Uma Financial Services, Inc. New Holdings in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUV
Nuveen Municipal Value Fund Inc

Financial Services
14.1K
New
$8.51 - $9.15 $120K - $129K
14.1K $120K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.89K
New
N/A
4.89K $116K
IRBO
Ishares Robotics & Artificial

ETFs
3.6K
New
N/A
3.6K $115K
MELI
Mercadolibre Inc

Consumer Cyclical
68
New
$1666.0 - $2117.3 $113K - $144K
68 $115K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.96K
New
$56.08 - $68.53 $110K - $134K
1.96K $110K
URI
United Rentals, Inc.

Industrials
157
New
$704.44 - $880.32 $111K - $138K
157 $110K
FXL
First Tr Exchange Traded Fd Fi

ETFs
729
New
$136.18 - $158.26 $99.3K - $115K
729 $108K
VUG
Vanguard Growth ETF

ETFs
258
New
$378.79 - $428.11 $97.7K - $110K
258 $105K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.8K
New
$37.12 - $41.23 $104K - $115K
2.8K $103K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
1.97K
New
$47.03 - $55.28 $92.5K - $109K
1.97K $102K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2K
New
$50.62 - $50.97 $101K - $102K
2K $101K
DLR
Digital Realty Trust, Inc.

Real Estate
571
New
$156.46 - $195.69 $89.3K - $112K
571 $101K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
4.69K
New
$21.25 - $22.07 $99.7K - $104K
4.69K $100K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.54K
New
$22.1 - $22.59 $100K - $103K
4.54K $100K
ED
Consolidated Edison Inc

Utilities
1.12K
New
$88.87 - $107.38 $99.9K - $121K
1.12K $100K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
4.47K
New
$22.12 - $23.49 $98.9K - $105K
4.47K $99K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
5.02K
New
$19.7 - $20.82 $98.9K - $105K
5.02K $99K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
5.21K
New
$19.11 - $20.04 $99.6K - $104K
5.21K $99K
ZTS
Zoetis Inc.

Healthcare
598
New
$162.24 - $194.42 $97K - $116K
598 $97K
GS
Goldman Sachs Group Inc

Financial Services
171
New
$486.1 - $608.57 $83.1K - $104K
171 $97K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.1K
New
$84.34 - $95.14 $92.4K - $104K
1.1K $95K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
80
New
$1146.59 - $1270.6 $91.7K - $102K
80 $94K
RGLD
Royal Gold Inc

Basic Materials
720
New
$131.05 - $154.26 $94.4K - $111K
720 $94K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.48K
New
$63.27 - $70.31 $93.7K - $104K
1.48K $93K
INTC
Intel Corp

Technology
4.63K
New
$19.07 - $26.23 $88.3K - $121K
4.63K $92K
CMCSA
Comcast Corp

Communication Services
2.47K
New
$37.39 - $45.14 $92.2K - $111K
2.47K $92K
UL
Unilever PLC

Consumer Defensive
1.63K
New
$56.7 - $64.64 $92.3K - $105K
1.63K $92K
SLV
I Shares Silver Trust

ETFs
3.43K
New
$26.33 - $31.74 $90.3K - $109K
3.43K $90K
IBM
International Business Machines Corp

Technology
409
New
$204.9 - $238.04 $83.8K - $97.4K
409 $89K
BSX
Boston Scientific Corp

Healthcare
998
New
$83.62 - $91.5 $83.5K - $91.3K
998 $89K
ETN
Eaton Corp PLC

Industrials
266
New
$326.96 - $377.52 $87K - $100K
266 $88K
F
Ford Motor CO

Consumer Cyclical
8.92K
New
$9.69 - $11.4 $86.4K - $102K
8.92K $88K
SLB
Schlumberger Limited

Energy
2.25K
New
$36.83 - $45.59 $82.9K - $103K
2.25K $86K
ABBV
Abb Vie Inc.

Healthcare
479
New
$164.99 - $203.87 $79K - $97.7K
479 $85K
XLV
Select Sector Spdr Fund Health

ETFs
613
New
$136.28 - $154.74 $83.5K - $94.9K
613 $84K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.17K
New
$26.63 - $30.23 $84.5K - $95.9K
3.17K $84K
LHX
L3 Harris Technologies, Inc.

Industrials
391
New
$208.94 - $264.22 $81.7K - $103K
391 $82K
CB
Chubb LTD

Financial Services
296
New
$271.57 - $301.89 $80.4K - $89.4K
296 $81K
PGR
Progressive Corp

Financial Services
342
New
$239.6 - $268.88 $81.9K - $92K
342 $81K
DHR
Danaher Corp

Healthcare
356
New
$226.16 - $274.52 $80.5K - $97.7K
356 $81K
MDU
Mdu Resources Group Inc

Industrials
4.5K
New
$15.1 - $30.28 $68K - $136K
4.5K $81K
PH
Parker Hannifin Corp

Industrials
126
New
$621.74 - $709.46 $78.3K - $89.4K
126 $80K
CSX
Csx Corp

Industrials
2.5K
New
$31.58 - $36.88 $78.9K - $92.2K
2.5K $80K
WELL
Welltower Inc.

Real Estate
615
New
$123.11 - $139.3 $75.7K - $85.7K
615 $77K
HDB
Hdfc Bank LTD

Financial Services
1.21K
New
$59.45 - $68.01 $72.1K - $82.5K
1.21K $77K
SHEL
Shell PLC

Energy
1.22K
New
$60.63 - $70.23 $74K - $85.8K
1.22K $76K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.06K
New
$18.41 - $40.87 $74.7K - $166K
4.06K $75K
ABT
Abbott Laboratories

Healthcare
655
New
$111.93 - $119.39 $73.3K - $78.2K
655 $74K
YUM
Yum Brands Inc

Consumer Cyclical
547
New
$130.36 - $139.54 $71.3K - $76.3K
547 $73K
Activity Summary
Buys All Purchases 1035 New Holdings 966 Increased Positions 69 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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