UDINE WEALTH MANAGEMENT, INC.
36 holdingsFiling period: 2026-03-31Current AUM: $234.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 327.8K | $30.0M | $30.0M | 12.83% | +10.6K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 68.9K | $19.8M | $24.6M | 10.51% | +2.1K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 76.0K | $19.3M | $23.5M | 10.03% | +3.5K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 47.2K | $17.5M | $21.9M | 9.35% | +4.7K | 2026-03-31 |
| 5 | SHV | ISHARES TR | 110.3K | $12.2M | $12.2M | 5.19% | +3.5K | 2026-03-31 |
| 6 | BAC | BANK AMERICA CORP | 228.4K | $11.1M | $14.2M | 6.04% | +4.7K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 32.8K | $9.7M | $11.5M | 4.93% | +834 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.8K | $9.5M | $9.5M | 4.04% | +2.0K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 25.8K | $5.4M | $7.0M | 2.99% | +2.3K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 27.2K | $4.7M | $5.5M | 2.33% | +295 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 25.9K | $4.4M | $4.0M | 1.71% | +682 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 25.9K | $4.4M | $4.0M | 1.71% | +682 | 2026-03-31 |
| 13 | BE | BLOOM ENERGY CORP | 32.3K | $4.4M | $6.6M | 2.83% | -5,168 | 2026-03-31 |
| 14 | TSLA | TESLA INC | 11.5K | $4.3M | $3.6M | 1.53% | +521 | 2026-03-31 |
| 15 | RKLB | ROCKET LAB CORP | 63.7K | $4.1M | $4.1M | 1.77% | +2.2K | 2026-03-31 |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | 22.6K | $3.3M | $2.8M | 1.19% | +1.3K | 2026-03-31 |
| 17 | — | NU HLDGS LTD | 222.2K | $3.2M | $3.2M | 1.36% | +6.0K | 2026-03-31 |
| 18 | UPS | UNITED PARCEL SVCS INC | 30.8K | $3.0M | $3.2M | 1.37% | +1.1K | 2026-03-31 |
| 19 | HD | HOME DEPOT INC | 8.4K | $2.8M | $2.8M | 1.19% | -- | 2026-03-31 |
| 20 | APO | APOLLO GLOBAL MGMT INC | 24.9K | $2.8M | $3.1M | 1.33% | -- | 2026-03-31 |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | 71.5K | $2.7M | $2.5M | 1.09% | +6.7K | 2026-03-31 |
| 22 | HOOD | ROBINHOOD MKTS INC | 38.2K | $2.6M | $3.3M | 1.41% | +1.8K | 2026-03-31 |
| 23 | TLT | ISHARES TR | 29.9K | $2.6M | $2.5M | 1.05% | -- | 2026-03-31 |
| 24 | RKT | ROCKET COS INC | 178.8K | $2.5M | $2.3M | 0.98% | +5.5K | 2026-03-31 |
| 25 | IWM | ISHARES TR | 10.1K | $2.5M | $2.9M | 1.26% | -- | 2026-03-31 |
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