Uma Financial Services, Inc. Incresed Positions in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.06K
+ 1.41%
$221.69 - $259.02 $234K - $274K
76.2K $19.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.58K
+ 1.06%
$66.77 - $71.52 $506K - $542K
726K $50M
EFG
Msci Eafe Growth ETF

ETFs
30.4K
+ 20.6%
$96.83 - $106.88 $2.95M - $3.25M
178K $17.2M
TSLA
Tesla, Inc.

Consumer Cyclical
280
+ 5.3%
$213.65 - $479.86 $59.8K - $134K
5.57K $2.25M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.8K
+ 70.78%
$61.52 - $66.5 $728K - $786K
28.5K $1.82M
DFAU
Dimensional ETF Tr

ETFs
11.4K
+ 3.04%
$39.27 - $42.38 $447K - $483K
386K $15.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 32.78%
$521.84 - $558.82 $611K - $654K
4.74K $2.56M
DFAI
Dimensional ETF Tr

ETFs
71.6K
+ 10.93%
$29.0 - $31.6 $2.08M - $2.26M
727K $21.2M
MGC
Vanguard Mega Cap ETF

ETFs
928
+ 2.84%
$204.21 - $220.18 $190K - $204K
33.6K $7.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.18K
+ 42.13%
$96.64 - $101.23 $404K - $423K
14.1K $1.37M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.78K
+ 9.4%
$100.24 - $101.35 $279K - $282K
32.4K $3.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.87K
+ 2.48%
$61.68 - $67.87 $239K - $263K
160K $9.96M
AVGO
Broadcom Inc.

Technology
518
+ 29.8%
$159.67 - $250.0 $82.7K - $130K
2.26K $523K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
487
+ 11.98%
$442.29 - $483.08 $215K - $235K
4.55K $2.06M
VGT
Vanguard Information Technolog

ETFs
50
+ 1.31%
$571.78 - $647.97 $28.6K - $32.4K
3.87K $2.41M
VB
Vanguard Small Cap ETF

ETFs
644
+ 42.51%
$233.76 - $261.58 $151K - $168K
2.16K $518K
SPY
Spdr S&P 500 ETF Trust

ETFs
217
+ 19.89%
$567.81 - $607.81 $123K - $132K
1.31K $766K
IEMG
Ishares Inc

ETFs
2.59K
+ 2.66%
N/A
100K $5.37M
LRGF
Ishares Tr

ETFs
1.15K
+ 2.95%
$58.25 - $63.26 $67.1K - $72.9K
40.2K $2.43M
VO
Vanguard Mid Cap ETF

ETFs
438
+ 23.57%
$261.5 - $284.63 $115K - $125K
2.3K $606K
VTV
Vanguard Value ETF

ETFs
730
+ 46.11%
$168.32 - $181.87 $123K - $133K
2.31K $391K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.25K
+ 14.52%
$30.18 - $33.87 $98.1K - $110K
25.6K $789K
WFC
Wells Fargo & Company

Financial Services
2
+ 0.03%
$54.98 - $77.35 $110 - $155
7.16K $503K
ZION
Zions Bancorporation, National Association

Financial Services
33
+ 0.24%
$45.62 - $61.73 $1.51K - $2.04K
13.7K $744K
XLK
Technology Sector Spdr

ETFs
311
+ 15.08%
$220.26 - $241.44 $68.5K - $75.1K
2.37K $551K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 0.26%
$260.53 - $404.79 $521 - $810
763 $291K
LLY
Eli Lilly & CO

Healthcare
265
+ 23.23%
$727.2 - $932.06 $193K - $247K
1.41K $1.09M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.1K
+ 5.3%
$51.54 - $52.55 $108K - $110K
41.8K $2.16M
IVE
Ishares S&P 500 Value ETF

ETFs
2.19K
+ 3.95%
$189.5 - $206.17 $415K - $451K
57.6K $11M
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 4.54%
$205.18 - $250.29 $14.4K - $17.5K
1.61K $386K
MSFT
Microsoft Corp

Technology
467
+ 2.94%
$406.35 - $454.46 $190K - $212K
16.3K $6.89M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.06%
$873.59 - $994.69 $874 - $995
1.81K $1.66M
TQQQ
Proshares Ultrapro Qqq

ETFs
27
+ 0.35%
$69.42 - $93.29 $1.87K - $2.52K
7.75K $613K
ORCL
Oracle Corp

Technology
283
+ 17.02%
$165.41 - $192.43 $46.8K - $54.5K
1.95K $324K
GLD
Spdr Gold Trust

ETFs
169
+ 10.01%
$236.59 - $257.5 $40K - $43.5K
1.86K $449K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
4.58K
+ 35.45%
$12.1 - $13.76 $55.5K - $63.1K
17.5K $211K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.01%
$201.32 - $217.44 $201 - $217
7.94K $1.64M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14K
+ 10.6%
$55.45 - $61.08 $775K - $853K
146K $8.08M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.38%
$471.27 - $550.62 $1.41K - $1.65K
789 $411K
TJX
Tjx Companies Inc

Consumer Cyclical
107
+ 5.27%
$112.15 - $127.2 $12K - $13.6K
2.14K $258K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
500
+ 9.94%
$48.33 - $49.08 $24.2K - $24.5K
5.53K $267K
IXN
Ishares Global Information Tec

ETFs
2
+ 0.03%
$80.67 - $87.84 $161 - $176
6.35K $537K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.08%
N/A
2.51K $456K
Dimensional ETF Trust
17.9K
+ 14.51%
N/A
141K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16
+ 0.27%
$50.37 - $50.6 $806 - $810
5.9K $296K
SOXX
Ishares Semiconductor ETF

ETFs
59
+ 5.79%
$211.27 - $239.8 $12.5K - $14.1K
1.08K $232K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32
+ 0.43%
$49.79 - $51.14 $1.59K - $1.64K
7.48K $374K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11
+ 0.14%
$57.38 - $61.11 $631 - $672
7.9K $460K
EUSB
Ishares Tr Esg Advanced Total

Technology
36
+ 0.78%
$42.39 - $44.29 $1.53K - $1.59K
4.67K $198K
Activity Summary
Buys All Purchases 1035 New Holdings 966 Increased Positions 69 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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