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.
Portfolio value
$573 Million
ETFs: $477 Million
Technology: $40 Million
Healthcare: $11.6 Million
Financial Services: $10.2 Million
Consumer Cyclical: $9.39 Million
Industrials: $5.38 Million
Consumer Defensive: $5.24 Million
Communication Services: $3.96 Million
Other: $7.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
