Uma Financial Services, Inc. Purchases in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
59
+ 5.1%
$136.59 - $217.51 $8.06K - $12.8K
1.22K $254K
CAT
Caterpillar Inc

Industrials
41
+ 5.92%
$273.94 - $388.21 $11.2K - $15.9K
733 $284K
INTU
Intuit Inc

Technology
2
+ 0.66%
$544.07 - $787.63 $1.09K - $1.58K
306 $241K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.09K
+ 32.22%
$24.94 - $25.42 $52K - $53K
8.56K $217K
IAU
Ishares Gold Trust

ETFs
788
+ 132.88%
$56.1 - $64.74 $44.2K - $51K
1.38K $86K
RACE
Ferrari N.V.

Consumer Cyclical
95
+ 179.25%
$397.86 - $499.02 $37.8K - $47.4K
148 $72K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
57
+ 1.52%
$86.93 - $109.64 $4.96K - $6.25K
3.81K $417K
EME
Emcor Group, Inc.

Industrials
5
+ 1.81%
$342.02 - $534.89 $1.71K - $2.67K
282 $150K
UPRO
Proshares Trust Proshares Ultr

ETFs
424
+ 100.47%
$50.65 - $91.44 $21.5K - $38.8K
846 $77K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
175
+ 0.98%
$19.1 - $23.83 $3.34K - $4.17K
18.1K $431K
RTX
Raytheon Technologies Corp

Industrials
93
+ 4.13%
$113.75 - $148.48 $10.6K - $13.8K
2.35K $342K
WDAY
Workday, Inc.

Technology
173
New
$210.47 - $274.71 $36.4K - $47.5K
173 $41K
LHX
L3 Harris Technologies, Inc.

Industrials
97
+ 27.56%
$200.21 - $256.99 $19.4K - $24.9K
449 $112K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.19%
$139.8 - $197.22 $280 - $394
1.05K $207K
SUB
Ishares Short Term National Mu

ETFs
294
+ 3.33%
$104.77 - $106.34 $30.8K - $31.3K
9.11K $968K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
101
+ 7.35%
$25.35 - $64.65 $2.56K - $6.53K
1.48K $73K
ZION
Zions Bancorporation, National Association

Financial Services
90
+ 0.65%
$41.39 - $51.94 $3.73K - $4.67K
13.8K $719K
EEM
Ishares Msci Emerging Markets

ETFs
321
+ 8.95%
$38.52 - $48.28 $12.4K - $15.5K
3.91K $188K
COF
Capital One Financial Corp

Financial Services
144
+ 1200.0%
$150.57 - $212.76 $21.7K - $30.6K
156 $33K
CDNS
Cadence Design Systems Inc

Technology
59
+ 27.7%
$231.64 - $323.08 $13.7K - $19.1K
272 $83K
COIN
Coinbase Global, Inc.

Technology
8
+ 5.44%
$151.47 - $375.07 $1.21K - $3K
155 $54K
SYK
Stryker Corp

Healthcare
14
+ 1.4%
$337.37 - $395.63 $4.72K - $5.54K
1.01K $400K
CSCO
Cisco Systems, Inc.

Technology
56
+ 1.78%
$53.19 - $69.38 $2.98K - $3.89K
3.2K $222K
DAL
Delta Air Lines, Inc.

Industrials
144
+ 3.77%
$35.88 - $52.99 $5.17K - $7.63K
3.96K $194K
SSO
Proshares Ultra S&P 500

ETFs
73
+ 5.36%
$64.8 - $97.72 $4.73K - $7.13K
1.43K $140K
SKYW
Skywest Inc

Industrials
18
+ 1.06%
$79.41 - $103.84 $1.43K - $1.87K
1.72K $176K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
85
+ 1.19%
$27.26 - $34.48 $2.32K - $2.93K
7.22K $248K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 1.96%
$462.22 - $707.75 $1.39K - $2.12K
156 $110K
MAR
Marriott International Inc

Consumer Cyclical
11
+ 1.56%
$211.12 - $274.14 $2.32K - $3.02K
717 $195K
ETN
Eaton Corp PLC

Industrials
9
+ 3.33%
$246.52 - $356.99 $2.22K - $3.21K
279 $99K
CRM
Salesforce, Inc.

Technology
90
+ 33.58%
$236.26 - $291.15 $21.3K - $26.2K
358 $97K
IBM
International Business Machines Corp

Technology
19
+ 4.4%
$221.03 - $294.78 $4.2K - $5.6K
451 $132K
SCHA
Schwab Strategic Tr Us Small C

ETFs
28
+ 0.21%
$20.42 - $25.3 $572 - $708
13.5K $341K
NVS
Novartis Ag

Healthcare
85
+ 5.84%
$101.96 - $121.01 $8.67K - $10.3K
1.54K $186K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1K
New
$22.98 - $23.27 $23K - $23.3K
1K $23K
SPGI
S&P Global Inc.

Financial Services
28
+ 6.59%
$438.31 - $527.29 $12.3K - $14.8K
453 $238K
NU
Nu Holdings Ltd.

Financial Services
1.58K
+ 1477.57%
$9.6 - $13.72 $15.2K - $21.7K
1.69K $23K
DLR
Digital Realty Trust, Inc.

Real Estate
19
+ 3.38%
$136.11 - $177.69 $2.59K - $3.38K
581 $101K
QCOM
Qualcomm Inc

Technology
43
+ 1.84%
$124.66 - $159.48 $5.36K - $6.86K
2.38K $378K
DFSD
Dimensional ETF Tr Short Durat

ETFs
384
+ 29.47%
$47.09 - $48.01 $18.1K - $18.4K
1.69K $80K
FNV
Franco Nevada Corp

Basic Materials
95
+ 22.73%
$143.04 - $178.17 $13.6K - $16.9K
513 $84K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
11
+ 7.64%
$177.93 - $313.14 $1.96K - $3.44K
155 $48K
SHW
Sherwin Williams CO

Basic Materials
59
+ 17.2%
$313.51 - $363.51 $18.5K - $21.4K
402 $138K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
855
New
$21.27 - $26.73 $18.2K - $22.9K
855 $18K
SYF
Synchrony Financial

Financial Services
56
+ 5.18%
$43.81 - $66.74 $2.45K - $3.74K
1.14K $75K
VST
Vistra Corp.

Utilities
39
+ 29.55%
$98.07 - $195.04 $3.82K - $7.61K
171 $33K
MMM
3 M CO

Industrials
61
+ 4.4%
$126.09 - $154.15 $7.69K - $9.4K
1.45K $220K
HON
Honeywell International Inc

Industrials
13
+ 1.97%
$182.86 - $232.88 $2.38K - $3.03K
674 $156K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
476
New
$35.3 - $37.51 $16.8K - $17.9K
476 $17K
Activity Summary
Buys All Purchases 1180 New Holdings 586 Increased Positions 594 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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