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
ACN
Accenture PLC

Technology
146
+ 317.39%
$232.56 - $304.78 $34K - $44.5K
192 $47K
LHX
L3 Harris Technologies, Inc.

Industrials
30
+ 6.68%
$252.18 - $305.41 $7.57K - $9.16K
479 $146K
EME
Emcor Group, Inc.

Industrials
1
+ 0.35%
$530.88 - $655.83 $531 - $656
283 $183K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
157
+ 29.02%
$366.54 - $479.53 $57.5K - $75.3K
698 $273K
GD
General Dynamics Corp

Industrials
79
+ 82.29%
$293.92 - $341.0 $23.2K - $26.9K
175 $59K
SYY
Sysco Corp

Consumer Defensive
330
+ 42.36%
$76.33 - $82.51 $25.2K - $27.2K
1.11K $91K
PH
Parker Hannifin Corp

Industrials
35
+ 37.23%
$697.13 - $769.67 $24.4K - $26.9K
129 $97K
KLAC
Kla Corp

Technology
29
+ 483.33%
$843.9 - $1078.6 $24.5K - $31.3K
35 $37K
PBA
Pembina Pipeline Corp

Energy
750
+ 441.18%
$35.5 - $40.58 $26.6K - $30.4K
920 $37K
CDNS
Cadence Design Systems Inc

Technology
53
+ 19.49%
$309.46 - $373.37 $16.4K - $19.8K
325 $114K
GIS
General Mills Inc

Consumer Defensive
605
+ 343.75%
$48.44 - $53.83 $29.3K - $32.6K
781 $39K
SCHW
Schwab Charles Corp

Financial Services
302
+ 118.9%
$91.03 - $98.69 $27.5K - $29.8K
556 $53K
VZ
Verizon Communications Inc

Communication Services
665
+ 74.38%
$40.84 - $45.06 $27.2K - $30K
1.56K $68K
NEE
Nextera Energy Inc

Utilities
341
+ 77.15%
$69.77 - $77.54 $23.8K - $26.4K
783 $59K
CVS
Cvs Health Corp

Healthcare
362
+ 132.12%
$58.75 - $76.5 $21.3K - $27.7K
636 $47K
MDLZ
Mondelez International, Inc.

Consumer Defensive
488
+ 215.93%
$60.9 - $70.75 $29.7K - $34.5K
714 $44K
HCA
Hca Healthcare, Inc.

Healthcare
45
+ 20.09%
$334.32 - $426.2 $15K - $19.2K
269 $114K
HWM
Howmet Aerospace Inc.

Industrials
45
+ 2.37%
$171.0 - $196.23 $7.7K - $8.83K
1.94K $381K
UPRO
Proshares Trust Proshares Ultr

ETFs
98
+ 11.58%
$91.26 - $112.39 $8.94K - $11K
944 $105K
BDX
Becton Dickinson & CO

Healthcare
54
+ 4.5%
$172.41 - $199.66 $9.31K - $10.8K
1.26K $234K
DHI
Horton D R Inc

Consumer Cyclical
71
+ 17.75%
$129.82 - $184.04 $9.22K - $13.1K
471 $79K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
11
+ 1.05%
$195.29 - $223.85 $2.15K - $2.46K
1.06K $235K
AJG
Arthur J. Gallagher & Co.

Financial Services
87
+ 870.0%
$284.17 - $319.49 $24.7K - $27.8K
97 $30K
ASML
Asml Holding Nv

Technology
13
+ 16.88%
$689.63 - $968.09 $8.97K - $12.6K
90 $87K
HOOD
Robinhood Markets, Inc.

Technology
145
+ 129.46%
$91.27 - $143.18 $13.2K - $20.8K
257 $36K
IQV
Iqvia Holdings Inc.

Healthcare
134
+ 1340.0%
$157.68 - $200.82 $21.1K - $26.9K
144 $27K
A
Agilent Technologies, Inc.

Healthcare
196
+ 490.0%
$112.04 - $128.75 $22K - $25.2K
236 $30K
AFL
Aflac Inc

Financial Services
214
+ 110.88%
$98.09 - $111.7 $21K - $23.9K
407 $45K
ADI
Analog Devices Inc

Technology
96
+ 52.17%
$220.68 - $255.63 $21.2K - $24.5K
280 $68K
VEA
Vanguard Ftse Developed Market

ETFs
83
+ 1.19%
$56.02 - $60.3 $4.65K - $5K
7.04K $421K
CEG
Constellation Energy Corp

Utilities
73
+ 97.33%
$298.82 - $354.89 $21.8K - $25.9K
148 $48K
VLO
Valero Energy Corp

Energy
125
+ 145.35%
$131.77 - $175.63 $16.5K - $22K
211 $35K
XLE
Energy Sector Spdr

ETFs
245
+ 59.47%
$84.25 - $91.99 $20.6K - $22.5K
657 $58K
NET
Cloudflare, Inc.

Technology
104
+ 693.33%
$181.39 - $228.28 $18.9K - $23.7K
119 $25K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
933
+ 3332.14%
$19.14 - $25.0 $17.9K - $23.3K
961 $23K
RSG
Republic Services, Inc.

Industrials
117
+ 58.21%
$225.33 - $246.01 $26.4K - $28.8K
318 $72K
K
Kellogg CO

Consumer Defensive
276
+ 1452.63%
$76.96 - $82.02 $21.2K - $22.6K
295 $24K
PSX
Phillips 66

Energy
127
+ 39.32%
$118.37 - $139.46 $15K - $17.7K
450 $61K
WDAY
Workday, Inc.

Technology
96
+ 55.49%
$213.69 - $247.69 $20.5K - $23.8K
269 $64K
O
Realty Income Corp

Real Estate
332
+ 54.7%
$56.13 - $60.79 $18.6K - $20.2K
939 $57K
PNC
Pnc Financial Services Group, Inc.

Financial Services
92
+ 43.4%
$185.88 - $207.44 $17.1K - $19.1K
304 $61K
TRV
Travelers Companies, Inc.

Financial Services
70
+ 40.94%
$250.62 - $279.43 $17.5K - $19.6K
241 $67K
TMUS
T Mobile Us, Inc.

Communication Services
90
+ 2250.0%
$226.02 - $259.01 $20.3K - $23.3K
94 $22K
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.07%
$77.6 - $87.37 $233 - $262
4.59K $385K
MNST
Monster Beverage Corp

Consumer Defensive
315
+ 508.06%
$58.65 - $67.31 $18.5K - $21.2K
377 $25K
NOC
Northrop Grumman Corp

Industrials
32
+ 200.0%
$498.9 - $609.32 $16K - $19.5K
48 $29K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
59
+ 38.06%
$301.44 - $365.84 $17.8K - $21.6K
214 $69K
WBD
Warner Bros. Discovery, Inc.

Communication Services
847
+ 152.06%
$10.78 - $19.82 $9.13K - $16.8K
1.4K $27K
NEM
Newmont Corp

Basic Materials
236
+ 327.78%
$57.35 - $85.25 $13.5K - $20.1K
308 $25K
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
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