Univest Financial Corp
CIK Number: 0000102212
1.53B
Market Value
271
# of Holdings
13 months
Avg. Holding Period
35.59%
Win Rate
-4.96%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total ... | 68.02 | +0.28% | 2.2M | +4.85% | 129.71M | 57.31 | 8.18% |
| 2 | SPLG | SPDR Portfolio ... | 70.45 | +1.00% | 1.58M | +31.74% | 108.68M | 67.85 | 6.86% |
| 3 | AAPL | Apple Inc. | 203.98 | +1.67% | 399.68K | -0.89% | 100.09M | 199.15 | 6.31% |
| 4 | MSFT | Microsoft Corpo... | 470.25 | +0.55% | 160.12K | +4.83% | 67.49M | 384.47 | 4.26% |
| 5 | SPAB | SPDR Portfolio ... | 25.09 | -0.54% | 2.22M | -3.38% | 55.45M | 26 | 3.50% |
| 6 | GOOGL | Alphabet Inc. | 173.69 | +3.26% | 229.22K | +0.23% | 43.39M | 140.73 | 2.74% |
| 7 | AMZN | Amazon.com, Inc... | 213.57 | +2.72% | 192.97K | -0.61% | 42.34M | 168.3 | 2.67% |
| 8 | META | Meta Platforms,... | 697.82 | +1.93% | 63.94K | -0.9% | 37.44M | 461.98 | 2.36% |
| 9 | AVGO | Broadcom Inc. | 246.82 | -5.04% | 153.1K | +5.30% | 35.49M | 169.4 | 2.24% |
| 10 | IUSB | iShares Core To... | 45.35 | -0.48% | 746.93K | +44.31% | 33.76M | 46.53 | 2.13% |
| 11 | BLK | BlackRock, Inc. | 989.50 | +0.41% | 29.93K | +100.00% | 30.68M | 1025.11 | 1.94% |
| 12 | V | Visa Inc. | 370.24 | +0.95% | 81.12K | -2.09% | 25.64M | 231.4 | 1.62% |
| 13 | CRM | Salesforce, Inc... | 274.42 | +2.73% | 76.3K | -1.4% | 25.51M | 261.7 | 1.61% |
| 14 | VOO | Vanguard 500 In... | 550.59 | +1.01% | 44.7K | -5.03% | 24.08M | 243.2 | 1.52% |
| 15 | XLE | Energy Select S... | 83.42 | +1.89% | 273.16K | -1.34% | 23.4M | 74.65 | 1.48% |
| 16 | NEE | NextEra Energy,... | 72.16 | +0.93% | 314.17K | +0.38% | 22.52M | 78.03 | 1.42% |
| 17 | TMO | Thermo Fisher S... | 401.77 | +0.86% | 39.78K | -11.97% | 20.69M | 548.03 | 1.31% |
| 18 | SPTL | SPDR Portfolio ... | 25.73 | -1.21% | 788.33K | +21.72% | 20.65M | 28.56 | 1.30% |
| 19 | COST | Costco Wholesal... | 1014.98 | +0.41% | 21K | -5.79% | 19.25M | 723.98 | 1.21% |
| 20 | SPGI | S&P Global Inc. | 519.28 | +0.68% | 33.77K | +2.35% | 16.82M | 468.35 | 1.06% |
| 21 | AMAT | Applied Materia... | 166.71 | +1.53% | 100.76K | -0.29% | 16.39M | 175 | 1.03% |
| 22 | UNH | UnitedHealth Gr... | 303.16 | +2.47% | 31.71K | -2.01% | 16.04M | 558.58 | 1.01% |
| 23 | NVDA | NVIDIA Corporat... | 141.68 | +1.20% | 118.14K | +156.99% | 15.87M | 129.34 | 1.00% |
| 24 | ROP | Roper Technolog... | 572.78 | +0.58% | 30.4K | +0.40% | 15.8M | 508.92 | 1.00% |
| 25 | UVSP | Univest Financi... | 29.45 | +2.26% | 531.83K | +0.07% | 15.69M | 25.08 | 0.99% |
| 26 | AXP | American Expres... | 302.52 | +2.22% | 47.62K | -3.74% | 14.13M | 208.24 | 0.89% |
| 27 | HON | Honeywell Inter... | 228.78 | +0.93% | 57.26K | -1.46% | 12.93M | 175.32 | 0.82% |
| 28 | ACN | Accenture plc | 317.51 | +0.68% | 36.45K | +0.26% | 12.82M | 324.92 | 0.81% |
| 29 | AMT | American Tower ... | 212.57 | -1.69% | 67.14K | -17.39% | 12.31M | 225.67 | 0.78% |
| 30 | ZTS | Zoetis Inc. | 170.05 | +0.85% | 74.52K | -8.26% | 12.14M | 185.3 | 0.77% |
| 31 | XLV | Health Care Sel... | 134.38 | +0.95% | 85.72K | +1.32K% | 11.79M | 138.73 | 0.74% |
| 32 | SHW | The Sherwin-Wil... | 357.45 | -0.12% | 34.32K | -5.8% | 11.67M | 322.16 | 0.74% |
| 33 | TJX | The TJX Compani... | 128.46 | +0.86% | 94.44K | +3.15% | 11.41M | 110.55 | 0.72% |
| 34 | MUB | iShares Nationa... | 103.21 | -0.32% | 106.17K | +10.53% | 11.31M | 108.43 | 0.71% |
| 35 | SSNC | SS&C Technologi... | 80.64 | +0.53% | 148.4K | -0.99% | 11.25M | 70.35 | 0.71% |
| 36 | XLP | Consumer Staple... | 81.68 | +0.31% | 142.71K | +910.77% | 11.22M | 79.04 | 0.71% |
| 37 | TEL | TE Connectivity... | 164.71 | +1.47% | 76.1K | +52.97% | 10.88M | 148.21 | 0.69% |
| 38 | FDX | FedEx Corporati... | 219.60 | +1.32% | 37.17K | -0.44% | 10.46M | 251.84 | 0.66% |
| 39 | JNJ | Johnson & Johns... | 155.02 | +0.89% | 71.45K | -3.57% | 10.33M | 113.41 | 0.65% |
| 40 | SLYG | SPDR S&P 600 Sm... | 87.66 | +1.20% | 113.41K | +14.58% | 10.25M | 92.76 | 0.65% |
| 41 | SCHW | The Charles Sch... | 88.25 | +1.15% | 137.53K | -0.4% | 10.18M | 67.74 | 0.64% |
| 42 | REGN | Regeneron Pharm... | 493.12 | +2.08% | 14.2K | -9.63% | 10.12M | 936.33 | 0.64% |
| 43 | SPSM | SPDR Portfolio ... | 41.99 | +1.13% | 221.91K | +28.88% | 9.97M | 45.38 | 0.63% |
| 44 | JPM | JPMorgan Chase ... | 265.73 | +1.44% | 40.62K | -0.65% | 9.74M | 185.05 | 0.61% |
| 45 | POOL | Pool Corporatio... | 297.08 | -3.69% | 28.3K | +1.02% | 9.65M | 375.84 | 0.61% |
| 46 | LHX | L3Harris Techno... | 244.22 | +0.89% | 42.02K | +48.68% | 8.84M | 228.84 | 0.56% |
| 47 | VTI | Vanguard Total ... | 295.08 | +1.15% | 27.95K | -3.05% | 8.1M | 279.63 | 0.51% |
| 48 | IEFA | iShares Core MS... | 83.43 | +0.31% | 111.04K | +1.24K% | 7.8M | 70.86 | 0.49% |
| 49 | MDLZ | Mondelez Intern... | 66.17 | -0.31% | 129.3K | -18.31% | 7.72M | 69.06 | 0.49% |
| 50 | HD | The Home Depot,... | 367.29 | -0.54% | 19.44K | -7.81% | 7.56M | 376.88 | 0.48% |
| 51 | CRL | Charles River L... | 144.66 | +2.45% | 40.57K | -12.78% | 7.49M | 201.61 | 0.47% |
| 52 | FTNT | Fortinet, Inc. | 104.94 | +1.39% | 73.34K | +0.22% | 6.93M | 75.72 | 0.44% |
| 53 | ANET | Arista Networks... | 97.26 | +2.19% | 61.64K | +100.00% | 6.81M | 110.53 | 0.43% |
| 54 | NOW | ServiceNow, Inc... | 1030.28 | +1.25% | 6.21K | +1.34% | 6.58M | 869.87 | 0.42% |
| 55 | VTV | Vanguard Value ... | 173.00 | +0.98% | 35.89K | +10.52% | 6.08M | 174.07 | 0.38% |
| 56 | SPYG | SPDR Portfolio ... | 91.41 | +1.02% | 64.4K | +12.20% | 5.66M | 83.48 | 0.36% |
| 57 | VTEB | Vanguard Tax-Ex... | 48.61 | -0.25% | 110.6K | +85.10% | 5.54M | 50.66 | 0.35% |
| 58 | ICE | Intercontinenta... | 178.67 | +0.06% | 36.78K | +10.07% | 5.48M | 154.71 | 0.35% |
| 59 | BX | Blackstone Inc. | 140.50 | +1.99% | 30.54K | +4.29% | 5.26M | 145.56 | 0.33% |
| 60 | VEEV | Veeva Systems I... | 285.14 | -1.66% | 24.68K | +17.05% | 5.19M | 209.92 | 0.33% |
| 61 | LMT | Lockheed Martin... | 481.56 | +0.74% | 10.45K | -3.2% | 5.08M | 559.64 | 0.32% |
| 62 | ISRG | Intuitive Surgi... | 556.79 | -0.23% | 9.41K | +5.24% | 4.91M | 484.37 | 0.31% |
| 63 | BND | Vanguard Total ... | 72.20 | -0.54% | 66.97K | +100.00% | 4.82M | 71.91 | 0.30% |
| 64 | TDG | TransDigm Group... | 1466.33 | +1.51% | 3.77K | +6.26% | 4.78M | 1400.84 | 0.30% |
| 65 | ECL | Ecolab Inc. | 267.15 | +0.08% | 20.31K | +6.96% | 4.76M | 248.84 | 0.30% |
| 66 | WMT | Walmart Inc. | 97.45 | -0.52% | 52.19K | -2.41% | 4.72M | 77.4 | 0.30% |
| 67 | ULTA | Ulta Beauty, In... | 465.55 | -0.32% | 10.58K | -0.77% | 4.6M | 395.26 | 0.29% |
| 68 | EQIX | Equinix, Inc. | 914.76 | +0.55% | 4.88K | +10.56% | 4.6M | 892.91 | 0.29% |
| 69 | MRK | Merck & Co., In... | 78.97 | +1.73% | 46.08K | +5.19% | 4.58M | 104.22 | 0.29% |
| 70 | XLK | Technology Sele... | 238.34 | +0.94% | 18.4K | +112.32% | 4.28M | 220.31 | 0.27% |
| 71 | PEP | PepsiCo, Inc. | 130.00 | -0.84% | 27.55K | +6.49% | 4.19M | 163.19 | 0.26% |
| 72 | PG | The Procter & G... | 164.03 | +0.76% | 24.07K | -1.51% | 4.03M | 168.64 | 0.25% |
| 73 | GOOG | Alphabet Inc. | 174.92 | +3.01% | 20.94K | +3.33% | 3.99M | 167.26 | 0.25% |
| 74 | EXLS | ExlService Hold... | 47.98 | +2.01% | 87.78K | +19.51% | 3.9M | 38.16 | 0.25% |
| 75 | URI | United Rentals,... | 706.81 | +1.09% | 5.43K | -5.07% | 3.83M | 766.9 | 0.24% |
| 76 | ADSK | Autodesk, Inc. | 297.81 | -0.14% | 12.72K | +7.95% | 3.76M | 274.29 | 0.24% |
| 77 | AMGN | Amgen Inc. | 290.34 | +1.13% | 14.19K | -17.79% | 3.7M | 312.16 | 0.23% |
| 78 | MNST | Monster Beverag... | 63.43 | +0.68% | 69.35K | +10.38% | 3.64M | 52.44 | 0.23% |
| 79 | RMD | ResMed Inc. | 252.23 | +1.02% | 15.84K | +10.23% | 3.62M | 236.18 | 0.23% |
| 80 | MCD | McDonald's Corp... | 307.37 | -0.52% | 12.37K | -6.22% | 3.59M | 292.76 | 0.23% |
| 81 | ADBE | Adobe Inc. | 416.84 | +0.39% | 7.89K | -15.05% | 3.51M | 512.77 | 0.22% |
| 82 | XOM | Exxon Mobil Cor... | 104.25 | +2.38% | 32.33K | -2.68% | 3.48M | 104.74 | 0.22% |
| 83 | IVV | iShares Core S&... | 601.87 | +0.99% | 5.91K | +0.78% | 3.48M | 563.98 | 0.22% |
| 84 | IJH | iShares Core S&... | 61.09 | +0.96% | 54.27K | -7.51% | 3.38M | 34.75 | 0.21% |
| 85 | CSCO | Cisco Systems, ... | 66.06 | +2.24% | 56.22K | -5.05% | 3.33M | 53.06 | 0.21% |
| 86 | PH | Parker-Hannifin... | 671.20 | +1.39% | 5.09K | +27.39% | 3.24M | 632.72 | 0.20% |
| 87 | TD | The Toronto-Dom... | 70.34 | +0.53% | 60.71K | +6.12% | 3.23M | 62.68 | 0.20% |
| 88 | ABT | Abbott Laborato... | 133.62 | -0.24% | 28.57K | -3.73% | 3.23M | 114.12 | 0.20% |
| 89 | SPY | SPDR S&P 500 ET... | 599.04 | +1.01% | 5.51K | -6.2% | 3.23M | 456.79 | 0.20% |
| 90 | MET | MetLife, Inc. | 79.94 | +1.76% | 39.3K | -4.24% | 3.22M | 76.62 | 0.20% |
| 91 | FSTA | Fidelity MSCI C... | 51.68 | +0.33% | 64.67K | +100.00% | 3.2M | 49.43 | 0.20% |
| 92 | IT | Gartner, Inc. | 422.43 | +0.28% | 6.55K | +29.85% | 3.17M | 493.84 | 0.20% |
| 93 | VNQ | Vanguard Real E... | 89.86 | +0.48% | 34.76K | +781.19% | 3.1M | 90.03 | 0.20% |
| 94 | JNK | SPDR Bloomberg ... | 95.61 | +0.01% | 30.48K | +13.65% | 2.91M | 97.51 | 0.18% |
| 95 | LNTH | Lantheus Holdin... | 81.58 | +1.56% | 32.04K | -1.64% | 2.87M | 102.25 | 0.18% |
| 96 | VUG | Vanguard Growth... | 421.96 | +1.03% | 6.91K | +3.37% | 2.83M | 384.79 | 0.18% |
| 97 | IJR | iShares Core S&... | 107.69 | +1.22% | 24.57K | -10.79% | 2.83M | 61.81 | 0.18% |
| 98 | TSLA | Tesla, Inc. | 295.17 | +3.68% | 7K | -1.69% | 2.83M | 261.63 | 0.18% |
| 99 | SNPS | Synopsys, Inc. | 485.90 | +0.77% | 5.71K | -0.44% | 2.77M | 500.8 | 0.17% |
| 100 | SPDW | SPDR Portfolio ... | 40.34 | +0.31% | 80.73K | +46.91% | 2.76M | 36.46 | 0.17% |
| 101 | XLY | Consumer Discre... | 212.12 | +1.27% | 12K | +110.56% | 2.69M | 212.96 | 0.17% |
| 102 | A | Agilent Technol... | 115.80 | +1.64% | 19.59K | -36.7% | 2.63M | 114.51 | 0.17% |
| 103 | BNDX | Vanguard Total ... | 49.19 | +0.03% | 51.88K | +15.60% | 2.54M | 50.01 | 0.16% |
| 104 | BRK-B | Berkshire Hatha... | 493.83 | +1.04% | 5.38K | +0.02% | 2.44M | 460.26 | 0.15% |
| 105 | LLY | Eli Lilly and C... | 770.02 | +0.57% | 3.15K | -11.75% | 2.43M | 436.78 | 0.15% |
| 106 | CVX | Chevron Corpora... | 140.22 | +2.43% | 16.66K | +1.67% | 2.41M | 143.1 | 0.15% |
| 107 | CME | CME Group Inc. | 274.21 | -0.25% | 10.31K | +0.76% | 2.39M | 217.23 | 0.15% |
| 108 | WM | Waste Managemen... | 236.36 | -0.96% | 11.79K | +0.94% | 2.38M | 190.89 | 0.15% |
| 109 | WSO | Watsco, Inc. | 445.41 | +0.69% | 4.93K | +0.53% | 2.34M | 477.92 | 0.15% |
| 110 | IWO | iShares Russell... | 280.81 | +1.67% | 8.05K | +275.60% | 2.32M | 286.8 | 0.15% |
| 111 | UNP | Union Pacific C... | 223.41 | +1.25% | 9.96K | -6.16% | 2.27M | 218.76 | 0.14% |
| 112 | SCZ | iShares MSCI EA... | 71.28 | +0.08% | 37.08K | +202.12% | 2.25M | 63.05 | 0.14% |
| 113 | VEA | Vanguard Develo... | 56.27 | +0.31% | 44.54K | +247.10% | 2.13M | 47.96 | 0.13% |
| 114 | VOE | Vanguard Mid-Ca... | 162.54 | +0.75% | 13.13K | +8.05% | 2.12M | 167.23 | 0.13% |
| 115 | MA | Mastercard Inco... | 590.15 | +0.80% | 3.98K | -1.87% | 2.1M | 493.8 | 0.13% |
| 116 | MBB | iShares MBS ETF | 91.78 | -0.5% | 22.03K | +10.08% | 2.02M | 95.43 | 0.13% |
| 117 | BMY | Bristol-Myers S... | 48.41 | +1.20% | 35.14K | -8.69% | 1.99M | 51.74 | 0.13% |
| 118 | MDYG | SPDR S&P 400 Mi... | 85.89 | +0.86% | 21.8K | +12.50% | 1.89M | 87.65 | 0.12% |
| 119 | MMC | Marsh & McLenna... | 230.08 | +0.53% | 8.9K | -4.29% | 1.89M | 223.09 | 0.12% |
| 120 | WEC | WEC Energy Grou... | 105.59 | +0.76% | 20.08K | +2.38% | 1.89M | 93.91 | 0.12% |
| 121 | CMCSA | Comcast Corpora... | 34.69 | +1.37% | 49.74K | -4.22% | 1.87M | 40.61 | 0.12% |
| 122 | INTU | Intuit Inc. | 771.43 | +0.62% | 2.89K | +27.49% | 1.82M | 622.62 | 0.11% |
| 123 | LW | Lamb Weston Hol... | 55.69 | +0.81% | 26.8K | -39.31% | 1.79M | 67.54 | 0.11% |
| 124 | SCHZ | Schwab U.S. Agg... | 22.77 | -0.59% | 78.46K | +1.16K% | 1.78M | 22.87 | 0.11% |
| 125 | IAGG | iShares Core In... | 50.77 | -0.02% | 35.04K | +282.04% | 1.75M | 50.42 | 0.11% |
| 126 | IEMG | iShares Core MS... | 58.48 | +0.39% | 32.22K | +149.65% | 1.68M | 54.3 | 0.11% |
| 127 | APTV | Aptiv PLC | 66.64 | +1.77% | 26.69K | +100.00% | 1.61M | 60.48 | 0.10% |
| 128 | CINF | Cincinnati Fina... | 151.02 | +0.77% | 11.13K | -3.75% | 1.6M | 136.12 | 0.10% |
| 129 | CAT | Caterpillar Inc... | 353.41 | +1.28% | 4.4K | -3.02% | 1.6M | 357.14 | 0.10% |
| 130 | ADI | Analog Devices,... | 222.24 | +1.93% | 7.49K | +2.11% | 1.59M | 229.8 | 0.10% |
| 131 | SLYV | SPDR S&P 600 Sm... | 78.46 | +1.23% | 18.12K | +13.87% | 1.58M | 86.87 | 0.10% |
| 132 | VZ | Verizon Communi... | 43.80 | +1.15% | 38.87K | +0.81% | 1.55M | 44.57 | 0.10% |
| 133 | IWS | iShares Russell... | 129.97 | +0.94% | 11.93K | +100.00% | 1.54M | 129.34 | 0.10% |
| 134 | IWN | iShares Russell... | 154.59 | +1.55% | 8.63K | +100.00% | 1.42M | 164.17 | 0.09% |
| 135 | ABBV | AbbVie Inc. | 189.90 | +1.30% | 7.91K | -3.83% | 1.41M | 197.48 | 0.09% |
| 136 | EFV | iShares MSCI EA... | 64.13 | +0.31% | 26.27K | -5.96% | 1.38M | 57.53 | 0.09% |
| 137 | IWR | iShares Russell... | 90.34 | +0.96% | 15.55K | -17.64% | 1.37M | 88.14 | 0.09% |
| 138 | BRK-A | Berkshire Hatha... | 740824.00 | +1.21% | 2 | 0.00% | 1.36M | 691180 | 0.09% |
| 139 | DFAC | Dimensional U.S... | 34.94 | +1.14% | 38.86K | -11.84% | 1.34M | 34.29 | 0.08% |
| 140 | EFX | Equifax Inc. | 268.34 | +0.80% | 5.25K | 0.00% | 1.34M | 109.32 | 0.08% |
| 141 | INGR | Ingredion Incor... | 138.05 | +0.96% | 9.65K | +4.27% | 1.33M | 137.44 | 0.08% |
| 142 | SNA | Snap-on Incorpo... | 321.65 | +0.82% | 3.83K | +1.29% | 1.3M | 290.35 | 0.08% |
| 143 | QQQ | Invesco QQQ Tru... | 529.85 | +0.96% | 2.51K | -2.94% | 1.28M | 488.07 | 0.08% |
| 144 | XLC | Communication S... | 103.71 | +1.28% | 13.06K | +24.51% | 1.26M | 91.66 | 0.08% |
| 145 | DAR | Darling Ingredi... | 30.75 | +1.08% | 37.48K | -52.97% | 1.26M | 37.83 | 0.08% |
| 146 | ETR | Entergy Corpora... | 82.13 | +0.40% | 16.55K | +94.50% | 1.25M | 65.81 | 0.08% |
| 147 | DIS | The Walt Disney... | 113.90 | +1.22% | 10.6K | -12.33% | 1.18M | 95.35 | 0.07% |
| 148 | DHI | D.R. Horton, In... | 120.74 | -1.63% | 8.42K | -8.52% | 1.18M | 183.94 | 0.07% |
| 149 | FAST | Fastenal Compan... | 42.05 | +1.73% | 15.82K | -7.21% | 1.14M | 71.42 | 0.07% |
| 150 | ETN | Eaton Corporati... | 331.68 | +1.59% | 3.33K | +100.00% | 1.1M | 331.87 | 0.07% |