Long-term investor
Udine Wealth Management, Inc. @udinewealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907240).
Record
- Tracked since 2025-06-30 (448 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R663 · 12.1% · long · since 2025-06-30
- 02079K107 · 10.3% · long · since 2025-06-30
- AAPL · 9.2% · long · since 2025-06-30
- MSFT · 7.6% · long · since 2025-06-30
- BAC · 5.4% · long · since 2025-06-30
- 464288679 · 4.6% · long · since 2025-06-30
- JPM · 4.5% · long · since 2025-06-30
- BRK-B · 4.2% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- BE · 2.3% · long · since 2025-06-30
- TSLA · 2.0% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30