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CIK: 0001907240
Total reported value
$242.9M
$242.9M
35 檔
34.8%
During the Q2 2025 filing period, Udine Wealth Management, Inc. (CIK: 0001907240) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $242.9M across 35 reported positions.
In Q2 2025, Udine Wealth Management, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 16 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 | 16.33% | -2.57% | -1.68% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.78% | -0.97% | +0.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.38% | -0.22% | +2.71% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.02% | -1.33% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.33% | +0.59% | +2.14% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 6.09% | — | +0.15% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.26% | -0.23% | -6.23% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.02% | -0.33% | -5.47% | |
| 9 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.99% | +0.33% | -33.89% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.86% | +0.10% | +6.74% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.10% | -0.28% | +0.87% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.00% | -0.08% | +1.67% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.98% | -0.52% | -18.34% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.83% | -0.41% | +3.02% | |
| 15 | NU | Nu Holdings Ltd. | Stock-Financials | 1.68% | -0.30% | +0.28% | |
| 16 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.49% | — | +38.33% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.48% | -0.03% | -22.38% | |
| 18 | RH | Rh | Stock-Consumer Disc | 1.45% | +0.24% | — | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.39% | +1.29% | NEW | |
| 20 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.38% | -0.27% | — | |
| 21 | INTC | Intel CORP | Stock-Tech | 1.38% | +0.19% | +3.69% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.32% | -0.10% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | -1.35% | EXIT | |
| 24 | BX | Blackstone Inc | Stock-Financials | 1.32% | — | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.66% | +1.83% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.06% | -1.01% | EXIT | |
| 27 | LMND | Lemonade Inc | Stock-Financials | 0.83% | -0.06% | -44.28% | |
| 28 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.78% | — | — | |
| 29 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.76% | -0.03% | — | |
| 30 | TOST | Toast Inc-class A | Stock-Tech | 0.76% | +1.24% | NEW | |
| 31 | GRAB | Grab Holdings Limited | Stock-Tech | 0.73% | -0.79% | EXIT | |
| 32 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.70% | +0.19% | +22.00% | |
| 33 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.55% | +0.18% | — | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.21% | -0.05% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +0.43% | Add |
| 2 | RH | Rh | +1.5% | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | +1.4% | NEW | New buy |
| 4 | RKLB | Rocket Lab CORP | +1.4% | NEW | New buy |
| 5 | UPS | United Parcel Service-cl B | +1.3% | NEW | New buy |
| 6 | BX | Blackstone Inc | +1.3% | NEW | New buy |
| 7 | OSCR | Oscar Health Inc - Class A | +0.8% | NEW | New buy |
| 8 | RKT | Rocket Cos Inc-class A | +0.8% | NEW | New buy |
| 9 | TOST | Toast Inc-class A | +0.8% | NEW | New buy |
| 10 | HOOD | Robinhood Markets Inc - A | +0.7% | -33.89% | Trim |
| 11 | DKNG | Draftkings Inc-cl A | +0.6% | +38.33% | Add |
| 12 | RIVN | Rivian Automotive Inc-a | +0.6% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.5% | -5.47% | Trim |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +0.87% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.3% | -18.34% | Trim |
| 16 | NU | Nu Holdings Ltd. | +0.3% | +0.28% | Add |
| 17 | AMZN | Amazon.com Inc | +0.2% | +6.74% | Add |
| 18 | BA | Boeing Co/the | +0.2% | NEW | New buy |
| 19 | TSLA | Tesla Inc | +0.2% | +1.67% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.2% | +2.14% | Add |
| 21 | BE | Bloom Energy Corp- A | +0.2% | +22.00% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | New buy |
| 23 | GRAB | Grab Holdings Limited | 0% | +3.99% | Add |
| 24 | BAC | Bank Of America CORP | 0% | +0.15% | Add |
| 25 | JPM | Jpmorgan Chase & Co | -0.1% | -6.23% | Trim |
| 26 | HD | Home Depot Inc | -0.1% | +3.29% | Add |
| 27 | INTC | Intel CORP | -0.2% | +3.69% | Add |
| 28 | UBER | Uber Technologies Inc | -0.2% | -22.38% | Trim |
| 29 | XOM | Exxon Mobil CORP | -0.3% | +1.83% | Add |
| 30 | BABA | Alibaba Group Holding-sp Adr | -0.3% | +0.65% | Add |
| 31 | LMND | Lemonade Inc | -0.4% | -44.28% | Trim |
| 32 | RKLB | Rocket Lab Corporation | -0.8% | EXIT | Sold out |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | -0.9% | — | Unchanged |
| 34 | PYPL | Paypal Holdings Inc | -1.1% | EXIT | Sold out |
| 35 | GM | General Motors Co | -1.3% | EXIT | Sold out |
| 36 | BMY | Bristol-myers Squibb Co | -1.5% | EXIT | Sold out |
| 37 | AAPL | Apple Inc | -1.6% | +2.71% | Add |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2.5% | -1.68% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -3.9% | +3.02% | Add |
According to official SEC Form 13F filings, Udine Wealth Management, Inc. reported a total U.S. public equity portfolio value of $242.9M across 35 disclosed positions in Q2 2025.
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, MSFT, AAPL) accounted for 34.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
RH
市值: $2.4M
Top Position Liquidated / Trimmed
BMY
前期市值: $2.3M
During Q2 2025, Udine Wealth Management, Inc.'s top holdings by market value included BIL (16.3%)、MSFT (11.8%)、AAPL (8.4%). The largest single position, BIL, represented 16.3% of total portfolio value.
In Q2 2025, Udine Wealth Management, Inc. made 38 total portfolio adjustments, initiating 11 new buys, adding to 16 positions, trimming 7 holdings, and fully liquidating 4 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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