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  Name: UDINE WEALTH MANAGEMENT INC.
  City: FORT LAUDERDALE
  State: FL
  Zip: 33304
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $149,491,000
  Total Value Change : $-6,194,000
  Securities Held Change : -3
   
All Securities Held : 28
  New Positions : 5
  Closed Positions : 8
  Increased Positions : 19
  Unchanged Positions : 1
  Decreased Positions : 3

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Holdings Found : 36     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 1 - $0.00 $28,137,000 306,733 18.82% 568,000 5,205 0.034    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $503.32 $14,993,000 39,941 10.03% -1,030,000 1,926 0.001    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $211.16 $14,969,000 67,389 10.01% -1,393,000 2,052 0    Personal Computers
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 4 - $110.20 $11,902,000 107,750 7.96% 38,000 0 0.061    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 5 - $181.31 $9,206,000 59,532 6.16% -1,570,000 2,608 0.001    Search Engines & Info...
   (BAC)1 Year Chart         BAC Bank of America Corp 6 - $46.73 $9,090,000 217,833 6.08% 100,000 13,286 0.003    Domestic Money Center...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 7 - $475.86 $8,484,000 15,930 5.68% 1,494,000 508 0.001    Property & Casualty I...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 8 - $286.86 $8,044,000 32,794 5.38% 607,000 1,771 0.001    Domestic Money Center...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 9 - $225.02 $3,935,000 20,683 2.63% -152,000 2,055 0    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 10 - $164.92 $3,716,000 34,289 2.49% 1,706,000 19,318 0    Semiconductor - Speci...
   (HOOD)1 Year Chart         HOOD Robinhood Markets, Inc. 11 - $98.34 $3,402,000 81,740 2.28% 479,000 3,293 0.01    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 12 - $177.81 $2,725,000 10,514 1.82% -1,246,000 681 0    Auto Manufacturers
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 13 - $67.21 $2,698,000 57,630 1.8% -231,000 2,414 0.006    N/A
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 14 - $142.10 $2,546,000 30,168 1.7% -550,000 -10,763 0.002    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 15 - $95.39 $2,524,000 34,641 1.69% 482,000 784 0.002    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 16 - $115.43 $2,375,000 19,968 1.59% 514,000 2,664 0    Integrated Oil & Gas
   (INTC)1 Year Chart         INTC Intel Corp 17 - $23.43 $2,284,000 100,561 1.53% 389,000 6,042 0.002    Semiconductor- Broad...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 18 - $46.86 $2,277,000 37,328 1.52% 221,000 972 0.002    Drug Manufacturers - ...
   (HD)1 Year Chart         HD Home Depot Inc 19 - $370.07 $2,162,000 5,898 1.45% 15,000 378 0.001    Home Improvement Stores
   (NU)1 Year Chart         NU Nu Holdings Ord Shs Class A 20 New $0.00 $2,119,000 206,932 1.42% 2,119,000 206,932 0.006    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 21 - $106.72 $2,088,000 15,788 1.4% 38,000 -8,392 0.001    N/A
   (GM)1 Year Chart         GM General Motors Co 22 New $42.66 $1,958,000 41,634 1.31% 1,958,000 41,634 0.003    Auto Manufacturers
   (LMND)1 Year Chart         LMND Lemonade, Inc. 23 New $38.18 $1,808,000 57,531 1.21% 1,808,000 57,531 0.102    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 24 - $71.36 $1,632,000 25,013 1.09% -394,000 1,280 0.002    N/A
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 25 - $0.00 $1,410,000 42,451 0.94% -609,000 -11,831 0.01    N/A
   (RKLB)1 Year Chart         RKLB Rocket Lab Usa, Inc. 26 - $25.42 $1,146,000 64,080 0.77% -196,000 11,375 0.014    N/A
   (GRAB)1 Year Chart         GRAB Grab Holdings Ord Shs Class A 27 New $0.00 $1,067,000 235,457 0.71% 1,067,000 235,457 0.007    N/A
   (BE)1 Year Chart         BE Bloom Energy Corp 28 New $25.40 $794,000 40,397 0.53% 794,000 40,397 0.018    N/A
   (SQ)1 Year Chart         SQ Square Inc 31 Closed $65.14 $0 0 0% -953,000 -11,208 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 36 Closed $258.07 $0 0 0% -2,286,000 -6,838 0    Internet Software & S...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 29 Closed $126.83 $0 0 0% -1,686,000 -14,629 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 35 Closed $119.87 $0 0 0% -1,101,000 -9,889 0    Entertainment - Diver...
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 30 Closed $0.00 $0 0 0% -1,031,000 -77,499 0    N/A
   (ENVX)1 Year Chart         ENVX Enovix Corp 34 Closed $14.07 $0 0 0% -2,251,000 -207,040 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 33 Closed $221.70 $0 0 0% -1,909,000 -8,639 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 32 Closed $226.84 $0 0 0% -2,003,000 -11,315 0    Aerospace/Defense - M...

      36 Records Found
  1    
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