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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
MSOSAdvisorshares Tr
Recent Activity
Exited
0%
$2.586M
360,623 shares@ $7.18 avg price
OSCROscar Health Inc
Recent Activity
Exited
0%
$925,223
43,622 shares@ $21.22 avg price
ZZillow Group Inc
Recent Activity
Exited
0%
$878,704
13,762 shares@ $63.86 avg price