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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
BILSpdr Ser Tr
Recent Activity
Increased 17.72%
17.71%
$27.569M
301,528 shares@ $91.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.7%
10.3%
$16.023M
38,015 shares@ $421.5 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 9.72%
4.5%
$6.99M
15,422 shares@ $453.28 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.42%
2.63%
$4.087M
18,628 shares@ $219.4 avg price
TSLATesla Inc
Recent Activity
Increased 3.56%
2.56%
$3.971M
9,833 shares@ $403.85 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 1.71%
1.89%
$2.929M
55,216 shares@ $53.06 avg price
HOODRobinhood Mkts Inc
Recent Activity
Increased 70.21%
1.88%
$2.923M
78,447 shares@ $37.26 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.91%
1.47%
$2.286M
6,838 shares@ $334.33 avg price
ENVXEnovix Corporation
Recent Activity
Increased 1.75%
1.45%
$2.251M
207,040 shares@ $10.88 avg price
HDHome Depot Inc
Recent Activity
Increased 1.93%
1.38%
$2.147M
5,520 shares@ $389.0 avg price