Udine Wealth Management, Inc. Top Holdings and 13F Report (2025) About Udine Wealth Management, Inc.Investment ActivityUdine Wealth Management, Inc. has $189.44 million in total holdings as of June 30, 2025.Udine Wealth Management, Inc. owns shares of 35 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 20.82% of the portfolio was purchased this quarter.About 7.16% of the portfolio was sold this quarter.This quarter, Udine Wealth Management, Inc. has purchased 28 new stocks and bought additional shares in 16 stocks.Udine Wealth Management, Inc. sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $27,663,016Blackstone $22,282,441Microsoft $19,951,613Apple $14,200,636iShares Short Treasury Bond ETF $11,897,755 Largest New Holdings this Quarter 09260D107 - Blackstone $22,282,441 Holding74967X103 - RH $2,448,625 Holding91324P102 - UnitedHealth Group $2,348,822 Holding773121108 - ROCKET LAB CORP $2,342,613 Holding911312106 - United Parcel Service $2,234,812 Holding Largest Purchases this Quarter Blackstone 15,259 shares (about $22.28M)RH 12,955 shares (about $2.45M)UnitedHealth Group 7,529 shares (about $2.35M)ROCKET LAB CORP 65,491 shares (about $2.34M)United Parcel Service 22,140 shares (about $2.23M) Largest Sales this Quarter Robinhood Markets 27,700 shares (about $2.59M)Lemonade 25,472 shares (about $1.12M)PALANTIR TECHNOLOGIES INC 5,534 shares (about $754.39K)Uber Technologies 7,754 shares (about $723.45K)JPMorgan Chase & Co. 2,042 shares (about $592.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUdine Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$27,663,016$473,602 ▼-1.7%301,57014.6%ETFBXBlackstone$22,282,441$22,282,441 ▲New Holding15,25911.8%FinanceMSFTMicrosoft$19,951,613$84,560 ▲0.4%40,11110.5%Computer and TechnologyAAPLApple$14,200,636$374,435 ▲2.7%69,2147.5%Computer and TechnologySHViShares Short Treasury Bond ETF$11,897,7550.0%107,7506.3%ETFGOOGAlphabet$10,715,489$224,165 ▲2.1%60,8045.7%Computer and TechnologyBACBank of America$10,322,811$14,953 ▲0.1%218,1495.4%FinanceJPMJPMorgan Chase & Co.$8,915,312$591,996 ▼-6.2%30,7524.7%FinanceNVDANVIDIA$5,120,772$296,547 ▼-5.5%32,4122.7%Computer and TechnologyHOODRobinhood Markets$5,059,765$2,593,551 ▼-33.9%54,0402.7%FinanceAMZNAmazon.com$4,843,692$306,049 ▲6.7%22,0782.6%Retail/WholesaleISHARES BITCOIN TRUST ETF$3,558,260$30,727 ▲0.9%58,1321.9%SHS BEN INTTSLATesla$3,395,785$55,908 ▲1.7%10,6901.8%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$3,358,107$754,395 ▼-18.3%24,6341.8%CL ABRK.BBerkshire Hathaway$3,092,322$90,635 ▲3.0%16,4111.6%FinanceNUNU$2,846,955$7,848 ▲0.3%207,5041.5%FinanceDKNGDraftKings$2,518,544$697,820 ▲38.3%58,7211.3%Consumer DiscretionaryUBERUber Technologies$2,508,557$723,448 ▼-22.4%26,8871.3%Computer and TechnologyRHRH$2,448,625$2,448,625 ▲New Holding12,9551.3%Consumer StaplesUNHUnitedHealth Group$2,348,822$2,348,822 ▲New Holding7,5291.2%MedicalROCKET LAB CORP$2,342,613$2,342,613 ▲New Holding65,4911.2%COMINTCIntel$2,335,738$83,171 ▲3.7%104,2741.2%Computer and TechnologyUPSUnited Parcel Service$2,234,812$2,234,812 ▲New Holding22,1401.2%TransportationHDHome Depot$2,233,571$71,128 ▲3.3%6,0921.2%Retail/WholesaleXOMExxon Mobil$2,192,005$39,455 ▲1.8%20,3341.2%EnergyBABAAlibaba Group$1,802,085$11,568 ▲0.6%15,8901.0%Retail/WholesaleLMNDLemonade$1,404,505$1,115,928 ▼-44.3%32,0590.7%FinanceOSCROscar Health$1,317,960$1,317,960 ▲New Holding61,4720.7%FinanceRKTRocket Companies$1,280,936$1,280,936 ▲New Holding90,3340.7%FinanceTOSTToast$1,280,025$1,280,025 ▲New Holding28,9010.7%Computer and TechnologyGRABGrab$1,231,571$47,222 ▲4.0%244,8450.7%Computer and TechnologyBEBloom Energy$1,178,849$212,553 ▲22.0%49,2830.6%EnergyRIVNRivian Automotive$936,711$936,711 ▲New Holding68,1740.5%Auto/Tires/TrucksBABoeing$358,506$358,506 ▲New Holding1,7110.2%AerospaceQQQInvesco QQQ$260,374$260,374 ▲New Holding4720.1%FinanceBMYBristol Myers Squibb$0$2,276,635 ▼-100.0%00.0%MedicalGMGeneral Motors$0$1,958,047 ▼-100.0%00.0%Auto/Tires/TrucksPYPLPayPal$0$1,632,098 ▼-100.0%00.0%Business ServicesRKLBRocket Lab$0$1,145,750 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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