Fund HoldingsUDINE WEALTH MANAGEMENT, INC.

Total Portfolio Value
$211.6K
Total Bought
$123.37M
Total Sold
$84.94M
Net Transaction
+$38.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0317,197+317,19702913.70%+29
ISHARES TR0106,750+106,7500125.56%+12
UNITED PARCEL SERVICE INC(UPS)029,770+29,770031.40%+3
NIKE INC(NKE)041,923+41,923031.26%+3
SALESFORCE INC(CRM)010,042+10,042031.26%+3
ZETA GLOBAL HOLDINGS CORP(ZETA)0127,104+127,104031.22%+3
UIPATH INC(PATH)096,462+96,462020.75%+2
WARBY PARKER INC(WRBY)058,946+58,946010.61%+1
CROWDSTRIKE HLDGS INC(CRWD)6540-6543210-321
INVESCO QQQ TR6000-6003600-360
BOEING CO(BA)2,2540-2,2544860-486
RIVIAN AUTOMOTIVE INC(RIVN)86,59391,957+5,3641,27120.86%-1,269
JOBY AVIATION INC(JOBY)87,57996,432+8,8531,41410.60%-1,412
LEMONADE INC(LMND)33,21333,930+7171,77821.14%-1,775
EOS ENERGY ENTERPRISES INC(EOSE)176,881151,006-25,8752,01520.82%-2,013
DRAFTKINGS INC NEW(DKNG)60,4470-60,4472,2610-2,261
GRAB HOLDINGS LIMITED
CLASS A ORD
387,391403,766+16,3752,33220.95%-2,330
EXXON MOBIL CORP22,08625,169+3,0832,49031.43%-2,487
OCCIDENTAL PETE CORP(OXY)52,8960-52,8962,4990-2,499
MP MATERIALS CORP(MP)38,7100-38,7102,5960-2,596
HOME DEPOT INC(HD)6,4750-6,4752,6240-2,624
ALIBABA GROUP HLDG LTD(BABA)14,77114,155-6162,64020.98%-2,638
RH(RH)13,11313,809+6962,66421.17%-2,662
BLACKSTONE INC(BX)15,76316,393+6302,69331.19%-2,691
UBER TECHNOLOGIES INC(UBER)27,71917,325-10,3942,71610.67%-2,714
OSCAR HEALTH INC(OSCR)146,5550-146,5552,7740-2,774
ROCKET LAB CORP(RKLB)66,81161,446-5,3653,20142.03%-3,197
ROCKET COS INC(RKT)168,070173,326+5,2563,25731.59%-3,254
NU HLDGS LTD(NU)212,436216,160+3,7243,40141.71%-3,397
INTEL CORP(INTC)106,49670,147-36,3493,57331.22%-3,570
PALANTIR TECHNOLOGIES INC(PLTR)20,92721,319+3923,81841.79%-3,814
ISHARES BITCOIN TRUST ETF(IBIT)61,16964,758+3,5893,97631.52%-3,973
TESLA INC(TSLA)10,81311,023+2104,80952.34%-4,804
AMAZON COM INC(AMZN)22,66523,513+8484,97752.56%-4,971
BLOOM ENERGY CORP62,96737,426-25,5415,32531.54%-5,322
ROBINHOOD MKTS INC(HOOD)38,14836,411-1,7375,46241.95%-5,458
NVIDIA CORPORATION(NVDA)29,79526,894-2,9015,55952.37%-5,554
BERKSHIRE HATHAWAY INC DEL17,27717,789+5128,68694.23%-8,677
JPMORGAN CHASE & CO.(JPM)31,07431,989+9159,802104.87%-9,791
BANK AMERICA CORP220,505223,750+3,24511,376125.82%-11,364
ISHARES TR106,7500-106,75011,7950-11,795
ALPHABET INC(GOOG)63,71566,760+3,04515,489219.88%-15,468
APPLE INC(AAPL)70,65172,503+1,85217,990209.32%-17,970
MICROSOFT CORP(MSFT)40,97342,501+1,52821,222219.71%-21,201
SPDR SERIES TRUST
ST STR BLO 1 ETF
313,4230-313,42328,7570-28,757
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