Univest National Bank and Trust
Latest statistics and disclosures from UNIVEST FINANCIAL Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VXUS, SPLG, AAPL, GOOGL, SPAB, and represent 29.65% of UNIVEST FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: MDYG (+$27M), XLK (+$15M), XLE (+$13M), IUSB (+$7.6M), XLV (+$7.6M), XLY, XLP, VNQ, FICO, UVSP.
- Started 8 new stock positions in IWB, DT, DIA, VNQ, IAGG, SCHZ, HYG, IEMG.
- Reduced shares in these 10 stocks: ADBE (-$6.0M), FI (-$5.8M), UNH, SPLG, GOOGL, CRM, POOL, MDLZ, AMT, ACN.
- Sold out of its positions in ADP, BKNG, WTRG, FI, IT, QUAL, LNTH, RPM, MDY, VYM. VONG, VONV.
- UNIVEST FINANCIAL Corp was a net buyer of stock by $53M.
- UNIVEST FINANCIAL Corp has $1.9B in assets under management (AUM), dropping by 5.54%.
- Central Index Key (CIK): 0000102212
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Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 256 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 8.4 | $159M | 2.1M | 75.44 |
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| Spdr Series Trust State Street Spd (SPLG) | 7.3 | $137M | -3% | 1.7M | 80.22 |
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| Apple (AAPL) | 5.4 | $101M | 373k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $83M | -4% | 266k | 313.00 |
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| Spdr Series Trust State Street Spd (SPAB) | 4.2 | $79M | 3.1M | 25.75 |
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| Microsoft Corporation (MSFT) | 4.0 | $75M | 155k | 483.62 |
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| Amazon (AMZN) | 3.0 | $56M | 242k | 230.82 |
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| NVIDIA Corporation (NVDA) | 2.9 | $54M | +4% | 292k | 186.50 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 2.5 | $46M | +19% | 997k | 46.54 |
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| Broadcom (AVGO) | 2.4 | $46M | 133k | 346.10 |
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| Meta Platforms Cl A (META) | 2.2 | $41M | 62k | 660.09 |
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| Eli Lilly & Co. (LLY) | 1.9 | $36M | -2% | 33k | 1074.68 |
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| Spdr Series Trust State Street Spd (MDYG) | 1.6 | $30M | +1102% | 321k | 92.43 |
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| Nextera Energy (NEE) | 1.5 | $29M | 356k | 80.28 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.4 | $26M | +98% | 591k | 44.71 |
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| Micron Technology (MU) | 1.4 | $26M | -8% | 90k | 285.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $25M | 40k | 627.13 |
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| Visa Com Cl A (V) | 1.2 | $23M | 66k | 350.71 |
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| Univest Corp. of PA (UVSP) | 1.1 | $20M | +22% | 618k | 32.74 |
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| Thermo Fisher Scientific (TMO) | 1.1 | $20M | -3% | 34k | 579.45 |
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| S&p Global (SPGI) | 1.0 | $19M | 36k | 522.59 |
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| Blackrock (BLK) | 1.0 | $19M | -2% | 17k | 1070.34 |
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| Costco Wholesale Corporation (COST) | 0.8 | $16M | 19k | 862.32 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $16M | +1338% | 110k | 143.97 |
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| American Express Company (AXP) | 0.8 | $15M | -2% | 41k | 369.95 |
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| Te Connectivity Ord Shs (TEL) | 0.8 | $15M | -2% | 66k | 227.51 |
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| Regeneron Pharmaceuticals (REGN) | 0.8 | $15M | -4% | 19k | 771.87 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $15M | 137k | 107.11 |
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| L3harris Technologies (LHX) | 0.8 | $15M | 49k | 293.57 |
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| TJX Companies (TJX) | 0.8 | $14M | -2% | 93k | 153.61 |
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| Johnson & Johnson (JNJ) | 0.8 | $14M | 69k | 206.95 |
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| Applied Materials (AMAT) | 0.8 | $14M | -7% | 55k | 256.99 |
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| Philip Morris International (PM) | 0.7 | $13M | 82k | 160.40 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.7 | $13M | -4% | 269k | 46.86 |
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| Ss&c Technologies Holding (SSNC) | 0.6 | $12M | 140k | 87.42 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.6 | $12M | +32% | 113k | 106.70 |
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| salesforce (CRM) | 0.6 | $12M | -23% | 46k | 264.91 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $12M | 37k | 322.22 |
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| United Rentals (URI) | 0.6 | $12M | 15k | 809.35 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $12M | 117k | 99.91 |
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| Sherwin-Williams Company (SHW) | 0.6 | $12M | 36k | 324.03 |
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| UnitedHealth (UNH) | 0.6 | $11M | -29% | 34k | 330.11 |
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| FedEx Corporation (FDX) | 0.6 | $11M | -2% | 37k | 288.86 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $10M | -3% | 17k | 605.01 |
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| Vanguard Index Fds Value Etf (VTV) | 0.5 | $10M | +14% | 54k | 190.99 |
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| Spdr Series Trust State Street Spd (BIL) | 0.5 | $10M | 111k | 91.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $9.7M | -6% | 29k | 335.27 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $9.0M | +543% | 58k | 154.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $8.3M | -3% | 27k | 313.81 |
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| Bank of America Corporation (BAC) | 0.4 | $8.2M | 149k | 55.00 |
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| Fair Isaac Corporation (FICO) | 0.4 | $7.9M | +100% | 4.7k | 1690.49 |
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| American Tower Reit (AMT) | 0.4 | $7.8M | -25% | 45k | 175.57 |
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| Arista Networks Com Shs (ANET) | 0.4 | $7.7M | 59k | 131.03 |
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| Synopsys (SNPS) | 0.4 | $6.9M | -23% | 15k | 469.72 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $6.8M | -29% | 126k | 53.83 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $6.4M | +2% | 11k | 570.88 |
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| Home Depot (HD) | 0.3 | $6.3M | -3% | 18k | 344.10 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $6.0M | +399% | 77k | 77.68 |
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| Emcor (EME) | 0.3 | $5.9M | 9.6k | 611.83 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $5.7M | 61k | 94.20 |
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| Ecolab (ECL) | 0.3 | $5.6M | 21k | 262.52 |
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| Intercontinental Exchange (ICE) | 0.3 | $5.5M | 34k | 161.96 |
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| Roper Industries (ROP) | 0.3 | $5.4M | -9% | 12k | 445.13 |
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| Monster Beverage Corp (MNST) | 0.3 | $5.3M | 69k | 76.67 |
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| Uber Technologies (UBER) | 0.3 | $5.2M | +6% | 64k | 81.71 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $5.2M | +2592% | 43k | 119.41 |
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| Casey's General Stores (CASY) | 0.3 | $5.1M | +4% | 9.3k | 552.71 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $5.1M | -3% | 5.8k | 878.96 |
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| Wal-Mart Stores (WMT) | 0.3 | $5.0M | -2% | 45k | 111.41 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $5.0M | -32% | 19k | 268.31 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $4.8M | -2% | 8.5k | 566.36 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $4.8M | 10k | 483.67 |
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| Pool Corporation (POOL) | 0.3 | $4.7M | -39% | 21k | 228.75 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $4.5M | 3.4k | 1329.85 |
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| IDEXX Laboratories (IDXX) | 0.2 | $4.4M | -6% | 6.5k | 676.53 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $4.3M | 36k | 120.34 |
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| Amgen (AMGN) | 0.2 | $4.3M | -2% | 13k | 327.31 |
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| Fortinet (FTNT) | 0.2 | $4.3M | 54k | 79.41 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $4.3M | +27% | 85k | 50.29 |
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| Pepsi (PEP) | 0.2 | $4.3M | -2% | 30k | 143.52 |
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| ExlService Holdings (EXLS) | 0.2 | $4.2M | 99k | 42.44 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $4.2M | -58% | 12k | 349.99 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $4.1M | 6.0k | 681.92 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.1M | NEW | 46k | 88.49 |
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| McDonald's Corporation (MCD) | 0.2 | $4.0M | 13k | 305.63 |
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| Equinix (EQIX) | 0.2 | $3.9M | -16% | 5.1k | 766.13 |
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| Zoetis Cl A (ZTS) | 0.2 | $3.8M | -37% | 30k | 125.82 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.7M | 24k | 154.14 |
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| Spdr Series Trust State Street Spd (JNK) | 0.2 | $3.7M | +8% | 38k | 97.21 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $3.7M | +1582% | 8.9k | 412.77 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $3.6M | +16% | 38k | 95.22 |
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| Cisco Systems (CSCO) | 0.2 | $3.6M | 46k | 77.03 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $3.5M | -7% | 80k | 44.41 |
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| Procter & Gamble Company (PG) | 0.2 | $3.4M | -3% | 24k | 143.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.3M | 6.7k | 487.84 |
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| Union Pacific Corporation (UNP) | 0.2 | $3.2M | -8% | 14k | 231.31 |
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| Servicenow (NOW) | 0.2 | $3.1M | +412% | 20k | 153.19 |
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| Waste Management (WM) | 0.2 | $3.0M | +6% | 14k | 219.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.0M | +12% | 4.3k | 684.94 |
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| Abbott Laboratories (ABT) | 0.2 | $2.9M | 24k | 125.29 |
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| Tesla Motors (TSLA) | 0.2 | $2.9M | -3% | 6.5k | 449.72 |
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| CRH Ord (CRH) | 0.2 | $2.9M | 23k | 124.80 |
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| Darling International (DAR) | 0.2 | $2.8M | -12% | 79k | 36.00 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $2.8M | +5% | 59k | 48.32 |
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| Merck & Co (MRK) | 0.1 | $2.8M | -4% | 26k | 105.26 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.8M | -17% | 6.1k | 453.36 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.7M | -20% | 20k | 135.72 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $2.7M | -14% | 15k | 185.52 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.7M | 41k | 66.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.7M | -3% | 5.4k | 502.65 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $2.6M | +133% | 48k | 54.77 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.6M | 22k | 120.18 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $2.6M | +34% | 29k | 90.97 |
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| Netflix (NFLX) | 0.1 | $2.5M | +852% | 27k | 93.76 |
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| Corning Incorporated (GLW) | 0.1 | $2.5M | -3% | 29k | 87.56 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.5M | +10% | 14k | 177.37 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $2.5M | +72% | 21k | 117.72 |
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| MetLife (MET) | 0.1 | $2.4M | 30k | 78.94 |
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| Caterpillar (CAT) | 0.1 | $2.4M | -3% | 4.1k | 572.87 |
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| Cme (CME) | 0.1 | $2.4M | +3% | 8.7k | 273.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | +32% | 3.8k | 614.24 |
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| Analog Devices (ADI) | 0.1 | $2.3M | +11% | 8.4k | 271.21 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $2.3M | -5% | 10k | 223.23 |
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| ResMed (RMD) | 0.1 | $2.2M | +4% | 9.1k | 240.87 |
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| Intuit (INTU) | 0.1 | $2.2M | 3.3k | 662.42 |
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| Prologis (PLD) | 0.1 | $2.1M | +12% | 17k | 127.66 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $2.1M | +4% | 22k | 94.19 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $2.0M | +17% | 34k | 57.91 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.9M | 26k | 71.41 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.8M | 34k | 53.94 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.6M | +423% | 11k | 155.12 |
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| Abbvie (ABBV) | 0.1 | $1.6M | -4% | 7.2k | 228.49 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.6M | 18k | 89.46 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $1.5M | 9.4k | 163.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754800.00 |
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| Watsco, Incorporated (WSO) | 0.1 | $1.5M | -12% | 4.4k | 336.95 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.5M | 37k | 39.59 |
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| Entergy Corporation (ETR) | 0.1 | $1.4M | -2% | 15k | 92.43 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | -6% | 6.7k | 194.90 |
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 4.5k | 288.72 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $1.3M | 9.2k | 136.07 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | -4% | 8.2k | 152.42 |
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| Snap-on Incorporated (SNA) | 0.1 | $1.2M | +5% | 3.6k | 344.60 |
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| Dynatrace Com New (DT) | 0.1 | $1.2M | NEW | 28k | 43.34 |
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| Wec Energy Group (WEC) | 0.1 | $1.2M | -18% | 12k | 105.46 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | -6% | 12k | 93.61 |
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| Ingredion Incorporated (INGR) | 0.1 | $1.1M | -9% | 10k | 110.26 |
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| Equifax (EFX) | 0.1 | $1.1M | 5.3k | 216.98 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 16k | 69.91 |
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| Fastenal Company (FAST) | 0.1 | $1.1M | -4% | 27k | 40.13 |
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| Constellation Energy (CEG) | 0.1 | $1.1M | 3.0k | 353.27 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.0M | -2% | 3.3k | 318.51 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.0M | 5.2k | 199.68 |
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| Lowe's Companies (LOW) | 0.1 | $1.0M | 4.3k | 241.16 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $983k | +8% | 10k | 96.27 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $972k | +7% | 16k | 62.47 |
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| Kinder Morgan (KMI) | 0.1 | $967k | +3% | 35k | 27.49 |
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| Verizon Communications (VZ) | 0.1 | $948k | +11% | 23k | 40.73 |
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| Ross Stores (ROST) | 0.0 | $942k | 5.2k | 180.14 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $891k | 4.9k | 183.41 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $885k | NEW | 11k | 80.63 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $885k | +9% | 19k | 46.81 |
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| Quanta Services (PWR) | 0.0 | $882k | 2.1k | 422.05 |
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| Ge Aerospace Com New (GE) | 0.0 | $845k | +24% | 2.7k | 308.03 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $796k | -49% | 27k | 29.89 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $774k | 11k | 73.56 |
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| International Business Machines (IBM) | 0.0 | $773k | 2.6k | 296.23 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $761k | 11k | 69.42 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $747k | +105% | 991.00 | 753.78 |
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| Walt Disney Company (DIS) | 0.0 | $746k | -9% | 6.6k | 113.77 |
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| D.R. Horton (DHI) | 0.0 | $742k | -9% | 5.1k | 144.05 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $733k | +92% | 1.5k | 473.30 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $726k | +66% | 9.8k | 74.07 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $726k | +37% | 1.8k | 396.31 |
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| PNC Financial Services (PNC) | 0.0 | $717k | -2% | 3.4k | 208.73 |
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| Cintas Corporation (CTAS) | 0.0 | $710k | -2% | 3.8k | 188.07 |
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| Honeywell International (HON) | 0.0 | $709k | -20% | 3.6k | 195.07 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $694k | +12% | 5.1k | 136.94 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $694k | 6.1k | 113.93 |
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| PPL Corporation (PPL) | 0.0 | $690k | -2% | 20k | 35.02 |
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| Stryker Corporation (SYK) | 0.0 | $653k | -6% | 1.9k | 351.48 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $652k | 4.4k | 148.69 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $650k | +26% | 5.2k | 125.92 |
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| WSFS Financial Corporation (WSFS) | 0.0 | $642k | 12k | 55.24 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $639k | -2% | 11k | 58.73 |
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| Linde SHS (LIN) | 0.0 | $627k | -4% | 1.5k | 426.39 |
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| Altria (MO) | 0.0 | $597k | 10k | 57.66 |
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| O'reilly Automotive (ORLY) | 0.0 | $574k | -5% | 6.3k | 91.21 |
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| Capital One Financial (COF) | 0.0 | $573k | 2.4k | 242.36 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $559k | -5% | 2.6k | 211.81 |
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| Starbucks Corporation (SBUX) | 0.0 | $559k | -21% | 6.6k | 84.21 |
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| Cardinal Health (CAH) | 0.0 | $556k | 2.7k | 205.50 |
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| Wells Fargo & Company (WFC) | 0.0 | $532k | 5.7k | 93.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $528k | +35% | 2.0k | 257.98 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $521k | 1.6k | 322.99 |
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| McKesson Corporation (MCK) | 0.0 | $500k | 610.00 | 820.29 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $497k | 5.9k | 84.65 |
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| Hershey Company (HSY) | 0.0 | $495k | -28% | 2.7k | 181.98 |
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| Boeing Company (BA) | 0.0 | $486k | 2.2k | 217.07 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $464k | 1.7k | 279.14 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $459k | NEW | 20k | 23.37 |
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| Travelers Companies (TRV) | 0.0 | $455k | 1.6k | 289.98 |
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| Chubb (CB) | 0.0 | $453k | 1.5k | 312.12 |
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| Morgan Stanley Com New (MS) | 0.0 | $441k | 2.5k | 177.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $436k | -9% | 3.5k | 123.26 |
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| General Dynamics Corporation (GD) | 0.0 | $429k | 1.3k | 336.66 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $429k | +74% | 5.1k | 83.76 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $428k | 11k | 38.11 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $413k | 1.3k | 310.24 |
|
|
| At&t (T) | 0.0 | $410k | -14% | 17k | 24.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $409k | +26% | 1.9k | 219.78 |
|
| Ge Vernova (GEV) | 0.0 | $409k | +33% | 625.00 | 653.57 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $405k | NEW | 8.1k | 50.01 |
|
| Phillips 66 (PSX) | 0.0 | $397k | -4% | 3.1k | 129.02 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $389k | NEW | 5.8k | 67.22 |
|
| Illinois Tool Works (ITW) | 0.0 | $385k | 1.6k | 246.30 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $379k | 1.2k | 314.80 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $377k | -3% | 7.9k | 48.00 |
|
| Southern Company (SO) | 0.0 | $363k | -4% | 4.2k | 87.20 |
|
| PPG Industries (PPG) | 0.0 | $357k | 3.5k | 102.46 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $346k | +2% | 2.2k | 160.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $340k | -12% | 1.2k | 290.24 |
|
| Qualcomm (QCOM) | 0.0 | $336k | 2.0k | 171.01 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $334k | +70% | 7.8k | 42.69 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $333k | +13% | 4.1k | 81.17 |
|
| Nucor Corporation (NUE) | 0.0 | $332k | 2.0k | 163.12 |
|
|
| Intel Corporation (INTC) | 0.0 | $327k | 8.9k | 36.90 |
|
|
| Emerson Electric (EMR) | 0.0 | $318k | -8% | 2.4k | 132.72 |
|
| Allstate Corporation (ALL) | 0.0 | $314k | -2% | 1.5k | 208.13 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $305k | 2.6k | 117.21 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $301k | 3.0k | 101.98 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $299k | 1.7k | 171.18 |
|
|
| Deere & Company (DE) | 0.0 | $292k | 628.00 | 465.57 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $288k | 11k | 27.43 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $287k | 1.5k | 194.07 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $281k | 722.00 | 388.93 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $277k | 1.3k | 214.16 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $270k | -21% | 1.5k | 177.75 |
|
| 3M Company (MMM) | 0.0 | $270k | 1.7k | 160.11 |
|
|
| AmerisourceBergen (COR) | 0.0 | $263k | 778.00 | 337.75 |
|
|
| AutoZone (AZO) | 0.0 | $254k | 75.00 | 3391.50 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $252k | 3.1k | 80.30 |
|
|
| Goldman Sachs (GS) | 0.0 | $251k | 286.00 | 879.00 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $247k | 7.6k | 32.57 |
|
|
| Paychex (PAYX) | 0.0 | $238k | 2.1k | 112.18 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $232k | 435.00 | 532.81 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $227k | NEW | 608.00 | 373.44 |
|
| Yum! Brands (YUM) | 0.0 | $214k | 1.4k | 151.28 |
|
|
| Exelon Corporation (EXC) | 0.0 | $211k | 4.8k | 43.59 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $207k | -6% | 7.7k | 26.91 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $204k | NEW | 424.00 | 480.57 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $200k | 1.4k | 141.14 |
|
|
| Timkensteel (MTUS) | 0.0 | $172k | 10k | 17.16 |
|
|
| Linkbancorp (LNKB) | 0.0 | $157k | -12% | 19k | 8.26 |
|
| Encore Energy Corp Com New (EU) | 0.0 | $38k | 15k | 2.48 |
|
|
| Hyperfine Com Cl A (HYPR) | 0.0 | $11k | 11k | 0.98 |
|
Past Filings by UNIVEST FINANCIAL Corp
SEC 13F filings are viewable for UNIVEST FINANCIAL Corp going back to 2011
- UNIVEST FINANCIAL Corp 2025 Q4 filed Feb. 4, 2026
- UNIVEST FINANCIAL Corp 2025 Q3 filed Oct. 30, 2025
- UNIVEST FINANCIAL Corp 2025 Q2 filed Aug. 4, 2025
- UNIVEST FINANCIAL Corp 2025 Q1 filed May 8, 2025
- UNIVEST FINANCIAL Corp 2024 Q4 filed Feb. 12, 2025
- UNIVEST FINANCIAL Corp 2024 Q3 filed Nov. 14, 2024
- UNIVEST FINANCIAL Corp 2024 Q2 filed Aug. 5, 2024
- UNIVEST FINANCIAL Corp 2024 Q1 filed May 8, 2024
- UNIVEST FINANCIAL Corp 2023 Q4 filed Feb. 6, 2024
- UNIVEST FINANCIAL Corp 2023 Q3 filed Nov. 8, 2023
- UNIVEST FINANCIAL Corp 2023 Q2 filed Aug. 8, 2023
- UNIVEST FINANCIAL Corp 2023 Q1 filed May 8, 2023
- UNIVEST FINANCIAL Corp 2022 Q4 filed Feb. 10, 2023
- UNIVEST FINANCIAL Corp 2022 Q3 filed Nov. 4, 2022
- UNIVEST FINANCIAL Corp 2022 Q2 filed Aug. 5, 2022
- UNIVEST FINANCIAL Corp 2022 Q1 filed May 5, 2022