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
CMCSA
Comcast Corp

Communication Services
2.47K
New
$37.39 - $45.14 $92.2K - $111K
2.47K $92K
INTC
Intel Corp

Technology
4.63K
New
$19.07 - $26.23 $88.3K - $121K
4.63K $92K
UL
Unilever PLC

Consumer Defensive
1.63K
New
$56.7 - $64.64 $92.3K - $105K
1.63K $92K
SLV
I Shares Silver Trust

ETFs
3.43K
New
$26.33 - $31.74 $90.3K - $109K
3.43K $90K
BSX
Boston Scientific Corp

Healthcare
998
New
$83.62 - $91.5 $83.5K - $91.3K
998 $89K
IBM
International Business Machines Corp

Technology
409
New
$204.9 - $238.04 $83.8K - $97.4K
409 $89K
ETN
Eaton Corp PLC

Industrials
266
New
$326.96 - $377.52 $87K - $100K
266 $88K
F
Ford Motor CO

Consumer Cyclical
8.92K
New
$9.69 - $11.4 $86.4K - $102K
8.92K $88K
SLB
Schlumberger Limited

Energy
2.25K
New
$36.83 - $45.59 $82.9K - $103K
2.25K $86K
XLK
Technology Sector Spdr

ETFs
311
+ 15.08%
$220.26 - $241.44 $68.5K - $75.1K
2.37K $551K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 0.26%
$260.53 - $404.79 $521 - $810
763 $291K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.17K
New
$26.63 - $30.23 $84.5K - $95.9K
3.17K $84K
XLV
Select Sector Spdr Fund Health

ETFs
613
New
$136.28 - $154.74 $83.5K - $94.9K
613 $84K
LHX
L3 Harris Technologies, Inc.

Industrials
391
New
$208.94 - $264.22 $81.7K - $103K
391 $82K
CB
Chubb LTD

Financial Services
296
New
$271.57 - $301.89 $80.4K - $89.4K
296 $81K
DHR
Danaher Corp

Healthcare
356
New
$226.16 - $274.52 $80.5K - $97.7K
356 $81K
MDU
Mdu Resources Group Inc

Industrials
4.5K
New
$15.1 - $30.28 $68K - $136K
4.5K $81K
PGR
Progressive Corp

Financial Services
342
New
$239.6 - $268.88 $81.9K - $92K
342 $81K
CSX
Csx Corp

Industrials
2.5K
New
$31.58 - $36.88 $78.9K - $92.2K
2.5K $80K
PH
Parker Hannifin Corp

Industrials
126
New
$621.74 - $709.46 $78.3K - $89.4K
126 $80K
HDB
Hdfc Bank LTD

Financial Services
1.21K
New
$59.45 - $68.01 $72.1K - $82.5K
1.21K $77K
WELL
Welltower Inc.

Real Estate
615
New
$123.11 - $139.3 $75.7K - $85.7K
615 $77K
SHEL
Shell PLC

Energy
1.22K
New
$60.63 - $70.23 $74K - $85.8K
1.22K $76K
LLY
Eli Lilly & CO

Healthcare
265
+ 23.23%
$727.2 - $932.06 $193K - $247K
1.41K $1.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.06K
New
$18.41 - $40.87 $74.7K - $166K
4.06K $75K
ABT
Abbott Laboratories

Healthcare
655
New
$111.93 - $119.39 $73.3K - $78.2K
655 $74K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
3.08K
New
$23.79 - $24.6 $73.2K - $75.7K
3.08K $73K
PLTR
Palantir Technologies Inc.

Technology
972
New
$36.46 - $82.38 $35.4K - $80.1K
972 $73K
XLU
Utilities Sector Spdr

ETFs
965
New
$74.89 - $82.93 $72.3K - $80K
965 $73K
YUM
Yum Brands Inc

Consumer Cyclical
547
New
$130.36 - $139.54 $71.3K - $76.3K
547 $73K
WMB
Williams Companies, Inc.

Energy
1.35K
New
$46.37 - $59.74 $62.4K - $80.4K
1.35K $72K
BNDX
Vanguard Total International B

ETFs
1.46K
New
$48.91 - $50.61 $71.5K - $74K
1.46K $71K
MGK
Vanguard Mega Cap Growth ETF

ETFs
208
New
$316.94 - $357.88 $65.9K - $74.4K
208 $71K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.72K
New
$25.61 - $28.0 $69.7K - $76.2K
2.72K $70K
ROBO
Robo Global Robotics And Autom

ETFs
1.25K
New
$55.06 - $58.6 $68.8K - $73.3K
1.25K $70K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.1K
+ 5.3%
$51.54 - $52.55 $108K - $110K
41.8K $2.16M
IVE
Ishares S&P 500 Value ETF

ETFs
2.19K
+ 3.95%
$189.5 - $206.17 $415K - $451K
57.6K $11M
NVO
Novo Nordisk A S

Healthcare
804
New
$85.0 - $120.04 $68.3K - $96.5K
804 $69K
CRWD
Crowd Strike Holdings, Inc.

Technology
199
New
$275.15 - $388.2 $54.8K - $77.3K
199 $68K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.75K
New
$24.74 - $27.68 $68.1K - $76.1K
2.75K $68K
SYF
Synchrony Financial

Financial Services
1.06K
New
$49.01 - $68.55 $52K - $72.7K
1.06K $68K
SR
Spire Inc

Utilities
1K
New
$62.24 - $73.38 $62.2K - $73.4K
1K $67K
GDDY
Go Daddy Inc.

Technology
337
New
$153.16 - $209.03 $51.6K - $70.4K
337 $66K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.62K
New
$24.82 - $25.48 $65K - $66.8K
2.62K $65K
NBIX
Neurocrine Biosciences Inc

Healthcare
483
New
$111.62 - $139.44 $53.9K - $67.3K
483 $65K
HCA
Hca Healthcare, Inc.

Healthcare
214
New
$297.52 - $415.61 $63.7K - $88.9K
214 $64K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.41K
New
$26.16 - $28.82 $63.2K - $69.6K
2.41K $63K
TIP
Ishares Tr Tips Bd ETF

ETFs
591
New
$106.33 - $110.69 $62.8K - $65.4K
591 $62K
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 4.54%
$205.18 - $250.29 $14.4K - $17.5K
1.61K $386K
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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