Udine Wealth Management, Inc. Top Holdings and 13F Report (2024) About Udine Wealth Management, Inc.Investment ActivityUdine Wealth Management, Inc. has $141.73 million in total holdings as of September 30, 2024.Udine Wealth Management, Inc. owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 8.14% of the portfolio was purchased this quarter.About 11.25% of the portfolio was sold this quarter.This quarter, Udine Wealth Management, Inc. has purchased 24 new stocks and bought additional shares in 18 stocks.Udine Wealth Management, Inc. sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $23,517,407Apple $18,625,554Microsoft $15,775,228iShares Short Treasury Bond ETF $11,920,382Alphabet $10,546,402 Largest New Holdings this Quarter Intel $2,173,991 HoldingPayPal $2,092,531 HoldingBristol-Myers Squibb $1,856,690 HoldingSalesforce $1,854,933 HoldingOscar Health $925,223 Holding Largest Purchases this Quarter Intel 92,668 shares (about $2.17M)PayPal 26,817 shares (about $2.09M)Bristol-Myers Squibb 35,885 shares (about $1.86M)Salesforce 6,777 shares (about $1.85M)Oscar Health 43,622 shares (about $925.22K) Largest Sales this Quarter Robinhood Markets 40,037 shares (about $937.67K)Apple 2,181 shares (about $508.17K)Alphabet 1,975 shares (about $327.55K) 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$23,517,407$274,145 ▲1.2%256,15316.6%ETFAAPLApple$18,625,554$508,173 ▼-2.7%79,93813.1%Computer and TechnologyMSFTMicrosoft$15,775,228$296,907 ▲1.9%36,66111.1%Computer and TechnologySHViShares Short Treasury Bond ETF$11,920,3820.0%107,7508.4%ETFGOOGAlphabet$10,546,402$327,554 ▼-3.0%63,5907.4%Computer and TechnologyBACBank of America$8,247,233$83,410 ▲1.0%207,8385.8%FinanceJPMJPMorgan Chase & Co.$6,933,920$43,859 ▲0.6%32,8844.9%FinanceBRK.BBerkshire Hathaway$6,469,415$51,549 ▲0.8%14,0564.6%FinanceAMZNAmazon.com$3,261,707$55,154 ▲1.7%17,5052.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$2,888,096$1,228 ▲0.0%77,6372.0%CL AMSOSAdvisorShares Pure US Cannabis ETF$2,585,667$1,083 ▲0.0%360,6231.8%ETFTSLATesla$2,484,177$35,582 ▲1.5%9,4951.8%Auto/Tires/TrucksBABAAlibaba Group$2,447,233$60,488 ▲2.5%23,0611.7%Retail/WholesaleHDHome Depot$2,194,563$41,736 ▲1.9%5,4161.5%Retail/WholesaleINTCIntel$2,173,991$2,173,991 ▲New Holding92,6681.5%Computer and TechnologyPYPLPayPal$2,092,531$2,092,531 ▲New Holding26,8171.5%Computer and TechnologyDKNGDraftKings$2,059,882$81,262 ▲4.1%52,5481.5%Consumer DiscretionaryXOMExxon Mobil$1,976,329$43,020 ▲2.2%16,8601.4%Oils/EnergyISHARES BITCOIN TRUST ETF$1,961,462$80,678 ▲4.3%54,2891.4%SHS BEN INTUBERUber Technologies$1,941,909$67,569 ▲3.6%25,8371.4%Computer and TechnologyENVXEnovix$1,900,541$258,354 ▲15.7%203,4841.3%Oils/EnergyBMYBristol-Myers Squibb$1,856,690$1,856,690 ▲New Holding35,8851.3%MedicalCRMSalesforce$1,854,933$1,854,933 ▲New Holding6,7771.3%Computer and TechnologyDELLDell Technologies$1,697,256$83,571 ▲5.2%14,3181.2%Computer and TechnologyNVDANVIDIA$1,434,328$193,211 ▲15.6%11,8111.0%Computer and TechnologyHOODRobinhood Markets$1,079,428$937,667 ▼-46.5%46,0900.8%FinanceOSCROscar Health$925,223$925,223 ▲New Holding43,6220.7%FinanceZZillow Group$878,704$878,704 ▲New Holding13,7620.6%FinancePSQProShares Short QQQ$0$12,327,876 ▼-100.0%00.0%ETFDISWalt Disney$0$1,842,028 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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