Uma Financial Services, Inc. Incresed Positions in Q1 2025

Uma Financial Services, Inc.

  • $562 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
27.6K
+ 47.91%
$185.78 - $198.58 $5.13M - $5.48M
85.2K $16.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
25K
+ 20.69%
$168.16 - $186.21 $4.2M - $4.65M
146K $24.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
84.8K
+ 22728.95%
$34.83 - $37.52 $2.95M - $3.18M
85.2K $3.09M
GLDM
World Gold Trust

ETFs
43.2K
+ 107.86%
$52.19 - $61.89 $2.25M - $2.67M
83.2K $5.15M
IEMG
Ishares Inc

ETFs
54.1K
+ 54.0%
N/A
154K $8.27M
DFAI
Dimensional ETF Tr

ETFs
21.1K
+ 2.91%
$28.88 - $32.4 $611K - $685K
748K $23.4M
IEFA
Ishares Tr

ETFs
1.59K
+ 1.08%
$69.57 - $78.65 $110K - $125K
149K $11.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.3K
+ 4.42%
$44.41 - $45.98 $459K - $475K
245K $11.2M
ICSH
Blackrock Ultra Short Term Bon

ETFs
11.6K
+ 1155.3%
$50.44 - $50.7 $583K - $586K
12.6K $636K
MGC
Vanguard Mega Cap ETF

ETFs
4.27K
+ 12.69%
$199.2 - $222.69 $850K - $950K
37.9K $7.63M
IXUS
Ishares Tr

ETFs
430
+ 0.41%
$65.06 - $72.31 $28K - $31.1K
105K $7.33M
SNFCA
Security National Financial Corp

Financial Services
22.7K
+ 73.91%
$11.31 - $13.46 $257K - $306K
53.5K $647K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4K
+ 89.8%
$47.35 - $48.24 $189K - $193K
8.44K $401K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.57K
+ 16.01%
$59.61 - $66.71 $272K - $305K
33.1K $2M
CI
Cigna Corp

Healthcare
11
+ 0.42%
$274.49 - $329.0 $3.02K - $3.62K
2.66K $873K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
207
+ 0.64%
$100.59 - $103.47 $20.8K - $21.4K
32.6K $3.37M
DFAX
Dimensional ETF Tr
45
+ 0.06%
$24.45 - $27.2 $1.1K - $1.22K
81.2K $2.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.04K
+ 34.67%
$50.39 - $50.66 $103K - $104K
7.94K $401K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.85K
+ 146.98%
$24.79 - $25.26 $95.5K - $97.3K
6.47K $163K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.7K
+ 5.67%
$48.06 - $53.73 $997K - $1.11M
387K $18.9M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.13K
+ 66.32%
$21.77 - $22.25 $90K - $91.9K
10.4K $230K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.9K
+ 66.74%
$23.29 - $23.38 $90.9K - $91.2K
9.75K $227K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.15%
$142.06 - $167.7 $710 - $839
3.32K $550K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
126
+ 0.12%
$27.01 - $28.54 $3.4K - $3.6K
102K $2.85M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.88%
$890.62 - $1076.86 $14.2K - $17.2K
1.83K $1.73M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.64K
+ 45.43%
$25.05 - $25.16 $66.1K - $66.3K
8.44K $212K
CVX
Chevron Corp

Energy
12
+ 0.43%
$146.71 - $167.97 $1.76K - $2.02K
2.81K $470K
PLTR
Palantir Technologies Inc.

Technology
635
+ 65.33%
$64.98 - $124.62 $41.3K - $79.1K
1.61K $135K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
40
+ 8.03%
$402.49 - $513.76 $16.1K - $20.6K
538 $260K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.73K
+ 52.3%
$19.0 - $19.66 $51.8K - $53.6K
7.94K $156K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.47K
+ 52.62%
$21.16 - $21.77 $52.3K - $53.8K
7.16K $155K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.29K
+ 15.88%
$22.77 - $22.94 $52.1K - $52.5K
16.7K $383K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.35K
+ 51.74%
$22.11 - $22.43 $52K - $52.7K
6.89K $154K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.17K
+ 44.38%
N/A
7.06K $167K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.32%
$279.74 - $321.29 $1.68K - $1.93K
1.9K $593K
SUB
Ishares Short Term National Mu

ETFs
406
+ 4.83%
$105.3 - $106.24 $42.8K - $43.1K
8.82K $931K
T
At&T Inc.

Communication Services
80
+ 1.13%
$21.56 - $28.28 $1.72K - $2.26K
7.14K $202K
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.4%
$114.1 - $135.66 $1.03K - $1.22K
2.25K $298K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.05%
$110.79 - $139.39 $111 - $139
1.87K $242K
WM
Waste Management Inc

Industrials
118
+ 43.7%
$200.54 - $233.78 $23.7K - $27.6K
388 $89K
AZO
Autozone Inc

Consumer Cyclical
2
+ 5.26%
$3193.96 - $3828.11 $6.39K - $7.66K
40 $152K
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 10.29%
$1739.0 - $2260.0 $12.2K - $15.8K
75 $146K
NVO
Novo Nordisk A S

Healthcare
626
+ 77.86%
$69.3 - $90.95 $43.4K - $56.9K
1.43K $99K
PAA
Plains All American Pipeline LP

Energy
69
+ 0.72%
$17.32 - $20.96 $1.2K - $1.45K
9.62K $192K
VEA
Vanguard Ftse Developed Market

ETFs
138
+ 2.03%
$47.4 - $52.99 $6.54K - $7.31K
6.92K $351K
WMT
Walmart Inc.

Consumer Defensive
628
+ 5.54%
$84.5 - $105.05 $53.1K - $66K
12K $1.05M
O
Realty Income Corp

Real Estate
379
+ 63.48%
$51.67 - $58.49 $19.6K - $22.2K
976 $56K
ED
Consolidated Edison Inc

Utilities
10
+ 0.89%
$88.0 - $110.59 $880 - $1.11K
1.13K $125K
IDEV
Ishares Core Msci Intl Develop

ETFs
56
+ 1.27%
$63.77 - $71.36 $3.57K - $4K
4.47K $307K
Activity Summary
Buys All Purchases 703 New Holdings 390 Increased Positions 313 Sells All Sells 222 Reductions 222 Sold out 0 Options Calls 0 Puts 0
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