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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
BMYBristol-myers Squibb Co
Recent Activity
Increased 1.32%
1.33%
$2.056M
36,356 shares@ $56.56 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 4.86%
1.32%
$2.05M
24,180 shares@ $84.79 avg price
UBERUber Technologies Inc
Recent Activity
Increased 31.05%
1.32%
$2.042M
33,857 shares@ $60.32 avg price
DKNGDraftkings Inc New
Recent Activity
Increased 3.3%
1.3%
$2.019M
54,282 shares@ $37.2 avg price
NVDANvidia Corporation
Recent Activity
Increased 26.76%
1.3%
$2.01M
14,971 shares@ $134.3 avg price
INTCIntel Corp
Recent Activity
Increased 2%
1.22%
$1.895M
94,519 shares@ $20.06 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.64%
1.2%
$1.861M
17,304 shares@ $107.57 avg price
DELLDell Technologies Inc
Recent Activity
Increased 2.18%
1.09%
$1.686M
14,629 shares@ $115.25 avg price