Uma Financial Services, Inc. Reduced Holdings in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-6.92K
- 4.49%
$70.06 - $77.43 $485K - $536K
147K $10.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-21.3K
- 8.34%
$44.87 - $46.86 $956K - $998K
234K $10.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.53K
- 20.39%
$22.01 - $66.82 $99.7K - $303K
17.7K $401K
IXUS
Ishares Tr

ETFs
-4K
- 3.68%
$65.95 - $72.56 $264K - $290K
105K $6.92M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10.3K
- 6.62%
$124.26 - $134.12 $1.27M - $1.37M
145K $18.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5.15K
- 11.28%
$70.1 - $76.53 $361K - $394K
40.5K $2.87M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-4.54K
- 2.36%
$26.61 - $29.85 $121K - $136K
188K $5.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.25K
- 9.22%
$113.92 - $127.38 $370K - $414K
32K $3.69M
HQY
Healthequity, Inc.

Healthcare
-14.3K
- 21.07%
$78.18 - $104.65 $1.12M - $1.5M
53.5K $5.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.49K
- 2.52%
$570.51 - $610.59 $1.99M - $2.13M
135K $79.5M
EEMV
Ishares Msci Emerging Markets

ETFs
-3.41K
- 10.54%
$57.85 - $63.11 $197K - $215K
29K $1.68M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6.23K
- 58.33%
$47.65 - $48.6 $297K - $303K
4.45K $212K
AMD
Advanced Micro Devices Inc

Technology
-916
- 22.26%
$118.88 - $172.8 $109K - $158K
3.2K $386K
MUB
Ishares National Muni Bond ETF

ETFs
-1.81K
- 18.08%
$105.78 - $108.7 $192K - $197K
8.22K $875K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.41K
- 7.83%
$60.13 - $67.31 $84.7K - $94.8K
16.6K $1.01M
DGRO
Ishares Core Dividend Growth E

ETFs
-584
- 0.46%
$60.73 - $64.94 $35.5K - $37.9K
126K $7.71M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-3.29K
- 87.11%
$62.07 - $66.61 $204K - $219K
487 $31K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.71K
- 42.04%
$41.17 - $43.34 $153K - $161K
5.12K $211K
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.02K
- 23.44%
$48.45 - $52.57 $146K - $159K
9.85K $489K
EXPD
Expeditors International Of Washington Inc

Industrials
-916
- 47.41%
$110.5 - $128.26 $101K - $117K
1.02K $112K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-735
- 7.06%
$75.1 - $82.99 $55.2K - $61K
9.67K $731K
TNA
Direxion Daily Small Cap Bull

ETFs
-750
- 1.73%
$41.4 - $56.28 $31.1K - $42.2K
42.6K $1.78M
PEP
Pepsico Inc

Consumer Defensive
-66
- 0.93%
$151.29 - $176.1 $9.99K - $11.6K
7.02K $1.07M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.37K
- 33.35%
$64.62 - $71.43 $88.8K - $98.1K
2.75K $177K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.85K
- 3.1%
$33.92 - $36.6 $165K - $178K
152K $5.25M
JNJ
Johnson & Johnson

Healthcare
-341
- 9.33%
$143.34 - $165.86 $48.9K - $56.6K
3.32K $479K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.09K
- 4.58%
$33.39 - $37.66 $36.4K - $41.1K
22.7K $759K
AZN
Astrazeneca PLC

Healthcare
-875
- 28.51%
$63.2 - $79.58 $55.3K - $69.6K
2.19K $143K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.63K
- 2.08%
$63.58 - $71.15 $104K - $116K
76.9K $5.01M
SUB
Ishares Short Term National Mu

ETFs
-761
- 8.3%
$104.94 - $106.2 $79.9K - $80.8K
8.41K $887K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.69K
- 15.92%
$50.37 - $50.63 $85.1K - $85.6K
8.93K $450K
IWC
Russell Micro Cap ETF

ETFs
-1.21K
- 11.51%
$120.3 - $138.84 $145K - $167K
9.27K $1.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-29
- 4.5%
$501.29 - $612.85 $14.5K - $17.8K
616 $320K
IFRA
Ishares Tr

ETFs
-666
- 1.46%
$45.94 - $51.71 $30.6K - $34.4K
44.8K $2.08M
LOW
Lowes Companies Inc

Consumer Cyclical
-142
- 14.06%
$244.52 - $284.07 $34.7K - $40.3K
868 $214K
UNH
Unitedhealth Group Inc

Healthcare
-7
- 1.03%
$485.52 - $625.25 $3.4K - $4.38K
672 $339K
KO
Coca Cola CO

Consumer Defensive
-423
- 14.13%
$61.74 - $71.71 $26.1K - $30.3K
2.57K $160K
ADBE
Adobe Inc.

Technology
-27
- 4.79%
$437.39 - $552.96 $11.8K - $14.9K
537 $238K
VEA
Vanguard Ftse Developed Market

ETFs
-306
- 4.32%
$47.57 - $52.44 $14.6K - $16K
6.79K $324K
IDEV
Ishares Core Msci Intl Develop

ETFs
-288
- 6.13%
$64.18 - $70.42 $18.5K - $20.3K
4.41K $284K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-32
- 6.04%
$396.64 - $516.74 $12.7K - $16.5K
498 $200K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-58
- 0.39%
$88.59 - $94.57 $5.14K - $5.49K
14.8K $1.31M
FISV
Fiserv Inc

Technology
-325
- 23.03%
N/A
1.09K $135K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-102
- 2.52%
$75.65 - $83.47 $7.72K - $8.51K
3.94K $300K
PLD
Prologis, Inc.

Real Estate
-1
- 0.05%
$101.4 - $126.96 $101 - $127
1.89K $199K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-468
- 18.8%
$172.07 - $207.36 $80.5K - $97K
2.02K $399K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-101
- 0.88%
$22.72 - $25.76 $2.29K - $2.6K
11.4K $264K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-402
- 2.49%
$104.59 - $118.05 $42K - $47.5K
15.7K $1.71M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-1.85K
- 15.58%
$10.39 - $11.25 $19.2K - $20.8K
10K $104K
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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