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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
+15.72%
1 Year Est. Return
+41.13%
3 Year Est. Return
+126.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$189M
AUM Growth
+$39.9M
Cap. Flow
+$5.7M
Cap. Flow %
3.01%
Top 10 Hldgs %
71.86%
Holding
38
New
10
Increased
17
Reduced
7
Closed
3

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$2.88M
2
RH icon
RH
RH
+$2.41M
3
UPS icon
United Parcel Service
UPS
+$2.18M
4
BX icon
Blackstone
BX
+$2.1M
5
RKT icon
Rocket Companies
RKT
+$1.17M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$2.28M
2
GM icon
General Motors
GM
+$1.96M
3
HOOD icon
Robinhood
HOOD
+$1.64M
4
PYPL icon
PayPal
PYPL
+$1.63M
5
LMND icon
Lemonade
LMND
+$849K

Sector Composition

Rank Sector Weight
1 Financials 29.14%
2 Technology 26.39%
3 Consumer Discretionary 9.6%
4 Communication Services 5.66%
5 Industrials 3.23%
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
$27.7M 14.6%
301,570
-5,163
-2% -$473K
BX icon
2
Blackstone
BX
$102B
$22.3M 11.76%
+15,259
New +$2.1M
MSFT icon
3
Microsoft
MSFT
$3.45T
$20M 10.53%
40,111
+170
+0.4% +$73.8K
AAPL icon
4
Apple
AAPL
$4.54T
$14.2M 7.5%
69,214
+1,825
+3% +$369K
SHV icon
5
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$11.9M 6.28%
107,750
– –
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.36T
$10.7M 5.66%
60,804
+1,272
+2% +$210K
BAC icon
7
Bank of America
BAC
$435B
$10.3M 5.45%
218,149
+316
+0.1% +$13.3K
JPM icon
8
JPMorgan Chase
JPM
$935B
$8.92M 4.71%
30,752
-2,042
-6% -$521K
NVDA icon
9
NVIDIA
NVDA
$4.86T
$5.12M 2.7%
32,412
-1,877
-5% -$236K
HOOD icon
10
Robinhood
HOOD
$77.8B
$5.06M 2.67%
54,040
-27,700
-34% -$1.64M
AMZN icon
11
Amazon
AMZN
$2.92T
$4.84M 2.56%
22,078
+1,395
+7% +$276K
IBIT icon
12
iShares Bitcoin Trust
IBIT
$46.7B
$3.56M 1.88%
58,132
+502
+0.9% +$28.1K
TSLA icon
13
Tesla
TSLA
$1.23T
$3.4M 1.79%
10,690
+176
+2% +$53K
PLTR icon
14
Palantir
PLTR
$295B
$3.36M 1.77%
24,634
-5,534
-18% -$649K
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.09M 1.63%
16,411
+481
+3% +$244K
NU icon
16
Nu Holdings
NU
$69.2B
$2.85M 1.5%
207,504
+572
+0.3% +$6.85K
DKNG icon
17
DraftKings
DKNG
$11.6B
$2.52M 1.33%
58,721
+16,270
+38% +$583K
UBER icon
18
Uber
UBER
$143B
$2.51M 1.32%
26,887
-7,754
-22% -$638K
RH icon
19
RH
RH
$3.13B
$2.45M 1.29%
+12,955
New +$2.41M
UNH icon
20
UnitedHealth
UNH
$376B
$2.35M 1.24%
+7,529
New +$2.88M
RKLB icon
21
Rocket Lab Corp
RKLB
$40.6B
$2.34M 1.24%
65,491
+1,411
+2% +$34.5K
INTC icon
22
Intel
INTC
$455B
$2.34M 1.23%
104,274
+3,713
+4% +$76.9K
UPS icon
23
United Parcel Service
UPS
$88.6B
$2.23M 1.18%
+22,140
New +$2.18M
HD icon
24
Home Depot
HD
$331B
$2.23M 1.18%
6,092
+194
+3% +$70.2K
XOM icon
25
ExxonMobil
XOM
$644B
$2.19M 1.16%
20,334
+366
+2% +$39.1K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Udine Wealth Management held 38 positions worth $189M, up 27% from $149M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Udine Wealth Management deployed $5.7M of net new capital in Q2 2025, opening 10 new positions and adding to 17 existing holdings. Its largest new stake was UnitedHealth: 7,529 shares worth $2.35M.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 23% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Robinhood, an estimated $1.64M trimmed.

  • Udine Wealth Management's largest Q2 2025 buy was UnitedHealth: 7,529 shares worth $2.35M.
  • Udine Wealth Management added most to DraftKings in Q2 2025, an estimated $583K increase.
  • Udine Wealth Management's biggest Q2 2025 reduction was Robinhood, cutting an estimated $1.64M.
  • Udine Wealth Management fully exited Bristol-Myers Squibb in Q2 2025, selling an estimated $2.28M.
  • Udine Wealth Management's ten largest holdings make up 72% of its $189M portfolio in Q2 2025.
  • Udine Wealth Management opened 10 new positions and closed 3 in Q2 2025.
  • Udine Wealth Management's portfolio value rose 27% quarter-over-quarter to $189M.

Based on Udine Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.