The Analysis of UNIVEST FINANCIAL Corp's Holdings
Currently, UNIVEST FINANCIAL Corp holds 260 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VXUS (+163.8K shares, valued at $12.0M), FI (+44.0K shares, valued at $5.7M), SNPS (+11.1K shares, valued at $5.5M); decreased their positions in NVDA (-43.4K shares, valued at $8.1M), AVGO (-22.5K shares, valued at $7.4M), MSFT (-11.7K shares, valued at $6.1M); initiated new positions in VV (+1.2K shares, valued at $370.4K), LRCX (+1.7K shares, valued at $232.3K), WTRG (+5.2K shares, valued at $208.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VXUS VANGUARD STAR FDS2.1M shares8.52%2025-09-302025-10-30
SPYM SPDR SERIES TRUST1.8M shares-2.89%2025-09-302025-10-30
AAPL APPLE INC374.2K shares-2.02%2025-09-302025-10-30
MSFT MICROSOFT CORP155.6K shares-6.99%2025-09-302025-10-30
SPAB SPDR SERIES TRUST3.1M shares3.95%2025-09-302025-10-30
GOOGL ALPHABET INC280.1K shares-4.24%2025-09-302025-10-30
AMZN AMAZON COM INC242.3K shares0.20%2025-09-302025-10-30
NVDA NVIDIA CORPORATION278.0K shares-13.51%2025-09-302025-10-30
META META PLATFORMS INC61.3K shares-4.16%2025-09-302025-10-30
AVGO BROADCOM INC133.2K shares-14.48%2025-09-302025-10-30
IUSB ISHARES TR832.9K shares13.61%2025-09-302025-10-30
NEE NEXTERA ENERGY INC358.3K shares2.44%2025-09-302025-10-30
XLE SELECT SECTOR SPDR TR298.2K shares-2.93%2025-09-302025-10-30
LLY ELI LILLY & CO34.3K shares24.18%2025-09-302025-10-30
VOO VANGUARD INDEX FDS40.0K shares-7.92%2025-09-302025-10-30
V VISA INC66.4K shares1.70%2025-09-302025-10-30
BLK BLACKROCK INC17.7K shares-12.32%2025-09-302025-10-30
SPGI S&P GLOBAL INC35.6K shares-5.25%2025-09-302025-10-30
TMO THERMO FISHER SCIENTIFIC INC35.5K shares12.95%2025-09-302025-10-30
COST COSTCO WHSL CORP NEW18.6K shares3.15%2025-09-302025-10-30
UNH UNITEDHEALTH GROUP INC48.3K shares41.04%2025-09-302025-10-30
MU MICRON TECHNOLOGY INC97.5K shares10.99%2025-09-302025-10-30
LHX L3HARRIS TECHNOLOGIES INC50.2K shares-10.94%2025-09-302025-10-30
UVSP UNIVEST FINANCIAL CORPORATIO505.3K shares0.46%2025-09-302025-10-30
TEL TE CONNECTIVITY PLC67.8K shares-11.66%2025-09-302025-10-30
MUB ISHARES TR137.4K shares2.24%2025-09-302025-10-30
AXP AMERICAN EXPRESS CO42.3K shares-0.32%2025-09-302025-10-30
CRM SALESFORCE INC59.2K shares16.00%2025-09-302025-10-30
URI UNITED RENTALS INC14.5K shares-6.08%2025-09-302025-10-30
TJX TJX COS INC NEW95.2K shares1.83%2025-09-302025-10-30
PM PHILIP MORRIS INTL INC83.2K shares5.72%2025-09-302025-10-30
SPSM SPDR SERIES TRUST281.1K shares-1.81%2025-09-302025-10-30
JNJ JOHNSON & JOHNSON69.7K shares-1.36%2025-09-302025-10-30
SSNC SS&C TECHNOLOGIES HLDGS INC140.4K shares0.78%2025-09-302025-10-30
SHW SHERWIN WILLIAMS CO35.9K shares4.40%2025-09-302025-10-30
AMAT APPLIED MATLS INC59.5K shares-30.39%2025-09-302025-10-30
JPM JPMORGAN CHASE & CO.37.4K shares-2.04%2025-09-302025-10-30
AMT AMERICAN TOWER CORP NEW60.0K shares-1.67%2025-09-302025-10-30
REGN REGENERON PHARMACEUTICALS20.3K shares-1.09%2025-09-302025-10-30
SCHW SCHWAB CHARLES CORP118.7K shares-6.56%2025-09-302025-10-30
MDLZ MONDELEZ INTL INC178.9K shares0.59%2025-09-302025-10-30
POOL POOL CORP34.3K shares11.20%2025-09-302025-10-30
ADBE ADOBE INC29.2K shares20.21%2025-09-302025-10-30
BIL SPDR SERIES TRUST111.0K shares4.48%2025-09-302025-10-30
VTI VANGUARD INDEX FDS30.7K shares0.67%2025-09-302025-10-30
ULTA ULTA BEAUTY INC17.7K shares-9.01%2025-09-302025-10-30
SNPS SYNOPSYS INC19.3K shares133.85%2025-09-302025-10-30
SPYG SPDR SERIES TRUST85.6K shares6.37%2025-09-302025-10-30
FDX FEDEX CORP37.6K shares10.51%2025-09-302025-10-30
VTV VANGUARD INDEX FDS47.2K shares7.67%2025-09-302025-10-30
ANET ARISTA NETWORKS INC57.6K shares-9.54%2025-09-302025-10-30
BAC BANK AMERICA CORP150.1K shares-6.05%2025-09-302025-10-30
HD HOME DEPOT INC18.8K shares0.97%2025-09-302025-10-30
ZTS ZOETIS INC48.3K shares-14.84%2025-09-302025-10-30
ACN ACCENTURE PLC IRELAND27.6K shares21.57%2025-09-302025-10-30
GOOG ALPHABET INC27.7K shares-0.39%2025-09-302025-10-30
ROP ROPER TECHNOLOGIES INC13.4K shares2.74%2025-09-302025-10-30
EME EMCOR GROUP INC9.7K shares-14.69%2025-09-302025-10-30
MA MASTERCARD INCORPORATED11.0K shares18.09%2025-09-302025-10-30
UBER UBER TECHNOLOGIES INC59.9K shares-8.00%2025-09-302025-10-30
FI FISERV INC45.4K shares3175.23%2025-09-302025-10-30
ECL ECOLAB INC21.1K shares2.04%2025-09-302025-10-30
ICE INTERCONTINENTAL EXCHANGE IN34.0K shares-7.98%2025-09-302025-10-30
LMT LOCKHEED MARTIN CORP10.2K shares0.82%2025-09-302025-10-30
CASY CASEYS GEN STORES INC8.9K shares3.78%2025-09-302025-10-30
TD TORONTO DOMINION BK ONT60.8K shares0.00%2025-09-302025-10-30
WMT WALMART INC46.6K shares-6.92%2025-09-302025-10-30
EQIX EQUINIX INC6.1K shares15.44%2025-09-302025-10-30
MNST MONSTER BEVERAGE CORP NEW70.0K shares-1.90%2025-09-302025-10-30
PH PARKER-HANNIFIN CORP6.0K shares-0.79%2025-09-302025-10-30
FTNT FORTINET INC53.6K shares13.40%2025-09-302025-10-30
TDG TRANSDIGM GROUP INC3.4K shares-11.02%2025-09-302025-10-30
IDXX IDEXX LABS INC6.9K shares-40.41%2025-09-302025-10-30
EXLS EXLSERVICE HOLDINGS INC98.3K shares18.71%2025-09-302025-10-30
PEP PEPSICO INC30.5K shares5.86%2025-09-302025-10-30
XOM EXXON MOBIL CORP36.2K shares-0.71%2025-09-302025-10-30
SPY SPDR S&P 500 ETF TR6.1K shares2.24%2025-09-302025-10-30
BX BLACKSTONE INC23.8K shares-18.11%2025-09-302025-10-30
MCD MCDONALDS CORP13.3K shares-0.78%2025-09-302025-10-30
ISRG INTUITIVE SURGICAL INC8.8K shares13.25%2025-09-302025-10-30
AMGN AMGEN INC13.5K shares2.82%2025-09-302025-10-30
PG PROCTER AND GAMBLE CO24.5K shares-4.07%2025-09-302025-10-30
SPDW SPDR INDEX SHS FDS86.2K shares11.57%2025-09-302025-10-30
UNP UNION PAC CORP15.2K shares5.38%2025-09-302025-10-30
NOW SERVICENOW INC3.9K shares8.41%2025-09-302025-10-30
FICO FAIR ISAAC CORP2.3K shares1728.35%2025-09-302025-10-30
MMC MARSH & MCLENNAN COS INC17.1K shares125.30%2025-09-302025-10-30
NFLX NETFLIX INC2.9K shares0.11%2025-09-302025-10-30
JNK SPDR SERIES TRUST34.8K shares10.02%2025-09-302025-10-30
VTEB VANGUARD MUN BD FDS66.9K shares-13.65%2025-09-302025-10-30
VEEV VEEVA SYS INC10.8K shares-38.42%2025-09-302025-10-30
CSCO CISCO SYS INC46.9K shares6.59%2025-09-302025-10-30
VUG VANGUARD INDEX FDS6.6K shares-0.27%2025-09-302025-10-30
ABT ABBOTT LABS23.2K shares8.37%2025-09-302025-10-30
MBB ISHARES TR32.4K shares14.50%2025-09-302025-10-30
ABNB AIRBNB INC25.4K shares6.02%2025-09-302025-10-30
TSLA TESLA INC6.8K shares-1.13%2025-09-302025-10-30
VRTX VERTEX PHARMACEUTICALS INC7.4K shares23.23%2025-09-302025-10-30
WM WASTE MGMT INC DEL12.8K shares2.89%2025-09-302025-10-30
BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares1.30%2025-09-302025-10-30
DAR DARLING INGREDIENTS INC89.8K shares4.69%2025-09-302025-10-30
BNDX VANGUARD CHARLOTTE FDS55.7K shares12.87%2025-09-302025-10-30
CRH CRH PLC22.9K shares3.58%2025-09-302025-10-30
IJH ISHARES TR41.6K shares-10.29%2025-09-302025-10-30
IJR ISHARES TR21.8K shares49.07%2025-09-302025-10-30
IVV ISHARES TR3.8K shares-37.79%2025-09-302025-10-30
MET METLIFE INC30.0K shares3.21%2025-09-302025-10-30
MDYG SPDR SERIES TRUST26.7K shares25.43%2025-09-302025-10-30
GLW CORNING INC29.5K shares-8.77%2025-09-302025-10-30
RMD RESMED INC8.7K shares-0.77%2025-09-302025-10-30
MRK MERCK & CO INC27.7K shares-40.20%2025-09-302025-10-30
CME CME GROUP INC8.4K shares-17.30%2025-09-302025-10-30
INTU INTUIT3.3K shares-2.80%2025-09-302025-10-30
VOE VANGUARD INDEX FDS12.6K shares4.75%2025-09-302025-10-30
XLK SELECT SECTOR SPDR TR7.6K shares0.94%2025-09-302025-10-30
CAT CATERPILLAR INC4.3K shares0.00%2025-09-302025-10-30
WSO WATSCO INC5.0K shares-5.26%2025-09-302025-10-30
ORCL ORACLE CORP7.2K shares-2.63%2025-09-302025-10-30
SLYG SPDR SERIES TRUST21.3K shares9.32%2025-09-302025-10-30
SLYV SPDR SERIES TRUST21.2K shares11.58%2025-09-302025-10-30
ADI ANALOG DEVICES INC7.5K shares-13.77%2025-09-302025-10-30
EFV ISHARES TR25.9K shares-0.19%2025-09-302025-10-30
ABBV ABBVIE INC7.5K shares-2.94%2025-09-302025-10-30
QQQ INVESCO QQQ TR2.9K shares26.01%2025-09-302025-10-30
PLD PROLOGIS INC.14.7K shares10.82%2025-09-302025-10-30
SPMD SPDR SERIES TRUST29.2K shares11.63%2025-09-302025-10-30
CMCSA COMCAST CORP NEW52.8K shares1.22%2025-09-302025-10-30
IT GARTNER INC6.2K shares49.52%2025-09-302025-10-30
WEC WEC ENERGY GROUP INC14.1K shares7.55%2025-09-302025-10-30
LNTH LANTHEUS HLDGS INC31.0K shares46.04%2025-09-302025-10-30
IEFA ISHARES TR18.0K shares1.44%2025-09-302025-10-30
BMY BRISTOL-MYERS SQUIBB CO34.3K shares-2.26%2025-09-302025-10-30
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-30
CINF CINCINNATI FINL CORP9.4K shares0.00%2025-09-302025-10-30
XLC SELECT SECTOR SPDR TR12.1K shares21.33%2025-09-302025-10-30
DFAC DIMENSIONAL ETF TRUST36.8K shares-3.23%2025-09-302025-10-30
ETR ENTERGY CORP NEW15.1K shares-0.15%2025-09-302025-10-30
INGR INGREDION INC11.4K shares2.97%2025-09-302025-10-30
FAST FASTENAL CO28.3K shares-0.41%2025-09-302025-10-30
NSC NORFOLK SOUTHN CORP4.5K shares0.00%2025-09-302025-10-30
EFX EQUIFAX INC5.3K shares0.00%2025-09-302025-10-30
CVX CHEVRON CORP NEW8.6K shares-4.49%2025-09-302025-10-30
XLV SELECT SECTOR SPDR TR9.0K shares16.37%2025-09-302025-10-30
ETN EATON CORP PLC3.4K shares0.00%2025-09-302025-10-30
COP CONOCOPHILLIPS13.3K shares-33.69%2025-09-302025-10-30
XLP SELECT SECTOR SPDR TR15.4K shares-2.02%2025-09-302025-10-30
A AGILENT TECHNOLOGIES INC9.3K shares35.29%2025-09-302025-10-30
SNA SNAP ON INC3.4K shares3.03%2025-09-302025-10-30
XLF SELECT SECTOR SPDR TR20.6K shares8.95%2025-09-302025-10-30
LOW LOWES COS INC4.3K shares0.23%2025-09-302025-10-30
KO COCA COLA CO15.9K shares-18.62%2025-09-302025-10-30
IYW ISHARES TR5.2K shares0.00%2025-09-302025-10-30
CEG CONSTELLATION ENERGY CORP3.0K shares0.00%2025-09-302025-10-30
DHI D R HORTON INC5.7K shares-0.09%2025-09-302025-10-30
HON HONEYWELL INTL INC4.6K shares-16.56%2025-09-302025-10-30
KMI KINDER MORGAN INC DEL34.0K shares4.55%2025-09-302025-10-30
VZ VERIZON COMMUNICATIONS INC20.8K shares-48.50%2025-09-302025-10-30
IWR ISHARES TR9.4K shares-1.18%2025-09-302025-10-30
VEA VANGUARD TAX-MANAGED FDS14.5K shares-4.79%2025-09-302025-10-30
PWR QUANTA SVCS INC2.1K shares0.00%2025-09-302025-10-30
DIS DISNEY WALT CO7.2K shares-4.68%2025-09-302025-10-30
RTX RTX CORPORATION4.8K shares-0.53%2025-09-302025-10-30
SPEM SPDR INDEX SHS FDS17.3K shares19.60%2025-09-302025-10-30
ROST ROSS STORES INC5.2K shares0.33%2025-09-302025-10-30
CTAS CINTAS CORP3.9K shares0.00%2025-09-302025-10-30
VEU VANGUARD INTL EQUITY INDEX F10.5K shares0.00%2025-09-302025-10-30
PPL PPL CORP20.2K shares0.52%2025-09-302025-10-30
DGRO ISHARES TR10.9K shares-0.03%2025-09-302025-10-30
SYK STRYKER CORPORATION2.0K shares-0.94%2025-09-302025-10-30
IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.00%2025-09-302025-10-30
LIN LINDE PLC1.5K shares-3.27%2025-09-302025-10-30
ORLY OREILLY AUTOMOTIVE INC6.7K shares-0.79%2025-09-302025-10-30
SBUX STARBUCKS CORP8.4K shares-2.64%2025-09-302025-10-30
HSY HERSHEY CO3.8K shares-7.63%2025-09-302025-10-30
PNC PNC FINL SVCS GROUP INC3.5K shares-5.78%2025-09-302025-10-30
EFG ISHARES TR6.0K shares-2.50%2025-09-302025-10-30
MO ALTRIA GROUP INC10.3K shares-23.47%2025-09-302025-10-30
GE GE AEROSPACE2.2K shares-18.60%2025-09-302025-10-30
VGSH VANGUARD SCOTTSDALE FDS11.2K shares0.00%2025-09-302025-10-30
IWP ISHARES TR4.5K shares-0.35%2025-09-302025-10-30
ITOT ISHARES TR4.4K shares-0.57%2025-09-302025-10-30
WSFS WSFS FINL CORP11.6K shares0.00%2025-09-302025-10-30
VBR VANGUARD INDEX FDS2.8K shares-0.14%2025-09-302025-10-30
T AT&T INC19.4K shares11.66%2025-09-302025-10-30
IWO ISHARES TR1.6K shares-6.82%2025-09-302025-10-30
VDE VANGUARD WORLD FD4.1K shares5.77%2025-09-302025-10-30
COF CAPITAL ONE FINL CORP2.4K shares0.00%2025-09-302025-10-30
VOT VANGUARD INDEX FDS1.7K shares0.06%2025-09-302025-10-30
IXUS ISHARES TR5.9K shares0.00%2025-09-302025-10-30
BA BOEING CO2.2K shares-11.92%2025-09-302025-10-30
WFC WELLS FARGO CO NEW5.7K shares0.00%2025-09-302025-10-30
IVW ISHARES TR3.9K shares4.89%2025-09-302025-10-30
GLD SPDR GOLD TR1.3K shares36.27%2025-09-302025-10-30
MCK MCKESSON CORP609 shares62.83%2025-09-302025-10-30
TRV TRAVELERS COMPANIES INC1.6K shares-3.63%2025-09-302025-10-30
PSX PHILLIPS 663.2K shares0.16%2025-09-302025-10-30
BND VANGUARD BD INDEX FDS5.9K shares-40.87%2025-09-302025-10-30
GD GENERAL DYNAMICS CORP1.3K shares0.00%2025-09-302025-10-30
CAH CARDINAL HEALTH INC2.7K shares0.00%2025-09-302025-10-30
SO SOUTHERN CO4.4K shares-8.42%2025-09-302025-10-30
ITW ILLINOIS TOOL WKS INC1.6K shares-11.65%2025-09-302025-10-30
CB CHUBB LIMITED1.4K shares0.00%2025-09-302025-10-30
DFAI DIMENSIONAL ETF TRUST11.2K shares0.00%2025-09-302025-10-30
SPHD INVESCO EXCH TRADED FD TR II8.2K shares-8.83%2025-09-302025-10-30
XLU SELECT SECTOR SPDR TR4.6K shares-4.46%2025-09-302025-10-30
MS MORGAN STANLEY2.5K shares0.28%2025-09-302025-10-30
VO VANGUARD INDEX FDS1.3K shares38.63%2025-09-302025-10-30
QUAL ISHARES TR2.0K shares-0.64%2025-09-302025-10-30
XLY SELECT SECTOR SPDR TR1.6K shares-13.39%2025-09-302025-10-30
VB VANGUARD INDEX FDS1.5K shares7.32%2025-09-302025-10-30
IWF ISHARES TR803 shares0.00%2025-09-302025-10-30
VV VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-30
PPG PPG INDS INC3.5K shares0.00%2025-09-302025-10-30
VGT VANGUARD WORLD FD482 shares-31.24%2025-09-302025-10-30
VYM VANGUARD WHITEHALL FDS2.5K shares-38.08%2025-09-302025-10-30
PLTR PALANTIR TECHNOLOGIES INC1.9K shares-5.26%2025-09-302025-10-30
MAR MARRIOTT INTL INC NEW1.3K shares0.00%2025-09-302025-10-30
EMR EMERSON ELEC CO2.6K shares0.00%2025-09-302025-10-30
ALL ALLSTATE CORP1.6K shares0.32%2025-09-302025-10-30
QCOM QUALCOMM INC2.0K shares-6.79%2025-09-302025-10-30
AZO AUTOZONE INC75 shares0.00%2025-09-302025-10-30
DUK DUKE ENERGY CORP NEW2.6K shares-10.02%2025-09-302025-10-30
VONG VANGUARD SCOTTSDALE FDS2.7K shares7.18%2025-09-302025-10-30
VIG VANGUARD SPECIALIZED FUNDS1.5K shares-58.06%2025-09-302025-10-30
SHOP SHOPIFY INC2.1K shares-1.41%2025-09-302025-10-30
XLI SELECT SECTOR SPDR TR2.0K shares-0.30%2025-09-302025-10-30
TT TRANE TECHNOLOGIES PLC720 shares0.00%2025-09-302025-10-30
INTC INTEL CORP8.8K shares-1.53%2025-09-302025-10-30
AVUV AMERICAN CENTY ETF TR3.0K shares0.00%2025-09-302025-10-30
DE DEERE & CO628 shares0.00%2025-09-302025-10-30
GEV GE VERNOVA INC467 shares-33.48%2025-09-302025-10-30
SCHD SCHWAB STRATEGIC TR10.5K shares1.80%2025-09-302025-10-30
BDX BECTON DICKINSON & CO1.5K shares4.67%2025-09-302025-10-30
NUE NUCOR CORP2.1K shares0.00%2025-09-302025-10-30
PAYX PAYCHEX INC2.1K shares-4.38%2025-09-302025-10-30
IAU ISHARES GOLD TR3.6K shares4.62%2025-09-302025-10-30
PEG PUBLIC SVC ENTERPRISE GRP IN3.1K shares-0.79%2025-09-302025-10-30
MMM 3M CO1.7K shares0.00%2025-09-302025-10-30
BKNG BOOKING HOLDINGS INC46 shares0.00%2025-09-302025-10-30
VCIT VANGUARD SCOTTSDALE FDS2.9K shares0.17%2025-09-302025-10-30
COR CENCORA INC778 shares0.00%2025-09-302025-10-30
DFAE DIMENSIONAL ETF TRUST7.6K shares0.08%2025-09-302025-10-30
LRCX LAM RESEARCH CORP1.7K sharesnew addition2025-09-302025-10-30
RPM RPM INTL INC1.9K shares0.00%2025-09-302025-10-30
GS GOLDMAN SACHS GROUP INC283 shares0.00%2025-09-302025-10-30
EXC EXELON CORP4.8K shares0.00%2025-09-302025-10-30
ADP AUTOMATIC DATA PROCESSING IN742 shares-1.85%2025-09-302025-10-30
CACI CACI INTL INC435 shares0.00%2025-09-302025-10-30
YUM YUM BRANDS INC1.4K shares-1.18%2025-09-302025-10-30
SCHX SCHWAB STRATEGIC TR8.2K shares-5.63%2025-09-302025-10-30
MGK VANGUARD WORLD FD526 shares-14.75%2025-09-302025-10-30
WTRG ESSENTIAL UTILS INC5.2K sharesnew addition2025-09-302025-10-30
MDY SPDR S&P MIDCAP 400 ETF TR348 shares-1.69%2025-09-302025-10-30
AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-10-30
VONV VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2025-09-302025-10-30
DVY ISHARES TR1.4K sharesnew addition2025-09-302025-10-30
MTUS METALLUS INC10.0K shares0.00%2025-09-302025-10-30
LNKB LINKBANCORP INC21.8K shares-35.52%2025-09-302025-10-30
EU ENCORE ENERGY CORP15.2K shares0.00%2025-09-302025-10-30
HYPR HYPERFINE INC10.8K shares0.00%2025-09-302025-10-30
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available