UDINE WEALTH MANAGEMENT, INC.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Boca Raton, FL
CIK
0001907240
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 24 143,554 BIL, AAPL, MSFT, PSQ 13F-HR 7/15/2024 000195175724000523
Q1 2024 27 145,024 BIL, MSFT, AAPL, PSQ 13F-HR 4/18/2024 000195175724000336
Q4 2023 20 125,623 BIL, AAPL, MSFT, SHV 13F-HR 1/12/2024 000195175724000044
Q3 2023 15 103,387 BIL, AAPL, MSFT, SHV 13F-HR 10/12/2023 000195175723000563
Q2 2023 22 105,266 AAPL, BIL, MSFT, SHV 13F-HR 7/13/2023 000195175723000332
Q1 2023 20 64,792 AAPL, MSFT, GOOG, JPM 13F-HR 5/1/2023 000195175723000221
Q4 2022 11 81,278 JPM, GOOG, AAPL, MSFT 13F-HR 2/2/2023 000190724023000001
Q3 2022 18 63,304 AAPL, GOOG, MSFT, JPM RESTATEMENT 11/9/2022 000195175722000006
Q2 2022 11 55,196 AAPL, GOOG, MSFT, BRK-B 13F-HR 7/26/2022 000190724022000002
Q1 2022 17 91,736 AAPL, GOOG, MSFT, AMZN 13F-HR 5/13/2022 000000777322000002
Q4 2021 20 96,867 AAPL, GOOG, SH, MSFT 13F-HR 2/9/2022 000190724022000001
Additional filings from Udine Wealth Management, Inc. that have since been restated