$141Million– No. of Holdings #28
UDINE WEALTH MANAGEMENT, INC. has about 34.5% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 34.5 |
Technology | 33.5 |
Financial Services | 12.2 |
Communication Services | 7.4 |
Consumer Cyclical | 7.1 |
Healthcare | 2 |
Energy | 1.4 |
Industrials | 1.3 |
UDINE WEALTH MANAGEMENT, INC. has about 63.5% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
MEGA-CAP | 51.7 |
UNALLOCATED | 34.5 |
LARGE-CAP | 11.8 |
MID-CAP | 2 |
About 59.9% of the stocks held by UDINE WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 56.1 |
Others | 40.1 |
RUSSELL 2000 | 3.8 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
UDINE WEALTH MANAGEMENT, INC. has 28 stocks in it's portfolio. About 76.3% of the portfolio is in top 10 stocks. ENVX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for UDINE WEALTH MANAGEMENT, INC. last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 13.14 | 79,938 | 18,625,600 | reduced | -2.66 | ||
AAXJ | ishares tr | 8.41 | 107,750 | 11,920,400 | unchanged | 0.00 | ||
ACT | advisorshares tr | 1.82 | 360,623 | 2,585,670 | added | 0.04 | ||
ALTS | proshares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
AMZN | amazon com inc | 2.30 | 17,505 | 3,261,710 | added | 1.72 | ||
BABA | alibaba group hldg ltd | 1.73 | 23,061 | 2,447,230 | added | 2.53 | ||
BAC | bank america corp | 5.82 | 207,838 | 8,247,230 | added | 1.02 | ||
BIL | spdr ser tr | 16.59 | 256,153 | 23,517,400 | added | 1.18 | ||
BMY | bristol-myers squibb co | 1.31 | 35,885 | 1,856,690 | new | |||
CRM | salesforce inc | 1.31 | 6,777 | 1,854,930 | new | |||
DELL | dell technologies inc | 1.20 | 14,318 | 1,697,260 | added | 5.18 | ||
DIS | disney walt co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
DKNG | draftkings inc new | 1.45 | 52,548 | 2,059,880 | added | 4.11 | ||
ENVX | enovix corporation | 1.34 | 203,484 | 1,900,540 | added | 15.73 | ||
GOOG | alphabet inc | 7.44 | 63,590 | 10,546,400 | reduced | -3.01 | ||
HD | home depot inc | 1.55 | 5,416 | 2,194,560 | added | 1.94 | ||
HOOD | robinhood mkts inc | 0.76 | 46,090 | 1,079,430 | reduced | -46.49 | ||
INTC | intel corp | 1.53 | 92,668 | 2,173,990 | new | |||
JPM | jpmorgan chase & co. | 4.89 | 32,884 | 6,933,920 | added | 0.64 | ||
MSFT | microsoft corp | 11.13 | 36,661 | 15,775,200 | added | 1.92 | ||