Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $338,138
At 09/30/2023: $299,586

UNIVEST FINANCIAL Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from UNIVEST FINANCIAL Corp 13F filings. Link to 13F filings: SEC filings

UNIVEST FINANCIAL Corp Top Holdings
As of  12/31/2023, below is a summary of the UNIVEST FINANCIAL Corp top holdings by largest position size, as per the latest 13f filing made by UNIVEST FINANCIAL Corp. In the UNIVEST FINANCIAL Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by UNIVEST FINANCIAL Corp in that top holding, then the share count change between reporting periods, and finally the UNIVEST FINANCIAL Corp top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD STAR FDS (VXUS) 730,936 +7,470 $42,365
     VXUS730,936+7,470$42,365
VANGUARD INDEX FDS (VOO) 55,124 +46 $24,078
     VOO55,124+46$24,078
APPLE INC 72,707 +984 $13,998
     AAPL72,707+984$13,998
MICROSOFT CORP 33,672 +354 $12,662
     MSFT33,672+354$12,662
UNIVEST FINANCIAL CORPORATIO 435,164 -83,334 $9,587
     UVSP435,164-83,334$9,587
AMAZON COM INC 58,219 -1,107 $8,846
     AMZN58,219-1,107$8,846
ALPHABET INC 62,292 +15 $8,702
     GOOGL62,292+15$8,702
JOHNSON & JOHNSON 53,877 -230 $8,445
     JNJ53,877-230$8,445
SPDR SER TR (SPAB) 322,324 -12,675 $8,264
     SPAB322,324-12,675$8,264
SELECT SECTOR SPDR TR (XLE) 88,787 +2,159 $7,444
     XLE88,787+2,159$7,444
BLACKROCK INC 8,408 -39 $6,826
     BLK8,408-39$6,826
COSTCO WHSL CORP NEW 10,270 -69 $6,779
     COST10,270-69$6,779
META PLATFORMS INC 18,491 +205 $6,545
     META18,491+205$6,545
VISA INC 24,083 -363 $6,270
     V24,083-363$6,270
UNITEDHEALTH GROUP INC 11,893 -158 $6,261
     UNH11,893-158$6,261
REGENERON PHARMACEUTICALS 7,009 -115 $6,156
     REGN7,009-115$6,156
SHERWIN WILLIAMS CO 19,475 -91 $6,074
     SHW19,475-91$6,074
APPLIED MATLS INC 37,253 -1,150 $6,038
     AMAT37,253-1,150$6,038
ROPER TECHNOLOGIES INC 10,867 -70 $5,924
     ROP10,867-70$5,924
THERMO FISHER SCIENTIFIC INC 10,355 -287 $5,496
     TMO10,355-287$5,496
AMERICAN TOWER CORP NEW 25,010 -4,796 $5,399
     AMT25,010-4,796$5,399
JPMORGAN CHASE & CO 30,093 -362 $5,119
     JPM30,093-362$5,119
S&P GLOBAL INC 10,306 +44 $4,540
     SPGI10,306+44$4,540
HOME DEPOT INC 12,670 -173 $4,391
     HD12,670-173$4,391
SALESFORCE INC 16,353 -179 $4,303
     CRM16,353-179$4,303
AGILENT TECHNOLOGIES INC 30,495 -209 $4,240
     A30,495-209$4,240
ACCENTURE PLC IRELAND 12,012 -95 $4,215
     ACN12,012-95$4,215
HONEYWELL INTL INC 19,704 -339 $4,132
     HON19,704-339$4,132
ZOETIS INC 20,593 +163 $4,064
     ZTS20,593+163$4,064
CHARLES RIV LABS INTL INC 17,113 -63 $4,046
     CRL17,113-63$4,046
AMERICAN EXPRESS CO 21,464 -67 $4,021
     AXP21,464-67$4,021
SS&C TECHNOLOGIES HLDGS INC 62,391 -4,063 $3,813
     SSNC62,391-4,063$3,813
NIKE INC 34,648 +378 $3,762
     NKE34,648+378$3,762
POOL CORP 9,354 -29 $3,730
     POOL9,354-29$3,730
TE CONNECTIVITY LTD 26,434 -20 $3,714
     TEL26,434-20$3,714
MONDELEZ INTL INC 50,165 -136 $3,633
     MDLZ50,165-136$3,633
FEDEX CORP 13,814 -335 $3,495
     FDX13,814-335$3,495
SKYWORKS SOLUTIONS INC 31,000 -2,831 $3,485
     SWKS31,000-2,831$3,485
AB GLOBAL BOND ADVISOR 483,052 -27,386 $3,357
     COM483,052-27,386$3,357
MKS INSTRS INC 31,002 -4,091 $3,189
     MKSI31,002-4,091$3,189
SELECT SECTOR SPDR TR (XLP) 43,494 +43,494 $3,133
     XLP43,494+43,494$3,133
ISHARES TR (IJH) 10,356 +34 $2,870
     IJH10,356+34$2,870
SELECT SECTOR SPDR TR (XLU) 44,542 +44,542 $2,821
     XLU44,542+44,542$2,821
ISHARES TR (IJR) 25,865 UNCH $2,800
     IJR25,865UNCH$2,800
VANGUARD BD INDEX FDS (BND) 33,378 +33,378 $2,455
     BND33,378+33,378$2,455
NEXTERA ENERGY INC 36,187 -47,639 $2,198
     NEE36,187-47,639$2,198
LAUDER ESTEE COS INC 11,029 -20,054 $1,613
     EL11,029-20,054$1,613
SELECT SECTOR SPDR TR (XLK) 8,277 +3,154 $1,593
     XLK8,277+3,154$1,593
ELI LILLY & CO 2,290 UNCH $1,335
     LLY2,290UNCH$1,335
EQUIFAX INC 5,250 UNCH $1,298
     EFX5,250UNCH$1,298

See Full List: All Stocks Held By UNIVEST FINANCIAL Corp
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By UNIVEST FINANCIAL Corp

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