Asset Manager
← All Institutions
UDINE WEALTH MANAGEMENT, INC.
155 E. BOCA RATON RD. UNIT 313, BOCA RATON, FL 33432 • 954-258-4392
Market Value
$243M
+18.7%
Holdings
45
+4
New Purchases
10
Added To
23
Closed
5
Reduced
6
Top 10 Concentration
63.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| HIMS | 1.51% | 0.00% | +1.51% | $4M |
| IBM | 1.31% | 0.00% | +1.31% | $3M |
| UNH | 1.29% | 0.00% | +1.29% | $3M |
| TOST | 1.24% | 0.00% | +1.24% | $3M |
| RDDT | 1.19% | 0.00% | +1.19% | $3M |
| PSNL | 1.19% | 0.00% | +1.19% | $3M |
| SPCX | 1.18% | 0.00% | +1.18% | $3M |
| DECK | 1.06% | 0.00% | +1.06% | $3M |
| URA | 0.94% | 0.00% | +0.94% | $2M |
| IREN | 0.91% | 0.00% | +0.91% | $2M |
| GOOG | 10.27% | 9.68% | +0.58% | $25M |
| HOOD | 1.62% | 1.29% | +0.33% | $4M |
| RH | 1.22% | 0.98% | +0.24% | $3M |
| BE | 2.33% | 2.14% | +0.20% | $6M |
| INTC | 1.40% | 1.21% | +0.19% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BIL | 12.11% | 14.68% | -2.56% | $29M |
| HD | 0.00% | 1.35% | -1.35% | $0 |
| SHV | 4.62% | 5.95% | -1.32% | $11M |
| TLT | 0.00% | 1.27% | -1.27% | $0 |
| BABA | 0.00% | 1.01% | -1.01% | $0 |
| MSFT | 7.56% | 8.53% | -0.97% | $18M |
| GRAB | 0.00% | 0.79% | -0.79% | $0 |
| WRBY | 0.00% | 0.68% | -0.68% | $0 |
| XONA.DE | 1.48% | 2.14% | -0.66% | $4M |
| PLTR | 1.10% | 1.62% | -0.52% | $3M |
| BRK-B | 4.22% | 4.63% | -0.41% | $10M |
| NVDA | 1.99% | 2.32% | -0.32% | $5M |
| NU | 1.26% | 1.56% | -0.30% | $3M |
| IBIT | 1.06% | 1.34% | -0.28% | $3M |
| RKLB | 1.73% | 2.00% | -0.27% | $4M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 45.8% |
| Technology | 24.6% |
| Communication Services | 9.7% |
| Consumer Cyclical | 9.2% |
| Industrials | 7.8% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 18 | $136M | 55.9% |
| Large Cap | 20 | $91M | 37.4% |
| Mid Cap | 6 | $13M | 5.5% |
| Small Cap | 1 | $3M | 1.2% |
Portfolio Analytics
Avg Market Cap
$699.3B
Median Market Cap
$79.6B
Avg P/E
65.2
Median P/E
23.0
Avg Dividend Yield
0.01%
Avg Beta
1.52
# Stocks
38
# ETFs / Funds
7
Top Holdings (45 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BIL | 12.11% | 321,138 | $29M | $91.64 | -$607K | -6,623 | -2.0% | |
| 2 | GOOG | 10.27% | 69,781 | $25M | $357.37 | $5M | +880 | +1.3% | |
| 3 | AAPL | 9.21% | 77,306 | $22M | $289.36 | $3M | +1,267 | +1.7% | |
| 4 | MSFT | 7.56% | 49,241 | $18M | $373.02 | $913K | +2,087 | +4.4% | |
| 5 | BAC | 5.44% | 232,035 | $13M | $56.98 | $2M | +3,587 | +1.6% | |
| 6 | SHV | 4.62% | 101,750 | $11M | $110.35 | -$942K | -8,500 | -7.7% | |
| 7 | JPM | 4.49% | 33,307 | $11M | $327.33 | $1M | +484 | +1.5% | |
| 8 | BRK-B | 4.22% | 20,465 | $10M | $500.39 | $769K | +700 | +3.5% | |
| 9 | AMZN | 2.73% | 27,868 | $7M | $238.34 | $1M | +2,032 | +7.9% | |
| 10 | BE | 2.33% | 18,723 | $6M | $302.70 | $1M | -13,535 | -42.0% | |
| 11 | TSLA | 2.02% | 11,667 | $5M | $420.60 | $616K | +123 | +1.1% | |
| 12 | NVDA | 1.99% | 24,201 | $5M | $200.09 | $101K | -2,988 | -11.0% | |
| 13 | RKLB | 1.73% | 41,300 | $4M | $101.65 | $109K | -22,375 | -35.1% | |
| 14 | HOOD | 1.62% | 39,320 | $4M | $100.28 | $1M | +1,124 | +2.9% | |
| 15 | HIMS | 1.51% | 105,638 | $4M | $34.67 | — | +105,638 | — | NEW |
| 16 | XONA.DE | 1.48% | 26,323 | $4M | $136.72 | -$787K | +472 | +1.8% | |
| 17 | INTC | 1.40% | 24,288 | $3M | $139.63 | $921K | -31,696 | -56.6% | |
| 18 | UPS | 1.38% | 31,207 | $3M | $107.50 | $322K | +378 | +1.2% | |
| 19 | RIVN | 1.33% | 185,538 | $3M | $17.35 | $856K | +28,495 | +18.1% | |
| 20 | IBM | 1.31% | 11,303 | $3M | $281.21 | — | +11,303 | — | NEW |
| 21 | UNH | 1.29% | 7,530 | $3M | $415.63 | — | +7,530 | — | NEW |
| 22 | IWM | 1.28% | 10,309 | $3M | $300.45 | $589K | +193 | +1.9% | |
| 23 | NU | 1.26% | 228,254 | $3M | $13.36 | -$143K | +6,062 | +2.7% | |
| 24 | TOST | 1.24% | 108,293 | $3M | $27.82 | — | +108,293 | — | NEW |
| 25 | APO | 1.24% | 25,400 | $3M | $118.31 | $236K | +546 | +2.2% | |
| 26 | RH | 1.22% | 17,974 | $3M | $164.73 | $961K | +3,674 | +25.7% | |
| 27 | RKT | 1.22% | 187,576 | $3M | $15.75 | $406K | +8,775 | +4.9% | |
| 28 | RDDT | 1.19% | 16,714 | $3M | $173.58 | — | +16,714 | — | NEW |
| 29 | PSNL | 1.19% | 50,030 | $3M | $57.93 | — | +50,030 | — | NEW |
| 30 | SPCX | 1.18% | 16,743 | $3M | $170.86 | — | +16,743 | — | NEW |
| 31 | BA | 1.16% | 13,048 | $3M | $216.47 | $346K | +595 | +4.8% | |
| 32 | PLTR | 1.10% | 22,892 | $3M | $116.67 | -$639K | +265 | +1.2% | |
| 33 | IBIT | 1.06% | 77,614 | $3M | $33.29 | -$162K | +6,143 | +8.6% | |
| 34 | DECK | 1.06% | 25,880 | $3M | $99.29 | — | +25,880 | — | NEW |
| 35 | JOBY | 0.97% | 264,270 | $2M | $8.92 | $268K | +11,319 | +4.5% | |
| 36 | URA | 0.94% | 52,176 | $2M | $43.70 | — | +52,176 | — | NEW |
| 37 | IREN | 0.91% | 48,107 | $2M | $45.73 | — | +48,107 | — | NEW |
| 38 | LMND | 0.90% | 33,461 | $2M | $65.05 | $206K | +2,023 | +6.4% | |
| 39 | UBER | 0.66% | 22,269 | $2M | $72.16 | $191K | +2,585 | +13.1% | |
| 40 | QQQ | 0.20% | 651 | $479K | $736.40 | $104K | — | — | |
| 41 | TLT | —% | — | — | — | -$3M | -29,896 | -100.0% | SOLD |
| 42 | HD | —% | — | — | — | -$3M | -8,430 | -100.0% | SOLD |
| 43 | GRAB | —% | — | — | — | -$2M | -442,914 | -100.0% | SOLD |
| 44 | WRBY | —% | — | — | — | -$1M | -65,723 | -100.0% | SOLD |
| 45 | BABA | —% | — | — | — | -$2M | -14,155 | -100.0% | SOLD |