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
KLAC
Kla Corp

Technology
1
+ 100.0%
$636.62 - $777.63 $637 - $778
2 $1K
JHX
James Hardie Industries PLC

Basic Materials
58
+ 175.76%
$23.56 - $34.63 $1.37K - $2.01K
91 $2K
RMD
Resmed Inc

Healthcare
4
+ 100.0%
$219.7 - $257.65 $879 - $1.03K
8 $1K
WST
West Pharmaceutical Services Inc

Healthcare
3
+ 150.0%
$199.11 - $347.87 $597 - $1.04K
5 $1K
PSA
Public Storage

Real Estate
3
+ 0.72%
$288.99 - $313.98 $867 - $942
421 $126K
WY
Weyerhaeuser CO

Real Estate
6
+ 0.45%
$27.29 - $31.39 $164 - $188
1.33K $38K
AKAM
Akamai Technologies Inc

Technology
11
+ 33.33%
N/A
44 $3K
NUE
Nucor Corp

Basic Materials
7
+ 70.0%
$114.48 - $142.52 $801 - $998
17 $2K
REZ
Ishares Tr Residential And Mul

ETFs
1
+ 0.42%
$78.21 - $88.48 $78.2 - $88.5
237 $20K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5
+ 0.66%
$24.6 - $24.99 $123 - $125
766 $19K
IP
International Paper CO

Consumer Cyclical
19
+ 16.52%
$49.38 - $60.09 $938 - $1.14K
134 $7K
COF
Capital One Financial Corp

Financial Services
6
+ 100.0%
$163.87 - $209.82 $983 - $1.26K
12 $2K
INCY
Incyte Corp

Healthcare
14
+ 116.67%
$60.0 - $75.26 $840 - $1.05K
26 $1K
UAL
United Airlines Holdings, Inc.

Industrials
27
+ 77.14%
$69.05 - $110.52 $1.86K - $2.98K
62 $4K
SOUN
Soundhound Ai, Inc.

Technology
181
+ 905.0%
$8.12 - $20.62 $1.47K - $3.73K
201 $1K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.45%
$85.92 - $101.48 $172 - $203
444 $41K
CHX
Champion X Corp

Energy
30
+ 428.57%
$27.3 - $31.27 $819 - $938
37 $1K
GSL
Global Ship Lease, Inc.

Industrials
29
+ 90.63%
$21.1 - $23.88 $612 - $693
61 $1K
AVB
Avalonbay Communities Inc

Real Estate
5
+ 50.0%
$207.86 - $228.08 $1.04K - $1.14K
15 $3K
TEF
Telefonica S A

Communication Services
220
+ 17.54%
$3.89 - $4.73 $856 - $1.04K
1.47K $6K
ESTC
Elastic N.V.

Technology
16
+ 72.73%
$89.1 - $117.76 $1.43K - $1.88K
38 $3K
TXN
Texas Instruments Inc

Technology
3
+ 0.26%
N/A
1.18K $229K
DD
Du Pont De Nemours, Inc.

Basic Materials
13
+ 26.0%
$72.7 - $84.32 $945 - $1.1K
63 $4K
IQ
I Qiyi, Inc.

Communication Services
426
+ 77.17%
$1.83 - $2.54 $780 - $1.08K
978 $2K
TCBK
Trico Bancshares

Financial Services
12
+ 75.0%
$39.87 - $45.12 $478 - $541
28 $1K
WAT
Waters Corp

Healthcare
1
+ 50.0%
$362.16 - $417.28 $362 - $417
3 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
93
+ 22.09%
$9.47 - $11.46 $881 - $1.07K
514 $5K
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 20.0%
$159.75 - $208.61 $160 - $209
6 $1K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
58
+ 56.86%
$12.68 - $17.71 $735 - $1.03K
160 $2K
BILI
Bilibili Inc.

Communication Services
41
+ 105.13%
$15.97 - $24.1 $655 - $988
80 $1K
CPNG
Coupang, Inc.

Consumer Cyclical
53
+ 22.08%
$21.34 - $25.52 $1.13K - $1.35K
293 $6K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5
+ 0.64%
$22.42 - $23.22 $112 - $116
790 $18K
DXCM
Dexcom Inc

Healthcare
23
+ 143.75%
$67.74 - $90.75 $1.56K - $2.09K
39 $2K
EWJ
Ishares Msci Japan ETF

ETFs
2
+ 1.37%
$65.24 - $71.7 $130 - $143
148 $10K
CPT
Camden Property Trust

Real Estate
8
+ 133.33%
$109.16 - $125.53 $873 - $1K
14 $1K
BY
Byline Bancorp, Inc.

Financial Services
18
+ 58.06%
$25.9 - $30.22 $466 - $544
49 $1K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8
+ 3.01%
N/A
274 $23K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4
+ 0.73%
$45.92 - $47.58 $184 - $190
552 $26K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
145
+ 29.84%
$5.83 - $7.58 $845 - $1.1K
631 $3K
Vanguard Mun Bd Fds
4.73K
+ 9.21%
N/A
56K $0
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
36
+ 45.57%
$6.67 - $12.72 $240 - $458
115 $0
Vanguard Malvern Fds
193
+ 8.43%
N/A
2.48K $0
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1
+ 0.37%
$51.26 - $52.53 $51.3 - $52.5
269 $13K
UPST
Upstart Holdings, Inc.

Financial Services
24
+ 26.67%
$46.03 - $88.77 $1.1K - $2.13K
114 $5K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
4
+ 0.83%
$6.22 - $8.25 $24.9 - $33
487 $3K
TDOC
Teladoc Health, Inc.

Healthcare
45
+ 8.89%
$7.96 - $14.33 $358 - $645
551 $4K
Serve Robotics Inc
168
+ 40.29%
N/A
585 $0
SNOW
Snowflake Inc.

Technology
7
+ 15.22%
$146.16 - $192.78 $1.02K - $1.35K
53 $7K
IX
Orix Corp

Financial Services
232
+ 400.0%
$20.44 - $107.42 $4.74K - $24.9K
290 $6K
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
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email