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Size ($ in 1000's)
At 03/31/2024: $145,488
At 12/31/2023: $125,624
Udine Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Udine Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Udine Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Udine Wealth Management Inc..
In the Udine Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Udine Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Udine Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (BIL) |
254,038 |
-3,882 |
$23,321 | | BIL | 254,038 | -3,882 | $23,321 | | MICROSOFT CORP |
36,051 |
-4,327 |
$15,167 | | MSFT | 36,051 | -4,327 | $15,167 | | APPLE INC |
83,240 |
-10,453 |
$14,274 | | AAPL | 83,240 | -10,453 | $14,274 | | PROSHARES TR (PSQ) |
1,509,250 |
+1,096,888 |
$13,221 | | PSQ | 1,509,250 | +1,096,888 | $13,221 | | ISHARES TR (SHV) |
107,750 |
-3,000 |
$11,911 | | SHV | 107,750 | -3,000 | $11,911 | | ALPHABET INC |
69,621 |
-163 |
$10,508 | | GOOG | 69,621 | -163 | $10,508 | | BANK AMERICA CORP |
201,882 |
+466 |
$7,655 | | BAC | 201,882 | +466 | $7,655 | | JPMORGAN CHASE & CO |
32,633 |
-6,003 |
$6,536 | | JPM | 32,633 | -6,003 | $6,536 |  BERKSHIRE HATHAWAY INC DEL |
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$5,876 | | BRK.B | 13,974 | -200 | $5,876 | | INTEL CORP |
84,998 |
-19,941 |
$3,754 | | INTC | 84,998 | -19,941 | $3,754 | | TESLA INC |
20,509 |
+20,509 |
$3,605 | | TSLA | 20,509 | +20,509 | $3,605 | | AMAZON COM INC |
16,966 |
-109 |
$3,060 | | AMZN | 16,966 | -109 | $3,060 | | DELL TECHNOLOGIES INC |
23,075 |
+23,075 |
$2,633 | | DELL | 23,075 | +23,075 | $2,633 | | PALANTIR TECHNOLOGIES INC |
103,398 |
+9,486 |
$2,379 | | PLTR | 103,398 | +9,486 | $2,379 | | DRAFTKINGS INC NEW |
48,723 |
-29,126 |
$2,213 | | DKNG | 48,723 | -29,126 | $2,213 | | DISNEY WALT CO |
17,526 |
+228 |
$2,144 | | DIS | 17,526 | +228 | $2,144 | | MAPLEBEAR INC |
56,556 |
+56,556 |
$2,109 | | CART | 56,556 | +56,556 | $2,109 | | ISHARES BITCOIN TR (IBIT) |
50,280 |
+50,280 |
$2,035 | | IBIT | 50,280 | +50,280 | $2,035 | | HOME DEPOT INC |
4,958 |
-68 |
$1,902 | | HD | 4,958 | -68 | $1,902 | | EXXON MOBIL CORP |
15,685 |
+15,685 |
$1,823 | | XOM | 15,685 | +15,685 | $1,823 | | BRISTOL MYERS SQUIBB CO |
33,571 |
+33,571 |
$1,821 | | BMY | 33,571 | +33,571 | $1,821 | | PAYPAL HLDGS INC |
26,115 |
+26,115 |
$1,749 | | PYPL | 26,115 | +26,115 | $1,749 | | ISHARES TR (EEM) |
41,444 |
+41,444 |
$1,703 | | EEM | 41,444 | +41,444 | $1,703 | | UBER TECHNOLOGIES INC |
21,616 |
-18,656 |
$1,664 | | UBER | 21,616 | -18,656 | $1,664 | | ENOVIX CORPORATION |
137,314 |
+2,601 |
$1,100 | | ENVX | 137,314 | +2,601 | $1,100 | | NVIDIA CORPORATION |
999 |
+999 |
$903 | | NVDA | 999 | +999 | $903 |
See Full List: All Stocks Held By Udine Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Udine Wealth Management Inc.
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