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
WFG
West Fraser Timber Co., LTD

Basic Materials
314
New
$84.65 - $101.14 $26.6K - $31.8K
314 $27K
ROM
Proshares Ultra Technology

ETFs
400
New
$63.86 - $75.32 $25.5K - $30.1K
400 $27K
FCX
Freeport Mcmoran Inc

Basic Materials
735
New
$38.08 - $50.82 $28K - $37.4K
735 $27K
AMP
Ameriprise Financial Inc

Financial Services
51
New
$473.15 - $574.01 $24.1K - $29.3K
51 $27K
WSO
Watsco Inc

Industrials
56
New
$466.57 - $568.78 $26.1K - $31.9K
56 $26K
FC
Franklin Covey CO

Industrials
704
New
$35.29 - $44.09 $24.8K - $31K
704 $26K
HLN
Haleon PLC

Healthcare
2.75K
New
$9.23 - $10.71 $25.3K - $29.4K
2.75K $26K
CNHI
Cnh Industrial N.V.

Industrials
2.4K
New
N/A
2.4K $25K
BWX
Spdr Bloomberg International T

ETFs
1.2K
New
$21.39 - $23.3 $25.6K - $27.9K
1.2K $25K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
665
New
$38.37 - $42.82 $25.5K - $28.5K
665 $25K
EEMA
Ishares Msci Emerging Markets

ETFs
360
New
$71.65 - $82.07 $25.8K - $29.5K
360 $25K
MAS
Masco Corp

Industrials
351
New
$72.52 - $85.73 $25.5K - $30.1K
351 $25K
ALB
Albemarle Corp

Basic Materials
296
New
$86.08 - $111.3 $25.5K - $32.9K
296 $25K
MEAR
Blackrock Short Maturity Munic

ETFs
484
New
$49.94 - $50.28 $24.2K - $24.3K
484 $24K
MDLZ
Mondelez International, Inc.

Consumer Defensive
415
New
$59.25 - $72.99 $24.6K - $30.3K
415 $24K
DPZ
Dominos Pizza Inc

Consumer Cyclical
59
New
$408.59 - $476.19 $24.1K - $28.1K
59 $24K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
584
New
$41.09 - $45.94 $24K - $26.8K
584 $24K
DOW
Dow Inc.

Basic Materials
611
New
$39.1 - $55.34 $23.9K - $33.8K
611 $24K
KMPR
Kemper Corp

Financial Services
367
New
$59.0 - $72.1 $21.7K - $26.5K
367 $24K
GD
General Dynamics Corp

Industrials
93
New
$260.28 - $314.03 $24.2K - $29.2K
93 $24K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
386
New
$55.73 - $66.16 $21.5K - $25.5K
386 $23K
HPQ
Hp Inc

Technology
722
New
$32.46 - $39.3 $23.4K - $28.4K
722 $23K
VICI
Vici Properties Inc.

Real Estate
819
New
$28.27 - $33.19 $23.2K - $27.2K
819 $23K
GLOB
Globant S.A.

Technology
110
New
$193.45 - $236.83 $21.3K - $26.1K
110 $23K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
266
New
N/A
266 $22K
RACE
Ferrari N.V.

Consumer Cyclical
53
New
$422.83 - $490.34 $22.4K - $26K
53 $22K
ACN
Accenture PLC

Technology
63
New
$343.9 - $376.86 $21.7K - $23.7K
63 $22K
MSCI
Msci Inc.

Financial Services
37
New
$569.09 - $635.99 $21.1K - $23.5K
37 $22K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
169
New
$134.53 - $150.65 $22.7K - $25.5K
169 $22K
AWI
Armstrong World Industries Inc

Industrials
156
New
$133.26 - $162.01 $20.8K - $25.3K
156 $22K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
477
New
$38.7 - $51.36 $18.5K - $24.5K
477 $22K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
586
New
$37.97 - $38.95 $22.3K - $22.8K
586 $22K
HYG
Ishares Tr

ETFs
280
New
$78.09 - $80.04 $21.9K - $22.4K
280 $22K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
645
New
$33.77 - $44.09 $21.8K - $28.4K
645 $21K
WRB
Berkley W R Corp

Financial Services
373
New
$56.48 - $64.94 $21.1K - $24.2K
373 $21K
TT
Trane Technologies PLC

Industrials
57
New
$369.35 - $419.14 $21.1K - $23.9K
57 $21K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
400
New
$50.52 - $56.61 $20.2K - $22.6K
400 $21K
VCTR
Victory Capital Holdings, Inc.

Financial Services
329
New
$54.76 - $72.24 $18K - $23.8K
329 $21K
UPS
United Parcel Service Inc

Industrials
168
New
$122.65 - $138.35 $20.6K - $23.2K
168 $21K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
88
New
$225.16 - $265.16 $19.8K - $23.3K
88 $21K
PRI
Primerica, Inc.

Financial Services
80
New
$265.71 - $304.93 $21.3K - $24.4K
80 $21K
RLI
Rli Corp

Financial Services
133
New
$151.91 - $180.89 $20.2K - $24.1K
133 $21K
CW
Curtiss Wright Corp

Industrials
60
New
$335.08 - $389.49 $20.1K - $23.4K
60 $21K
RELX
Relx PLC

Communication Services
470
New
$44.45 - $48.63 $20.9K - $22.9K
470 $21K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
84
New
$238.25 - $261.28 $20K - $21.9K
84 $20K
DSI
Ishares Msci Kld 400 Social Et

ETFs
183
New
$107.41 - $115.71 $19.7K - $21.2K
183 $20K
INDA
Ishares Msci India Index Fund

ETFs
388
New
$52.64 - $58.16 $20.4K - $22.6K
388 $20K
VT
Vanguard Total World Stk Index

ETFs
172
New
$117.09 - $123.07 $20.1K - $21.2K
172 $20K
TDG
Trans Digm Group Inc

Industrials
16
New
$1239.0 - $1442.53 $19.8K - $23.1K
16 $20K
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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