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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 $149,489,894
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 306,733 $28,136,618 18.82%
2.
Microsoft Corp
 MSFT 39,941 $14,993,452 10.03%
3.
Apple Inc.
 AAPL 67,389 $14,969,119 10.01%
4.
Ishares Tr
 107,750 $11,902,065 7.96%
5.
Alphabet Inc.
 GOOGL 59,532 $9,206,028 6.16%
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)