Udine Wealth Management, Inc. Portfolio Holdings
Udine Wealth Management, Inc.
- $140 Million
- Q3 2024
Udine Wealth Management, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Million distributed in 28 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 $23.5M, Apple Inc. with a value of $18.6M, Microsoft Corp with a value of $15.8M, Ishares Tr with a value of $11.9M, and Alphabet Inc. with a value of $10.6M.
Examining the 13F form we can see an decrease of $2.02M in the current position value, from $142M to 140M.
Below you can find more details about Udine Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$140 Million
Technology: $47.5 Million
ETFs: $38 Million
Financial Services: $23.7 Million
Consumer Cyclical: $12.4 Million
Communication Services: $11.5 Million
Healthcare: $2.78 Million
Energy: $1.98 Million
Industrials: $1.9 Million
Other: $0