Uma Financial Services, Inc. Incresed Positions in Q3 2025

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
254
+ 3.61%
$133.81 - $152.16 $34K - $38.6K
7.28K $1.02M
GE
General Electric CO

Industrials
186
+ 22.38%
$244.75 - $305.63 $45.5K - $56.8K
1.02K $305K
CVX
Chevron Corp

Energy
363
+ 13.15%
$145.57 - $161.83 $52.8K - $58.7K
3.12K $485K
TMO
Thermo Fisher Scientific Inc.

Healthcare
95
+ 17.37%
$404.94 - $499.99 $38.5K - $47.5K
642 $311K
SO
Southern CO

Utilities
916
+ 280.98%
$90.83 - $96.0 $83.2K - $87.9K
1.24K $117K
IXN
Ishares Global Information Tec

ETFs
269
+ 4.86%
$91.28 - $103.32 $24.6K - $27.8K
5.8K $598K
DUK
Duke Energy Corp

Utilities
597
+ 41.95%
$116.31 - $125.93 $69.4K - $75.2K
2.02K $249K
MUB
Ishares National Muni Bond ETF

ETFs
556
+ 5.8%
$103.24 - $106.68 $57.4K - $59.3K
10.1K $1.08M
XLK
Technology Sector Spdr

ETFs
2
+ 0.08%
$250.97 - $282.66 $502 - $565
2.38K $670K
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 7.59%
$291.67 - $316.99 $42.6K - $46.3K
2.07K $628K
GS
Goldman Sachs Group Inc

Financial Services
64
+ 41.03%
$696.56 - $806.32 $44.6K - $51.6K
220 $175K
ZION
Zions Bancorporation, National Association

Financial Services
3
+ 0.02%
$51.2 - $59.15 $154 - $177
13.9K $783K
TJX
Tjx Companies Inc

Consumer Cyclical
244
+ 17.98%
$121.35 - $144.54 $29.6K - $35.3K
1.6K $231K
BAC
Bank Of America Corp

Financial Services
581
+ 7.84%
$44.92 - $52.42 $26.1K - $30.5K
8K $412K
ABT
Abbott Laboratories

Healthcare
474
+ 71.82%
$120.51 - $136.62 $57.1K - $64.8K
1.13K $151K
MA
Mastercard Inc

Financial Services
91
+ 6.7%
$550.18 - $598.96 $50.1K - $54.5K
1.45K $824K
OSTK
Overstock.Com, Inc

Consumer Cyclical
2.39K
+ 978.28%
N/A
2.63K $67K
UNP
Union Pacific Corp

Industrials
68
+ 1.01%
$214.91 - $237.16 $14.6K - $16.1K
6.79K $1.6M
MDT
Medtronic PLC

Healthcare
454
+ 24.75%
$87.67 - $95.74 $39.8K - $43.5K
2.29K $217K
AXP
American Express CO

Financial Services
117
+ 8.33%
$294.27 - $342.31 $34.4K - $40.1K
1.52K $505K
EA
Electronic Arts Inc.

Communication Services
59
+ 5.94%
$147.79 - $202.05 $8.72K - $11.9K
1.05K $212K
QCOM
Qualcomm Inc

Technology
216
+ 9.09%
$145.84 - $173.55 $31.5K - $37.5K
2.59K $431K
IFRA
Ishares Tr

ETFs
955
+ 106.7%
$49.77 - $52.82 $47.5K - $50.4K
1.85K $97K
BX
Blackstone Inc.

Financial Services
183
+ 20.0%
$152.77 - $188.68 $28K - $34.5K
1.1K $187K
IBM
International Business Machines Corp

Technology
192
+ 42.57%
$234.77 - $292.47 $45.1K - $56.2K
643 $181K
MS
Morgan Stanley

Financial Services
263
+ 86.23%
$139.09 - $161.16 $36.6K - $42.4K
568 $90K
CL
Colgate Palmolive CO

Consumer Defensive
604
+ 8628.57%
$79.36 - $93.33 $47.9K - $56.4K
611 $48K
PLD
Prologis, Inc.

Real Estate
251
+ 13.08%
$104.08 - $115.35 $26.1K - $29K
2.17K $248K
WELL
Welltower Inc.

Real Estate
170
+ 26.94%
$150.71 - $178.14 $25.6K - $30.3K
801 $142K
APP
App Lovin Corp

Technology
38
+ 79.17%
$335.1 - $718.54 $12.7K - $27.3K
86 $61K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
239
+ 24.95%
$89.32 - $107.82 $21.3K - $25.8K
1.2K $129K
AZO
Autozone Inc

Consumer Cyclical
4
+ 9.52%
$3649.42 - $4354.54 $14.6K - $17.4K
46 $197K
ETN
Eaton Corp PLC

Industrials
98
+ 35.13%
$342.99 - $392.76 $33.6K - $38.5K
377 $141K
C
Citigroup Inc

Financial Services
321
+ 58.9%
$85.57 - $103.49 $27.5K - $33.2K
866 $87K
URI
United Rentals, Inc.

Industrials
14
+ 10.45%
$774.14 - $975.23 $10.8K - $13.7K
148 $141K
PANW
Palo Alto Networks Inc

Technology
200
+ 196.08%
$167.06 - $208.19 $33.4K - $41.6K
302 $61K
COP
Conocophillips

Energy
289
+ 10.0%
$91.0 - $98.99 $26.3K - $28.6K
3.18K $300K
DAL
Delta Air Lines, Inc.

Industrials
166
+ 4.19%
$49.0 - $61.97 $8.13K - $10.3K
4.13K $234K
UBER
Uber Technologies, Inc

Technology
398
+ 227.43%
$86.91 - $99.57 $34.6K - $39.6K
573 $56K
COF
Capital One Financial Corp

Financial Services
181
+ 116.03%
$207.29 - $229.74 $37.5K - $41.6K
337 $71K
NWE
Northwestern Corp

Utilities
46
+ 0.96%
$51.58 - $58.61 $2.37K - $2.7K
4.83K $282K
MO
Altria Group, Inc.

Consumer Defensive
552
+ 634.48%
$57.75 - $67.68 $31.9K - $37.4K
639 $42K
AEE
Ameren Corp

Utilities
70
+ 2.08%
$95.0 - $104.38 $6.65K - $7.31K
3.43K $358K
GILD
Gilead Sciences, Inc.

Healthcare
328
+ 504.62%
$108.22 - $120.47 $35.5K - $39.5K
393 $43K
BA
Boeing CO

Industrials
132
+ 10.86%
$209.79 - $237.38 $27.7K - $31.3K
1.35K $290K
CMCSA
Comcast Corp

Communication Services
1.47K
+ 58.1%
$31.41 - $36.33 $46.1K - $53.3K
3.99K $125K
MU
Micron Technology Inc

Technology
186
+ 248.0%
$104.88 - $168.89 $19.5K - $31.4K
261 $43K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.01%
$23.82 - $25.84 $23.8 - $25.8
18.1K $465K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
186
+ 1.41%
$92.18 - $95.14 $17.1K - $17.7K
13.4K $1.27M
Activity Summary
Buys All Purchases 974 New Holdings 291 Increased Positions 683 Sells All Sells 252 Reductions 252 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