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, SPYM, AAPL, GOOGL, MU, and represent 29.78% of UNIVEST FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$14M), IUSB (+$8.2M), VUG, NVDA, MSFT, FICO, SPYM, IVV, VXUS, FTNT.
- Started 27 new stock positions in DIA, HONA, STT, IWB, C, IGIB, AGG, HYD, FDXF, STX.
- Reduced shares in these 10 stocks: MDYG (-$6.8M), SPSM (-$5.1M), MU, AMAT, , VOO, SPAB, URI, PM, SSNC.
- Sold out of its positions in Honeywell International, SPHD, HYG, LNKB, POOL, VEEV.
- UNIVEST FINANCIAL Corp was a net buyer of stock by $55M.
- UNIVEST FINANCIAL Corp has $2.0B in assets under management (AUM), dropping by 14.40%.
- Central Index Key (CIK): 0000102212
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Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 275 positions in its portfolio as reported in the June 2026 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 | $184M | 2.2M | 85.49 |
|
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| Spdr Series Trust St Str P500etf (SPYM) | 7.9 | $161M | 1.8M | 87.88 |
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| Apple (AAPL) | 5.1 | $103M | 358k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $86M | 242k | 357.37 |
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| Micron Technology (MU) | 3.5 | $72M | -4% | 62k | 1154.28 |
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| Microsoft Corporation (MSFT) | 3.4 | $68M | +4% | 183k | 373.02 |
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| NVIDIA Corporation (NVDA) | 3.2 | $66M | +4% | 330k | 200.09 |
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| Amazon (AMZN) | 3.2 | $64M | +2% | 269k | 238.34 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 2.9 | $60M | -2% | 2.4M | 25.52 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 2.9 | $59M | +16% | 1.3M | 46.15 |
|
| Broadcom (AVGO) | 2.6 | $53M | 140k | 377.75 |
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| Eli Lilly & Co. (LLY) | 2.0 | $41M | +4% | 34k | 1199.43 |
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| Meta Platforms Cl A (META) | 1.8 | $36M | +2% | 64k | 563.29 |
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| Nextera Energy (NEE) | 1.5 | $30M | +2% | 345k | 87.77 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.5 | $30M | 561k | 53.11 |
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| Applied Materials (AMAT) | 1.3 | $27M | -8% | 38k | 723.00 |
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| Visa Com Cl A (V) | 1.3 | $26M | 77k | 343.09 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $26M | -6% | 38k | 686.81 |
|
| Univest Corp. of PA (UVSP) | 1.1 | $22M | 503k | 43.75 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 1.0 | $21M | +8% | 173k | 118.99 |
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| S&p Global (SPGI) | 1.0 | $21M | +8% | 50k | 407.26 |
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| UnitedHealth (UNH) | 1.0 | $20M | -3% | 48k | 415.63 |
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| Blackrock (BLK) | 0.9 | $18M | +5% | 19k | 961.56 |
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| Johnson & Johnson (JNJ) | 0.9 | $18M | 70k | 253.97 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.8 | $17M | +397% | 196k | 87.91 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $17M | 34k | 501.36 |
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| United Rentals (URI) | 0.8 | $17M | -6% | 15k | 1132.89 |
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| Costco Wholesale Corporation (COST) | 0.8 | $17M | -3% | 18k | 935.47 |
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| Fair Isaac Corporation (FICO) | 0.8 | $17M | +19% | 14k | 1194.75 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $16M | +3% | 149k | 107.62 |
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $15M | +11% | 68k | 217.93 |
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| Synopsys (SNPS) | 0.7 | $15M | +7% | 33k | 446.07 |
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| American Express Company (AXP) | 0.7 | $14M | -2% | 41k | 338.25 |
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| Philip Morris International (PM) | 0.6 | $13M | -7% | 71k | 180.91 |
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| TJX Companies (TJX) | 0.6 | $13M | -4% | 85k | 151.50 |
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| Te Connectivity Ord Shs (TEL) | 0.6 | $12M | -4% | 60k | 201.61 |
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| L3harris Technologies (LHX) | 0.6 | $12M | -6% | 41k | 290.59 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $11M | 31k | 370.04 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | 34k | 327.33 |
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| Fortinet (FTNT) | 0.5 | $11M | +21% | 72k | 153.62 |
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| Arista Networks Com Shs (ANET) | 0.5 | $11M | +9% | 63k | 169.88 |
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| American Tower Reit (AMT) | 0.5 | $10M | -3% | 63k | 163.57 |
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| Sherwin-Williams Company (SHW) | 0.5 | $10M | -5% | 29k | 344.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $9.3M | 27k | 353.34 |
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| FedEx Corporation (FDX) | 0.4 | $9.1M | -2% | 29k | 313.14 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $9.0M | 98k | 92.27 |
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| Bank of America Corporation (BAC) | 0.4 | $8.9M | -2% | 155k | 56.98 |
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| salesforce (CRM) | 0.4 | $8.7M | -5% | 56k | 156.66 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $8.6M | -6% | 149k | 57.84 |
|
| Emcor (EME) | 0.4 | $8.6M | +16% | 10k | 829.87 |
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| Regeneron Pharmaceuticals (REGN) | 0.4 | $8.2M | -7% | 13k | 623.50 |
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| Casey's General Stores (CASY) | 0.4 | $7.8M | +12% | 9.8k | 794.75 |
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| Broadridge Financial Solutions (BR) | 0.4 | $7.7M | +10% | 56k | 136.95 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $7.6M | +16% | 15k | 513.61 |
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| Monster Beverage Corp (MNST) | 0.4 | $7.4M | +23% | 77k | 96.12 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.4 | $7.4M | 61k | 121.43 |
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| Ecolab (ECL) | 0.3 | $7.1M | +19% | 25k | 278.61 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $6.9M | 15k | 450.98 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.3 | $6.8M | -49% | 61k | 112.09 |
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| Uber Technologies (UBER) | 0.3 | $6.7M | +26% | 93k | 72.16 |
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| Equinix (EQIX) | 0.3 | $6.7M | +8% | 6.4k | 1042.39 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $6.3M | 33k | 190.52 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $6.2M | +21% | 6.4k | 978.12 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $5.7M | +21% | 4.3k | 1332.04 |
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| Home Depot (HD) | 0.3 | $5.6M | -6% | 16k | 352.68 |
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| Intercontinental Exchange (ICE) | 0.3 | $5.6M | +23% | 46k | 123.11 |
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| Cisco Systems (CSCO) | 0.3 | $5.6M | +3% | 48k | 117.46 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $5.4M | 27k | 205.02 |
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| Corning Incorporated (GLW) | 0.3 | $5.3M | -7% | 21k | 255.43 |
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| Wal-Mart Stores (WMT) | 0.3 | $5.2M | 46k | 113.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $5.1M | +70% | 6.8k | 748.89 |
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| Spdr Series Trust St Bloo High Etf (JNK) | 0.2 | $4.9M | +14% | 51k | 96.37 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $4.8M | +18% | 51k | 94.52 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $4.5M | +2% | 33k | 136.72 |
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| Amgen (AMGN) | 0.2 | $4.5M | 13k | 362.12 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $4.5M | +28% | 9.0k | 496.73 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $4.5M | +22% | 11k | 397.68 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $4.4M | +2% | 8.6k | 509.46 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $4.4M | +2% | 86k | 50.39 |
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| ExlService Holdings (EXLS) | 0.2 | $4.3M | +32% | 168k | 25.86 |
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| IDEXX Laboratories (IDXX) | 0.2 | $4.3M | +22% | 8.1k | 526.44 |
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| Caterpillar (CAT) | 0.2 | $4.2M | -2% | 3.9k | 1064.90 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $4.2M | 5.6k | 746.70 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $4.2M | +27% | 29k | 143.10 |
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| McDonald's Corporation (MCD) | 0.2 | $4.0M | +2% | 15k | 270.31 |
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| Servicenow (NOW) | 0.2 | $3.9M | +41% | 39k | 99.28 |
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| Pepsi (PEP) | 0.2 | $3.8M | 28k | 135.40 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.8M | +9% | 76k | 50.58 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $3.8M | +13% | 78k | 48.43 |
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| Zoetis Cl A (ZTS) | 0.2 | $3.7M | 52k | 71.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.7M | 30k | 124.44 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.2 | $3.6M | +19% | 30k | 119.13 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.6M | +16% | 30k | 117.67 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.6M | +10% | 18k | 197.60 |
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| Procter & Gamble Company (PG) | 0.2 | $3.5M | +3% | 24k | 146.64 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.2 | $3.5M | +15% | 32k | 109.11 |
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| Union Pacific Corporation (UNP) | 0.2 | $3.4M | 13k | 271.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.4M | +481% | 40k | 86.14 |
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| Darling International (DAR) | 0.2 | $3.4M | -4% | 61k | 54.62 |
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| Merck & Co (MRK) | 0.2 | $3.2M | 25k | 128.50 |
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| Waste Management (WM) | 0.1 | $3.0M | +3% | 14k | 222.89 |
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| Analog Devices (ADI) | 0.1 | $3.0M | 7.6k | 397.17 |
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| Dynatrace Com New (DT) | 0.1 | $3.0M | +38% | 68k | 43.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.0M | -5% | 39k | 77.11 |
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| Tesla Motors (TSLA) | 0.1 | $2.9M | +3% | 6.9k | 420.60 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $2.9M | -2% | 17k | 166.67 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.8M | -11% | 19k | 148.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.7M | 5.4k | 500.39 |
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| Abbott Laboratories (ABT) | 0.1 | $2.7M | 29k | 90.74 |
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| MetLife (MET) | 0.1 | $2.5M | +3% | 30k | 84.61 |
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| ResMed (RMD) | 0.1 | $2.5M | +28% | 13k | 194.88 |
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| Intuit (INTU) | 0.1 | $2.4M | +54% | 9.2k | 261.00 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $2.3M | +7% | 15k | 158.66 |
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| CRH Ord (CRH) | 0.1 | $2.3M | +5% | 21k | 107.00 |
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| Prologis (PLD) | 0.1 | $2.1M | +3% | 16k | 135.47 |
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| Netflix (NFLX) | 0.1 | $2.0M | +2% | 28k | 71.40 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.0M | 26k | 76.55 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | 34k | 57.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | -20% | 2.6k | 736.37 |
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| Watsco, Incorporated (WSO) | 0.1 | $1.9M | 4.6k | 416.72 |
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| Cme (CME) | 0.1 | $1.8M | -4% | 8.3k | 220.82 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $1.8M | -10% | 21k | 83.07 |
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| Abbvie (ABBV) | 0.1 | $1.7M | 6.9k | 251.64 |
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| Intel Corporation (INTC) | 0.1 | $1.7M | +26% | 12k | 139.63 |
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| Entergy Corporation (ETR) | 0.1 | $1.7M | 15k | 114.86 |
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| Wec Energy Group (WEC) | 0.1 | $1.6M | 14k | 116.77 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $1.6M | 35k | 44.36 |
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| Snap-on Incorporated (SNA) | 0.1 | $1.5M | +3% | 3.8k | 402.40 |
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| Quanta Services (PWR) | 0.1 | $1.5M | 2.1k | 720.05 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 |
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| Ross Stores (ROST) | 0.1 | $1.5M | +32% | 6.9k | 212.85 |
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| Chevron Corporation (CVX) | 0.1 | $1.5M | +9% | 8.9k | 165.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | 15k | 96.58 |
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| Norfolk Southern (NSC) | 0.1 | $1.5M | 4.6k | 314.59 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $1.4M | +10% | 27k | 51.78 |
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| Moody's Corporation (MCO) | 0.1 | $1.4M | +8% | 3.1k | 452.92 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.4M | 3.3k | 426.12 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $1.4M | -5% | 7.4k | 185.14 |
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| ConocoPhillips (COP) | 0.1 | $1.3M | 13k | 103.96 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +79% | 2.3k | 580.91 |
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| Ingredion Incorporated (INGR) | 0.1 | $1.3M | +6% | 14k | 94.71 |
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| Fastenal Company (FAST) | 0.1 | $1.3M | 27k | 48.03 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $1.3M | NEW | 8.4k | 151.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | +29% | 6.6k | 189.74 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.2M | -16% | 23k | 53.61 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | 4.9k | 252.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | 17k | 71.25 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | -12% | 12k | 96.44 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | +50% | 2.6k | 433.33 |
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| Kinder Morgan (KMI) | 0.1 | $1.1M | +3% | 36k | 31.97 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | -2% | 26k | 42.34 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $1.1M | -17% | 10k | 107.13 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $1.1M | -18% | 9.4k | 117.29 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0M | -12% | 41k | 24.55 |
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| International Business Machines (IBM) | 0.0 | $1.0M | +39% | 3.6k | 281.24 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.0M | +23% | 9.1k | 110.32 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $1000k | -33% | 11k | 91.64 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $990k | +81% | 5.3k | 185.23 |
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| Ge Aerospace Com New (GE) | 0.0 | $986k | -2% | 2.6k | 373.73 |
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| Oracle Corporation (ORCL) | 0.0 | $971k | 6.6k | 146.54 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $949k | 7.1k | 132.84 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $948k | +700% | 7.9k | 119.52 |
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| Lowe's Companies (LOW) | 0.0 | $940k | 4.3k | 220.49 |
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| Xylem (XYL) | 0.0 | $931k | +3% | 7.9k | 118.21 |
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| WSFS Financial Corporation (WSFS) | 0.0 | $891k | 12k | 76.73 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $877k | 12k | 75.79 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $844k | -85% | 15k | 57.67 |
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| Equifax (EFX) | 0.0 | $833k | 5.3k | 158.72 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $828k | 6.7k | 124.42 |
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| PNC Financial Services (PNC) | 0.0 | $806k | +7% | 3.3k | 246.22 |
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| Coca-Cola Company (KO) | 0.0 | $767k | 9.4k | 81.27 |
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| Linde SHS (LIN) | 0.0 | $760k | 1.5k | 518.94 |
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| Constellation Energy (CEG) | 0.0 | $754k | 3.0k | 248.37 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $743k | 5.1k | 146.40 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $743k | 13k | 58.20 |
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| Ge Vernova (GEV) | 0.0 | $734k | -6% | 625.00 | 1174.86 |
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| D.R. Horton (DHI) | 0.0 | $724k | -4% | 4.4k | 162.88 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $723k | -57% | 12k | 62.05 |
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| PPL Corporation (PPL) | 0.0 | $710k | 20k | 36.35 |
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| Altria (MO) | 0.0 | $700k | -4% | 9.7k | 71.95 |
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| Starbucks Corporation (SBUX) | 0.0 | $670k | 6.6k | 102.19 |
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| Boeing Company (BA) | 0.0 | $661k | +45% | 3.1k | 216.46 |
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| Cintas Corporation (CTAS) | 0.0 | $644k | 3.8k | 170.08 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $633k | 2.6k | 242.98 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $623k | 1.6k | 393.86 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $607k | -2% | 3.7k | 164.27 |
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| Walt Disney Company (DIS) | 0.0 | $601k | -2% | 6.2k | 96.24 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $592k | +79% | 4.7k | 126.58 |
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| Southern Company (SO) | 0.0 | $591k | +48% | 6.2k | 95.71 |
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| Morgan Stanley Com New (MS) | 0.0 | $582k | +13% | 2.8k | 209.07 |
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| Stryker Corporation (SYK) | 0.0 | $580k | 1.8k | 314.77 |
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| Capital One Financial (COF) | 0.0 | $554k | +14% | 2.8k | 200.62 |
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| O'reilly Automotive (ORLY) | 0.0 | $552k | 6.0k | 92.09 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $550k | 3.7k | 150.13 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $537k | -4% | 5.6k | 95.45 |
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| Cardinal Health (CAH) | 0.0 | $534k | +6% | 2.2k | 237.56 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $525k | 1.7k | 303.05 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $516k | -10% | 7.6k | 67.56 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $510k | 1.7k | 306.26 |
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| Phillips 66 (PSX) | 0.0 | $502k | 3.0k | 169.03 |
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| Chubb (CB) | 0.0 | $495k | 1.5k | 340.74 |
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| McKesson Corporation (MCK) | 0.0 | $489k | +6% | 647.00 | 755.60 |
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| Travelers Companies (TRV) | 0.0 | $486k | 1.5k | 330.02 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $463k | 11k | 41.25 |
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| Marriott Intl Cl A (MAR) | 0.0 | $461k | 1.2k | 370.59 |
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| Hershey Company (HSY) | 0.0 | $457k | -2% | 2.6k | 175.45 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $456k | +300% | 5.7k | 80.56 |
|
| Nucor Corporation (NUE) | 0.0 | $455k | 2.0k | 222.76 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $451k | +164% | 3.6k | 124.17 |
|
| General Dynamics Corporation (GD) | 0.0 | $442k | -2% | 1.2k | 354.24 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $437k | -4% | 1.2k | 368.38 |
|
| Exelon Corporation (EXC) | 0.0 | $433k | 9.3k | 46.62 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $427k | +2% | 5.2k | 82.64 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $425k | NEW | 557.00 | 763.14 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $420k | NEW | 4.0k | 103.89 |
|
| Illinois Tool Works (ITW) | 0.0 | $418k | 1.5k | 270.47 |
|
|
| Allstate Corporation (ALL) | 0.0 | $418k | +11% | 1.8k | 237.92 |
|
| Goldman Sachs (GS) | 0.0 | $411k | +32% | 406.00 | 1011.37 |
|
| Trane Technologies SHS (TT) | 0.0 | $407k | +14% | 830.00 | 490.87 |
|
| Roper Industries (ROP) | 0.0 | $407k | -62% | 1.2k | 338.49 |
|
| Marvell Technology (MRVL) | 0.0 | $407k | NEW | 1.4k | 297.89 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $402k | +5% | 13k | 31.71 |
|
| Deere & Company (DE) | 0.0 | $398k | 628.00 | 634.33 |
|
|
| Essential Utils (WTRG) | 0.0 | $376k | +89% | 9.8k | 38.31 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $368k | 3.0k | 124.76 |
|
|
| Honeywell International (HON) | 0.0 | $358k | NEW | 1.6k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.0 | $354k | NEW | 1.6k | 221.08 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $350k | +3% | 2.7k | 127.80 |
|
| Qualcomm (QCOM) | 0.0 | $346k | +7% | 1.9k | 184.74 |
|
| Emerson Electric (EMR) | 0.0 | $346k | 2.4k | 143.15 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $335k | 2.4k | 137.55 |
|
|
| At&t (T) | 0.0 | $334k | 16k | 20.70 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $332k | NEW | 344.00 | 965.00 |
|
| Cummins (CMI) | 0.0 | $316k | NEW | 443.00 | 713.21 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $310k | 4.1k | 75.51 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $305k | 7.6k | 40.21 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $305k | NEW | 1.0k | 301.71 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $290k | 843.00 | 343.91 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $289k | +19% | 2.5k | 116.67 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $285k | NEW | 957.00 | 297.97 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $276k | -27% | 1.2k | 236.62 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $274k | NEW | 10k | 27.41 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $268k | +11% | 2.5k | 106.31 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $262k | NEW | 5.0k | 52.76 |
|
| State Street Corporation (STT) | 0.0 | $253k | NEW | 1.5k | 169.55 |
|
| 3M Company (MMM) | 0.0 | $252k | 1.6k | 161.92 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $252k | -7% | 3.0k | 82.65 |
|
| Public Service Enterprise (PEG) | 0.0 | $252k | 3.1k | 81.16 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $251k | +11% | 1.7k | 151.33 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $246k | 2.2k | 114.18 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $244k | NEW | 4.6k | 53.17 |
|
| Citigroup Com New (C) | 0.0 | $244k | NEW | 1.7k | 139.96 |
|
| W.W. Grainger (GWW) | 0.0 | $241k | -10% | 177.00 | 1360.40 |
|
| AutoZone (AZO) | 0.0 | $240k | 75.00 | 3195.95 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $231k | NEW | 2.3k | 98.98 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $230k | 1.5k | 156.30 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $230k | 1.4k | 163.45 |
|
|
| FirstEnergy (FE) | 0.0 | $229k | NEW | 4.8k | 47.54 |
|
| Yum! Brands (YUM) | 0.0 | $226k | 1.4k | 159.86 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $225k | NEW | 550.00 | 409.50 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $223k | 3.0k | 73.41 |
|
|
| AmerisourceBergen (COR) | 0.0 | $220k | 778.00 | 282.98 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $218k | NEW | 851.00 | 255.67 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $217k | NEW | 4.2k | 51.51 |
|
| Dominion Resources (D) | 0.0 | $215k | NEW | 3.2k | 68.29 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $215k | NEW | 449.00 | 477.87 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $212k | NEW | 301.00 | 703.65 |
|
| Booking Holdings (BKNG) | 0.0 | $210k | NEW | 1.2k | 178.19 |
|
| American Electric Power Company (AEP) | 0.0 | $207k | NEW | 1.5k | 136.77 |
|
| Caci Intl Cl A (CACI) | 0.0 | $202k | 435.00 | 463.26 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $201k | NEW | 385.00 | 522.39 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $201k | NEW | 1.3k | 158.03 |
|
| Timkensteel (MTUS) | 0.0 | $187k | 10k | 18.69 |
|
|
| Encore Energy Corp Com New (EU) | 0.0 | $20k | 15k | 1.31 |
|
|
| Hyperfine Com Cl A (HYPR) | 0.0 | $15k | 11k | 1.35 |
|
Past Filings by UNIVEST FINANCIAL Corp
SEC 13F filings are viewable for UNIVEST FINANCIAL Corp going back to 2011
- UNIVEST FINANCIAL Corp 2026 Q2 filed Aug. 7, 2026
- UNIVEST FINANCIAL Corp 2026 Q1 filed May 1, 2026
- 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