Univest Financial Top Holdings and 13F Report (2024)

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 $1.52 billion in total holdings as of September 30, 2024.
Univest Financial owns shares of 280 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 75.76% of the portfolio was purchased this quarter.
About 0.62% of the portfolio was sold this quarter.
This quarter, Univest Financial has purchased 133 new stocks and bought additional shares in 116 stocks.
Univest Financial sold shares of 3 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Total International Stock ETF: $135,898,415
Apple: $93,957,613
SPDR Portfolio S&P 500 ETF: $80,783,492
Microsoft: $65,728,300
SPDR Portfolio Aggregate Bond ETF: $60,027,939

Largest New Holdings this Quarter

SPDR Portfolio S&P 500 ETF: $80,783,492 Holding
iShares Core Total USD Bond Market ETF: $24,388,989 Holding
SPDR Portfolio Long Term Treasury ETF: $18,827,981 Holding
iShares National Muni Bond ETF: $10,433,842 Holding
SPDR S&P 600 Small Cap Growth ETF: $9,215,842 Holding

Largest Purchases this Quarter

Vanguard Total International Stock ETF: 1,277,224 shares (about $82.69M)
SPDR Portfolio S&P 500 ETF: 1,196,615 shares (about $80.78M)
Apple: 326,373 shares (about $76.05M)
Microsoft: 119,461 shares (about $51.40M)
SPDR Portfolio Aggregate Bond ETF: 1,914,541 shares (about $50.05M)

Largest Sales this Quarter

Skyworks Solutions: 10,190 shares (about $1.01M)
AT&T: 1,469 shares (about $32.32K)
Public Service Enterprise Group: 7 shares (about $624.47)

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	$135,898,415	$82,687,498 ▲	155.4%	2,099,141	9.0%	ETF
AAPL Apple	$93,957,613	$76,045,014 ▲	424.5%	403,251	6.2%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$80,783,492	$80,783,492 ▲	New Holding	1,196,615	5.3%	ETF
MSFT Microsoft	$65,728,300	$51,404,385 ▲	358.9%	152,749	4.3%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$60,027,939	$50,046,116 ▲	501.4%	2,296,401	4.0%	ETF
GOOGL Alphabet	$37,930,794	$28,202,513 ▲	289.9%	228,705	2.5%	Computer and Technology
META Meta Platforms	$36,937,413	$26,067,878 ▲	239.8%	64,526	2.4%	Computer and Technology
AMZN Amazon.com	$36,175,168	$26,502,370 ▲	274.0%	194,145	2.4%	Retail/Wholesale
BLK BlackRock	$28,940,021	$21,202,235 ▲	274.0%	30,478	1.9%	Finance
TMO Thermo Fisher Scientific	$27,950,769	$21,007,305 ▲	302.5%	45,186	1.8%	Medical
NEE NextEra Energy	$26,455,294	$17,844,299 ▲	207.2%	312,969	1.7%	Utilities
AVGO Broadcom	$25,079,743	$24,430,622 ▲	3,763.6%	145,389	1.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$24,833,205	$323,462 ▲	1.3%	47,062	1.6%	ETF
IUSB iShares Core Total USD Bond Market ETF	$24,388,989	$24,388,989 ▲	New Holding	517,593	1.6%	Manufacturing
XLE Energy Select Sector SPDR Fund	$24,307,962	$15,889,960 ▲	188.8%	276,856	1.6%	ETF
V Visa	$22,780,453	$16,881,670 ▲	286.2%	82,853	1.5%	Business Services
CRM Salesforce	$21,180,341	$15,926,723 ▲	303.2%	77,382	1.4%	Computer and Technology
AMAT Applied Materials	$20,418,016	$14,179,705 ▲	227.3%	101,054	1.3%	Computer and Technology
COST Costco Wholesale	$19,765,347	$14,611,020 ▲	283.5%	22,295	1.3%	Retail/Wholesale
UNH UnitedHealth Group	$18,921,862	$13,913,959 ▲	277.8%	32,362	1.2%	Medical
AMT American Tower	$18,900,170	$11,972,433 ▲	172.8%	81,270	1.2%	Finance
SPTL SPDR Portfolio Long Term Treasury ETF	$18,827,981	$18,827,981 ▲	New Holding	647,677	1.2%	ETF
SPGI S&P Global	$17,044,968	$11,814,152 ▲	225.9%	32,993	1.1%	Business Services
ROP Roper Technologies	$16,847,329	$11,280,521 ▲	202.6%	30,276	1.1%	Computer and Technology
REGN Regeneron Pharmaceuticals	$16,521,814	$10,537,965 ▲	176.1%	15,716	1.1%	Medical
ZTS Zoetis	$15,870,477	$11,445,273 ▲	258.6%	81,228	1.0%	Medical
UVSP Univest Financial	$14,954,953	$3,580,507 ▲	31.5%	531,448	1.0%	Finance
SHW Sherwin-Williams	$13,907,528	$9,395,730 ▲	208.2%	36,438	0.9%	Basic Materials
AXP American Express	$13,417,467	$8,580,572 ▲	177.4%	49,474	0.9%	Finance
ACN Accenture	$12,849,180	$8,783,042 ▲	216.0%	36,350	0.8%	Computer and Technology
NKE NIKE	$12,392,328	$8,827,934 ▲	247.7%	140,184	0.8%	Consumer Discretionary
HON Honeywell International	$12,011,458	$8,026,863 ▲	201.4%	58,107	0.8%	Multi-Sector Conglomerates
JNJ Johnson & Johnson	$12,007,515	$3,412,823 ▲	39.7%	74,093	0.8%	Medical
MDLZ Mondelez International	$11,660,637	$7,864,790 ▲	207.2%	158,282	0.8%	Consumer Staples
SSNC SS&C Technologies	$11,122,392	$6,516,392 ▲	141.5%	149,877	0.7%	Computer and Technology
TJX TJX Companies	$10,762,064	$6,347,573 ▲	143.8%	91,560	0.7%	Retail/Wholesale
POOL Pool	$10,557,217	$6,996,445 ▲	196.5%	28,018	0.7%	Consumer Discretionary
MUB iShares National Muni Bond ETF	$10,433,842	$10,433,842 ▲	New Holding	96,049	0.7%	ETF
FDX FedEx	$10,218,940	$6,064,750 ▲	146.0%	37,339	0.7%	Transportation
EL Estée Lauder Companies	$9,488,222	$5,494,530 ▲	137.6%	95,177	0.6%	Consumer Staples
SLYG SPDR S&P 600 Small Cap Growth ETF	$9,215,842	$9,215,842 ▲	New Holding	98,978	0.6%	ETF
CRL Charles River Laboratories International	$9,162,256	$5,961,100 ▲	186.2%	46,516	0.6%	Medical
SCHW Charles Schwab	$8,948,838	$5,480,983 ▲	158.1%	138,078	0.6%	Finance
JPM JPMorgan Chase & Co.	$8,620,703	$7,031,852 ▲	442.6%	40,883	0.6%	Finance
HD Home Depot	$8,545,280	$7,746,629 ▲	970.0%	21,089	0.6%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$8,162,715	$6,717,172 ▲	464.7%	28,827	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$7,836,397	$7,836,397 ▲	New Holding	172,190	0.5%	ETF
TE CONNECTIVITY PLC	$7,511,431	$7,511,431 ▲	New Holding	49,747	0.5%	ORD SHS
LHX L3Harris Technologies	$6,722,352	$6,722,352 ▲	New Holding	28,260	0.4%	Aerospace
LMT Lockheed Martin	$6,312,299	$5,727,719 ▲	979.8%	10,798	0.4%	Aerospace
ANET Arista Networks	$6,139,584	$5,618,357 ▲	1,077.9%	15,996	0.4%	Computer and Technology
FTNT Fortinet	$5,675,109	$4,824,618 ▲	567.3%	73,180	0.4%	Computer and Technology
VTV Vanguard Value ETF	$5,669,470	$5,669,470 ▲	New Holding	32,476	0.4%	ETF
NVDA NVIDIA	$5,582,951	$5,349,782 ▲	2,294.4%	45,972	0.4%	Computer and Technology
AMGN Amgen	$5,560,871	$5,115,241 ▲	1,147.9%	17,258	0.4%	Medical
NOW ServiceNow	$5,480,822	$4,839,544 ▲	754.7%	6,128	0.4%	Computer and Technology
ICE Intercontinental Exchange	$5,367,215	$4,650,751 ▲	649.1%	33,411	0.4%	Finance
TDG TransDigm Group	$5,062,135	$4,609,725 ▲	1,018.9%	3,547	0.3%	Aerospace
MRK Merck & Co., Inc.	$4,974,259	$3,940,046 ▲	381.0%	43,802	0.3%	Medical
ECL Ecolab	$4,849,050	$4,177,266 ▲	621.8%	18,991	0.3%	Basic Materials
ADBE Adobe	$4,806,552	$4,214,212 ▲	711.5%	9,283	0.3%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,760,740	$4,760,740 ▲	New Holding	57,399	0.3%	ETF
URI United Rentals	$4,632,307	$3,896,969 ▲	530.0%	5,720	0.3%	Construction
A Agilent Technologies	$4,594,724	$337,199 ▲	7.9%	30,945	0.3%	Computer and Technology
BX Blackstone	$4,483,422	$3,744,403 ▲	506.7%	29,278	0.3%	Finance
VEEV Veeva Systems	$4,424,479	$4,058,256 ▲	1,108.1%	21,082	0.3%	Computer and Technology
PEP PepsiCo	$4,400,094	$3,850,146 ▲	700.1%	25,875	0.3%	Consumer Staples
ISRG Intuitive Surgical	$4,394,902	$3,914,931 ▲	815.7%	8,946	0.3%	Medical
WMT Walmart	$4,318,391	$3,966,318 ▲	1,126.6%	53,478	0.3%	Retail/Wholesale
PG Procter & Gamble	$4,232,104	$3,788,871 ▲	854.8%	24,434	0.3%	Consumer Staples
ULTA Ulta Beauty	$4,149,576	$3,788,862 ▲	1,050.4%	10,664	0.3%	Retail/Wholesale
MCD McDonald's	$4,016,147	$3,640,966 ▲	970.5%	13,188	0.3%	Retail/Wholesale
EQIX Equinix	$3,917,932	$3,917,932 ▲	New Holding	4,413	0.3%	Finance
XOM Exxon Mobil	$3,893,889	$2,643,479 ▲	211.4%	33,218	0.3%	Oils/Energy
IJH iShares Core S&P Mid-Cap ETF	$3,656,678	$507,978 ▲	16.1%	58,675	0.2%	ETF
TD Toronto-Dominion Bank	$3,619,076	$3,619,076 ▲	New Holding	57,209	0.2%	Finance
LNTH Lantheus	$3,575,217	$2,968,519 ▲	489.3%	32,576	0.2%	Medical
RMD ResMed	$3,507,516	$3,055,162 ▲	675.4%	14,368	0.2%	Medical
GOOG Alphabet	$3,388,687	$3,167,991 ▲	1,435.5%	20,268	0.2%	Computer and Technology
MET MetLife	$3,385,384	$2,890,081 ▲	583.5%	41,044	0.2%	Finance
ABT Abbott Laboratories	$3,383,705	$3,046,235 ▲	902.7%	29,679	0.2%	Medical
IVV iShares Core S&P 500 ETF	$3,380,742	$3,044,456 ▲	905.3%	5,861	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$3,370,237	$2,053,819 ▲	156.0%	5,873	0.2%	Finance
MNST Monster Beverage	$3,277,633	$2,914,165 ▲	801.8%	62,826	0.2%	Consumer Staples
ADSK Autodesk	$3,245,706	$2,830,282 ▲	681.3%	11,782	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,221,312		0.0%	27,542	0.2%	ETF
LLY Eli Lilly and Company	$3,166,350	$1,137,547 ▲	56.1%	3,574	0.2%	Medical
CSCO Cisco Systems	$3,151,001	$2,829,339 ▲	879.6%	59,207	0.2%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$3,054,478	$3,054,478 ▲	New Holding	59,751	0.2%	ETF
DAR Darling Ingredients	$2,961,578	$2,499,233 ▲	540.6%	79,698	0.2%	Consumer Staples
SNPS Synopsys	$2,905,160	$2,477,260 ▲	578.9%	5,737	0.2%	Computer and Technology
LW Lamb Weston	$2,858,871	$2,595,766 ▲	986.6%	44,159	0.2%	Consumer Staples
EXLS ExlService	$2,802,003	$2,316,354 ▲	477.0%	73,447	0.2%	Business Services
JNK SPDR Bloomberg High Yield Bond ETF	$2,623,100	$2,623,100 ▲	New Holding	26,823	0.2%	Finance
UNP Union Pacific	$2,615,995	$1,626,339 ▲	164.3%	10,613	0.2%	Transportation
VUG Vanguard Growth ETF	$2,564,888	$2,564,888 ▲	New Holding	6,680	0.2%	ETF
IT Gartner	$2,555,083	$2,159,810 ▲	546.4%	5,042	0.2%	Business Services
PH Parker-Hannifin	$2,526,016	$2,526,016 ▲	New Holding	3,998	0.2%	Industrial Products
BRK.B Berkshire Hathaway	$2,475,737	$2,475,737 ▲	New Holding	5,378	0.2%	Finance
SWKS Skyworks Solutions	$2,425,406	$1,006,470 ▼	-29.3%	24,556	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Univest Financial Top Holdings and 13F Report (2024)

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

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Univest Financial Top Holdings and 13F Report (2024)

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