$64.8 Million is the total value of UDINE WEALTH MANAGEMENT, INC.'s 20 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 118.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $15,210,376 | +26.3% | 92,240 | -0.5% | 23.48% | +58.4% |
| MSFT | Buy | MICROSOFT CORP | $11,060,918 | +27.4% | 38,366 | +6.0% | 17.07% | +59.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $7,182,058 | -41.7% | 69,238 | -50.4% | 11.08% | -26.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,126,656 | -85.4% | 39,342 | +3.5% | 7.91% | -81.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,046,740 | +0.5% | 13,106 | +0.6% | 6.25% | +26.1% |
| BAC | Buy | BANK AMERICA CORP | $3,468,522 | -8.5% | 121,277 | +5.9% | 5.35% | +14.8% |
| F | Buy | FORD MTR CO DEL | $1,707,401 | +9.6% | 135,508 | +1.1% | 2.64% | +37.5% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,683,714 | – | 17,179 | +100.0% | 2.60% | – |
| INMD | New | INMODE LTD | $1,605,575 | – | 50,237 | +100.0% | 2.48% | – |
| New | DRAFTKINGS INC NEW | $1,531,512 | – | 79,107 | +100.0% | 2.36% | – | |
| INTC | New | INTEL CORP | $1,474,070 | – | 45,120 | +100.0% | 2.28% | – |
| SPLK | New | SPLUNK INC | $1,467,156 | – | 15,302 | +100.0% | 2.26% | – |
| PINS | New | PINTEREST INCcl a | $1,438,792 | – | 52,761 | +100.0% | 2.22% | – |
| XHB | New | SPDR SER TRs&p homebuild | $1,382,101 | – | 20,397 | +100.0% | 2.13% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,325,916 | -3.2% | 34,094 | -2.0% | 2.05% | +21.4% |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $1,304,068 | – | 18,815 | +100.0% | 2.01% | – |
| SCHW | New | SCHWAB CHARLES CORP | $1,279,067 | – | 24,419 | +100.0% | 1.97% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $1,010,020 | – | 11,000 | +100.0% | 1.56% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $933,406 | +42.9% | 29,445 | +11.5% | 1.44% | +79.5% |
| AMZN | New | AMAZON COM INC | $554,667 | – | 5,370 | +100.0% | 0.86% | – |
| SBCF | Exit | SEACOAST BANKING CORP OF FLORIDA | $0 | – | -15,000 | -100.0% | -0.01% | – |
| INMD | Exit | INMODE LTD | $0 | – | -48,869 | -100.0% | -2.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
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.