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, AAPL, SPLG, MSFT, SPAB, and represent 28.75% of UNIVEST FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$83M), SPLG (+$81M), AAPL (+$76M), MSFT (+$51M), SPAB (+$50M), GOOGL (+$28M), AMZN (+$27M), META (+$26M), AVGO (+$24M), IUSB (+$24M).
- Started 151 new stock positions in DUK, ETR, SBUX, TXN, XLC, SLYV, JNK, TT, LHX, GS.
- Reduced shares in these 7 stocks: , , SWKS, BP, , T, PEG.
- Sold out of its positions in ANAYX, BP, EXC, TEL.
- UNIVEST FINANCIAL Corp was a net buyer of stock by $1.1B.
- UNIVEST FINANCIAL Corp has $1.5B in assets under management (AUM), dropping by 321.64%.
- Central Index Key (CIK): 0000102212
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Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 280 positions in its portfolio as reported in the September 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) | 9.0 | $136M | +155% | 2.1M | 64.74 |
|
| Apple (AAPL) | 6.2 | $94M | +424% | 403k | 233.00 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 5.3 | $81M | NEW | 1.2M | 67.51 |
|
| Microsoft Corporation (MSFT) | 4.3 | $66M | +358% | 153k | 430.30 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 4.0 | $60M | +501% | 2.3M | 26.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $38M | +289% | 229k | 165.85 |
|
| Meta Platforms Cl A (META) | 2.4 | $37M | +239% | 65k | 572.44 |
|
| Amazon (AMZN) | 2.4 | $36M | +273% | 194k | 186.33 |
|
| BlackRock (BLK) | 1.9 | $29M | +274% | 31k | 949.51 |
|
| Thermo Fisher Scientific (TMO) | 1.8 | $28M | +302% | 45k | 618.57 |
|
| Nextera Energy (NEE) | 1.7 | $27M | +207% | 313k | 84.53 |
|
| Broadcom (AVGO) | 1.7 | $25M | +3763% | 145k | 172.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $25M | 47k | 527.67 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 1.6 | $24M | NEW | 518k | 47.12 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.6 | $24M | +188% | 277k | 87.80 |
|
| Visa Com Cl A (V) | 1.5 | $23M | +286% | 83k | 274.95 |
|
| salesforce (CRM) | 1.4 | $21M | +303% | 77k | 273.71 |
|
| Applied Materials (AMAT) | 1.3 | $20M | +227% | 101k | 202.05 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $20M | +283% | 22k | 886.52 |
|
| UnitedHealth (UNH) | 1.2 | $19M | +277% | 32k | 584.70 |
|
| American Tower Reit (AMT) | 1.2 | $19M | +172% | 81k | 232.56 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.2 | $19M | NEW | 648k | 29.07 |
|
| S&p Global (SPGI) | 1.1 | $17M | +225% | 33k | 516.62 |
|
| Roper Industries (ROP) | 1.1 | $17M | +202% | 30k | 556.47 |
|
| Regeneron Pharmaceuticals (REGN) | 1.1 | $17M | +176% | 16k | 1051.29 |
|
| Zoetis Cl A (ZTS) | 1.0 | $16M | +258% | 81k | 195.38 |
|
| Univest Corp. of PA (UVSP) | 1.0 | $15M | +31% | 531k | 28.14 |
|
| Sherwin-Williams Company (SHW) | 0.9 | $14M | +208% | 36k | 381.67 |
|
| American Express Company (AXP) | 0.9 | $13M | +177% | 50k | 271.20 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $13M | +216% | 36k | 353.49 |
|
| Nike CL B (NKE) | 0.8 | $12M | +247% | 140k | 88.40 |
|
| Honeywell International (HON) | 0.8 | $12M | +201% | 58k | 206.71 |
|
| Johnson & Johnson (JNJ) | 0.8 | $12M | +39% | 74k | 162.06 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $12M | +207% | 158k | 73.67 |
|
| Ss&c Technologies Holding (SSNC) | 0.7 | $11M | +141% | 150k | 74.21 |
|
| TJX Companies (TJX) | 0.7 | $11M | +143% | 92k | 117.54 |
|
| Pool Corporation (POOL) | 0.7 | $11M | +196% | 28k | 376.80 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $10M | NEW | 96k | 108.63 |
|
| FedEx Corporation (FDX) | 0.7 | $10M | +145% | 37k | 273.68 |
|
| Lauder Estee Cos Cl A (EL) | 0.6 | $9.5M | +137% | 95k | 99.69 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $9.2M | NEW | 99k | 93.11 |
|
| Charles River Laboratories (CRL) | 0.6 | $9.2M | +186% | 47k | 196.97 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $8.9M | +158% | 138k | 64.81 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $8.6M | +442% | 41k | 210.86 |
|
| Home Depot (HD) | 0.6 | $8.5M | +969% | 21k | 405.20 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.2M | +464% | 29k | 283.16 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $7.8M | NEW | 172k | 45.51 |
|
| Te Connectivity Ord Shs | 0.5 | $7.5M | NEW | 50k | 150.99 |
|
| L3harris Technologies (LHX) | 0.4 | $6.7M | NEW | 28k | 237.88 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $6.3M | +979% | 11k | 584.56 |
|
| Arista Networks (ANET) | 0.4 | $6.1M | +1077% | 16k | 383.82 |
|
| Fortinet (FTNT) | 0.4 | $5.7M | +567% | 73k | 77.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $5.7M | NEW | 33k | 174.57 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $5.6M | +2294% | 46k | 121.44 |
|
| Amgen (AMGN) | 0.4 | $5.6M | +1147% | 17k | 322.22 |
|
| Servicenow (NOW) | 0.4 | $5.5M | +754% | 6.1k | 894.39 |
|
| Intercontinental Exchange (ICE) | 0.4 | $5.4M | +649% | 33k | 160.64 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $5.1M | +1018% | 3.5k | 1427.13 |
|
| Merck & Co (MRK) | 0.3 | $5.0M | +380% | 44k | 113.56 |
|
| Ecolab (ECL) | 0.3 | $4.8M | +621% | 19k | 255.33 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $4.8M | +711% | 9.3k | 517.78 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $4.8M | NEW | 57k | 82.94 |
|
| United Rentals (URI) | 0.3 | $4.6M | +529% | 5.7k | 809.86 |
|
| Agilent Technologies Inc C ommon (A) | 0.3 | $4.6M | +7% | 31k | 148.48 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.5M | +506% | 29k | 153.13 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $4.4M | +1108% | 21k | 209.87 |
|
| Pepsi (PEP) | 0.3 | $4.4M | +700% | 26k | 170.05 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $4.4M | +815% | 8.9k | 491.27 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.3M | +1126% | 54k | 80.75 |
|
| Procter & Gamble Company (PG) | 0.3 | $4.2M | +854% | 24k | 173.21 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $4.1M | +1050% | 11k | 389.12 |
|
| McDonald's Corporation (MCD) | 0.3 | $4.0M | +970% | 13k | 304.51 |
|
| Equinix (EQIX) | 0.3 | $3.9M | NEW | 4.4k | 887.85 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.9M | +211% | 33k | 117.22 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.7M | +16% | 59k | 62.32 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.6M | NEW | 57k | 63.26 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $3.6M | +489% | 33k | 109.75 |
|
| ResMed (RMD) | 0.2 | $3.5M | +675% | 14k | 244.12 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.4M | +1435% | 20k | 167.19 |
|
| MetLife (MET) | 0.2 | $3.4M | +583% | 41k | 82.48 |
|
| Abbott Laboratories (ABT) | 0.2 | $3.4M | +902% | 30k | 114.01 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.4M | +905% | 5.9k | 576.82 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.4M | +156% | 5.9k | 573.76 |
|
| Monster Beverage Corp (MNST) | 0.2 | $3.3M | +801% | 63k | 52.17 |
|
| Autodesk (ADSK) | 0.2 | $3.2M | +681% | 12k | 275.48 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.2M | 28k | 116.96 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.2M | +56% | 3.6k | 885.94 |
|
| Cisco Systems (CSCO) | 0.2 | $3.2M | +879% | 59k | 53.22 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.1M | NEW | 60k | 51.12 |
|
| Darling International (DAR) | 0.2 | $3.0M | +540% | 80k | 37.16 |
|
| Synopsys (SNPS) | 0.2 | $2.9M | +578% | 5.7k | 506.39 |
|
| Lamb Weston Hldgs (LW) | 0.2 | $2.9M | +986% | 44k | 64.74 |
|
| ExlService Holdings (EXLS) | 0.2 | $2.8M | +476% | 73k | 38.15 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $2.6M | NEW | 27k | 97.79 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.6M | +164% | 11k | 246.48 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.6M | NEW | 6.7k | 383.97 |
|
| Gartner (IT) | 0.2 | $2.6M | +546% | 5.0k | 506.76 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $2.5M | NEW | 4.0k | 631.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.5M | NEW | 5.4k | 460.35 |
|
| Skyworks Solutions (SWKS) | 0.2 | $2.4M | -29% | 25k | 98.77 |
|
| Waste Management (WM) | 0.2 | $2.4M | +519% | 12k | 207.60 |
|
| Chevron Corporation (CVX) | 0.2 | $2.4M | +288% | 16k | 147.28 |
|
| Watsco, Incorporated (WSO) | 0.2 | $2.4M | +691% | 4.9k | 491.88 |
|
| Cme (CME) | 0.1 | $2.3M | +745% | 10k | 220.66 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.3M | +719% | 45k | 50.28 |
|
| Aptiv SHS (APTV) | 0.1 | $2.3M | NEW | 31k | 72.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.2M | +514% | 52k | 41.77 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.1M | NEW | 9.3k | 223.10 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $2.1M | NEW | 55k | 37.56 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.0M | NEW | 12k | 167.68 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | NEW | 4.1k | 493.87 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | NEW | 39k | 51.74 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.0M | +240% | 8.7k | 225.76 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.9M | NEW | 20k | 95.81 |
|
| Wec Energy Group (WEC) | 0.1 | $1.9M | +556% | 20k | 96.18 |
|
| Tesla Motors (TSLA) | 0.1 | $1.9M | NEW | 7.1k | 261.63 |
|
| Caterpillar (CAT) | 0.1 | $1.8M | +351% | 4.5k | 391.14 |
|
| D.R. Horton (DHI) | 0.1 | $1.8M | +467% | 9.2k | 190.77 |
|
| Verizon Communications (VZ) | 0.1 | $1.7M | +310% | 39k | 44.91 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.7M | NEW | 19k | 87.74 |
|
| Analog Devices (ADI) | 0.1 | $1.7M | NEW | 7.3k | 230.19 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.7M | NEW | 19k | 88.14 |
|
| Abbvie (ABBV) | 0.1 | $1.6M | NEW | 8.2k | 197.48 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.6M | NEW | 28k | 57.53 |
|
| Flowers Foods (FLO) | 0.1 | $1.6M | +512% | 69k | 23.07 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.6M | NEW | 12k | 136.12 |
|
| Equifax (EFX) | 0.1 | $1.5M | 5.3k | 293.86 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.5M | NEW | 44k | 34.29 |
|
| Prologis (PLD) | 0.1 | $1.5M | +540% | 12k | 126.29 |
|
| MKS Instruments (MKSI) | 0.1 | $1.4M | +472% | 13k | 108.72 |
|
| Intuit (INTU) | 0.1 | $1.4M | NEW | 2.3k | 621.15 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | NEW | 2.00 | 691180.00 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $1.4M | NEW | 16k | 86.82 |
|
| Pfizer (PFE) | 0.1 | $1.3M | +358% | 47k | 28.94 |
|
| Zimmer Holdings (ZBH) | 0.1 | $1.3M | NEW | 12k | 107.95 |
|
| Ingredion Incorporated (INGR) | 0.1 | $1.3M | NEW | 9.3k | 137.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | NEW | 2.6k | 488.10 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | NEW | 2.4k | 505.22 |
|
| Fastenal Company (FAST) | 0.1 | $1.2M | NEW | 17k | 71.42 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.2M | NEW | 14k | 83.00 |
|
| Walt Disney Company (DIS) | 0.1 | $1.2M | +275% | 12k | 96.19 |
|
| Norfolk Southern (NSC) | 0.1 | $1.2M | +25% | 4.7k | 248.50 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.1M | NEW | 5.7k | 200.37 |
|
| Lowe's Companies (LOW) | 0.1 | $1.1M | NEW | 4.1k | 270.85 |
|
| Entergy Corporation (ETR) | 0.1 | $1.1M | NEW | 8.5k | 131.62 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.1M | NEW | 3.8k | 289.71 |
|
| Verisk Analytics (VRSK) | 0.1 | $1.1M | NEW | 4.0k | 268.02 |
|
| PNC Financial Services (PNC) | 0.1 | $1.1M | +53% | 5.7k | 184.85 |
|
| Coca-Cola Company (KO) | 0.1 | $1.0M | +133% | 14k | 71.86 |
|
| Starbucks Corporation (SBUX) | 0.1 | $975k | NEW | 10k | 97.49 |
|
| CRH Ord (CRH) | 0.1 | $970k | NEW | 11k | 92.74 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $963k | NEW | 4.8k | 200.80 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $948k | NEW | 11k | 90.41 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $931k | NEW | 6.0k | 154.02 |
|
| Incyte Corporation (INCY) | 0.1 | $898k | +53% | 14k | 66.10 |
|
| Corning Incorporated (GLW) | 0.1 | $896k | NEW | 20k | 45.15 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $891k | NEW | 16k | 54.68 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $883k | NEW | 20k | 45.32 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $870k | NEW | 5.7k | 151.62 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $855k | NEW | 7.9k | 107.66 |
|
| Hershey Company (HSY) | 0.1 | $850k | +46% | 4.4k | 191.78 |
|
| Stryker Corporation (SYK) | 0.1 | $834k | NEW | 2.3k | 361.40 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $831k | NEW | 12k | 67.70 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $792k | +162% | 2.1k | 375.46 |
|
| Ross Stores (ROST) | 0.1 | $784k | NEW | 5.2k | 150.51 |
|
| PPL Corporation (PPL) | 0.1 | $778k | +110% | 24k | 33.08 |
|
| Altria (MO) | 0.1 | $776k | +185% | 15k | 51.04 |
|
| Linde SHS (LIN) | 0.1 | $771k | NEW | 1.6k | 476.86 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $764k | NEW | 3.5k | 220.77 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $755k | NEW | 18k | 41.28 |
|
| Kinder Morgan (KMI) | 0.0 | $755k | +198% | 34k | 22.09 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $741k | NEW | 13k | 57.41 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $697k | NEW | 3.5k | 198.09 |
|
| Genuine Parts Company (GPC) | 0.0 | $693k | +223% | 5.0k | 139.70 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $690k | NEW | 2.2k | 314.39 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $685k | NEW | 11k | 62.69 |
|
| Oracle Corporation (ORCL) | 0.0 | $681k | NEW | 4.0k | 170.41 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $678k | +125% | 13k | 52.81 |
|
| O'reilly Automotive (ORLY) | 0.0 | $671k | NEW | 583.00 | 1151.60 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $663k | 11k | 63.00 |
|
|
| ConocoPhillips (COP) | 0.0 | $657k | NEW | 6.2k | 105.28 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $645k | NEW | 8.3k | 78.05 |
|
| Match Group (MTCH) | 0.0 | $628k | +53% | 17k | 37.84 |
|
| Quanta Services (PWR) | 0.0 | $623k | 2.1k | 298.15 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $609k | NEW | 2.1k | 284.07 |
|
| WSFS Financial Corporation (WSFS) | 0.0 | $606k | 12k | 50.99 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $575k | NEW | 4.9k | 117.31 |
|
| Bank of America Corporation (BAC) | 0.0 | $556k | NEW | 14k | 39.68 |
|
| Cdw (CDW) | 0.0 | $549k | +95% | 2.4k | 226.30 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $547k | NEW | 4.3k | 128.22 |
|
| Philip Morris International (PM) | 0.0 | $547k | +15% | 4.5k | 121.43 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $537k | NEW | 9.1k | 59.02 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $530k | NEW | 4.4k | 121.18 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $512k | NEW | 1.4k | 370.32 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $506k | NEW | 6.3k | 80.30 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $488k | NEW | 3.6k | 135.48 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $480k | NEW | 3.9k | 122.47 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $475k | NEW | 9.2k | 51.82 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $463k | NEW | 1.8k | 263.92 |
|
| PPG Industries (PPG) | 0.0 | $462k | 3.5k | 132.46 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $457k | NEW | 2.4k | 188.58 |
|
| Boeing Company (BA) | 0.0 | $453k | +117% | 3.0k | 152.07 |
|
| Paychex (PAYX) | 0.0 | $443k | NEW | 3.3k | 134.19 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $443k | NEW | 1.7k | 257.70 |
|
| International Business Machines (IBM) | 0.0 | $439k | NEW | 2.0k | 221.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $434k | NEW | 1.8k | 237.26 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $425k | NEW | 724.00 | 586.52 |
|
| Phillips 66 (PSX) | 0.0 | $420k | NEW | 3.2k | 131.48 |
|
| Constellation Energy (CEG) | 0.0 | $419k | NEW | 1.6k | 260.02 |
|
| Air Products & Chemicals (APD) | 0.0 | $417k | +43% | 1.4k | 297.77 |
|
| Illinois Tool Works (ITW) | 0.0 | $415k | NEW | 1.6k | 262.07 |
|
| Deere & Company (DE) | 0.0 | $414k | 993.00 | 417.33 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $411k | NEW | 9.9k | 41.49 |
|
| General Dynamics Corporation (GD) | 0.0 | $407k | NEW | 1.3k | 302.20 |
|
| Chubb (CB) | 0.0 | $405k | NEW | 1.4k | 288.39 |
|
| Southern Company (SO) | 0.0 | $405k | +53% | 4.5k | 90.18 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $403k | NEW | 1.7k | 243.57 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $400k | NEW | 13k | 31.78 |
|
| Travelers Companies (TRV) | 0.0 | $397k | NEW | 1.7k | 234.14 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $392k | NEW | 15k | 27.01 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $388k | NEW | 3.4k | 115.30 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $385k | NEW | 2.1k | 179.31 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $384k | NEW | 3.9k | 97.42 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $368k | NEW | 3.8k | 95.75 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $360k | NEW | 4.3k | 83.63 |
|
| Wells Fargo & Company (WFC) | 0.0 | $344k | NEW | 6.1k | 56.50 |
|
| Netflix (NFLX) | 0.0 | $343k | NEW | 483.00 | 709.27 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $342k | NEW | 3.8k | 89.38 |
|
| United Parcel Service CL B (UPS) | 0.0 | $338k | NEW | 2.5k | 136.34 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $337k | 2.7k | 125.62 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $333k | NEW | 4.6k | 71.87 |
|
| Emerson Electric (EMR) | 0.0 | $333k | NEW | 3.0k | 109.37 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $324k | NEW | 1.3k | 248.60 |
|
| Allstate Corporation (ALL) | 0.0 | $319k | NEW | 1.7k | 189.70 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $319k | NEW | 3.8k | 83.21 |
|
| CSX Corporation (CSX) | 0.0 | $310k | NEW | 9.0k | 34.53 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $305k | NEW | 3.8k | 80.79 |
|
| Nucor Corporation (NUE) | 0.0 | $304k | NEW | 2.0k | 150.35 |
|
| Cardinal Health (CAH) | 0.0 | $299k | NEW | 2.7k | 110.52 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $296k | NEW | 6.2k | 47.52 |
|
| Amdocs SHS (DOX) | 0.0 | $294k | NEW | 3.4k | 87.50 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $286k | NEW | 3.0k | 95.95 |
|
| Public Service Enterprise (PEG) | 0.0 | $283k | 3.2k | 89.21 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $280k | +300% | 1.4k | 205.88 |
|
| Trane Technologies SHS (TT) | 0.0 | $280k | NEW | 719.00 | 389.00 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $279k | 867.00 | 321.95 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $277k | NEW | 3.3k | 84.53 |
|
| At&t (T) | 0.0 | $269k | -10% | 12k | 22.00 |
|
| Automatic Data Processing (ADP) | 0.0 | $263k | NEW | 951.00 | 277.01 |
|
| Morgan Stanley Com New (MS) | 0.0 | $257k | NEW | 2.5k | 104.27 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $256k | 2.0k | 128.28 |
|
|
| Medtronic SHS (MDT) | 0.0 | $250k | NEW | 2.8k | 90.03 |
|
| Qualcomm (QCOM) | 0.0 | $248k | NEW | 1.5k | 170.05 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $244k | NEW | 2.9k | 83.76 |
|
| Capital One Financial (COF) | 0.0 | $241k | NEW | 1.6k | 149.73 |
|
| AutoZone (AZO) | 0.0 | $236k | NEW | 75.00 | 3150.03 |
|
| Anthem (ELV) | 0.0 | $230k | NEW | 443.00 | 520.00 |
|
| Fiserv (FI) | 0.0 | $224k | NEW | 1.2k | 179.65 |
|
| Valero Energy Corporation (VLO) | 0.0 | $222k | NEW | 1.6k | 135.10 |
|
| Goldman Sachs (GS) | 0.0 | $220k | NEW | 445.00 | 495.11 |
|
| Caci Intl Cl A (CACI) | 0.0 | $220k | NEW | 435.00 | 504.56 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $217k | NEW | 3.5k | 61.56 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $213k | 1.3k | 162.76 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $213k | NEW | 2.7k | 78.69 |
|
| Linkbancorp (LNKB) | 0.0 | $212k | NEW | 33k | 6.41 |
|
| RPM International (RPM) | 0.0 | $209k | NEW | 1.7k | 121.00 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $208k | NEW | 1.0k | 206.74 |
|
| W.W. Grainger (GWW) | 0.0 | $208k | NEW | 200.00 | 1038.81 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $207k | NEW | 7.6k | 27.41 |
|
| 3M Company (MMM) | 0.0 | $207k | NEW | 1.5k | 136.70 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $206k | NEW | 1.3k | 155.32 |
|
| Harley-Davidson (HOG) | 0.0 | $206k | NEW | 5.3k | 38.53 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $206k | NEW | 361.00 | 570.34 |
|
| McKesson Corporation (MCK) | 0.0 | $200k | NEW | 405.00 | 494.42 |
|
| American Water Works (AWK) | 0.0 | $200k | NEW | 1.4k | 146.28 |
|
| Timkensteel (MTUS) | 0.0 | $148k | NEW | 10k | 14.83 |
|
| Encore Energy Corp Com New (EU) | 0.0 | $142k | NEW | 35k | 4.04 |
|
| Denison Mines Corp (DNN) | 0.0 | $136k | NEW | 74k | 1.83 |
|
| Nexgen Energy (NXE) | 0.0 | $106k | NEW | 16k | 6.53 |
|
| Uranium Energy (UEC) | 0.0 | $70k | NEW | 11k | 6.21 |
|
Past Filings by UNIVEST FINANCIAL Corp
SEC 13F filings are viewable for UNIVEST FINANCIAL Corp going back to 2011
- 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
- UNIVEST FINANCIAL Corp 2020 Q4 filed Jan. 19, 2021