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
MCK
Mckesson Corp

Healthcare
25
+ 56.82%
$659.01 - $772.54 $16.5K - $19.3K
69 $53K
TFC
Truist Financial Corp

Financial Services
376
+ 27.79%
$42.83 - $47.07 $16.1K - $17.7K
1.73K $79K
DDOG
Datadog, Inc.

Technology
145
+ 315.22%
$124.52 - $155.15 $18.1K - $22.5K
191 $27K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
388
+ 40.8%
$48.5 - $50.19 $18.8K - $19.5K
1.34K $67K
DASH
Door Dash, Inc.

Communication Services
71
+ 284.0%
$234.5 - $272.5 $16.6K - $19.3K
96 $26K
WPC
W. P. Carey Inc.

Real Estate
20
+ 0.54%
$61.29 - $68.7 $1.23K - $1.37K
3.7K $249K
MET
Metlife Inc

Financial Services
230
+ 53.99%
$73.82 - $82.37 $17K - $18.9K
656 $54K
WDC
Western Digital Corp

Technology
11
+ 3.38%
$63.84 - $120.06 $702 - $1.32K
336 $40K
SPG
Simon Property Group Inc

Real Estate
105
+ 1500.0%
$159.93 - $187.67 $16.8K - $19.7K
112 $21K
STX
Seagate Technology Holdings PLC

Technology
45
+ 43.69%
$142.01 - $236.06 $6.39K - $10.6K
148 $34K
ROP
Roper Technologies Inc

Industrials
39
+ 975.0%
$495.03 - $573.0 $19.3K - $22.3K
43 $21K
YUM
Yum Brands Inc

Consumer Cyclical
108
+ 19.12%
$139.5 - $153.94 $15.1K - $16.6K
673 $102K
CGNX
Cognex Corp

Technology
411
+ 1245.45%
$31.85 - $46.54 $13.1K - $19.1K
444 $20K
IAU
Ishares Gold Trust

ETFs
62
+ 4.49%
$61.62 - $72.77 $3.82K - $4.51K
1.44K $105K
RBLX
Roblox Corp

Communication Services
122
+ 321.05%
$100.65 - $141.56 $12.3K - $17.3K
160 $22K
F
Ford Motor CO

Consumer Cyclical
861
+ 10.46%
$10.82 - $12.09 $9.32K - $10.4K
9.1K $108K
ELV
Elevance Health, Inc.

Healthcare
63
+ 331.58%
$274.66 - $395.76 $17.3K - $24.9K
82 $26K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
89
+ 7.55%
$79.39 - $90.39 $7.07K - $8.04K
1.27K $112K
DD
Du Pont De Nemours, Inc.

Basic Materials
212
+ 220.83%
$69.9 - $78.26 $14.8K - $16.6K
308 $23K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.32%
$214.92 - $244.84 $430 - $490
620 $150K
DXCM
Dexcom Inc

Healthcare
239
+ 1086.36%
$66.46 - $89.53 $15.9K - $21.4K
261 $17K
LMT
Lockheed Martin Corp

Industrials
29
+ 61.7%
$410.74 - $499.21 $11.9K - $14.5K
76 $37K
WST
West Pharmaceutical Services Inc

Healthcare
59
+ 1966.67%
$210.08 - $279.1 $12.4K - $16.5K
62 $16K
BK
Bank Of New York Mellon Corp

Financial Services
144
+ 685.71%
$90.65 - $109.75 $13.1K - $15.8K
165 $17K
HPE
Hewlett Packard Enterprise CO

Technology
283
+ 12.69%
$19.81 - $25.24 $5.61K - $7.14K
2.51K $61K
VRT
Vertiv Holdings CO

Industrials
188
+ 250.67%
N/A
263 $22K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
548
+ 8.05%
$59.29 - $62.87 $32.5K - $34.5K
7.35K $441K
WMB
Williams Companies, Inc.

Energy
225
+ 16.23%
$56.52 - $64.01 $12.7K - $14.4K
1.61K $102K
PFE
Pfizer Inc

Healthcare
121
+ 1.35%
$23.29 - $25.88 $2.82K - $3.13K
9.11K $232K
PAYX
Paychex Inc

Industrials
124
+ 775.0%
$126.69 - $147.99 $15.7K - $18.4K
140 $17K
CBRE
Cbre Group, Inc.

Real Estate
60
+ 17.44%
$137.04 - $165.9 $8.22K - $9.95K
404 $63K
SYF
Synchrony Financial

Financial Services
129
+ 11.34%
$67.53 - $76.86 $8.71K - $9.91K
1.27K $90K
GLW
Corning Inc

Technology
159
+ 283.93%
$51.6 - $82.03 $8.2K - $13K
215 $17K
BRO
Brown & Brown, Inc.

Financial Services
155
+ 2583.33%
$90.88 - $108.93 $14.1K - $16.9K
161 $15K
JCI
Johnson Controls International PLC

Industrials
123
+ 62.76%
$103.24 - $111.73 $12.7K - $13.7K
319 $35K
VRSK
Verisk Analytics, Inc.

Industrials
61
+ 871.43%
$242.3 - $312.95 $14.8K - $19.1K
68 $17K
EQIX
Equinix Inc

Real Estate
18
+ 200.0%
$756.7 - $811.13 $13.6K - $14.6K
27 $21K
GM
General Motors CO

Consumer Cyclical
187
+ 93.5%
$48.89 - $61.24 $9.14K - $11.5K
387 $23K
RMD
Resmed Inc

Healthcare
52
+ 520.0%
$252.01 - $293.73 $13.1K - $15.3K
62 $16K
ROK
Rockwell Automation, Inc

Industrials
41
+ 585.71%
$328.67 - $358.52 $13.5K - $14.7K
48 $16K
HAL
Halliburton CO

Energy
496
+ 131.22%
$20.5 - $25.11 $10.2K - $12.5K
874 $21K
EXC
Exelon Corp

Utilities
299
+ 150.25%
$42.73 - $45.54 $12.8K - $13.6K
498 $22K
CBOE
Cboe Global Markets, Inc.

Financial Services
55
+ 70.51%
$231.35 - $253.24 $12.7K - $13.9K
133 $32K
SRE
Sempra Energy

Utilities
152
+ 330.43%
$74.14 - $89.98 $11.3K - $13.7K
198 $17K
WFG
West Fraser Timber Co., LTD

Basic Materials
238
+ 75.8%
$66.7 - $77.96 $15.9K - $18.6K
552 $37K
MMM
3 M CO

Industrials
59
+ 4.08%
$144.41 - $160.2 $8.52K - $9.45K
1.51K $233K
WRB
Berkley W R Corp

Financial Services
150
+ 40.21%
$67.78 - $76.62 $10.2K - $11.5K
523 $40K
ETR
Entergy Corp

Utilities
115
+ 56.93%
$80.93 - $93.55 $9.31K - $10.8K
317 $29K
HIG
Hartford Financial Services Group, Inc.

Financial Services
99
+ 2475.0%
$119.73 - $134.7 $11.9K - $13.3K
103 $13K
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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