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 30.59% of UNIVEST FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$12M), FI (+$5.7M), SNPS (+$5.5M), LLY (+$5.1M), UNH, IUSB, FICO, SPAB, TMO, CRM.
- Started 6 new stock positions in VONV, DVY, VV, WTRG, AMD, LRCX.
- Reduced shares in these 10 stocks: NVDA (-$8.1M), AVGO (-$7.4M), MSFT (-$6.1M), AMAT (-$5.3M), SPLG, GOOGL, IDXX, BLK, VOO, VEEV.
- Sold out of its positions in ARCC, AVY, CDW, CRL, DFAX, GWW, IWB, IQLT, TXN, VLO. MGV, MDT.
- UNIVEST FINANCIAL Corp was a net seller of stock by $-1.4M.
- UNIVEST FINANCIAL Corp has $1.8B in assets under management (AUM), dropping by 7.23%.
- Central Index Key (CIK): 0000102212
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Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 260 positions in its portfolio as reported in the September 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) | 8.6 | $153M | +8% | 2.1M | 73.46 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 7.7 | $138M | -2% | 1.8M | 78.34 |
|
| Apple (AAPL) | 5.3 | $95M | -2% | 374k | 254.63 |
|
| Microsoft Corporation (MSFT) | 4.5 | $81M | -6% | 156k | 517.95 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 4.5 | $80M | +3% | 3.1M | 25.85 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $68M | -4% | 280k | 243.10 |
|
| Amazon (AMZN) | 3.0 | $53M | 242k | 219.57 |
|
|
| NVIDIA Corporation (NVDA) | 2.9 | $52M | -13% | 278k | 186.58 |
|
| Meta Platforms Cl A (META) | 2.5 | $45M | -4% | 61k | 734.38 |
|
| Broadcom (AVGO) | 2.5 | $44M | -14% | 133k | 329.91 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.2 | $39M | +13% | 833k | 46.71 |
|
| Nextera Energy (NEE) | 1.5 | $27M | +2% | 358k | 75.49 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.5 | $27M | -2% | 298k | 89.34 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $26M | +24% | 34k | 763.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $25M | -7% | 40k | 612.38 |
|
| Visa Com Cl A (V) | 1.3 | $23M | 66k | 341.38 |
|
|
| Blackrock (BLK) | 1.2 | $21M | -12% | 18k | 1165.87 |
|
| S&p Global (SPGI) | 1.0 | $17M | -5% | 36k | 486.71 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $17M | +12% | 36k | 485.02 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $17M | +3% | 19k | 925.63 |
|
| UnitedHealth (UNH) | 0.9 | $17M | +41% | 48k | 345.30 |
|
| Micron Technology (MU) | 0.9 | $16M | +10% | 98k | 167.32 |
|
| L3harris Technologies (LHX) | 0.9 | $15M | -10% | 50k | 305.41 |
|
| Univest Corp. of PA (UVSP) | 0.8 | $15M | 505k | 30.02 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.8 | $15M | -11% | 68k | 219.53 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $15M | +2% | 137k | 106.49 |
|
| American Express Company (AXP) | 0.8 | $14M | 42k | 332.16 |
|
|
| salesforce (CRM) | 0.8 | $14M | +15% | 59k | 237.00 |
|
| United Rentals (URI) | 0.8 | $14M | -6% | 15k | 954.66 |
|
| TJX Companies (TJX) | 0.8 | $14M | 95k | 144.54 |
|
|
| Philip Morris International (PM) | 0.8 | $14M | +5% | 83k | 162.20 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.7 | $13M | 281k | 46.32 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $13M | 70k | 185.42 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.7 | $13M | 140k | 88.76 |
|
|
| Sherwin-Williams Company (SHW) | 0.7 | $12M | +4% | 36k | 346.26 |
|
| Applied Materials (AMAT) | 0.7 | $12M | -30% | 60k | 204.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $12M | -2% | 37k | 315.43 |
|
| American Tower Reit (AMT) | 0.6 | $12M | 60k | 192.32 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.6 | $11M | 20k | 562.26 |
|
|
| Charles Schwab Corporation (SCHW) | 0.6 | $11M | -6% | 119k | 95.47 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $11M | 179k | 62.47 |
|
|
| Pool Corporation (POOL) | 0.6 | $11M | +11% | 34k | 310.06 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $10M | +20% | 29k | 352.75 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.6 | $10M | +4% | 111k | 91.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $10M | 31k | 328.17 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $9.7M | -9% | 18k | 546.75 |
|
| Synopsys (SNPS) | 0.5 | $9.5M | +133% | 19k | 493.39 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.5 | $8.9M | +6% | 86k | 104.51 |
|
| FedEx Corporation (FDX) | 0.5 | $8.9M | +10% | 38k | 235.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $8.8M | +7% | 47k | 186.49 |
|
| Arista Networks Com Shs (ANET) | 0.5 | $8.4M | -9% | 58k | 145.71 |
|
| Bank of America Corporation (BAC) | 0.4 | $7.7M | -6% | 150k | 51.59 |
|
| Home Depot (HD) | 0.4 | $7.6M | 19k | 405.19 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $7.1M | -14% | 48k | 146.32 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $6.8M | +21% | 28k | 246.60 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.7M | 28k | 243.55 |
|
|
| Roper Industries (ROP) | 0.4 | $6.7M | +2% | 13k | 498.68 |
|
| Emcor (EME) | 0.4 | $6.3M | -14% | 9.7k | 649.57 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $6.3M | +18% | 11k | 568.81 |
|
| Uber Technologies (UBER) | 0.3 | $5.9M | -7% | 60k | 97.97 |
|
| Fiserv (FI) | 0.3 | $5.8M | +3175% | 45k | 128.93 |
|
| Ecolab (ECL) | 0.3 | $5.8M | +2% | 21k | 273.86 |
|
| Intercontinental Exchange (ICE) | 0.3 | $5.7M | -7% | 34k | 168.48 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $5.1M | 10k | 499.20 |
|
|
| Casey's General Stores (CASY) | 0.3 | $5.0M | +3% | 8.9k | 565.29 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $4.9M | 61k | 79.95 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $4.8M | -6% | 47k | 103.06 |
|
| Equinix (EQIX) | 0.3 | $4.8M | +15% | 6.1k | 783.31 |
|
| Monster Beverage Corp (MNST) | 0.3 | $4.7M | 70k | 67.31 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $4.6M | 6.0k | 758.15 |
|
|
| Fortinet (FTNT) | 0.3 | $4.5M | +13% | 54k | 84.08 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $4.5M | -11% | 3.4k | 1318.02 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $4.4M | -40% | 6.9k | 638.89 |
|
| ExlService Holdings (EXLS) | 0.2 | $4.3M | +18% | 98k | 44.03 |
|
| Pepsi (PEP) | 0.2 | $4.3M | +5% | 31k | 140.44 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.1M | 36k | 112.75 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $4.1M | +2% | 6.1k | 666.18 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $4.1M | -18% | 24k | 170.85 |
|
| McDonald's Corporation (MCD) | 0.2 | $4.0M | 13k | 303.89 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $3.9M | +13% | 8.8k | 447.23 |
|
| Amgen (AMGN) | 0.2 | $3.8M | +2% | 14k | 282.20 |
|
| Procter & Gamble Company (PG) | 0.2 | $3.8M | -4% | 25k | 153.65 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $3.7M | +11% | 86k | 42.79 |
|
| Union Pacific Corporation (UNP) | 0.2 | $3.6M | +5% | 15k | 236.38 |
|
| Servicenow (NOW) | 0.2 | $3.6M | +8% | 3.9k | 920.28 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $3.5M | +1728% | 2.3k | 1496.53 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $3.4M | +125% | 17k | 201.53 |
|
| Netflix (NFLX) | 0.2 | $3.4M | 2.9k | 1198.92 |
|
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.2 | $3.4M | +10% | 35k | 97.99 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.4M | -13% | 67k | 50.07 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $3.2M | -38% | 11k | 297.91 |
|
| Cisco Systems (CSCO) | 0.2 | $3.2M | +6% | 47k | 68.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.2M | 6.6k | 479.65 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $3.1M | +8% | 23k | 133.94 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $3.1M | +14% | 32k | 95.15 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $3.1M | +6% | 25k | 121.42 |
|
| Tesla Motors (TSLA) | 0.2 | $3.0M | 6.8k | 444.72 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.9M | +23% | 7.4k | 391.64 |
|
| Waste Management (WM) | 0.2 | $2.8M | +2% | 13k | 220.83 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.8M | 5.6k | 502.74 |
|
|
| Darling International (DAR) | 0.2 | $2.8M | +4% | 90k | 30.87 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $2.8M | +12% | 56k | 49.46 |
|
| CRH Ord (CRH) | 0.2 | $2.7M | +3% | 23k | 119.90 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | -10% | 42k | 65.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.6M | +49% | 22k | 118.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.6M | -37% | 3.8k | 669.30 |
|
| MetLife (MET) | 0.1 | $2.5M | +3% | 30k | 82.37 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $2.4M | +25% | 27k | 91.56 |
|
| Corning Incorporated (GLW) | 0.1 | $2.4M | -8% | 30k | 82.03 |
|
| ResMed (RMD) | 0.1 | $2.4M | 8.7k | 273.73 |
|
|
| Merck & Co (MRK) | 0.1 | $2.3M | -40% | 28k | 83.93 |
|
| Cme (CME) | 0.1 | $2.3M | -17% | 8.4k | 270.19 |
|
| Intuit (INTU) | 0.1 | $2.2M | -2% | 3.3k | 682.91 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.2M | +4% | 13k | 174.58 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.1M | 7.6k | 281.86 |
|
|
| Caterpillar (CAT) | 0.1 | $2.0M | 4.3k | 477.20 |
|
|
| Watsco, Incorporated (WSO) | 0.1 | $2.0M | -5% | 5.0k | 404.27 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.0M | -2% | 7.2k | 281.25 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.1 | $2.0M | +9% | 21k | 94.31 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $1.9M | +11% | 21k | 88.65 |
|
| Analog Devices (ADI) | 0.1 | $1.8M | -13% | 7.5k | 245.69 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.8M | 26k | 67.83 |
|
|
| Abbvie (ABBV) | 0.1 | $1.7M | -2% | 7.5k | 231.54 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | +26% | 2.9k | 600.45 |
|
| Prologis (PLD) | 0.1 | $1.7M | +10% | 15k | 114.52 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $1.7M | +11% | 29k | 57.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | 53k | 31.42 |
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| Gartner (IT) | 0.1 | $1.6M | +49% | 6.2k | 262.87 |
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| Wec Energy Group (WEC) | 0.1 | $1.6M | +7% | 14k | 114.59 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $1.6M | +46% | 31k | 51.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.6M | 18k | 87.31 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.5M | -2% | 34k | 45.10 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754200.00 |
|
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| Cincinnati Financial Corporation (CINF) | 0.1 | $1.5M | 9.4k | 158.10 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.4M | +21% | 12k | 118.37 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.4M | -3% | 37k | 38.57 |
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| Entergy Corporation (ETR) | 0.1 | $1.4M | 15k | 93.19 |
|
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| Ingredion Incorporated (INGR) | 0.1 | $1.4M | +2% | 11k | 122.11 |
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| Fastenal Company (FAST) | 0.1 | $1.4M | 28k | 49.04 |
|
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 4.5k | 300.41 |
|
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| Equifax (EFX) | 0.1 | $1.3M | 5.3k | 256.53 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | -4% | 8.6k | 155.29 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.3M | +16% | 9.0k | 139.17 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.3M | 3.4k | 374.25 |
|
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| ConocoPhillips (COP) | 0.1 | $1.3M | -33% | 13k | 94.59 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.2M | -2% | 15k | 78.37 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.2M | +35% | 9.3k | 128.35 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.2M | +3% | 3.4k | 346.53 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | +8% | 21k | 53.87 |
|
| Lowe's Companies (LOW) | 0.1 | $1.1M | 4.3k | 251.31 |
|
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| Coca-Cola Company (KO) | 0.1 | $1.1M | -18% | 16k | 66.32 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.0M | 5.2k | 195.86 |
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| Constellation Energy (CEG) | 0.1 | $1.0M | 3.0k | 329.07 |
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| D.R. Horton (DHI) | 0.1 | $969k | 5.7k | 169.47 |
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| Honeywell International (HON) | 0.1 | $965k | -16% | 4.6k | 210.51 |
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| Kinder Morgan (KMI) | 0.1 | $964k | +4% | 34k | 28.31 |
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| Verizon Communications (VZ) | 0.1 | $916k | -48% | 21k | 43.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $907k | 9.4k | 96.55 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $871k | -4% | 15k | 59.92 |
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| Quanta Services (PWR) | 0.0 | $866k | 2.1k | 414.42 |
|
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| Walt Disney Company (DIS) | 0.0 | $828k | -4% | 7.2k | 114.49 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $811k | 4.8k | 167.33 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $809k | +19% | 17k | 46.81 |
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| Ross Stores (ROST) | 0.0 | $796k | 5.2k | 152.39 |
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| Cintas Corporation (CTAS) | 0.0 | $792k | 3.9k | 205.28 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $751k | 11k | 71.37 |
|
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| PPL Corporation (PPL) | 0.0 | $750k | 20k | 37.16 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $739k | 11k | 68.08 |
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| Stryker Corporation (SYK) | 0.0 | $737k | 2.0k | 369.58 |
|
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| International Business Machines (IBM) | 0.0 | $731k | 2.6k | 282.16 |
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| Linde SHS (LIN) | 0.0 | $731k | -3% | 1.5k | 475.00 |
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| O'reilly Automotive (ORLY) | 0.0 | $717k | 6.7k | 107.81 |
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| Starbucks Corporation (SBUX) | 0.0 | $714k | -2% | 8.4k | 84.60 |
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| Hershey Company (HSY) | 0.0 | $713k | -7% | 3.8k | 187.05 |
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| PNC Financial Services (PNC) | 0.0 | $707k | -5% | 3.5k | 200.96 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $689k | -2% | 6.0k | 113.87 |
|
| Altria (MO) | 0.0 | $680k | -23% | 10k | 66.06 |
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| Ge Aerospace Com New (GE) | 0.0 | $662k | -18% | 2.2k | 300.82 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $659k | 11k | 58.85 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $644k | 4.5k | 142.42 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $639k | 4.4k | 145.62 |
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| WSFS Financial Corporation (WSFS) | 0.0 | $627k | 12k | 53.93 |
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|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $582k | 2.8k | 208.74 |
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| At&t (T) | 0.0 | $547k | +11% | 19k | 28.24 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $515k | -6% | 1.6k | 319.95 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $515k | +5% | 4.1k | 125.86 |
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| Capital One Financial (COF) | 0.0 | $501k | 2.4k | 212.58 |
|
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $487k | 1.7k | 293.81 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $485k | 5.9k | 82.59 |
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| Boeing Company (BA) | 0.0 | $481k | -11% | 2.2k | 215.78 |
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| Wells Fargo & Company (WFC) | 0.0 | $476k | 5.7k | 83.82 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $474k | +4% | 3.9k | 120.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $473k | +36% | 1.3k | 355.47 |
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| McKesson Corporation (MCK) | 0.0 | $471k | +62% | 609.00 | 772.54 |
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| Travelers Companies (TRV) | 0.0 | $438k | -3% | 1.6k | 279.14 |
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| Phillips 66 (PSX) | 0.0 | $437k | 3.2k | 136.01 |
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|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $437k | -40% | 5.9k | 74.37 |
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| General Dynamics Corporation (GD) | 0.0 | $434k | 1.3k | 341.00 |
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| Cardinal Health (CAH) | 0.0 | $424k | 2.7k | 156.96 |
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| Southern Company (SO) | 0.0 | $412k | -8% | 4.4k | 94.77 |
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| Illinois Tool Works (ITW) | 0.0 | $411k | -11% | 1.6k | 260.76 |
|
| Chubb (CB) | 0.0 | $409k | 1.4k | 282.25 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $408k | 11k | 36.35 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $404k | -8% | 8.2k | 49.45 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $400k | -4% | 4.6k | 87.20 |
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| Morgan Stanley Com New (MS) | 0.0 | $395k | 2.5k | 158.97 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $392k | +38% | 1.3k | 293.77 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $390k | 2.0k | 194.49 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $384k | -13% | 1.6k | 239.64 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $384k | +7% | 1.5k | 254.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $376k | 803.00 | 468.41 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $370k | NEW | 1.2k | 307.86 |
|
| PPG Industries (PPG) | 0.0 | $366k | 3.5k | 105.11 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $360k | -31% | 482.00 | 746.63 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $355k | -38% | 2.5k | 140.95 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $355k | -5% | 1.9k | 182.42 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $346k | 1.3k | 260.44 |
|
|
| Emerson Electric (EMR) | 0.0 | $343k | 2.6k | 131.18 |
|
|
| Allstate Corporation (ALL) | 0.0 | $333k | 1.6k | 214.69 |
|
|
| Qualcomm (QCOM) | 0.0 | $326k | -6% | 2.0k | 166.32 |
|
| AutoZone (AZO) | 0.0 | $322k | 75.00 | 4290.24 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $321k | -10% | 2.6k | 123.75 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $320k | +7% | 2.7k | 120.48 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $319k | -58% | 1.5k | 215.79 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $312k | 2.1k | 148.61 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $311k | 2.0k | 154.23 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $304k | 720.00 | 421.67 |
|
|
| Intel Corporation (INTC) | 0.0 | $296k | 8.8k | 33.55 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $294k | 3.0k | 99.53 |
|
|
| Deere & Company (DE) | 0.0 | $287k | 628.00 | 457.26 |
|
|
| Ge Vernova (GEV) | 0.0 | $287k | -33% | 467.00 | 614.90 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $286k | 11k | 27.30 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $281k | +4% | 1.5k | 187.17 |
|
| Nucor Corporation (NUE) | 0.0 | $279k | 2.1k | 135.44 |
|
|
| Paychex (PAYX) | 0.0 | $271k | -4% | 2.1k | 126.76 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $262k | +4% | 3.6k | 72.77 |
|
| Public Service Enterprise (PEG) | 0.0 | $262k | 3.1k | 83.46 |
|
|
| 3M Company (MMM) | 0.0 | $262k | 1.7k | 155.19 |
|
|
| Booking Holdings (BKNG) | 0.0 | $250k | 46.00 | 5424.11 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $246k | 2.9k | 84.10 |
|
|
| AmerisourceBergen (COR) | 0.0 | $243k | 778.00 | 312.53 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $239k | 7.6k | 31.53 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $232k | NEW | 1.7k | 133.90 |
|
| RPM International (RPM) | 0.0 | $227k | 1.9k | 117.88 |
|
|
| Goldman Sachs (GS) | 0.0 | $225k | 283.00 | 796.35 |
|
|
| Exelon Corporation (EXC) | 0.0 | $218k | 4.8k | 45.01 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $218k | 742.00 | 293.38 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $217k | 435.00 | 498.78 |
|
|
| Yum! Brands (YUM) | 0.0 | $217k | 1.4k | 152.00 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $215k | -5% | 8.2k | 26.34 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $212k | -14% | 526.00 | 402.42 |
|
| Essential Utils (WTRG) | 0.0 | $209k | NEW | 5.2k | 39.90 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $207k | 348.00 | 596.05 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $207k | NEW | 1.3k | 161.79 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $202k | NEW | 2.3k | 89.39 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $202k | NEW | 1.4k | 142.10 |
|
| Timkensteel (MTUS) | 0.0 | $165k | 10k | 16.53 |
|
|
| Linkbancorp (LNKB) | 0.0 | $155k | -35% | 22k | 7.13 |
|
| Encore Energy Corp Com New (EU) | 0.0 | $49k | 15k | 3.21 |
|
|
| Hyperfine Com Cl A (HYPR) | 0.0 | $16k | 11k | 1.45 |
|
Past Filings by UNIVEST FINANCIAL Corp
SEC 13F filings are viewable for UNIVEST FINANCIAL Corp going back to 2011
- 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
- UNIVEST FINANCIAL Corp 2021 Q4 filed Feb. 8, 2022