Udine Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Udine Wealth Management, Inc. reported 28 stock positions worth $149.5 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 18.8% of the portfolio, followed by Microsoft (MSFT, 10.0%) and Apple (AAPL, 10.0%). Compared with Q4 2024, it opened 5 new positions, sold out of 8, added to 19 and reduced 3. The biggest buy was a new position in Nu Holdings Ltd./Cayman Isl-A (NU) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001907240
- Portfolio Value
- $149.5M (Q1 2025)
- SEC Filing
- 0001951757-25-000337 ↗ filed Apr 11, 2025
Holdings Value
Holdings 28 stocks · $149.5M
| BIL SS SPDR BB 1-3M T-Bill ETF | 18.82% | 306,733 | $28.1M | Add +1.7% |
| MSFT Microsoft Corp. | 10.03% | 39,941 | $15.0M | Add +5.1% |
| AAPL Apple Inc. | 10.01% | 67,389 | $15.0M | Add +3.1% |
| SHV iShares 0-1 Year Treasury Bo | 7.96% | 107,750 | $11.9M | No change |
| GOOG Alphabet Inc. Class C | 6.16% | 59,532 | $9.2M | Add +4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 6.08% | 217,833 | $9.1M | Add +6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.68% | 15,930 | $8.5M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 5.38% | 32,794 | $8.0M | Add +5.7% |
| AMZN Amazon.com Inc. | 2.63% | 20,683 | $3.9M | Add +11.0% |
| NVDA Nvidia Corp. | 2.49% | 34,289 | $3.7M | Add +129.0% |
| HOOD Robinhood Markets Inc. Class A | 2.28% | 81,740 | $3.4M | Add +4.2% |
| TSLA Tesla Inc. | 1.82% | 10,514 | $2.7M | Add +6.9% |
| IBIT iShares Bitcoin Trust ETF | 1.80% | 57,630 | $2.7M | Add +4.4% |
| PLTR Palantir Technologies Inc. Class A | 1.70% | 30,168 | $2.5M | Reduce -26.3% |
| UBER Uber Technologies Inc. | 1.69% | 34,641 | $2.5M | Add +2.3% |
| XOM Exxon Mobil Corp. | 1.59% | 19,968 | $2.4M | Add +15.4% |
| INTC Intel Corp. | 1.53% | 100,561 | $2.3M | Add +6.4% |
| BMY Bristol-Myers Squibb Co. | 1.52% | 37,328 | $2.3M | Add +2.7% |
| HD Home Depot Inc. | 1.45% | 5,898 | $2.2M | Add +6.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.42% | 206,932 | $2.1M | New |
| BABA Alibaba Group Holding-SP ADR | 1.40% | 15,788 | $2.1M | Reduce -34.7% |
| GM General Motors Co. | 1.31% | 41,634 | $2.0M | New |
| LMND Lemonade Inc. | 1.21% | 57,531 | $1.8M | New |
| PYPL PayPal Holdings Inc. | 1.09% | 25,013 | $1.6M | Add +5.4% |
| DKNG Draftkings Inc. Class A | 0.94% | 42,451 | $1.4M | Reduce -21.8% |
| RKLB Rocket Lab USA Inc. | 0.77% | 64,080 | $1.1M | Add +21.6% |
| GRAB Grab Holdings Ltd. Class A | 0.71% | 235,457 | $1.1M | New |
| BE Bloom Energy Corp. Class A | 0.53% | 40,397 | $794K | New |
Portfolio Sells Q4 2024 → Q1 2025
| CRM Salesforce Inc. | Sold out | 0.00% | −1.47 |
| ENVX Enovix Corp. | Sold out | 0.00% | −1.45 |
| BA The Boeing Co. | Sold out | 0.00% | −1.29 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −1.23 |
| DELL Dell Technologies -C | Sold out | 0.00% | −1.08 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.71 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.66 |
| XYZ Block Inc. | Sold out | 0.00% | −0.61 |
| DKNG Draftkings Inc. Class A | Reduce -21.8% | 0.94% | −0.35 |
| PLTR Palantir Technologies Inc. Class A | Reduce -26.3% | 1.70% | −0.29 |
| BABA Alibaba Group Holding-SP ADR | Reduce -34.7% | 1.40% | +0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| NU Nu Holdings Ltd./Cayman Isl-A | New | 1.42% | +1.42 |
| GM General Motors Co. | New | 1.31% | +1.31 |
| LMND Lemonade Inc. | New | 1.21% | +1.21 |
| NVDA Nvidia Corp. | Add +129.0% | 2.49% | +1.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.3% | 5.68% | +1.19 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.7% | 18.82% | +1.11 |
| GRAB Grab Holdings Ltd. Class A | New | 0.71% | +0.71 |
| JPM JPMorgan Chase & Co. | Add +5.7% | 5.38% | +0.60 |
| BE Bloom Energy Corp. Class A | New | 0.53% | +0.53 |
| HOOD Robinhood Markets Inc. Class A | Add +4.2% | 2.28% | +0.40 |
| XOM Exxon Mobil Corp. | Add +15.4% | 1.59% | +0.39 |
| UBER Uber Technologies Inc. | Add +2.3% | 1.69% | +0.38 |
| INTC Intel Corp. | Add +6.4% | 1.53% | +0.31 |
| BAC Bank of America Corp. | Add +6.5% | 6.08% | +0.31 |
| BMY Bristol-Myers Squibb Co. | Add +2.7% | 1.52% | +0.20 |
| HD Home Depot Inc. | Add +6.8% | 1.45% | +0.07 |
| AMZN Amazon.com Inc. | Add +11.0% | 2.63% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +4.4% | 1.80% | −0.08 |
| RKLB Rocket Lab USA Inc. | Add +21.6% | 0.77% | −0.10 |
| PYPL PayPal Holdings Inc. | Add +5.4% | 1.09% | −0.21 |
| MSFT Microsoft Corp. | Add +5.1% | 10.03% | −0.26 |
| AAPL Apple Inc. | Add +3.1% | 10.01% | −0.50 |
| TSLA Tesla Inc. | Add +6.9% | 1.82% | −0.73 |
| GOOG Alphabet Inc. Class C | Add +4.6% | 6.16% | −0.76 |
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 |