UDINE WEALTH MANAGEMENT, INC.

Q4 2024 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    31

  • Value ($000)

    $155,685

  • Date Filed
    01/15/2025
  • Form type
    13F-HR
  • CIK
    0001907240
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$27.57M
18 %

301,528

AAPL
AAPL

APPLE INC

COM
037833100
$16.36M
11 %

65,337

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$16.02M
10 %

38,015

SHV
SHV

ISHARES TR

SHORT TREAS BD
464288679
$11.86M
8 %

107,750

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$10.78M
7 %

56,924

BAC
BAC

BANK AMERICA CORP

COM
060505104
$8.99M
6 %

204,547

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$7.44M
5 %

31,023

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$6.99M
5 %

15,422

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.09M
3 %

18,628

TSLA
TSLA

TESLA INC

COM
88160R101
$3.97M
3 %

9,833

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