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
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.52%
N/A
387 $29K
RKLB
Rocket Lab Usa, Inc.

Industrials
37
+ 217.65%
$17.12 - $31.57 $633 - $1.17K
54 $0
XLI
Industrial Sector Spdr

ETFs
1
+ 0.43%
$128.78 - $141.67 $129 - $142
236 $30K
VTRS
Viatris Inc

Healthcare
104
+ 38.66%
$8.68 - $12.42 $903 - $1.29K
373 $3K
RLI
Rli Corp

Financial Services
133
+ 100.0%
$71.75 - $163.21 $9.54K - $21.7K
266 $21K
Noble Corp PLC
66
+ 194.12%
N/A
100 $0
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4
+ 0.17%
$25.35 - $27.46 $101 - $110
2.42K $63K
ITW
Illinois Tool Works Inc

Industrials
1
+ 1.56%
$244.9 - $274.48 $245 - $274
65 $16K
INFY
Infosys LTD

Technology
126
+ 23.95%
$18.06 - $22.89 $2.28K - $2.88K
652 $11K
DFSE
Dimensional ETF Tr Dimen Emrgn
4
+ 0.08%
N/A
4.97K $0
BHP
Bhp Group LTD

Basic Materials
10
+ 22.73%
$48.18 - $52.11 $482 - $521
54 $2K
Ishares Bitcoin Trust ETF
249
+ 10.59%
N/A
2.6K $0
BGNE
Bei Gene, Ltd.

Healthcare
2
+ 200.0%
$175.1 - $226.71 $350 - $453
3 $0
IBB
Ishares Biotechnology ETF

ETFs
1
+ 1.43%
$127.9 - $140.56 $128 - $141
71 $9K
BMI
Badger Meter Inc

Technology
3
+ 10.71%
$189.49 - $221.51 $568 - $665
31 $5K
Ishares Tr
4
+ 0.84%
N/A
478 $0
Atlassian Corporation
94
+ 854.55%
N/A
105 $0
Canadian Pacific Kansas City
2
+ 2.74%
N/A
75 $0
HIW
Highwoods Properties, Inc.

Real Estate
34
+ 34.0%
$27.69 - $30.78 $941 - $1.05K
134 $3K
ABNB
Airbnb, Inc.

Consumer Cyclical
2
+ 40.0%
$119.38 - $161.42 $239 - $323
7 $0
Dimensional ETF Trust
153
+ 78.87%
N/A
347 $0
Dimensional ETF Trust
5.28K
+ 3.75%
N/A
146K $0
RDY
Dr Reddys Laboratories LTD

Healthcare
40
+ 22.73%
$12.53 - $15.81 $501 - $632
216 $2K
Concentra Group Holdings Par
5
+ 1.13%
N/A
448 $0
EQR
Equity Residential

Real Estate
14
+ 0.66%
$66.98 - $75.02 $938 - $1.05K
2.13K $152K
Ge Vernova Inc
7
+ 3.27%
N/A
221 $0
CMTL
Comtech Telecommunications Corp

Technology
515
+ 1661.29%
$1.6 - $4.48 $824 - $2.31K
546 $0
Columbia ETF Tr Ii
22
+ 21.15%
N/A
126 $0
GPN
Global Payments Inc

Industrials
4
+ 44.44%
$92.18 - $113.03 $369 - $452
13 $1K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
5
+ 3.91%
$25.27 - $28.3 $126 - $142
133 $3K
Gsk PLC
669
+ 82.49%
N/A
1.48K $0
SMMV
Ishares Msci Usa Small Cap Min

ETFs
4
+ 0.3%
$40.38 - $42.65 $162 - $171
1.36K $56K
Ark 21 Shares Bitcoin ETF
40
+ 66.67%
N/A
100 $0
ILMN
Illumina, Inc.

Healthcare
6
+ 100.0%
$79.34 - $144.22 $476 - $865
12 $0
KFRC
Kforce Inc

Industrials
7
+ 53.85%
$48.42 - $56.93 $339 - $399
20 $0
Arista Networks Inc
120
+ 1000.0%
N/A
132 $0
Lam Research Corp
13
+ 86.67%
N/A
28 $0
LUMN
Lumen Technologies, Inc.

Communication Services
203
+ 20300.0%
$3.92 - $5.92 $796 - $1.2K
204 $0
ALLO
Allogene Therapeutics, Inc.

Healthcare
296
+ 92.21%
$1.4 - $2.84 $414 - $841
617 $0
CPRT
Copart Inc

Consumer Cyclical
61
+ 1.64%
$52.3 - $59.83 $3.19K - $3.65K
3.78K $213K
MUR
Murphy Oil Corp

Energy
5
+ 11.11%
$24.02 - $33.9 $120 - $170
50 $1K
AIN
Albany International Corp

Consumer Cyclical
14
+ 12.84%
$69.04 - $82.96 $967 - $1.16K
123 $8K
Kenvue Inc
28
+ 3.43%
N/A
845 $0
IYF
Ishares Tr

ETFs
1
+ 1.0%
$107.69 - $119.37 $108 - $119
101 $11K
IYG
Ishares Tr

ETFs
1
+ 0.19%
$74.6 - $84.81 $74.6 - $84.8
528 $41K
APA
Apa Corp

Energy
6
+ 13.64%
$18.54 - $25.45 $111 - $153
50 $1K
MEAR
Blackrock Short Maturity Munic

ETFs
3
+ 0.62%
$49.97 - $50.36 $150 - $151
487 $24K
NXPI
Nxp Semiconductors N.V.

Technology
3
+ 6.82%
$189.99 - $245.86 $570 - $738
47 $8K
ISCG
Ishares Morningstar Small Cap

ETFs
78
+ 7.92%
$44.44 - $52.05 $3.47K - $4.06K
1.06K $47K
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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