Portfolio (Quarterly)
Guide ↗
UDINE WEALTH MANAGEMENT, INC.
· CIK 0001907240| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 7,530.0 | $3.1M | 1.29% | NEW | — | $415.63 | -4.4% |
| 22 | IWM | ISHARES TR | — | 10,309.0 | $3.1M | 1.27% | +193.0 | +1.9% | $300.45 | -1.5% |
| 23 | NU | NU HLDGS LTD | Financial Services | 228,254.0 | $3.0M | 1.25% | +6K | +2.7% | $13.36 | +15.0% |
| 24 | TOST | TOAST INC | Technology | 108,293.0 | $3.0M | 1.24% | NEW | — | $27.82 | +22.0% |
| 25 | APOS | APOLLO GLOBAL MGMT INC | — | 25,400.0 | $3.0M | 1.24% | +546.0 | +2.2% | $118.31 | — |
| 26 | RH | RH | Consumer Cyclical | 17,974.0 | $3.0M | 1.22% | +4K | +25.7% | $164.73 | -10.2% |
| 27 | RKT | ROCKET COS INC | Financial Services | 187,576.0 | $3.0M | 1.22% | +9K | +4.9% | $15.75 | -10.7% |
| 28 | RDDT | REDDIT INC | Communication Services | 16,714.0 | $2.9M | 1.19% | NEW | — | $173.58 | -11.0% |
| 29 | PSNL | PERSONALIS INC | Healthcare | 50,030.0 | $2.9M | 1.19% | NEW | — | $57.93 | -70.3% |
| 30 | — | SPACE EXPLORATION TECHN CORP | — | 16,743.0 | $2.9M | 1.18% | NEW | — | $170.86 | — |
| 31 | BA | BOEING CO | Industrials | 13,048.0 | $2.8M | 1.16% | +595.0 | +4.8% | $216.47 | -1.9% |
| 32 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 22,892.0 | $2.7M | 1.10% | +265.0 | +1.2% | $116.67 | +49.4% |
| 33 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 77,614.0 | $2.6M | 1.06% | +6K | +8.6% | $33.29 | +35.9% |
| 34 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 25,880.0 | $2.6M | 1.06% | NEW | — | $99.29 | -13.6% |
| 35 | JOBY | JOBY AVIATION INC | Industrials | 264,270.0 | $2.4M | 0.97% | +11K | +4.5% | $8.92 | -24.4% |
| 36 | URA | GLOBAL X FDS | — | 52,176.0 | $2.3M | 0.94% | NEW | — | $43.70 | +5.4% |
| 37 | IREN | IREN LIMITED | Financial Services | 48,107.0 | $2.2M | 0.91% | NEW | — | $45.73 | -2.3% |
| 38 | LMND | LEMONADE INC | Financial Services | 33,461.0 | $2.2M | 0.90% | +2K | +6.4% | $65.05 | -17.9% |
| 39 | UBER | UBER TECHNOLOGIES INC | Technology | 22,269.0 | $1.6M | 0.66% | +3K | +13.1% | $72.16 | +5.0% |
| 40 | QQQ | INVESCO QQQ TR | Financial Services | 651.0 | $479K | 0.20% | — | — | $736.40 | -2.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.1%
Financial Services
26.6%
Consumer Cyclical
13.0%
Industrials
11.8%
Healthcare
6.2%
Energy
2.3%
Communication Services
1.9%