Udine Wealth Management, Inc. Portfolio Holdings by Sector
Udine Wealth Management, Inc.
- $201 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL SHV QQQ 3 stocks |
$40,910
20.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD PLTR CRWD 4 stocks |
$30,820
15.32% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM NU 3 stocks |
$24,577
12.22% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$17,989
8.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$15,517
7.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC 2 stocks |
$9,131
4.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$8,685
4.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$7,616
3.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE EOSE 2 stocks |
$7,275
3.62% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN 2 stocks |
$6,079
3.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER GRAB 2 stocks |
$5,047
2.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$3,257
1.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$2,774
1.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$2,693
1.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$2,664
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,623
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2,596
1.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$2,499
1.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2,490
1.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$2,260
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
LMND 1 stocks |
$1,777
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$1,413
0.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$486
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|