$63.3 Million is the total value of UDINE WEALTH MANAGEMENT, INC.'s 18 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 81.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $19,417,000 | +6.6% | 140,496 | +5.5% | 30.67% | -7.0% |
| GOOG | Buy | ALPHABET INC | $13,354,000 | -0.6% | 139,609 | +2165.6% | 21.10% | -13.3% |
| MSFT | Buy | MICROSOFT CORP | $8,426,000 | -2.4% | 36,177 | +7.7% | 13.31% | -14.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,981,000 | +17.6% | 38,092 | +26.8% | 6.29% | +2.6% |
| BAC | Buy | BANK OF AMERICA CORP | $3,476,000 | +8.4% | 115,096 | +11.7% | 5.49% | -5.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC | $3,457,000 | -1.1% | 12,946 | +1.1% | 5.46% | -13.8% |
| AMZN | New | AMAZON COM INC | $1,707,000 | – | 15,105 | +100.0% | 2.70% | – |
| F | Buy | FORD MOTOR CO | $1,506,000 | +4.0% | 134,424 | +3.3% | 2.38% | -9.3% |
| INMD | New | INMODE LTD | $1,424,000 | – | 48,927 | +100.0% | 2.25% | – |
| BX | Buy | BLACKSTONE INC | $1,376,000 | +13.4% | 16,438 | +23.6% | 2.17% | -1.1% |
| PRVA | New | PRIVIA HEALTH GROUP INC | $1,366,000 | – | 40,109 | +100.0% | 2.16% | – |
| PINS | New | PINTEREST INC | $1,305,000 | – | 56,009 | +100.0% | 2.06% | – |
| NVDA | New | NVIDIA CORP | $1,282,000 | – | 10,562 | +100.0% | 2.02% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $698,000 | +42.2% | 26,335 | +9.7% | 1.10% | +23.9% |
| SBCF | SEACOAST BANKING CORP OF FLORIDA | $453,000 | -8.7% | 15,000 | 0.0% | 0.72% | -20.4% | |
| FB | New | META PLATFORMS INC | $58,000 | – | 430 | +100.0% | 0.09% | – |
| New | JOBY AVIATION INC | $13,000 | – | 3,000 | +100.0% | 0.02% | – | |
| QQQ | New | INVESCO QQQetf | $5,000 | – | 20 | +100.0% | 0.01% | – |
| ZM | Exit | ZOOM | $0 | – | -11,035 | -100.0% | -2.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-11-10
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.