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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25
+ 0.69%
$39.89 - $49.46 $997 - $1.24K
3.62K $179K
ACHR
Archer Aviation Inc.

Industrials
1.36K
+ 355.64%
$6.2 - $13.3 $8.4K - $18K
1.74K $18K
CEG
Constellation Energy Corp

Utilities
35
+ 87.5%
$170.96 - $322.76 $5.98K - $11.3K
75 $24K
EA
Electronic Arts Inc.

Communication Services
8
+ 0.81%
$132.53 - $159.7 $1.06K - $1.28K
994 $158K
FSS
Federal Signal Corp

Industrials
93
+ 46.97%
$69.23 - $106.42 $6.44K - $9.9K
291 $30K
FISV
Fiserv Inc

Technology
128
+ 12.03%
N/A
1.19K $149K
MCO
Moodys Corp

Financial Services
27
+ 33.75%
$396.7 - $501.59 $10.7K - $13.5K
107 $53K
MUR
Murphy Oil Corp

Energy
730
+ 1460.0%
$19.62 - $29.21 $14.3K - $21.3K
780 $17K
C
Citigroup Inc

Financial Services
96
+ 21.38%
$58.13 - $85.12 $5.58K - $8.17K
545 $46K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
500
New
$28.35 - $31.3 $14.2K - $15.7K
500 $15K
T
At&T Inc.

Communication Services
332
+ 4.65%
$26.33 - $28.94 $8.74K - $9.61K
7.48K $216K
ROAD
Construction Partners, Inc.

Industrials
16
+ 4.66%
$68.75 - $110.36 $1.1K - $1.77K
359 $38K
PM
Philip Morris International Inc.

Consumer Defensive
65
+ 103.17%
$149.23 - $184.95 $9.7K - $12K
128 $23K
ABT
Abbott Laboratories

Healthcare
86
+ 14.98%
$123.95 - $138.08 $10.7K - $11.9K
660 $89K
AMCR
Amcor PLC

Consumer Cyclical
1.44K
New
$8.57 - $9.81 $12.3K - $14.1K
1.44K $13K
BX
Blackstone Inc.

Financial Services
32
+ 3.62%
$120.07 - $151.11 $3.84K - $4.84K
915 $136K
EMR
Emerson Electric CO

Industrials
16
+ 3.4%
$94.15 - $133.33 $1.51K - $2.13K
487 $64K
HPE
Hewlett Packard Enterprise CO

Technology
92
+ 4.3%
$12.51 - $20.45 $1.15K - $1.88K
2.23K $45K
VTI
Vanguard Total Stock Market Et

ETFs
24
+ 11.94%
$243.75 - $303.93 $5.85K - $7.29K
225 $68K
DY
Dycom Industries Inc

Industrials
6
+ 5.71%
$138.96 - $245.71 $834 - $1.47K
111 $27K
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 3.23%
$317.61 - $387.52 $2.22K - $2.71K
224 $85K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
50
+ 1.11%
$32.77 - $36.44 $1.64K - $1.82K
4.55K $165K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.2%
$79.8 - $112.34 $79.8 - $112
506 $56K
IQLT
Ishares Msci Intl Quality Fact

ETFs
40
+ 1.43%
$35.9 - $43.76 $1.44K - $1.75K
2.84K $122K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.32%
$174.82 - $215.79 $350 - $432
618 $133K
MPC
Marathon Petroleum Corp

Energy
44
+ 22.56%
$118.55 - $170.08 $5.22K - $7.48K
239 $39K
PH
Parker Hannifin Corp

Industrials
5
+ 5.62%
$517.23 - $700.54 $2.59K - $3.5K
94 $65K
BSX
Boston Scientific Corp

Healthcare
51
+ 6.81%
$89.7 - $107.41 $4.57K - $5.48K
800 $85K
CTAS
Cintas Corp

Industrials
17
+ 4.52%
$190.11 - $227.66 $3.23K - $3.87K
393 $87K
FCX
Freeport Mcmoran Inc

Basic Materials
162
+ 30.0%
$29.15 - $44.46 $4.72K - $7.2K
702 $30K
MKSI
Mks Instruments Inc

Technology
97
+ 421.74%
$58.78 - $100.27 $5.7K - $9.73K
120 $11K
TM
Toyota Motor Corp

Consumer Cyclical
59
+ 131.11%
$158.63 - $195.39 $9.36K - $11.5K
104 $17K
APP
App Lovin Corp

Technology
21
+ 77.78%
$219.37 - $417.89 $4.61K - $8.78K
48 $16K
ARKQ
Ark Autonomous Technology & Ro

ETFs
50
+ 24.88%
$58.8 - $89.17 $2.94K - $4.46K
251 $22K
CSX
Csx Corp

Industrials
86
+ 4.97%
$26.69 - $32.91 $2.3K - $2.83K
1.82K $59K
DVN
Devon Energy Corp

Energy
280
+ 636.36%
$26.8 - $37.92 $7.5K - $10.6K
324 $10K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15
+ 0.62%
$23.4 - $29.68 $351 - $445
2.43K $72K
KMI
Kinder Morgan, Inc.

Energy
70
+ 0.92%
$25.21 - $29.4 $1.76K - $2.06K
7.66K $225K
LMT
Lockheed Martin Corp

Industrials
20
+ 74.07%
$430.82 - $486.45 $8.62K - $9.73K
47 $21K
MTG
Mgic Investment Corp

Financial Services
48
+ 2.06%
$22.43 - $28.1 $1.08K - $1.35K
2.38K $66K
PANW
Palo Alto Networks Inc

Technology
32
+ 45.71%
$152.44 - $204.64 $4.88K - $6.55K
102 $20K
HOOD
Robinhood Markets, Inc.

Technology
74
+ 194.74%
$34.17 - $93.63 $2.53K - $6.93K
112 $10K
CI
Cigna Corp

Healthcare
16
+ 0.6%
$301.89 - $340.04 $4.83K - $5.44K
2.67K $882K
UBER
Uber Technologies, Inc

Technology
66
+ 60.55%
$64.62 - $93.3 $4.26K - $6.16K
175 $16K
VRSN
Verisign Inc

Technology
4
+ 1.89%
$234.49 - $288.8 $938 - $1.16K
216 $62K
SAN
Banco Santander, S.A.

Financial Services
681
+ 65.8%
$5.72 - $8.32 $3.9K - $5.67K
1.72K $14K
LNG
Cheniere Energy, Inc.

Energy
36
+ 400.0%
$197.25 - $244.33 $7.1K - $8.8K
45 $10K
IMOS
Chipmos Technologies Inc

Technology
470
+ 712.12%
$13.71 - $20.05 $6.44K - $9.42K
536 $9K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
56
+ 6.71%
$45.98 - $56.15 $2.57K - $3.14K
890 $49K
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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