UDINE WEALTH MANAGEMENT, INC.
RIA/Wealth
UDINE WEALTH MANAGEMENT, INC. is a RIA/Wealth led by Scott Robert Udine, reporting $217.3M in AUM as of Q3 2025 with 30% Technology concentration and 65% concentrated in top 10 holdings.
PresidentScott Robert Udine
- Portfolio Value
- $208.4M
- Positions
- 37
- Top Holding
- BIL at 13.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in UDINE WEALTH MANAGEMENT, INC.'s portfolio (65.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $28.8M | 13.80% | +$1.1M Bought | — 313.4K shares | |
Software - Infrastructure Technology | $21.2M | 10.18% | +$446.5K Bought | 0.00% 41.0K shares | |
Consumer Electronics Technology | $18.0M | 8.63% | +$365.9K Bought | 0.00% 70.7K shares | |
Internet Content & Information Communication Services | $15.5M | 7.43% | +$707.7K Bought | 0.00% 63.7K shares | |
ETF ETF | $11.8M | 5.66% | -$110.5K Sold | — 106.8K shares | |
Banks - Diversified Financial Services | $11.4M | 5.46% | +$121.5K Bought | 0.00% 220.5K shares | |
Banks - Diversified Financial Services | $9.8M | 4.70% | +$101.6K Bought | 0.00% 31.1K shares | |
Insurance - Diversified Financial Services | $8.7M | 4.17% | +$435.4K Bought | 0.00% 17.3K shares | |
Semiconductors Technology | $5.6M | 2.67% | -$488.3K Sold | 0.00% 29.8K shares | |
Software - Infrastructure Technology | $5.5M | 2.62% | -$2.3M Sold | 0.00% 38.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in UDINE WEALTH MANAGEMENT, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-29.41% | |
-15.05% |
Analytics
Portfolio insights and performance metrics for UDINE WEALTH MANAGEMENT, INC.
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