Uma Financial Services, Inc. New Holdings in Q3 2025

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
29.4K
New
$7.98 - $8.29 $234K - $243K
29.4K $240K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
450
New
$132.9 - $142.03 $59.8K - $63.9K
450 $63K
CMS
Cms Energy Corp

Utilities
542
New
$69.37 - $74.67 $37.6K - $40.5K
542 $39K
ALB
Albemarle Corp

Basic Materials
490
New
$62.9 - $88.1 $30.8K - $43.2K
490 $39K
BSY
Bentley Systems Inc

Technology
754
New
$51.48 - $58.72 $38.8K - $44.3K
754 $38K
AINV
Apollo Investment Corp

Financial Services
3.5K
New
N/A
3.5K $38K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.05K
New
$16.46 - $17.1 $33.7K - $35.1K
2.05K $34K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
837
New
$23.54 - $23.97 $19.7K - $20.1K
837 $20K
WTRG
Essential Utilities, Inc.

Utilities
500
New
$36.73 - $39.9 $18.4K - $20K
500 $19K
AEP
American Electric Power CO Inc

Utilities
162
New
$103.26 - $115.0 $16.7K - $18.6K
162 $18K
NWSA
News Corp

Communication Services
549
New
$28.38 - $31.03 $15.6K - $17K
549 $16K
AIG
American International Group, Inc.

Financial Services
195
New
$76.34 - $85.87 $14.9K - $16.7K
195 $15K
WTW
Willis Towers Watson PLC

Financial Services
42
New
$301.83 - $345.45 $12.7K - $14.5K
42 $14K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
31
New
$311.12 - $482.13 $9.64K - $14.9K
31 $14K
GWW
W.W. Grainger, Inc.

Industrials
13
New
$932.44 - $1059.49 $12.1K - $13.8K
13 $12K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
142
New
$71.86 - $87.45 $10.2K - $12.4K
142 $11K
STZ
Constellation Brands, Inc.

Consumer Defensive
87
New
$131.78 - $176.09 $11.5K - $15.3K
87 $11K
JUPW
Jupiter Wellness, Inc.

Healthcare
3.93K
New
N/A
3.93K $11K
IT
Gartner Inc

Technology
41
New
$225.98 - $406.7 $9.27K - $16.7K
41 $10K
AMP
Ameriprise Financial Inc

Financial Services
21
New
$486.13 - $544.55 $10.2K - $11.4K
21 $10K
FTV
Fortive Corp

Technology
190
New
$46.55 - $53.34 $8.84K - $10.1K
190 $9K
CINF
Cincinnati Financial Corp

Financial Services
61
New
$145.8 - $158.1 $8.89K - $9.64K
61 $9K
FE
Firstenergy Corp

Utilities
191
New
$39.76 - $45.82 $7.59K - $8.75K
191 $8K
TROW
Price T Rowe Group Inc

Financial Services
80
New
$98.67 - $111.52 $7.89K - $8.92K
80 $8K
PHM
Pultegroup Inc

Consumer Cyclical
62
New
$108.0 - $141.42 $6.7K - $8.77K
62 $8K
RJF
Raymond James Financial Inc

Financial Services
49
New
$154.64 - $176.43 $7.58K - $8.65K
49 $8K
NVR
Nvr Inc

Consumer Cyclical
1
New
$7301.0 - $8543.0 $7.3K - $8.54K
1 $8K
SNA
Snap On Inc

Industrials
22
New
$313.01 - $346.53 $6.89K - $7.62K
22 $7K
EXPE
Expedia Group, Inc.

Consumer Cyclical
31
New
$171.01 - $228.24 $5.3K - $7.08K
31 $6K
TER
Teradyne, Inc

Technology
49
New
$90.15 - $137.64 $4.42K - $6.74K
49 $6K
KEY
Keycorp

Financial Services
305
New
$17.37 - $19.39 $5.3K - $5.91K
305 $5K
ITA
Ishares Tr

ETFs
24
New
$184.73 - $209.26 $4.43K - $5.02K
24 $5K
LPLA
Lpl Financial Holdings Inc.

Financial Services
16
New
$332.69 - $399.0 $5.32K - $6.38K
16 $5K
COLD
Americold Realty Trust

Real Estate
435
New
$12.14 - $16.98 $5.28K - $7.39K
435 $5K
PPL
Ppl Corp

Utilities
150
New
$33.54 - $37.24 $5.03K - $5.59K
150 $5K
DTE
Dte Energy CO

Utilities
32
New
$130.26 - $141.49 $4.17K - $4.53K
32 $4K
FSLR
First Solar, Inc.

Technology
21
New
$160.84 - $223.53 $3.38K - $4.69K
21 $4K
L
Loews Corp

Financial Services
40
New
$89.82 - $100.39 $3.59K - $4.02K
40 $4K
PKG
Packaging Corp Of America

Consumer Cyclical
20
New
$191.41 - $220.25 $3.83K - $4.41K
20 $4K
NEP
Nextera Energy Partners, LP

Utilities
500
New
N/A
500 $4K
ZS
Zscaler, Inc.

Technology
16
New
$267.68 - $316.5 $4.28K - $5.06K
16 $4K
LUV
Southwest Airlines CO

Industrials
116
New
$29.06 - $37.7 $3.37K - $4.37K
116 $3K
CNP
Centerpoint Energy Inc

Utilities
96
New
$35.77 - $39.16 $3.43K - $3.76K
96 $3K
WMG
Warner Music Group Corp.

Communication Services
109
New
$27.83 - $34.24 $3.03K - $3.73K
109 $3K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
123
New
$21.49 - $24.47 $2.64K - $3.01K
123 $3K
CTRA
Coterra Energy Inc.

Energy
92
New
$23.09 - $25.45 $2.12K - $2.34K
92 $2K
NMR
Nomura Holdings Inc

Financial Services
295
New
$6.28 - $7.56 $1.85K - $2.23K
295 $2K
TRGP
Targa Resources Corp.

Energy
13
New
$160.52 - $174.4 $2.09K - $2.27K
13 $2K
PB
Prosperity Bancshares Inc

Financial Services
33
New
$65.12 - $74.71 $2.15K - $2.47K
33 $2K
Activity Summary
Buys All Purchases 974 New Holdings 291 Increased Positions 683 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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