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CIK: 0001907240
Total reported value
$242.9M
$242.9M
28 檔
33.1%
In Q3 2024, Udine Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $242.9M, distributed across 28 disclosed stock positions.
In Q3 2024, Udine Wealth Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 16.59% | -2.57% | +1.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.14% | -0.22% | -2.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 11.13% | -0.97% | +1.92% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.41% | -1.33% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.44% | +0.59% | -3.01% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 5.82% | — | +1.02% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.89% | -0.23% | +0.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.56% | -0.41% | +0.80% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.10% | +1.72% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.04% | -0.52% | +0.04% | |
| 11 | MSOS | Advisorshares Pure US Cann | ETF-Other | 1.82% | — | +0.04% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | -0.08% | +1.45% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.73% | -1.01% | EXIT | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.55% | -1.35% | EXIT | |
| 15 | INTC | Intel CORP | Stock-Tech | 1.53% | +0.19% | — | |
| 16 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.48% | — | — | |
| 17 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.45% | — | +4.11% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -0.66% | +2.23% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.38% | -0.28% | +4.29% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.37% | -0.03% | +3.60% | |
| 21 | ENVX | Enovix CORP | Stock-Other | 1.34% | — | +15.73% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.31% | — | — | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.31% | — | — | |
| 24 | DELL | Dell Technologies -c | Stock-Tech | 1.20% | — | +5.18% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.33% | +15.57% | |
| 26 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.76% | +0.33% | -46.49% | |
| 27 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.65% | — | — | |
| 28 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.62% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +1.5% | NEW | New buy |
| 2 | PYPL | Paypal Holdings Inc | +1.5% | NEW | New buy |
| 3 | BMY | Bristol-myers Squibb Co | +1.3% | NEW | New buy |
| 4 | CRM | Salesforce Inc | +1.3% | NEW | New buy |
| 5 | AAPL | Apple Inc | +1.1% | -2.66% | Trim |
| 6 | PLTR | Palantir Technologies Inc-a | +0.7% | +0.04% | Add |
| 7 | OSCR | Oscar Health Inc - Class A | +0.7% | NEW | New buy |
| 8 | Z | Zillow Group Inc - C | +0.6% | NEW | New buy |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +0.80% | Add |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.6% | +2.53% | Add |
| 11 | TSLA | Tesla Inc | +0.5% | +1.45% | Add |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +1.18% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | +0.64% | Add |
| 14 | HD | Home Depot Inc | +0.3% | +1.94% | Add |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +4.29% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +15.57% | Add |
| 17 | BAC | Bank Of America CORP | +0.1% | +1.02% | Add |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | — | Unchanged |
| 19 | DKNG | Draftkings Inc-cl A | +0.1% | +4.11% | Add |
| 20 | UBER | Uber Technologies Inc | +0.1% | +3.60% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +2.23% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +1.72% | Add |
| 23 | MSOS | Advisorshares Pure US Cann | 0% | +0.04% | Add |
| 24 | MSFT | Microsoft CORP | -0.1% | +1.92% | Add |
| 25 | DELL | Dell Technologies -c | -0.1% | +5.18% | Add |
| 26 | ENVX | Enovix CORP | -0.6% | +15.73% | Add |
| 27 | HOOD | Robinhood Markets Inc - A | -0.6% | -46.49% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | -0.9% | -3.01% | Trim |
| 29 | DIS | Walt Disney Co/the | -1.3% | EXIT | Sold out |
| 30 | PSQUSD | Proshares Short Qqq | -8.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Udine Wealth Management, Inc. reported a total U.S. public equity portfolio value of $242.9M across 28 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, AAPL, MSFT) accounted for 33.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
INTC
市值: $2.2M
Top Position Liquidated / Trimmed
PSQUSD
前期市值: $12.3M
During Q3 2024, Udine Wealth Management, Inc.'s top holdings by market value included BIL (16.6%)、AAPL (13.1%)、MSFT (11.1%). The largest single position, BIL, represented 16.6% of total portfolio value.
In Q3 2024, Udine Wealth Management, Inc. made 29 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 3 holdings, and fully liquidating 2 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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