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
+1.06%
+2.05%
44,066.4
 
MSFT
Microsoft Corp
39,941
14,993.5
+5.07%
10.030
+0.48%
0.000
+27.21%
+18.11%
3,686,095.8
Software
AAPL
Apple Inc
67,389
14,969.1
+3.14%
10.010
+0.30%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
SHV
iShares Short Treasury Bond ETF
107,750
11,902.1
0%
7.960
0%
0.060
+1.05%
+2.03%
20,520.8
 
GOOG
Alphabet Inc
59,532
9,206.0
+4.58%
6.160
+0.27%
0.000
+8.78%
-6.17%
2,164,997.8
Interactive Media
BAC
Bank of America Corp
217,833
9,090.2
+6.50%
6.080
+0.37%
0.000
+11.37%
+8.53%
354,902.0
Banks
BRK.B
Berkshire Hathaway Inc
15,930
8,484.0
+3.29%
5.680
+0.18%
0.000
-9.14%
+7.15%
1,049,088.5
Insurance
JPM
JPMorgan Chase & Co
32,794
8,044.4
+5.71%
5.380
+0.29%
0.000
+16.43%
+21.13%
797,905.8
Banks
AMZN
Amazon.com Inc
20,683
3,935.2
+11.03%
2.630
+0.26%
0.000
+10.90%
+1.78%
2,370,631.5
Retail - Cyclical
NVDA
NVIDIA Corp
34,289
3,716.2
+129.04%
2.490
+1.40%
0.000
+41.58%
+17.49%
3,847,137.1
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
$273.42
-12.09%
Sold Out
0
-6,838
ENVX
Enovix Corp
2025-03-31
Sold Out
Sold Out
-1.45%
●
7.21 ($10.17) 14.33
$9.89
-2.75%
Sold Out
0
-207,040
NU
Nu Holdings Ltd
2025-03-31
New Buy
New Buy
+1.42%
●
10.12 ($11.82) 13.95
$13.25
12.10%
New holding
206,932
206,932
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.40%
●
106.98 ($126.74) 149.43
$157.75
24.47%
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
$49.68
0.81%
New holding
41,634
41,634
BA
Boeing Co
2025-03-31
Sold Out
Sold Out
-1.29%
●
148.15 ($173.09) 186.25
$214.55
23.95%
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
$215.48
-0.66%
Sold Out
0
-8,639
LMND
Lemonade Inc
2025-03-31
New Buy
New Buy
+1.21%
●
30.77 ($34.41) 38.56
$42.06
22.23%
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
$123.99
17.21%
Sold Out
0
-14,629
GRAB
Grab Holdings Ltd
2025-03-31
New Buy
New Buy
+0.71%
●
4.12 ($4.67) 5.34
$4.94
5.78%
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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