UDINE WEALTH MANAGEMENT, INC.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    boca raton, FL
  • CIK
    0001907240
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

31

$155.69M
KRE, AAPL, MSFT, SHV
13F-HR
Jan 15, 2025
000195175725000042

28

$141.73M
KRE, AAPL, MSFT, SHV
13F-HR
Oct 8, 2024
000195175724000999

24

$143.56M
KRE, AAPL, MSFT, PSQ
13F-HR
Jul 15, 2024
000195175724000523

27

$145.03M
KRE, MSFT, AAPL, PSQ
13F-HR
Apr 18, 2024
000195175724000336

20

$125.62M
KRE, AAPL, MSFT, SHV
13F-HR
Jan 12, 2024
000195175724000044

15

$103.39M
KRE, AAPL, MSFT, SHV
13F-HR
Oct 12, 2023
000195175723000563

22

$105.27M
AAPL, KRE, MSFT, SHV
13F-HR
Jul 13, 2023
000195175723000332

20

$64.79M
AAPL, MSFT, GOOG, JPM
13F-HR
May 2, 2023
000195175723000221

11

$81.28M
JPM, GOOG, AAPL, MSFT
13F-HR
Feb 2, 2023
000190724023000001

18

$63.30M
AAPL, GOOG, MSFT, JPM
RESTATEMENT
Nov 10, 2022
000195175722000006

11

$55.20M
AAPL, GOOG, MSFT, BRK.B
13F-HR
Jul 27, 2022
000190724022000002

17

$91.74M
AAPL, GOOG, MSFT, AMZN
13F-HR
May 13, 2022
000000777322000002

20

$96.87M
AAPL, GOOG, SH, MSFT
13F-HR
Feb 9, 2022
000190724022000001
Udine Wealth Management, Inc. 13F Filings