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Scott Udine

@Udine Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$155.685MTotal holdings31
Assets growth rate9.85%Assets growth rate (2-Q avg)4.29%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Udine Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Udine Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 155.685M in assets, with a quarterly growth rate of 9.85% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by Scott Udine, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BABoeing Co
Recent Activity
New Position
1.29%
$2.003M
11,315 shares@ $177.0 avg price
IWMIshares Tr
Recent Activity
New Position
1.23%
$1.909M
8,639 shares@ $220.96 avg price
RKLBRocket Lab Usa Inc
Recent Activity
New Position
0.87%
$1.342M
52,705 shares@ $25.47 avg price
DISDisney Walt Co
Recent Activity
New Position
0.71%
$1.101M
9,889 shares@ $111.35 avg price
RIVNRivian Automotive Inc
Recent Activity
New Position
0.67%
$1.031M
77,499 shares@ $13.31 avg price
SQBlock Inc
Recent Activity
New Position
0.62%
$952,568
11,208 shares@ $85.0 avg price