Uma Financial Services, Inc. Purchases in Q1 2025

Uma Financial Services, Inc.

  • $562 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 10.29%
$1739.0 - $2260.0 $12.2K - $15.8K
75 $146K
NVO
Novo Nordisk A S

Healthcare
626
+ 77.86%
$69.3 - $90.95 $43.4K - $56.9K
1.43K $99K
PAA
Plains All American Pipeline LP

Energy
69
+ 0.72%
$17.32 - $20.96 $1.2K - $1.45K
9.62K $192K
VEA
Vanguard Ftse Developed Market

ETFs
138
+ 2.03%
$47.4 - $52.99 $6.54K - $7.31K
6.92K $351K
WMT
Walmart Inc.

Consumer Defensive
628
+ 5.54%
$84.5 - $105.05 $53.1K - $66K
12K $1.05M
ED
Consolidated Edison Inc

Utilities
10
+ 0.89%
$88.0 - $110.59 $880 - $1.11K
1.13K $125K
O
Realty Income Corp

Real Estate
379
+ 63.48%
$51.67 - $58.49 $19.6K - $22.2K
976 $56K
IDEV
Ishares Core Msci Intl Develop

ETFs
56
+ 1.27%
$63.77 - $71.36 $3.57K - $4K
4.47K $307K
VLUE
Ishares Msci Usa Value Factor

ETFs
119
+ 1.25%
$104.89 - $113.56 $12.5K - $13.5K
9.65K $1.03M
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 0.71%
$91.75 - $115.81 $1.84K - $2.32K
2.83K $277K
ABBV
Abb Vie Inc.

Healthcare
31
+ 6.47%
$169.2 - $216.66 $5.25K - $6.72K
510 $106K
MDT
Medtronic PLC

Healthcare
41
+ 2.28%
$79.84 - $94.5 $3.27K - $3.87K
1.84K $164K
ROL
Rollins Inc

Consumer Cyclical
377
New
$45.65 - $54.03 $17.2K - $20.4K
377 $20K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
27
+ 7.56%
$80.53 - $147.57 $2.17K - $3.98K
384 $50K
NSC
Norfolk Southern Corp

Industrials
84
+ 129.23%
$227.69 - $259.76 $19.1K - $21.8K
149 $35K
DFAR
Dimensional ETF Tr Dimensional

ETFs
598
+ 5.25%
$22.35 - $24.52 $13.4K - $14.7K
12K $284K
CTAS
Cintas Corp

Industrials
55
+ 17.13%
$182.09 - $208.14 $10K - $11.4K
376 $77K
DUK
Duke Energy Corp

Utilities
6
+ 0.45%
$105.87 - $121.97 $635 - $732
1.35K $164K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
448
+ 116.06%
$47.79 - $59.89 $21.4K - $26.8K
834 $41K
IBM
International Business Machines Corp

Technology
23
+ 5.62%
$217.4 - $264.74 $5K - $6.09K
432 $107K
INTC
Intel Corp

Technology
185
+ 3.99%
$19.1 - $27.39 $3.53K - $5.07K
4.82K $109K
CDW
Cdw Corp

Technology
105
New
$160.26 - $206.13 $16.8K - $21.6K
105 $16K
SNPS
Synopsys Inc

Technology
37
+ 925.0%
$428.58 - $551.54 $15.9K - $20.4K
41 $17K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
179
New
$76.94 - $78.28 $13.8K - $14K
179 $14K
VST
Vistra Corp.

Utilities
124
+ 1550.0%
$108.49 - $191.89 $13.5K - $23.8K
132 $15K
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.91%
$123.25 - $162.53 $616 - $813
552 $86K
VHT
Vanguard Health Care ETF

ETFs
12
+ 1.46%
$254.06 - $273.83 $3.05K - $3.29K
835 $221K
CSCO
Cisco Systems, Inc.

Technology
84
+ 2.74%
$58.74 - $64.87 $4.93K - $5.45K
3.15K $194K
HEES
H&E Equipment Services, Inc.

Industrials
13
+ 5.91%
$43.93 - $100.57 $571 - $1.31K
233 $22K
VO
Vanguard Mid Cap ETF

ETFs
97
+ 4.22%
$251.87 - $277.95 $24.4K - $27K
2.39K $618K
CDNS
Cadence Design Systems Inc

Technology
69
+ 47.92%
$233.96 - $324.52 $16.1K - $22.4K
213 $54K
NFLX
Netflix Inc

Communication Services
2
+ 1.01%
$828.4 - $1058.6 $1.66K - $2.12K
200 $186K
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 1.4%
$296.7 - $345.55 $890 - $1.04K
217 $74K
D
Dominion Energy, Inc

Utilities
21
+ 0.53%
$52.85 - $57.43 $1.11K - $1.21K
3.98K $223K
CVS
Cvs Health Corp

Healthcare
110
+ 96.49%
$44.22 - $68.64 $4.86K - $7.55K
224 $15K
AMGN
Amgen Inc

Healthcare
7
+ 6.09%
$258.59 - $327.36 $1.81K - $2.29K
122 $38K
LPI
Laredo Petroleum, Inc.

Energy
195
New
N/A
195 $9K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4
+ 0.07%
$48.43 - $49.9 $194 - $200
5.53K $276K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
225
+ 3.01%
$49.25 - $50.66 $11.1K - $11.4K
7.7K $382K
META
Meta Platforms, Inc.

Communication Services
46
+ 3.41%
$576.36 - $736.67 $26.5K - $33.9K
1.39K $802K
CEG
Constellation Energy Corp

Utilities
36
+ 900.0%
$201.63 - $347.44 $7.26K - $12.5K
40 $8K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
29
+ 2.15%
$25.2 - $68.74 $731 - $1.99K
1.38K $40K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
123
+ 219.64%
$58.01 - $64.46 $7.14K - $7.93K
179 $11K
GLOB
Globant S.A.

Technology
155
+ 140.91%
$117.72 - $228.73 $18.2K - $35.5K
265 $31K
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.01%
$26.1 - $31.22 $26.1 - $31.2
7.59K $216K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.7K
+ 2.82%
$91.76 - $103.26 $156K - $176K
62.1K $5.74M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.38%
$208.48 - $244.03 $208 - $244
265 $64K
APP
App Lovin Corp

Technology
27
New
$238.08 - $510.13 $6.43K - $13.8K
27 $7K
SM
Sm Energy CO

Energy
257
New
$27.15 - $44.69 $6.98K - $11.5K
257 $7K
Activity Summary
Buys All Purchases 703 New Holdings 390 Increased Positions 313 Sells All Sells 222 Reductions 222 Sold out 0 Options Calls 0 Puts 0
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