UDINE WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$142M
Signature - Title
Scott Udine - Chief Compliance Officer
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by UDINE WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UDINE WEALTH MANAGEMENT, INC. reported 28 stock holdings with total value $142M as of Q3 2024. Top holdings included BIL, AAPL, MSFT, SHV, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 28 $142M +$11.5M -$15.9M -$4.41M BIL, AAPL, MSFT, SHV, GOOG 13F-HR 10/8/2024, 04:38 PM
Q2 2024 24 $144M +$8.85M -$63M -$54.1M BIL, AAPL, MSFT, PSQ, GOOG 13F-HR 7/15/2024, 09:54 AM
Q1 2024 27 $141M +$24.7M -$14.2M +$10.5M BIL, MSFT, AAPL, PSQ, SHV 13F-HR 4/18/2024, 01:00 PM
Q4 2023 20 $126M +$16.6M -$5.03M +$11.6M BIL, AAPL, MSFT, SHV, GOOG 13F-HR 1/12/2024, 03:26 PM
Q3 2023 15 $103M +$8.12M -$6.05M +$2.07M BIL, AAPL, MSFT, SHV, GOOG 13F-HR 10/12/2023, 10:25 AM
Q2 2023 22 $103M +$38.9M -$7.55M +$31.4M AAPL, BIL, MSFT, SHV, GOOG 13F-HR 7/13/2023, 01:28 PM
Q1 2023 20 $64.8M +$15.7M -$9.14M +$6.55M AAPL, MSFT, GOOG, JPM, BRKB 13F-HR 5/1/2023, 06:43 PM
Q4 2022 11 $46.2M +$3.15M -$15.2M -$12.1M GOOG, AAPL, MSFT, BRKB, BAC 13F-HR 2/2/2023, 04:50 PM
Q3 2022 18 $63.3M +$23.1M -$1.19M +$22M AAPL, GOOG, MSFT, JPM, BAC Restatement 11/9/2022, 05:46 PM
Q2 2022 11 $55.2M +$6.8M -$29.4M -$22.6M AAPL, GOOG, MSFT, BRKB, JPM 13F-HR 7/26/2022, 08:26 PM
Q1 2022 17 $91.7M +$19.1M -$22.6M -$3.41M AAPL, GOOG, MSFT, AMZN, WMT 13F-HR 5/13/2022, 02:19 PM
Q4 2021 20 $96.9M $0 $0 AAPL, GOOG, SH, MSFT, AMZN 13F-HR 2/9/2022, 03:36 PM