Uma Financial Services, Inc. Incresed Positions in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVNA
Carvana Co.

Consumer Cyclical
9
+ 128.57%
$162.57 - $345.64 $1.46K - $3.11K
16 $5K
SEIC
Sei Investments CO

Financial Services
43
+ 215.0%
$66.45 - $89.86 $2.86K - $3.86K
63 $5K
SEM
Select Medical Holdings Corp

Healthcare
368
+ 66.91%
$14.26 - $18.41 $5.25K - $6.77K
918 $13K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
10
+ 2.08%
$53.69 - $67.27 $537 - $673
491 $33K
SCCO
Southern Copper Corp

Basic Materials
8
+ 1.8%
$75.63 - $104.64 $605 - $837
452 $45K
SPOT
Spotify Technology S.A.

Communication Services
1
+ 6.67%
$503.3 - $775.9 $503 - $776
16 $12K
AA
Alcoa Corp

Basic Materials
140
+ 31.39%
$22.57 - $30.84 $3.16K - $4.32K
586 $17K
AXON
Axon Enterprise, Inc.

Industrials
5
+ 250.0%
$497.13 - $827.94 $2.49K - $4.14K
7 $5K
XJR
Ishares Tresg Screened S&P Sma

ETFs
67
+ 7.12%
$32.75 - $39.55 $2.19K - $2.65K
1.01K $39K
UHS
Universal Health Services Inc

Healthcare
21
+ 262.5%
$157.05 - $197.94 $3.3K - $4.16K
29 $5K
NEE
Nextera Energy Inc

Utilities
70
+ 18.82%
$64.11 - $75.0 $4.49K - $5.25K
442 $30K
CARR
Carrier Global Corp

Industrials
51
+ 52.04%
$55.55 - $75.83 $2.83K - $3.87K
149 $10K
DDOG
Datadog, Inc.

Technology
24
+ 109.09%
$87.0 - $134.33 $2.09K - $3.22K
46 $6K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
335
+ 30.13%
$10.79 - $14.14 $3.61K - $4.74K
1.45K $19K
ADSK
Autodesk, Inc.

Technology
13
+ 1.62%
N/A
814 $200K
MET
Metlife Inc

Financial Services
48
+ 12.7%
$68.42 - $82.49 $3.28K - $3.96K
426 $34K
D
Dominion Energy, Inc

Utilities
43
+ 1.08%
$49.66 - $58.0 $2.14K - $2.49K
4.03K $227K
NOC
Northrop Grumman Corp

Industrials
10
+ 166.67%
$456.3 - $540.39 $4.56K - $5.4K
16 $7K
ALL
Allstate Corp

Financial Services
26
+ 12.09%
$180.53 - $212.64 $4.69K - $5.53K
241 $48K
WF
Woori Financial Group Inc.

Financial Services
79
+ 131.67%
$30.46 - $49.73 $2.41K - $3.93K
139 $6K
AMT
American Tower Corp

Real Estate
14
+ 17.95%
$203.96 - $228.19 $2.86K - $3.19K
92 $20K
XEL
Xcel Energy Inc

Utilities
54
+ 490.91%
$65.65 - $72.39 $3.55K - $3.91K
65 $4K
CCI
Crown Castle International Corp

Real Estate
33
+ 194.12%
$94.83 - $107.06 $3.13K - $3.53K
50 $5K
UBS
Ubs Group Ag

Financial Services
64
+ 110.34%
$26.12 - $33.82 $1.67K - $2.16K
122 $4K
PKI
Perkinelmer Inc

Healthcare
23
+ 460.0%
N/A
28 $3K
USB
Us Bancorp \De\

Financial Services
50
+ 23.04%
$36.4 - $45.76 $1.82K - $2.29K
267 $12K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30
+ 16.76%
$55.54 - $69.09 $1.67K - $2.07K
209 $14K
AZO
Autozone Inc

Consumer Cyclical
2
+ 5.0%
$3478.38 - $3880.15 $6.96K - $7.76K
42 $155K
KB
Kb Financial Group Inc.

Financial Services
32
+ 128.0%
$46.88 - $82.59 $1.5K - $2.64K
57 $4K
CWST
Casella Waste Systems Inc

Industrials
24
+ 300.0%
$103.78 - $120.37 $2.49K - $2.89K
32 $3K
BTI
British American Tobacco P.L.C.

Consumer Defensive
38
+ 26.39%
$39.43 - $49.34 $1.5K - $1.87K
182 $8K
EEMA
Ishares Msci Emerging Markets

ETFs
1
+ 0.28%
$64.59 - $83.0 $64.6 - $83
361 $29K
PBW
Invesco Exchange Traded Fd Tr

ETFs
37
+ 5.29%
$13.42 - $20.22 $497 - $748
736 $14K
VZ
Verizon Communications Inc

Communication Services
122
+ 15.8%
$41.67 - $45.62 $5.08K - $5.57K
894 $38K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6
+ 54.55%
$328.01 - $475.68 $1.97K - $2.85K
17 $7K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
91
+ 115.19%
$19.5 - $30.4 $1.77K - $2.77K
170 $4K
RBLX
Roblox Corp

Communication Services
28
+ 280.0%
$51.22 - $105.59 $1.43K - $2.96K
38 $3K
IXG
Ishares Global Fin'L ETF

ETFs
28
+ 46.67%
$90.79 - $110.82 $2.54K - $3.1K
88 $9K
VCTR
Victory Capital Holdings, Inc.

Financial Services
28
+ 8.51%
$51.28 - $64.94 $1.44K - $1.82K
357 $22K
SYY
Sysco Corp

Consumer Defensive
28
+ 3.73%
$68.0 - $75.91 $1.9K - $2.13K
779 $59K
WELL
Welltower Inc.

Real Estate
16
+ 2.6%
$136.49 - $155.22 $2.18K - $2.48K
631 $97K
NXPI
Nxp Semiconductors N.V.

Technology
7
+ 14.89%
$153.5 - $218.72 $1.07K - $1.53K
54 $11K
THO
Thor Industries Inc

Consumer Cyclical
14
+ 21.54%
$64.83 - $89.72 $908 - $1.26K
79 $7K
TTD
Trade Desk, Inc.

Technology
13
+ 9.92%
$45.27 - $79.4 $589 - $1.03K
144 $10K
WIT
Wipro LTD

Technology
1.2K
+ 68.81%
$2.7 - $3.09 $3.23K - $3.7K
2.94K $8K
CVS
Cvs Health Corp

Healthcare
50
+ 22.32%
$60.04 - $70.18 $3K - $3.51K
274 $18K
EHC
Encompass Health Corp

Healthcare
27
+ 270.0%
$96.12 - $122.63 $2.6K - $3.31K
37 $4K
DVA
Davita Inc.

Healthcare
30
+ 75.0%
$133.5 - $155.51 $4.01K - $4.67K
70 $9K
NGG
National Grid PLC

Utilities
12
+ 6.59%
$62.74 - $74.79 $753 - $897
194 $14K
Activity Summary
Buys All Purchases 1180 New Holdings 586 Increased Positions 594 Sells All Sells 241 Reductions 241 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