Udine Wealth Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Udine Wealth Management, Inc. reported 27 stock positions worth $145.0 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 16.1% of the portfolio, followed by Microsoft (MSFT, 10.5%) and Apple (AAPL, 9.8%). Compared with Q4 2023, it opened 10 new positions, sold out of 3, added to 5 and reduced 12. The biggest buy was Proshares Short QQQ (shares +266%) and the biggest sale Apple (AAPL, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001907240
- Portfolio Value
- $145.0M (Q1 2024)
- SEC Filing
- 0001951757-24-000336 ↗ filed Apr 18, 2024
Holdings Value
Holdings 27 stocks · $145.0M
| BIL SS SPDR BB 1-3M T-Bill ETF | 16.08% | 254,038 | $23.3M | Reduce -1.5% |
| MSFT Microsoft Corp. | 10.46% | 36,051 | $15.2M | Reduce -10.7% |
| AAPL Apple Inc. | 9.84% | 83,240 | $14.3M | Reduce -11.2% |
| PROSHARES SHORT QQQ | 9.12% | 1,509,250 | $13.2M | Add +266.0% |
| SHV iShares 0-1 Year Treasury Bo | 8.21% | 107,750 | $11.9M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 7.25% | 69,621 | $10.5M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.28% | 201,882 | $7.7M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 4.51% | 32,633 | $6.5M | Reduce -15.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.05% | 13,974 | $5.9M | Reduce -1.4% |
| INTC Intel Corp. | 2.59% | 84,998 | $3.8M | Reduce -19.0% |
| AMZN Amazon.com Inc. | 2.11% | 16,966 | $3.1M | Reduce -0.6% |
| DELL Dell Technologies -C | 1.82% | 23,075 | $2.6M | New |
| PLTR Palantir Technologies Inc. Class A | 1.64% | 103,398 | $2.4M | Add +10.1% |
| DKNG Draftkings Inc. Class A | 1.53% | 48,723 | $2.2M | Reduce -37.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.48% | 17,526 | $2.1M | Add +1.3% |
| CART Maplebear Inc. | 1.45% | 56,556 | $2.1M | New |
| IBIT iShares Bitcoin Trust ETF | 1.40% | 50,280 | $2.0M | New |
| HD Home Depot Inc. | 1.31% | 4,958 | $1.9M | Reduce -1.4% |
| BYND Beyond Meat Inc. | 1.26% | 50,916 | $1.8M | New |
| XOM Exxon Mobil Corp. | 1.26% | 15,685 | $1.8M | New |
| BMY Bristol-Myers Squibb Co. | 1.26% | 33,571 | $1.8M | New |
| PYPL PayPal Holdings Inc. | 1.21% | 26,115 | $1.7M | New |
| TSLA Tesla Inc. | 1.20% | 20,509 | $1.7M | New |
| EEM iShares MSCI Emerging Market | 1.17% | 41,444 | $1.7M | New |
| UBER Uber Technologies Inc. | 1.15% | 21,616 | $1.7M | Reduce -46.3% |
| ENVX Enovix Corp. | 0.76% | 137,314 | $1.1M | Add +1.9% |
| NVDA Nvidia Corp. | 0.62% | 999 | $903K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -11.2% | 9.84% | −4.52 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.5% | 16.08% | −2.68 |
| MSFT Microsoft Corp. | Reduce -10.7% | 10.46% | −1.63 |
| INTC Intel Corp. | Reduce -19.0% | 2.59% | −1.61 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.7% | 8.21% | −1.50 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.34 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −1.29 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −1.25 |
| UBER Uber Technologies Inc. | Reduce -46.3% | 1.15% | −0.83 |
| JPM JPMorgan Chase & Co. | Reduce -15.5% | 4.51% | −0.72 |
| DKNG Draftkings Inc. Class A | Reduce -37.4% | 1.53% | −0.66 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 7.25% | −0.51 |
| HD Home Depot Inc. | Reduce -1.4% | 1.31% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 4.05% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 2.11% | +0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| PROSHARES SHORT QQQ | Add +266.0% | 9.12% | +6.00 |
| DELL Dell Technologies -C | New | 1.82% | +1.82 |
| CART Maplebear Inc. | New | 1.45% | +1.45 |
| IBIT iShares Bitcoin Trust ETF | New | 1.40% | +1.40 |
| BYND Beyond Meat Inc. | New | 1.26% | +1.26 |
| XOM Exxon Mobil Corp. | New | 1.26% | +1.26 |
| BMY Bristol-Myers Squibb Co. | New | 1.26% | +1.26 |
| PYPL PayPal Holdings Inc. | New | 1.21% | +1.21 |
| TSLA Tesla Inc. | New | 1.20% | +1.20 |
| EEM iShares MSCI Emerging Market | New | 1.17% | +1.17 |
| NVDA Nvidia Corp. | New | 0.62% | +0.62 |
| PLTR Palantir Technologies Inc. Class A | Add +10.1% | 1.64% | +0.36 |
| DIS The Walt Disney Co. | Add +1.3% | 1.48% | +0.24 |
| BAC Bank of America Corp. | Add +0.2% | 5.28% | −0.12 |
| ENVX Enovix Corp. | Add +1.9% | 0.76% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $242.9M | BIL, GOOG, AAPL, MSFT, BAC |
| Q1 2026 | 35 | $204.7M | BIL, GOOG, AAPL, MSFT, SHV |
| Q4 2025 | 35 | $211.6M | BIL, GOOG, MSFT, AAPL, BAC |
| Q3 2025 | 37 | $208.4M | BIL, MSFT, AAPL, GOOG, SHV |
| Q2 2025 | 35 | $189.4M | BIL, BX, MSFT, AAPL, SHV |
| Q1 2025 | 28 | $149.5M | BIL, MSFT, AAPL, SHV, GOOG |
| Q4 2024 | 31 | $155.7M | BIL, AAPL, MSFT, SHV, GOOG |
| Q3 2024 | 28 | $141.7M | BIL, AAPL, MSFT, SHV, GOOG |
| Q2 2024 | 24 | $143.6M | BIL, AAPL, MSFT, PROSHARES SHORT QQQ, GOOG |
| Q1 2024 | 27 | $145.0M | BIL, MSFT, AAPL, PROSHARES SHORT QQQ, SHV |