UDINE WEALTH MANAGEMENT, INC.
42 holdingsFiling period: 2026-06-30Current AUM: $255.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 321.1K | $29.4M | $29.4M | 11.51% | -6,623 | 2026-06-30 |
| 2 | GOOG | ALPHABET INC | 69.8K | $24.9M | $24.1M | 9.44% | +880 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 77.3K | $22.4M | $25.6M | 10.03% | +1.3K | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 49.2K | $18.4M | $24.5M | 9.59% | +2.1K | 2026-06-30 |
| 5 | BAC | BANK OF AMER CORP | 232.0K | $13.2M | $13.8M | 5.41% | +3.6K | 2026-06-30 |
| 6 | SHV | ISHARES TR | 101.8K | $11.2M | $11.2M | 4.39% | -8,500 | 2026-06-30 |
| 7 | JPM | JPMORGAN CHASE & CO | 33.3K | $10.9M | $11.7M | 4.60% | +484 | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.5K | $10.2M | $10.2M | 4.01% | +700 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 27.9K | $6.6M | $6.9M | 2.71% | +2.0K | 2026-06-30 |
| 10 | BE | BLOOM ENERGY CORP | 18.7K | $5.7M | $4.9M | 1.90% | -13,535 | 2026-06-30 |
| 11 | TSLA | TESLA INC | 11.7K | $4.9M | $4.2M | 1.63% | +123 | 2026-06-30 |
| 12 | NVDA | NVIDIA CORPORATION | 24.2K | $4.8M | $5.1M | 2.01% | -2,988 | 2026-06-30 |
| 13 | RKLB | ROCKET LAB CORP | 41.3K | $4.2M | $2.6M | 1.03% | -22,375 | 2026-06-30 |
| 14 | HOOD | ROBINHOOD MKTS INC | 39.3K | $3.9M | $4.3M | 1.70% | +1.1K | 2026-06-30 |
| 15 | HIMS | HIMS & HERS HEALTH INC | 105.6K | $3.7M | $2.9M | 1.15% | -- | 2026-06-30 |
| 16 | XOM | EXXON MOBIL CORP | 26.3K | $3.6M | $4.5M | 1.74% | +472 | 2026-06-30 |
| 17 | XOM | EXXON MOBIL CORP | 26.3K | $3.6M | $4.5M | 1.74% | +472 | 2026-06-30 |
| 18 | INTC | INTEL CORP | 24.3K | $3.4M | $2.4M | 0.92% | -31,696 | 2026-06-30 |
| 19 | UPS | UNITED PARCEL SVCS INC | 31.2K | $3.4M | $3.2M | 1.25% | +378 | 2026-06-30 |
| 20 | RIVN | RIVIAN AUTOMOTIVE INC | 185.5K | $3.2M | $2.9M | 1.13% | +28.5K | 2026-06-30 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | 11.3K | $3.2M | $2.8M | 1.10% | -- | 2026-06-30 |
| 22 | UNH | UNITEDHEALTH GROUP INC | 7.5K | $3.1M | $2.8M | 1.11% | -- | 2026-06-30 |
| 23 | IWM | ISHARES TR | 10.3K | $3.1M | $2.9M | 1.15% | +193 | 2026-06-30 |
| 24 | — | NU HLDGS LTD | 228.3K | $3.0M | $3.0M | 1.19% | +6.1K | 2026-06-30 |
| 25 | TOST | TOAST INC | 108.3K | $3.0M | $3.4M | 1.35% | -- | 2026-06-30 |
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