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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$16.4 Million 10.71% of portfolio
65,337
Q4 2024 Reduced 18.27%
$3.2T
$16 Million 10.49% of portfolio
38,015
Q4 2024 Added 3.69%
$1.2T
$10.8 Million 7.09% of portfolio
56,924
Q4 2024 Reduced 10.48%
$373B
$8.99 Million 5.88% of portfolio
204,547
Q4 2024 Reduced 1.58%
$761B
$7.44 Million 4.87% of portfolio
31,023
Q4 2024 Reduced 5.66%
$609B
$6.99 Million 4.57% of portfolio
15,422
Q4 2024 Added 9.72%
$2.3T
$4.09 Million 2.67% of portfolio
18,628
Q4 2024 Added 6.42%
$1.35T
$3.97 Million 2.6% of portfolio
9,833
Q4 2024 Added 3.56%
$325B
$2.29 Million 1.5% of portfolio
6,838
Q4 2024 Added 0.9%
$419B
$2.15 Million 1.41% of portfolio
5,520
Q4 2024 Added 1.92%
$225B
$2.05 Million 1.34% of portfolio
24,180
Q4 2024 Added 4.85%
$343B
$2.01 Million 1.32% of portfolio
14,971
Q4 2024 Added 26.75%
$468B
$1.86 Million 1.22% of portfolio
17,304
Q4 2024 Added 2.63%

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
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