portfolio
9,833
Q4 2024 Added 3.56%
$157B
$3.1 Million 2.03% of portfolio
40,931
Q4 2024 Reduced 47.28%
$42.7B
$2.92 Million 1.91% of portfolio
78,447
Q4 2024 Added 70.2%
$354B
$2.29 Million 1.5% of portfolio
6,838
Q4 2024 Added 0.9%
$1.87B
$2.25 Million 1.47% of portfolio
207,040
Q4 2024 Added 1.75%
$423B
$2.15 Million 1.41% of portfolio
5,520
Q4 2024 Added 1.92%
$126B
$2.06 Million 1.35% of portfolio
36,356
Q4 2024 Added 1.31%
$256B
$2.05 Million 1.34% of portfolio
24,180
Q4 2024 Added 4.85%
$103B
$2.03 Million 1.33% of portfolio
23,733
Q4 2024 Reduced 11.5%
$308B
$2.01 Million 1.32% of portfolio
14,971
Q4 2024 Added 26.75%
$18.8B
$2.02 Million 1.32% of portfolio
54,282
Q4 2024 Added 3.3%
$103B
$2 Million 1.31% of portfolio
11,315
Q4 2024 New
$0
$1.91 Million 1.25% of portfolio
8,639
Q4 2024 New
$81.2B
$1.9 Million 1.24% of portfolio
94,519
Q4 2024 Added 2.0%
$453B
$1.86 Million 1.22% of portfolio
17,304
Q4 2024 Added 2.63%
$26.7B
$1.69 Million 1.1% of portfolio
14,629
Q4 2024 Added 2.17%
$13.5B
$1.34 Million 0.88% of portfolio
52,705
Q4 2024 New
$206B
$1.1 Million 0.72% of portfolio
9,889
Q4 2024 New
$11B
$1.03 Million 0.67% of portfolio
77,499
Q4 2024 New
$45B
$952,000 0.62% of portfolio
11,208
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 Added 1.71%

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
Track This Portfolio

Track Udine Wealth Management, Inc. Portfolio

Follow Udine Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Udine Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Udine Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email