UDINE WEALTH MANAGEMENT, INC.

Q1 2025 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    28

  • Value ($000)

    $149,490

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0001907240
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$28.14M
19 %

306,733

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$14.99M
10 %

39,941

AAPL
AAPL

APPLE INC

COM
037833100
$14.97M
10 %

67,389

SHV
SHV

ISHARES TR

SHORT TREAS BD
464288679
$11.90M
8 %

107,750

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$9.21M
6 %

59,532

BAC
BAC

BANK AMERICA CORP

COM
060505104
$9.09M
6 %

217,833

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$8.48M
6 %

15,930

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$8.04M
5 %

32,794

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.94M
3 %

20,683

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.72M
3 %

34,289

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