Uma Financial Services, Inc. Incresed Positions in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
137K
+ 55.52%
$52.4 - $64.65 $7.18M - $8.86M
384K $24.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.22K
+ 0.91%
$498.8 - $620.9 $608K - $757K
135K $83.6M
IEMG
Ishares Inc

ETFs
132K
+ 85.83%
N/A
287K $15.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
64.5K
+ 53.3%
$40.94 - $52.1 $2.64M - $3.36M
186K $9.66M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.1K
+ 5.56%
$152.42 - $182.82 $1.23M - $1.48M
154K $28.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.8K
+ 3.57%
$43.53 - $54.46 $602K - $753K
401K $21.8M
NVDA
Nvidia Corp

Technology
1.77K
+ 3.86%
$94.31 - $157.99 $167K - $280K
47.7K $7.53M
MSFT
Microsoft Corp

Technology
178
+ 1.1%
$354.56 - $497.45 $63.1K - $88.5K
16.4K $8.17M
DFAU
Dimensional ETF Tr

ETFs
6.33K
+ 1.58%
$34.04 - $42.36 $215K - $268K
407K $17.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.5K
+ 15.73%
$44.68 - $45.96 $1.72M - $1.77M
283K $12.9M
MGC
Vanguard Mega Cap ETF

ETFs
1.72K
+ 4.55%
$179.23 - $224.92 $309K - $388K
39.6K $8.91M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
183
+ 0.29%
$82.32 - $112.47 $15.1K - $20.6K
62.3K $7M
HQY
Healthequity, Inc.

Healthcare
7
+ 0.01%
$76.77 - $113.06 $537 - $791
53.6K $5.61M
VGT
Vanguard Information Technolog

ETFs
446
+ 11.01%
$470.37 - $663.28 $210K - $296K
4.5K $2.98M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.39K
+ 22.68%
$102.02 - $103.5 $754K - $765K
40K $4.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.42K
+ 2.47%
$51.16 - $62.02 $175K - $212K
142K $8.8M
TSLA
Tesla, Inc.

Consumer Cyclical
647
+ 11.76%
$221.86 - $362.89 $144K - $235K
6.15K $1.95M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
278
+ 0.18%
$29.12 - $35.84 $8.1K - $9.96K
152K $5.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 0.98%
$416.06 - $551.64 $19.1K - $25.4K
4.74K $2.61M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.53K
+ 2.45%
$52.31 - $63.72 $80K - $97.5K
64.1K $4.08M
META
Meta Platforms, Inc.

Communication Services
151
+ 10.84%
$484.66 - $738.09 $73.2K - $111K
1.54K $1.14M
AVGO
Broadcom Inc.

Technology
63
+ 2.21%
$146.29 - $275.65 $9.22K - $17.4K
2.92K $804K
LRGF
Ishares Tr

ETFs
925
+ 2.41%
$51.37 - $64.13 $47.5K - $59.3K
39.2K $2.52M
NOW
Service Now, Inc.

Technology
4
+ 0.35%
$721.65 - $1040.18 $2.89K - $4.16K
1.15K $1.18M
DFAX
Dimensional ETF Tr
34
+ 0.04%
$23.37 - $29.39 $795 - $999
81.2K $2.39M
DFUS
Dimensional ETF Tr U S Equity

ETFs
375
+ 1.13%
$53.65 - $67.02 $20.1K - $25.1K
33.5K $2.24M
WMT
Walmart Inc.

Consumer Defensive
1.23K
+ 10.31%
$81.79 - $99.98 $101K - $123K
13.2K $1.29M
MUB
Ishares National Muni Bond ETF

ETFs
2.35K
+ 32.45%
$102.31 - $105.8 $240K - $248K
9.58K $1M
COST
Costco Wholesale Corp

Consumer Defensive
127
+ 6.96%
$908.13 - $1056.85 $115K - $134K
1.95K $1.93M
TQQQ
Proshares Ultrapro Qqq

ETFs
198
+ 2.54%
$38.9 - $83.0 $7.7K - $16.4K
7.98K $650K
IWC
Russell Micro Cap ETF

ETFs
114
+ 1.29%
$97.43 - $127.66 $11.1K - $14.6K
8.97K $1.15M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.11K
+ 72.4%
$25.04 - $25.18 $153K - $154K
14.6K $366K
JPM
Jpmorgan Chase & CO

Financial Services
280
+ 17.45%
$210.28 - $289.91 $58.9K - $81.2K
1.89K $546K
PLTR
Palantir Technologies Inc.

Technology
470
+ 29.25%
$74.01 - $144.25 $34.8K - $67.8K
2.08K $283K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
3.93K
+ 237.88%
$30.9 - $34.31 $121K - $135K
5.58K $191K
AMD
Advanced Micro Devices Inc

Technology
65
+ 2.12%
$78.21 - $143.81 $5.08K - $9.35K
3.13K $443K
XLK
Technology Sector Spdr

ETFs
3
+ 0.13%
$179.73 - $253.23 $539 - $760
2.38K $602K
NFLX
Netflix Inc

Communication Services
22
+ 11.0%
$855.86 - $1339.13 $18.8K - $29.5K
222 $297K
HWM
Howmet Aerospace Inc.

Industrials
26
+ 1.39%
$112.33 - $186.13 $2.92K - $4.84K
1.9K $353K
AMAT
Applied Materials Inc

Technology
31
+ 1.24%
$126.95 - $183.52 $3.94K - $5.69K
2.53K $462K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.05%
$146.58 - $180.01 $293 - $360
4.41K $782K
WFC
Wells Fargo & Company

Financial Services
192
+ 2.7%
$60.98 - $80.12 $11.7K - $15.4K
7.3K $585K
DIS
Walt Disney CO

Communication Services
87
+ 3.45%
$81.72 - $124.01 $7.11K - $10.8K
2.61K $323K
RGLD
Royal Gold Inc

Basic Materials
306
+ 42.5%
$155.48 - $186.71 $47.6K - $57.1K
1.03K $182K
ISRG
Intuitive Surgical Inc

Healthcare
54
+ 7.2%
$451.58 - $565.94 $24.4K - $30.6K
804 $436K
BAC
Bank Of America Corp

Financial Services
448
+ 6.43%
$34.39 - $47.46 $15.4K - $21.3K
7.41K $350K
GE
General Electric CO

Industrials
53
+ 6.81%
$166.81 - $257.39 $8.84K - $13.6K
831 $213K
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
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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