Udine Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Udine Wealth Management, Inc. reported 31 stock positions worth $155.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 17.7% of the portfolio, followed by Apple (AAPL, 10.5%) and Microsoft (MSFT, 10.3%). Compared with Q3 2024, it opened 6 new positions, sold out of 3, added to 18 and reduced 6. The biggest buy was a new position in Boeing (BA) and the biggest sale Apple (AAPL, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001907240
- Portfolio Value
- $155.7M (Q4 2024)
- SEC Filing
- 0001951757-25-000042 ↗ filed Jan 15, 2025
Holdings Value
Holdings 31 stocks · $155.7M
| BIL SS SPDR BB 1-3M T-Bill ETF | 17.71% | 301,528 | $27.6M | Add +17.7% |
| AAPL Apple Inc. | 10.51% | 65,337 | $16.4M | Reduce -18.3% |
| MSFT Microsoft Corp. | 10.29% | 38,015 | $16.0M | Add +3.7% |
| SHV iShares 0-1 Year Treasury Bo | 7.62% | 107,750 | $11.9M | No change |
| GOOG Alphabet Inc. Class C | 6.92% | 56,924 | $10.8M | Reduce -10.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.77% | 204,547 | $9.0M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 4.78% | 31,023 | $7.4M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.49% | 15,422 | $7.0M | Add +9.7% |
| AMZN Amazon.com Inc. | 2.63% | 18,628 | $4.1M | Add +6.4% |
| TSLA Tesla Inc. | 2.55% | 9,833 | $4.0M | Add +3.6% |
| PLTR Palantir Technologies Inc. Class A | 1.99% | 40,931 | $3.1M | Reduce -47.3% |
| IBIT iShares Bitcoin Trust ETF | 1.88% | 55,216 | $2.9M | Add +1.7% |
| HOOD Robinhood Markets Inc. Class A | 1.88% | 78,447 | $2.9M | Add +70.2% |
| CRM Salesforce Inc. | 1.47% | 6,838 | $2.3M | Add +0.9% |
| ENVX Enovix Corp. | 1.45% | 207,040 | $2.3M | Add +1.8% |
| HD Home Depot Inc. | 1.38% | 5,520 | $2.1M | Add +1.9% |
| BMY Bristol-Myers Squibb Co. | 1.32% | 36,356 | $2.1M | Add +1.3% |
| BABA Alibaba Group Holding-SP ADR | 1.32% | 24,180 | $2.1M | Add +4.8% |
| UBER Uber Technologies Inc. | 1.31% | 33,857 | $2.0M | Add +31.0% |
| PYPL PayPal Holdings Inc. | 1.30% | 23,733 | $2.0M | Reduce -11.5% |
| DKNG Draftkings Inc. Class A | 1.30% | 54,282 | $2.0M | Add +3.3% |
| NVDA Nvidia Corp. | 1.29% | 14,971 | $2.0M | Add +26.8% |
| BA The Boeing Co. | 1.29% | 11,315 | $2.0M | New |
| IWM iShares Russell 2000 ETF | 1.23% | 8,639 | $1.9M | New |
| INTC Intel Corp. | 1.22% | 94,519 | $1.9M | Add +2.0% |
| XOM Exxon Mobil Corp. | 1.20% | 17,304 | $1.9M | Add +2.6% |
| DELL Dell Technologies -C | 1.08% | 14,629 | $1.7M | Add +2.2% |
| RKLB Rocket Lab USA Inc. | 0.86% | 52,705 | $1.3M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 9,889 | $1.1M | New |
| RIVN Rivian Automotive Inc. Class A | 0.66% | 77,499 | $1.0M | New |
| XYZ Block Inc. | 0.61% | 11,208 | $953K | New |
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -18.3% | 10.51% | −2.63 |
| MSOS Advisorshares Pure US Cann | Sold out | 0.00% | −1.82 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.65 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −0.62 |
| GOOG Alphabet Inc. Class C | Reduce -10.5% | 6.92% | −0.52 |
| PYPL PayPal Holdings Inc. | Reduce -11.5% | 1.30% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -5.7% | 4.78% | −0.12 |
| PLTR Palantir Technologies Inc. Class A | Reduce -47.3% | 1.99% | −0.05 |
| BAC Bank of America Corp. | Reduce -1.6% | 5.77% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| BA The Boeing Co. | New | 1.29% | +1.29 |
| IWM iShares Russell 2000 ETF | New | 1.23% | +1.23 |
| HOOD Robinhood Markets Inc. Class A | Add +70.2% | 1.88% | +1.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +17.7% | 17.71% | +1.11 |
| RKLB Rocket Lab USA Inc. | New | 0.86% | +0.86 |
| TSLA Tesla Inc. | Add +3.6% | 2.55% | +0.80 |
| DIS The Walt Disney Co. | New | 0.71% | +0.71 |
| RIVN Rivian Automotive Inc. Class A | New | 0.66% | +0.66 |
| XYZ Block Inc. | New | 0.61% | +0.61 |
| IBIT iShares Bitcoin Trust ETF | Add +1.7% | 1.88% | +0.50 |
| AMZN Amazon.com Inc. | Add +6.4% | 2.63% | +0.32 |
| NVDA Nvidia Corp. | Add +26.8% | 1.29% | +0.28 |
| CRM Salesforce Inc. | Add +0.9% | 1.47% | +0.16 |
| ENVX Enovix Corp. | Add +1.8% | 1.45% | +0.10 |
| BMY Bristol-Myers Squibb Co. | Add +1.3% | 1.32% | +0.01 |
| UBER Uber Technologies Inc. | Add +31.0% | 1.31% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.7% | 4.49% | −0.07 |
| DELL Dell Technologies -C | Add +2.2% | 1.08% | −0.11 |
| DKNG Draftkings Inc. Class A | Add +3.3% | 1.30% | −0.16 |
| HD Home Depot Inc. | Add +1.9% | 1.38% | −0.17 |
| XOM Exxon Mobil Corp. | Add +2.6% | 1.20% | −0.20 |
| INTC Intel Corp. | Add +2.0% | 1.22% | −0.32 |
| BABA Alibaba Group Holding-SP ADR | Add +4.8% | 1.32% | −0.41 |
| MSFT Microsoft Corp. | Add +3.7% | 10.29% | −0.84 |
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 |