Udine Wealth Management, Inc. Top Holdings and 13F Report (2024)

About Udine Wealth Management, Inc.

Investment Activity

  • Udine Wealth Management, Inc. has $145.02 million in total holdings as of March 31, 2024.
  • Udine Wealth Management, Inc. owns shares of 27 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 19.47% of the portfolio was purchased this quarter.
  • About 9.77% of the portfolio was sold this quarter.
  • This quarter, Udine Wealth Management, Inc. has purchased 20 new stocks and bought additional shares in 5 stocks.
  • Udine Wealth Management, Inc. sold shares of 12 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft
$15,167,377
Apple
$14,273,995

Largest New Holdings this Quarter

Dell Technologies
$2,633,088 Holding
MAPLEBEAR INC
$2,108,973 Holding
ISHARES BITCOIN TR
$2,034,832 Holding
Beyond Meat
$1,828,394 Holding
Exxon Mobil
$1,823,224 Holding

Largest Purchases this Quarter

ProShares Short QQQ
1,096,888 shares (about $9.61M)
Dell Technologies
23,075 shares (about $2.63M)
MAPLEBEAR INC
56,556 shares (about $2.11M)
ISHARES BITCOIN TR
50,280 shares (about $2.03M)
Beyond Meat
50,916 shares (about $1.83M)

Largest Sales this Quarter

Microsoft
4,327 shares (about $1.82M)
Apple
10,453 shares (about $1.79M)
Uber Technologies
18,656 shares (about $1.44M)
DraftKings
29,126 shares (about $1.32M)
JPMorgan Chase & Co.
6,003 shares (about $1.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUdine Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$23,320,688$356,368 -1.5%254,03816.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$15,167,377$1,820,455 -10.7%36,05110.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$14,273,995$1,792,480 -11.2%83,2409.8%Computer and Technology
ProShares Short QQQ stock logo
PSQ
ProShares Short QQQ
$13,221,030$9,608,739 266.0%1,509,2509.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$11,910,685$331,620 -2.7%107,7508.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$10,507,898$24,602 -0.2%69,6217.2%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$7,655,365$17,671 0.2%201,8825.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,536,390$1,202,401 -15.5%32,6334.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,876,346$84,104 -1.4%13,9744.1%Finance
Intel Co. stock logo
INTC
Intel
$3,754,362$880,794 -19.0%84,9982.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,060,327$19,661 -0.6%16,9662.1%Retail/Wholesale
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$2,633,088$2,633,088 New Holding23,0751.8%Computer and Technology
Palantir Technologies Inc. stock logo
PLTR
Palantir Technologies
$2,379,188$218,273 10.1%103,3981.6%Business Services
DraftKings Inc. stock logo
DKNG
DraftKings
$2,212,511$1,322,611 -37.4%48,7231.5%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$2,144,481$27,898 1.3%17,5261.5%Consumer Discretionary
MAPLEBEAR INC
$2,108,973$2,108,973 New Holding56,5561.5%COM
ISHARES BITCOIN TR
$2,034,832$2,034,832 New Holding50,2801.4%SHS
The Home Depot, Inc. stock logo
HD
Home Depot
$1,901,889$26,085 -1.4%4,9581.3%Retail/Wholesale
Beyond Meat, Inc. stock logo
BYND
Beyond Meat
$1,828,394$1,828,394 New Holding50,9161.3%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,823,224$1,823,224 New Holding15,6851.3%Oils/Energy
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,820,555$1,820,555 New Holding33,5711.3%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$1,749,444$1,749,444 New Holding26,1151.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,734,651$1,734,651 New Holding20,5091.2%Auto/Tires/Trucks
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,702,520$1,702,520 New Holding41,4441.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,664,216$1,436,326 -46.3%21,6161.1%Computer and Technology
Enovix Co. stock logo
ENVX
Enovix
$1,099,885$20,834 1.9%137,3140.8%Oils/Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$902,656$902,656 New Holding9990.6%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$0$1,679,162 -100.0%00.0%Computer and Technology
UiPath Inc. stock logo
PATH
UiPath
$0$1,622,176 -100.0%00.0%Business Services
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$0$1,571,515 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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