Udine Wealth Management, Inc.
42 holdingsFiling period: 2026-06-30Current AUM: $251.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIL | Spdr Series Trust | 321.1K | $29.4M | $29.4M | 11.72% | -6,623 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 69.8K | $24.9M | $22.2M | 8.83% | +880 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 77.3K | $22.4M | $26.6M | 10.59% | +1.3K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 49.2K | $18.4M | $26.2M | 10.44% | +2.1K | 2026-06-30 |
| 5 | BAC | Bank of Amer Corp | 232.0K | $13.2M | $11.7M | 4.67% | +3.6K | 2026-06-30 |
| 6 | SHV | iShares TR | 101.8K | $11.2M | $11.2M | 4.47% | -8,500 | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co | 33.3K | $10.9M | $11.1M | 4.43% | +484 | 2026-06-30 |
| 8 | BRK-B | Berkshire Hathaway Inc Del | 20.5K | $10.2M | $10.2M | 4.08% | +700 | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 27.9K | $6.6M | $6.9M | 2.76% | +2.0K | 2026-06-30 |
| 10 | BE | Bloom Energy Corp | 18.7K | $5.7M | $3.8M | 1.52% | -13,535 | 2026-06-30 |
| 11 | TSLA | Tesla Inc | 11.7K | $4.9M | $4.6M | 1.82% | +123 | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 24.2K | $4.8M | $5.2M | 2.08% | -2,988 | 2026-06-30 |
| 13 | RKLB | Rocket Lab Corp | 41.3K | $4.2M | $2.2M | 0.89% | -22,375 | 2026-06-30 |
| 14 | HOOD | Robinhood Mkts Inc | 39.3K | $3.9M | $3.7M | 1.45% | +1.1K | 2026-06-30 |
| 15 | HIMS | Hims & Hers Health Inc | 105.6K | $3.7M | $2.9M | 1.16% | -- | 2026-06-30 |
| 16 | XOM | Exxon Mobil Corp | 26.3K | $3.6M | $4.9M | 1.93% | +472 | 2026-06-30 |
| 17 | XOM | Exxon Mobil Corp | 26.3K | $3.6M | $4.9M | 1.93% | +472 | 2026-06-30 |
| 18 | INTC | Intel Corp | 24.3K | $3.4M | $2.2M | 0.87% | -31,696 | 2026-06-30 |
| 19 | UPS | United Parcel Svcs Inc | 31.2K | $3.4M | $3.1M | 1.25% | +378 | 2026-06-30 |
| 20 | RIVN | Rivian Automotive Inc | 185.5K | $3.2M | $2.1M | 0.84% | +28.5K | 2026-06-30 |
| 21 | IBM | International Business Machs | 11.3K | $3.2M | $2.9M | 1.14% | -- | 2026-06-30 |
| 22 | UNH | Unitedhealth Group Inc | 7.5K | $3.1M | $3.1M | 1.23% | -- | 2026-06-30 |
| 23 | IWM | iShares TR | 10.3K | $3.1M | $2.9M | 1.14% | +193 | 2026-06-30 |
| 24 | — | NU Hldgs Ltd | 228.3K | $3.0M | $3.0M | 1.21% | +6.1K | 2026-06-30 |
| 25 | TOST | Toast Inc | 108.3K | $3.0M | $3.5M | 1.39% | -- | 2026-06-30 |
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