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Size ($ in 1000's)
At 12/31/2023: $338,138 At 09/30/2023: $299,586
UNIVEST FINANCIAL Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from UNIVEST FINANCIAL Corp 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the UNIVEST FINANCIAL Corp top holdings by largest position size, as per the latest 13f filing made by UNIVEST FINANCIAL Corp.
In the UNIVEST FINANCIAL Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by UNIVEST FINANCIAL Corp in that top holding, then the share count change between reporting periods, and finally the UNIVEST FINANCIAL Corp top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD STAR FDS (VXUS) |
730,936 |
+7,470 |
$42,365 | VXUS | 730,936 | +7,470 | $42,365 | VANGUARD INDEX FDS (VOO) |
55,124 |
+46 |
$24,078 | VOO | 55,124 | +46 | $24,078 | APPLE INC |
72,707 |
+984 |
$13,998 | AAPL | 72,707 | +984 | $13,998 | MICROSOFT CORP |
33,672 |
+354 |
$12,662 | MSFT | 33,672 | +354 | $12,662 | UNIVEST FINANCIAL CORPORATIO |
435,164 |
-83,334 |
$9,587 | UVSP | 435,164 | -83,334 | $9,587 | AMAZON COM INC |
58,219 |
-1,107 |
$8,846 | AMZN | 58,219 | -1,107 | $8,846 | ALPHABET INC |
62,292 |
+15 |
$8,702 | GOOGL | 62,292 | +15 | $8,702 | JOHNSON & JOHNSON |
53,877 |
-230 |
$8,445 | JNJ | 53,877 | -230 | $8,445 | SPDR SER TR (SPAB) |
322,324 |
-12,675 |
$8,264 | SPAB | 322,324 | -12,675 | $8,264 | SELECT SECTOR SPDR TR (XLE) |
88,787 |
+2,159 |
$7,444 | XLE | 88,787 | +2,159 | $7,444 | BLACKROCK INC |
8,408 |
-39 |
$6,826 | BLK | 8,408 | -39 | $6,826 | COSTCO WHSL CORP NEW |
10,270 |
-69 |
$6,779 | COST | 10,270 | -69 | $6,779 | META PLATFORMS INC |
18,491 |
+205 |
$6,545 | META | 18,491 | +205 | $6,545 | VISA INC |
24,083 |
-363 |
$6,270 | V | 24,083 | -363 | $6,270 | UNITEDHEALTH GROUP INC |
11,893 |
-158 |
$6,261 | UNH | 11,893 | -158 | $6,261 | REGENERON PHARMACEUTICALS |
7,009 |
-115 |
$6,156 | REGN | 7,009 | -115 | $6,156 | SHERWIN WILLIAMS CO |
19,475 |
-91 |
$6,074 | SHW | 19,475 | -91 | $6,074 | APPLIED MATLS INC |
37,253 |
-1,150 |
$6,038 | AMAT | 37,253 | -1,150 | $6,038 | ROPER TECHNOLOGIES INC |
10,867 |
-70 |
$5,924 | ROP | 10,867 | -70 | $5,924 | THERMO FISHER SCIENTIFIC INC |
10,355 |
-287 |
$5,496 | TMO | 10,355 | -287 | $5,496 | AMERICAN TOWER CORP NEW |
25,010 |
-4,796 |
$5,399 | AMT | 25,010 | -4,796 | $5,399 | JPMORGAN CHASE & CO |
30,093 |
-362 |
$5,119 | JPM | 30,093 | -362 | $5,119 | S&P GLOBAL INC |
10,306 |
+44 |
$4,540 | SPGI | 10,306 | +44 | $4,540 | HOME DEPOT INC |
12,670 |
-173 |
$4,391 | HD | 12,670 | -173 | $4,391 | SALESFORCE INC |
16,353 |
-179 |
$4,303 | CRM | 16,353 | -179 | $4,303 | AGILENT TECHNOLOGIES INC |
30,495 |
-209 |
$4,240 | A | 30,495 | -209 | $4,240 | ACCENTURE PLC IRELAND |
12,012 |
-95 |
$4,215 | ACN | 12,012 | -95 | $4,215 | HONEYWELL INTL INC |
19,704 |
-339 |
$4,132 | HON | 19,704 | -339 | $4,132 | ZOETIS INC |
20,593 |
+163 |
$4,064 | ZTS | 20,593 | +163 | $4,064 | CHARLES RIV LABS INTL INC |
17,113 |
-63 |
$4,046 | CRL | 17,113 | -63 | $4,046 | AMERICAN EXPRESS CO |
21,464 |
-67 |
$4,021 | AXP | 21,464 | -67 | $4,021 | SS&C TECHNOLOGIES HLDGS INC |
62,391 |
-4,063 |
$3,813 | SSNC | 62,391 | -4,063 | $3,813 | NIKE INC |
34,648 |
+378 |
$3,762 | NKE | 34,648 | +378 | $3,762 | POOL CORP |
9,354 |
-29 |
$3,730 | POOL | 9,354 | -29 | $3,730 | TE CONNECTIVITY LTD |
26,434 |
-20 |
$3,714 | TEL | 26,434 | -20 | $3,714 | MONDELEZ INTL INC |
50,165 |
-136 |
$3,633 | MDLZ | 50,165 | -136 | $3,633 | FEDEX CORP |
13,814 |
-335 |
$3,495 | FDX | 13,814 | -335 | $3,495 | SKYWORKS SOLUTIONS INC |
31,000 |
-2,831 |
$3,485 | SWKS | 31,000 | -2,831 | $3,485 | AB GLOBAL BOND ADVISOR |
483,052 |
-27,386 |
$3,357 | COM | 483,052 | -27,386 | $3,357 | MKS INSTRS INC |
31,002 |
-4,091 |
$3,189 | MKSI | 31,002 | -4,091 | $3,189 | SELECT SECTOR SPDR TR (XLP) |
43,494 |
+43,494 |
$3,133 | XLP | 43,494 | +43,494 | $3,133 | ISHARES TR (IJH) |
10,356 |
+34 |
$2,870 | IJH | 10,356 | +34 | $2,870 | SELECT SECTOR SPDR TR (XLU) |
44,542 |
+44,542 |
$2,821 | XLU | 44,542 | +44,542 | $2,821 | ISHARES TR (IJR) |
25,865 |
UNCH |
$2,800 | IJR | 25,865 | UNCH | $2,800 | VANGUARD BD INDEX FDS (BND) |
33,378 |
+33,378 |
$2,455 | BND | 33,378 | +33,378 | $2,455 | NEXTERA ENERGY INC |
36,187 |
-47,639 |
$2,198 | NEE | 36,187 | -47,639 | $2,198 | LAUDER ESTEE COS INC |
11,029 |
-20,054 |
$1,613 | EL | 11,029 | -20,054 | $1,613 | SELECT SECTOR SPDR TR (XLK) |
8,277 |
+3,154 |
$1,593 | XLK | 8,277 | +3,154 | $1,593 | ELI LILLY & CO |
2,290 |
UNCH |
$1,335 | LLY | 2,290 | UNCH | $1,335 | EQUIFAX INC |
5,250 |
UNCH |
$1,298 | EFX | 5,250 | UNCH | $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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