Uma Financial Services, Inc. Incresed Positions in Q4 2025

Uma Financial Services, Inc.

  • $656 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
43.6K
+ 44.12%
$202.52 - $212.07 $8.82M - $9.24M
142K $29.8M
DFAE
Dimensional ETF Tr

ETFs
159K
+ 27.23%
$30.74 - $33.05 $4.89M - $5.26M
743K $24.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
37.4K
+ 60.52%
$117.68 - $124.18 $4.4M - $4.64M
99.1K $11.7M
NOW
Service Now, Inc.

Technology
4.31K
+ 352.99%
$835.79 - $946.29 $3.6M - $4.08M
5.53K $4.62M
IVV
Ishares Core S&P 500 ETF

ETFs
907
+ 0.67%
$656.2 - $690.71 $595K - $626K
136K $92.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.4K
+ 3.25%
$57.9 - $61.26 $950K - $1M
521K $31.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.1K
+ 2.99%
$76.84 - $80.86 $927K - $975K
416K $32.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
10.4K
+ 2.58%
$56.5 - $60.52 $586K - $627K
412K $24.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.97K
+ 4.2%
$118.29 - $126.28 $943K - $1.01M
198K $23.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20.8K
+ 576.22%
$42.71 - $43.27 $888K - $900K
24.4K $1.04M
XLK
Technology Sector Spdr

ETFs
2.39K
+ 100.21%
$278.39 - $304.13 $664K - $725K
4.77K $1.37M
DFAI
Dimensional ETF Tr

ETFs
1.67K
+ 0.22%
$35.82 - $37.52 $59.7K - $62.6K
759K $28.2M
MGC
Vanguard Mega Cap ETF

ETFs
1.49K
+ 3.54%
$239.57 - $253.74 $357K - $379K
43.7K $10.8M
GOOGL
Alphabet Inc.

Communication Services
549
+ 6.96%
$236.57 - $291.31 $130K - $160K
8.43K $2.33M
AMD
Advanced Micro Devices Inc

Technology
99
+ 2.36%
$164.01 - $264.33 $16.2K - $26.2K
4.3K $1.03M
SIL
Global X Silver Miners ETF

ETFs
4.92K
+ 59.82%
$62.2 - $79.85 $306K - $393K
13.1K $897K
VTI
Vanguard Total Stock Market Et

ETFs
867
+ 385.33%
$321.8 - $337.95 $279K - $293K
1.09K $360K
LLY
Eli Lilly & CO

Healthcare
30
+ 3.39%
$799.57 - $1025.28 $24K - $30.8K
915 $934K
IEMG
Ishares Inc

ETFs
4.76K
+ 1.94%
N/A
250K $13.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.96K
+ 4.24%
$63.25 - $66.24 $377K - $395K
147K $9.42M
GOOG
Alphabet Inc.

Communication Services
43
+ 0.9%
$237.49 - $291.74 $10.2K - $12.5K
4.82K $1.38M
SSO
Proshares Ultra S&P 500

ETFs
1.85K
+ 129.08%
$107.49 - $118.65 $199K - $220K
3.29K $371K
VGT
Vanguard Information Technolog

ETFs
178
+ 3.56%
$736.33 - $801.52 $131K - $143K
5.18K $3.91M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.68K
+ 4.03%
$102.72 - $103.6 $173K - $174K
43.4K $4.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
180
+ 3.64%
$600.51 - $631.95 $108K - $114K
5.12K $3.17M
LRGF
Ishares Tr

ETFs
2.02K
+ 4.42%
$67.34 - $70.85 $136K - $143K
47.7K $3.28M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
924
+ 24.77%
$116.0 - $122.39 $107K - $113K
4.66K $553K
AMAT
Applied Materials Inc

Technology
215
+ 8.32%
$209.95 - $240.89 $45.1K - $51.8K
2.8K $639K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.91K
+ 72.13%
$56.0 - $57.6 $107K - $110K
4.56K $258K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
423
+ 1.27%
$142.82 - $150.36 $60.4K - $63.6K
33.7K $4.94M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.1K
+ 74.27%
$79.18 - $82.25 $87.1K - $90.5K
2.58K $209K
XLU
Utilities Sector Spdr

ETFs
966
+ 100.1%
$87.89 - $92.9 $84.9K - $89.7K
1.93K $171K
CSCO
Cisco Systems, Inc.

Technology
779
+ 30.16%
$67.46 - $78.0 $52.6K - $60.8K
3.36K $261K
CAT
Caterpillar Inc

Industrials
31
+ 3.75%
$480.82 - $585.49 $14.9K - $18.2K
857 $473K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.19K
+ 5.63%
$42.19 - $45.31 $50.2K - $53.9K
22.3K $995K
VLUE
Ishares Msci Usa Value Factor

ETFs
218
+ 2.48%
$122.29 - $132.67 $26.7K - $28.9K
9K $1.18M
IFRA
Ishares Tr

ETFs
1.42K
+ 76.59%
$52.02 - $54.04 $73.7K - $76.6K
3.27K $170K
SPY
Spdr S&P 500 ETF Trust

ETFs
107
+ 9.81%
$653.02 - $687.39 $69.9K - $73.6K
1.2K $797K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
228
+ 10.68%
$280.66 - $305.09 $64K - $69.6K
2.36K $666K
UPS
United Parcel Service Inc

Industrials
689
+ 183.24%
$82.87 - $97.4 $57.1K - $67.1K
1.07K $100K
ABBV
Abb Vie Inc.

Healthcare
276
+ 28.75%
$211.96 - $244.38 $58.5K - $67.4K
1.24K $289K
XLE
Energy Sector Spdr

ETFs
689
+ 104.87%
$85.22 - $92.02 $58.7K - $63.4K
1.35K $123K
MU
Micron Technology Inc

Technology
112
+ 42.91%
$181.6 - $253.3 $20.3K - $28.4K
373 $92K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.03K
+ 1373.33%
$46.68 - $48.34 $48.1K - $49.8K
1.11K $52K
XOM
Exxon Mobil Corp

Energy
290
+ 10.46%
$110.64 - $119.78 $32.1K - $34.7K
3.06K $360K
IRM
Iron Mountain Inc

Real Estate
526
+ 740.85%
$91.37 - $106.46 $48.1K - $56K
597 $54K
OEF
Ishares S&P 100 ETF

ETFs
177
+ 215.85%
N/A
259 $68K
IYW
Ishares Dj Us Tech ETF

ETFs
215
+ 16.21%
$192.8 - $211.27 $41.5K - $45.4K
1.54K $306K
T
At&T Inc.

Communication Services
2.47K
+ 32.88%
$24.44 - $27.55 $60.4K - $68.1K
9.99K $254K
Activity Summary
Buys All Purchases 982 New Holdings 289 Increased Positions 693 Sells All Sells 450 Reductions 450 Sold out 0 Options Calls 0 Puts 0
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