$96.9 Million is the total value of UDINE WEALTH MANAGEMENT, INC.'s 20 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $19,556,000 | – | 110,131 | +100.0% | 20.19% | – |
| GOOG | New | ALPHABET INC | $15,606,000 | – | 5,387 | +100.0% | 16.11% | – |
| SH | New | PROSHARES SHORT S&P500large cap core plus | $13,989,000 | – | 1,027,056 | +100.0% | 14.44% | – |
| MSFT | New | MICROSOFT CORP | $8,479,000 | – | 25,210 | +100.0% | 8.75% | – |
| AMZN | New | AMAZON COM INC | $7,549,000 | – | 2,264 | +100.0% | 7.79% | – |
| JPM | New | JPMORGAN CHASE & CO | $3,860,000 | – | 24,379 | +100.0% | 3.98% | – |
| WMT | New | WALMART INC | $3,685,000 | – | 25,470 | +100.0% | 3.80% | – |
| XOM | New | EXXON MOBIL CORP | $3,268,000 | – | 53,411 | +100.0% | 3.37% | – |
| TGT | New | TARGET CORP | $3,224,000 | – | 13,929 | +100.0% | 3.33% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC | $3,023,000 | – | 10,112 | +100.0% | 3.12% | – |
| F | New | FORD MOTOR CO | $2,349,000 | – | 113,098 | +100.0% | 2.42% | – |
| UBER | New | UBER TECHNOLOGIES INC | $1,853,000 | – | 44,192 | +100.0% | 1.91% | – |
| BAC | New | BANK OF AMERICA CORP | $1,810,000 | – | 40,694 | +100.0% | 1.87% | – |
| PFE | New | PFIZER INC | $1,721,000 | – | 29,150 | +100.0% | 1.78% | – |
| INTC | New | INTEL CORP | $1,482,000 | – | 28,774 | +100.0% | 1.53% | – |
| FB | New | META PLATFORMS INC | $1,463,000 | – | 4,351 | +100.0% | 1.51% | – |
| MSOS | New | ADVISORSHARES PURE US CANNABIS ETFusa etf | $1,459,000 | – | 57,033 | +100.0% | 1.51% | – |
| CLVT | New | CLARIVATE PLC | $1,443,000 | – | 61,345 | +100.0% | 1.49% | – |
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $594,000 | – | 10,701 | +100.0% | 0.61% | – |
| COST | New | COSTCO WHOLESALE CORP | $454,000 | – | 800 | +100.0% | 0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 33.0% |
| ALPHABET INC | 8 | Q3 2023 | 24.3% |
| MICROSOFT CORP | 8 | Q3 2023 | 17.1% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 43.2% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 6.3% |
| BANK OF AMERICA CORP | 8 | Q3 2023 | 5.8% |
| UBER TECHNOLOGIES INC | 8 | Q3 2023 | 3.1% |
| AMAZON COM INC | 6 | Q3 2023 | 9.3% |
| FORD MTR CO DEL | 6 | Q1 2023 | 2.6% |
| INTEL CORP | 5 | Q3 2023 | 3.7% |
View UDINE WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-02 |
| 13F-HR/A | 2022-11-10 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-13 |
View UDINE WEALTH MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.