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Home > Institutional Investor > Udine Wealth Management, Inc. > Profile

Instuitional Investor - Udine Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Udine Wealth Management, Inc.
Portfolio Value $189,439,540
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 301,570 $27,663,016 14.6%
2.
Blackstone Inc.
 BX 15,259 $22,282,441 11.76%
3.
Microsoft Corp
 MSFT 40,111 $19,951,613 10.53%
4.
Apple Inc.
 AAPL 69,214 $14,200,636 7.5%
5.
Ishares Tr
 107,750 $11,897,755 6.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)