Udine Wealth Management, Inc. Top Holdings and 13F Report (2025) About Udine Wealth Management, Inc.Investment ActivityUdine Wealth Management, Inc. has $155.68 million in total holdings as of December 31, 2024.Udine Wealth Management, Inc. owns shares of 31 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 10.68% of the portfolio was purchased this quarter.About 8.31% of the portfolio was sold this quarter.This quarter, Udine Wealth Management, Inc. has purchased 28 new stocks and bought additional shares in 18 stocks.Udine Wealth Management, Inc. sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $27,568,705Apple $16,361,692Microsoft $16,023,322iShares Short Treasury Bond ETF $11,864,352Alphabet $10,775,713 Largest New Holdings this Quarter Boeing $2,002,755 HoldingiShares Russell 2000 ETF $1,908,873 HoldingRocket Lab USA $1,342,396 HoldingWalt Disney $1,101,140 HoldingRivian Automotive $1,030,737 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 45,375 shares (about $4.15M)Boeing 11,315 shares (about $2.00M)iShares Russell 2000 ETF 8,639 shares (about $1.91M)Rocket Lab USA 52,705 shares (about $1.34M)Robinhood Markets 32,357 shares (about $1.21M) Largest Sales this Quarter Apple 14,601 shares (about $3.66M)PALANTIR TECHNOLOGIES INC 36,706 shares (about $2.78M)Alphabet 6,666 shares (about $1.26M)JPMorgan Chase & Co. 1,861 shares (about $446.10K)PayPal 3,084 shares (about $263.22K) 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$27,568,705$4,148,636 ▲17.7%301,52817.7%ETFAAPLApple$16,361,692$3,656,383 ▼-18.3%65,33710.5%Computer and TechnologyMSFTMicrosoft$16,023,322$570,711 ▲3.7%38,01510.3%Computer and TechnologySHViShares Short Treasury Bond ETF$11,864,3520.0%107,7507.6%ETFGOOGAlphabet$10,775,713$1,261,874 ▼-10.5%56,9246.9%Computer and TechnologyBACBank of America$8,989,841$144,639 ▼-1.6%204,5475.8%FinanceJPMJPMorgan Chase & Co.$7,436,523$446,100 ▼-5.7%31,0234.8%FinanceBRK.BBerkshire Hathaway$6,990,484$619,180 ▲9.7%15,4224.5%FinanceAMZNAmazon.com$4,086,797$246,375 ▲6.4%18,6282.6%Retail/WholesaleTSLATesla$3,970,959$136,498 ▲3.6%9,8332.6%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$3,095,612$2,776,075 ▼-47.3%40,9312.0%CL AISHARES BITCOIN TRUST ETF$2,929,209$49,177 ▲1.7%55,2161.9%SHS BEN INTHOODRobinhood Markets$2,922,935$1,205,622 ▲70.2%78,4471.9%FinanceCRMSalesforce$2,286,148$20,394 ▲0.9%6,8381.5%Computer and TechnologyENVXEnovix$2,250,525$38,654 ▲1.7%207,0401.4%Oils/EnergyHDHome Depot$2,147,225$40,455 ▲1.9%5,5201.4%Retail/WholesaleBMYBristol-Myers Squibb$2,056,295$26,640 ▲1.3%36,3561.3%MedicalBABAAlibaba Group$2,050,222$94,880 ▲4.9%24,1801.3%Retail/WholesaleUBERUber Technologies$2,042,254$483,766 ▲31.0%33,8571.3%Computer and TechnologyPYPLPayPal$2,025,612$263,219 ▼-11.5%23,7331.3%Computer and TechnologyDKNGDraftKings$2,019,290$64,505 ▲3.3%54,2821.3%Consumer DiscretionaryNVDANVIDIA$2,010,456$424,356 ▲26.8%14,9711.3%Computer and TechnologyBABoeing$2,002,755$2,002,755 ▲New Holding11,3151.3%AerospaceIWMiShares Russell 2000 ETF$1,908,873$1,908,873 ▲New Holding8,6391.2%FinanceINTCIntel$1,895,106$37,113 ▲2.0%94,5191.2%Computer and TechnologyXOMExxon Mobil$1,861,391$47,761 ▲2.6%17,3041.2%Oils/EnergyDELLDell Technologies$1,685,846$35,840 ▲2.2%14,6291.1%Computer and TechnologyRKLBRocket Lab USA$1,342,396$1,342,396 ▲New Holding52,7050.9%AerospaceDISWalt Disney$1,101,140$1,101,140 ▲New Holding9,8890.7%Consumer DiscretionaryRIVNRivian Automotive$1,030,737$1,030,737 ▲New Holding77,4990.7%Auto/Tires/TrucksSQBlock$952,568$952,568 ▲New Holding11,2080.6%Business ServicesMSOSAdvisorShares Pure US Cannabis ETF$0$2,585,667 ▼-100.0%00.0%ETFOSCROscar Health$0$925,223 ▼-100.0%00.0%FinanceZZillow Group$0$878,704 ▼-100.0%00.0%FinanceShowing 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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