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CIK: 0001907240
Total reported value
$242.9M
$242.9M
27 檔
32.1%
At the close of Q1 2024, Udine Wealth Management, Inc. disclosed equity holdings valued at approximately $242.9M, spread across 27 reported holdings.
During Q1 2024, Udine Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 16.08% | -2.57% | -1.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.46% | -0.97% | -10.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.84% | -0.22% | -11.16% | |
| 4 | PSQUSD | Proshares Short Qqq | ETF-Other | 9.12% | — | +266.00% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.21% | -1.33% | -2.71% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.25% | +0.59% | -0.23% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 5.28% | — | +0.23% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.51% | -0.23% | -15.54% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.05% | -0.41% | -1.41% | |
| 10 | INTC | Intel CORP | Stock-Tech | 2.59% | +0.19% | -19.00% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | +0.10% | -0.64% | |
| 12 | DELL | Dell Technologies -c | Stock-Tech | 1.82% | — | — | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.64% | -0.52% | +10.10% | |
| 14 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.53% | — | -37.41% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.48% | — | +1.32% | |
| 16 | CART | Maplebear Inc | Stock-Consumer Disc | 1.45% | — | — | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.40% | -0.28% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | -1.35% | EXIT | |
| 19 | BYND | Beyond Meat Inc | Stock-Consumer Staples | 1.26% | — | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -0.66% | — | |
| 21 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.26% | — | — | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.21% | — | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | -0.08% | — | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.17% | — | — | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.15% | -0.03% | -46.33% | |
| 26 | ENVX | Enovix CORP | Stock-Other | 0.76% | — | +1.93% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.33% | — |
According to official SEC Form 13F filings, Udine Wealth Management, Inc. reported a total U.S. public equity portfolio value of $242.9M across 27 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, MSFT, AAPL) accounted for 32.1% of total reported equity market value during Q1 2024.
During Q1 2024, Udine Wealth Management, Inc.'s top holdings by market value included BIL (16.1%)、MSFT (10.5%)、AAPL (9.8%). The largest single position, BIL, represented 16.1% of total portfolio value.
In Q1 2024, Udine Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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