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, SPAB, MSFT, and represent 30.39% of UNIVEST FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: SPAB (+$18M), NVDA (+$17M), SPLG (+$14M), LLY (+$12M), PM (+$10M), BAC (+$7.1M), URI (+$5.9M), ADBE, ULTA, UBER.
- Started 19 new stock positions in EME, ABNB, INTC, UBER, AWK, HYPR, FICO, SHOP, MGV, COR. CASY, EXC, VRTX, MDT, GLD, WTRG, MMM, BP, YUM.
- Reduced shares in these 10 stocks: VXUS (-$15M), HON (-$9.4M), XLP (-$9.4M), SPTL (-$9.1M), ROP (-$8.8M), XLV (-$7.4M), SLYG (-$7.0M), CRM (-$6.5M), TMO, ACN.
- Sold out of its positions in CDW, CSX, STZ, GPC, GS, GWW, IAGG, MKSI, PFE, MDY. SCHZ, SWKS, UPS, MGK, VONG, VGLT.
- UNIVEST FINANCIAL Corp was a net seller of stock by $-2.5M.
- UNIVEST FINANCIAL Corp has $1.5B in assets under management (AUM), dropping by -3.44%.
- 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 March 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) | 8.0 | $122M | -10% | 2.0M | 62.10 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 7.7 | $117M | +13% | 1.8M | 65.76 |
|
| Apple (AAPL) | 5.8 | $88M | 398k | 222.13 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 4.9 | $75M | +32% | 2.9M | 25.54 |
|
| Microsoft Corporation (MSFT) | 4.1 | $63M | +3% | 167k | 375.39 |
|
| Amazon (AMZN) | 2.6 | $39M | +6% | 206k | 190.26 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $39M | +8% | 249k | 154.64 |
|
| Meta Platforms Cl A (META) | 2.3 | $36M | -2% | 62k | 576.36 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.1 | $32M | -8% | 683k | 46.08 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $30M | +131% | 273k | 108.38 |
|
| Visa Com Cl A (V) | 1.7 | $26M | -8% | 74k | 350.46 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.7 | $26M | 276k | 93.45 |
|
|
| Broadcom (AVGO) | 1.7 | $25M | 151k | 167.43 |
|
|
| Blackrock (BLK) | 1.6 | $25M | -11% | 26k | 946.47 |
|
| Nextera Energy (NEE) | 1.6 | $25M | +10% | 346k | 70.89 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $23M | -2% | 44k | 513.91 |
|
| S&p Global (SPGI) | 1.1 | $17M | 34k | 508.11 |
|
|
| Costco Wholesale Corporation (COST) | 1.1 | $17M | -13% | 18k | 945.78 |
|
| UnitedHealth (UNH) | 1.1 | $17M | +3% | 33k | 523.74 |
|
| Thermo Fisher Scientific (TMO) | 1.0 | $16M | -21% | 31k | 497.60 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $15M | +468% | 18k | 825.91 |
|
| Univest Corp. of PA (UVSP) | 1.0 | $15M | -2% | 521k | 28.36 |
|
| American Tower Reit (AMT) | 0.9 | $14M | -3% | 65k | 217.60 |
|
| salesforce (CRM) | 0.9 | $14M | -31% | 52k | 268.36 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $14M | +22% | 130k | 105.44 |
|
| Applied Materials (AMAT) | 0.8 | $13M | -13% | 87k | 145.12 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.8 | $12M | -42% | 456k | 27.26 |
|
| Sherwin-Williams Company (SHW) | 0.8 | $12M | 35k | 349.19 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $12M | 71k | 165.84 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.8 | $12M | +29% | 18k | 634.23 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $12M | +32% | 172k | 67.85 |
|
| Ss&c Technologies Holding (SSNC) | 0.8 | $12M | -6% | 139k | 83.53 |
|
| L3harris Technologies (LHX) | 0.8 | $12M | +32% | 56k | 209.31 |
|
| TJX Companies (TJX) | 0.8 | $12M | 94k | 121.80 |
|
|
| American Express Company (AXP) | 0.7 | $11M | -10% | 42k | 269.05 |
|
| Philip Morris International (PM) | 0.7 | $11M | +1481% | 69k | 158.73 |
|
| Te Connectivity Ord Shs (TEL) | 0.7 | $11M | 78k | 141.32 |
|
|
| Zoetis Cl A (ZTS) | 0.7 | $10M | -16% | 62k | 164.65 |
|
| Charles Schwab Corporation (SCHW) | 0.7 | $10M | -6% | 128k | 78.28 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.7M | -2% | 40k | 245.30 |
|
| Pool Corporation (POOL) | 0.6 | $9.6M | +6% | 30k | 318.35 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $9.5M | +5% | 234k | 40.76 |
|
| United Rentals (URI) | 0.6 | $9.3M | +173% | 15k | 626.70 |
|
| Roper Industries (ROP) | 0.6 | $9.2M | -48% | 16k | 589.58 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.2M | +6% | 30k | 274.84 |
|
| FedEx Corporation (FDX) | 0.5 | $8.2M | -10% | 33k | 243.78 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $7.7M | +154% | 20k | 383.53 |
|
| Bank of America Corporation (BAC) | 0.5 | $7.6M | +1317% | 182k | 41.73 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $7.6M | +95% | 21k | 366.54 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $7.4M | -34% | 24k | 312.03 |
|
| Home Depot (HD) | 0.5 | $7.2M | 20k | 366.49 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $7.1M | +14% | 41k | 172.74 |
|
| Intercontinental Exchange (ICE) | 0.4 | $6.5M | +2% | 38k | 172.50 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $5.7M | -31% | 76k | 75.65 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $5.7M | +10% | 71k | 80.37 |
|
| TransDigm Group Incorporated (TDG) | 0.4 | $5.4M | +2% | 3.9k | 1383.29 |
|
| Fortinet (FTNT) | 0.3 | $5.3M | -25% | 55k | 96.26 |
|
| Ecolab (ECL) | 0.3 | $5.2M | 21k | 253.52 |
|
|
| Charles River Laboratories (CRL) | 0.3 | $5.2M | -15% | 34k | 150.52 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $5.1M | -58% | 35k | 146.01 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $5.0M | +16% | 36k | 139.78 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $4.7M | -17% | 20k | 231.64 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $4.7M | -2% | 60k | 77.48 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $4.6M | -2% | 10k | 446.73 |
|
| Procter & Gamble Company (PG) | 0.3 | $4.5M | +8% | 26k | 170.42 |
|
| Monster Beverage Corp (MNST) | 0.3 | $4.4M | +7% | 75k | 58.52 |
|
| Pepsi (PEP) | 0.3 | $4.3M | +4% | 29k | 149.94 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.3M | -7% | 49k | 87.79 |
|
| Amgen (AMGN) | 0.3 | $4.2M | -4% | 14k | 311.55 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $4.2M | +9% | 35k | 118.93 |
|
| Merck & Co (MRK) | 0.3 | $4.2M | 47k | 89.76 |
|
|
| Equinix (EQIX) | 0.3 | $4.1M | +3% | 5.1k | 815.35 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.1M | +86% | 7.4k | 548.11 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $4.1M | -12% | 8.2k | 495.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.0M | +22% | 26k | 156.23 |
|
| McDonald's Corporation (MCD) | 0.3 | $4.0M | +2% | 13k | 312.37 |
|
| ExlService Holdings (EXLS) | 0.2 | $3.8M | -8% | 80k | 47.21 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.6M | 61k | 59.94 |
|
|
| IDEXX Laboratories (IDXX) | 0.2 | $3.6M | +266% | 8.5k | 419.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.6M | +7% | 6.3k | 561.90 |
|
| Servicenow (NOW) | 0.2 | $3.5M | -29% | 4.4k | 796.14 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $3.4M | +9% | 5.6k | 607.85 |
|
| Union Pacific Corporation (UNP) | 0.2 | $3.4M | +43% | 14k | 236.23 |
|
| Uber Technologies (UBER) | 0.2 | $3.3M | NEW | 45k | 72.86 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.1M | -42% | 63k | 49.62 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $3.0M | -20% | 15k | 206.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.0M | +4% | 5.6k | 532.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.9M | -6% | 5.2k | 559.39 |
|
| Chevron Corporation (CVX) | 0.2 | $2.9M | +2% | 17k | 167.29 |
|
| Abbott Laboratories (ABT) | 0.2 | $2.8M | -25% | 21k | 132.65 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $2.8M | -3% | 78k | 36.41 |
|
| Cisco Systems (CSCO) | 0.2 | $2.8M | -19% | 45k | 61.71 |
|
| Synopsys (SNPS) | 0.2 | $2.8M | +14% | 6.5k | 428.85 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $2.8M | -3% | 29k | 95.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | -13% | 47k | 58.35 |
|
| Watsco, Incorporated (WSO) | 0.2 | $2.7M | +8% | 5.3k | 508.30 |
|
| Waste Management (WM) | 0.2 | $2.7M | 12k | 231.51 |
|
|
| Honeywell International (HON) | 0.2 | $2.7M | -77% | 13k | 211.75 |
|
| Aptiv Com Shs (APTV) | 0.2 | $2.5M | +60% | 43k | 59.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.5M | 6.8k | 370.82 |
|
|
| ResMed (RMD) | 0.2 | $2.5M | -29% | 11k | 223.85 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $2.4M | -22% | 25k | 97.60 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $2.4M | -74% | 29k | 83.00 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $2.4M | -26% | 47k | 51.13 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.4M | +16% | 26k | 93.78 |
|
| Cme (CME) | 0.2 | $2.4M | -12% | 9.0k | 265.29 |
|
| MetLife (MET) | 0.2 | $2.4M | -24% | 30k | 80.29 |
|
| Autodesk (ADSK) | 0.2 | $2.4M | -29% | 9.0k | 261.80 |
|
| Netflix (NFLX) | 0.2 | $2.3M | +548% | 2.5k | 932.53 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.3M | -80% | 28k | 81.67 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.2M | -11% | 46k | 48.82 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | 35k | 60.99 |
|
|
| Emcor (EME) | 0.1 | $2.1M | NEW | 5.8k | 369.63 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.1M | -2% | 8.7k | 244.02 |
|
| Intuit (INTU) | 0.1 | $2.0M | +14% | 3.3k | 613.90 |
|
| Gartner (IT) | 0.1 | $2.0M | -26% | 4.8k | 419.74 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.9M | -5% | 7.6k | 255.53 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.9M | -9% | 12k | 160.54 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.9M | +3% | 52k | 36.90 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.9M | NEW | 16k | 119.46 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.9M | NEW | 3.9k | 484.82 |
|
| Verizon Communications (VZ) | 0.1 | $1.8M | +4% | 41k | 45.36 |
|
| Tesla Motors (TSLA) | 0.1 | $1.8M | 7.0k | 259.16 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.8M | -63% | 24k | 73.45 |
|
| Wec Energy Group (WEC) | 0.1 | $1.7M | -23% | 15k | 108.98 |
|
| Darling International (DAR) | 0.1 | $1.7M | +42% | 54k | 31.24 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.6M | 2.00 | 798441.50 |
|
|
| Analog Devices (ADI) | 0.1 | $1.6M | +5% | 7.9k | 201.68 |
|
| Abbvie (ABBV) | 0.1 | $1.6M | -4% | 7.6k | 209.52 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.6M | -8% | 20k | 79.46 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.5M | 26k | 58.94 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.5M | -40% | 15k | 104.57 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.5M | -6% | 10k | 147.72 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.5M | 12k | 125.97 |
|
|
| Ingredion Incorporated (INGR) | 0.1 | $1.4M | +11% | 11k | 135.21 |
|
| Casey's General Stores (CASY) | 0.1 | $1.4M | NEW | 3.3k | 434.04 |
|
| Caterpillar (CAT) | 0.1 | $1.4M | -3% | 4.3k | 329.80 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | -19% | 26k | 53.97 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $1.4M | 18k | 78.40 |
|
|
| Prologis (PLD) | 0.1 | $1.4M | +28% | 12k | 111.79 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.3M | -40% | 27k | 50.83 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $1.3M | -6% | 25k | 53.30 |
|
| Entergy Corporation (ETR) | 0.1 | $1.3M | -7% | 15k | 85.49 |
|
| Equifax (EFX) | 0.1 | $1.3M | 5.3k | 243.56 |
|
|
| Corning Incorporated (GLW) | 0.1 | $1.3M | +49% | 28k | 45.78 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.3M | -2% | 38k | 32.99 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | -5% | 8.1k | 150.98 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.2M | +20% | 23k | 51.18 |
|
| Fastenal Company (FAST) | 0.1 | $1.1M | -7% | 15k | 77.55 |
|
| CRH Ord (CRH) | 0.1 | $1.1M | +13% | 13k | 87.97 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.1M | -16% | 3.2k | 337.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -9% | 2.3k | 468.90 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.0M | +85% | 7.4k | 139.80 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.0M | -3% | 21k | 49.81 |
|
| Lowe's Companies (LOW) | 0.1 | $996k | +5% | 4.3k | 233.23 |
|
| D.R. Horton (DHI) | 0.1 | $990k | -7% | 7.8k | 127.13 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $965k | -23% | 10k | 96.45 |
|
| Coca-Cola Company (KO) | 0.1 | $949k | +3% | 13k | 71.62 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $928k | -8% | 4.2k | 221.72 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $925k | -59% | 7.9k | 116.98 |
|
| Eaton Corp SHS (ETN) | 0.1 | $905k | 3.3k | 271.83 |
|
|
| Kinder Morgan (KMI) | 0.1 | $881k | -11% | 31k | 28.53 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $877k | -33% | 10k | 85.07 |
|
| Norfolk Southern (NSC) | 0.1 | $876k | 3.7k | 236.85 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $865k | -63% | 4.4k | 197.46 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $824k | -73% | 9.1k | 90.54 |
|
| Walt Disney Company (DIS) | 0.1 | $808k | -22% | 8.2k | 98.70 |
|
| Altria (MO) | 0.1 | $802k | -2% | 13k | 60.02 |
|
| PPL Corporation (PPL) | 0.1 | $798k | -6% | 22k | 36.11 |
|
| Cintas Corporation (CTAS) | 0.1 | $793k | +183% | 3.9k | 205.55 |
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| Stryker Corporation (SYK) | 0.1 | $789k | 2.1k | 372.29 |
|
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| Hershey Company (HSY) | 0.0 | $758k | 4.4k | 171.03 |
|
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| Avery Dennison Corporation (AVY) | 0.0 | $758k | +22% | 4.3k | 177.97 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $737k | 5.3k | 140.44 |
|
|
| Linde SHS (LIN) | 0.0 | $722k | -4% | 1.6k | 465.64 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $703k | 1.9k | 361.00 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $701k | -13% | 3.8k | 186.27 |
|
| O'reilly Automotive (ORLY) | 0.0 | $695k | -10% | 485.00 | 1432.58 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $683k | 11k | 61.78 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $683k | 3.5k | 193.99 |
|
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| PNC Financial Services (PNC) | 0.0 | $679k | -2% | 3.9k | 175.77 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $664k | 2.2k | 306.74 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $645k | +7% | 4.9k | 132.46 |
|
| ConocoPhillips (COP) | 0.0 | $643k | -8% | 6.1k | 105.03 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $638k | -16% | 11k | 60.66 |
|
| Constellation Energy (CEG) | 0.0 | $635k | +6% | 3.1k | 201.63 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $634k | -5% | 6.3k | 100.01 |
|
| International Business Machines (IBM) | 0.0 | $632k | +33% | 2.5k | 248.63 |
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| WSFS Financial Corporation (WSFS) | 0.0 | $617k | 12k | 51.87 |
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| Starbucks Corporation (SBUX) | 0.0 | $603k | +7% | 6.1k | 98.09 |
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| Ross Stores (ROST) | 0.0 | $596k | 4.7k | 127.79 |
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| Ge Aerospace Com New (GE) | 0.0 | $563k | +2% | 2.8k | 200.15 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $556k | +4% | 9.5k | 58.69 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $538k | -3% | 4.4k | 122.01 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $533k | -8% | 4.5k | 117.49 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $532k | -45% | 6.7k | 78.89 |
|
| Quanta Services (PWR) | 0.0 | $531k | -2% | 2.1k | 254.18 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $522k | 4.1k | 128.95 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $513k | -31% | 13k | 39.37 |
|
| At&t (T) | 0.0 | $491k | +45% | 17k | 28.28 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $475k | -6% | 3.7k | 129.71 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $475k | 1.8k | 258.56 |
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| Paychex (PAYX) | 0.0 | $468k | 3.0k | 154.28 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $463k | -22% | 5.9k | 78.85 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $459k | -22% | 3.5k | 131.05 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $450k | -23% | 9.0k | 50.23 |
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| Chubb (CB) | 0.0 | $437k | +3% | 1.4k | 301.99 |
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| Southern Company (SO) | 0.0 | $437k | +9% | 4.8k | 91.95 |
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| Travelers Companies (TRV) | 0.0 | $430k | -4% | 1.6k | 264.39 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $430k | -81% | 6.8k | 63.53 |
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| Wells Fargo & Company (WFC) | 0.0 | $428k | -2% | 6.0k | 71.79 |
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| Boeing Company (BA) | 0.0 | $425k | -5% | 2.5k | 170.52 |
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| Exelon Corporation (EXC) | 0.0 | $424k | NEW | 9.2k | 46.08 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $406k | 1.7k | 244.62 |
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| Phillips 66 (PSX) | 0.0 | $396k | 3.2k | 123.49 |
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| Illinois Tool Works (ITW) | 0.0 | $393k | 1.6k | 248.01 |
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| PPG Industries (PPG) | 0.0 | $381k | 3.5k | 109.35 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $380k | 701.00 | 542.38 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $379k | -7% | 3.1k | 121.97 |
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| Cardinal Health (CAH) | 0.0 | $372k | 2.7k | 137.77 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $370k | -5% | 9.3k | 39.69 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $361k | 14k | 26.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $358k | 2.1k | 170.87 |
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| General Dynamics Corporation (GD) | 0.0 | $357k | -2% | 1.3k | 272.58 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $354k | 3.8k | 92.82 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $351k | 4.3k | 81.73 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $351k | 11k | 31.23 |
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| Fiserv (FI) | 0.0 | $331k | +36% | 1.5k | 220.83 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $323k | -3% | 4.6k | 69.82 |
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| Becton, Dickinson and (BDX) | 0.0 | $321k | -2% | 1.4k | 229.06 |
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| Allstate Corporation (ALL) | 0.0 | $320k | 1.5k | 207.03 |
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| Marriott Intl Cl A (MAR) | 0.0 | $316k | 1.3k | 238.20 |
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| Verisk Analytics (VRSK) | 0.0 | $310k | -42% | 1.0k | 297.62 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $306k | 3.8k | 79.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $298k | 11k | 27.96 |
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| Qualcomm (QCOM) | 0.0 | $296k | +32% | 1.9k | 153.57 |
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| Emerson Electric (EMR) | 0.0 | $295k | -6% | 2.7k | 109.64 |
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| Deere & Company (DE) | 0.0 | $295k | -20% | 628.00 | 469.35 |
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| Morgan Stanley Com New (MS) | 0.0 | $289k | 2.5k | 116.65 |
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| AutoZone (AZO) | 0.0 | $286k | 75.00 | 3812.76 |
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| Automatic Data Processing (ADP) | 0.0 | $264k | +2% | 865.00 | 305.65 |
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| Public Service Enterprise (PEG) | 0.0 | $260k | 3.2k | 82.30 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $257k | 3.0k | 87.17 |
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| Nucor Corporation (NUE) | 0.0 | $248k | 2.1k | 120.35 |
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| Trane Technologies SHS (TT) | 0.0 | $242k | 720.00 | 336.69 |
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| BP Sponsored Adr (BP) | 0.0 | $240k | NEW | 7.1k | 33.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $239k | 2.9k | 81.75 |
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| 3M Company (MMM) | 0.0 | $238k | NEW | 1.6k | 146.87 |
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| Capital One Financial (COF) | 0.0 | $234k | -18% | 1.3k | 179.30 |
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| Nike CL B (NKE) | 0.0 | $234k | -53% | 3.7k | 63.48 |
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| Fair Isaac Corporation (FICO) | 0.0 | $234k | NEW | 127.00 | 1840.46 |
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| Valero Energy Corporation (VLO) | 0.0 | $229k | +6% | 1.7k | 132.06 |
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| Yum! Brands (YUM) | 0.0 | $227k | NEW | 1.4k | 157.40 |
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| Air Products & Chemicals (APD) | 0.0 | $227k | -35% | 770.00 | 295.02 |
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| Linkbancorp (LNKB) | 0.0 | $227k | 33k | 6.78 |
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| RPM International (RPM) | 0.0 | $223k | +5% | 1.9k | 115.68 |
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| Ge Vernova (GEV) | 0.0 | $222k | -9% | 726.00 | 305.28 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $221k | -17% | 782.00 | 282.56 |
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| Flowers Foods (FLO) | 0.0 | $219k | -78% | 12k | 19.01 |
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| AmerisourceBergen (COR) | 0.0 | $216k | NEW | 778.00 | 278.09 |
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| Intel Corporation (INTC) | 0.0 | $214k | NEW | 9.4k | 22.71 |
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| Medtronic SHS (MDT) | 0.0 | $214k | NEW | 2.4k | 89.86 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $213k | -19% | 2.6k | 80.64 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $213k | 9.6k | 22.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $212k | NEW | 737.00 | 288.14 |
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| Ares Capital Corporation (ARCC) | 0.0 | $210k | 9.5k | 22.16 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $208k | -46% | 2.5k | 83.86 |
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| Essential Utils (WTRG) | 0.0 | $205k | NEW | 5.2k | 39.53 |
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| Booking Holdings (BKNG) | 0.0 | $203k | 44.00 | 4623.57 |
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| Shopify Cl A (SHOP) | 0.0 | $203k | NEW | 2.1k | 95.48 |
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| American Water Works (AWK) | 0.0 | $202k | NEW | 1.4k | 147.56 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $200k | NEW | 1.6k | 128.84 |
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| Timkensteel (MTUS) | 0.0 | $134k | 10k | 13.36 |
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| Encore Energy Corp Com New (EU) | 0.0 | $21k | 15k | 1.37 |
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| Hyperfine Com Cl A (HYPR) | 0.0 | $7.7k | NEW | 11k | 0.72 |
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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 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
- UNIVEST FINANCIAL Corp 2021 Q3 filed Nov. 12, 2021
- UNIVEST FINANCIAL Corp 2021 Q2 filed July 20, 2021