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
VVV
Valvoline Inc

Energy
1.26K
New
$36.18 - $43.41 $45.7K - $54.9K
1.26K $45K
BND
Vanguard Bd Index Fd Inc Total

ETFs
639
New
$71.75 - $75.11 $45.8K - $48K
639 $45K
CNI
Canadian National Railway CO

Industrials
443
New
$100.62 - $117.12 $44.6K - $51.9K
443 $44K
MFC
Manulife Financial Corp

Financial Services
1.45K
New
$29.21 - $32.87 $42.2K - $47.5K
1.45K $44K
AEM
Agnico Eagle Mines LTD

Basic Materials
559
New
$75.99 - $88.85 $42.5K - $49.7K
559 $43K
CDNS
Cadence Design Systems Inc

Technology
144
New
$249.1 - $324.54 $35.9K - $46.7K
144 $43K
ACWI
Ishares Msci Acwi ETF

ETFs
373
New
$117.05 - $123.03 $43.7K - $45.9K
373 $43K
IDXX
Idexx Laboratories Inc

Healthcare
104
New
$406.92 - $495.42 $42.3K - $51.5K
104 $42K
ALL
Allstate Corp

Financial Services
215
New
$181.25 - $208.2 $39K - $44.8K
215 $41K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
717
New
$57.96 - $64.2 $41.6K - $46K
717 $41K
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
1.93K
New
$21.28 - $21.83 $41K - $42.1K
1.93K $41K
ORCL
Oracle Corp

Technology
283
+ 17.02%
$165.41 - $192.43 $46.8K - $54.5K
1.95K $324K
RSG
Republic Services, Inc.

Industrials
204
New
$198.0 - $218.75 $40.4K - $44.6K
204 $41K
VDE
Vanguard Energy ETF

ETFs
345
New
$116.67 - $136.78 $40.3K - $47.2K
345 $41K
KIM
Kimco Realty Corp

Real Estate
1.74K
New
$22.75 - $25.78 $39.6K - $44.9K
1.74K $40K
SCCO
Southern Copper Corp

Basic Materials
442
New
$91.13 - $117.95 $40.3K - $52.1K
442 $40K
TRU
Trans Union

Industrials
436
New
$92.71 - $108.67 $40.4K - $47.4K
436 $40K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
844
New
$41.88 - $50.49 $35.3K - $42.6K
844 $39K
PNC
Pnc Financial Services Group, Inc.

Financial Services
207
New
$178.39 - $215.0 $36.9K - $44.5K
207 $39K
GLD
Spdr Gold Trust

ETFs
169
+ 10.01%
$236.59 - $257.5 $40K - $43.5K
1.86K $449K
TRV
Travelers Companies, Inc.

Financial Services
163
New
$225.97 - $266.66 $36.8K - $43.5K
163 $39K
VCR
Vanguard Consumer Discretionar

ETFs
104
New
$328.51 - $401.37 $34.2K - $41.7K
104 $39K
OWL
Blue Owl Capital Inc.

Financial Services
1.66K
New
$19.51 - $24.81 $32.4K - $41.2K
1.66K $38K
EPAM
Epam Systems, Inc.

Technology
210
New
N/A
210 $38K
XJR
Ishares Tresg Screened S&P Sma

ETFs
947
New
$40.62 - $45.4 $38.5K - $43K
947 $38K
SHV
Ishares Tr

ETFs
354
New
$109.92 - $110.57 $38.9K - $39.1K
354 $38K
SAP
Sap Se

Technology
156
New
$218.13 - $255.54 $34K - $39.9K
156 $38K
MCO
Moodys Corp

Financial Services
80
New
$454.04 - $500.88 $36.3K - $40.1K
80 $37K
UPRO
Proshares Trust Proshares Ultr

ETFs
422
New
$82.66 - $99.48 $34.9K - $42K
422 $37K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
52
New
$701.85 - $1046.91 $36.5K - $54.4K
52 $37K
WY
Weyerhaeuser CO

Real Estate
1.32K
New
$27.21 - $33.7 $36K - $44.6K
1.32K $37K
ASH
Ashland Global Holdings Inc

Basic Materials
510
New
$70.93 - $87.79 $36.2K - $44.8K
510 $36K
DE
Deere & CO

Industrials
86
New
$389.45 - $466.0 $33.5K - $40.1K
86 $36K
MS
Morgan Stanley

Financial Services
293
New
$104.42 - $134.99 $30.6K - $39.6K
293 $36K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
482
New
$74.5 - $78.37 $35.9K - $37.8K
482 $36K
FXR
First Trust Industrials/Produc

ETFs
473
New
$74.81 - $83.27 $35.4K - $39.4K
473 $35K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
730
New
$43.37 - $51.46 $31.7K - $37.6K
730 $35K
FSS
Federal Signal Corp

Industrials
375
New
$81.56 - $99.7 $30.6K - $37.4K
375 $34K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
4.58K
+ 35.45%
$12.1 - $13.76 $55.5K - $63.1K
17.5K $211K
HLI
Houlihan Lokey, Inc.

Financial Services
200
New
$158.81 - $190.49 $31.8K - $38.1K
200 $34K
SA
Seabridge Gold Inc

Basic Materials
3K
New
$11.27 - $20.51 $33.8K - $61.5K
3K $34K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
732
New
$46.03 - $47.13 $33.7K - $34.5K
732 $33K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.01%
$201.32 - $217.44 $201 - $217
7.94K $1.64M
PANW
Palo Alto Networks Inc

Technology
186
New
$181.96 - $405.9 $33.8K - $75.5K
186 $33K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
144
New
$173.13 - $258.09 $24.9K - $37.2K
144 $33K
COIN
Coinbase Global, Inc.

Technology
132
New
$163.17 - $343.62 $21.5K - $45.4K
132 $32K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.35K
New
$17.13 - $34.23 $23.1K - $46.1K
1.35K $32K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
170
New
$192.71 - $203.05 $32.8K - $34.5K
170 $32K
XLE
Energy Sector Spdr

ETFs
383
New
$83.32 - $97.27 $31.9K - $37.3K
383 $32K
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
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email