Udine Wealth Management, Inc. Portfolio Holdings

Udine Wealth Management, Inc.

  • $201 Million
  • Q3 2025

Udine Wealth Management, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 Million distributed in 37 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 $28.8M, Microsoft Corp with a value of $21.2M, Apple Inc. with a value of $18M, Alphabet Inc. with a value of $15.5M, and Ishares Tr with a value of $11.8M.

Examining the 13F form we can see an increase of $32.7M in the current position value, from $168M to 201M.

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

Portfolio value $201 Million
Technology: $63 Million
Financial Services: $41 Million
ETFs: $40.9 Million
Consumer Cyclical: $21.2 Million
Communication Services: $15.5 Million
Industrials: $9.17 Million
Energy: $4.99 Million
Healthcare: $2.77 Million
Other: $2.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Million 14.29% of portfolio
313,423
Q3 2025 Added 3.93%
$3.96T
$21.2 Million 10.55% of portfolio
40,973
Q3 2025 Added 2.15%
$4.32T
$18 Million 8.94% of portfolio
70,651
Q3 2025 Added 2.08%
$1.64T
$15.5 Million 7.71% of portfolio
63,715
Q3 2025 Added 4.79%
$0
$11.8 Million 5.86% of portfolio
106,750
Q3 2025 Reduced 0.93%
$425B
$11.4 Million 5.65% of portfolio
220,505
Q3 2025 Added 1.08%
$892B
$9.8 Million 4.87% of portfolio
31,074
Q3 2025 Added 1.05%
$646B
$8.69 Million 4.32% of portfolio
17,277
Q3 2025 Added 5.28%
$477B
$5.56 Million 2.76% of portfolio
29,795
Q3 2025 Reduced 8.07%
$122B
$5.46 Million 2.72% of portfolio
38,148
Q3 2025 Reduced 29.41%
$19.5B
$5.33 Million 2.65% of portfolio
62,967
Q3 2025 Added 27.77%
$2.31T
$4.98 Million 2.47% of portfolio
22,665
Q3 2025 Added 2.66%
$1.43T
$4.81 Million 2.39% of portfolio
10,813
Q3 2025 Added 1.15%
$372B
$3.82 Million 1.9% of portfolio
20,927
Q3 2025 Reduced 15.05%
$162B
$3.57 Million 1.78% of portfolio
106,496
Q3 2025 Added 2.13%
$57B
$3.4 Million 1.69% of portfolio
212,436
Q3 2025 Added 2.38%
$3.57B
$2.77 Million 1.38% of portfolio
146,555
Q3 2025 Added 138.41%
$191B
$2.72 Million 1.35% of portfolio
27,719
Q3 2025 Added 3.09%
$109B
$2.69 Million 1.34% of portfolio
15,763
Q3 2025 Added 3.3%
$4.26B
$2.66 Million 1.32% of portfolio
13,113
Q3 2025 Added 1.22%
$475B
$2.64 Million 1.31% of portfolio
14,771
Q3 2025 Reduced 7.04%
$394B
$2.62 Million 1.3% of portfolio
6,475
Q3 2025 Added 6.29%
$14.7B
$2.6 Million 1.29% of portfolio
38,710
Q3 2025 New
$39.4B
$2.5 Million 1.24% of portfolio
52,896
Q3 2025 New
$483B
$2.49 Million 1.24% of portfolio
22,086
Q3 2025 Added 8.62%
$22.8B
$2.33 Million 1.16% of portfolio
387,391
Q3 2025 Added 58.22%
$15.1B
$2.26 Million 1.12% of portfolio
60,447
Q3 2025 Added 2.94%
$1B
$1.95 Million 0.97% of portfolio
176,881
Q3 2025 New
$3.44B
$1.78 Million 0.88% of portfolio
33,213
Q3 2025 Added 3.6%
$10.6B
$1.41 Million 0.7% of portfolio
87,579
Q3 2025 New
$11.8B
$1.27 Million 0.63% of portfolio
86,593
Q3 2025 Added 27.02%
$133B
$486,000 0.24% of portfolio
2,254
Q3 2025 Added 31.74%
$0
$360,000 0.18% of portfolio
600
Q3 2025 Added 27.12%
$114B
$320,000 0.16% of portfolio
654
Q3 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.22%
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.02%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $201 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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