Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $168 Million
  • Prior Value $147 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Udine Wealth Management, Inc. Portfolio

Follow Udine Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Udine Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Udine Wealth Management, Inc. with notifications on news.