Uma Financial Services, Inc. Purchases in Q3 2025

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
216K
+ 116.53%
$51.78 - $57.89 $11.2M - $12.5M
402K $23.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
104K
+ 25.93%
$54.35 - $59.32 $5.64M - $6.16M
504K $29.9M
IVV
Ishares Core S&P 500 ETF

ETFs
755
+ 0.56%
$620.67 - $670.08 $469K - $506K
135K $90.7M
DFAE
Dimensional ETF Tr

ETFs
132K
+ 29.12%
$28.84 - $31.84 $3.8M - $4.19M
584K $18.4M
AAPL
Apple Inc.

Technology
2.62K
+ 3.42%
$202.38 - $256.87 $530K - $673K
79.3K $20.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.4K
+ 5.59%
$72.65 - $78.68 $1.55M - $1.68M
404K $31.6M
NVDA
Nvidia Corp

Technology
11.6K
+ 24.23%
$153.3 - $186.58 $1.77M - $2.16M
59.2K $11.1M
GLDM
World Gold Trust

ETFs
37.1K
+ 62.56%
$64.73 - $76.45 $2.4M - $2.84M
96.4K $7.37M
IVE
Ishares S&P 500 Value ETF

ETFs
7.02K
+ 7.65%
$194.44 - $206.51 $1.36M - $1.45M
98.8K $20.4M
DFAI
Dimensional ETF Tr

ETFs
12.6K
+ 1.69%
$34.05 - $36.55 $428K - $460K
758K $27.5M
MSFT
Microsoft Corp

Technology
1.44K
+ 8.74%
$491.09 - $535.64 $705K - $769K
17.9K $9.25M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.77K
+ 15.24%
$63.41 - $69.69 $619K - $681K
73.9K $5.06M
GOOGL
Alphabet Inc.

Communication Services
1.5K
+ 23.58%
$174.36 - $254.72 $262K - $383K
7.88K $1.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.38K
+ 27.8%
$459.11 - $506.91 $632K - $698K
6.33K $3.18M
VGT
Vanguard Information Technolog

ETFs
500
+ 11.12%
$656.44 - $753.15 $328K - $377K
5K $3.73M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.7K
+ 4.14%
$45.26 - $46.63 $530K - $546K
295K $13.6M
LRGF
Ishares Tr

ETFs
6.46K
+ 16.46%
$64.13 - $69.24 $414K - $447K
45.7K $3.16M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
47.1K
+ 21506.85%
$10.17 - $11.97 $479K - $564K
47.3K $481K
PLTR
Palantir Technologies Inc.

Technology
2.06K
+ 99.04%
$130.68 - $186.97 $269K - $385K
4.13K $754K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
930
+ 2.88%
$134.94 - $145.86 $125K - $136K
33.2K $4.84M
AVGO
Broadcom Inc.

Technology
776
+ 26.58%
$264.74 - $369.57 $205K - $287K
3.7K $1.22M
VV
Vanguard Large Cap ETF

ETFs
1.05K
+ 27.2%
$285.05 - $309.14 $300K - $325K
4.92K $1.51M
GOOG
Alphabet Inc.

Communication Services
369
+ 8.37%
$175.16 - $255.24 $64.6K - $94.2K
4.78K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
+ 11.47%
$211.65 - $238.24 $342K - $385K
15.7K $3.45M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.2K
+ 73.4%
$47.18 - $48.17 $292K - $299K
14.6K $702K
META
Meta Platforms, Inc.

Communication Services
384
+ 24.87%
$695.21 - $791.73 $267K - $304K
1.93K $1.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
95
+ 1.96%
$567.77 - $614.76 $53.9K - $58.4K
4.94K $3.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
59
+ 1.25%
$546.99 - $602.2 $32.3K - $35.5K
4.8K $2.88M
BXSL
Blackstone Secured Lending Fund

Financial Services
9.4K
+ 2398.72%
$26.07 - $32.55 $245K - $306K
9.8K $255K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
29.4K
New
$7.98 - $8.29 $234K - $243K
29.4K $240K
AMD
Advanced Micro Devices Inc

Technology
1.08K
+ 34.4%
$134.8 - $184.42 $145K - $198K
4.2K $679K
DFUS
Dimensional ETF Tr U S Equity

ETFs
668
+ 2.0%
$67.01 - $72.84 $44.8K - $48.7K
34.1K $2.47M
JNJ
Johnson & Johnson

Healthcare
684
+ 22.49%
$155.17 - $185.42 $106K - $127K
3.73K $690K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.75K
+ 4.37%
$102.4 - $103.88 $179K - $181K
41.7K $4.31M
WMT
Walmart Inc.

Consumer Defensive
1.1K
+ 8.36%
$94.4 - $104.27 $104K - $115K
14.3K $1.47M
JPM
Jpmorgan Chase & CO

Financial Services
411
+ 21.8%
$282.78 - $316.06 $116K - $130K
2.3K $724K
VLUE
Ishares Msci Usa Value Factor

ETFs
426
+ 5.1%
$111.55 - $125.05 $47.5K - $53.3K
8.78K $1.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.48K
+ 1430.64%
$55.61 - $57.37 $138K - $142K
2.65K $151K
SPY
Spdr S&P 500 ETF Trust

ETFs
144
+ 15.21%
$617.65 - $666.84 $88.9K - $96K
1.09K $726K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.25K
+ 6.28%
$39.06 - $43.42 $48.7K - $54.2K
21.1K $917K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
110
+ 5.43%
$224.68 - $282.71 $24.7K - $31.1K
2.13K $596K
TDY
Teledyne Technologies Inc

Technology
10
+ 0.56%
$509.51 - $586.04 $5.1K - $5.86K
1.79K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
235
+ 21.04%
$357.4 - $423.42 $84K - $99.5K
1.35K $547K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5
+ 0.06%
$236.25 - $257.69 $1.18K - $1.29K
7.83K $2.01M
UNH
Unitedhealth Group Inc

Healthcare
295
+ 62.63%
$237.77 - $353.61 $70.1K - $104K
766 $264K
ABBV
Abb Vie Inc.

Healthcare
384
+ 66.67%
$184.85 - $231.54 $71K - $88.9K
960 $222K
CAT
Caterpillar Inc

Industrials
93
+ 12.69%
$390.92 - $477.15 $36.4K - $44.4K
826 $394K
XOM
Exxon Mobil Corp

Energy
829
+ 42.67%
$105.83 - $117.22 $87.7K - $97.2K
2.77K $312K
INTC
Intel Corp

Technology
1.45K
+ 30.18%
$19.31 - $35.5 $28K - $51.4K
6.25K $209K
Activity Summary
Buys All Purchases 974 New Holdings 291 Increased Positions 683 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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