UNIVEST FINANCIAL Corp as of March 31, 2026
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 | |
| Spdr Series Trust State Street Spd (SPYM) | 7.8 | $138M | 1.8M | 76.54 | |
| Apple (AAPL) | 5.1 | $91M | 357k | 253.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $69M | 238k | 287.56 | |
| Microsoft Corporation (MSFT) | 3.7 | $65M | 176k | 370.17 | |
| Spdr Series Trust State Street Spd (SPAB) | 3.5 | $62M | 2.4M | 25.62 | |
| NVIDIA Corporation (NVDA) | 3.1 | $55M | 316k | 174.40 | |
| Amazon (AMZN) | 3.1 | $55M | 264k | 208.27 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 2.9 | $51M | 1.1M | 46.19 | |
| Broadcom (AVGO) | 2.4 | $43M | 140k | 309.51 | |
| Meta Platforms Cl A (META) | 2.0 | $36M | 62k | 572.13 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.9 | $34M | 550k | 61.26 | |
| Nextera Energy (NEE) | 1.8 | $31M | 337k | 92.88 | |
| Eli Lilly & Co. (LLY) | 1.7 | $30M | 32k | 919.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $24M | 41k | 597.43 | |
| Visa Com Cl A (V) | 1.3 | $24M | 78k | 302.24 | |
| Micron Technology (MU) | 1.2 | $22M | 65k | 337.84 | |
| S&p Global (SPGI) | 1.1 | $20M | 46k | 425.34 | |
| Costco Wholesale Corporation (COST) | 1.0 | $18M | 18k | 996.43 | |
| Univest Corp. of PA (UVSP) | 1.0 | $17M | 502k | 34.26 | |
| Blackrock (BLK) | 1.0 | $17M | 18k | 961.71 | |
| Johnson & Johnson (JNJ) | 0.9 | $17M | 69k | 244.44 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $16M | 33k | 491.54 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.9 | $16M | 159k | 97.91 | |
| Ishares Tr National Mun Etf (MUB) | 0.9 | $15M | 144k | 106.15 | |
| L3harris Technologies (LHX) | 0.8 | $15M | 43k | 345.15 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.8 | $14M | 39k | 367.44 | |
| TJX Companies (TJX) | 0.8 | $14M | 89k | 159.70 | |
| Applied Materials (AMAT) | 0.8 | $14M | 41k | 341.79 | |
| UnitedHealth (UNH) | 0.8 | $13M | 50k | 270.59 | |
| Te Connectivity Ord Shs (TEL) | 0.7 | $13M | 63k | 209.02 | |
| Philip Morris International (PM) | 0.7 | $13M | 77k | 165.34 | |
| American Express Company (AXP) | 0.7 | $13M | 42k | 302.48 | |
| Fair Isaac Corporation (FICO) | 0.7 | $12M | 12k | 1067.54 | |
| Synopsys (SNPS) | 0.7 | $12M | 31k | 396.48 | |
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $12M | 62k | 196.20 | |
| Spdr Series Trust State Street Spd (MDYG) | 0.7 | $12M | 121k | 95.96 | |
| United Rentals (URI) | 0.6 | $12M | 16k | 728.56 | |
| American Tower Reit (AMT) | 0.6 | $11M | 65k | 172.58 | |
| Regeneron Pharmaceuticals (REGN) | 0.6 | $11M | 14k | 772.64 | |
| salesforce (CRM) | 0.6 | $11M | 59k | 186.67 | |
| FedEx Corporation (FDX) | 0.6 | $11M | 30k | 356.18 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $10M | 34k | 294.16 | |
| Sherwin-Williams Company (SHW) | 0.6 | $9.9M | 31k | 320.55 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $9.7M | 30k | 320.81 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $9.2M | 160k | 57.64 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $9.1M | 97k | 93.98 | |
| Broadridge Financial Solutions (BR) | 0.5 | $8.2M | 51k | 162.48 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $8.2M | 16k | 522.71 | |
| Bank of America Corporation (BAC) | 0.4 | $7.8M | 160k | 48.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.5M | 26k | 286.86 | |
| Arista Networks Com Shs (ANET) | 0.4 | $7.0M | 57k | 122.78 | |
| Emcor (EME) | 0.4 | $6.6M | 8.9k | 738.28 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $6.5M | 27k | 243.08 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $6.4M | 13k | 499.66 | |
| Casey's General Stores (CASY) | 0.4 | $6.4M | 8.7k | 727.89 | |
| Zoetis Cl A (ZTS) | 0.3 | $6.2M | 53k | 118.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $6.0M | 30k | 198.29 | |
| Equinix (EQIX) | 0.3 | $5.8M | 5.9k | 980.24 | |
| Intercontinental Exchange (ICE) | 0.3 | $5.8M | 37k | 157.28 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $5.7M | 61k | 93.31 | |
| Home Depot (HD) | 0.3 | $5.6M | 17k | 328.89 | |
| Wal-Mart Stores (WMT) | 0.3 | $5.6M | 45k | 124.28 | |
| Ecolab (ECL) | 0.3 | $5.6M | 21k | 266.02 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $5.5M | 32k | 169.66 | |
| Uber Technologies (UBER) | 0.3 | $5.3M | 74k | 71.93 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $5.1M | 8.4k | 604.40 | |
| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $5.0M | 103k | 48.32 | |
| Fortinet (FTNT) | 0.3 | $4.8M | 59k | 81.72 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $4.7M | 5.2k | 895.24 | |
| Monster Beverage Corp (MNST) | 0.3 | $4.5M | 63k | 72.46 | |
| McDonald's Corporation (MCD) | 0.2 | $4.4M | 14k | 310.79 | |
| Pepsi (PEP) | 0.2 | $4.4M | 29k | 155.29 | |
| Amgen (AMGN) | 0.2 | $4.4M | 13k | 351.85 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $4.3M | 33k | 132.90 | |
| Spdr Series Trust State Street Spd (JNK) | 0.2 | $4.2M | 44k | 95.72 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $4.2M | 9.2k | 460.99 | |
| Ishares Tr Mbs Etf (MBB) | 0.2 | $4.1M | 43k | 94.95 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $4.1M | 3.5k | 1158.96 | |
| Darling International (DAR) | 0.2 | $4.0M | 64k | 61.85 | |
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $3.9M | 85k | 45.65 | |
| ExlService Holdings (EXLS) | 0.2 | $3.8M | 126k | 30.45 | |
| IDEXX Laboratories (IDXX) | 0.2 | $3.7M | 6.6k | 561.89 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $3.7M | 5.7k | 650.34 | |
| Cisco Systems (CSCO) | 0.2 | $3.6M | 46k | 77.59 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $3.4M | 69k | 49.89 | |
| Procter & Gamble Company (PG) | 0.2 | $3.3M | 23k | 144.44 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $3.3M | 69k | 48.05 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $3.2M | 7.1k | 446.54 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.1M | 13k | 242.62 | |
| Marsh & McLennan Companies (MRSH) | 0.2 | $3.1M | 18k | 173.45 | |
| Corning Incorporated (GLW) | 0.2 | $3.0M | 22k | 135.97 | |
| Abbott Laboratories (ABT) | 0.2 | $3.0M | 29k | 102.67 | |
| Waste Management (WM) | 0.2 | $3.0M | 13k | 229.79 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.0M | 16k | 184.28 | |
| Merck & Co (MRK) | 0.2 | $3.0M | 25k | 120.29 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.0M | 26k | 114.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.0M | 6.8k | 436.78 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $2.9M | 23k | 126.28 | |
| Servicenow (NOW) | 0.2 | $2.9M | 27k | 104.55 | |
| Caterpillar (CAT) | 0.2 | $2.9M | 4.0k | 708.46 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | 41k | 67.53 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.7M | 22k | 124.31 | |
| Netflix (NFLX) | 0.1 | $2.6M | 27k | 96.15 | |
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $2.6M | 28k | 94.58 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.6M | 4.0k | 653.21 | |
| Intuit (INTU) | 0.1 | $2.6M | 6.0k | 432.38 | |
| Cme (CME) | 0.1 | $2.6M | 8.7k | 295.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.6M | 5.3k | 479.20 | |
| Tesla Motors (TSLA) | 0.1 | $2.5M | 6.7k | 371.75 | |
| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $2.5M | 26k | 96.62 | |
| Analog Devices (ADI) | 0.1 | $2.4M | 7.5k | 318.16 | |
| Pool Corporation (POOL) | 0.1 | $2.4M | 12k | 202.33 | |
| ResMed (RMD) | 0.1 | $2.2M | 10k | 224.48 | |
| CRH Ord (CRH) | 0.1 | $2.1M | 20k | 105.12 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | 34k | 60.65 | |
| MetLife (MET) | 0.1 | $2.0M | 29k | 70.72 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $2.0M | 14k | 146.61 | |
| Prologis (PLD) | 0.1 | $2.0M | 15k | 132.18 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $2.0M | 24k | 81.98 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.9M | 26k | 74.35 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | 3.3k | 577.16 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $1.9M | 28k | 67.57 | |
| Dynatrace Com New (DT) | 0.1 | $1.8M | 49k | 36.98 | |
| ConocoPhillips (COP) | 0.1 | $1.7M | 13k | 132.00 | |
| Chevron Corporation (CVX) | 0.1 | $1.7M | 8.1k | 206.90 | |
| Watsco, Incorporated (WSO) | 0.1 | $1.7M | 4.5k | 363.77 | |
| Entergy Corporation (ETR) | 0.1 | $1.6M | 15k | 112.36 | |
| Wec Energy Group (WEC) | 0.1 | $1.6M | 14k | 115.77 | |
| Abbvie (ABBV) | 0.1 | $1.5M | 6.9k | 217.48 | |
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.5M | 16k | 91.64 | |
| Ingredion Incorporated (INGR) | 0.1 | $1.5M | 13k | 112.66 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.4M | 36k | 38.86 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $1.4M | 13k | 110.86 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | 15k | 90.53 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.4M | 28k | 49.37 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | 47k | 28.71 | |
| Verizon Communications (VZ) | 0.1 | $1.3M | 27k | 50.20 | |
| Snap-on Incorporated (SNA) | 0.1 | $1.3M | 3.7k | 363.22 | |
| Norfolk Southern (NSC) | 0.1 | $1.3M | 4.6k | 287.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.3M | 14k | 88.70 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.3M | 12k | 109.00 | |
| Fastenal Company (FAST) | 0.1 | $1.2M | 27k | 46.40 | |
| Moody's Corporation (MCO) | 0.1 | $1.2M | 2.9k | 436.25 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.2M | 7.8k | 157.35 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | 3.3k | 357.67 | |
| Kinder Morgan (KMI) | 0.1 | $1.2M | 34k | 33.53 | |
| Quanta Services (PWR) | 0.1 | $1.1M | 2.1k | 549.02 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $1.1M | 24k | 46.91 | |
| Roper Industries (ROP) | 0.1 | $1.1M | 3.2k | 353.86 | |
| Ross Stores (ROST) | 0.1 | $1.1M | 5.2k | 216.63 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | 17k | 64.08 | |
| Lowe's Companies (LOW) | 0.1 | $1.0M | 4.3k | 236.28 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $982k | 5.1k | 192.89 | |
| Oracle Corporation (ORCL) | 0.1 | $960k | 6.5k | 147.11 | |
| Equifax (EFX) | 0.1 | $945k | 5.3k | 180.07 | |
| Xylem (XYL) | 0.1 | $908k | 7.6k | 119.50 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $895k | 4.9k | 181.42 | |
| Constellation Energy (CEG) | 0.0 | $851k | 3.0k | 279.25 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $810k | 12k | 70.18 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $804k | 7.1k | 113.98 | |
| Honeywell International (HON) | 0.0 | $783k | 3.5k | 226.01 | |
| Ge Aerospace Com New (GE) | 0.0 | $769k | 2.7k | 283.77 | |
| WSFS Financial Corporation (WSFS) | 0.0 | $760k | 12k | 65.46 | |
| PPL Corporation (PPL) | 0.0 | $752k | 20k | 38.20 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $747k | 13k | 58.54 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $738k | 6.6k | 111.38 | |
| Coca-Cola Company (KO) | 0.0 | $725k | 9.5k | 76.05 | |
| Linde SHS (LIN) | 0.0 | $719k | 1.5k | 495.76 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $713k | 7.3k | 97.23 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $691k | 991.00 | 697.72 | |
| Altria (MO) | 0.0 | $672k | 10k | 65.99 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $650k | 5.1k | 128.12 | |
| D.R. Horton (DHI) | 0.0 | $642k | 4.7k | 137.21 | |
| Cintas Corporation (CTAS) | 0.0 | $638k | 3.8k | 169.14 | |
| PNC Financial Services (PNC) | 0.0 | $634k | 3.0k | 208.05 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $633k | 3.7k | 173.04 | |
| International Business Machines (IBM) | 0.0 | $620k | 2.6k | 242.42 | |
| Walt Disney Company (DIS) | 0.0 | $614k | 6.4k | 96.37 | |
| Stryker Corporation (SYK) | 0.0 | $607k | 1.8k | 328.55 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $584k | 1.4k | 426.40 | |
| Starbucks Corporation (SBUX) | 0.0 | $581k | 6.5k | 89.60 | |
| Ge Vernova (GEV) | 0.0 | $581k | 665.00 | 872.90 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $573k | 2.6k | 217.26 | |
| Hershey Company (HSY) | 0.0 | $558k | 2.7k | 207.89 | |
| O'reilly Automotive (ORLY) | 0.0 | $553k | 6.0k | 92.31 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $540k | 3.8k | 142.43 | |
| Phillips 66 (PSX) | 0.0 | $538k | 3.0k | 182.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $535k | 1.2k | 430.29 | |
| McKesson Corporation (MCK) | 0.0 | $528k | 610.00 | 865.36 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $527k | 3.0k | 175.66 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $510k | 5.9k | 86.65 | |
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $504k | 8.5k | 59.22 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $504k | 1.6k | 313.78 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $477k | 3.0k | 161.75 | |
| Chubb (CB) | 0.0 | $474k | 1.5k | 325.93 | |
| At&t (T) | 0.0 | $468k | 16k | 28.99 | |
| Exelon Corporation (EXC) | 0.0 | $451k | 9.2k | 49.02 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $450k | 1.7k | 261.97 | |
| Cardinal Health (CAH) | 0.0 | $446k | 2.1k | 211.31 | |
| Capital One Financial (COF) | 0.0 | $440k | 2.4k | 182.43 | |
| General Dynamics Corporation (GD) | 0.0 | $438k | 1.3k | 343.22 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $437k | 11k | 38.96 | |
| Travelers Companies (TRV) | 0.0 | $429k | 1.5k | 291.59 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $428k | 1.7k | 257.33 | |
| Intel Corporation (INTC) | 0.0 | $421k | 9.5k | 44.13 | |
| Boeing Company (BA) | 0.0 | $418k | 2.1k | 198.99 | |
| Marriott Intl Cl A (MAR) | 0.0 | $410k | 1.3k | 327.07 | |
| Illinois Tool Works (ITW) | 0.0 | $407k | 1.6k | 260.29 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $405k | 1.4k | 287.15 | |
| Morgan Stanley Com New (MS) | 0.0 | $404k | 2.5k | 164.56 | |
| Wells Fargo & Company (WFC) | 0.0 | $403k | 5.1k | 79.61 | |
| Southern Company (SO) | 0.0 | $402k | 4.2k | 96.52 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $373k | 1.7k | 213.66 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $367k | 12k | 30.68 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $362k | 4.1k | 88.16 | |
| Deere & Company (DE) | 0.0 | $354k | 628.00 | 563.30 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $347k | 1.6k | 215.06 | |
| Nucor Corporation (NUE) | 0.0 | $344k | 2.0k | 169.11 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $341k | 2.6k | 130.94 | |
| Allstate Corporation (ALL) | 0.0 | $326k | 1.6k | 207.29 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $326k | 3.0k | 110.47 | |
| Emerson Electric (EMR) | 0.0 | $314k | 2.4k | 131.02 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $304k | 2.1k | 146.28 | |
| Trane Technologies SHS (TT) | 0.0 | $301k | 723.00 | 416.45 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $292k | 2.7k | 109.67 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $276k | 2.4k | 113.12 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $274k | 3.3k | 82.74 | |
| Advanced Micro Devices (AMD) | 0.0 | $261k | 1.3k | 203.43 | |
| Goldman Sachs (GS) | 0.0 | $260k | 307.00 | 845.99 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $257k | 7.6k | 33.86 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $255k | 2.2k | 118.62 | |
| AutoZone (AZO) | 0.0 | $253k | 75.00 | 3377.76 | |
| Public Service Enterprise (PEG) | 0.0 | $252k | 3.1k | 80.95 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $252k | 843.00 | 298.85 | |
| AmerisourceBergen (COR) | 0.0 | $244k | 778.00 | 314.14 | |
| Caci Intl Cl A (CACI) | 0.0 | $237k | 435.00 | 543.87 | |
| Becton, Dickinson and (BDX) | 0.0 | $233k | 1.5k | 157.23 | |
| Qualcomm (QCOM) | 0.0 | $225k | 1.7k | 128.74 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $224k | 3.0k | 73.64 | |
| 3M Company (MMM) | 0.0 | $223k | 1.5k | 145.24 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $223k | 1.5k | 151.41 | |
| Yum! Brands (YUM) | 0.0 | $220k | 1.4k | 155.48 | |
| W.W. Grainger (GWW) | 0.0 | $216k | 198.00 | 1090.81 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $213k | 2.3k | 93.73 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $211k | 4.2k | 49.61 | |
| Essential Utils (WTRG) | 0.0 | $209k | 5.2k | 40.27 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $205k | 2.6k | 79.56 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $204k | 1.4k | 144.95 | |
| Timkensteel (MTUS) | 0.0 | $163k | 10k | 16.34 | |
| Linkbancorp (LNKB) | 0.0 | $92k | 11k | 8.34 | |
| Encore Energy Corp Com New (EU) | 0.0 | $27k | 15k | 1.80 | |
| Hyperfine Com Cl A (HYPR) | 0.0 | $12k | 11k | 1.08 |