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
IYR
Ishares Tr

ETFs
1
+ 0.07%
$89.49 - $98.98 $89.5 - $99
1.35K $129K
MCK
Mckesson Corp

Healthcare
1
+ 2.78%
$566.21 - $672.99 $566 - $673
37 $24K
AMT
American Tower Corp

Real Estate
9
+ 13.04%
$173.46 - $217.6 $1.56K - $1.96K
78 $16K
SU
Suncor Energy Inc

Energy
84
+ 110.53%
$34.27 - $40.63 $2.88K - $3.41K
160 $6K
MTG
Mgic Investment Corp

Financial Services
62
+ 2.73%
$22.56 - $25.71 $1.4K - $1.59K
2.33K $57K
CME
Cme Group Inc.

Financial Services
3
+ 3.37%
$225.82 - $266.54 $677 - $800
92 $24K
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
188
+ 9.75%
$21.22 - $21.67 $3.99K - $4.07K
2.12K $45K
ELV
Elevance Health, Inc.

Healthcare
8
+ 57.14%
$365.9 - $436.25 $2.93K - $3.49K
22 $9K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.21%
$63.29 - $71.8 $63.3 - $71.8
484 $34K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
66
+ 6.31%
$11.66 - $14.98 $770 - $989
1.11K $15K
PSX
Phillips 66

Energy
1
+ 0.37%
$113.93 - $131.55 $114 - $132
270 $33K
APH
Amphenol Corp

Technology
215
+ 7.29%
$61.62 - $78.55 $13.2K - $16.9K
3.16K $207K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
36
+ 7.47%
$73.78 - $76.59 $2.66K - $2.76K
518 $39K
VRT
Vertiv Holdings CO

Industrials
39
+ 260.0%
N/A
54 $4K
WSO
Watsco Inc

Industrials
2
+ 3.57%
$463.86 - $530.75 $928 - $1.06K
58 $29K
NOG
Northern Oil & Gas, Inc.

Energy
104
+ 611.76%
$26.89 - $42.07 $2.8K - $4.38K
121 $3K
SCHW
Schwab Charles Corp

Financial Services
30
+ 17.24%
$71.24 - $83.64 $2.14K - $2.51K
204 $15K
ZTS
Zoetis Inc.

Healthcare
12
+ 2.01%
$156.48 - $175.67 $1.88K - $2.11K
610 $100K
WIT
Wipro LTD

Technology
895
+ 105.79%
$3.0 - $3.77 $2.69K - $3.37K
1.74K $5K
GDDY
Go Daddy Inc.

Technology
51
+ 15.13%
$172.13 - $214.35 $8.78K - $10.9K
388 $69K
FOXA
Fox Corp

Communication Services
16
+ 6.02%
$47.9 - $58.0 $766 - $928
282 $15K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1
+ 0.01%
$29.72 - $31.94 $29.7 - $31.9
7.13K $220K
OIS
Oil States International, Inc

Energy
511
+ 354.86%
$4.7 - $5.74 $2.4K - $2.93K
655 $3K
ETR
Entergy Corp

Utilities
12
+ 6.32%
$75.26 - $87.89 $903 - $1.05K
202 $17K
CHTR
Charter Communications, Inc.

Communication Services
6
+ 54.55%
$334.89 - $384.77 $2.01K - $2.31K
17 $6K
HSBC
Hsbc Holdings PLC

Financial Services
19
+ 7.79%
$48.68 - $61.58 $925 - $1.17K
263 $15K
BMY
Bristol Myers Squibb CO

Healthcare
32
+ 17.88%
$53.9 - $63.11 $1.72K - $2.02K
211 $12K
JKHY
Henry Jack & Associates Inc

Technology
7
+ 12.73%
$166.47 - $191.28 $1.17K - $1.34K
62 $11K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
10
+ 9.43%
$61.25 - $72.83 $613 - $728
116 $8K
BIIB
Biogen Inc.

Healthcare
14
+ 46.67%
$133.43 - $153.27 $1.87K - $2.15K
44 $6K
OKE
Oneok Inc

Energy
45
+ 1.9%
$89.57 - $109.85 $4.03K - $4.94K
2.42K $240K
GRMN
Garmin LTD

Technology
5
+ 10.87%
$204.55 - $241.93 $1.02K - $1.21K
51 $11K
GD
General Dynamics Corp

Industrials
3
+ 3.23%
$241.94 - $272.58 $726 - $818
96 $26K
GH
Guardant Health, Inc.

Healthcare
28
+ 121.74%
$31.77 - $49.94 $890 - $1.4K
51 $2K
INDA
Ishares Msci India Index Fund

ETFs
47
+ 12.11%
$47.8 - $53.4 $2.25K - $2.51K
435 $22K
ACHR
Archer Aviation Inc.

Industrials
279
+ 273.53%
$6.8 - $11.51 $1.9K - $3.21K
381 $2K
VLO
Valero Energy Corp

Energy
15
+ 25.0%
$121.76 - $142.99 $1.83K - $2.14K
75 $9K
PDD
Pinduoduo Inc.

Consumer Cyclical
8
+ 22.86%
$94.68 - $131.34 $757 - $1.05K
43 $5K
MU
Micron Technology Inc

Technology
15
+ 150.0%
$86.89 - $109.38 $1.3K - $1.64K
25 $2K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
23
+ 1.88%
$23.43 - $25.55 $539 - $588
1.25K $31K
MAA
Mid America Apartment Communities Inc.

Real Estate
6
+ 6.52%
$146.9 - $170.92 $881 - $1.03K
98 $16K
KT
Kt Corp

Communication Services
96
+ 62.34%
$15.57 - $18.63 $1.49K - $1.79K
250 $4K
MRNA
Moderna, Inc.

Healthcare
285
+ 63.62%
$28.35 - $47.53 $8.08K - $13.5K
733 $20K
SNN
Smith & Nephew PLC

Healthcare
33
+ 14.41%
$23.89 - $30.34 $788 - $1K
262 $7K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
45
+ 8.3%
$36.46 - $39.46 $1.64K - $1.78K
587 $22K
AFL
Aflac Inc

Financial Services
1
+ 0.59%
$100.99 - $111.19 $101 - $111
171 $19K
MFG
Mizuho Financial Group Inc

Financial Services
115
+ 30.67%
$4.83 - $6.04 $555 - $695
490 $2K
WDFC
Wd 40 CO

Basic Materials
3
+ 5.36%
$226.67 - $250.92 $680 - $753
59 $14K
CMCSA
Comcast Corp

Communication Services
64
+ 2.6%
$33.19 - $38.23 $2.12K - $2.45K
2.53K $93K
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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