Univest Financial Top Holdings and 13F Report (2025)

About Univest Financial

Univest Financial NASDAQ: UVSP has filed 13-F forms with the SEC as an investor. Univest Financial is itself a publicly traded company. For more information on Univest Financial stock, visit the Univest Financial stock profile here.

Investment Activity

Univest Financial has $1.59 billion in total holdings as of December 31, 2024.
Univest Financial owns shares of 272 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 11.85% of the portfolio was purchased this quarter.
About 6.41% of the portfolio was sold this quarter.
This quarter, Univest Financial has purchased 280 new stocks and bought additional shares in 111 stocks.
Univest Financial sold shares of 120 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Vanguard Total International Stock ETF: $129,706,142
SPDR Portfolio S&P 500 ETF: $108,680,092
Apple: $100,088,066
Microsoft: $67,491,785
SPDR Portfolio Aggregate Bond ETF: $55,448,552

Largest New Holdings this Quarter

BLACKROCK INC: $30,681,650 Holding
ARISTA NETWORKS INC: $6,812,958 Holding
Vanguard Total Bond Market ETF: $4,815,529 Holding
Fidelity MSCI Consumer Staples Index ETF: $3,196,836 Holding
APTIV PLC: $1,614,211 Holding

Largest Purchases this Quarter

BLACKROCK INC: 29,930 shares (about $30.68M)
SPDR Portfolio S&P 500 ETF: 379,830 shares (about $26.19M)
Health Care Select Sector SPDR Fund: 79,680 shares (about $10.96M)
iShares Core Total USD Bond Market ETF: 229,339 shares (about $10.37M)
Consumer Staples Select Sector SPDR Fund: 128,592 shares (about $10.11M)

Largest Sales this Quarter

NIKE: 132,294 shares (about $10.01M)
Thermo Fisher Scientific: 5,410 shares (about $2.81M)
American Tower: 14,132 shares (about $2.59M)
SPDR Portfolio Aggregate Bond ETF: 77,571 shares (about $1.94M)
Skyworks Solutions: 20,802 shares (about $1.84M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VXUS Vanguard Total International Stock ETF	$129,706,142	$6,003,787 ▲	4.9%	2,201,021	8.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$108,680,092	$26,185,474 ▲	31.7%	1,576,445	6.9%	ETF
AAPL Apple	$100,088,066	$893,999 ▼	-0.9%	399,681	6.3%	Computer and Technology
MSFT Microsoft	$67,491,785	$3,108,138 ▲	4.8%	160,123	4.3%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$55,448,552	$1,938,499 ▼	-3.4%	2,218,830	3.5%	ETF
GOOGL Alphabet	$43,391,353	$97,490 ▲	0.2%	229,220	2.7%	Computer and Technology
AMZN Amazon.com	$42,335,622	$257,783 ▼	-0.6%	192,970	2.7%	Retail/Wholesale
META Meta Platforms	$37,439,682	$340,765 ▼	-0.9%	63,944	2.4%	Computer and Technology
AVGO Broadcom	$35,494,821	$1,787,944 ▲	5.3%	153,101	2.2%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$33,761,307	$10,366,117 ▲	44.3%	746,932	2.1%	Manufacturing
BLACKROCK INC	$30,681,650	$30,681,650 ▲	New Holding	29,930	1.9%	COM
V Visa	$25,636,746	$548,011 ▼	-2.1%	81,119	1.6%	Business Services
CRM Salesforce	$25,510,200	$361,079 ▼	-1.4%	76,302	1.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$24,082,745	$1,274,829 ▼	-5.0%	44,696	1.5%	ETF
XLE Energy Select Sector SPDR Fund	$23,398,758	$316,684 ▼	-1.3%	273,159	1.5%	ETF
NEE NextEra Energy	$22,522,501	$85,741 ▲	0.4%	314,165	1.4%	Utilities
TMO Thermo Fisher Scientific	$20,692,857	$2,814,470 ▼	-12.0%	39,776	1.3%	Medical
SPTL SPDR Portfolio Long Term Treasury ETF	$20,646,298	$3,683,647 ▲	21.7%	788,328	1.3%	ETF
COST Costco Wholesale	$19,245,185	$1,182,895 ▼	-5.8%	21,004	1.2%	Retail/Wholesale
SPGI S&P Global	$16,818,702	$386,975 ▲	2.4%	33,770	1.1%	Business Services
AMAT Applied Materials	$16,386,849	$47,488 ▼	-0.3%	100,762	1.0%	Computer and Technology
UNH UnitedHealth Group	$16,042,540	$328,307 ▼	-2.0%	31,713	1.0%	Medical
NVDA NVIDIA	$15,865,686	$9,692,108 ▲	157.0%	118,145	1.0%	Computer and Technology
ROP Roper Technologies	$15,801,901	$62,902 ▲	0.4%	30,397	1.0%	Computer and Technology
UVSP Univest Financial	$15,694,239	$11,214 ▲	0.1%	531,828	1.0%	Finance
AXP American Express	$14,134,473	$549,067 ▼	-3.7%	47,624	0.9%	Finance
HON Honeywell International	$12,934,009	$191,781 ▼	-1.5%	57,258	0.8%	Multi-Sector Conglomerates
ACN Accenture	$12,821,168	$33,771 ▲	0.3%	36,446	0.8%	Computer and Technology
AMT American Tower	$12,313,763	$2,591,946 ▼	-17.4%	67,138	0.8%	Finance
ZTS Zoetis	$12,140,865	$1,093,584 ▼	-8.3%	74,516	0.8%	Medical
XLV Health Care Select Sector SPDR Fund	$11,793,219	$10,961,606 ▲	1,318.1%	85,725	0.7%	ETF
SHW Sherwin-Williams	$11,667,602	$718,602 ▼	-5.8%	34,324	0.7%	Basic Materials
TJX TJX Companies	$11,409,936	$348,538 ▲	3.2%	94,445	0.7%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$11,312,067	$1,078,070 ▲	10.5%	106,167	0.7%	ETF
SSNC SS&C Technologies	$11,245,591	$112,079 ▼	-1.0%	148,398	0.7%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$11,218,544	$10,108,646 ▲	910.8%	142,711	0.7%	ETF
TE CONNECTIVITY PLC	$10,879,393	$3,767,098 ▲	53.0%	76,096	0.7%	ORD SHS
FDX FedEx	$10,457,790	$46,700 ▼	-0.4%	37,173	0.7%	Transportation
JNJ Johnson & Johnson	$10,332,889	$382,373 ▼	-3.6%	71,449	0.7%	Medical
SLYG SPDR S&P 600 Small Cap Growth ETF	$10,246,297	$1,303,657 ▲	14.6%	113,407	0.6%	ETF
SCHW Charles Schwab	$10,178,294	$40,853 ▼	-0.4%	137,526	0.6%	Finance
REGN Regeneron Pharmaceuticals	$10,116,155	$1,078,430 ▼	-9.6%	14,202	0.6%	Medical
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$9,968,335	$2,233,558 ▲	28.9%	221,913	0.6%	ETF
JPM JPMorgan Chase & Co.	$9,736,154	$64,003 ▼	-0.7%	40,616	0.6%	Finance
POOL Pool	$9,650,374	$97,850 ▲	1.0%	28,305	0.6%	Consumer Discretionary
LHX L3Harris Technologies	$8,835,112	$2,892,608 ▲	48.7%	42,016	0.6%	Aerospace
VTI Vanguard Total Stock Market ETF	$8,099,446	$255,037 ▼	-3.1%	27,947	0.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,803,961	$7,223,027 ▲	1,243.3%	111,041	0.5%	ETF
MDLZ Mondelez International	$7,723,110	$1,731,100 ▼	-18.3%	129,300	0.5%	Consumer Staples
HD Home Depot	$7,562,586	$640,653 ▼	-7.8%	19,442	0.5%	Retail/Wholesale
CRL Charles River Laboratories International	$7,489,591	$1,097,262 ▼	-12.8%	40,572	0.5%	Medical
FTNT Fortinet	$6,929,069	$15,022 ▲	0.2%	73,339	0.4%	Computer and Technology
ARISTA NETWORKS INC	$6,812,958	$6,812,958 ▲	New Holding	61,639	0.4%	COM SHS
NOW ServiceNow	$6,583,345	$86,930 ▲	1.3%	6,210	0.4%	Computer and Technology
VTV Vanguard Value ETF	$6,076,411	$578,166 ▲	10.5%	35,891	0.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$5,660,779	$615,390 ▲	12.2%	64,400	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$5,544,483	$2,549,163 ▲	85.1%	110,602	0.3%	ETF
ICE Intercontinental Exchange	$5,480,133	$501,567 ▲	10.1%	36,777	0.3%	Finance
BX Blackstone	$5,264,875	$216,733 ▲	4.3%	30,535	0.3%	Finance
VEEV Veeva Systems	$5,188,339	$755,849 ▲	17.1%	24,677	0.3%	Medical
LMT Lockheed Martin	$5,079,119	$168,138 ▼	-3.2%	10,452	0.3%	Aerospace
ISRG Intuitive Surgical	$4,914,253	$244,799 ▲	5.2%	9,415	0.3%	Medical
BND Vanguard Total Bond Market ETF	$4,815,529	$4,815,529 ▲	New Holding	66,966	0.3%	ETF
TDG TransDigm Group	$4,776,472	$281,342 ▲	6.3%	3,769	0.3%	Aerospace
ECL Ecolab	$4,759,584	$309,542 ▲	7.0%	20,312	0.3%	Basic Materials
WMT Walmart	$4,715,197	$116,552 ▼	-2.4%	52,188	0.3%	Retail/Wholesale
ULTA Ulta Beauty	$4,602,429	$35,664 ▼	-0.8%	10,582	0.3%	Retail/Wholesale
EQIX Equinix	$4,600,170	$439,369 ▲	10.6%	4,879	0.3%	Finance
MRK Merck & Co., Inc.	$4,583,552	$226,119 ▲	5.2%	46,075	0.3%	Medical
XLK Technology Select Sector SPDR Fund	$4,279,364	$2,263,850 ▲	112.3%	18,404	0.3%	ETF
PEP PepsiCo	$4,189,934	$255,313 ▲	6.5%	27,554	0.3%	Consumer Staples
PG Procter & Gamble	$4,034,474	$61,862 ▼	-1.5%	24,065	0.3%	Consumer Staples
GOOG Alphabet	$3,988,134	$128,355 ▲	3.3%	20,942	0.3%	Computer and Technology
EXLS ExlService	$3,895,632	$636,054 ▲	19.5%	87,779	0.2%	Business Services
URI United Rentals	$3,825,447	$204,306 ▼	-5.1%	5,430	0.2%	Construction
ADSK Autodesk	$3,759,355	$276,949 ▲	8.0%	12,719	0.2%	Computer and Technology
AMGN Amgen	$3,697,590	$800,402 ▼	-17.8%	14,187	0.2%	Medical
MNST Monster Beverage	$3,644,825	$342,691 ▲	10.4%	69,346	0.2%	Consumer Staples
RMD ResMed	$3,622,011	$336,176 ▲	10.2%	15,838	0.2%	Medical
MCD McDonald's	$3,585,394	$237,712 ▼	-6.2%	12,368	0.2%	Retail/Wholesale
ADBE Adobe	$3,506,747	$621,218 ▼	-15.0%	7,886	0.2%	Computer and Technology
XOM Exxon Mobil	$3,477,589	$95,629 ▼	-2.7%	32,329	0.2%	Oils/Energy
IVV iShares Core S&P 500 ETF	$3,477,333	$27,079 ▲	0.8%	5,907	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,381,392	$274,664 ▼	-7.5%	54,267	0.2%	ETF
CSCO Cisco Systems	$3,327,957	$177,128 ▼	-5.1%	56,215	0.2%	Computer and Technology
PH Parker-Hannifin	$3,239,301	$696,453 ▲	27.4%	5,093	0.2%	Industrial Products
TD Toronto-Dominion Bank	$3,232,218	$186,394 ▲	6.1%	60,710	0.2%	Finance
ABT Abbott Laboratories	$3,231,913	$125,100 ▼	-3.7%	28,573	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$3,228,738	$213,335 ▼	-6.2%	5,509	0.2%	Finance
MET MetLife	$3,218,139	$142,553 ▼	-4.2%	39,303	0.2%	Finance
FSTA Fidelity MSCI Consumer Staples Index ETF	$3,196,836	$3,196,836 ▲	New Holding	64,674	0.2%	ETF
IT Gartner	$3,171,825	$729,127 ▲	29.8%	6,547	0.2%	Business Services
VNQ Vanguard Real Estate ETF	$3,096,688	$2,745,267 ▲	781.2%	34,763	0.2%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$2,910,372	$349,607 ▲	13.7%	30,485	0.2%	Finance
LNTH Lantheus	$2,866,388	$47,861 ▼	-1.6%	32,041	0.2%	Medical
VUG Vanguard Growth ETF	$2,834,127	$92,350 ▲	3.4%	6,905	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,830,955	$342,434 ▼	-10.8%	24,570	0.2%	ETF
TSLA Tesla	$2,825,265	$48,461 ▼	-1.7%	6,996	0.2%	Auto/Tires/Trucks
SNPS Synopsys	$2,772,377	$12,134 ▼	-0.4%	5,712	0.2%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$2,755,400	$879,877 ▲	46.9%	80,732	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Univest Financial Top Holdings and 13F Report (2025)

About Univest Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Univest Financial Top Holdings and 13F Report (2025)

About Univest Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnivest Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools