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
NKE
Nike, Inc.

Consumer Cyclical
19
+ 9.74%
$63.29 - $81.72 $1.2K - $1.55K
214 $13K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.96%
$170.36 - $201.04 $170 - $201
105 $18K
CCJ
Cameco Corp

Energy
6
+ 6.12%
$40.64 - $56.86 $244 - $341
104 $4K
PRU
Prudential Financial Inc

Financial Services
3
+ 1.2%
$105.04 - $122.33 $315 - $367
254 $28K
CW
Curtiss Wright Corp

Industrials
3
+ 5.0%
$304.82 - $384.07 $914 - $1.15K
63 $19K
ADI
Analog Devices Inc

Technology
3
+ 1.33%
$201.56 - $243.82 $605 - $731
229 $46K
NICE
Nice Ltd.

Technology
4
+ 2.31%
$139.18 - $178.5 $557 - $714
177 $27K
WFG
West Fraser Timber Co., LTD

Basic Materials
13
+ 4.14%
$75.63 - $92.16 $983 - $1.2K
327 $25K
UPS
United Parcel Service Inc

Industrials
12
+ 7.14%
$109.66 - $136.26 $1.32K - $1.64K
180 $19K
APO
Apollo Global Management, Inc.

Financial Services
6
+ 6.59%
$126.01 - $172.06 $756 - $1.03K
97 $13K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
80
+ 7.3%
$77.33 - $90.16 $6.19K - $7.21K
1.18K $92K
AA
Alcoa Corp

Basic Materials
2
+ 0.45%
$30.5 - $39.53 $61 - $79.1
446 $13K
ITB
Ishares Tr

ETFs
3
+ 0.65%
$93.86 - $111.45 $282 - $334
466 $44K
DHR
Danaher Corp

Healthcare
24
+ 6.74%
$201.62 - $250.59 $4.84K - $6.01K
380 $77K
ALB
Albemarle Corp

Basic Materials
9
+ 3.04%
$69.95 - $97.49 $630 - $877
305 $21K
PRG
Prog Holdings, Inc.

Industrials
72
+ 19.51%
$25.94 - $43.82 $1.87K - $3.16K
441 $11K
WDC
Western Digital Corp

Technology
12
+ 3.79%
$40.43 - $72.03 $485 - $864
329 $13K
DHI
Horton D R Inc

Consumer Cyclical
5
+ 1.29%
$125.29 - $147.65 $626 - $738
392 $49K
MRVL
Marvell Technology, Inc.

Technology
49
+ 30.43%
$61.57 - $126.06 $3.02K - $6.18K
210 $12K
ASH
Ashland Global Holdings Inc

Basic Materials
3
+ 0.59%
$55.87 - $73.16 $168 - $219
513 $30K
TTD
Trade Desk, Inc.

Technology
15
+ 12.93%
$53.59 - $126.58 $804 - $1.9K
131 $7K
COIN
Coinbase Global, Inc.

Technology
15
+ 11.36%
$172.23 - $301.3 $2.58K - $4.52K
147 $25K
SSO
Proshares Ultra S&P 500

ETFs
35
+ 2.64%
$80.57 - $100.21 $2.82K - $3.51K
1.36K $112K
SHOP
Shopify Inc.

Technology
34
+ 2.76%
$90.59 - $129.31 $3.08K - $4.4K
1.27K $120K
SYF
Synchrony Financial

Financial Services
21
+ 1.98%
$51.9 - $70.63 $1.09K - $1.48K
1.08K $57K
TGT
Target Corp

Consumer Defensive
4
+ 0.91%
$103.65 - $142.5 $415 - $570
442 $46K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.16%
$198.1 - $229.79 $198 - $230
616 $122K
ETN
Eaton Corp PLC

Industrials
4
+ 1.5%
$271.83 - $371.23 $1.09K - $1.48K
270 $73K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
245
+ 1.39%
$21.23 - $23.75 $5.2K - $5.82K
17.9K $385K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
6
+ 0.15%
$122.86 - $137.9 $737 - $827
4.1K $518K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.63%
$4295.4 - $5141.88 $8.59K - $10.3K
78 $359K
CAT
Caterpillar Inc

Industrials
9
+ 1.32%
$326.75 - $407.63 $2.94K - $3.67K
692 $228K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$347.25 - $424.87 $347 - $425
1.1K $403K
DIS
Walt Disney CO

Communication Services
38
+ 1.53%
$96.87 - $114.0 $3.68K - $4.33K
2.52K $248K
PYPL
Pay Pal Holdings, Inc.

Financial Services
17
+ 1.19%
$65.15 - $91.81 $1.11K - $1.56K
1.45K $94K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.28%
$237.01 - $304.45 $474 - $609
706 $168K
BX
Blackstone Inc.

Financial Services
1
+ 0.11%
$136.53 - $186.74 $137 - $187
883 $123K
SCHA
Schwab Strategic Tr Us Small C

ETFs
134
+ 1.0%
$23.16 - $27.04 $3.1K - $3.62K
13.5K $316K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.01%
$196.12 - $229.48 $196 - $229
7.94K $1.6M
MRK
Merck & Co., Inc.

Healthcare
45
+ 1.02%
$83.01 - $101.02 $3.74K - $4.55K
4.46K $400K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
121
+ 5.98%
$165.25 - $224.62 $20K - $27.2K
2.14K $355K
AVGO
Broadcom Inc.

Technology
600
+ 26.6%
$167.43 - $244.7 $100K - $147K
2.86K $478K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.23%
$253.32 - $282.66 $2.28K - $2.54K
3.87K $994K
HUN
Huntsman Corp

Basic Materials
148
+ 0.62%
$15.79 - $18.04 $2.34K - $2.67K
24K $378K
IXN
Ishares Global Information Tec

ETFs
19
+ 0.3%
$75.73 - $88.4 $1.44K - $1.68K
6.37K $482K
ZION
Zions Bancorporation, National Association

Financial Services
44
+ 0.32%
$47.0 - $59.03 $2.07K - $2.6K
13.8K $686K
XLK
Technology Sector Spdr

ETFs
2
+ 0.08%
$206.38 - $242.18 $413 - $484
2.38K $490K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
111
+ 2.34%
$507.05 - $563.67 $56.3K - $62.6K
4.85K $2.49M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 0.13%
$283.06 - $421.16 $283 - $421
764 $216K
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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