UF
| |
UNIVEST FINANCIAL Corp13F | |
| UNIVEST FINANCIAL Corp | |
| Last update 2025-05-08 | 275 Stocks (19 new) |
| Value $1.53 Bil | Turnover 10 % |
UNIVEST FINANCIAL Corp Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VXUS | Vanguard Total International Stock | 1,961,508 | 121,809.6 | -10.88% | 7.960 | -0.89% | 0.150 | +14.38% | +19.13% | 87,184.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 1,783,960 | 117,313.2 | +13.16% | 7.660 | +0.89% | 0.190 | +16.68% | +7.38% | 72,719.7 | ||
AAPL | Apple Inc | 397,911 | 88,388.1 | -0.44% | 5.770 | -0.03% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2,940,400 | 75,097.8 | +32.52% | 4.910 | +1.20% | 0.860 | +0.10% | +3.72% | 8,747.7 | ||
MSFT | Microsoft Corp | 166,497 | 62,501.2 | +3.98% | 4.080 | +0.16% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 205,515 | 39,101.2 | +6.50% | 2.550 | +0.16% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 249,445 | 38,574.2 | +8.82% | 2.520 | +0.20% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
META | Meta Platforms Inc | 62,052 | 35,764.1 | -2.96% | 2.340 | -0.07% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 683,397 | 31,490.9 | -8.51% | 2.060 | -0.18% | 0.090 | +0.39% | +3.69% | 32,811.1 | ||
NVDA | NVIDIA Corp | 273,429 | 29,634.3 | +131.44% | 1.940 | +1.10% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors |
UNIVEST FINANCIAL Corp's Historical Top Holdings Breakdowns
UNIVEST FINANCIAL Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-03-31 | Add Add | +1.20% | 24.73 ($25.23) 25.62 | $25.41 | 0.71% | Add 32.52% | 2,940,400 | 721,570 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.10% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 131.44% | 273,429 | 155,284 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.89% | 64.88 ($69.16) 72.1 | $73.57 | 6.38% | Add 13.16% | 1,783,960 | 207,515 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Reduce Reduce | -0.89% | 58.01 ($61.77) 64.46 | $69.49 | 12.50% | Reduce -10.88% | 1,961,508 | -239,513 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.80% | 725.72 ($832.09) 929.72 | $780.67 | -6.18% | Add 468.74% | 17,938 | 14,784 | |
PM | Philip Morris International Inc | 2025-03-31 | Add Add | +0.67% | 117.15 ($141.65) 158.79 | $178.88 | 26.28% | Add 1481.13% | 69,206 | 64,829 | |
HON | Honeywell International Inc | 2025-03-31 | Reduce Reduce | -0.64% | 202.75 ($214.7) 226.52 | $240.40 | 11.97% | Reduce -77.91% | 12,649 | -44,609 | |
XLP | Consumer Staples Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.57% | 76.23 ($79.81) 83.6 | $82.18 | 2.97% | Reduce -80.25% | 28,183 | -114,528 | |
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 2025-03-31 | Reduce Reduce | -0.55% | 25.54 ($26.65) 27.64 | $26.22 | -1.61% | Reduce -42.19% | 455,735 | -332,593 | |
CRM | Salesforce Inc | 2025-03-31 | Reduce Reduce | -0.51% | 268.36 ($311.03) 359.95 | $272.15 | -12.50% | Reduce -31.67% | 52,140 | -24,162 |
UNIVEST FINANCIAL Corp Total Holding History ($B)
UNIVEST FINANCIAL Corp's Asset Allocation
UNIVEST FINANCIAL Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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UNIVEST FINANCIAL Corp's Hypothetical Growth since 2025-03-31
UNIVEST FINANCIAL Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
UNIVEST FINANCIAL Corp's Holdings Heat Map
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UNIVEST FINANCIAL Corp's Holdings Bubble Chart
UNIVEST FINANCIAL Corp News
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