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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 $125,623,752
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 257,920 $23,571,309 18.76%
2.
Apple Inc.
 AAPL 93,693 $18,038,713 14.35%
3.
Microsoft Corp
 MSFT 40,378 $15,183,743 12.08%
4.
Ishares Tr
 110,750 $12,196,898 9.7%
5.
Alphabet Inc.
 GOOG 69,784 $9,748,127 7.75%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)