Uma Financial Services, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $562 Million distributed in 10994 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 $75M, Spdr Portfolio S&P 500 ETF (Ma with a value of $43.7M, Ishares Msci Usa Quality Facto with a value of $24.9M, Dimensional ETF Tr with a value of $23.4M, and Ishares S&P 500 Growth ETF with a value of $20.9M.
Examining the 13F form we can see an decrease of $11.3M in the current position value, from $573M to 562M.
Below you can find more details about Uma Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$562 Million
ETFs: $472 Million
Technology: $35.2 Million
Healthcare: $11.4 Million
Financial Services: $10.5 Million
Consumer Cyclical: $8.05 Million
Consumer Defensive: $5.34 Million
Industrials: $5.02 Million
Communication Services: $3.53 Million
Other: $8.25 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
