The Analysis of UNIVEST FINANCIAL Corp's Holdings
Currently, UNIVEST FINANCIAL Corp holds 256 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in MDYG (+294.3K shares, valued at $27.2M), XLK (+101.9K shares, valued at $14.7M), XLE (+293.0K shares, valued at $13.1M); decreased their positions in ADBE (-17.2K shares, valued at $6.0M), UNH (-14.4K shares, valued at $4.8M), SPYM (-54.2K shares, valued at $4.3M); initiated new positions in VNQ (+45.9K shares, valued at $4.1M), DT (+28.0K shares, valued at $1.2M), HYG (+11.0K shares, valued at $884.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VXUS VANGUARD STAR FDS2.1M shares0.76%2025-12-312026-02-04
SPYM SPDR SERIES TRUST1.7M shares-3.08%2025-12-312026-02-04 AAPL APPLE INC372.7K shares-0.40%2025-12-312026-02-04 ALPHABET INC ALPHABET INC266.3K shares-4.93%2025-12-312026-02-04 SPAB SPDR SERIES TRUST3.1M shares-0.20%2025-12-312026-02-04 MSFT MICROSOFT CORP155.4K shares-0.10%2025-12-312026-02-04 AMZN AMAZON COM INC241.6K shares-0.29%2025-12-312026-02-04 NVDA NVIDIA CORPORATION291.7K shares4.93%2025-12-312026-02-04 IUSB ISHARES TR996.8K shares19.67%2025-12-312026-02-04 BROADCOM INC BROADCOM INC133.3K shares0.10%2025-12-312026-02-04 META META PLATFORMS INC62.1K shares1.30%2025-12-312026-02-04 LLY ELI LILLY & CO33.4K shares-2.63%2025-12-312026-02-04 MDYG SPDR SERIES TRUST320.9K shares1102.70%2025-12-312026-02-04 NEE NEXTERA ENERGY INC355.9K shares-0.66%2025-12-312026-02-04 XLE SELECT SECTOR SPDR TR591.2K shares98.27%2025-12-312026-02-04 MU MICRON TECHNOLOGY INC89.6K shares-8.04%2025-12-312026-02-04 V VISA INC65.6K shares-1.20%2025-12-312026-02-04 UVSP UNIVEST FINANCIAL CORPORATIO617.5K shares22.20%2025-12-312026-02-04 TMO THERMO FISHER SCIENTIFIC INC34.4K shares-3.13%2025-12-312026-02-04 SPGI S&P GLOBAL INC35.6K shares0.07%2025-12-312026-02-04 BLACKROCK INC BLACKROCK INC17.3K shares-2.04%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW18.5K shares-0.37%2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR109.5K shares1338.05%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO41.3K shares-2.43%2025-12-312026-02-04 REGN REGENERON PHARMACEUTICALS19.4K shares-4.54%2025-12-312026-02-04 MUB ISHARES TR137.1K shares-0.22%2025-12-312026-02-04 LHX L3HARRIS TECHNOLOGIES INC49.3K shares-1.77%2025-12-312026-02-04 TJX TJX COS INC NEW93.3K shares-2.01%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON69.0K shares-1.09%2025-12-312026-02-04 AMAT APPLIED MATLS INC55.2K shares-7.25%2025-12-312026-02-04 PM PHILIP MORRIS INTL INC82.1K shares-1.34%2025-12-312026-02-04 SPSM SPDR SERIES TRUST269.3K shares-4.18%2025-12-312026-02-04 SSNC SS&C TECHNOLOGIES HLDGS INC139.9K shares-0.35%2025-12-312026-02-04 SPYG SPDR SERIES TRUST113.4K shares32.45%2025-12-312026-02-04 CRM SALESFORCE INC45.5K shares-23.24%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.36.8K shares-1.74%2025-12-312026-02-04 URI UNITED RENTALS INC14.6K shares0.82%2025-12-312026-02-04 SCHW SCHWAB CHARLES CORP116.8K shares-1.64%2025-12-312026-02-04 SHW SHERWIN WILLIAMS CO35.7K shares-0.68%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC33.8K shares-29.88%2025-12-312026-02-04 FDX FEDEX CORP36.9K shares-2.01%2025-12-312026-02-04 ULTA ULTA BEAUTY INC17.2K shares-3.17%2025-12-312026-02-04 VTV VANGUARD INDEX FDS54.0K shares14.42%2025-12-312026-02-04 BIL SPDR SERIES TRUST111.2K shares0.15%2025-12-312026-02-04 VTI VANGUARD INDEX FDS28.8K shares-6.19%2025-12-312026-02-04 XLV SELECT SECTOR SPDR TR58.1K shares543.07%2025-12-312026-02-04 ALPHABET INC ALPHABET INC26.6K shares-3.98%2025-12-312026-02-04 BAC BANK AMERICA CORP149.3K shares-0.53%2025-12-312026-02-04 FICO FAIR ISAAC CORP4.7K shares100.56%2025-12-312026-02-04 AMT AMERICAN TOWER CORP NEW44.6K shares-25.68%2025-12-312026-02-04 SNPS SYNOPSYS INC14.7K shares-23.75%2025-12-312026-02-04 MDLZ MONDELEZ INTL INC126.3K shares-29.41%2025-12-312026-02-04 MA MASTERCARD INCORPORATED11.3K shares2.69%2025-12-312026-02-04 HD HOME DEPOT INC18.2K shares-3.11%2025-12-312026-02-04 XLP SELECT SECTOR SPDR TR76.9K shares399.25%2025-12-312026-02-04 EME EMCOR GROUP INC9.6K shares-1.32%2025-12-312026-02-04 TD TORONTO DOMINION BK ONT60.8K shares0.00%2025-12-312026-02-04 ECL ECOLAB INC21.2K shares0.71%2025-12-312026-02-04 ICE INTERCONTINENTAL EXCHANGE IN34.1K shares0.20%2025-12-312026-02-04 ROP ROPER TECHNOLOGIES INC12.1K shares-9.09%2025-12-312026-02-04 MNST MONSTER BEVERAGE CORP NEW69.0K shares-1.54%2025-12-312026-02-04 UBER UBER TECHNOLOGIES INC64.0K shares6.74%2025-12-312026-02-04 XLY SELECT SECTOR SPDR TR43.2K shares2592.83%2025-12-312026-02-04 CASY CASEYS GEN STORES INC9.3K shares4.25%2025-12-312026-02-04 PH PARKER-HANNIFIN CORP5.8K shares-3.33%2025-12-312026-02-04 WMT WALMART INC45.2K shares-2.95%2025-12-312026-02-04 ISRG INTUITIVE SURGICAL INC8.5K shares-2.76%2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP10.0K shares-1.82%2025-12-312026-02-04 POOL POOL CORP20.6K shares-39.94%2025-12-312026-02-04 TDG TRANSDIGM GROUP INC3.4K shares-0.68%2025-12-312026-02-04 IDXX IDEXX LABS INC6.5K shares-6.05%2025-12-312026-02-04 XOM EXXON MOBIL CORP35.9K shares-0.71%2025-12-312026-02-04 AMGN AMGEN INC13.2K shares-2.46%2025-12-312026-02-04 FTNT FORTINET INC54.2K shares1.13%2025-12-312026-02-04 VTEB VANGUARD MUN BD FDS85.1K shares27.15%2025-12-312026-02-04 PEP PEPSICO INC29.7K shares-2.56%2025-12-312026-02-04 EXLS EXLSERVICE HOLDINGS INC99.0K shares0.75%2025-12-312026-02-04 ADBE ADOBE INC12.0K shares-58.96%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR6.0K shares-1.23%2025-12-312026-02-04 VNQ VANGUARD INDEX FDS45.9K sharesnew addition2025-12-312026-02-04 MCD MCDONALDS CORP13.2K shares-0.36%2025-12-312026-02-04 EQIX EQUINIX INC5.1K shares-16.66%2025-12-312026-02-04 ZTS ZOETIS INC30.4K shares-37.04%2025-12-312026-02-04 MGK VANGUARD WORLD FD8.8K shares1582.51%2025-12-312026-02-04 MBB ISHARES TR37.8K shares16.55%2025-12-312026-02-04 CSCO CISCO SYS INC46.4K shares-1.08%2025-12-312026-02-04 SPDW SPDR INDEX SHS FDS79.8K shares-7.43%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO23.7K shares-3.34%2025-12-312026-02-04 VUG VANGUARD INDEX FDS6.7K shares1.25%2025-12-312026-02-04 UNP UNION PAC CORP13.9K shares-8.74%2025-12-312026-02-04 NOW SERVICENOW INC20.0K shares412.27%2025-12-312026-02-04 WM WASTE MGMT INC DEL13.7K shares6.92%2025-12-312026-02-04 IVV ISHARES TR4.3K shares12.63%2025-12-312026-02-04 ABT ABBOTT LABS23.5K shares1.28%2025-12-312026-02-04 TSLA TESLA INC6.5K shares-3.57%2025-12-312026-02-04 CRH PLC CRH PLC23.2K shares1.39%2025-12-312026-02-04 DAR DARLING INGREDIENTS INC79.0K shares-12.07%2025-12-312026-02-04 BNDX VANGUARD CHARLOTTE FDS58.7K shares5.38%2025-12-312026-02-04 VRTX VERTEX PHARMACEUTICALS INC6.1K shares-17.21%2025-12-312026-02-04 ABNB AIRBNB INC20.2K shares-20.28%2025-12-312026-02-04 MMC MARSH & MCLENNAN COS INC14.7K shares-14.07%2025-12-312026-02-04 IJH ISHARES TR41.1K shares-1.20%2025-12-312026-02-04 XLF SELECT SECTOR SPDR TR48.1K shares133.37%2025-12-312026-02-04 IJR ISHARES TR21.6K shares-0.72%2025-12-312026-02-04 SLYV SPDR SERIES TRUST28.5K shares34.62%2025-12-312026-02-04 NFLX NETFLIX INC27.2K shares852.59%2025-12-312026-02-04 GLW CORNING INC28.5K shares-3.68%2025-12-312026-02-04 VOE VANGUARD INDEX FDS14.0K shares10.40%2025-12-312026-02-04 XLC SELECT SECTOR SPDR TR21.0K shares72.66%2025-12-312026-02-04 MET METLIFE INC30.0K shares0.12%2025-12-312026-02-04 CAT CATERPILLAR INC4.1K shares-3.41%2025-12-312026-02-04 CME CME GROUP INC8.7K shares3.44%2025-12-312026-02-04 ADI ANALOG DEVICES INC8.4K shares11.98%2025-12-312026-02-04 VEEV VEEVA SYS INC10.2K shares-5.72%2025-12-312026-02-04 RMD RESMED INC9.1K shares4.37%2025-12-312026-02-04 INTU INTUIT3.3K shares0.09%2025-12-312026-02-04 PLD PROLOGIS INC.16.6K shares12.88%2025-12-312026-02-04 SLYG SPDR SERIES TRUST22.3K shares4.37%2025-12-312026-02-04 SPMD SPDR SERIES TRUST34.3K shares17.34%2025-12-312026-02-04 EFV ISHARES TR26.0K shares0.24%2025-12-312026-02-04 BMY BRISTOL-MYERS SQUIBB CO34.2K shares-0.32%2025-12-312026-02-04 XLI SELECT SECTOR SPDR TR10.6K shares423.76%2025-12-312026-02-04 ABBV ABBVIE INC7.2K shares-4.84%2025-12-312026-02-04 IEFA ISHARES TR17.8K shares-1.21%2025-12-312026-02-04 CINF CINCINNATI FINL CORP9.4K shares0.02%2025-12-312026-02-04 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-04 WSO WATSCO INC4.4K shares-12.92%2025-12-312026-02-04 DFAC DIMENSIONAL ETF TRUST36.8K shares0.00%2025-12-312026-02-04 ETR ENTERGY CORP NEW14.8K shares-2.17%2025-12-312026-02-04 ORCL ORACLE CORP6.7K shares-6.72%2025-12-312026-02-04 NSC NORFOLK SOUTHN CORP4.5K shares0.04%2025-12-312026-02-04 A AGILENT TECHNOLOGIES INC9.2K shares-1.03%2025-12-312026-02-04 CVX CHEVRON CORP NEW8.2K shares-4.66%2025-12-312026-02-04 SNA SNAP ON INC3.6K shares5.77%2025-12-312026-02-04 DT DYNATRACE INC28.0K sharesnew addition2025-12-312026-02-04 COP CONOCOPHILLIPS12.4K shares-6.47%2025-12-312026-02-04 INGR INGREDION INC10.3K shares-9.09%2025-12-312026-02-04 EFX EQUIFAX INC5.3K shares0.00%2025-12-312026-02-04 KO COCA COLA CO15.7K shares-1.01%2025-12-312026-02-04 FAST FASTENAL CO27.1K shares-4.26%2025-12-312026-02-04 CEG CONSTELLATION ENERGY CORP3.0K shares0.10%2025-12-312026-02-04 IYW ISHARES TR5.2K shares-0.12%2025-12-312026-02-04 LOW LOWES COS INC4.3K shares-0.05%2025-12-312026-02-04 IWR ISHARES TR10.2K shares8.67%2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS15.6K shares7.03%2025-12-312026-02-04 KMI KINDER MORGAN INC DEL35.2K shares3.33%2025-12-312026-02-04 VZ VERIZON COMMUNICATIONS INC23.3K shares11.63%2025-12-312026-02-04 ROST ROSS STORES INC5.2K shares0.08%2025-12-312026-02-04 RTX RTX CORPORATION4.9K shares0.27%2025-12-312026-02-04 HYG ISHARES TR11.0K sharesnew addition2025-12-312026-02-04 SPEM SPDR INDEX SHS FDS18.9K shares9.29%2025-12-312026-02-04 PWR QUANTA SVCS INC2.1K shares0.00%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE2.7K shares24.67%2025-12-312026-02-04 CMCSA COMCAST CORP NEW26.6K shares-49.53%2025-12-312026-02-04 VEU VANGUARD INTL EQUITY INDEX F10.5K shares0.00%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.66%2025-12-312026-02-04 DGRO ISHARES TR11.0K shares1.06%2025-12-312026-02-04 VGT VANGUARD WORLD FD991 shares105.60%2025-12-312026-02-04 DIS DISNEY WALT CO6.6K shares-9.34%2025-12-312026-02-04 DHI D R HORTON INC5.1K shares-9.98%2025-12-312026-02-04 IWF ISHARES TR1.5K shares92.90%2025-12-312026-02-04 BND VANGUARD BD INDEX FDS9.8K shares66.82%2025-12-312026-02-04 GLD SPDR GOLD TR1.8K shares37.74%2025-12-312026-02-04 PNC PNC FINL SVCS GROUP INC3.4K shares-2.44%2025-12-312026-02-04 CTAS CINTAS CORP3.8K shares-2.23%2025-12-312026-02-04 HON HONEYWELL INTL INC3.6K shares-20.72%2025-12-312026-02-04 IWP ISHARES TR5.1K shares12.19%2025-12-312026-02-04 EFG ISHARES TR6.1K shares0.71%2025-12-312026-02-04 PPL PPL CORP19.7K shares-2.41%2025-12-312026-02-04 SYK STRYKER CORPORATION1.9K shares-6.92%2025-12-312026-02-04 ITOT ISHARES TR4.4K shares0.00%2025-12-312026-02-04 VDE VANGUARD WORLD FD5.2K shares26.14%2025-12-312026-02-04 WSFS WSFS FINL CORP11.6K shares0.00%2025-12-312026-02-04 VGSH VANGUARD SCOTTSDALE FDS10.9K shares-2.77%2025-12-312026-02-04 LINDE PLC LINDE PLC1.5K shares-4.36%2025-12-312026-02-04 MO ALTRIA GROUP INC10.4K shares0.54%2025-12-312026-02-04 ORLY OREILLY AUTOMOTIVE INC6.3K shares-5.38%2025-12-312026-02-04 COF CAPITAL ONE FINL CORP2.4K shares0.30%2025-12-312026-02-04 VBR VANGUARD INDEX FDS2.6K shares-5.20%2025-12-312026-02-04 SBUX STARBUCKS CORP6.6K shares-21.34%2025-12-312026-02-04 CAH CARDINAL HEALTH INC2.7K shares0.11%2025-12-312026-02-04 WFC WELLS FARGO CO NEW5.7K shares0.51%2025-12-312026-02-04 VB VANGUARD INDEX FDS2.0K shares35.56%2025-12-312026-02-04 IWO ISHARES TR1.6K shares0.19%2025-12-312026-02-04 MCK MCKESSON CORP610 shares0.16%2025-12-312026-02-04 IXUS ISHARES TR5.9K shares0.00%2025-12-312026-02-04 HSY HERSHEY CO2.7K shares-28.59%2025-12-312026-02-04 BA BOEING CO2.2K shares0.31%2025-12-312026-02-04 VOT VANGUARD INDEX FDS1.7K shares0.18%2025-12-312026-02-04 SCHZ SCHWAB STRATEGIC TR19.6K sharesnew addition2025-12-312026-02-04 TRV TRAVELERS COMPANIES INC1.6K shares0.13%2025-12-312026-02-04 CB CHUBB LIMITED1.5K shares0.28%2025-12-312026-02-04 MS MORGAN STANLEY2.5K shares0.00%2025-12-312026-02-04 IVW ISHARES TR3.5K shares-9.89%2025-12-312026-02-04 VCIT VANGUARD SCOTTSDALE FDS5.1K shares74.97%2025-12-312026-02-04 DFAI DIMENSIONAL ETF TRUST11.2K shares0.00%2025-12-312026-02-04 MAR MARRIOTT INTL INC NEW1.3K shares0.15%2025-12-312026-02-04 T AT&T INC16.5K shares-14.68%2025-12-312026-02-04 VIG VANGUARD SPECIALIZED FUNDS1.9K shares26.13%2025-12-312026-02-04 GEV GE VERNOVA INC625 shares33.83%2025-12-312026-02-04 IAGG ISHARES TR8.1K sharesnew addition2025-12-312026-02-04 PSX PHILLIPS 663.1K shares-4.29%2025-12-312026-02-04 IEMG ISHARES INC5.8K sharesnew addition2025-12-312026-02-04 ITW ILLINOIS TOOL WKS INC1.6K shares-0.89%2025-12-312026-02-04 VV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-02-04 SPHD INVESCO EXCH TRADED FD TR II7.9K shares-3.85%2025-12-312026-02-04 SO SOUTHERN CO4.2K shares-4.34%2025-12-312026-02-04 PPG PPG INDS INC3.5K shares0.00%2025-12-312026-02-04 SHOP SHOPIFY INC2.1K shares2.38%2025-12-312026-02-04 VO VANGUARD INDEX FDS1.2K shares-12.13%2025-12-312026-02-04 QCOM QUALCOMM INC2.0K shares0.15%2025-12-312026-02-04 XLU SELECT SECTOR SPDR TR7.8K shares70.77%2025-12-312026-02-04 NUE NUCOR CORP2.0K shares-1.17%2025-12-312026-02-04 INTC INTEL CORP8.9K shares0.45%2025-12-312026-02-04 EMR EMERSON ELEC CO2.4K shares-8.27%2025-12-312026-02-04 ALL ALLSTATE CORP1.5K shares-2.83%2025-12-312026-02-04 AVUV AMERICAN CENTY ETF TR3.0K shares0.00%2025-12-312026-02-04 DE DEERE & CO628 shares0.00%2025-12-312026-02-04 SCHD SCHWAB STRATEGIC TR10.5K shares0.02%2025-12-312026-02-04 BDX BECTON DICKINSON & CO1.5K shares-1.53%2025-12-312026-02-04 TT TRANE TECHNOLOGIES PLC722 shares0.28%2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC1.3K shares1.10%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC1.5K shares-21.76%2025-12-312026-02-04 MMM 3M CO1.7K shares0.12%2025-12-312026-02-04 CENCORA INC CENCORA INC778 shares0.00%2025-12-312026-02-04 AZO AUTOZONE INC75 shares0.00%2025-12-312026-02-04 PEG PUBLIC SVC ENTERPRISE GRP IN3.1K shares0.00%2025-12-312026-02-04 GS GOLDMAN SACHS GROUP INC286 shares1.06%2025-12-312026-02-04 DFAE DIMENSIONAL ETF TRUST7.6K shares0.08%2025-12-312026-02-04 PAYX PAYCHEX INC2.1K shares-0.89%2025-12-312026-02-04 CACI CACI INTL INC435 shares0.00%2025-12-312026-02-04 IWB ISHARES TR608 sharesnew addition2025-12-312026-02-04 YUM YUM BRANDS INC1.4K shares-0.91%2025-12-312026-02-04 EXC EXELON CORP4.8K shares0.00%2025-12-312026-02-04 SCHX SCHWAB STRATEGIC TR7.7K shares-6.01%2025-12-312026-02-04 DIA SPDR DOW JONES INDL AVERAGE424 sharesnew addition2025-12-312026-02-04 DVY ISHARES TR1.4K shares0.00%2025-12-312026-02-04 MTUS METALLUS INC10.0K shares0.00%2025-12-312026-02-04 LNKB LINKBANCORP INC19.0K shares-12.95%2025-12-312026-02-04 EU ENCORE ENERGY CORP15.2K shares-0.01%2025-12-312026-02-04 HYPR HYPERFINE INC10.8K shares0.00%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available