Mga Batayang Estadistika
| Nilai Portofolio | $ 189,439,540 |
| Posisi Saat Ini | 35 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
Udine Wealth Management, Inc. telah mengungkapkan total kepemilikan 35 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 189,439,540 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Udine Wealth Management, Inc. adalah SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF (US:BIL) , Blackstone Inc. (US:BX) , Microsoft Corporation (US:MSFT) , Apple Inc. (US:AAPL) , and iShares Trust - iShares Short Treasury Bond ETF (US:SHV) . Posisi baru Udine Wealth Management, Inc. meliputi: RH (US:RH) , UnitedHealth Group Incorporated (GB:0R0O) , Rocket Lab Corporation (US:RKLB) , Rocket Companies, Inc. (US:RKT) , and Toast, Inc. (US:TOST) .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.02 | 22.28 | 11.7623 | 11.7623 | |
| 0.01 | 2.45 | 1.2926 | 1.2926 | |
| 0.01 | 2.35 | 1.2399 | 1.2399 | |
| 0.07 | 2.34 | 1.2366 | 1.2366 | |
| 0.02 | 2.23 | 1.1797 | 1.1797 | |
| 0.06 | 1.32 | 0.6957 | 0.6957 | |
| 0.09 | 1.28 | 0.6762 | 0.6762 | |
| 0.03 | 1.28 | 0.6757 | 0.6757 | |
| 0.04 | 19.95 | 10.5319 | 0.5022 | |
| 0.07 | 0.94 | 0.4945 | 0.4945 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.30 | 27.66 | 14.6026 | -4.2192 | |
| 0.02 | 3.09 | 1.6324 | -4.0429 | |
| 0.07 | 14.20 | 7.4961 | -2.5173 | |
| 0.11 | 11.90 | 6.2805 | -1.6813 | |
| 0.00 | 0.00 | -1.0918 | ||
| 0.03 | 8.92 | 4.7062 | -0.6751 | |
| 0.22 | 10.32 | 5.4491 | -0.6317 | |
| 0.06 | 10.72 | 5.6564 | -0.5019 | |
| 0.03 | 1.40 | 0.7414 | -0.4682 | |
| 0.02 | 1.80 | 0.9513 | -0.4452 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-07-25 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
.
| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF | 0.30 | -1.68 | 27.66 | -1.68 | 14.6026 | -4.2192 | |||
| BX / Blackstone Inc. | 0.02 | 22.28 | 11.7623 | 11.7623 | |||||
| MSFT / Microsoft Corporation | 0.04 | 0.43 | 19.95 | 33.07 | 10.5319 | 0.5022 | |||
| AAPL / Apple Inc. | 0.07 | 2.71 | 14.20 | -5.14 | 7.4961 | -2.5173 | |||
| SHV / iShares Trust - iShares Short Treasury Bond ETF | 0.11 | 0.00 | 11.90 | -0.04 | 6.2805 | -1.6813 | |||
| GOOG / Alphabet Inc. | 0.06 | 2.14 | 10.72 | 16.39 | 5.6564 | -0.5019 | |||
| BAC / Bank of America Corporation | 0.22 | 0.15 | 10.32 | 13.55 | 5.4491 | -0.6317 | |||
| JPM / JPMorgan Chase & Co. | 0.03 | -6.23 | 8.92 | 10.83 | 4.7062 | -0.6751 | |||
| NVDA / NVIDIA Corporation | 0.03 | -5.47 | 5.12 | 37.78 | 2.7031 | 0.2172 | |||
| HOOD / Robinhood Markets, Inc. | 0.05 | -33.89 | 5.06 | 48.71 | 2.6709 | 0.3952 | |||
| AMZN / Amazon.com, Inc. | 0.02 | 6.74 | 4.84 | 23.07 | 2.5569 | -0.0755 | |||
| IBIT / iShares Bitcoin Trust ETF | 0.06 | 0.87 | 3.56 | 31.92 | 1.8783 | 0.0737 | |||
| TSLA / Tesla, Inc. | 0.01 | 1.67 | 3.40 | 24.63 | 1.7925 | -0.0302 | |||
| PLTR / Palantir Technologies Inc. | 0.02 | -18.34 | 3.36 | 31.89 | 1.7727 | 0.0694 | |||
| BRK.B / Berkshire Hathaway Inc. | 0.02 | 3.02 | 3.09 | -63.55 | 1.6324 | -4.0429 | |||
| NU / Nu Holdings Ltd. | 0.21 | 0.28 | 2.85 | 34.37 | 1.5028 | 0.0854 | |||
| DKNG / DraftKings Inc. | 0.06 | 38.33 | 2.52 | 78.71 | 1.3295 | 0.3864 | |||
| UBER / Uber Technologies, Inc. | 0.03 | -22.38 | 2.51 | -0.59 | 1.3242 | -0.3642 | |||
| RH / RH | 0.01 | 2.45 | 1.2926 | 1.2926 | |||||
| 0R0O / UnitedHealth Group Incorporated | 0.01 | 2.35 | 1.2399 | 1.2399 | |||||
| RKLB / Rocket Lab Corporation | 0.07 | 2.34 | 1.2366 | 1.2366 | |||||
| INTC / Intel Corporation | 0.10 | 3.69 | 2.34 | 2.28 | 1.2330 | -0.2947 | |||
| UPS / United Parcel Service, Inc. | 0.02 | 2.23 | 1.1797 | 1.1797 | |||||
| HD / The Home Depot, Inc. | 0.01 | 3.29 | 2.23 | 3.33 | 1.1790 | -0.2669 | |||
| XOM / Exxon Mobil Corporation | 0.02 | 1.83 | 2.19 | -7.67 | 1.1571 | -0.4315 | |||
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) | 0.02 | 0.65 | 1.80 | -13.66 | 0.9513 | -0.4452 | |||
| LMND / Lemonade, Inc. | 0.03 | -44.28 | 1.40 | -22.35 | 0.7414 | -0.4682 | |||
| OSCR / Oscar Health, Inc. | 0.06 | 1.32 | 0.6957 | 0.6957 | |||||
| RKT / Rocket Companies, Inc. | 0.09 | 1.28 | 0.6762 | 0.6762 | |||||
| TOST / Toast, Inc. | 0.03 | 1.28 | 0.6757 | 0.6757 | |||||
| GRAB / Grab Holdings Limited | 0.24 | 3.99 | 1.23 | 15.48 | 0.6501 | -0.0634 | |||
| BE / Bloom Energy Corporation | 0.05 | 22.00 | 1.18 | 48.36 | 0.6223 | 0.0910 | |||
| RIVN / Rivian Automotive, Inc. | 0.07 | 0.94 | 0.4945 | 0.4945 | |||||
| BA / The Boeing Company | 0.00 | 0.36 | 0.1892 | 0.1892 | |||||
| QQQ / Invesco QQQ Trust, Series 1 | 0.00 | 0.26 | 0.1374 | 0.1374 | |||||
| PYPL / PayPal Holdings, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.0918 | ||||
| BMY / Bristol-Myers Squibb Company | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| GM / General Motors Company | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| RKLB / Rocket Lab Corporation | 0.00 | -100.00 | 0.00 | 0.0000 |
