Uma Financial Services, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $514 Million distributed in 182 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 $78M, Spdr Portfolio S&P 500 ETF (Ma with a value of $48.7M, Ishares S&P 500 Growth ETF with a value of $20.8M, Ishares Core S&P Total U.S. St with a value of $19.7M, and Dimensional ETF Tr with a value of $19.2M.
Examining the 13F form we can see an increase of $26.4M in the current position value, from $487M to 514M.
Below you can find more details about Uma Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$514 Million
ETFs: $434 Million
Technology: $36.1 Million
Healthcare: $10.8 Million
Financial Services: $6.95 Million
Consumer Cyclical: $6.38 Million
Consumer Defensive: $4.4 Million
Communication Services: $4.2 Million
Industrials: $2.95 Million
Other: $4.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions