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UWM

Udine Wealth Management Portfolio holdings

AUM $243M
1-Year Est. Return 41.13%
This Fund
S&P 500
This Quarter Est. Return
-3.15%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
-$6.2M
Cap. Flow
+$894K
Cap. Flow %
0.6%
Top 10 Hldgs %
75.24%
Holding
36
New
5
Increased
19
Reduced
3
Closed
8

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.45M
2
NU icon
Nu Holdings
NU
+$2.45M
3
GM icon
General Motors
GM
+$2.05M
4
LMND icon
Lemonade
LMND
+$1.98M
5
GRAB icon
Grab
GRAB
+$1.1M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$2.29M
2
ENVX icon
Enovix
ENVX
+$2.25M
3
BA icon
Boeing
BA
+$2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.91M
5
DELL icon
Dell
DELL
+$1.69M

Sector Composition

Rank Sector Weight
1 Technology 28.16%
2 Financials 23.13%
3 Consumer Discretionary 9.55%
4 Communication Services 6.16%
5 Energy 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIL icon
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$28.1M 18.82%
306,733
+5,205
+2% +$477K
MSFT icon
2
Microsoft
MSFT
$3.45T
$15M 10.03%
39,941
+1,926
+5% +$785K
AAPL icon
3
Apple
AAPL
$4.54T
$15M 10.01%
67,389
+2,052
+3% +$475K
SHV icon
4
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$11.9M 7.96%
107,750
– –
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.36T
$9.21M 6.16%
59,532
+2,608
+5% +$478K
BAC icon
6
Bank of America
BAC
$435B
$9.09M 6.08%
217,833
+13,286
+6% +$592K
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.48M 5.68%
15,930
+508
+3% +$247K
JPM icon
8
JPMorgan Chase
JPM
$935B
$8.04M 5.38%
32,794
+1,771
+6% +$452K
AMZN icon
9
Amazon
AMZN
$2.92T
$3.94M 2.63%
20,683
+2,055
+11% +$446K
NVDA icon
10
NVIDIA
NVDA
$4.86T
$3.72M 2.49%
34,289
+19,318
+129% +$2.45M
HOOD icon
11
Robinhood
HOOD
$77.8B
$3.4M 2.28%
81,740
+3,293
+4% +$157K
TSLA icon
12
Tesla
TSLA
$1.23T
$2.72M 1.82%
10,514
+681
+7% +$227K
IBIT icon
13
iShares Bitcoin Trust
IBIT
$46.7B
$2.7M 1.8%
57,630
+2,414
+4% +$128K
PLTR icon
14
Palantir
PLTR
$295B
$2.55M 1.7%
30,168
-10,763
-26% -$945K
UBER icon
15
Uber
UBER
$143B
$2.52M 1.69%
34,641
+784
+2% +$56.5K
XOM icon
16
ExxonMobil
XOM
$644B
$2.37M 1.59%
19,968
+2,664
+15% +$295K
INTC icon
17
Intel
INTC
$455B
$2.28M 1.53%
100,561
+6,042
+6% +$132K
BMY icon
18
Bristol-Myers Squibb
BMY
$133B
$2.28M 1.52%
37,328
+972
+3% +$56.7K
HD icon
19
Home Depot
HD
$331B
$2.16M 1.45%
5,898
+378
+7% +$147K
NU icon
20
Nu Holdings
NU
$69.2B
$2.12M 1.42%
+206,932
New +$2.45M
BABA icon
21
Alibaba
BABA
$293B
$2.09M 1.4%
15,788
-8,392
-35% -$968K
GM icon
22
General Motors
GM
$80.4B
$1.96M 1.31%
+41,634
New +$2.05M
LMND icon
23
Lemonade
LMND
$3.74B
$1.81M 1.21%
+57,531
New +$1.98M
PYPL icon
24
PayPal
PYPL
$48.9B
$1.63M 1.09%
25,013
+1,280
+5% +$99.7K
DKNG icon
25
DraftKings
DKNG
$11.6B
$1.41M 0.94%
42,451
-11,831
-22% -$486K
1
2

Similar funds

VG
Visualize Group New York $243M AUM 6.21% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $243M AUM 32.93% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
HCM
Hutner Capital Management Manchester, Vermont $243M AUM 10.01% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

Udine Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Udine Wealth Management held 36 positions worth $149M, down 4% from $156M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Udine Wealth Management's Q1 2025 filing shows 5 new, 19 increased, 3 reduced and 8 closed positions. Its largest new stake was Nu Holdings: 206,932 shares worth $2.12M. The largest sale was Salesforce, an estimated $2.29M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Udine Wealth Management's largest Q1 2025 buy was Nu Holdings: 206,932 shares worth $2.12M.
  • Udine Wealth Management added most to NVIDIA in Q1 2025, an estimated $2.45M increase.
  • Udine Wealth Management's biggest Q1 2025 reduction was Alibaba, cutting an estimated $968K.
  • Udine Wealth Management fully exited Salesforce in Q1 2025, selling an estimated $2.29M.
  • Udine Wealth Management's ten largest holdings make up 75% of its $149M portfolio in Q1 2025.
  • Udine Wealth Management opened 5 new positions and closed 8 in Q1 2025.
  • Udine Wealth Management's portfolio value fell 4% quarter-over-quarter to $149M.

Based on Udine Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.