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
VLUE
Ishares Msci Usa Value Factor

ETFs
119
+ 1.25%
$104.89 - $113.56 $12.5K - $13.5K
9.65K $1.03M
NVS
Novartis Ag

Healthcare
15
+ 1.04%
$97.14 - $115.57 $1.46K - $1.73K
1.46K $162K
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 0.71%
$91.75 - $115.81 $1.84K - $2.32K
2.83K $277K
ABBV
Abb Vie Inc.

Healthcare
31
+ 6.47%
$169.2 - $216.66 $5.25K - $6.72K
510 $106K
MDT
Medtronic PLC

Healthcare
41
+ 2.28%
$79.84 - $94.5 $3.27K - $3.87K
1.84K $164K
DFAR
Dimensional ETF Tr Dimensional

ETFs
598
+ 5.25%
$22.35 - $24.52 $13.4K - $14.7K
12K $284K
NSC
Norfolk Southern Corp

Industrials
84
+ 129.23%
$227.69 - $259.76 $19.1K - $21.8K
149 $35K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
27
+ 7.56%
$80.53 - $147.57 $2.17K - $3.98K
384 $50K
DUK
Duke Energy Corp

Utilities
6
+ 0.45%
$105.87 - $121.97 $635 - $732
1.35K $164K
CTAS
Cintas Corp

Industrials
55
+ 17.13%
$182.09 - $208.14 $10K - $11.4K
376 $77K
IBM
International Business Machines Corp

Technology
23
+ 5.62%
$217.4 - $264.74 $5K - $6.09K
432 $107K
INTC
Intel Corp

Technology
185
+ 3.99%
$19.1 - $27.39 $3.53K - $5.07K
4.82K $109K
SNPS
Synopsys Inc

Technology
37
+ 925.0%
$428.58 - $551.54 $15.9K - $20.4K
41 $17K
VST
Vistra Corp.

Utilities
124
+ 1550.0%
$108.49 - $191.89 $13.5K - $23.8K
132 $15K
VHT
Vanguard Health Care ETF

ETFs
12
+ 1.46%
$254.06 - $273.83 $3.05K - $3.29K
835 $221K
CSCO
Cisco Systems, Inc.

Technology
84
+ 2.74%
$58.74 - $64.87 $4.93K - $5.45K
3.15K $194K
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.91%
$123.25 - $162.53 $616 - $813
552 $86K
HEES
H&E Equipment Services, Inc.

Industrials
13
+ 5.91%
$43.93 - $100.57 $571 - $1.31K
233 $22K
VO
Vanguard Mid Cap ETF

ETFs
97
+ 4.22%
$251.87 - $277.95 $24.4K - $27K
2.39K $618K
CDNS
Cadence Design Systems Inc

Technology
69
+ 47.92%
$233.96 - $324.52 $16.1K - $22.4K
213 $54K
D
Dominion Energy, Inc

Utilities
21
+ 0.53%
$52.85 - $57.43 $1.11K - $1.21K
3.98K $223K
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 1.4%
$296.7 - $345.55 $890 - $1.04K
217 $74K
CVS
Cvs Health Corp

Healthcare
110
+ 96.49%
$44.22 - $68.64 $4.86K - $7.55K
224 $15K
NFLX
Netflix Inc

Communication Services
2
+ 1.01%
$828.4 - $1058.6 $1.66K - $2.12K
200 $186K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4
+ 0.07%
$48.43 - $49.9 $194 - $200
5.53K $276K
AMGN
Amgen Inc

Healthcare
7
+ 6.09%
$258.59 - $327.36 $1.81K - $2.29K
122 $38K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
29
+ 2.15%
$25.2 - $68.74 $731 - $1.99K
1.38K $40K
META
Meta Platforms, Inc.

Communication Services
46
+ 3.41%
$576.36 - $736.67 $26.5K - $33.9K
1.39K $802K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.7K
+ 2.82%
$91.76 - $103.26 $156K - $176K
62.1K $5.74M
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.01%
$26.1 - $31.22 $26.1 - $31.2
7.59K $216K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.38%
$208.48 - $244.03 $208 - $244
265 $64K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
225
+ 3.01%
$49.25 - $50.66 $11.1K - $11.4K
7.7K $382K
CEG
Constellation Energy Corp

Utilities
36
+ 900.0%
$201.63 - $347.44 $7.26K - $12.5K
40 $8K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
123
+ 219.64%
$58.01 - $64.46 $7.14K - $7.93K
179 $11K
GLOB
Globant S.A.

Technology
155
+ 140.91%
$117.72 - $228.73 $18.2K - $35.5K
265 $31K
MSTR
Microstrategy Inc

Technology
24
+ 82.76%
$239.27 - $396.5 $5.74K - $9.52K
53 $15K
ADSK
Autodesk, Inc.

Technology
31
+ 4.03%
N/A
801 $196K
VZ
Verizon Communications Inc

Communication Services
28
+ 3.76%
$37.81 - $46.49 $1.06K - $1.3K
772 $35K
DFSD
Dimensional ETF Tr Short Durat

ETFs
113
+ 9.5%
$46.74 - $47.55 $5.28K - $5.37K
1.3K $61K
GILD
Gilead Sciences, Inc.

Healthcare
51
+ 318.75%
$89.14 - $117.41 $4.55K - $5.99K
67 $7K
BAH
Booz Allen Hamilton Holding Corp

Industrials
139
+ 32.55%
$102.72 - $143.06 $14.3K - $19.9K
566 $59K
DE
Deere & CO

Industrials
2
+ 2.33%
$408.57 - $509.27 $817 - $1.02K
88 $41K
VICI
Vici Properties Inc.

Real Estate
50
+ 6.11%
$28.21 - $32.68 $1.41K - $1.63K
869 $28K
UL
Unilever PLC

Consumer Defensive
5
+ 0.31%
$54.72 - $60.29 $274 - $301
1.63K $97K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
265
+ 1.89%
$8.58 - $8.9 $2.27K - $2.36K
14.3K $125K
SO
Southern CO

Utilities
7
+ 1.75%
$80.96 - $92.96 $567 - $651
407 $37K
UBER
Uber Technologies, Inc

Technology
73
+ 202.78%
$63.17 - $81.49 $4.61K - $5.95K
109 $7K
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 65.79%
$117.15 - $158.79 $2.93K - $3.97K
63 $9K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 36.36%
$457.79 - $648.32 $1.83K - $2.59K
15 $8K
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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