Udine Wealth Management, Inc. Top Holdings and 13F Report (2025) About Udine Wealth Management, Inc.Investment ActivityUdine Wealth Management, Inc. has $149.49 million in total holdings as of March 31, 2025.Udine Wealth Management, Inc. owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 10.02% of the portfolio was purchased this quarter.About 10.46% of the portfolio was sold this quarter.This quarter, Udine Wealth Management, Inc. has purchased 31 new stocks and bought additional shares in 19 stocks.Udine Wealth Management, Inc. sold shares of 3 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $28,136,618Microsoft $14,993,452Apple $14,969,119iShares Short Treasury Bond ETF $11,902,065Alphabet $9,206,028 Largest New Holdings this Quarter G6683N103 - NU $2,118,984 Holding37045V100 - General Motors $1,958,047 Holding52567D107 - Lemonade $1,808,199 HoldingG4124C109 - Grab $1,066,620 Holding093712107 - Bloom Energy $794,205 Holding Largest Purchases this Quarter NU 206,932 shares (about $2.12M)NVIDIA 19,318 shares (about $2.09M)General Motors 41,634 shares (about $1.96M)Lemonade 57,531 shares (about $1.81M)Grab 235,457 shares (about $1.07M) Largest Sales this Quarter Alibaba Group 8,392 shares (about $1.11M)PALANTIR TECHNOLOGIES INC 10,763 shares (about $908.40K)DraftKings 11,831 shares (about $392.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUdine Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$28,136,618$477,455 ▲1.7%306,73318.8%ETFMSFTMicrosoft$14,993,452$723,001 ▲5.1%39,94110.0%Computer and TechnologyAAPLApple$14,969,119$455,811 ▲3.1%67,38910.0%Computer and TechnologySHViShares Short Treasury Bond ETF$11,902,0650.0%107,7508.0%ETFGOOGAlphabet$9,206,028$403,301 ▲4.6%59,5326.2%Computer and TechnologyBACBank of America$9,090,171$554,425 ▲6.5%217,8336.1%FinanceBRK.BBerkshire Hathaway$8,483,999$270,551 ▲3.3%15,9305.7%FinanceJPMJPMorgan Chase & Co.$8,044,368$434,426 ▲5.7%32,7945.4%FinanceAMZNAmazon.com$3,935,148$390,984 ▲11.0%20,6832.6%Retail/WholesaleNVDANVIDIA$3,716,242$2,093,685 ▲129.0%34,2892.5%Computer and TechnologyHOODRobinhood Markets$3,402,019$137,055 ▲4.2%81,7402.3%FinanceTSLATesla$2,724,808$176,488 ▲6.9%10,5141.8%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$2,697,660$112,999 ▲4.4%57,6301.8%SHS BEN INTPALANTIR TECHNOLOGIES INC$2,546,179$908,397 ▼-26.3%30,1681.7%CL AUBERUber Technologies$2,523,943$57,122 ▲2.3%34,6411.7%Computer and TechnologyXOMExxon Mobil$2,374,794$316,829 ▲15.4%19,9681.6%EnergyINTCIntel$2,283,740$137,214 ▲6.4%100,5611.5%Computer and TechnologyBMYBristol-Myers Squibb$2,276,635$59,282 ▲2.7%37,3281.5%MedicalHDHome Depot$2,161,558$138,533 ▲6.8%5,8981.4%Retail/WholesaleNUNU$2,118,984$2,118,984 ▲New Holding206,9321.4%FinanceBABAAlibaba Group$2,087,647$1,109,674 ▼-34.7%15,7881.4%Retail/WholesaleGMGeneral Motors$1,958,047$1,958,047 ▲New Holding41,6341.3%Auto/Tires/TrucksLMNDLemonade$1,808,199$1,808,199 ▲New Holding57,5311.2%FinancePYPLPayPal$1,632,098$83,520 ▲5.4%25,0131.1%Computer and TechnologyDKNGDraftKings$1,409,798$392,908 ▼-21.8%42,4510.9%Consumer DiscretionaryRKLBRocket Lab USA$1,145,750$203,385 ▲21.6%64,0800.8%AerospaceGRABGrab$1,066,620$1,066,620 ▲New Holding235,4570.7%Computer and TechnologyBEBloom Energy$794,205$794,205 ▲New Holding40,3970.5%EnergyCRMSalesforce$0$2,286,148 ▼-100.0%00.0%Computer and TechnologyENVXEnovix$0$2,250,525 ▼-100.0%00.0%EnergyBABoeing$0$2,002,755 ▼-100.0%00.0%AerospaceIWMiShares Russell 2000 ETF$0$1,908,873 ▼-100.0%00.0%FinanceDELLDell Technologies$0$1,685,846 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$1,101,140 ▼-100.0%00.0%Consumer DiscretionaryRIVNRivian Automotive$0$1,030,737 ▼-100.0%00.0%Auto/Tires/TrucksBLOCK INC$0$952,568 ▼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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