Latest UDINE WEALTH MANAGEMENT, INC. Stock Portfolio
UDINE WEALTH MANAGEMENT, INC. Performance:
2024 Q4: 6.86%YTD: 20.62%2023: -10.58%
Performance for 2024 Q4 is 6.86%, and YTD is 20.62%, and 2023 is -10.58%.
About UDINE WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, UDINE WEALTH MANAGEMENT, INC. reported an equity portfolio of $155.7 Millions as of 31 Dec, 2024.
The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, AAPL, MSFT. The fund has invested 17.7% of it's portfolio in SPDR SER TR and 10.5% of portfolio in APPLE INC.
The fund managers got completely rid off ADVISORSHARES TR (ACT), OSCAR HEALTH INC (OSCR) and ZILLOW GROUP INC (Z) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), APPLE INC (AAPL) and PAYPAL HLDGS INC (PYPL). UDINE WEALTH MANAGEMENT, INC. opened new stock positions in BOEING CO (BA), ISHARES TR (IJR) and ROCKET LAB USA INC (RKLB). The fund showed a lot of confidence in some stocks as they added substantially to ROBINHOOD MKTS INC (HOOD), UBER TECHNOLOGIES INC (UBER) and NVIDIA CORPORATION (NVDA).
The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, AAPL, MSFT. The fund has invested 17.7% of it's portfolio in SPDR SER TR and 10.5% of portfolio in APPLE INC.
The fund managers got completely rid off ADVISORSHARES TR (ACT), OSCAR HEALTH INC (OSCR) and ZILLOW GROUP INC (Z) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), APPLE INC (AAPL) and PAYPAL HLDGS INC (PYPL). UDINE WEALTH MANAGEMENT, INC. opened new stock positions in BOEING CO (BA), ISHARES TR (IJR) and ROCKET LAB USA INC (RKLB). The fund showed a lot of confidence in some stocks as they added substantially to ROBINHOOD MKTS INC (HOOD), UBER TECHNOLOGIES INC (UBER) and NVIDIA CORPORATION (NVDA).
UDINE WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that UDINE WEALTH MANAGEMENT, INC. made a return of 6.86% in the last quarter. In trailing 12 months, it's portfolio return was 20.62%.
New Buys
| Ticker | $ Bought |
|---|---|
| boeing co | 2,002,760 |
| ishares tr | 1,908,870 |
| rocket lab usa inc | 1,342,400 |
| disney walt co | 1,101,140 |
| rivian automotive inc | 1,030,740 |
| block inc | 952,568 |
New stocks bought by UDINE WEALTH MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| robinhood mkts inc | 70.2 |
| uber technologies inc | 31.04 |
| nvidia corporation | 26.75 |
| spdr ser tr | 17.71 |
| berkshire hathaway inc del | 9.72 |
| amazon com inc | 6.42 |
| alibaba group hldg ltd | 4.85 |
| microsoft corp | 3.69 |
Additions to existing portfolio by UDINE WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| palantir technologies inc | -47.28 |
| apple inc | -18.27 |
| paypal hldgs inc | -11.5 |
| alphabet inc | -10.48 |
| jpmorgan chase & co. | -5.66 |
| bank america corp | -1.58 |
UDINE WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| advisorshares tr | -2,585,670 |
| oscar health inc | -925,223 |
| zillow group inc | -878,704 |
UDINE WEALTH MANAGEMENT, INC. got rid off the above stocks
Sector Distribution
UDINE WEALTH MANAGEMENT, INC. has about 34.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 34.2 |
| Technology | 31.7 |
| Financial Services | 11.9 |
| Consumer Cyclical | 8.5 |
| Communication Services | 7.6 |
| Industrials | 3.6 |
| Healthcare | 1.3 |
| Energy | 1.2 |
Market Cap. Distribution
UDINE WEALTH MANAGEMENT, INC. has about 63.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 48.8 |
| UNALLOCATED | 34.2 |
| LARGE-CAP | 14.7 |
| MID-CAP | 2.3 |
Stocks belong to which Index?
About 56.9% of the stocks held by UDINE WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 54.6 |
| Others | 43.1 |
| RUSSELL 2000 | 2.3 |
UDINE WEALTH MANAGEMENT, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of UDINE WEALTH MANAGEMENT, INC.
UDINE WEALTH MANAGEMENT, INC. has 31 stocks in it's portfolio. About 73.3% of the portfolio is in top 10 stocks. UBER proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for UDINE WEALTH MANAGEMENT, INC. last quarter.
Last Reported on: 15 Jan, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 10.51 | 65,337 | 16,361,700 | reduced | -18.27 | ||
| AAXJ | ishares tr | 7.62 | 107,750 | 11,864,400 | unchanged | 0.00 | ||
| ACT | advisorshares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 2.62 | 18,628 | 4,086,800 | added | 6.42 | ||
| BA | boeing co | 1.29 | 11,315 | 2,002,760 | new | |||
| BABA | alibaba group hldg ltd | 1.32 | 24,180 | 2,050,220 | added | 4.85 | ||
| BAC | bank america corp | 5.77 | 204,547 | 8,989,840 | reduced | -1.58 | ||
| BIL | spdr ser tr | 17.71 | 301,528 | 27,568,700 | added | 17.71 | ||
| BMY | bristol-myers squibb co | 1.32 | 36,356 | 2,056,300 | added | 1.31 | ||
| CRM | salesforce inc | 1.47 | 6,838 | 2,286,150 | added | 0.9 | ||
| DELL | dell technologies inc | 1.08 | 14,629 | 1,685,850 | added | 2.17 | ||
| DIS | disney walt co | 0.71 | 9,889 | 1,101,140 | new | |||
| DKNG | draftkings inc new | 1.30 | 54,282 | 2,019,290 | added | 3.3 | ||
| ENVX | enovix corporation | 1.45 | 207,040 | 2,250,520 | added | 1.75 | ||
| GOOG | alphabet inc | 6.92 | 56,924 | 10,775,700 | reduced | -10.48 | ||
| HD | home depot inc | 1.38 | 5,520 | 2,147,220 | added | 1.92 | ||
| HOOD | robinhood mkts inc | 1.88 | 78,447 | 2,922,940 | added | 70.2 | ||
| IJR | ishares tr | 1.23 | 8,639 | 1,908,870 | new | |||
| INTC | intel corp | 1.22 | 94,519 | 1,895,110 | added | 2.00 | ||
| JPM | jpmorgan chase & co. | 4.78 | 31,023 | 7,436,520 | reduced | -5.66 | ||