• 13F History

UDINE WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$149M
Signature - Title
Scott Udine - Chief Compliance Officer
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by UDINE WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UDINE WEALTH MANAGEMENT, INC. reported 28 stock holdings with total value $149M as of Q1 2025. Top holdings included BIL, MSFT, AAPL, SHV, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 28 $149M +$15M -$15.6M -$657K BIL, MSFT, AAPL, SHV, GOOG 13F-HR 4/11/2025, 10:45 AM
Q4 2024 31 $156M +$16.6M -$12.9M +$3.69M BIL, AAPL, MSFT, SHV, GOOG 13F-HR 1/15/2025, 04:32 PM
Q3 2024 28 $142M +$11.5M -$15.9M -$4.41M BIL, AAPL, MSFT, SHV, GOOG 13F-HR 10/8/2024, 04:38 PM
Q2 2024 24 $144M +$8.85M -$63M -$54.1M BIL, AAPL, MSFT, PSQXXXX, GOOG 13F-HR 7/15/2024, 09:54 AM
Q1 2024 25 $141M +$24.7M -$14.2M +$10.5M BIL, MSFT, AAPL, PSQ, SHV 13F-HR 4/18/2024, 01:00 PM
Q4 2023 20 $126M +$16.6M -$5.03M +$11.6M BIL, AAPL, MSFT, SHV, GOOG 13F-HR 1/12/2024, 03:26 PM
Q3 2023 15 $103M +$8.12M +$8.12M BIL, AAPL, MSFT, SHV, GOOG 13F-HR 10/12/2023, 10:25 AM
Q2 2023 20 $103M +$38.9M -$306K +$38.6M AAPL, BIL, MSFT, SHV, GOOG 13F-HR 7/13/2023, 01:28 PM
Q1 2023 20 $64.8M +$15.9M -$7.39M +$8.47M AAPL, MSFT, GOOG, JPM, BRKB 13F-HR 5/1/2023, 06:43 PM
Q4 2022 9 $46.2M +$3.15M -$6.24M -$3.1M GOOG, AAPL, MSFT, BRKB, BAC 13F-HR 2/2/2023, 03:50 PM
Q3 2022 18 $63.3M +$23.1M +$23.1M AAPL, GOOG, MSFT, JPM, BAC Restatement 11/9/2022, 04:46 PM
Q2 2022 11 $55.2M +$6.8M -$1.13M +$5.67M AAPL, GOOG, MSFT, BRKB, JPM 13F-HR 7/26/2022, 08:26 PM
Q1 2022 17 $91.7M +$19.1M -$119K +$19M AAPL, GOOG, MSFT, AMZN, WMT 13F-HR 5/13/2022, 02:19 PM
Q4 2021 20 $96.9M AAPL, GOOG, SH, MSFT, AMZN 13F-HR 2/9/2022, 02:36 PM