Uma Financial Services, Inc. Portfolio Holdings
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
Uma Financial Services, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $573 Million distributed in 1148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $79.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $50M, Ishares S&P 500 Growth ETF with a value of $21.7M, Ishares Msci Usa Quality Facto with a value of $21.5M, and Dimensional ETF Tr with a value of $21.2M.
Examining the 13F form we can see an increase of $23.9M in the current position value, from $550M to 573M.
Below you can find more details about Uma Financial Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,148
- Current Value $573 Million
- Prior Value $550 Million
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 966 stocks
- Additional Purchases 69 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks