UNIVEST FINANCIAL Corp as of June 30, 2025
Portfolio Holdings for UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp holds 266 positions in its portfolio as reported in the June 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 | $133M | 1.9M | 69.09 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 7.9 | $132M | 1.8M | 72.69 | |
| Microsoft Corporation (MSFT) | 5.0 | $83M | 167k | 497.41 | |
| Apple (AAPL) | 4.7 | $78M | 382k | 205.17 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 4.6 | $76M | 3.0M | 25.60 | |
| Amazon (AMZN) | 3.2 | $53M | 242k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $52M | 293k | 176.23 | |
| NVIDIA Corporation (NVDA) | 3.0 | $51M | 321k | 157.99 | |
| Meta Platforms Cl A (META) | 2.8 | $47M | 64k | 738.09 | |
| Broadcom (AVGO) | 2.6 | $43M | 156k | 275.65 | |
| Ishares Tr Core Total Usd (IUSB) | 2.0 | $34M | 733k | 46.23 | |
| Select Sector Spdr Tr Energy (XLE) | 1.6 | $26M | 307k | 84.81 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $25M | 43k | 568.03 | |
| Nextera Energy (NEE) | 1.5 | $24M | 350k | 69.42 | |
| Visa Com Cl A (V) | 1.4 | $23M | 65k | 355.05 | |
| Eli Lilly & Co. (LLY) | 1.3 | $22M | 28k | 779.53 | |
| Blackrock (BLK) | 1.3 | $21M | 20k | 1049.25 | |
| S&p Global (SPGI) | 1.2 | $20M | 38k | 527.29 | |
| Costco Wholesale Corporation (COST) | 1.1 | $18M | 18k | 989.94 | |
| Applied Materials (AMAT) | 0.9 | $16M | 86k | 183.07 | |
| Univest Corp. of PA (UVSP) | 0.9 | $15M | 503k | 30.04 | |
| Philip Morris International (PM) | 0.9 | $14M | 79k | 182.13 | |
| L3harris Technologies (LHX) | 0.8 | $14M | 56k | 250.84 | |
| Ishares Tr National Mun Etf (MUB) | 0.8 | $14M | 134k | 104.48 | |
| salesforce (CRM) | 0.8 | $14M | 51k | 272.69 | |
| American Express Company (AXP) | 0.8 | $14M | 42k | 318.98 | |
| American Tower Reit (AMT) | 0.8 | $14M | 61k | 221.02 | |
| Te Connectivity Ord Shs (TEL) | 0.8 | $13M | 77k | 168.67 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $13M | 31k | 405.45 | |
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.7 | $12M | 286k | 42.60 | |
| Mondelez Intl Cl A (MDLZ) | 0.7 | $12M | 178k | 67.44 | |
| Sherwin-Williams Company (SHW) | 0.7 | $12M | 34k | 343.36 | |
| United Rentals (URI) | 0.7 | $12M | 15k | 753.40 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $12M | 127k | 91.24 | |
| TJX Companies (TJX) | 0.7 | $12M | 94k | 123.49 | |
| Ss&c Technologies Holding (SSNC) | 0.7 | $12M | 139k | 82.80 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $11M | 38k | 289.91 | |
| Micron Technology (MU) | 0.6 | $11M | 88k | 123.25 | |
| Johnson & Johnson (JNJ) | 0.6 | $11M | 71k | 152.75 | |
| Regeneron Pharmaceuticals (REGN) | 0.6 | $11M | 21k | 525.00 | |
| UnitedHealth (UNH) | 0.6 | $11M | 34k | 311.97 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.6 | $9.7M | 106k | 91.73 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $9.4M | 24k | 386.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $9.3M | 31k | 303.93 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $9.1M | 20k | 467.82 | |
| Pool Corporation (POOL) | 0.5 | $9.0M | 31k | 291.48 | |
| Zoetis Cl A (ZTS) | 0.5 | $8.8M | 57k | 155.95 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $7.7M | 44k | 176.74 | |
| FedEx Corporation (FDX) | 0.5 | $7.7M | 34k | 227.31 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.5 | $7.7M | 81k | 95.32 | |
| Bank of America Corporation (BAC) | 0.5 | $7.6M | 160k | 47.32 | |
| Roper Industries (ROP) | 0.4 | $7.4M | 13k | 566.84 | |
| Home Depot (HD) | 0.4 | $6.8M | 19k | 366.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $6.8M | 23k | 298.89 | |
| Intercontinental Exchange (ICE) | 0.4 | $6.8M | 37k | 183.47 | |
| Arista Networks Com Shs (ANET) | 0.4 | $6.5M | 64k | 102.31 | |
| IDEXX Laboratories (IDXX) | 0.4 | $6.2M | 12k | 536.34 | |
| Emcor (EME) | 0.4 | $6.1M | 11k | 534.90 | |
| Uber Technologies (UBER) | 0.4 | $6.1M | 65k | 93.30 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $5.8M | 3.8k | 1520.67 | |
| Ecolab (ECL) | 0.3 | $5.6M | 21k | 269.44 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $5.2M | 9.3k | 561.94 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $5.1M | 18k | 287.97 | |
| Fortinet (FTNT) | 0.3 | $5.0M | 47k | 105.72 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.9M | 28k | 177.39 | |
| Wal-Mart Stores (WMT) | 0.3 | $4.9M | 50k | 97.78 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $4.7M | 10k | 463.12 | |
| Monster Beverage Corp (MNST) | 0.3 | $4.5M | 71k | 62.64 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $4.5M | 61k | 73.45 | |
| Casey's General Stores (CASY) | 0.3 | $4.4M | 8.6k | 510.27 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.3M | 29k | 149.58 | |
| Synopsys (SNPS) | 0.3 | $4.2M | 8.3k | 512.68 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $4.2M | 6.1k | 698.47 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $4.2M | 7.8k | 543.41 | |
| Equinix (EQIX) | 0.3 | $4.2M | 5.3k | 795.47 | |
| Procter & Gamble Company (PG) | 0.2 | $4.1M | 26k | 159.32 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $3.9M | 37k | 107.80 | |
| McDonald's Corporation (MCD) | 0.2 | $3.9M | 13k | 292.17 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.8M | 6.2k | 620.90 | |
| Netflix (NFLX) | 0.2 | $3.8M | 2.9k | 1339.13 | |
| Pepsi (PEP) | 0.2 | $3.8M | 29k | 132.04 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.8M | 78k | 49.03 | |
| Servicenow (NOW) | 0.2 | $3.7M | 3.6k | 1028.08 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.7M | 6.0k | 617.89 | |
| Amgen (AMGN) | 0.2 | $3.7M | 13k | 279.21 | |
| Merck & Co (MRK) | 0.2 | $3.7M | 46k | 79.16 | |
| ExlService Holdings (EXLS) | 0.2 | $3.6M | 83k | 43.79 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.3M | 14k | 230.08 | |
| Darling International (DAR) | 0.2 | $3.3M | 86k | 37.94 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $3.2M | 24k | 132.34 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $3.1M | 77k | 40.49 | |
| Spdr Series Trust Bloomberg High Y (JNK) | 0.2 | $3.1M | 32k | 97.27 | |
| Cisco Systems (CSCO) | 0.2 | $3.1M | 44k | 69.38 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.9M | 6.7k | 438.41 | |
| Abbott Laboratories (ABT) | 0.2 | $2.9M | 21k | 136.01 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.9M | 46k | 62.02 | |
| Waste Management (WM) | 0.2 | $2.8M | 12k | 228.83 | |
| Cme (CME) | 0.2 | $2.8M | 10k | 275.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.7M | 5.5k | 485.77 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.7M | 6.0k | 445.20 | |
| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.7M | 28k | 93.89 | |
| Intuit (INTU) | 0.2 | $2.6M | 3.4k | 787.63 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.4M | 49k | 49.51 | |
| MetLife (MET) | 0.1 | $2.3M | 29k | 80.42 | |
| Watsco, Incorporated (WSO) | 0.1 | $2.3M | 5.3k | 441.62 | |
| ResMed (RMD) | 0.1 | $2.3M | 8.8k | 258.00 | |
| Tesla Motors (TSLA) | 0.1 | $2.2M | 6.8k | 317.66 | |
| Analog Devices (ADI) | 0.1 | $2.1M | 8.7k | 238.03 | |
| CRH Ord (CRH) | 0.1 | $2.0M | 22k | 91.80 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.0M | 12k | 164.46 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.9M | 7.5k | 253.25 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.9M | 52k | 35.69 | |
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $1.8M | 21k | 86.87 | |
| ConocoPhillips (COP) | 0.1 | $1.8M | 20k | 89.74 | |
| Verizon Communications (VZ) | 0.1 | $1.8M | 41k | 43.27 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $1.7M | 21k | 81.86 | |
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.1 | $1.7M | 20k | 88.75 | |
| Corning Incorporated (GLW) | 0.1 | $1.7M | 32k | 52.59 | |
| Gartner (IT) | 0.1 | $1.7M | 4.2k | 404.22 | |
| Caterpillar (CAT) | 0.1 | $1.7M | 4.3k | 388.16 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.7M | 7.6k | 218.65 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.6M | 26k | 63.48 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.6M | 35k | 46.29 | |
| Oracle Corporation (ORCL) | 0.1 | $1.6M | 7.4k | 218.62 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.6M | 15k | 109.29 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $1.5M | 19k | 79.76 | |
| Ingredion Incorporated (INGR) | 0.1 | $1.5M | 11k | 135.62 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | 18k | 83.48 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 728800.00 | |
| Abbvie (ABBV) | 0.1 | $1.4M | 7.8k | 185.62 | |
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $1.4M | 26k | 54.38 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.4M | 9.4k | 148.92 | |
| Prologis (PLD) | 0.1 | $1.4M | 13k | 105.12 | |
| Coca-Cola Company (KO) | 0.1 | $1.4M | 20k | 70.75 | |
| Wec Energy Group (WEC) | 0.1 | $1.4M | 13k | 104.20 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.4M | 38k | 35.84 | |
| Equifax (EFX) | 0.1 | $1.4M | 5.3k | 259.37 | |
| Chevron Corporation (CVX) | 0.1 | $1.3M | 9.0k | 143.20 | |
| Honeywell International (HON) | 0.1 | $1.3M | 5.5k | 232.86 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.3M | 16k | 80.97 | |
| Entergy Corporation (ETR) | 0.1 | $1.3M | 15k | 83.12 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | 2.3k | 551.61 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | 3.4k | 356.99 | |
| Fastenal Company (FAST) | 0.1 | $1.2M | 28k | 42.00 | |
| Norfolk Southern (NSC) | 0.1 | $1.1M | 4.5k | 255.97 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.1M | 10k | 108.53 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.0M | 7.8k | 134.78 | |
| Snap-on Incorporated (SNA) | 0.1 | $1.0M | 3.3k | 311.22 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $991k | 19k | 52.37 | |
| Constellation Energy (CEG) | 0.1 | $982k | 3.0k | 322.76 | |
| Kinder Morgan (KMI) | 0.1 | $957k | 33k | 29.40 | |
| Lowe's Companies (LOW) | 0.1 | $947k | 4.3k | 221.87 | |
| Walt Disney Company (DIS) | 0.1 | $941k | 7.6k | 124.01 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $901k | 5.2k | 173.27 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $875k | 9.5k | 91.97 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $871k | 15k | 57.01 | |
| Cintas Corporation (CTAS) | 0.1 | $860k | 3.9k | 222.87 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $813k | 6.9k | 118.01 | |
| Stryker Corporation (SYK) | 0.0 | $797k | 2.0k | 395.61 | |
| Starbucks Corporation (SBUX) | 0.0 | $794k | 8.7k | 91.63 | |
| Quanta Services (PWR) | 0.0 | $790k | 2.1k | 378.07 | |
| Altria (MO) | 0.0 | $789k | 14k | 58.63 | |
| International Business Machines (IBM) | 0.0 | $764k | 2.6k | 294.76 | |
| Linde SHS (LIN) | 0.0 | $746k | 1.6k | 469.18 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $743k | 2.2k | 339.57 | |
| D.R. Horton (DHI) | 0.0 | $738k | 5.7k | 128.94 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $732k | 9.9k | 73.63 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $721k | 3.5k | 204.67 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $711k | 4.9k | 146.01 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $707k | 11k | 67.22 | |
| PNC Financial Services (PNC) | 0.0 | $697k | 3.7k | 186.47 | |
| Ge Aerospace Com New (GE) | 0.0 | $696k | 2.7k | 257.40 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $695k | 6.2k | 111.99 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $694k | 11k | 63.94 | |
| Hershey Company (HSY) | 0.0 | $685k | 4.1k | 165.95 | |
| PPL Corporation (PPL) | 0.0 | $681k | 20k | 33.89 | |
| Ross Stores (ROST) | 0.0 | $664k | 5.2k | 127.58 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $658k | 11k | 58.78 | |
| WSFS Financial Corporation (WSFS) | 0.0 | $639k | 12k | 55.00 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $629k | 4.5k | 138.68 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $618k | 15k | 42.74 | |
| O'reilly Automotive (ORLY) | 0.0 | $604k | 6.7k | 90.13 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $596k | 4.4k | 135.00 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $544k | 2.8k | 194.98 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $542k | 4.1k | 133.32 | |
| Boeing Company (BA) | 0.0 | $531k | 2.5k | 209.49 | |
| At&t (T) | 0.0 | $502k | 17k | 28.94 | |
| Capital One Financial (COF) | 0.0 | $501k | 2.4k | 212.76 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $494k | 1.7k | 285.84 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $472k | 1.7k | 284.36 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $465k | 701.00 | 663.28 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $461k | 3.9k | 119.12 | |
| Wells Fargo & Company (WFC) | 0.0 | $455k | 5.7k | 80.12 | |
| Cardinal Health (CAH) | 0.0 | $454k | 2.7k | 168.00 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $454k | 5.9k | 77.31 | |
| Illinois Tool Works (ITW) | 0.0 | $441k | 1.8k | 247.25 | |
| Southern Company (SO) | 0.0 | $436k | 4.8k | 91.83 | |
| Travelers Companies (TRV) | 0.0 | $435k | 1.6k | 267.47 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $426k | 9.0k | 47.56 | |
| Chubb (CB) | 0.0 | $420k | 1.4k | 289.72 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $412k | 3.7k | 110.09 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $406k | 9.4k | 43.22 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $404k | 14k | 29.37 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $402k | 1.9k | 217.27 | |
| Charles River Laboratories (CRL) | 0.0 | $402k | 2.7k | 151.73 | |
| PPG Industries (PPG) | 0.0 | $397k | 3.5k | 113.75 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $392k | 4.8k | 81.65 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $388k | 11k | 34.57 | |
| Phillips 66 (PSX) | 0.0 | $383k | 3.2k | 119.31 | |
| General Dynamics Corporation (GD) | 0.0 | $372k | 1.3k | 291.66 | |
| Ge Vernova (GEV) | 0.0 | $372k | 702.00 | 529.25 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $369k | 2.0k | 182.81 | |
| Marriott Intl Cl A (MAR) | 0.0 | $363k | 1.3k | 273.21 | |
| Morgan Stanley Com New (MS) | 0.0 | $349k | 2.5k | 140.86 | |
| Emerson Electric (EMR) | 0.0 | $348k | 2.6k | 133.33 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $341k | 803.00 | 424.58 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $340k | 2.9k | 118.00 | |
| Qualcomm (QCOM) | 0.0 | $335k | 2.1k | 159.22 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $333k | 1.4k | 236.90 | |
| Paychex (PAYX) | 0.0 | $326k | 2.2k | 145.46 | |
| Deere & Company (DE) | 0.0 | $319k | 628.00 | 508.49 | |
| Trane Technologies SHS (TT) | 0.0 | $315k | 720.00 | 437.11 | |
| Allstate Corporation (ALL) | 0.0 | $312k | 1.5k | 201.36 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $298k | 2.0k | 147.54 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $298k | 976.00 | 304.83 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $280k | 2.1k | 136.32 | |
| AutoZone (AZO) | 0.0 | $278k | 75.00 | 3712.22 | |
| McKesson Corporation (MCK) | 0.0 | $274k | 374.00 | 732.78 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $273k | 10k | 26.50 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $271k | 2.5k | 109.18 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $270k | 963.00 | 279.86 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $269k | 3.0k | 91.10 | |
| Booking Holdings (BKNG) | 0.0 | $267k | 46.00 | 5812.48 | |
| Nucor Corporation (NUE) | 0.0 | $267k | 2.1k | 129.55 | |
| Public Service Enterprise (PEG) | 0.0 | $266k | 3.2k | 84.18 | |
| 3M Company (MMM) | 0.0 | $257k | 1.7k | 152.25 | |
| Becton, Dickinson and (BDX) | 0.0 | $247k | 1.4k | 172.25 | |
| Linkbancorp (LNKB) | 0.0 | $247k | 34k | 7.31 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $246k | 2.1k | 115.35 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $242k | 2.9k | 82.91 | |
| Fiserv (FI) | 0.0 | $239k | 1.4k | 172.41 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $234k | 1.1k | 207.56 | |
| Valero Energy Corporation (VLO) | 0.0 | $234k | 1.7k | 134.41 | |
| AmerisourceBergen (COR) | 0.0 | $233k | 778.00 | 299.85 | |
| Automatic Data Processing (ADP) | 0.0 | $233k | 756.00 | 308.20 | |
| Fair Isaac Corporation (FICO) | 0.0 | $232k | 127.00 | 1824.29 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $226k | 617.00 | 366.17 | |
| Cdw (CDW) | 0.0 | $222k | 1.2k | 178.59 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $219k | 7.6k | 28.95 | |
| Medtronic SHS (MDT) | 0.0 | $216k | 2.5k | 87.17 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $215k | 3.4k | 62.36 | |
| Yum! Brands (YUM) | 0.0 | $214k | 1.4k | 148.21 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $212k | 8.7k | 24.44 | |
| RPM International (RPM) | 0.0 | $211k | 1.9k | 109.84 | |
| Exelon Corporation (EXC) | 0.0 | $210k | 4.8k | 43.42 | |
| Ares Capital Corporation (ARCC) | 0.0 | $208k | 9.5k | 21.96 | |
| Caci Intl Cl A (CACI) | 0.0 | $207k | 435.00 | 476.70 | |
| Avery Dennison Corporation (AVY) | 0.0 | $206k | 1.2k | 175.54 | |
| W.W. Grainger (GWW) | 0.0 | $205k | 197.00 | 1040.24 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $204k | 1.6k | 131.20 | |
| Intel Corporation (INTC) | 0.0 | $201k | 9.0k | 22.40 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $201k | 354.00 | 566.27 | |
| Goldman Sachs (GS) | 0.0 | $200k | 283.00 | 707.75 | |
| Timkensteel (MTUS) | 0.0 | $154k | 10k | 15.41 | |
| Encore Energy Corp Com New (EU) | 0.0 | $44k | 15k | 2.86 | |
| Hyperfine Com Cl A (HYPR) | 0.0 | $7.7k | 11k | 0.72 |
