UW

UDINE WEALTH MANAGEMENT, INC.

13F
UDINE WEALTH MANAGEMENT, INC.
Last update 2024-10-08 28 Stocks (6 new)
Value $142.00 Mil Turnover 8 %
Countries:
Top Holdings: BIL(16.59%)AAPL(13.14%)MSFT(11.13%)SHV(8.41%)GOOG(7.44%)
Portfolio Report
Summary Stock Picks Current Portfolio
UDINE WEALTH MANAGEMENT, INC. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
256,153
23517.410
+1.18%
16.590
+0.19%
0.070
+0.03%
+0.12%
33255.172
 
AAPL 		Apple Inc
79,938
18625.550
-2.66%
13.140
-0.32%
0.000
+6.90%
+16.50%
3377630.649
Hardware
MSFT 		Microsoft Corp
36,661
15775.230
+1.92%
11.130
+0.21%
0.000
+4.32%
+10.02%
3059156.044
Software
SHV 		iShares Short Treasury Bond ETF
107,750
11920.380
0%
8.410
0%
0.060
-0.01%
+0.04%
18146.877
 
GOOG 		Alphabet Inc
63,590
10546.400
-3.01%
7.440
-0.25%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
BAC 		Bank of America Corp
207,838
8247.230
+1.02%
5.820
+0.06%
0.000
+15.02%
+26.84%
321340.198
Banks
JPM 		JPMorgan Chase & Co
32,884
6933.920
+0.64%
4.890
+0.03%
0.000
+14.34%
+33.32%
623569.750
Banks
BRK.B 		Berkshire Hathaway Inc
14,056
6469.420
+0.80%
4.560
+0.04%
0.000
+7.58%
+24.79%
959232.641
Insurance
AMZN 		Amazon.com Inc
17,505
3261.710
+1.72%
2.300
+0.04%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
PLTR 		Palantir Technologies Inc
77,637
2888.100
+0.04%
2.040
0%
0.000
+112.25%
+197.79%
116475.214
Software

UDINE WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

UDINE WEALTH MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PSQ 		ProShares Short QQQ -1x Shares2024-09-30Sold Out
-8.59%
●
38.66 ($41.19) 44.77
$39.34
-4.49%
Sold Out
0
-304,392
INTC 		Intel Corp2024-09-30New Buy
+1.53%
●
18.89 ($24.97) 34.87
$23.32
-6.61%
New holding
92,668
92,668
PYPL 		PayPal Holdings Inc2024-09-30New Buy
+1.48%
●
57.22 ($66.89) 80.08
$79.25
18.48%
New holding
26,817
26,817
BMY 		Bristol-Myers Squibb Co2024-09-30New Buy
+1.31%
●
39.66 ($46.91) 51.74
$55.95
19.27%
New holding
35,885
35,885
CRM 		Salesforce Inc2024-09-30New Buy
+1.31%
●
238.42 ($256.15) 276.64
$297.49
16.14%
New holding
6,777
6,777
DIS 		The Walt Disney Co2024-09-30Sold Out
-1.28%
●
85.6 ($92.01) 98.61
$96.63
5.02%
Sold Out
0
-18,552
OSCR 		Oscar Health Inc2024-09-30New Buy
+0.65%
●
14.96 ($18.01) 23.27
$18.34
1.83%
New holding
43,622
43,622
HOOD 		Robinhood Markets Inc2024-09-30Reduce
-0.63%
●
16.42 ($21.08) 24.63
$24.96
18.41%
Reduce -46.49%
46,090
-40,037
Z 		Zillow Group Inc2024-09-30New Buy
+0.62%
●
41.77 ($53.7) 67.84
$62.80
16.95%
New holding
13,762
13,762
AAPL 		Apple Inc2024-09-30Reduce
-0.32%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -2.66%
79,938
-2,181

UDINE WEALTH MANAGEMENT, INC. Total Holding History ($B)

To

UDINE WEALTH MANAGEMENT, INC.'s Asset Allocation

To

UDINE WEALTH MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

UDINE WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2024-09-30

UDINE WEALTH MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

UDINE WEALTH MANAGEMENT, INC.'s Holdings Heat Map

Size field:

UDINE WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart

UDINE WEALTH MANAGEMENT, INC. News

  • 1

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