UDINE WEALTH MANAGEMENT, INC.
UDINE WEALTH MANAGEMENT, INC. runs UDINE WEALTH MANAGEMENT, INC. and currently holds 40 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $242.92M. Their top holdings are BIL, GOOG, AAPL, MSFT, BAC. The top five represent 44.6% of reported portfolio weight. UDINE WEALTH MANAGEMENT, INC. ranks #581 out of 1000 investors tracked by Alpha Score. In the most recent quarter, UDINE WEALTH MANAGEMENT, INC. initiated 9 new positions. They added to 23 existing positions. They trimmed 6 positions. Their current best-performing preview position is INTC with returns of +216.41%.
40 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
BIL SPDR SERIES TRUST | 12.11% | $91.71 | $91.60 | -0.12% | Trimmed -2.02% |
GOOG ALPHABET INC | 10.27% | $157.30 | $341.75 | +117.26% | Added +1.28% |
AAPL APPLE INC | 9.21% | $185.64 | $309.35 | +66.64% | Added +1.67% |
MSFT MICROSOFT CORP | 7.56% | $341.52 | $483.24 | +41.50% | Added +4.43% |
BAC BANK OF AMER CORP | 5.44% | $34.80 | $61.70 | +77.30% | Added +1.57% |
SHV ISHARES TR | 4.62% | $110.45 | $110.31 | -0.13% | Trimmed -7.71% |
JPM JPMORGAN CHASE & CO | 4.49% | $160.27 | $351.64 | +119.40% | Added +1.47% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 4.22% | $358.98 | $495.77 | +38.11% | Added +3.54% |
AMZN AMAZON COM INC | 2.73% | $158.05 | $258.63 | +63.64% | Added +7.87% |
BE BLOOM ENERGY CORP | 2.33% | $34.37 | $201.42 | +486.03% | Trimmed -41.96% |
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