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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
100
New
$70.54 - $79.61 $7.05K - $7.96K
100 $7K
BCE
Bce Inc

Communication Services
305
New
$22.53 - $34.84 $6.87K - $10.6K
305 $7K
IBUY
Amplify ETF Tr Amplify Online

ETFs
120
New
$59.83 - $69.71 $7.18K - $8.37K
120 $7K
POWI
Power Integrations Inc

Technology
118
New
$60.04 - $68.05 $7.08K - $8.03K
118 $7K
ARKG
Ark Genomic Revolution ETF (De

ETFs
333
New
$22.66 - $27.11 $7.55K - $9.03K
333 $7K
AON
Aon PLC

Financial Services
22
New
$344.14 - $393.31 $7.57K - $8.65K
22 $7K
SNOW
Snowflake Inc.

Technology
46
New
$109.65 - $186.51 $5.04K - $8.58K
46 $7K
HDV
Ishares Core High Dividend ETF

ETFs
64
New
$110.82 - $121.28 $7.09K - $7.76K
64 $7K
SNY
Sanofi

Healthcare
161
New
$45.89 - $57.31 $7.39K - $9.23K
161 $7K
VLO
Valero Energy Corp

Energy
60
New
$118.59 - $144.02 $7.12K - $8.64K
60 $7K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
600
New
$12.12 - $13.1 $7.27K - $7.86K
600 $7K
RF
Regions Financial Corp

Financial Services
330
New
$22.45 - $27.47 $7.41K - $9.07K
330 $7K
IXC
Ishares Tr Global Energy ETF

ETFs
206
New
$36.95 - $43.06 $7.61K - $8.87K
206 $7K
TTC
Toro CO

Industrials
96
New
$80.1 - $88.44 $7.69K - $8.49K
96 $7K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
139
New
$56.18 - $67.64 $7.81K - $9.4K
139 $7K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
300
New
$26.01 - $28.19 $7.8K - $8.46K
300 $7K
CRS
Carpenter Technology Corp

Industrials
44
New
$149.5 - $196.14 $6.58K - $8.63K
44 $7K
IX
Orix Corp

Financial Services
58
New
$104.38 - $117.09 $6.05K - $6.79K
58 $6K
SCHO
Schwab Short Term Us Treasury

ETFs
268
New
$24.06 - $48.88 $6.45K - $13.1K
268 $6K
AWK
American Water Works Company, Inc.

Utilities
56
New
$123.83 - $146.07 $6.93K - $8.18K
56 $6K
IP
International Paper CO

Consumer Cyclical
115
New
$46.64 - $59.57 $5.36K - $6.85K
115 $6K
ABEV
Ambev S.A.

Consumer Defensive
3.35K
New
$1.85 - $2.56 $6.2K - $8.58K
3.35K $6K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
106
New
$61.93 - $70.49 $6.56K - $7.47K
106 $6K
QRVO
Qorvo, Inc.

Technology
91
New
$65.6 - $104.58 $5.97K - $9.52K
91 $6K
TECK
Teck Resources LTD

Basic Materials
162
New
$39.99 - $52.38 $6.48K - $8.49K
162 $6K
IYH
Ishares Tr

ETFs
115
New
$57.53 - $65.24 $6.62K - $7.5K
115 $6K
CARR
Carrier Global Corp

Industrials
98
New
$66.69 - $82.65 $6.54K - $8.1K
98 $6K
BBY
Best Buy CO Inc

Consumer Cyclical
75
New
$85.2 - $101.35 $6.39K - $7.6K
75 $6K
PBA
Pembina Pipeline Corp

Energy
170
New
$35.89 - $43.35 $6.1K - $7.37K
170 $6K
ICL
Icl Group Ltd.

Basic Materials
1.3K
New
$3.92 - $5.13 $5.08K - $6.65K
1.3K $6K
IEO
Ishares Tr

ETFs
71
New
$85.22 - $101.77 $6.05K - $7.23K
71 $6K
MKC
Mccormick & CO Inc

Consumer Defensive
78
New
$73.97 - $84.09 $5.77K - $6.56K
78 $5K
ROKU
Roku, Inc

Communication Services
72
New
$64.08 - $84.12 $4.61K - $6.06K
72 $5K
VALE
Vale S.A.

Basic Materials
622
New
$8.74 - $11.78 $5.44K - $7.33K
622 $5K
SNN
Smith & Nephew PLC

Healthcare
229
New
$24.29 - $30.81 $5.56K - $7.06K
229 $5K
SBAC
Sba Communications Corp

Real Estate
27
New
$198.24 - $249.31 $5.35K - $6.73K
27 $5K
UPST
Upstart Holdings, Inc.

Financial Services
90
New
$37.78 - $84.46 $3.4K - $7.6K
90 $5K
TEF
Telefonica S A

Communication Services
1.25K
New
$4.02 - $4.88 $5.04K - $6.12K
1.25K $5K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
236
New
$16.43 - $22.77 $3.88K - $5.37K
236 $5K
LKFN
Lakeland Financial Corp

Financial Services
79
New
$61.39 - $75.85 $4.85K - $5.99K
79 $5K
PSLV
Sprott Physical Silver Trust

Financial Services
589
New
$9.65 - $11.76 $5.68K - $6.93K
589 $5K
LNC
Lincoln National Corp

Financial Services
175
New
$30.46 - $36.84 $5.33K - $6.45K
175 $5K
CVS
Cvs Health Corp

Healthcare
114
New
$43.78 - $67.46 $4.99K - $7.69K
114 $5K
FXU
First Tr Exchange Traded Fd Ut

ETFs
154
New
$37.15 - $41.12 $5.72K - $6.33K
154 $5K
CCL
Carnival Corp

Consumer Cyclical
220
New
$17.34 - $26.8 $3.81K - $5.9K
220 $5K
SQ
Block, Inc.

Technology
70
New
$65.06 - $98.92 $4.55K - $6.92K
70 $5K
CPNG
Coupang, Inc.

Consumer Cyclical
240
New
$21.98 - $26.89 $5.28K - $6.45K
240 $5K
EQIX
Equinix Inc

Real Estate
6
New
$865.69 - $985.0 $5.19K - $5.91K
6 $5K
ESS
Essex Property Trust, Inc.

Real Estate
20
New
N/A
20 $5K
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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