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
IGV
Ishares Expanded Tech Software

ETFs
491
New
$87.5 - $110.17 $43K - $54.1K
491 $49K
FNDX
Schwab Fundamental U S Large C

ETFs
2.08K
New
$23.49 - $71.77 $48.8K - $149K
2.08K $49K
FNV
Franco Nevada Corp

Basic Materials
418
New
$113.26 - $137.22 $47.3K - $57.4K
418 $49K
IWV
Ishares Russell 3000 ETF

ETFs
145
New
$323.08 - $349.08 $46.8K - $50.6K
145 $48K
ADI
Analog Devices Inc

Technology
226
New
$206.35 - $236.48 $46.6K - $53.4K
226 $48K
KNSL
Kinsale Capital Group, Inc.

Financial Services
105
New
$424.05 - $524.22 $44.5K - $55K
105 $48K
ISCG
Ishares Morningstar Small Cap

ETFs
985
New
$48.22 - $54.03 $47.5K - $53.2K
985 $48K
ITB
Ishares Tr

ETFs
463
New
$103.31 - $129.34 $47.8K - $59.9K
463 $47K
CPB
Campbell Soup CO

Consumer Defensive
1.12K
New
$41.42 - $48.71 $46.6K - $54.8K
1.12K $47K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.1K
New
$42.41 - $47.31 $46.7K - $52.1K
1.1K $47K
FNDF
Schwab Fundamental Intl Large

ETFs
1.36K
New
$32.92 - $37.15 $44.8K - $50.5K
1.36K $45K
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.06K
New
$41.8 - $43.67 $44.1K - $46.1K
1.06K $45K
BND
Vanguard Bd Index Fd Inc Total

ETFs
639
New
$71.75 - $75.11 $45.8K - $48K
639 $45K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.72K
New
$26.16 - $29.13 $45K - $50.1K
1.72K $45K
VVV
Valvoline Inc

Energy
1.26K
New
$36.18 - $43.41 $45.7K - $54.9K
1.26K $45K
FDX
Fedex Corp

Industrials
162
New
$260.5 - $305.15 $42.2K - $49.4K
162 $45K
HPE
Hewlett Packard Enterprise CO

Technology
2.14K
New
$19.31 - $23.95 $41.3K - $51.2K
2.14K $45K
CNI
Canadian National Railway CO

Industrials
443
New
$100.62 - $117.12 $44.6K - $51.9K
443 $44K
MFC
Manulife Financial Corp

Financial Services
1.45K
New
$29.21 - $32.87 $42.2K - $47.5K
1.45K $44K
ACWI
Ishares Msci Acwi ETF

ETFs
373
New
$117.05 - $123.03 $43.7K - $45.9K
373 $43K
AEM
Agnico Eagle Mines LTD

Basic Materials
559
New
$75.99 - $88.85 $42.5K - $49.7K
559 $43K
CDNS
Cadence Design Systems Inc

Technology
144
New
$249.1 - $324.54 $35.9K - $46.7K
144 $43K
IDXX
Idexx Laboratories Inc

Healthcare
104
New
$406.92 - $495.42 $42.3K - $51.5K
104 $42K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
717
New
$57.96 - $64.2 $41.6K - $46K
717 $41K
ALL
Allstate Corp

Financial Services
215
New
$181.25 - $208.2 $39K - $44.8K
215 $41K
RSG
Republic Services, Inc.

Industrials
204
New
$198.0 - $218.75 $40.4K - $44.6K
204 $41K
VDE
Vanguard Energy ETF

ETFs
345
New
$116.67 - $136.78 $40.3K - $47.2K
345 $41K
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
1.93K
New
$21.28 - $21.83 $41K - $42.1K
1.93K $41K
IYG
Ishares Tr

ETFs
527
New
$70.24 - $82.34 $37K - $43.4K
527 $41K
KIM
Kimco Realty Corp

Real Estate
1.74K
New
$22.75 - $25.78 $39.6K - $44.9K
1.74K $40K
TRU
Trans Union

Industrials
436
New
$92.71 - $108.67 $40.4K - $47.4K
436 $40K
SCCO
Southern Copper Corp

Basic Materials
442
New
$91.13 - $117.95 $40.3K - $52.1K
442 $40K
PNC
Pnc Financial Services Group, Inc.

Financial Services
207
New
$178.39 - $215.0 $36.9K - $44.5K
207 $39K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
844
New
$41.88 - $50.49 $35.3K - $42.6K
844 $39K
TRV
Travelers Companies, Inc.

Financial Services
163
New
$225.97 - $266.66 $36.8K - $43.5K
163 $39K
VCR
Vanguard Consumer Discretionar

ETFs
104
New
$328.51 - $401.37 $34.2K - $41.7K
104 $39K
SAP
Sap Se

Technology
156
New
$218.13 - $255.54 $34K - $39.9K
156 $38K
EPAM
Epam Systems, Inc.

Technology
210
New
N/A
210 $38K
SHV
Ishares Tr

ETFs
354
New
$109.92 - $110.57 $38.9K - $39.1K
354 $38K
OWL
Blue Owl Capital Inc.

Financial Services
1.66K
New
$19.51 - $24.81 $32.4K - $41.2K
1.66K $38K
XJR
Ishares Tresg Screened S&P Sma

ETFs
947
New
$40.62 - $45.4 $38.5K - $43K
947 $38K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
52
New
$701.85 - $1046.91 $36.5K - $54.4K
52 $37K
WY
Weyerhaeuser CO

Real Estate
1.32K
New
$27.21 - $33.7 $36K - $44.6K
1.32K $37K
MCO
Moodys Corp

Financial Services
80
New
$454.04 - $500.88 $36.3K - $40.1K
80 $37K
UPRO
Proshares Trust Proshares Ultr

ETFs
422
New
$82.66 - $99.48 $34.9K - $42K
422 $37K
ASH
Ashland Global Holdings Inc

Basic Materials
510
New
$70.93 - $87.79 $36.2K - $44.8K
510 $36K
DE
Deere & CO

Industrials
86
New
$389.45 - $466.0 $33.5K - $40.1K
86 $36K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
482
New
$74.5 - $78.37 $35.9K - $37.8K
482 $36K
MS
Morgan Stanley

Financial Services
293
New
$104.42 - $134.99 $30.6K - $39.6K
293 $36K
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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