StockDriftsStockDriftsTop 35 Udine Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 14.68% | 327.8K | $30.0M | +3.33%(+10.56K) | $91.75(-0.35%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 9.68% | 68.9K | $19.8M | +3.21%(+2.14K) | $150.63(+155.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.43% | 76.0K | $19.3M | +4.88%(+3.54K) | $173.46(+63.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.53% | 47.2K | $17.5M | +10.95%(+4.65K) | $337.00(+22.07%) | 2026-03-31 | |
| SHV | ISHARES TR | 5.95% | 110.3K | $12.2M | +3.28%(+3.50K) | $110.46(-0.32%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 5.44% | 228.4K | $11.1M | +2.10%(+4.70K) | $35.87(+48.11%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.72% | 32.8K | $9.7M | +2.61%(+834) | $161.55(+91.52%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.63% | 19.8K | $9.5M | +11.11%(+1.98K) | $352.16(+32.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.63% | 25.8K | $5.4M | +9.88%(+2.32K) | $159.03(+72.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.32% | 27.2K | $4.7M | +1.10%(+295) | $97.78(+100.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.56% | +62.47% |
| Top 20 Holdings Unweighted | +22.68% | +84.62% |
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