Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: UDINE WEALTH MANAGEMENT INC.
  City: FORT LAUDERDALE
  State: FL
  Zip: 33304
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $145,024,000
  Total Value Change : $19,400,000
  Securities Held Change : 7
   
All Securities Held : 27
  New Positions : 10
  Closed Positions : 3
  Increased Positions : 5
  Unchanged Positions : 0
  Decreased Positions : 12

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 30     View All Holdings Currently Viewing:  ALL     Page 1 of 1
     Menu
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 $23,321,000 254,038 16.08% -250,000 -3,882 0.028    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $397.84 $15,167,000 36,051 10.46% -17,000 -4,327 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $173.03 $14,274,000 83,240 9.84% -3,765,000 -10,453 0    Personal Computers
   (PSQ)1 Year Chart         PSQ ProShares Short QQQ 4 - $8.82 $13,221,000 1,509,250 9.12% 9,312,000 1,096,888 1.677    Closed - End Fund - Debt
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 5 - $110.09 $11,911,000 107,750 8.21% -286,000 -3,000 0.061    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 6 - $168.46 $10,508,000 69,621 7.25% 760,000 -163 0.001    Search Engines & Info...
   (BAC)1 Year Chart         BAC Bank of America Corp 7 - $36.88 $7,655,000 201,882 5.28% 873,000 466 0.002    Domestic Money Center...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 8 - $191.66 $6,536,000 32,633 4.51% -36,000 -6,003 0.001    Domestic Money Center...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 9 - $400.60 $5,876,000 13,974 4.05% 821,000 -200 0.001    Property & Casualty I...
   (INTC)1 Year Chart         INTC Intel Corp 10 - $30.51 $3,754,000 84,998 2.59% -1,519,000 -19,941 0.002    Semiconductor- Broad...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 11 - $184.72 $3,060,000 16,966 2.11% 466,000 -109 0    Internet Software & S...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 12 New $123.39 $2,633,000 23,075 1.82% 2,633,000 23,075 0.009    N/A
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 13 - $22.55 $2,379,000 103,398 1.64% 767,000 9,486 0.007    N/A
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 14 - $0.00 $2,213,000 48,723 1.53% -531,000 -29,126 0.011    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 15 - $112.62 $2,144,000 17,526 1.48% 582,000 228 0.001    Entertainment - Diver...
   (CART)1 Year Chart         CART Maplebear Inc. 16 New $35.61 $2,109,000 56,556 1.45% 2,109,000 56,556 0.02    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 17 New $33.80 $2,035,000 50,280 1.4% 2,035,000 50,280 0.559    N/A
   (HD)1 Year Chart         HD Home Depot Inc 18 - $335.53 $1,902,000 4,958 1.31% 160,000 -68 0    Home Improvement Stores
   (BYND)1 Year Chart         BYND Beyond Meat, Inc. 19 New $7.25 $1,828,000 50,916 1.26% 1,828,000 50,916 0.082    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 20 New $116.24 $1,823,000 15,685 1.26% 1,823,000 15,685 0    Integrated Oil & Gas
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 21 New $43.70 $1,821,000 33,571 1.26% 1,821,000 33,571 0.001    Drug Manufacturers - ...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 22 New $66.98 $1,749,000 26,115 1.21% 1,749,000 26,115 0.002    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 23 New $180.01 $1,735,000 20,509 1.2% 1,735,000 20,509 0.001    Auto Manufacturers
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 24 New $42.09 $1,703,000 41,444 1.17% 1,703,000 41,444 0.001    Closed - End Fund - E...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 25 - $68.57 $1,664,000 21,616 1.15% -816,000 -18,656 0.001    N/A
   (ENVX)1 Year Chart         ENVX Enovix Corp 26 - $9.47 $1,100,000 137,314 0.76% -587,000 2,601 0.095    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 27 New $858.17 $903,000 999 0.62% 903,000 999 0    Semiconductor - Speci...
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 29 Closed $157.77 $0 0 0% -1,679,000 -8,438 0    N/A
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 28 Closed $0.00 $0 0 0% -1,572,000 -66,987 0    N/A
   (PATH)1 Year Chart         PATH Uipath, Inc. 30 Closed $19.30 $0 0 0% -1,622,000 -65,305 0    N/A

      30 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results