Uma Financial Services, Inc. Reduced Holdings in Q3 2025

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-74.5K
- 76.09%
$106.99 - $114.46 $7.97M - $8.52M
23.4K $2.66M
IYW
Ishares Dj Us Tech ETF

ETFs
-41.1K
- 96.87%
$171.38 - $197.01 $7.04M - $8.09M
1.33K $259K
EFV
Msci Eafe Value ETF

ETFs
-99.2K
- 25.83%
$62.79 - $68.42 $6.23M - $6.79M
285K $19.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20.5K
- 13.35%
$182.33 - $194.5 $3.74M - $3.99M
133K $25.9M
IEMG
Ishares Inc

ETFs
-40.9K
- 14.29%
N/A
246K $13.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-22.2K
- 61.2%
$88.47 - $93.24 $1.96M - $2.07M
14.1K $1.28M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-33.4K
- 99.37%
$52.39 - $53.11 $1.75M - $1.77M
212 $11K
HQY
Healthequity, Inc.

Healthcare
-6
- 0.01%
$87.42 - $103.12 $525 - $619
53.6K $5.08M
IEFA
Ishares Tr

ETFs
-10.9K
- 7.51%
$81.7 - $87.53 $890K - $953K
134K $11.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-14.8K
- 14.98%
$26.38 - $27.95 $391K - $414K
84.2K $2.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.5K
- 51.29%
$24.46 - $26.5 $282K - $306K
11K $288K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.44K
- 33.57%
$87.29 - $93.61 $213K - $229K
4.84K $451K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.67K
- 9.89%
$61.94 - $64.63 $165K - $172K
24.3K $1.55M
IXUS
Ishares Tr

ETFs
-7.97K
- 8.13%
$76.35 - $82.58 $609K - $658K
90.1K $7.44M
VTV
Vanguard Value ETF

ETFs
-816
- 64.66%
$175.51 - $186.57 $143K - $152K
446 $83K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.05%
$915.95 - $994.57 $916 - $995
1.95K $1.81M
LLY
Eli Lilly & CO

Healthcare
-139
- 13.57%
$625.65 - $812.69 $87K - $113K
885 $675K
WFC
Wells Fargo & Company

Financial Services
-1.69K
- 23.07%
$77.05 - $85.16 $130K - $143K
5.62K $470K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-12.9K
- 89.54%
$8.46 - $9.02 $109K - $116K
1.51K $13K
EXR
Extra Space Storage Inc.

Real Estate
-207
- 1.87%
$134.36 - $152.88 $27.8K - $31.6K
10.9K $1.53M
IRBO
Ishares Robotics & Artificial

ETFs
-2.59K
- 71.94%
N/A
1.01K $32K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-3.69K
- 24.9%
$20.04 - $21.12 $74K - $78K
11.1K $230K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-746
- 8.65%
$97.75 - $100.75 $72.9K - $75.2K
7.88K $790K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.01K
- 42.91%
$62.54 - $68.42 $63.4K - $69.4K
1.35K $91K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.35K
- 24.79%
$25.29 - $28.33 $84.7K - $94.9K
10.2K $283K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.11K
- 92.88%
$50.8 - $51.32 $56.3K - $56.9K
85 $4K
SYK
Stryker Corp

Healthcare
-79
- 7.8%
$368.57 - $403.53 $29.1K - $31.9K
934 $345K
EEM
Ishares Msci Emerging Markets

ETFs
-1.33K
- 33.96%
$48.07 - $53.4 $63.8K - $70.9K
2.58K $137K
ADBE
Adobe Inc.

Technology
-91
- 21.41%
$333.65 - $392.1 $30.4K - $35.7K
334 $117K
CSCO
Cisco Systems, Inc.

Technology
-621
- 19.38%
$66.2 - $71.79 $41.1K - $44.6K
2.58K $176K
RWO
Spdr Dow Jones Global Real Est

ETFs
-951
- 86.3%
$43.53 - $46.27 $41.4K - $44K
151 $6K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-807
- 2.2%
$81.76 - $86.36 $66K - $69.7K
35.9K $3.05M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-6.18K
- 3.52%
$26.84 - $28.32 $166K - $175K
169K $4.71M
DFIV
Dimensional ETF Tr

ETFs
-1.16K
- 21.28%
$42.66 - $46.53 $49.5K - $54K
4.29K $197K
DIS
Walt Disney CO

Communication Services
-85
- 3.26%
$112.25 - $124.0 $9.54K - $10.5K
2.52K $288K
INTU
Intuit Inc

Technology
-1
- 0.33%
$646.03 - $807.39 $646 - $807
305 $208K
KO
Coca Cola CO

Consumer Defensive
-331
- 12.4%
$65.67 - $71.67 $21.7K - $23.7K
2.34K $155K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-437
- 49.1%
$38.58 - $58.24 $16.9K - $25.5K
453 $17K
PG
Procter & Gamble CO

Consumer Defensive
-34
- 0.77%
$150.47 - $161.22 $5.12K - $5.48K
4.38K $672K
FISV
Fiserv Inc

Technology
-214
- 17.95%
N/A
978 $122K
CNI
Canadian National Railway CO

Industrials
-231
- 65.25%
$92.01 - $106.6 $21.3K - $24.6K
123 $11K
NVO
Novo Nordisk A S

Healthcare
-285
- 42.41%
$45.38 - $71.7 $12.9K - $20.4K
387 $21K
VDC
Vanguard Consumer Staples ETF

ETFs
-108
- 71.52%
$212.64 - $225.25 $23K - $24.3K
43 $9K
CRM
Salesforce, Inc.

Technology
-40
- 11.17%
$231.66 - $273.65 $9.27K - $10.9K
318 $75K
V
Visa Inc.

Financial Services
-2
- 0.13%
$332.09 - $358.86 $664 - $718
1.55K $529K
PCM
Pcm Fund, Inc.

Financial Services
-5K
- 15.47%
$6.25 - $6.71 $31.3K - $33.6K
27.3K $183K
DE
Deere & CO

Industrials
-32
- 33.68%
$457.26 - $524.37 $14.6K - $16.8K
63 $28K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 1.59%
$2292.04 - $2514.05 $2.29K - $2.51K
62 $144K
FITB
Fifth Third Bancorp

Financial Services
-491
- 69.84%
$40.91 - $46.28 $20.1K - $22.7K
212 $9K
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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