UNIVEST FINANCIAL Corp as of March 31, 2025
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 | 2.0M | 62.10 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 7.7 | $117M | 1.8M | 65.76 | |
| Apple (AAPL) | 5.8 | $88M | 398k | 222.13 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 4.9 | $75M | 2.9M | 25.54 | |
| Microsoft Corporation (MSFT) | 4.1 | $63M | 167k | 375.39 | |
| Amazon (AMZN) | 2.6 | $39M | 206k | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $39M | 249k | 154.64 | |
| Meta Platforms Cl A (META) | 2.3 | $36M | 62k | 576.36 | |
| Ishares Tr Core Total Usd (IUSB) | 2.1 | $32M | 683k | 46.08 | |
| NVIDIA Corporation (NVDA) | 1.9 | $30M | 273k | 108.38 | |
| Visa Com Cl A (V) | 1.7 | $26M | 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 | 26k | 946.47 | |
| Nextera Energy (NEE) | 1.6 | $25M | 346k | 70.89 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $23M | 44k | 513.91 | |
| S&p Global (SPGI) | 1.1 | $17M | 34k | 508.11 | |
| Costco Wholesale Corporation (COST) | 1.1 | $17M | 18k | 945.78 | |
| UnitedHealth (UNH) | 1.1 | $17M | 33k | 523.74 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $16M | 31k | 497.60 | |
| Eli Lilly & Co. (LLY) | 1.0 | $15M | 18k | 825.91 | |
| Univest Corp. of PA (UVSP) | 1.0 | $15M | 521k | 28.36 | |
| American Tower Reit (AMT) | 0.9 | $14M | 65k | 217.60 | |
| salesforce (CRM) | 0.9 | $14M | 52k | 268.36 | |
| Ishares Tr National Mun Etf (MUB) | 0.9 | $14M | 130k | 105.44 | |
| Applied Materials (AMAT) | 0.8 | $13M | 87k | 145.12 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.8 | $12M | 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 | 18k | 634.23 | |
| Mondelez Intl Cl A (MDLZ) | 0.8 | $12M | 172k | 67.85 | |
| Ss&c Technologies Holding (SSNC) | 0.8 | $12M | 139k | 83.53 | |
| L3harris Technologies (LHX) | 0.8 | $12M | 56k | 209.31 | |
| TJX Companies (TJX) | 0.8 | $12M | 94k | 121.80 | |
| American Express Company (AXP) | 0.7 | $11M | 42k | 269.05 | |
| Philip Morris International (PM) | 0.7 | $11M | 69k | 158.73 | |
| Te Connectivity Ord Shs (TEL) | 0.7 | $11M | 78k | 141.32 | |
| Zoetis Cl A (ZTS) | 0.7 | $10M | 62k | 164.65 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $10M | 128k | 78.28 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.7M | 40k | 245.30 | |
| Pool Corporation (POOL) | 0.6 | $9.6M | 30k | 318.35 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $9.5M | 234k | 40.76 | |
| United Rentals (URI) | 0.6 | $9.3M | 15k | 626.70 | |
| Roper Industries (ROP) | 0.6 | $9.2M | 16k | 589.58 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.2M | 30k | 274.84 | |
| FedEx Corporation (FDX) | 0.5 | $8.2M | 33k | 243.78 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $7.7M | 20k | 383.53 | |
| Bank of America Corporation (BAC) | 0.5 | $7.6M | 182k | 41.73 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $7.6M | 21k | 366.54 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $7.4M | 24k | 312.03 | |
| Home Depot (HD) | 0.5 | $7.2M | 20k | 366.49 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $7.1M | 41k | 172.74 | |
| Intercontinental Exchange (ICE) | 0.4 | $6.5M | 38k | 172.50 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $5.7M | 76k | 75.65 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $5.7M | 71k | 80.37 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $5.4M | 3.9k | 1383.29 | |
| Fortinet (FTNT) | 0.3 | $5.3M | 55k | 96.26 | |
| Ecolab (ECL) | 0.3 | $5.2M | 21k | 253.52 | |
| Charles River Laboratories (CRL) | 0.3 | $5.2M | 34k | 150.52 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $5.1M | 35k | 146.01 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $5.0M | 36k | 139.78 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $4.7M | 20k | 231.64 | |
| Arista Networks Com Shs (ANET) | 0.3 | $4.7M | 60k | 77.48 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $4.6M | 10k | 446.73 | |
| Procter & Gamble Company (PG) | 0.3 | $4.5M | 26k | 170.42 | |
| Monster Beverage Corp (MNST) | 0.3 | $4.4M | 75k | 58.52 | |
| Pepsi (PEP) | 0.3 | $4.3M | 29k | 149.94 | |
| Wal-Mart Stores (WMT) | 0.3 | $4.3M | 49k | 87.79 | |
| Amgen (AMGN) | 0.3 | $4.2M | 14k | 311.55 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $4.2M | 35k | 118.93 | |
| Merck & Co (MRK) | 0.3 | $4.2M | 47k | 89.76 | |
| Equinix (EQIX) | 0.3 | $4.1M | 5.1k | 815.35 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.1M | 7.4k | 548.11 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $4.1M | 8.2k | 495.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.0M | 26k | 156.23 | |
| McDonald's Corporation (MCD) | 0.3 | $4.0M | 13k | 312.37 | |
| ExlService Holdings (EXLS) | 0.2 | $3.8M | 80k | 47.21 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.6M | 61k | 59.94 | |
| IDEXX Laboratories (IDXX) | 0.2 | $3.6M | 8.5k | 419.95 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.6M | 6.3k | 561.90 | |
| Servicenow (NOW) | 0.2 | $3.5M | 4.4k | 796.14 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $3.4M | 5.6k | 607.85 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.4M | 14k | 236.23 | |
| Uber Technologies (UBER) | 0.2 | $3.3M | 45k | 72.86 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.1M | 63k | 49.62 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $3.0M | 15k | 206.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.0M | 5.6k | 532.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.9M | 5.2k | 559.39 | |
| Chevron Corporation (CVX) | 0.2 | $2.9M | 17k | 167.29 | |
| Abbott Laboratories (ABT) | 0.2 | $2.8M | 21k | 132.65 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $2.8M | 78k | 36.41 | |
| Cisco Systems (CSCO) | 0.2 | $2.8M | 45k | 61.71 | |
| Synopsys (SNPS) | 0.2 | $2.8M | 6.5k | 428.85 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $2.8M | 29k | 95.30 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | 47k | 58.35 | |
| Watsco, Incorporated (WSO) | 0.2 | $2.7M | 5.3k | 508.30 | |
| Waste Management (WM) | 0.2 | $2.7M | 12k | 231.51 | |
| Honeywell International (HON) | 0.2 | $2.7M | 13k | 211.75 | |
| Aptiv Com Shs (APTV) | 0.2 | $2.5M | 43k | 59.50 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.5M | 6.8k | 370.82 | |
| ResMed (RMD) | 0.2 | $2.5M | 11k | 223.85 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $2.4M | 25k | 97.60 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $2.4M | 29k | 83.00 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $2.4M | 47k | 51.13 | |
| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.4M | 26k | 93.78 | |
| Cme (CME) | 0.2 | $2.4M | 9.0k | 265.29 | |
| MetLife (MET) | 0.2 | $2.4M | 30k | 80.29 | |
| Autodesk (ADSK) | 0.2 | $2.4M | 9.0k | 261.80 | |
| Netflix (NFLX) | 0.2 | $2.3M | 2.5k | 932.53 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.3M | 28k | 81.67 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.2M | 46k | 48.82 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | 35k | 60.99 | |
| Emcor (EME) | 0.1 | $2.1M | 5.8k | 369.63 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $2.1M | 8.7k | 244.02 | |
| Intuit (INTU) | 0.1 | $2.0M | 3.3k | 613.90 | |
| Gartner (IT) | 0.1 | $2.0M | 4.8k | 419.74 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.9M | 7.6k | 255.53 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.9M | 12k | 160.54 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.9M | 52k | 36.90 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $1.9M | 16k | 119.46 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.9M | 3.9k | 484.82 | |
| Verizon Communications (VZ) | 0.1 | $1.8M | 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 | 24k | 73.45 | |
| Wec Energy Group (WEC) | 0.1 | $1.7M | 15k | 108.98 | |
| Darling International (DAR) | 0.1 | $1.7M | 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 | 7.9k | 201.68 | |
| Abbvie (ABBV) | 0.1 | $1.6M | 7.6k | 209.52 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.6M | 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 | 15k | 104.57 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.5M | 10k | 147.72 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.5M | 12k | 125.97 | |
| Ingredion Incorporated (INGR) | 0.1 | $1.4M | 11k | 135.21 | |
| Casey's General Stores (CASY) | 0.1 | $1.4M | 3.3k | 434.04 | |
| Caterpillar (CAT) | 0.1 | $1.4M | 4.3k | 329.80 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | 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 | 12k | 111.79 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.3M | 27k | 50.83 | |
| Lamb Weston Hldgs (LW) | 0.1 | $1.3M | 25k | 53.30 | |
| Entergy Corporation (ETR) | 0.1 | $1.3M | 15k | 85.49 | |
| Equifax (EFX) | 0.1 | $1.3M | 5.3k | 243.56 | |
| Corning Incorporated (GLW) | 0.1 | $1.3M | 28k | 45.78 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.3M | 38k | 32.99 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | 8.1k | 150.98 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $1.2M | 23k | 51.18 | |
| Fastenal Company (FAST) | 0.1 | $1.1M | 15k | 77.55 | |
| CRH Ord (CRH) | 0.1 | $1.1M | 13k | 87.97 | |
| Snap-on Incorporated (SNA) | 0.1 | $1.1M | 3.2k | 337.03 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 2.3k | 468.90 | |
| Oracle Corporation (ORCL) | 0.1 | $1.0M | 7.4k | 139.80 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.0M | 21k | 49.81 | |
| Lowe's Companies (LOW) | 0.1 | $996k | 4.3k | 233.23 | |
| D.R. Horton (DHI) | 0.1 | $990k | 7.8k | 127.13 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $965k | 10k | 96.45 | |
| Coca-Cola Company (KO) | 0.1 | $949k | 13k | 71.62 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $928k | 4.2k | 221.72 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $925k | 7.9k | 116.98 | |
| Eaton Corp SHS (ETN) | 0.1 | $905k | 3.3k | 271.83 | |
| Kinder Morgan (KMI) | 0.1 | $881k | 31k | 28.53 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $877k | 10k | 85.07 | |
| Norfolk Southern (NSC) | 0.1 | $876k | 3.7k | 236.85 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $865k | 4.4k | 197.46 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $824k | 9.1k | 90.54 | |
| Walt Disney Company (DIS) | 0.1 | $808k | 8.2k | 98.70 | |
| Altria (MO) | 0.1 | $802k | 13k | 60.02 | |
| PPL Corporation (PPL) | 0.1 | $798k | 22k | 36.11 | |
| Cintas Corporation (CTAS) | 0.1 | $793k | 3.9k | 205.55 | |
| Stryker Corporation (SYK) | 0.1 | $789k | 2.1k | 372.29 | |
| Hershey Company (HSY) | 0.0 | $758k | 4.4k | 171.03 | |
| Avery Dennison Corporation (AVY) | 0.0 | $758k | 4.3k | 177.97 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $737k | 5.3k | 140.44 | |
| Linde SHS (LIN) | 0.0 | $722k | 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 | 3.8k | 186.27 | |
| O'reilly Automotive (ORLY) | 0.0 | $695k | 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 | |
| PNC Financial Services (PNC) | 0.0 | $679k | 3.9k | 175.77 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $664k | 2.2k | 306.74 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $645k | 4.9k | 132.46 | |
| ConocoPhillips (COP) | 0.0 | $643k | 6.1k | 105.03 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $638k | 11k | 60.66 | |
| Constellation Energy (CEG) | 0.0 | $635k | 3.1k | 201.63 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $634k | 6.3k | 100.01 | |
| International Business Machines (IBM) | 0.0 | $632k | 2.5k | 248.63 | |
| WSFS Financial Corporation (WSFS) | 0.0 | $617k | 12k | 51.87 | |
| Starbucks Corporation (SBUX) | 0.0 | $603k | 6.1k | 98.09 | |
| Ross Stores (ROST) | 0.0 | $596k | 4.7k | 127.79 | |
| Ge Aerospace Com New (GE) | 0.0 | $563k | 2.8k | 200.15 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $556k | 9.5k | 58.69 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $538k | 4.4k | 122.01 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $533k | 4.5k | 117.49 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $532k | 6.7k | 78.89 | |
| Quanta Services (PWR) | 0.0 | $531k | 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 | 13k | 39.37 | |
| At&t (T) | 0.0 | $491k | 17k | 28.28 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $475k | 3.7k | 129.71 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $475k | 1.8k | 258.56 | |
| Paychex (PAYX) | 0.0 | $468k | 3.0k | 154.28 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $463k | 5.9k | 78.85 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $459k | 3.5k | 131.05 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $450k | 9.0k | 50.23 | |
| Chubb (CB) | 0.0 | $437k | 1.4k | 301.99 | |
| Southern Company (SO) | 0.0 | $437k | 4.8k | 91.95 | |
| Travelers Companies (TRV) | 0.0 | $430k | 1.6k | 264.39 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $430k | 6.8k | 63.53 | |
| Wells Fargo & Company (WFC) | 0.0 | $428k | 6.0k | 71.79 | |
| Boeing Company (BA) | 0.0 | $425k | 2.5k | 170.52 | |
| Exelon Corporation (EXC) | 0.0 | $424k | 9.2k | 46.08 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $406k | 1.7k | 244.62 | |
| Phillips 66 (PSX) | 0.0 | $396k | 3.2k | 123.49 | |
| Illinois Tool Works (ITW) | 0.0 | $393k | 1.6k | 248.01 | |
| PPG Industries (PPG) | 0.0 | $381k | 3.5k | 109.35 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $380k | 701.00 | 542.38 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $379k | 3.1k | 121.97 | |
| Cardinal Health (CAH) | 0.0 | $372k | 2.7k | 137.77 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $370k | 9.3k | 39.69 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $361k | 14k | 26.20 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $358k | 2.1k | 170.87 | |
| General Dynamics Corporation (GD) | 0.0 | $357k | 1.3k | 272.58 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $354k | 3.8k | 92.82 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $351k | 4.3k | 81.73 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $351k | 11k | 31.23 | |
| Fiserv (FI) | 0.0 | $331k | 1.5k | 220.83 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $323k | 4.6k | 69.82 | |
| Becton, Dickinson and (BDX) | 0.0 | $321k | 1.4k | 229.06 | |
| Allstate Corporation (ALL) | 0.0 | $320k | 1.5k | 207.03 | |
| Marriott Intl Cl A (MAR) | 0.0 | $316k | 1.3k | 238.20 | |
| Verisk Analytics (VRSK) | 0.0 | $310k | 1.0k | 297.62 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $306k | 3.8k | 79.86 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $298k | 11k | 27.96 | |
| Qualcomm (QCOM) | 0.0 | $296k | 1.9k | 153.57 | |
| Emerson Electric (EMR) | 0.0 | $295k | 2.7k | 109.64 | |
| Deere & Company (DE) | 0.0 | $295k | 628.00 | 469.35 | |
| Morgan Stanley Com New (MS) | 0.0 | $289k | 2.5k | 116.65 | |
| AutoZone (AZO) | 0.0 | $286k | 75.00 | 3812.76 | |
| Automatic Data Processing (ADP) | 0.0 | $264k | 865.00 | 305.65 | |
| Public Service Enterprise (PEG) | 0.0 | $260k | 3.2k | 82.30 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $257k | 3.0k | 87.17 | |
| Nucor Corporation (NUE) | 0.0 | $248k | 2.1k | 120.35 | |
| Trane Technologies SHS (TT) | 0.0 | $242k | 720.00 | 336.69 | |
| BP Sponsored Adr (BP) | 0.0 | $240k | 7.1k | 33.79 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $239k | 2.9k | 81.75 | |
| 3M Company (MMM) | 0.0 | $238k | 1.6k | 146.87 | |
| Capital One Financial (COF) | 0.0 | $234k | 1.3k | 179.30 | |
| Nike CL B (NKE) | 0.0 | $234k | 3.7k | 63.48 | |
| Fair Isaac Corporation (FICO) | 0.0 | $234k | 127.00 | 1840.46 | |
| Valero Energy Corporation (VLO) | 0.0 | $229k | 1.7k | 132.06 | |
| Yum! Brands (YUM) | 0.0 | $227k | 1.4k | 157.40 | |
| Air Products & Chemicals (APD) | 0.0 | $227k | 770.00 | 295.02 | |
| Linkbancorp (LNKB) | 0.0 | $227k | 33k | 6.78 | |
| RPM International (RPM) | 0.0 | $223k | 1.9k | 115.68 | |
| Ge Vernova (GEV) | 0.0 | $222k | 726.00 | 305.28 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $221k | 782.00 | 282.56 | |
| Flowers Foods (FLO) | 0.0 | $219k | 12k | 19.01 | |
| AmerisourceBergen (COR) | 0.0 | $216k | 778.00 | 278.09 | |
| Intel Corporation (INTC) | 0.0 | $214k | 9.4k | 22.71 | |
| Medtronic SHS (MDT) | 0.0 | $214k | 2.4k | 89.86 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $213k | 2.6k | 80.64 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $213k | 9.6k | 22.08 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $212k | 737.00 | 288.14 | |
| Ares Capital Corporation (ARCC) | 0.0 | $210k | 9.5k | 22.16 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $208k | 2.5k | 83.86 | |
| Essential Utils (WTRG) | 0.0 | $205k | 5.2k | 39.53 | |
| Booking Holdings (BKNG) | 0.0 | $203k | 44.00 | 4623.57 | |
| Shopify Cl A (SHOP) | 0.0 | $203k | 2.1k | 95.48 | |
| American Water Works (AWK) | 0.0 | $202k | 1.4k | 147.56 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $200k | 1.6k | 128.84 | |
| Timkensteel (MTUS) | 0.0 | $134k | 10k | 13.36 | |
| Encore Energy Corp Com New (EU) | 0.0 | $21k | 15k | 1.37 | |
| Hyperfine Com Cl A (HYPR) | 0.0 | $7.7k | 11k | 0.72 |
