Uma Financial Services, Inc. New Holdings in Q1 2025

Uma Financial Services, Inc.

  • $562 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
121K
New
$45.72 - $51.73 $5.53M - $6.26M
121K $5.57M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
4.5K
New
$34.08 - $35.99 $153K - $162K
4.5K $154K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
1.65K
New
$32.13 - $33.82 $53K - $55.8K
1.65K $53K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.3K
New
$22.61 - $23.14 $52K - $53.2K
2.3K $53K
IBDV
Ishares Tr

Technology
2.47K
New
$21.11 - $21.73 $52.1K - $53.7K
2.47K $53K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.17K
New
$23.9 - $24.18 $51.9K - $52.5K
2.17K $52K
IWR
Ishares Russell Mid Cap ETF

ETFs
426
New
$82.81 - $92.93 $35.3K - $39.6K
426 $36K
VFMV
Vanguard Wellington Fd

ETFs
270
New
$119.38 - $128.27 $32.2K - $34.6K
270 $34K
ROL
Rollins Inc

Consumer Cyclical
377
New
$45.65 - $54.03 $17.2K - $20.4K
377 $20K
CDW
Cdw Corp

Technology
105
New
$160.26 - $206.13 $16.8K - $21.6K
105 $16K
LPI
Laredo Petroleum, Inc.

Energy
195
New
N/A
195 $9K
TU
Telus Corp

Communication Services
500
New
$13.63 - $16.07 $6.82K - $8.04K
500 $7K
APP
App Lovin Corp

Technology
27
New
$238.08 - $510.13 $6.43K - $13.8K
27 $7K
SM
Sm Energy CO

Energy
257
New
$27.15 - $44.69 $6.98K - $11.5K
257 $7K
MD
Mednax, Inc.

Healthcare
426
New
$12.44 - $17.23 $5.3K - $7.34K
426 $6K
NFG
National Fuel Gas CO

Energy
76
New
$60.71 - $79.19 $4.61K - $6.02K
76 $6K
TRGP
Targa Resources Corp.

Energy
27
New
$178.44 - $217.22 $4.82K - $5.86K
27 $5K
MTDR
Matador Resources CO

Energy
110
New
$44.79 - $63.77 $4.93K - $7.01K
110 $5K
CIVI
Civitas Resources, Inc.

Energy
164
New
$32.05 - $54.79 $5.26K - $8.99K
164 $5K
CIEN
Ciena Corp

Technology
74
New
$60.43 - $98.18 $4.47K - $7.27K
74 $4K
BKR
Baker Hughes CO

Energy
108
New
$41.16 - $48.85 $4.45K - $5.28K
108 $4K
TPL
Texas Pacific Land Corp

Energy
3
New
$1180.08 - $1431.01 $3.54K - $4.29K
3 $3K
NET
Cloudflare, Inc.

Technology
32
New
$110.71 - $176.5 $3.54K - $5.65K
32 $3K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
160
New
$20.7 - $21.15 $3.31K - $3.38K
160 $3K
HP
Helmerich & Payne, Inc.

Energy
100
New
$24.69 - $36.7 $2.47K - $3.67K
100 $2K
VIV
Telefonica Brasil S.A.

Communication Services
236
New
$7.5 - $9.4 $1.77K - $2.22K
236 $2K
PBF
Pbf Energy Inc.

Energy
140
New
$18.97 - $31.31 $2.66K - $4.38K
140 $2K
HUM
Humana Inc

Healthcare
9
New
$249.11 - $303.11 $2.24K - $2.73K
9 $2K
EIX
Edison International

Utilities
36
New
$50.06 - $80.01 $1.8K - $2.88K
36 $2K
LNG
Cheniere Energy, Inc.

Energy
9
New
$209.32 - $253.66 $1.88K - $2.28K
9 $2K
ALHC
Alignment Healthcare, Inc.

Healthcare
123
New
$11.32 - $18.62 $1.39K - $2.29K
123 $2K
MARA
Marathon Digital Holdings, Inc.

Financial Services
131
New
N/A
131 $2K
MMYT
Make My Trip LTD

Consumer Cyclical
25
New
N/A
25 $2K
PR
Permian Resources Corporation

Energy
152
New
$12.33 - $16.0 $1.87K - $2.43K
152 $2K
MGA
Magna International Inc

Consumer Cyclical
60
New
$33.99 - $41.85 $2.04K - $2.51K
60 $2K
TROW
Price T Rowe Group Inc

Financial Services
27
New
$91.57 - $116.93 $2.47K - $3.16K
27 $2K
EW
Edwards Lifesciences Corp

Healthcare
24
New
$67.95 - $76.19 $1.63K - $1.83K
24 $1K
PJT
Pjt Partners Inc.

Financial Services
9
New
$135.97 - $177.59 $1.22K - $1.6K
9 $1K
PIPR
Piper Sandler Companies

Financial Services
6
New
$244.29 - $323.68 $1.47K - $1.94K
6 $1K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
31
New
$31.17 - $40.0 $966 - $1.24K
31 $1K
DOCU
Docusign, Inc.

Technology
13
New
$74.7 - $97.7 $971 - $1.27K
13 $1K
TALO
Talos Energy Inc.

Energy
155
New
$8.21 - $11.01 $1.27K - $1.71K
155 $1K
LITE
Lumentum Holdings Inc.

Technology
21
New
$57.41 - $100.38 $1.21K - $2.11K
21 $1K
CUBI
Customers Bancorp, Inc.

Financial Services
34
New
$45.61 - $58.42 $1.55K - $1.99K
34 $1K
CVBF
Cvb Financial Corp

Financial Services
61
New
$18.42 - $21.2 $1.12K - $1.29K
61 $1K
LPX
Louisiana Pacific Corp

Industrials
11
New
$89.37 - $118.15 $983 - $1.3K
11 $1K
DK
Delek Us Holdings, Inc.

Energy
97
New
$13.53 - $20.31 $1.31K - $1.97K
97 $1K
CCI
Crown Castle International Corp

Real Estate
17
New
$84.33 - $106.39 $1.43K - $1.81K
17 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
86
New
$14.93 - $20.31 $1.28K - $1.75K
86 $1K
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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