Udine Wealth Management, Inc. Portfolio Holdings
Udine Wealth Management, Inc.
- $141 Million
- Q1 2024
Udine Wealth Management, Inc. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $141 Million distributed in 27 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 $23.3M, Microsoft Corp with a value of $15.2M, Apple Inc. with a value of $14.3M, Proshares Short Qqq with a value of $13.2M, and Ishares Tr with a value of $11.9M.
Examining the 13F form we can see an increase of $15.7M in the current position value, from $126M to 141M.
Below you can find more details about Udine Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$141 Million
ETFs: $50.2 Million
Technology: $40.8 Million
Financial Services: $21.8 Million
Communication Services: $12.7 Million
Consumer Cyclical: $10.8 Million
Energy: $1.82 Million
Healthcare: $1.82 Million
Industrials: $1.1 Million
Other: $421,000