$55.2 Million is the total value of UDINE WEALTH MANAGEMENT, INC.'s 11 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BX | New | BLACKSTONE INC | $1,213,000 | – | 13,298 | +100.0% | 2.20% | – |
| ZM | New | ZOOM | $1,191,000 | – | 11,035 | +100.0% | 2.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-27
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.