Uma Financial Services, Inc. New Holdings in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
60.4K
New
$89.97 - $98.59 $5.43M - $5.95M
60.4K $5.74M
GLDM
World Gold Trust

ETFs
40K
New
$50.76 - $55.23 $2.03M - $2.21M
40K $2.08M
CI
Cigna Corp

Healthcare
2.64K
New
$265.59 - $358.58 $702K - $948K
2.64K $730K
VTI
Vanguard Total Stock Market Et

ETFs
2.14K
New
$280.04 - $302.45 $599K - $647K
2.14K $620K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.72K
New
$77.86 - $79.27 $368K - $374K
4.72K $368K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.4K
New
$22.72 - $23.0 $328K - $332K
14.4K $329K
KMI
Kinder Morgan, Inc.

Energy
7.59K
New
$22.59 - $28.54 $172K - $217K
7.59K $208K
BA
Boeing CO

Industrials
1.16K
New
$138.14 - $180.72 $160K - $209K
1.16K $204K
HWM
Howmet Aerospace Inc.

Industrials
1.87K
New
$99.72 - $120.09 $186K - $225K
1.87K $204K
INTU
Intuit Inc

Technology
323
New
$602.01 - $706.25 $194K - $228K
323 $203K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.05K
New
$170.03 - $192.78 $178K - $202K
1.05K $193K
TRP
Tc Energy Corp

Energy
4.05K
New
$44.03 - $50.23 $178K - $203K
4.05K $188K
CSCO
Cisco Systems, Inc.

Technology
3.06K
New
$52.45 - $60.02 $161K - $184K
3.06K $181K
MMM
3 M CO

Industrials
1.39K
New
$124.74 - $137.12 $173K - $190K
1.39K $178K
NFLX
Netflix Inc

Communication Services
198
New
$687.65 - $936.56 $136K - $185K
198 $176K
VGIT
Vanguard Intermediate Term Tre

ETFs
3K
New
$57.78 - $60.4 $173K - $181K
3K $174K
SKYW
Skywest Inc

Industrials
1.7K
New
$83.51 - $115.11 $142K - $195K
1.7K $170K
PAA
Plains All American Pipeline LP

Energy
9.55K
New
$16.27 - $18.67 $155K - $178K
9.55K $163K
T
At&T Inc.

Communication Services
7.06K
New
$21.22 - $23.88 $150K - $169K
7.06K $160K
HON
Honeywell International Inc

Industrials
708
New
$202.84 - $236.0 $144K - $167K
708 $159K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.6K
New
$44.04 - $49.49 $158K - $178K
3.6K $158K
DVY
Ishares Tr

ETFs
1.2K
New
$129.55 - $143.41 $155K - $172K
1.2K $157K
EQR
Equity Residential

Real Estate
2.12K
New
$69.12 - $77.48 $147K - $164K
2.12K $152K
BX
Blackstone Inc.

Financial Services
882
New
$148.45 - $199.05 $131K - $176K
882 $152K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.86K
New
$25.74 - $53.78 $151K - $315K
5.86K $151K
ASML
Asml Holding Nv

Technology
217
New
$658.43 - $872.27 $143K - $189K
217 $150K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.17K
New
$121.89 - $135.52 $143K - $159K
1.17K $146K
DUK
Duke Energy Corp

Utilities
1.35K
New
$105.76 - $120.76 $142K - $163K
1.35K $145K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.8K
New
$25.0 - $25.11 $145K - $146K
5.8K $145K
GE
General Electric CO

Industrials
864
New
$159.95 - $194.23 $138K - $168K
864 $144K
MDT
Medtronic PLC

Healthcare
1.8K
New
$79.61 - $92.24 $143K - $166K
1.8K $143K
CRM
Salesforce, Inc.

Technology
423
New
$270.87 - $367.87 $115K - $156K
423 $141K
NVS
Novartis Ag

Healthcare
1.44K
New
$96.78 - $117.18 $139K - $169K
1.44K $140K
HSIC
Henry Schein Inc

Healthcare
2K
New
$66.54 - $77.66 $133K - $155K
2K $138K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.45K
New
$25.15 - $27.57 $137K - $150K
5.45K $137K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.85K
New
$23.25 - $23.37 $136K - $137K
5.85K $136K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.23K
New
$21.81 - $22.48 $136K - $140K
6.23K $136K
IWM
Ishares Russell 2000 ETF

ETFs
615
New
$216.13 - $242.4 $133K - $149K
615 $135K
SHW
Sherwin Williams CO

Basic Materials
399
New
$338.75 - $399.71 $135K - $159K
399 $135K
SHOP
Shopify Inc.

Technology
1.23K
New
$78.14 - $119.49 $96.3K - $147K
1.23K $131K
KMB
Kimberly Clark Corp

Consumer Defensive
987
New
$130.37 - $146.09 $129K - $144K
987 $129K
RSP
Invesco S&P 500 Equal Weight E

ETFs
730
New
$174.22 - $187.62 $127K - $137K
730 $127K
EME
Emcor Group, Inc.

Industrials
277
New
$427.96 - $526.95 $119K - $146K
277 $125K
IYR
Ishares Tr

ETFs
1.35K
New
$90.74 - $102.87 $122K - $139K
1.35K $125K
PSA
Public Storage

Real Estate
418
New
$289.33 - $360.21 $121K - $151K
418 $125K
VOE
Vanguard Mid Cap Value Index F

ETFs
769
New
$160.89 - $176.18 $124K - $135K
769 $124K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.43K
New
$77.25 - $91.3 $111K - $131K
1.43K $122K
SSO
Proshares Ultra S&P 500

ETFs
1.33K
New
$87.92 - $99.73 $117K - $132K
1.33K $122K
AZO
Autozone Inc

Consumer Cyclical
38
New
$2981.19 - $3370.27 $113K - $128K
38 $121K
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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