Skip to content

UDINE WEALTH MANAGEMENT, INC.

Follow

13F filer, CIK 1907240, BOCA RATON, FL

UDINE WEALTH MANAGEMENT, INC. reported $149,489,894 across 28 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-11. Its ten largest share positions make up 75.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000337

Period
2025-03-31
Reported value
$149M
Holdings
28
Top 10 weight
75.24%
New
5
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUnew+206,932$2.12M
NVDAadded+19,318$2.09M
GMnew+41,634$1.96M
LMNDnew+57,531$1.81M
GRABnew+235,457$1.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMexited-6,838-$2.29M
ENVXexited-207,040-$2.25M
BAexited-11,315-$2M
IWMexited-8,639-$1.91M
DELLexited-14,629-$1.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001951757-25-000337, largest first. % of portfolio is the value over $149,489,894, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,153 shares; 2024Q4: 301,528 shares; 2025Q1: 306,733 shares 306,733$28.1M18.82%+5,205Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,661 shares; 2024Q4: 38,015 shares; 2025Q1: 39,941 shares 39,941$15M10.03%+1,926Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,938 shares; 2024Q4: 65,337 shares; 2025Q1: 67,389 shares 67,389$15M10.01%+2,052Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,750 shares; 2024Q4: 107,750 shares; 2025Q1: 107,750 shares 107,750$11.9M7.96%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,590 shares; 2024Q4: 56,924 shares; 2025Q1: 59,532 shares 59,532$9.21M6.16%+2,608Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,838 shares; 2024Q4: 204,547 shares; 2025Q1: 217,833 shares 217,833$9.09M6.08%+13,286Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 15,422 shares; 2025Q1: 15,930 shares 15,930$8.48M5.68%+508Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,884 shares; 2024Q4: 31,023 shares; 2025Q1: 32,794 shares 32,794$8.04M5.38%+1,771Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,505 shares; 2024Q4: 18,628 shares; 2025Q1: 20,683 shares 20,683$3.94M2.63%+2,055Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,811 shares; 2024Q4: 14,971 shares; 2025Q1: 34,289 shares 34,289$3.72M2.49%+19,318Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,090 shares; 2024Q4: 78,447 shares; 2025Q1: 81,740 shares 81,740$3.4M2.28%+3,293Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,495 shares; 2024Q4: 9,833 shares; 2025Q1: 10,514 shares 10,514$2.72M1.82%+681Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,289 shares; 2024Q4: 55,216 shares; 2025Q1: 57,630 shares 57,630$2.7M1.8%+2,414Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,637 shares; 2024Q4: 40,931 shares; 2025Q1: 30,168 shares 30,168$2.55M1.7%-10,763Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,837 shares; 2024Q4: 33,857 shares; 2025Q1: 34,641 shares 34,641$2.52M1.69%+784Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 17,304 shares; 2025Q1: 19,968 shares 19,968$2.37M1.59%+2,664Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,668 shares; 2024Q4: 94,519 shares; 2025Q1: 100,561 shares 100,561$2.28M1.53%+6,042Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,885 shares; 2024Q4: 36,356 shares; 2025Q1: 37,328 shares 37,328$2.28M1.52%+972Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,520 shares; 2025Q1: 5,898 shares 5,898$2.16M1.45%+378Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,932 shares 206,932$2.12M1.42%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,061 shares; 2024Q4: 24,180 shares; 2025Q1: 15,788 shares 15,788$2.09M1.4%-8,392Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,634 shares 41,634$1.96M1.31%newTimeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,531 shares 57,531$1.81M1.21%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,817 shares; 2024Q4: 23,733 shares; 2025Q1: 25,013 shares 25,013$1.63M1.09%+1,280Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,548 shares; 2024Q4: 54,282 shares; 2025Q1: 42,451 shares 42,451$1.41M0.94%-11,831Timeline
ROCKET LAB USA INCROCKET LAB USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,705 shares; 2025Q1: 64,080 shares 64,080$1.15M0.77%+11,375
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235,457 shares 235,457$1.07M0.71%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,397 shares 40,397$794K0.53%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRMSALESFORCE INC6,838$2.29Mshares
ENVXENOVIX CORPORATION207,040$2.25Mshares
BABOEING CO11,315$2Mshares
IWMISHARES TR8,639$1.91Mshares
DELLDELL TECHNOLOGIES INC14,629$1.69Mshares
DISDISNEY WALT CO9,889$1.1Mshares
RIVNRIVIAN AUTOMOTIVE INC77,499$1.03Mshares
XYZBLOCK INC11,208$953Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000337 base2025-04-11acceptance time not in the bulk data set