Udine Wealth Management, Inc. Portfolio Holdings by Sector
Udine Wealth Management, Inc.
- $212 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL SHV 2 stocks |
$40,744
19.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD PLTR PATH 4 stocks |
$30,042
14.72% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM NU 3 stocks |
$26,232
12.85% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$20,896
10.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$19,711
9.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$8,942
4.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM ZETA GRAB UBER 4 stocks |
$8,678
4.25% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC 2 stocks |
$7,604
3.73% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$7,502
3.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN 2 stocks |
$6,769
3.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE EOSE 2 stocks |
$4,983
2.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$3,356
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$3,029
1.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,953
1.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2,671
1.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$2,527
1.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$2,474
1.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
LMND 1 stocks |
$2,415
1.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WRBY 1 stocks |
$1,284
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$1,273
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|