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
VBR
Vanguard Small Cap Value ETF

ETFs
-69
- 1.26%
$197.36 - $217.3 $13.6K - $15K
5.4K $1.07M
PFE
Pfizer Inc

Healthcare
-251
- 2.81%
$24.8 - $30.19 $6.22K - $7.58K
8.68K $230K
SBUX
Starbucks Corp

Consumer Cyclical
-88
- 3.04%
$87.44 - $102.5 $7.69K - $9.02K
2.81K $255K
SPGI
S&P Global Inc.

Financial Services
-33
- 6.93%
$480.36 - $529.17 $15.9K - $17.5K
443 $220K
EA
Electronic Arts Inc.

Communication Services
-195
- 13.54%
$140.69 - $167.97 $27.4K - $32.8K
1.25K $182K
XOM
Exxon Mobil Corp

Energy
-50
- 2.63%
$105.51 - $125.37 $5.28K - $6.27K
1.85K $198K
CPRT
Copart Inc

Consumer Cyclical
-766
- 17.08%
$51.36 - $63.8 $39.3K - $48.9K
3.72K $213K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-117
- 1.61%
$30.48 - $34.2 $3.57K - $4K
7.13K $217K
SYLD
Cambria Shareholder Yld ETF

ETFs
-10
- 0.21%
$68.06 - $76.27 $681 - $763
4.86K $332K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-163
- 3.83%
$128.97 - $141.41 $21K - $23K
4.1K $535K
DAL
Delta Air Lines, Inc.

Industrials
-1.12K
- 22.32%
$47.46 - $65.77 $53.3K - $73.9K
3.91K $236K
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.09%
$385.02 - $431.37 $385 - $431
1.1K $427K
COP
Conocophillips

Energy
-6
- 0.2%
$95.12 - $114.72 $571 - $688
2.94K $291K
META
Meta Platforms, Inc.

Communication Services
-53
- 3.79%
$554.08 - $632.68 $29.4K - $33.5K
1.35K $794K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-732
- 2.17%
$124.61 - $133.96 $91.2K - $98.1K
33K $4.26M
VV
Vanguard Large Cap ETF

ETFs
-110
- 2.77%
$260.27 - $280.65 $28.6K - $30.9K
3.86K $1.04M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-142
- 3.57%
$100.18 - $109.1 $14.2K - $15.5K
3.84K $402K
APH
Amphenol Corp

Technology
-203
- 6.44%
$62.07 - $75.35 $12.6K - $15.3K
2.95K $204K
AVGE
American Centy ETF Tr Avantis
-1.23K
- 11.82%
N/A
9.18K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-680
- 1.98%
N/A
33.7K $0
MA
Mastercard Inc

Financial Services
-93
- 5.66%
$491.3 - $536.15 $45.7K - $49.9K
1.55K $816K
BAC
Bank Of America Corp

Financial Services
-604
- 7.98%
$39.22 - $47.77 $23.7K - $28.9K
6.97K $306K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 12.64%
$4100.99 - $5300.34 $45.1K - $58.3K
76 $377K
DIS
Walt Disney CO

Communication Services
-126
- 4.83%
$92.39 - $117.6 $11.6K - $14.8K
2.48K $276K
AXP
American Express CO

Financial Services
-21
- 1.46%
$267.35 - $305.57 $5.61K - $6.42K
1.41K $419K
TDY
Teledyne Technologies Inc

Technology
-32
- 1.76%
$436.59 - $489.24 $14K - $15.7K
1.78K $827K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.06K
- 4.31%
$148.14 - $166.23 $305K - $342K
45.7K $7.29M
V
Visa Inc.

Financial Services
-36
- 1.89%
$273.87 - $320.91 $9.86K - $11.6K
1.87K $590K
SNFCA
Security National Financial Corp

Financial Services
-1.54K
- 4.78%
$9.12 - $13.42 $14.1K - $20.7K
30.8K $369K
GOOG
Alphabet Inc.

Communication Services
-98
- 2.22%
$163.08 - $198.16 $16K - $19.4K
4.32K $823K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-26
- 0.56%
$481.22 - $538.17 $12.5K - $14K
4.62K $2.36M
WMT
Walmart Inc.

Consumer Defensive
-55
- 0.48%
$79.1 - $95.7 $4.35K - $5.26K
11.3K $1.02M
NOW
Service Now, Inc.

Technology
-47
- 3.99%
$867.18 - $1148.42 $40.8K - $54K
1.13K $1.2M
GOOGL
Alphabet Inc.

Communication Services
-45
- 0.64%
$161.86 - $196.66 $7.28K - $8.85K
6.95K $1.32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-6.24K
- 1.68%
$49.03 - $53.35 $306K - $333K
366K $18.8M
NVDA
Nvidia Corp

Technology
-772
- 1.75%
$117.0 - $148.88 $90.3K - $115K
43.5K $5.84M
AMZN
Amazon Com Inc

Consumer Cyclical
-14
- 0.1%
$180.88 - $232.93 $2.53K - $3.26K
14.6K $3.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.46K
- 2.49%
$94.43 - $105.47 $516K - $576K
214K $21.7M
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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