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, MSFT, and represent 29.58% of UNIVEST FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$11M), BR (+$8.2M), SPYM (+$7.8M), MSFT (+$7.6M), FICO (+$7.4M), SNPS (+$6.3M), IUSB, AMZN, SPYG, SPGI.
- Started 8 new stock positions in XYL, BR, MGV, VONV, WTRG, GWW, VONG, MCO.
- Reduced shares in these 10 stocks: MDYG (-$19M), SPAB (-$17M), XLK (-$10M), BIL (-$8.7M), MU (-$8.3M), GOOGL (-$8.1M), SPSM (-$8.0M), SSNC (-$7.6M), XLV (-$6.5M), AMAT.
- Sold out of its positions in IWB, IEMG, IAGG, PPG, PAYX, DIA, SCHX, SCHZ, XLU, VEU.
- UNIVEST FINANCIAL Corp was a net seller of stock by $-45M.
- UNIVEST FINANCIAL Corp has $1.8B in assets under management (AUM), dropping by -5.59%.
- Central Index Key (CIK): 0000102212
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Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 254 positions in its portfolio as reported in the March 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) | 9.2 | $164M | 2.1M | 77.11 |
|
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| Spdr Series Trust State Street Spd (SPYM) | 7.8 | $138M | +5% | 1.8M | 76.54 |
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| Apple (AAPL) | 5.1 | $91M | -4% | 357k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $69M | -10% | 238k | 287.56 |
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| Microsoft Corporation (MSFT) | 3.7 | $65M | +13% | 176k | 370.17 |
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| Spdr Series Trust State Street Spd (SPAB) | 3.5 | $62M | -21% | 2.4M | 25.62 |
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| NVIDIA Corporation (NVDA) | 3.1 | $55M | +8% | 316k | 174.40 |
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| Amazon (AMZN) | 3.1 | $55M | +9% | 264k | 208.27 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 2.9 | $51M | +10% | 1.1M | 46.19 |
|
| Broadcom (AVGO) | 2.4 | $43M | +4% | 140k | 309.51 |
|
| Meta Platforms Cl A (META) | 2.0 | $36M | 62k | 572.13 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.9 | $34M | -7% | 550k | 61.26 |
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| Nextera Energy (NEE) | 1.8 | $31M | -5% | 337k | 92.88 |
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| Eli Lilly & Co. (LLY) | 1.7 | $30M | -2% | 32k | 919.77 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $24M | +2% | 41k | 597.43 |
|
| Visa Com Cl A (V) | 1.3 | $24M | +19% | 78k | 302.24 |
|
| Micron Technology (MU) | 1.2 | $22M | -27% | 65k | 337.84 |
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| S&p Global (SPGI) | 1.1 | $20M | +29% | 46k | 425.34 |
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| Costco Wholesale Corporation (COST) | 1.0 | $18M | 18k | 996.43 |
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| Univest Corp. of PA (UVSP) | 1.0 | $17M | -18% | 502k | 34.26 |
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| Blackrock (BLK) | 1.0 | $17M | 18k | 961.71 |
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| Johnson & Johnson (JNJ) | 0.9 | $17M | 69k | 244.44 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $16M | -3% | 33k | 491.54 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.9 | $16M | +40% | 159k | 97.91 |
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| Ishares Tr National Mun Etf (MUB) | 0.9 | $15M | +4% | 144k | 106.15 |
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| L3harris Technologies (LHX) | 0.8 | $15M | -12% | 43k | 345.15 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.8 | $14M | +344% | 39k | 367.44 |
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| TJX Companies (TJX) | 0.8 | $14M | -4% | 89k | 159.70 |
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| Applied Materials (AMAT) | 0.8 | $14M | -25% | 41k | 341.79 |
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| UnitedHealth (UNH) | 0.8 | $13M | +46% | 50k | 270.59 |
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| Te Connectivity Ord Shs (TEL) | 0.7 | $13M | -4% | 63k | 209.02 |
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| Philip Morris International (PM) | 0.7 | $13M | -6% | 77k | 165.34 |
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| American Express Company (AXP) | 0.7 | $13M | 42k | 302.48 |
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| Fair Isaac Corporation (FICO) | 0.7 | $12M | +148% | 12k | 1067.54 |
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| Synopsys (SNPS) | 0.7 | $12M | +107% | 31k | 396.48 |
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $12M | +13% | 62k | 196.20 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.7 | $12M | -62% | 121k | 95.96 |
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| United Rentals (URI) | 0.6 | $12M | +8% | 16k | 728.56 |
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| American Tower Reit (AMT) | 0.6 | $11M | +46% | 65k | 172.58 |
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| Regeneron Pharmaceuticals (REGN) | 0.6 | $11M | -26% | 14k | 772.64 |
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| salesforce (CRM) | 0.6 | $11M | +29% | 59k | 186.67 |
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| FedEx Corporation (FDX) | 0.6 | $11M | -19% | 30k | 356.18 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $10M | -7% | 34k | 294.16 |
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| Sherwin-Williams Company (SHW) | 0.6 | $9.9M | -13% | 31k | 320.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $9.7M | +5% | 30k | 320.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $9.2M | +26% | 160k | 57.64 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $9.1M | -16% | 97k | 93.98 |
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| Broadridge Financial Solutions (BR) | 0.5 | $8.2M | NEW | 51k | 162.48 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $8.2M | -8% | 16k | 522.71 |
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| Bank of America Corporation (BAC) | 0.4 | $7.8M | +6% | 160k | 48.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.5M | -2% | 26k | 286.86 |
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| Arista Networks Com Shs (ANET) | 0.4 | $7.0M | 57k | 122.78 |
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| Emcor (EME) | 0.4 | $6.6M | -7% | 8.9k | 738.28 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $6.5M | +124% | 27k | 243.08 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $6.4M | +13% | 13k | 499.66 |
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| Casey's General Stores (CASY) | 0.4 | $6.4M | -5% | 8.7k | 727.89 |
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| Zoetis Cl A (ZTS) | 0.3 | $6.2M | +72% | 53k | 118.21 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $6.0M | +60% | 30k | 198.29 |
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| Equinix (EQIX) | 0.3 | $5.8M | +16% | 5.9k | 980.24 |
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| Intercontinental Exchange (ICE) | 0.3 | $5.8M | +8% | 37k | 157.28 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $5.7M | 61k | 93.31 |
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| Home Depot (HD) | 0.3 | $5.6M | -5% | 17k | 328.89 |
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| Wal-Mart Stores (WMT) | 0.3 | $5.6M | 45k | 124.28 |
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| Ecolab (ECL) | 0.3 | $5.6M | 21k | 266.02 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $5.5M | -9% | 32k | 169.66 |
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| Uber Technologies (UBER) | 0.3 | $5.3M | +14% | 74k | 71.93 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $5.1M | -15% | 8.4k | 604.40 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $5.0M | -61% | 103k | 48.32 |
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| Fortinet (FTNT) | 0.3 | $4.8M | +9% | 59k | 81.72 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $4.7M | -9% | 5.2k | 895.24 |
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| Monster Beverage Corp (MNST) | 0.3 | $4.5M | -9% | 63k | 72.46 |
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| McDonald's Corporation (MCD) | 0.2 | $4.4M | +7% | 14k | 310.79 |
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| Pepsi (PEP) | 0.2 | $4.4M | -4% | 29k | 155.29 |
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| Amgen (AMGN) | 0.2 | $4.4M | -4% | 13k | 351.85 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $4.3M | -70% | 33k | 132.90 |
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| Spdr Series Trust State Street Spd (JNK) | 0.2 | $4.2M | +17% | 44k | 95.72 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $4.2M | +7% | 9.2k | 460.99 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $4.1M | +13% | 43k | 94.95 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $4.1M | +3% | 3.5k | 1158.96 |
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| Darling International (DAR) | 0.2 | $4.0M | -18% | 64k | 61.85 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $3.9M | +5% | 85k | 45.65 |
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| ExlService Holdings (EXLS) | 0.2 | $3.8M | +27% | 126k | 30.45 |
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| IDEXX Laboratories (IDXX) | 0.2 | $3.7M | 6.6k | 561.89 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $3.7M | -6% | 5.7k | 650.34 |
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| Cisco Systems (CSCO) | 0.2 | $3.6M | 46k | 77.59 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.4M | -19% | 69k | 49.89 |
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| Procter & Gamble Company (PG) | 0.2 | $3.3M | -3% | 23k | 144.44 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $3.3M | +17% | 69k | 48.05 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $3.2M | +15% | 7.1k | 446.54 |
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| Union Pacific Corporation (UNP) | 0.2 | $3.1M | -8% | 13k | 242.62 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $3.1M | +20% | 18k | 173.45 |
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| Corning Incorporated (GLW) | 0.2 | $3.0M | -21% | 22k | 135.97 |
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| Abbott Laboratories (ABT) | 0.2 | $3.0M | +24% | 29k | 102.67 |
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| Waste Management (WM) | 0.2 | $3.0M | -3% | 13k | 229.79 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.0M | +17% | 16k | 184.28 |
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| Merck & Co (MRK) | 0.2 | $3.0M | -5% | 25k | 120.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.0M | +9% | 26k | 114.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.0M | 6.8k | 436.78 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $2.9M | +12% | 23k | 126.28 |
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| Servicenow (NOW) | 0.2 | $2.9M | +37% | 27k | 104.55 |
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| Caterpillar (CAT) | 0.2 | $2.9M | -2% | 4.0k | 708.46 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | 41k | 67.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.7M | 22k | 124.31 |
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| Netflix (NFLX) | 0.1 | $2.6M | 27k | 96.15 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $2.6M | -3% | 28k | 94.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.6M | -8% | 4.0k | 653.21 |
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| Intuit (INTU) | 0.1 | $2.6M | +82% | 6.0k | 432.38 |
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| Cme (CME) | 0.1 | $2.6M | 8.7k | 295.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.6M | 5.3k | 479.20 |
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| Tesla Motors (TSLA) | 0.1 | $2.5M | +2% | 6.7k | 371.75 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $2.5M | +14% | 26k | 96.62 |
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| Analog Devices (ADI) | 0.1 | $2.4M | -10% | 7.5k | 318.16 |
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| Pool Corporation (POOL) | 0.1 | $2.4M | -43% | 12k | 202.33 |
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| ResMed (RMD) | 0.1 | $2.2M | +9% | 10k | 224.48 |
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| CRH Ord (CRH) | 0.1 | $2.1M | -13% | 20k | 105.12 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | 34k | 60.65 |
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| MetLife (MET) | 0.1 | $2.0M | -3% | 29k | 70.72 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $2.0M | -76% | 14k | 146.61 |
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| Prologis (PLD) | 0.1 | $2.0M | -9% | 15k | 132.18 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $2.0M | -68% | 24k | 81.98 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.9M | 26k | 74.35 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | -14% | 3.3k | 577.16 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $1.9M | -80% | 28k | 67.57 |
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| Dynatrace Com New (DT) | 0.1 | $1.8M | +75% | 49k | 36.98 |
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| ConocoPhillips (COP) | 0.1 | $1.7M | +2% | 13k | 132.00 |
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| Chevron Corporation (CVX) | 0.1 | $1.7M | 8.1k | 206.90 |
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| Watsco, Incorporated (WSO) | 0.1 | $1.7M | +4% | 4.5k | 363.77 |
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| Entergy Corporation (ETR) | 0.1 | $1.6M | -2% | 15k | 112.36 |
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| Wec Energy Group (WEC) | 0.1 | $1.6M | +18% | 14k | 115.77 |
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| Abbvie (ABBV) | 0.1 | $1.5M | -3% | 6.9k | 217.48 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.5M | -85% | 16k | 91.64 |
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| Ingredion Incorporated (INGR) | 0.1 | $1.5M | +25% | 13k | 112.66 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.4M | -2% | 36k | 38.86 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $1.4M | -40% | 13k | 110.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | -14% | 15k | 90.53 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.4M | -42% | 28k | 49.37 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | +77% | 47k | 28.71 |
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| Verizon Communications (VZ) | 0.1 | $1.3M | +15% | 27k | 50.20 |
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| Snap-on Incorporated (SNA) | 0.1 | $1.3M | +3% | 3.7k | 363.22 |
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 4.6k | 287.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.3M | -68% | 14k | 88.70 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.3M | -73% | 12k | 109.00 |
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| Fastenal Company (FAST) | 0.1 | $1.2M | 27k | 46.40 |
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| Moody's Corporation (MCO) | 0.1 | $1.2M | NEW | 2.9k | 436.25 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $1.2M | -17% | 7.8k | 157.35 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.2M | 3.3k | 357.67 |
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| Kinder Morgan (KMI) | 0.1 | $1.2M | -2% | 34k | 33.53 |
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| Quanta Services (PWR) | 0.1 | $1.1M | 2.1k | 549.02 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $1.1M | +28% | 24k | 46.91 |
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| Roper Industries (ROP) | 0.1 | $1.1M | -73% | 3.2k | 353.86 |
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| Ross Stores (ROST) | 0.1 | $1.1M | 5.2k | 216.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | +9% | 17k | 64.08 |
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| Lowe's Companies (LOW) | 0.1 | $1.0M | 4.3k | 236.28 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $982k | +4% | 5.1k | 192.89 |
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| Oracle Corporation (ORCL) | 0.1 | $960k | -2% | 6.5k | 147.11 |
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| Equifax (EFX) | 0.1 | $945k | 5.3k | 180.07 |
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| Xylem (XYL) | 0.1 | $908k | NEW | 7.6k | 119.50 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $895k | -4% | 4.9k | 181.42 |
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| Constellation Energy (CEG) | 0.0 | $851k | 3.0k | 279.25 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $810k | +5% | 12k | 70.18 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $804k | -23% | 7.1k | 113.98 |
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| Honeywell International (HON) | 0.0 | $783k | -4% | 3.5k | 226.01 |
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| Ge Aerospace Com New (GE) | 0.0 | $769k | 2.7k | 283.77 |
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| WSFS Financial Corporation (WSFS) | 0.0 | $760k | 12k | 65.46 |
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| PPL Corporation (PPL) | 0.0 | $752k | 20k | 38.20 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $747k | +17% | 13k | 58.54 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $738k | +8% | 6.6k | 111.38 |
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| Coca-Cola Company (KO) | 0.0 | $725k | -39% | 9.5k | 76.05 |
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| Linde SHS (LIN) | 0.0 | $719k | 1.5k | 495.76 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $713k | -28% | 7.3k | 97.23 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $691k | 991.00 | 697.72 |
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| Altria (MO) | 0.0 | $672k | 10k | 65.99 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $650k | 5.1k | 128.12 |
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| D.R. Horton (DHI) | 0.0 | $642k | -9% | 4.7k | 137.21 |
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| Cintas Corporation (CTAS) | 0.0 | $638k | 3.8k | 169.14 |
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| PNC Financial Services (PNC) | 0.0 | $634k | -11% | 3.0k | 208.05 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $633k | -29% | 3.7k | 173.04 |
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| International Business Machines (IBM) | 0.0 | $620k | 2.6k | 242.42 |
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| Walt Disney Company (DIS) | 0.0 | $614k | -2% | 6.4k | 96.37 |
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| Stryker Corporation (SYK) | 0.0 | $607k | 1.8k | 328.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $584k | -11% | 1.4k | 426.40 |
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| Starbucks Corporation (SBUX) | 0.0 | $581k | -2% | 6.5k | 89.60 |
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| Ge Vernova (GEV) | 0.0 | $581k | +6% | 665.00 | 872.90 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $573k | 2.6k | 217.26 |
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| Hershey Company (HSY) | 0.0 | $558k | 2.7k | 207.89 |
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| O'reilly Automotive (ORLY) | 0.0 | $553k | -4% | 6.0k | 92.31 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $540k | -13% | 3.8k | 142.43 |
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| Phillips 66 (PSX) | 0.0 | $538k | -3% | 3.0k | 182.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $535k | -32% | 1.2k | 430.29 |
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| McKesson Corporation (MCK) | 0.0 | $528k | 610.00 | 865.36 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $527k | -70% | 3.0k | 175.66 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $510k | 5.9k | 86.65 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $504k | -75% | 8.5k | 59.22 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $504k | 1.6k | 313.78 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $477k | -72% | 3.0k | 161.75 |
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| Chubb (CB) | 0.0 | $474k | 1.5k | 325.93 |
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| At&t (T) | 0.0 | $468k | -2% | 16k | 28.99 |
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| Exelon Corporation (EXC) | 0.0 | $451k | +90% | 9.2k | 49.02 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $450k | -16% | 1.7k | 261.97 |
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| Cardinal Health (CAH) | 0.0 | $446k | -22% | 2.1k | 211.31 |
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| Capital One Financial (COF) | 0.0 | $440k | +2% | 2.4k | 182.43 |
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| General Dynamics Corporation (GD) | 0.0 | $438k | 1.3k | 343.22 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $437k | 11k | 38.96 |
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| Travelers Companies (TRV) | 0.0 | $429k | -6% | 1.5k | 291.59 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $428k | 1.7k | 257.33 |
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| Intel Corporation (INTC) | 0.0 | $421k | +7% | 9.5k | 44.13 |
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| Boeing Company (BA) | 0.0 | $418k | -6% | 2.1k | 198.99 |
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| Marriott Intl Cl A (MAR) | 0.0 | $410k | -5% | 1.3k | 327.07 |
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| Illinois Tool Works (ITW) | 0.0 | $407k | 1.6k | 260.29 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $405k | +20% | 1.4k | 287.15 |
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| Morgan Stanley Com New (MS) | 0.0 | $404k | 2.5k | 164.56 |
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| Wells Fargo & Company (WFC) | 0.0 | $403k | -11% | 5.1k | 79.61 |
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| Southern Company (SO) | 0.0 | $402k | 4.2k | 96.52 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $373k | 1.7k | 213.66 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $367k | +14% | 12k | 30.68 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $362k | 4.1k | 88.16 |
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| Deere & Company (DE) | 0.0 | $354k | 628.00 | 563.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $347k | -13% | 1.6k | 215.06 |
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| Nucor Corporation (NUE) | 0.0 | $344k | 2.0k | 169.11 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $341k | 2.6k | 130.94 |
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| Allstate Corporation (ALL) | 0.0 | $326k | +4% | 1.6k | 207.29 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $326k | 3.0k | 110.47 |
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| Emerson Electric (EMR) | 0.0 | $314k | 2.4k | 131.02 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $304k | +36% | 2.1k | 146.28 |
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| Trane Technologies SHS (TT) | 0.0 | $301k | 723.00 | 416.45 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $292k | NEW | 2.7k | 109.67 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $276k | -31% | 2.4k | 113.12 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $274k | -35% | 3.3k | 82.74 |
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| Advanced Micro Devices (AMD) | 0.0 | $261k | 1.3k | 203.43 |
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| Goldman Sachs (GS) | 0.0 | $260k | +7% | 307.00 | 845.99 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $257k | 7.6k | 33.86 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $255k | 2.2k | 118.62 |
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| AutoZone (AZO) | 0.0 | $253k | 75.00 | 3377.76 |
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| Public Service Enterprise (PEG) | 0.0 | $252k | 3.1k | 80.95 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $252k | -29% | 843.00 | 298.85 |
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| AmerisourceBergen (COR) | 0.0 | $244k | 778.00 | 314.14 |
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| Caci Intl Cl A (CACI) | 0.0 | $237k | 435.00 | 543.87 |
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| Becton, Dickinson and (BDX) | 0.0 | $233k | 1.5k | 157.23 |
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| Qualcomm (QCOM) | 0.0 | $225k | -11% | 1.7k | 128.74 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $224k | -69% | 3.0k | 73.64 |
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| 3M Company (MMM) | 0.0 | $223k | -9% | 1.5k | 145.24 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $223k | +3% | 1.5k | 151.41 |
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| Yum! Brands (YUM) | 0.0 | $220k | 1.4k | 155.48 |
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| W.W. Grainger (GWW) | 0.0 | $216k | NEW | 198.00 | 1090.81 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $213k | NEW | 2.3k | 93.73 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $211k | -45% | 4.2k | 49.61 |
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| Essential Utils (WTRG) | 0.0 | $209k | NEW | 5.2k | 40.27 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $205k | -76% | 2.6k | 79.56 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $204k | NEW | 1.4k | 144.95 |
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| Timkensteel (MTUS) | 0.0 | $163k | 10k | 16.34 |
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| Linkbancorp (LNKB) | 0.0 | $92k | -41% | 11k | 8.34 |
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| Encore Energy Corp Com New (EU) | 0.0 | $27k | 15k | 1.80 |
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| Hyperfine Com Cl A (HYPR) | 0.0 | $12k | 11k | 1.08 |
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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 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
- UNIVEST FINANCIAL Corp 2022 Q2 filed Aug. 5, 2022