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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 $242,920,027
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST STR BLO 1 ETF
 321,138 $29,429,086 12.11%
2.
Alphabet Inc.
 GOOGL 69,781 $24,937,636 10.27%
3.
Apple Inc.
 AAPL 77,306 $22,369,264 9.21%
4.
Microsoft Corp
 MSFT 49,241 $18,367,878 7.56%
5.
Bank Of America Corp
 BAC 232,035 $13,221,354 5.44%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.