Udine-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "GRAB",
  "BABA",
  "LMND",
  "HD",
  "MSFT",
  "NU",
  "PYPL",
  null,
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  null,
  "UBER",
  "RKLB",
  "GM",
  "AMZN",
  null,
  "DKNG",
  "BAC",
  "BRK-B",
  "BE",
  "BMY",
  "GOOG",
  "XOM",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 28
Total Value: 149489894
Accession Number: 0001951757-25-000337
Form Type: 13F-HR
CIK: udine-wealth-management
Manager Name: Udine-Wealth-Management

Data Enrichment

89% identified

25 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $149.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R663

Shares:306.7K

Value:$28.1M

% of Portfolio:18.8% ($28.1M/$149.5M)

MICROSOFT CORP

MSFT|594918104

Shares:39.9K

Value:$15.0M

% of Portfolio:10.0% ($15.0M/$149.5M)

Apple Inc.

AAPL|037833100

Shares:67.4K

Value:$15.0M

% of Portfolio:10.0% ($15.0M/$149.5M)

464288679

Shares:107.8K

Value:$11.9M

% of Portfolio:8.0% ($11.9M/$149.5M)

Alphabet Inc.

GOOG|02079K107

Shares:59.5K

Value:$9.2M

% of Portfolio:6.2% ($9.2M/$149.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:217.8K

Value:$9.1M

% of Portfolio:6.1% ($9.1M/$149.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:15.9K

Value:$8.5M

% of Portfolio:5.7% ($8.5M/$149.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:32.8K

Value:$8.0M

% of Portfolio:5.4% ($8.0M/$149.5M)

AMAZON COM INC

AMZN|023135106

Shares:20.7K

Value:$3.9M

% of Portfolio:2.6% ($3.9M/$149.5M)

NVIDIA CORP

NVDA|67066G104

Shares:34.3K

Value:$3.7M

% of Portfolio:2.5% ($3.7M/$149.5M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:81.7K

Value:$3.4M

% of Portfolio:2.3% ($3.4M/$149.5M)

Tesla, Inc.

TSLA|88160R101

Shares:10.5K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$149.5M)

46438F101

Shares:57.6K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$149.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:30.2K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$149.5M)

Uber Technologies, Inc

UBER|90353T100

Shares:34.6K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$149.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:20.0K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$149.5M)

INTEL CORP

INTC|458140100

Shares:100.6K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$149.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:37.3K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$149.5M)

HOME DEPOT, INC.

HD|437076102

Shares:5.9K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$149.5M)

Nu Holdings Ltd.

NU|G6683N103

Shares:206.9K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R663)✕	306.7K	QoQ +1.72% (+5.2K) YoY +20.74% (+52.7K)	All Managers (Combined)	$28.1M	18.8% ($28.1M/$149.5M)	QoQ +2.05% (+$567.9K) YoY +20.65% (+$4.8M)
MICROSOFT CORP(MSFTcusip594918104)	39.9K	QoQ +5.06% (-1.9K) YoY +10.79% (-3.9K)	All Managers (Combined)	$15.0M	10.0% ($15.0M/$149.5M)	QoQ -6.42% (-$1.0M) YoY -1.14% (-$173.9K)
Apple Inc.(AAPLcusip037833100)	67.4K	QoQ +3.14% (-2.1K) YoY -19.04% (-15.9K)	All Managers (Combined)	$15.0M	10.0% ($15.0M/$149.5M)	QoQ -8.51% (-$1.4M) YoY +4.86% (-$695.1K)
(cusip464288679)✕	107.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$11.9M	8.0% ($11.9M/$149.5M)	QoQ +0.31% (+$37.7K) YoY -0.07% (-$8.6K)
Alphabet Inc.(GOOGcusip02079K107)	59.5K	QoQ +4.58% (-2.6K) YoY -14.49% (-10.1K)	All Managers (Combined)	$9.2M	6.2% ($9.2M/$149.5M)	QoQ -14.56% (-$1.6M) YoY -12.38% (-$1.3M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	217.8K	QoQ +6.49% (+13.3K) YoY +7.90% (+16.0K)	All Managers (Combined)	$9.1M	6.1% ($9.1M/$149.5M)	QoQ +1.11% (+$100.3K) YoY +18.74% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	15.9K	QoQ +3.29% (+508) YoY +13.99% (+2.0K)	All Managers (Combined)	$8.5M	5.7% ($8.5M/$149.5M)	QoQ +21.36% (+$1.5M) YoY +44.37% (+$2.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	32.8K	QoQ +5.70% (+1.8K) YoY +0.49% (+161)	All Managers (Combined)	$8.0M	5.4% ($8.0M/$149.5M)	QoQ +8.17% (+$607.8K) YoY +23.07% (+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	20.7K	QoQ +11.03% (-2.1K) YoY +21.90% (+3.7K)	All Managers (Combined)	$3.9M	2.6% ($3.9M/$149.5M)	QoQ -3.71% (-$151.6K) YoY +28.58% (+$874.8K)
NVIDIA CORP(NVDAcusip67066G104)	34.3K	QoQ +129.03% (+19.3K) YoY +3332.33% (+33.3K)	All Managers (Combined)	$3.7M	2.5% ($3.7M/$149.5M)	QoQ +84.84% (+$1.7M) YoY +311.70% (+$2.8M)
Robinhood Markets, Inc.(HOODcusip770700102)	81.7K	QoQ +4.19% (+3.3K) YoY NEW(+81.7K)	All Managers (Combined)	$3.4M	2.3% ($3.4M/$149.5M)	QoQ +16.39% (+$479.1K) YoY NEW(+$3.4M)
Tesla, Inc.(TSLAcusip88160R101)	10.5K	QoQ +6.92% (-681) YoY -48.73% (-10.0K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$149.5M)	QoQ -31.38% (-$1.2M) YoY +57.08% (-$990.2K)
(cusip46438F101)✕	57.6K	QoQ +4.37% (-2.4K) YoY +14.61% (+7.3K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$149.5M)	QoQ -7.90% (-$231.5K) YoY +32.57% (+$662.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	30.2K	QoQ -26.29% (-10.8K) YoY -70.82% (-73.2K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$149.5M)	QoQ -17.74% (-$549.4K) YoY +7.01% (-$167.0K)
Uber Technologies, Inc(UBERcusip90353T100)	34.6K	QoQ +2.31% (+784) YoY +60.25% (+13.0K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$149.5M)	QoQ +23.58% (+$481.7K) YoY +51.65% (+$859.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	20.0K	QoQ +15.39% (+2.7K) YoY +27.30% (+4.3K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$149.5M)	QoQ +27.58% (+$513.4K) YoY +30.25% (+$551.6K)
INTEL CORP(INTCcusip458140100)	100.6K	QoQ +6.39% (+6.0K) YoY +18.30% (-15.6K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$149.5M)	QoQ +20.50% (+$388.6K) YoY -39.17% (-$1.5M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	37.3K	QoQ +2.67% (+972) YoY +11.19% (+3.8K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$149.5M)	QoQ +10.71% (+$220.3K) YoY +25.05% (+$456.1K)
HOME DEPOT, INC.(HDcusip437076102)	5.9K	QoQ +6.84% (+378) YoY +18.95% (+940)	All Managers (Combined)	$2.2M	1.4% ($2.2M/$149.5M)	QoQ +0.66% (+$14.3K) YoY +13.65% (+$259.7K)
Nu Holdings Ltd.(NUcusipG6683N103)	206.9K	QoQ NEW(+206.9K) YoY NEW(+206.9K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.5M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)