UW

UDINE WEALTH MANAGEMENT, INC.

13F
UDINE WEALTH MANAGEMENT, INC.
Last update 2025-04-11 28 Stocks (5 new)
Value $149.00 Mil Turnover 10 %
Countries:
Top Holdings: BIL(18.82%)MSFT(10.03%)AAPL(10.01%)SHV(7.96%)GOOG(6.16%)
Summary Stock Picks Current Portfolio
UDINE WEALTH MANAGEMENT, INC. Top Holdings of 2025-03-31 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
306,733
28,136.6
+1.73%
18.820
+0.32%
0.060
+0.02%
+0.27%
41,778.1
 
MSFT
Microsoft Corp
39,941
14,993.5
+5.07%
10.030
+0.48%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AAPL
Apple Inc
67,389
14,969.1
+3.14%
10.010
+0.30%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
SHV
iShares Short Treasury Bond ETF
107,750
11,902.1
0%
7.960
0%
0.060
-0.04%
+0.20%
20,785.6
 
GOOG
Alphabet Inc
59,532
9,206.0
+4.58%
6.160
+0.27%
0.000
+21.57%
+0.80%
2,315,381.3
Interactive Media
BAC
Bank of America Corp
217,833
9,090.2
+6.50%
6.080
+0.37%
0.000
+24.96%
+10.87%
358,001.8
Banks
BRK.B
Berkshire Hathaway Inc
15,930
8,484.0
+3.29%
5.680
+0.18%
0.000
-8.39%
+6.48%
1,040,746.7
Insurance
JPM
JPMorgan Chase & Co
32,794
8,044.4
+5.71%
5.380
+0.29%
0.000
+23.79%
+25.81%
815,993.3
Banks
AMZN
Amazon.com Inc
20,683
3,935.2
+11.03%
2.630
+0.26%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
NVDA
NVIDIA Corp
34,289
3,716.2
+129.04%
2.490
+1.40%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors

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
CRM
Salesforce Inc
2025-03-31
Sold Out
Sold Out
-1.47%
●
268.36 ($311.03) 359.95
$267.22
-14.09%
Sold Out
0
-6,838
ENVX
Enovix Corp
2025-03-31
Sold Out
Sold Out
-1.45%
●
7.21 ($10.17) 14.33
$14.56
43.17%
Sold Out
0
-207,040
NU
Nu Holdings Ltd
2025-03-31
New Buy
New Buy
+1.42%
●
10.12 ($11.82) 13.95
$12.96
9.64%
New holding
206,932
206,932
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.40%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 129.04%
34,289
19,318
GM
General Motors Co
2025-03-31
New Buy
New Buy
+1.31%
●
45.22 ($49.28) 54.92
$53.13
7.81%
New holding
41,634
41,634
BA
Boeing Co
2025-03-31
Sold Out
Sold Out
-1.29%
●
148.15 ($173.09) 186.25
$233.88
35.12%
Sold Out
0
-11,315
IWM
iShares Russell 2000 ETF
2025-03-31
Sold Out
Sold Out
-1.23%
●
198.1 ($216.92) 229.79
$226.68
4.50%
Sold Out
0
-8,639
LMND
Lemonade Inc
2025-03-31
New Buy
New Buy
+1.21%
●
30.77 ($34.41) 38.56
$41.87
21.68%
New holding
57,531
57,531
DELL
Dell Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.08%
●
90.34 ($105.78) 124.66
$127.22
20.27%
Sold Out
0
-14,629
GRAB
Grab Holdings Ltd
2025-03-31
New Buy
New Buy
+0.71%
●
4.12 ($4.67) 5.34
$5.37
14.99%
New holding
235,457
235,457

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 2025-03-31

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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