Uma Financial Services, Inc. Purchases in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Veralto Corp
100
New
N/A
100 $0
VIAV
Viavi Solutions Inc.

Technology
1
New
$8.94 - $11.16 $8.94 - $11.2
1 $0
WAT
Waters Corp

Healthcare
2
New
$323.11 - $392.01 $646 - $784
2 $0
WEN
Wendy'S CO

Consumer Cyclical
38
New
$16.26 - $20.42 $618 - $776
38 $0
WST
West Pharmaceutical Services Inc

Healthcare
2
New
$285.69 - $344.0 $571 - $688
2 $0
WDAY
Workday, Inc.

Technology
2
New
$233.85 - $279.91 $468 - $560
2 $0
WOR
Worthington Industries Inc

Industrials
19
New
$38.2 - $43.42 $726 - $825
19 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
9
New
$84.3 - $106.41 $759 - $958
9 $0
XEL
Xcel Energy Inc

Utilities
11
New
$62.16 - $72.92 $684 - $802
11 $0
YRD
Yiren Digital Ltd.

Financial Services
141
New
$4.54 - $8.09 $640 - $1.14K
141 $0
SOXX
Ishares Semiconductor ETF

ETFs
59
+ 5.79%
$211.27 - $239.8 $12.5K - $14.1K
1.08K $232K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16
+ 0.27%
$50.37 - $50.6 $806 - $810
5.9K $296K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32
+ 0.43%
$49.79 - $51.14 $1.59K - $1.64K
7.48K $374K
CVX
Chevron Corp

Energy
1
+ 0.04%
$141.15 - $162.53 $141 - $163
2.8K $405K
EUSB
Ishares Tr Esg Advanced Total

Technology
36
+ 0.78%
$42.39 - $44.29 $1.53K - $1.59K
4.67K $198K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11
+ 0.14%
$57.38 - $61.11 $631 - $672
7.9K $460K
VLUE
Ishares Msci Usa Value Factor

ETFs
195
+ 2.09%
$104.01 - $115.38 $20.3K - $22.5K
9.53K $1.01M
D
Dominion Energy, Inc

Utilities
3
+ 0.08%
$52.63 - $60.92 $158 - $183
3.96K $213K
PG
Procter & Gamble CO

Consumer Defensive
56
+ 1.27%
$161.05 - $179.7 $9.02K - $10.1K
4.45K $746K
VHT
Vanguard Health Care ETF

ETFs
31
+ 3.91%
$250.81 - $283.3 $7.78K - $8.78K
823 $208K
BDX
Becton Dickinson & CO

Healthcare
3
+ 0.26%
$220.02 - $243.75 $660 - $731
1.17K $265K
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 1.5%
$288.47 - $316.54 $8.08K - $8.86K
1.89K $548K
EEM
Ishares Msci Emerging Markets

ETFs
12
+ 0.2%
$41.82 - $47.36 $502 - $568
5.95K $248K
QCOM
Qualcomm Inc

Technology
5
+ 0.21%
$150.4 - $178.04 $752 - $890
2.35K $360K
EFV
Msci Eafe Value ETF

ETFs
26.9K
+ 9.38%
$51.78 - $57.15 $1.39M - $1.54M
313K $16.4M
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.14%
$96.31 - $114.76 $578 - $689
4.41K $439K
AMAT
Applied Materials Inc

Technology
123
+ 4.78%
$161.44 - $213.89 $19.9K - $26.3K
2.69K $438K
VNQ
Vanguard Specialized Funds Van

ETFs
2.38K
+ 6.37%
$87.85 - $98.6 $209K - $234K
39.7K $3.54M
UNP
Union Pacific Corp

Industrials
22
+ 0.32%
$223.15 - $249.32 $4.91K - $5.49K
6.87K $1.57M
DFAX
Dimensional ETF Tr
1.51K
+ 1.9%
$24.76 - $27.04 $37.5K - $40.9K
81.1K $2.02M
HUN
Huntsman Corp

Basic Materials
130
+ 0.55%
$17.57 - $24.21 $2.28K - $3.15K
23.8K $429K
SCHA
Schwab Strategic Tr Us Small C

ETFs
39
+ 0.29%
$25.33 - $51.16 $988 - $2K
13.4K $345K
DFAE
Dimensional ETF Tr

ETFs
8.44K
+ 1.82%
$25.36 - $28.15 $214K - $238K
472K $12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39
+ 0.04%
$26.93 - $84.95 $1.05K - $3.31K
102K $2.78M
Activity Summary
Buys All Purchases 1035 New Holdings 966 Increased Positions 69 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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