Udine Wealth Management, Inc. Portfolio Holdings

Udine Wealth Management, Inc.

  • $142 Million
  • Q2 2024

Udine Wealth Management, Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Million distributed in 24 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 $23.2M, Apple Inc. with a value of $17.3M, Microsoft Corp with a value of $16.1M, Proshares Short Qqq with a value of $12.3M, and Alphabet Inc. with a value of $12M.

Examining the 13F form we can see an increase of $422K in the current position value, from $141M to 142M.

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

Portfolio value $142 Million
ETFs: $50.1 Million
Technology: $42.2 Million
Financial Services: $20.5 Million
Communication Services: $13.9 Million
Consumer Cyclical: $10.5 Million
Industrials: $2.72 Million
Energy: $1.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$17.3 Million 12.19% of portfolio
82,119
Q2 2024 Reduced 1.35%
$3.19T
$16.1 Million 11.33% of portfolio
35,971
Q2 2024 Reduced 0.22%
$1.01T
$12 Million 8.48% of portfolio
65,565
Q2 2024 Reduced 5.83%
$316B
$8.18 Million 5.77% of portfolio
205,736
Q2 2024 Added 1.91%
$617B
$6.61 Million 4.66% of portfolio
32,676
Q2 2024 Added 0.13%
$595B
$5.67 Million 4.0% of portfolio
13,944
Q2 2024 Reduced 0.21%
$1.92T
$3.33 Million 2.34% of portfolio
17,209
Q2 2024 Added 1.43%
$1.5B
$2.72 Million 1.92% of portfolio
175,823
Q2 2024 Added 28.04%
$72.3B
$1.97 Million 1.39% of portfolio
77,604
Q2 2024 Reduced 24.95%
$20B
$1.96 Million 1.38% of portfolio
86,127
Q2 2024 New
$18.1B
$1.93 Million 1.36% of portfolio
50,475
Q2 2024 Added 3.6%
$483B
$1.9 Million 1.34% of portfolio
16,493
Q2 2024 Added 5.15%
$31.2B
$1.88 Million 1.32% of portfolio
13,613
Q2 2024 Reduced 41.01%
$823B
$1.85 Million 1.3% of portfolio
9,359
Q2 2024 Reduced 54.37%
$175B
$1.84 Million 1.3% of portfolio
18,552
Q2 2024 Added 5.85%
$409B
$1.83 Million 1.29% of portfolio
5,313
Q2 2024 Added 7.16%
$284B
$1.62 Million 1.14% of portfolio
22,491
Q2 2024 New
$302B
$1.26 Million 0.89% of portfolio
10,220
Q2 2024 Added 923.02%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $142 Million
  • Prior Value $141 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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