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, MSFT, SPAB, and represent 29.11% of UNIVEST FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$31M), SPLG (+$26M), XLV (+$11M), IUSB (+$10M), XLP (+$10M), NVDA (+$9.7M), IEFA (+$7.2M), ANET (+$6.8M), VXUS (+$6.0M), BND.
- Started 16 new stock positions in IWN, APTV, ETN, IXUS, SCHX, BLK, BND, ARCC, IWS, FSTA. BDX, ANET, VONG, SPHD, BKNG, GEV.
- Reduced shares in these 10 stocks: , NKE (-$10M), EL (-$9.5M), Arista Networks (-$6.1M), TMO, AMT, Delphi Automotive Inc international, SPAB, SWKS, MDLZ.
- Sold out of its positions in AWK, ELV, Arista Networks, BlackRock, BAH, CACI, DNN, DFAE, HOG, INCY. EL, MTCH, MCK, NXE, DGX, TXN, MMM, UEC, MGV, BSV, ZBH, DOX, MDT, Delphi Automotive Inc international.
- UNIVEST FINANCIAL Corp was a net buyer of stock by $86M.
- UNIVEST FINANCIAL Corp has $1.6B in assets under management (AUM), dropping by 4.43%.
- Central Index Key (CIK): 0000102212
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Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 272 positions in its portfolio as reported in the December 2024 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) | 8.2 | $130M | +4% | 2.2M | 58.93 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 6.9 | $109M | +31% | 1.6M | 68.94 |
|
Apple (AAPL) | 6.3 | $100M | 400k | 250.42 |
|
|
Microsoft Corporation (MSFT) | 4.3 | $68M | +4% | 160k | 421.50 |
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 3.5 | $55M | -3% | 2.2M | 24.99 |
|
Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $43M | 229k | 189.30 |
|
|
Amazon (AMZN) | 2.7 | $42M | 193k | 219.39 |
|
|
Meta Platforms Cl A (META) | 2.4 | $37M | 64k | 585.51 |
|
|
Broadcom (AVGO) | 2.2 | $36M | +5% | 153k | 231.84 |
|
Ishares Tr Core Total Usd (IUSB) | 2.1 | $34M | +44% | 747k | 45.20 |
|
Blackrock (BLK) | 1.9 | $31M | NEW | 30k | 1025.11 |
|
Visa Com Cl A (V) | 1.6 | $26M | -2% | 81k | 316.04 |
|
salesforce (CRM) | 1.6 | $26M | 76k | 334.33 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $24M | -5% | 45k | 538.81 |
|
Select Sector Spdr Tr Energy (XLE) | 1.5 | $23M | 273k | 85.66 |
|
|
Nextera Energy (NEE) | 1.4 | $23M | 314k | 71.69 |
|
|
Thermo Fisher Scientific (TMO) | 1.3 | $21M | -11% | 40k | 520.23 |
|
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.3 | $21M | +21% | 788k | 26.19 |
|
Costco Wholesale Corporation (COST) | 1.2 | $19M | -5% | 21k | 916.26 |
|
S&p Global (SPGI) | 1.1 | $17M | +2% | 34k | 498.03 |
|
Applied Materials (AMAT) | 1.0 | $16M | 101k | 162.63 |
|
|
UnitedHealth (UNH) | 1.0 | $16M | -2% | 32k | 505.86 |
|
NVIDIA Corporation (NVDA) | 1.0 | $16M | +156% | 118k | 134.29 |
|
Roper Industries (ROP) | 1.0 | $16M | 30k | 519.85 |
|
|
Univest Corp. of PA (UVSP) | 1.0 | $16M | 532k | 29.51 |
|
|
American Express Company (AXP) | 0.9 | $14M | -3% | 48k | 296.79 |
|
Honeywell International (HON) | 0.8 | $13M | 57k | 225.89 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $13M | 36k | 351.79 |
|
|
American Tower Reit (AMT) | 0.8 | $12M | -17% | 67k | 183.41 |
|
Zoetis Cl A (ZTS) | 0.8 | $12M | -8% | 75k | 162.93 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $12M | +1318% | 86k | 137.57 |
|
Sherwin-Williams Company (SHW) | 0.7 | $12M | -5% | 34k | 339.93 |
|
TJX Companies (TJX) | 0.7 | $11M | +3% | 94k | 120.81 |
|
Ishares Tr National Mun Etf (MUB) | 0.7 | $11M | +10% | 106k | 106.55 |
|
Ss&c Technologies Holding (SSNC) | 0.7 | $11M | 148k | 75.78 |
|
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $11M | +910% | 143k | 78.61 |
|
Te Connectivity Ord Shs (TEL) | 0.7 | $11M | +52% | 76k | 142.97 |
|
FedEx Corporation (FDX) | 0.7 | $11M | 37k | 281.33 |
|
|
Johnson & Johnson (JNJ) | 0.7 | $10M | -3% | 71k | 144.62 |
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $10M | +14% | 113k | 90.35 |
|
Charles Schwab Corporation (SCHW) | 0.6 | $10M | 138k | 74.01 |
|
|
Regeneron Pharmaceuticals (REGN) | 0.6 | $10M | -9% | 14k | 712.33 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $10M | +28% | 222k | 44.92 |
|
JPMorgan Chase & Co. (JPM) | 0.6 | $9.7M | 41k | 239.71 |
|
|
Pool Corporation (POOL) | 0.6 | $9.7M | 28k | 340.94 |
|
|
L3harris Technologies (LHX) | 0.6 | $8.8M | +48% | 42k | 210.28 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.1M | -3% | 28k | 289.81 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $7.8M | +1243% | 111k | 70.28 |
|
Mondelez Intl Cl A (MDLZ) | 0.5 | $7.7M | -18% | 129k | 59.73 |
|
Home Depot (HD) | 0.5 | $7.6M | -7% | 19k | 388.98 |
|
Charles River Laboratories (CRL) | 0.5 | $7.5M | -12% | 41k | 184.60 |
|
Fortinet (FTNT) | 0.4 | $6.9M | 73k | 94.48 |
|
|
Arista Networks Com Shs (ANET) | 0.4 | $6.8M | NEW | 62k | 110.53 |
|
Servicenow (NOW) | 0.4 | $6.6M | 6.2k | 1060.12 |
|
|
Vanguard Index Fds Value Etf (VTV) | 0.4 | $6.1M | +10% | 36k | 169.30 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $5.7M | +12% | 64k | 87.90 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $5.5M | +85% | 111k | 50.13 |
|
Intercontinental Exchange (ICE) | 0.3 | $5.5M | +10% | 37k | 149.01 |
|
Blackstone Group Inc Com Cl A (BX) | 0.3 | $5.3M | +4% | 31k | 172.42 |
|
Veeva Sys Cl A Com (VEEV) | 0.3 | $5.2M | +17% | 25k | 210.25 |
|
Lockheed Martin Corporation (LMT) | 0.3 | $5.1M | -3% | 11k | 485.95 |
|
Intuitive Surgical Com New (ISRG) | 0.3 | $4.9M | +5% | 9.4k | 521.96 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $4.8M | NEW | 67k | 71.91 |
|
TransDigm Group Incorporated (TDG) | 0.3 | $4.8M | +6% | 3.8k | 1267.31 |
|
Ecolab (ECL) | 0.3 | $4.8M | +6% | 20k | 234.32 |
|
Wal-Mart Stores (WMT) | 0.3 | $4.7M | -2% | 52k | 90.35 |
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $4.6M | 11k | 434.93 |
|
|
Equinix (EQIX) | 0.3 | $4.6M | +10% | 4.9k | 942.84 |
|
Merck & Co (MRK) | 0.3 | $4.6M | +5% | 46k | 99.48 |
|
Select Sector Spdr Tr Technology (XLK) | 0.3 | $4.3M | +112% | 18k | 232.52 |
|
Pepsi (PEP) | 0.3 | $4.2M | +6% | 28k | 152.06 |
|
Procter & Gamble Company (PG) | 0.3 | $4.0M | 24k | 167.65 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.0M | +3% | 21k | 190.44 |
|
ExlService Holdings (EXLS) | 0.2 | $3.9M | +19% | 88k | 44.38 |
|
United Rentals (URI) | 0.2 | $3.8M | -5% | 5.4k | 704.46 |
|
Autodesk (ADSK) | 0.2 | $3.8M | +7% | 13k | 295.57 |
|
Amgen (AMGN) | 0.2 | $3.7M | -17% | 14k | 260.64 |
|
Monster Beverage Corp (MNST) | 0.2 | $3.6M | +10% | 69k | 52.56 |
|
ResMed (RMD) | 0.2 | $3.6M | +10% | 16k | 228.69 |
|
McDonald's Corporation (MCD) | 0.2 | $3.6M | -6% | 12k | 289.89 |
|
Adobe Systems Incorporated (ADBE) | 0.2 | $3.5M | -15% | 7.9k | 444.68 |
|
Exxon Mobil Corporation (XOM) | 0.2 | $3.5M | -2% | 32k | 107.57 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.5M | 5.9k | 588.68 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.4M | -7% | 54k | 62.31 |
|
Cisco Systems (CSCO) | 0.2 | $3.3M | -5% | 56k | 59.20 |
|
Parker-Hannifin Corporation (PH) | 0.2 | $3.2M | +27% | 5.1k | 636.03 |
|
Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.2M | +6% | 61k | 53.24 |
|
Abbott Laboratories (ABT) | 0.2 | $3.2M | -3% | 29k | 113.11 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.2M | -6% | 5.5k | 586.09 |
|
MetLife (MET) | 0.2 | $3.2M | -4% | 39k | 81.88 |
|
Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $3.2M | NEW | 65k | 49.43 |
|
Gartner (IT) | 0.2 | $3.2M | +29% | 6.5k | 484.47 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.1M | +781% | 35k | 89.08 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $2.9M | +13% | 31k | 95.47 |
|
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $2.9M | 32k | 89.46 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.8M | +3% | 6.9k | 410.45 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.8M | -10% | 25k | 115.22 |
|
Tesla Motors (TSLA) | 0.2 | $2.8M | 7.0k | 403.84 |
|
|
Synopsys (SNPS) | 0.2 | $2.8M | 5.7k | 485.36 |
|
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $2.8M | +46% | 81k | 34.13 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.7M | +110% | 12k | 224.35 |
|
Agilent Technologies Inc C ommon (A) | 0.2 | $2.6M | -36% | 20k | 134.34 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $2.5M | +15% | 52k | 49.05 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.4M | 5.4k | 453.28 |
|
|
Eli Lilly & Co. (LLY) | 0.2 | $2.4M | -11% | 3.2k | 772.00 |
|
Chevron Corporation (CVX) | 0.2 | $2.4M | 17k | 144.84 |
|
|
Cme (CME) | 0.2 | $2.4M | 10k | 232.23 |
|
|
Waste Management (WM) | 0.2 | $2.4M | 12k | 201.79 |
|
|
Watsco, Incorporated (WSO) | 0.1 | $2.3M | 4.9k | 473.89 |
|
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.3M | +275% | 8.0k | 287.82 |
|
Union Pacific Corporation (UNP) | 0.1 | $2.3M | -6% | 10k | 228.06 |
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $2.3M | +202% | 37k | 60.75 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.1M | +247% | 45k | 47.82 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.1M | +8% | 13k | 161.77 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $2.1M | 4.0k | 526.58 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.1 | $2.0M | +10% | 22k | 91.68 |
|
Bristol Myers Squibb (BMY) | 0.1 | $2.0M | -8% | 35k | 56.56 |
|
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.9M | +12% | 22k | 86.89 |
|
Marsh & McLennan Companies (MMC) | 0.1 | $1.9M | -4% | 8.9k | 212.41 |
|
Wec Energy Group (WEC) | 0.1 | $1.9M | +2% | 20k | 94.04 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $1.9M | -4% | 50k | 37.53 |
|
Intuit (INTU) | 0.1 | $1.8M | +27% | 2.9k | 628.62 |
|
Lamb Weston Hldgs (LW) | 0.1 | $1.8M | -39% | 27k | 66.83 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $1.8M | +1158% | 79k | 22.70 |
|
Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $1.7M | +282% | 35k | 49.92 |
|
Ishares Core Msci Emkt (IEMG) | 0.1 | $1.7M | +149% | 32k | 52.22 |
|
Aptiv Com Shs (APTV) | 0.1 | $1.6M | NEW | 27k | 60.48 |
|
Cincinnati Financial Corporation (CINF) | 0.1 | $1.6M | -3% | 11k | 143.70 |
|
Caterpillar (CAT) | 0.1 | $1.6M | -3% | 4.4k | 362.76 |
|
Analog Devices (ADI) | 0.1 | $1.6M | +2% | 7.5k | 212.47 |
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $1.6M | +13% | 18k | 87.25 |
|
Verizon Communications (VZ) | 0.1 | $1.6M | 39k | 39.99 |
|
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.5M | NEW | 12k | 129.34 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.4M | NEW | 8.6k | 164.17 |
|
Abbvie (ABBV) | 0.1 | $1.4M | -3% | 7.9k | 177.69 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.4M | -5% | 26k | 52.47 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | -17% | 16k | 88.40 |
|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 680920.00 |
|
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.3M | -11% | 39k | 34.59 |
|
Equifax (EFX) | 0.1 | $1.3M | 5.3k | 254.85 |
|
|
Ingredion Incorporated (INGR) | 0.1 | $1.3M | +4% | 9.6k | 137.56 |
|
Snap-on Incorporated (SNA) | 0.1 | $1.3M | 3.8k | 339.48 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | -2% | 2.5k | 511.23 |
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.3M | +24% | 13k | 96.81 |
|
Darling International (DAR) | 0.1 | $1.3M | -52% | 38k | 33.69 |
|
Entergy Corporation (ETR) | 0.1 | $1.3M | +94% | 17k | 75.82 |
|
Walt Disney Company (DIS) | 0.1 | $1.2M | -12% | 11k | 111.35 |
|
D.R. Horton (DHI) | 0.1 | $1.2M | -8% | 8.4k | 139.83 |
|
Fastenal Company (FAST) | 0.1 | $1.1M | -7% | 16k | 71.91 |
|
Eaton Corp SHS (ETN) | 0.1 | $1.1M | NEW | 3.3k | 331.87 |
|
Flowers Foods (FLO) | 0.1 | $1.1M | -23% | 53k | 20.66 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | +149% | 4.6k | 240.28 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.1M | +19% | 20k | 54.69 |
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.0M | +10% | 21k | 48.33 |
|
CRH Ord (CRH) | 0.1 | $1.0M | +5% | 11k | 92.52 |
|
Prologis (PLD) | 0.1 | $1.0M | -18% | 9.6k | 105.70 |
|
Lowe's Companies (LOW) | 0.1 | $1.0M | 4.1k | 246.80 |
|
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $966k | +94% | 12k | 78.65 |
|
IDEXX Laboratories (IDXX) | 0.1 | $960k | -5% | 2.3k | 413.44 |
|
Kinder Morgan (KMI) | 0.1 | $957k | +2% | 35k | 27.40 |
|
Corning Incorporated (GLW) | 0.1 | $874k | -7% | 18k | 47.52 |
|
Norfolk Southern (NSC) | 0.1 | $868k | -20% | 3.7k | 234.70 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $862k | -9% | 4.4k | 198.18 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $837k | -8% | 5.2k | 159.52 |
|
Pfizer (PFE) | 0.1 | $809k | -34% | 31k | 26.53 |
|
Coca-Cola Company (KO) | 0.1 | $798k | -11% | 13k | 62.26 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $782k | -7% | 1.9k | 401.58 |
|
PNC Financial Services (PNC) | 0.0 | $768k | -30% | 4.0k | 192.85 |
|
Stryker Corporation (SYK) | 0.0 | $764k | -8% | 2.1k | 359.98 |
|
PPL Corporation (PPL) | 0.0 | $764k | 24k | 32.46 |
|
|
Hershey Company (HSY) | 0.0 | $762k | 4.5k | 169.35 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $728k | +20% | 13k | 57.41 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $727k | +3% | 19k | 38.37 |
|
Altria (MO) | 0.0 | $718k | -9% | 14k | 52.29 |
|
Ross Stores (ROST) | 0.0 | $705k | -10% | 4.7k | 151.27 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $697k | 2.2k | 322.16 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $689k | 3.5k | 195.85 |
|
|
Quanta Services (PWR) | 0.0 | $681k | +3% | 2.2k | 316.05 |
|
Linde SHS (LIN) | 0.0 | $677k | 1.6k | 418.67 |
|
|
Oracle Corporation (ORCL) | 0.0 | $666k | 4.0k | 166.64 |
|
|
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $665k | 11k | 61.34 |
|
|
ConocoPhillips (COP) | 0.0 | $663k | +7% | 6.7k | 99.17 |
|
Constellation Energy (CEG) | 0.0 | $660k | +83% | 3.0k | 223.71 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $653k | -15% | 6.7k | 96.83 |
|
Avery Dennison Corporation (AVY) | 0.0 | $651k | 3.5k | 187.11 |
|
|
O'reilly Automotive (ORLY) | 0.0 | $644k | -6% | 543.00 | 1185.80 |
|
WSFS Financial Corporation (WSFS) | 0.0 | $632k | 12k | 53.13 |
|
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $629k | 5.0k | 126.76 |
|
|
Nike CL B (NKE) | 0.0 | $597k | -94% | 7.9k | 75.67 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $594k | +25% | 4.5k | 131.76 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $589k | +70% | 4.6k | 128.62 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $576k | +101% | 7.6k | 75.69 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $565k | NEW | 12k | 48.31 |
|
Bank of America Corporation (BAC) | 0.0 | $565k | -8% | 13k | 43.95 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $527k | 9.1k | 58.18 |
|
|
Philip Morris International (PM) | 0.0 | $527k | -2% | 4.4k | 120.34 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $527k | -3% | 4.1k | 127.59 |
|
Starbucks Corporation (SBUX) | 0.0 | $524k | -42% | 5.7k | 91.26 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $523k | +3% | 4.5k | 115.73 |
|
Verisk Analytics (VRSK) | 0.0 | $502k | -54% | 1.8k | 275.48 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $484k | +4% | 1.8k | 264.09 |
|
Vanguard World Energy Etf (VDE) | 0.0 | $476k | 3.9k | 121.31 |
|
|
Boeing Company (BA) | 0.0 | $469k | -11% | 2.6k | 176.97 |
|
Ge Aerospace Com New (GE) | 0.0 | $456k | +13% | 2.7k | 166.79 |
|
Genuine Parts Company (GPC) | 0.0 | $454k | -21% | 3.9k | 116.75 |
|
Vanguard World Inf Tech Etf (VGT) | 0.0 | $444k | 714.00 | 621.80 |
|
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $437k | +46% | 1.3k | 343.41 |
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Paychex (PAYX) | 0.0 | $432k | -6% | 3.1k | 140.22 |
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Wells Fargo & Company (WFC) | 0.0 | $428k | 6.1k | 70.24 |
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $422k | +115% | 7.6k | 55.35 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $420k | 1.7k | 253.80 |
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International Business Machines (IBM) | 0.0 | $419k | -3% | 1.9k | 219.78 |
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PPG Industries (PPG) | 0.0 | $416k | 3.5k | 119.45 |
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Travelers Companies (TRV) | 0.0 | $408k | 1.7k | 240.91 |
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Illinois Tool Works (ITW) | 0.0 | $402k | 1.6k | 253.56 |
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Chubb (CB) | 0.0 | $388k | 1.4k | 276.30 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $385k | 3.8k | 101.54 |
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MKS Instruments (MKSI) | 0.0 | $376k | -72% | 3.6k | 104.39 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $370k | -3% | 2.1k | 178.04 |
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Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $367k | 9.9k | 37.12 |
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Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $365k | -31% | 945.00 | 386.22 |
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Phillips 66 (PSX) | 0.0 | $365k | 3.2k | 113.92 |
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Marriott Intl Cl A (MAR) | 0.0 | $364k | 1.3k | 278.94 |
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Duke Energy Corp Com New (DUK) | 0.0 | $362k | 3.4k | 107.74 |
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Emerson Electric (EMR) | 0.0 | $357k | -5% | 2.9k | 123.93 |
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Southern Company (SO) | 0.0 | $357k | -3% | 4.3k | 82.32 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $356k | 4.6k | 76.83 |
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General Dynamics Corporation (GD) | 0.0 | $354k | 1.3k | 263.49 |
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Air Products & Chemicals (APD) | 0.0 | $348k | -14% | 1.2k | 290.05 |
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Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $342k | -5% | 14k | 24.86 |
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Netflix (NFLX) | 0.0 | $341k | -20% | 383.00 | 891.32 |
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Skyworks Solutions (SWKS) | 0.0 | $333k | -84% | 3.8k | 88.68 |
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Deere & Company (DE) | 0.0 | $333k | -20% | 785.00 | 423.70 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $328k | -10% | 11k | 29.20 |
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Becton, Dickinson and (BDX) | 0.0 | $327k | NEW | 1.4k | 226.87 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $325k | 4.3k | 75.61 |
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Cardinal Health (CAH) | 0.0 | $320k | 2.7k | 118.27 |
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Ishares Tr Core Msci Total (IXUS) | 0.0 | $317k | NEW | 4.8k | 66.15 |
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Morgan Stanley Com New (MS) | 0.0 | $311k | 2.5k | 125.71 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $310k | 3.8k | 80.93 |
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Allstate Corporation (ALL) | 0.0 | $300k | -7% | 1.6k | 192.80 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $293k | -14% | 3.3k | 89.34 |
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Capital One Financial (COF) | 0.0 | $287k | 1.6k | 178.32 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $285k | +219% | 10k | 27.32 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $285k | 3.0k | 96.53 |
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CSX Corporation (CSX) | 0.0 | $280k | -3% | 8.7k | 32.27 |
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At&t (T) | 0.0 | $271k | -2% | 12k | 22.77 |
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Public Service Enterprise (PEG) | 0.0 | $268k | 3.2k | 84.49 |
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Trane Technologies SHS (TT) | 0.0 | $266k | 720.00 | 369.10 |
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Ge Vernova (GEV) | 0.0 | $265k | NEW | 804.00 | 328.93 |
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Goldman Sachs (GS) | 0.0 | $255k | 445.00 | 572.62 |
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Constellation Brands Cl A (STZ) | 0.0 | $252k | -33% | 1.1k | 221.00 |
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Cintas Corporation (CTAS) | 0.0 | $249k | 1.4k | 182.70 |
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Linkbancorp (LNKB) | 0.0 | $248k | 33k | 7.48 |
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Automatic Data Processing (ADP) | 0.0 | $247k | -11% | 845.00 | 292.78 |
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AutoZone (AZO) | 0.0 | $240k | 75.00 | 3202.00 |
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Nucor Corporation (NUE) | 0.0 | $236k | 2.0k | 116.72 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $234k | 2.9k | 80.26 |
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Fiserv (FI) | 0.0 | $226k | -11% | 1.1k | 205.42 |
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RPM International (RPM) | 0.0 | $224k | +5% | 1.8k | 123.06 |
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Qualcomm (QCOM) | 0.0 | $224k | 1.5k | 153.62 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $223k | NEW | 9.6k | 23.18 |
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United Parcel Service CL B (UPS) | 0.0 | $223k | -28% | 1.8k | 126.07 |
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Booking Holdings (BKNG) | 0.0 | $219k | NEW | 44.00 | 4982.75 |
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Cdw (CDW) | 0.0 | $216k | -48% | 1.2k | 174.04 |
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W.W. Grainger (GWW) | 0.0 | $211k | 200.00 | 1054.05 |
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Ares Capital Corporation (ARCC) | 0.0 | $207k | NEW | 9.5k | 21.89 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $201k | 354.00 | 568.91 |
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Valero Energy Corporation (VLO) | 0.0 | $201k | 1.6k | 122.58 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $200k | NEW | 1.9k | 103.32 |
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Timkensteel (MTUS) | 0.0 | $141k | 10k | 14.13 |
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Encore Energy Corp Com New (EU) | 0.0 | $52k | -56% | 15k | 3.41 |
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Past Filings by UNIVEST FINANCIAL Corp
SEC 13F filings are viewable for UNIVEST FINANCIAL Corp going back to 2011
- 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
- UNIVEST FINANCIAL Corp 2021 Q4 filed Feb. 8, 2022
- UNIVEST FINANCIAL Corp 2021 Q3 filed Nov. 12, 2021
- UNIVEST FINANCIAL Corp 2021 Q2 filed July 20, 2021
- UNIVEST FINANCIAL Corp 2021 Q1 filed April 14, 2021