Udine Wealth Management, Inc. Portfolio Holdings

Udine Wealth Management, Inc.

  • $147 Million
  • Q1 2025

Udine Wealth Management, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 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 $28.1M, Microsoft Corp with a value of $15M, Apple Inc. with a value of $15M, Ishares Tr with a value of $11.9M, and Alphabet Inc. with a value of $9.3M.

Examining the 13F form we can see an decrease of $5.83M in the current position value, from $153M to 147M.

Below you can find more details about Udine Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
Technology: $45.5 Million
ETFs: $40 Million
Financial Services: $31.1 Million
Consumer Cyclical: $14.4 Million
Communication Services: $9.3 Million
Energy: $2.37 Million
Healthcare: $2.28 Million
Industrials: $2.01 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.74T
$15 Million 10.2% of portfolio
39,941
Q1 2025 Added 5.07%
$3.17T
$15 Million 10.18% of portfolio
67,389
Q1 2025 Added 3.14%
$933B
$9.3 Million 6.33% of portfolio
59,532
Q1 2025 Added 4.58%
$300B
$9.09 Million 6.18% of portfolio
217,833
Q1 2025 Added 6.5%
$687B
$8.36 Million 5.69% of portfolio
15,930
Q1 2025 Added 3.29%
$680B
$8.04 Million 5.47% of portfolio
32,794
Q1 2025 Added 5.71%
$1.76T
$3.94 Million 2.68% of portfolio
20,683
Q1 2025 Added 11.03%
$253B
$3.72 Million 2.53% of portfolio
34,289
Q1 2025 Added 129.04%
$34.4B
$3.4 Million 2.31% of portfolio
81,740
Q1 2025 Added 4.2%
$762B
$2.72 Million 1.85% of portfolio
10,514
Q1 2025 Added 6.93%
$184B
$2.55 Million 1.73% of portfolio
30,168
Q1 2025 Reduced 26.3%
$149B
$2.52 Million 1.72% of portfolio
34,641
Q1 2025 Added 2.32%
$446B
$2.37 Million 1.62% of portfolio
19,968
Q1 2025 Added 15.4%
$77.7B
$2.28 Million 1.55% of portfolio
100,561
Q1 2025 Added 6.39%
$105B
$2.28 Million 1.55% of portfolio
37,328
Q1 2025 Added 2.67%
$363B
$2.16 Million 1.47% of portfolio
5,898
Q1 2025 Added 6.85%
$288B
$2.09 Million 1.42% of portfolio
15,788
Q1 2025 Reduced 34.71%
$63.3B
$1.96 Million 1.33% of portfolio
41,634
Q1 2025 New
$1.85B
$1.87 Million 1.27% of portfolio
57,531
Q1 2025 New
$70.5B
$1.63 Million 1.11% of portfolio
25,013
Q1 2025 Added 5.39%
$15.1B
$1.5 Million 1.02% of portfolio
42,451
Q1 2025 Reduced 21.8%
$9.26B
$1.19 Million 0.81% of portfolio
64,080
Q1 2025 Added 21.58%
$15.3B
$1.07 Million 0.73% of portfolio
235,457
Q1 2025 New
$3.05B
$821,000 0.56% of portfolio
40,397
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $147 Million
  • Prior Value $153 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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