Udine Wealth Management, Inc. Portfolio Holdings
Udine Wealth Management, Inc.
- $212 Million
- Q4 2025
Udine Wealth Management, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $212 Million distributed in 35 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 $29M, Alphabet Inc. with a value of $20.9M, Microsoft Corp with a value of $20.6M, Apple Inc. with a value of $19.7M, and Bank Of America Corp with a value of $12.3M.
Examining the 13F form we can see an increase of $10.4M in the current position value, from $201M to 212M.
Below you can find more details about Udine Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$212 Million
Technology: $66 Million
Financial Services: $43.5 Million
ETFs: $40.7 Million
Communication Services: $20.9 Million
Consumer Cyclical: $19.4 Million
Industrials: $9.21 Million
Energy: $3.03 Million
Healthcare: $1.28 Million
Other: $0