UDINE WEALTH MANAGEMENT, INC. Portfolio Holdings
Q3 2025•37 long positions•$208.4M portfolio value
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Holding40 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $28.8M 13.8% | +$1.1M Bought | — 313.4K shares | 301.6K → 313.4K +$1.1M | +3.93% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $21.2M 10.18% | +$446.5K Bought | 0.001% 41.0K shares | 40.1K → 41.0K +$446.5K | +2.15% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $18.0M 8.63% | +$365.9K Bought | 0.0% 70.7K shares | 69.2K → 70.7K +$365.9K | +2.08% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $15.5M 7.43% | +$707.7K Bought | 0.001% 63.7K shares | 60.8K → 63.7K +$707.7K | +4.79% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.8M 5.66% | -$110.5K Sold | — 106.8K shares | 107.8K → 106.8K −$110.5K | -0.93% | — — | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $11.4M 5.46% | +$121.5K Bought | 0.003% 220.5K shares | 218.1K → 220.5K +$121.5K | +1.08% | $382.12B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $9.8M 4.7% | +$101.6K Bought | 0.001% 31.1K shares | 30.8K → 31.1K +$101.6K | +1.05% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $8.7M 4.17% | +$435.4K Bought | 0.001% 17.3K shares | 16.4K → 17.3K +$435.4K | +5.28% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $5.6M 2.67% | -$488.3K Sold | 0.0% 29.8K shares | 32.4K → 29.8K −$488.3K | -8.07% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $5.5M 2.62% | -$2.3M Sold | 0.004% 38.1K shares | 54.0K → 38.1K −$2.3M | -29.41% | $127.24B Large Cap | Q2 2024 Held for 1y 5m | |
Electrical Equipment & Parts Industrials | $5.3M 2.56% | +$1.2M Bought | 0.027% 63.0K shares | 49.3K → 63.0K +$1.2M | +27.77% | $19.8B Large Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $5.0M 2.39% | +$128.9K Bought | 0.0% 22.7K shares | 22.1K → 22.7K +$128.9K | +2.66% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $4.8M 2.31% | +$54.7K Bought | 0.0% 10.8K shares | 10.7K → 10.8K +$54.7K | +1.15% | $1.48T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.0M 1.91% | +$197.4K Bought | — 61.2K shares | 58.1K → 61.2K +$197.4K | +5.22% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $3.8M 1.83% | -$676.2K Sold | 0.001% 20.9K shares | 24.6K → 20.9K −$676.2K | -15.05% | $432.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $3.6M 1.71% | +$74.5K Bought | 0.002% 106.5K shares | 104.3K → 106.5K +$74.5K | +2.13% | $159.60B Large Cap | Q1 2023 Held for 2y 8m | |
Banks - Diversified Financial Services | $3.4M 1.63% | +$79.0K Bought | 0.004% 212.4K shares | 207.5K → 212.4K +$79.0K | +2.38% | $77.4B Large Cap | Q1 2025 Held for 8 months | |
Financial - Mortgages Financial Services | $3.3M 1.56% | +$1.5M Bought | 0.008% 168.1K shares | 90.3K → 168.1K +$1.5M | +86.05% | $40.8B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $3.2M 1.54% | +$63.2K Bought | 0.014% 66.8K shares | 65.5K → 66.8K +$63.2K | +2.02% | $23.2B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $2.8M 1.33% | +$1.6M Bought | 0.057% 146.6K shares | 61.5K → 146.6K +$1.6M | +138.41% | $4.9B Mid Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $2.7M 1.3% | +$81.5K Bought | 0.001% 27.7K shares | 26.9K → 27.7K +$81.5K | +3.09% | $204.31B Mega Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $2.7M 1.29% | +$86.1K Bought | 0.002% 15.8K shares | 15.3K → 15.8K +$86.1K | +3.3% | $133.37B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $2.7M 1.28% | +$32.1K Bought | 0.07% 13.1K shares | 13.0K → 13.1K +$32.1K | +1.22% | $3.8B Mid Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.6M 1.27% | -$200.0K Sold | — 14.8K shares | 15.9K → 14.8K −$200.0K | -7.04% | — — | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $2.6M 1.26% | +$155.2K Bought | 0.001% 6.5K shares | 6.1K → 6.5K +$155.2K | +6.29% | $403.32B Mega Cap | Q2 2023 Held for 2y 5m | |
Industrial Materials Basic Materials | $2.6M 1.25% | +$2.6M New | 0.022% 38.7K shares | 0 → 38.7K +$2.6M | New | $11.9B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $2.5M 1.2% | +$2.5M New | 0.005% 52.9K shares | 0 → 52.9K +$2.5M | New | $46.5B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $2.5M 1.19% | +$197.5K Bought | 0.001% 22.1K shares | 20.3K → 22.1K +$197.5K | +8.62% | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $2.3M 1.12% | +$858.1K Bought | 0.01% 387.4K shares | 244.8K → 387.4K +$858.1K | +58.22% | $24.5B Large Cap | Q1 2025 Held for 8 months | |
Gambling, Resorts & Casinos Consumer Cyclical | $2.3M 1.08% | +$64.6K Bought | 0.012% 60.4K shares | 58.7K → 60.4K +$64.6K | +2.94% | $18.6B Large Cap | Q1 2023 Held for 2y 8m | |
Electrical Equipment & Parts Industrials | $2.0M 0.967% | +$2.0M New | 0.063% 176.9K shares | 0 → 176.9K +$2.0M | New | $3.2B Mid Cap | Q3 2025 Held for 2 months | |
Insurance - Property & Casualty Financial Services | $1.8M 0.853% | +$61.8K Bought | 0.045% 33.2K shares | 32.1K → 33.2K +$61.8K | +3.6% | $4.0B Mid Cap | Q1 2025 Held for 8 months | |
Airlines, Airports & Air Services Industrials | $1.4M 0.678% | +$1.4M New | 0.01% 87.6K shares | 0 → 87.6K +$1.4M | New | $13.8B Large Cap | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $1.3M 0.61% | +$270.4K Bought | 0.007% 86.6K shares | 68.2K → 86.6K +$270.4K | +27.02% | $17.8B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $486.5K 0.233% | +$117.2K Bought | 0.0% 2.3K shares | 1.7K → 2.3K +$117.2K | +31.74% | $163.20B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $360.2K 0.173% | +$76.8K Bought | — 600.0 shares | 472.0 → 600.0 +$76.8K | +27.12% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $320.7K 0.154% | +$320.7K New | 0.0% 654.0 shares | 0 → 654.0 +$320.7K | New | $123.06B Large Cap | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | - — | -$2.3M Sold | — - shares | 7.5K → 0 −$2.3M | Sold | $277.24B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | - — | -$1.3M Sold | — - shares | 28.9K → 0 −$1.3M | Sold | $25.8B Large Cap | Q2 2025 Held for 5 months | |
Integrated Freight & Logistics Industrials | - — | -$2.2M Sold | — - shares | 22.1K → 0 −$2.2M | Sold | $85.2B Large Cap | Q2 2025 Held for 5 months |
