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The Analysis of UDINE WEALTH MANAGEMENT, INC.'s Holdings & P&L

Currently, UDINE WEALTH MANAGEMENT, INC. holds 35 types of securities in its portfolio with a total value $204.7M. In the most recent quarter, they have increased their positions in HD (+8.4K shares, valued at $2.8M), N/A (+24.9K shares, valued at $2.8M), TLT (+29.9K shares, valued at $2.6M); decreased their positions in BE (-5.2K shares, valued at $700.2K), INTC (-14.2K shares, valued at $625.0K), LMND (-2.5K shares, valued at $156.2K); initiated new positions in HD (+8.4K shares, valued at $2.8M), N/A (+24.9K shares, valued at $2.8M), TLT (+29.9K shares, valued at $2.6M).

1M P&L

+7.0M+3.82%

3M P&L

+11.4M+6.40%

HY P&L

+8.5M+4.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A50.1M

29.8%

2Banks - Diversified20.8M

12.4%

3Software - Infrastructure20.8M

12.3%

Top Industries by Stock Count

1N/A5 stocks

16.7%

2Internet Retail2 stocks

6.7%

3Banks - Diversified2 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST327.8K shares3.33%2026-03-312026-04-14

ALPHABET INC ALPHABET INC68.9K shares3.21%2026-03-312026-04-14

AAPL APPLE INC76.0K shares4.88%2026-03-312026-04-14

MSFT MICROSOFT CORP47.2K shares10.95%2026-03-312026-04-14

SHV ISHARES TR110.3K shares3.28%2026-03-312026-04-14

BAC BANK AMERICA CORP228.4K shares2.10%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO32.8K shares2.61%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.8K shares11.11%2026-03-312026-04-14

Sponsored

AMZN AMAZON COM INC25.8K shares9.88%2026-03-312026-04-14

NVDA NVIDIA CORPORATION27.2K shares1.10%2026-03-312026-04-14

XOM EXXON MOBIL CORP25.9K shares2.71%2026-03-312026-04-14

BE BLOOM ENERGY CORP32.3K shares-13.81%2026-03-312026-04-14

TSLA TESLA INC11.5K shares4.73%2026-03-312026-04-14

ROCKET LAB CORP ROCKET LAB CORP63.7K shares3.63%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC22.6K shares6.14%2026-03-312026-04-14

NU NU HLDGS LTD222.2K shares2.79%2026-03-312026-04-14

Sponsored

UPS UNITED PARCEL SVCS INC30.8K shares3.56%2026-03-312026-04-14

HD HOME DEPOT INC8.4K sharesnew addition2026-03-312026-04-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC24.9K sharesnew addition2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF71.5K shares10.37%2026-03-312026-04-14

HOOD ROBINHOOD MKTS INC38.2K shares4.90%2026-03-312026-04-14

TLT ISHARES TR29.9K sharesnew addition2026-03-312026-04-14

RKT ROCKET COS INC178.8K shares3.16%2026-03-312026-04-14

IWM ISHARES TR10.1K sharesnew addition2026-03-312026-04-14

Sponsored

BA BOEING CO12.5K sharesnew addition2026-03-312026-04-14

INTC INTEL CORP56.0K shares-20.19%2026-03-312026-04-14

RIVN RIVIAN AUTOMOTIVE INC157.0K shares70.78%2026-03-312026-04-14

JOBY JOBY AVIATION INC253.0K shares162.31%2026-03-312026-04-14

BABA ALIBABA GROUP HLDG LTD14.2K shares0.00%2026-03-312026-04-14

RH RH14.3K shares3.56%2026-03-312026-04-14

LMND LEMONADE INC31.4K shares-7.34%2026-03-312026-04-14

GRAB GRAB HOLDINGS LIMITED442.9K shares9.70%2026-03-312026-04-14

Sponsored

UBER UBER TECHNOLOGIES INC19.7K shares13.62%2026-03-312026-04-14

WRBY WARBY PARKER INC65.7K shares11.50%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR651 sharesnew addition2026-03-312026-04-14

BIL

SPDR SERIES TRUST

3.33%

Shares327.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

3.21%

Shares68.9K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

4.88%

Shares76.0K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

10.95%

Shares47.2K

Event2026-03-31

Filed2026-04-14

SHV

ISHARES TR

3.28%

Shares110.3K

Event2026-03-31

Filed2026-04-14

BAC

BANK AMERICA CORP

2.10%

Shares228.4K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

2.61%

Shares32.8K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

11.11%

Shares19.8K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

9.88%

Shares25.8K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

1.10%

Shares27.2K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

2.71%

Shares25.9K

Event2026-03-31

Filed2026-04-14

BLOOM ENERGY CORP

-13.81%

Shares32.3K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

4.73%

Shares11.5K

Event2026-03-31

Filed2026-04-14

ROCKET LAB CORP

3.63%

Shares63.7K

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC

6.14%

Shares22.6K

Event2026-03-31

Filed2026-04-14

NU HLDGS LTD

2.79%

Shares222.2K

Event2026-03-31

Filed2026-04-14

UPS

UNITED PARCEL SVCS INC

3.56%

Shares30.8K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

New

Shares8.4K

Event2026-03-31

Filed2026-04-14

APOLLO GLOBAL MGMT INC

New

Shares24.9K

Event2026-03-31

Filed2026-04-14

IBIT

ISHARES BITCOIN TRUST ETF

10.37%

Shares71.5K

Event2026-03-31

Filed2026-04-14

HOOD

ROBINHOOD MKTS INC

4.90%

Shares38.2K

Event2026-03-31

Filed2026-04-14

TLT

ISHARES TR

New

Shares29.9K

Event2026-03-31

Filed2026-04-14

RKT

ROCKET COS INC

3.16%

Shares178.8K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

New

Shares10.1K

Event2026-03-31

Filed2026-04-14

BOEING CO

New

Shares12.5K

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP

-20.19%

Shares56.0K

Event2026-03-31

Filed2026-04-14

RIVN

RIVIAN AUTOMOTIVE INC

70.78%

Shares157.0K

Event2026-03-31

Filed2026-04-14

JOBY

JOBY AVIATION INC

162.31%

Shares253.0K

Event2026-03-31

Filed2026-04-14

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-14

3.56%

Shares14.3K

Event2026-03-31

Filed2026-04-14

LMND

LEMONADE INC

-7.34%

Shares31.4K

Event2026-03-31

Filed2026-04-14

GRAB

GRAB HOLDINGS LIMITED

9.70%

Shares442.9K

Event2026-03-31

Filed2026-04-14

UBER

UBER TECHNOLOGIES INC

13.62%

Shares19.7K

Event2026-03-31

Filed2026-04-14

WRBY

WARBY PARKER INC

11.50%

Shares65.7K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

New

Shares651

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available