Univest Financial Corp Holdings & Portfolio - 13F Filings Analysis - Stocknear

Univest Financial Corp

CIK Number: 0000102212

1.67B
Market Value
275
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VXUS Vanguard Total ...
72.38
-0.12% 1.96M -10.88% 121.81M 57.31 7.96% Share
2 SPLG SPDR Portfolio ...
76.52
+0.22% 1.78M +13.16% 117.31M 67.61 7.66% Share
3 AAPL Apple Inc.
234.35
-1.48% 397.91K -0.44% 88.39M 199.15 5.77% Share
4 SPAB SPDR Portfolio ...
25.86
-0.19% 2.94M +32.52% 75.1M 25.89 4.91% Share
5 MSFT Microsoft Corpo...
498.41
+0.04% 166.5K +3.98% 62.5M 384.12 4.08% Share
6 AMZN Amazon.com, Inc...
238.24
+1.02% 205.51K +6.50% 39.1M 169.64 2.55% Share
7 GOOGL Alphabet Inc.
239.63
+2.39% 249.44K +8.82% 38.57M 141.85 2.52% Share
8 META Meta Platforms,...
765.70
+1.78% 62.05K -2.96% 35.76M 461.98 2.34% Share
9 IUSB iShares Core To...
46.71
-0.15% 683.4K -8.51% 31.49M 46.53 2.06% Share
10 NVDA NVIDIA Corporat...
170.76
+1.46% 273.43K +131.44% 29.63M 117.43 1.94% Share
11 V Visa Inc.
343.99
+0.49% 74.23K -8.5% 26.01M 231.4 1.70% Share
12 XLE Energy Select S...
87.61
+0.52% 275.54K +0.87% 25.75M 74.81 1.68% Share
13 AVGO Broadcom Inc.
336.67
-2.6% 150.87K -1.46% 25.26M 169.4 1.65% Share
14 BLK BlackRock, Inc.
1107.36
+0.22% 26.44K -11.65% 25.03M 1025.11 1.64% Share
15 NEE NextEra Energy,...
70.08
+0.44% 346.4K +10.26% 24.56M 77.36 1.60% Share
16 VOO Vanguard S&P 50...
597.87
+0.23% 43.75K -2.11% 22.49M 243.2 1.47% Share
17 SPGI S&P Global Inc.
547.52
+0.30% 34K +0.67% 17.27M 468.61 1.13% Share
18 COST Costco Wholesal...
979.25
+0.76% 18.24K -13.17% 17.25M 723.98 1.13% Share
19 UNH UnitedHealth Gr...
348.18
+8.72% 32.87K +3.65% 17.22M 557.36 1.12% Share
20 TMO Thermo Fisher S...
482.51
-1.05% 31.34K -21.22% 15.59M 548.03 1.02% Share
21 LLY Eli Lilly and C...
750.59
+1.62% 17.94K +468.74% 14.82M 757.49 0.97% Share
22 UVSP Univest Financi...
30.90
-1.47% 520.58K -2.12% 14.76M 25.08 0.96% Share
23 AMT American Tower ...
194.57
+0.48% 64.49K -3.95% 14.03M 225.67 0.92% Share
24 CRM Salesforce, Inc...
252.03
-0.1% 52.14K -31.67% 13.99M 261.7 0.91% Share
25 MUB iShares Nationa...
105.68
-0.14% 129.9K +22.35% 13.7M 107.89 0.89% Share
26 AMAT Applied Materia...
163.50
+0.89% 87.28K -13.38% 12.67M 175 0.83% Share
27 SPTL SPDR Portfolio ...
26.93
-0.44% 455.74K -42.19% 12.42M 28.56 0.81% Share
28 SHW The Sherwin-Wil...
361.31
-3.71% 34.53K +0.61% 12.06M 322.32 0.79% Share
29 JNJ Johnson & Johns...
176.97
-0.65% 70.83K -0.87% 11.75M 113.41 0.77% Share
30 REGN Regeneron Pharm...
556.53
-0.34% 18.42K +29.69% 11.68M 867.17 0.76% Share
31 MDLZ Mondelez Intern...
62.57
+1.02% 171.59K +32.71% 11.64M 68.77 0.76% Share
32 SSNC SS&C Technologi...
88.78
-0.1% 139.35K -6.09% 11.64M 70.35 0.76% Share
33 LHX L3Harris Techno...
270.65
-1.18% 55.55K +32.20% 11.63M 224.08 0.76% Share
34 TJX The TJX Compani...
139.96
-0.62% 94.35K -0.1% 11.49M 110.55 0.75% Share
35 AXP American Expres...
324.29
-0.34% 42.41K -10.95% 11.41M 208.24 0.75% Share
36 PM Philip Morris I...
164.72
+1.23% 69.21K +1.48K% 10.99M 154.57 0.72% Share
37 TEL TE Connectivity...
208.57
+0.34% 77.6K +1.97% 10.97M 148.08 0.72% Share
38 ZTS Zoetis Inc.
149.78
-1.3% 62.11K -16.65% 10.23M 185.3 0.67% Share
39 SCHW The Charles Sch...
93.67
+0.23% 128.12K -6.84% 10.03M 67.74 0.66% Share
40 JPM JPMorgan Chase ...
297.80
+1.67% 39.65K -2.39% 9.73M 185.05 0.64% Share
41 POOL Pool Corporatio...
321.87
-3.52% 30.11K +6.37% 9.58M 372.4 0.63% Share
42 SPSM SPDR Portfolio ...
45.96
-0.84% 233.97K +5.44% 9.54M 45.14 0.62% Share
43 URI United Rentals,...
945.06
-2.59% 14.84K +173.37% 9.3M 677.99 0.61% Share
44 ROP Roper Technolog...
519.67
-0.72% 15.55K -48.85% 9.17M 508.92 0.60% Share
45 VTI Vanguard Total ...
320.97
+0.12% 29.88K +6.91% 8.21M 279.32 0.54% Share
46 FDX FedEx Corporati...
225.69
+0.31% 33.44K -10.04% 8.15M 251.84 0.53% Share
47 ADBE Adobe Inc.
354.06
-1.28% 20.1K +154.91% 7.71M 434.23 0.50% Share
48 BAC Bank of America...
50.28
+1.67% 182.12K +1.32K% 7.6M 41.59 0.50% Share
49 ULTA Ulta Beauty, In...
513.85
-1.15% 20.68K +95.39% 7.58M 381.24 0.50% Share
50 ACN Accenture plc
251.94
-1.42% 23.83K -34.62% 7.44M 324.92 0.49% Share
51 HD The Home Depot,...
415.33
-1.1% 19.75K +1.60% 7.24M 376.71 0.47% Share
52 VTV Vanguard Value ...
182.49
+0.10% 41.13K +14.61% 7.11M 173.9 0.46% Share
53 ICE Intercontinenta...
173.47
-0.24% 37.7K +2.52% 6.5M 155.14 0.42% Share
54 IEFA iShares Core MS...
86.44
-0.35% 75.57K -31.94% 5.72M 70.86 0.37% Share
55 SPYG SPDR Portfolio ...
101.41
+0.44% 70.99K +10.24% 5.71M 83.19 0.37% Share
56 TDG TransDigm Group...
1311.97
+1.45% 3.88K +2.97% 5.37M 1400.34 0.35% Share
57 FTNT Fortinet, Inc.
79.84
-0.65% 54.78K -25.31% 5.27M 75.72 0.34% Share
58 ECL Ecolab Inc.
270.66
-1.7% 20.66K +1.71% 5.24M 248.92 0.34% Share
59 CRL Charles River L...
157.47
-2.8% 34.25K -15.59% 5.15M 201.61 0.34% Share
60 XLV Health Care Sel...
138.59
+0.54% 35.22K -58.92% 5.14M 138.73 0.34% Share
61 BX Blackstone Inc.
173.16
-0.08% 35.5K +16.25% 4.96M 144.75 0.32% Share
62 VEEV Veeva Systems I...
282.47
-0.11% 20.36K -17.48% 4.72M 209.92 0.31% Share
63 ANET Arista Networks...
141.90
+1.35% 60.02K -2.62% 4.65M 110.53 0.30% Share
64 LMT Lockheed Martin...
456.96
-0.47% 10.22K -2.23% 4.57M 559.64 0.30% Share
65 PG The Procter & G...
159.46
+0.28% 26.18K +8.79% 4.46M 168.79 0.29% Share
66 MNST Monster Beverag...
63.35
+0.52% 74.85K +7.94% 4.38M 52.89 0.29% Share
67 PEP PepsiCo, Inc.
143.10
+0.98% 28.73K +4.26% 4.31M 162.65 0.28% Share
68 WMT Walmart Inc.
102.30
+0.02% 48.51K -7.05% 4.26M 77.4 0.28% Share
69 AMGN Amgen Inc.
279.97
-0.08% 13.51K -4.74% 4.21M 312.16 0.28% Share
70 XOM Exxon Mobil Cor...
110.67
+0.75% 35.29K +9.16% 4.2M 105.93 0.27% Share
71 MRK Merck & Co., In...
84.61
+0.62% 46.48K +0.87% 4.17M 104.1 0.27% Share
72 EQIX Equinix, Inc.
779.54
+1.83% 5.07K +3.87% 4.13M 890.02 0.27% Share
73 MA Mastercard Inco...
583.89
-0.46% 7.44K +86.65% 4.08M 519.02 0.27% Share
74 ISRG Intuitive Surgi...
467.54
-0.52% 8.21K -12.81% 4.07M 484.37 0.27% Share
75 GOOG Alphabet Inc.
239.94
+2.47% 25.73K +22.84% 4.02M 165.21 0.26% Share
76 MCD McDonald's Corp...
312.44
-0.12% 12.69K +2.58% 3.96M 293.26 0.26% Share
77 EXLS ExlService Hold...
44.12
-0.18% 80.29K -8.54% 3.79M 38.16 0.25% Share
78 TD The Toronto-Dom...
75.34
+0.83% 60.56K -0.25% 3.63M 62.68 0.24% Share
79 IDXX IDEXX Laborator...
655.60
+0.42% 8.52K +266.59% 3.58M 443.21 0.23% Share
80 IVV iShares Core S&...
653.63
+0.23% 6.35K +7.48% 3.57M 563.83 0.23% Share
81 NOW ServiceNow, Inc...
933.60
-0.61% 4.36K -29.87% 3.47M 869.87 0.23% Share
82 PH Parker-Hannifin...
755.60
-0.6% 5.59K +9.68% 3.4M 630.53 0.22% Share
83 UNP Union Pacific C...
216.04
-0.56% 14.34K +43.98% 3.39M 224.1 0.22% Share
84 UBER Uber Technologi...
95.44
+1.14% 45.3K +100.00% 3.3M 72.86 0.22% Share
85 VTEB Vanguard Tax-Ex...
49.63
-0.05% 63.29K -42.78% 3.14M 50.66 0.21% Share
86 XLK Technology Sele...
265.33
+0.19% 14.71K -20.05% 3.04M 220.31 0.20% Share
87 BRK-B Berkshire Hatha...
492.72
-0.21% 5.63K +4.68% 3M 463.5 0.20% Share
88 SPY SPDR S&P 500 ET...
650.36
+0.24% 5.16K -6.35% 2.89M 456.79 0.19% Share
89 CVX Chevron Corpora...
154.78
+0.51% 17.16K +3.00% 2.87M 143.8 0.19% Share
90 ABT Abbott Laborato...
131.95
-0.19% 21.42K -25.03% 2.84M 114.12 0.19% Share
91 SPDW SPDR Portfolio ...
42.20
-0.38% 77.64K -3.82% 2.83M 36.46 0.18% Share
92 CSCO Cisco Systems, ...
67.34
+0.69% 45.41K -19.22% 2.8M 53.06 0.18% Share
93 SNPS Synopsys, Inc.
604.37
-0.77% 6.53K +14.36% 2.8M 491.77 0.18% Share
94 JNK SPDR Bloomberg ...
97.41
-0.11% 29.27K -3.99% 2.79M 97.51 0.18% Share
95 IJH iShares Core S&...
65.46
-0.89% 46.8K -13.77% 2.73M 34.75 0.18% Share
96 WSO Watsco, Inc.
401.86
-1.71% 5.33K +8.24% 2.71M 480.23 0.18% Share
97 WM Waste Managemen...
219.11
+0.03% 11.57K -1.86% 2.68M 190.89 0.17% Share
98 HON Honeywell Inter...
214.20
-0.26% 12.65K -77.91% 2.68M 175.32 0.17% Share
99 APTV Aptiv PLC
82.15
-0.18% 42.83K +60.46% 2.55M 60.11 0.17% Share
100 VUG Vanguard Growth...
467.23
+0.36% 6.85K -0.83% 2.54M 384.79 0.17% Share
101 RMD ResMed Inc.
279.23
-0.08% 11.24K -29.01% 2.52M 236.18 0.16% Share
102 LNTH Lantheus Holdin...
55.07
+2.69% 24.88K -22.34% 2.43M 102.25 0.16% Share
103 SLYG SPDR S&P 600 Sm...
93.51
-0.79% 29.16K -74.29% 2.42M 92.76 0.16% Share
104 FSTA Fidelity MSCI C...
51.41
+0.26% 47.31K -26.85% 2.42M 49.43 0.16% Share
105 MBB iShares MBS ETF
95.10
-0.22% 25.75K +16.91% 2.42M 95.19 0.16% Share
106 CME CME Group Inc.
261.53
-0.4% 8.97K -12.98% 2.38M 217.23 0.16% Share
107 MET MetLife, Inc.
79.28
-0.4% 29.54K -24.85% 2.37M 76.62 0.15% Share
108 ADSK Autodesk, Inc.
325.19
-0.49% 9.02K -29.05% 2.36M 274.29 0.15% Share
109 NFLX Netflix, Inc.
1263.25
+1.49% 2.48K +548.30% 2.32M 898.09 0.15% Share
110 XLP Consumer Staple...
80.73
+0.20% 28.18K -80.25% 2.3M 79.04 0.15% Share
111 BNDX Vanguard Total ...
49.42
-0.04% 45.81K -11.71% 2.24M 50.01 0.15% Share
112 BMY Bristol-Myers S...
47.24
+1.11% 35.25K +0.32% 2.15M 51.77 0.14% Share
113 EME EMCOR Group, In...
623.31
+0.28% 5.77K +100.00% 2.13M 369.63 0.14% Share
114 MMC Marsh & McLenna...
201.88
-0.78% 8.65K -2.82% 2.11M 223.09 0.14% Share
115 INTU Intuit Inc.
670.89
-0.12% 3.3K +14.09% 2.02M 621.55 0.13% Share
116 IT Gartner, Inc.
246.08
-0.07% 4.8K -26.75% 2.01M 493.84 0.13% Share
117 IWO iShares Russell...
310.61
-0.46% 7.61K -5.5% 1.94M 286.8 0.13% Share
118 VOE Vanguard Mid-Ca...
171.71
-0.41% 11.89K -9.44% 1.91M 167.23 0.12% Share
119 CMCSA Comcast Corpora...
33.67
-0.97% 51.55K +3.64% 1.9M 40.47 0.12% Share
120 ABNB Airbnb, Inc.
123.81
-0.65% 15.9K +100.00% 1.9M 119.46 0.12% Share
121 VRTX Vertex Pharmace...
396.48
+0.31% 3.89K +100.00% 1.89M 484.82 0.12% Share
122 VZ Verizon Communi...
43.56
+0.55% 40.64K +4.55% 1.84M 44.61 0.12% Share
123 TSLA Tesla, Inc.
346.99
+0.17% 6.96K -0.57% 1.8M 261.63 0.12% Share
124 BND Vanguard Total ...
74.37
-0.19% 24.3K -63.71% 1.79M 71.91 0.12% Share
125 WEC WEC Energy Grou...
107.56
+0.19% 15.38K -23.41% 1.68M 93.91 0.11% Share
126 DAR Darling Ingredi...
31.64
+1.39% 53.56K +42.91% 1.67M 35.85 0.11% Share
127 BRK-A Berkshire Hatha...
739455.20
-0.09% 2 0.00% 1.6M 691180 0.10% Share
128 ADI Analog Devices,...
248.18
-0.32% 7.88K +5.18% 1.59M 228.42 0.10% Share
129 ABBV AbbVie Inc.
210.41
+0.30% 7.57K -4.3% 1.59M 197.48 0.10% Share
130 MDYG SPDR S&P 400 Mi...
91.44
-1.04% 19.92K -8.63% 1.58M 87.65 0.10% Share
131 EFV iShares MSCI EA...
67.45
-0.27% 26.3K +0.08% 1.55M 57.53 0.10% Share
132 IJR iShares Core S&...
117.93
-0.86% 14.72K -40.1% 1.54M 61.81 0.10% Share
133 CINF Cincinnati Fina...
153.69
+0.15% 10.42K -6.37% 1.54M 136.12 0.10% Share
134 IWS iShares Russell...
138.57
-0.5% 11.93K 0.00% 1.5M 129.34 0.10% Share
135 INGR Ingredion Incor...
127.09
-0.79% 10.71K +11.06% 1.45M 137.21 0.09% Share
136 CASY Casey's General...
541.30
+3.80% 3.33K +100.00% 1.44M 434.04 0.09% Share
137 CAT Caterpillar Inc...
417.96
-1.14% 4.26K -3.21% 1.4M 357.14 0.09% Share
138 IEMG iShares Core MS...
63.58
+0.37% 25.95K -19.45% 1.4M 54.3 0.09% Share
139 SLYV SPDR S&P 600 Sm...
88.06
-0.97% 17.77K -1.94% 1.39M 86.87 0.09% Share
140 PLD Prologis, Inc.
111.89
-1.47% 12.29K +28.37% 1.37M 122.62 0.09% Share
141 VEA Vanguard Develo...
59.37
-0.28% 26.54K -40.42% 1.35M 47.96 0.09% Share
142 LW Lamb Weston Hol...
57.10
-0.81% 25.04K -6.59% 1.33M 67.54 0.09% Share
143 ETR Entergy Corpora...
87.00
+0.20% 15.38K -7.07% 1.31M 65.81 0.09% Share
144 EFX Equifax Inc.
252.33
-0.25% 5.25K 0.00% 1.28M 109.32 0.08% Share
145 GLW Corning Incorpo...
72.38
+0.32% 27.48K +49.41% 1.26M 45.36 0.08% Share
146 DFAC Dimensional U.S...
37.95
-0.12% 38.02K -2.16% 1.25M 34.29 0.08% Share
147 IWN iShares Russell...
174.66
-0.74% 8.15K -5.54% 1.23M 164.17 0.08% Share
148 SPMD SPDR Portfolio ...
57.37
-0.9% 23.45K +20.13% 1.2M 54.09 0.08% Share
149 FAST Fastenal Compan...
47.90
-0.6% 14.61K -7.64% 1.13M 71.42 0.07% Share
150 CRH CRH plc
110.71
-1.2% 12.5K +13.47% 1.1M 92.16 0.07% Share