UNIVEST FINANCIAL Corp
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), UNIVEST FINANCIAL Corp reported 133 stock positions worth $360.0 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 13.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.5%) and Apple (AAPL, 4.5%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 44 and reduced 55. The biggest buy was Broadcom (AVGO, shares +397%) and the biggest sale MKS (MKSI, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $360.0M (Q2 2024)
- SEC Filing
- 0001085146-24-003504 ↗ filed Aug 5, 2024
Holdings Value
Holdings 133 stocks · $360.0M
| VXUS Vanguard Total Intl Stock | 13.77% | 821,917 | $49.6M | Add +4.1% |
| VOO Vanguard S&P 500 ETF | 6.45% | 46,449 | $23.2M | Reduce -14.8% |
| AAPL Apple Inc. | 4.50% | 76,878 | $16.2M | Add +1.4% |
| MSFT Microsoft Corp. | 4.13% | 33,288 | $14.9M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 2.97% | 58,657 | $10.7M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 2.79% | 51,912 | $10.0M | Reduce -1.1% |
| SPAB SS SPDR P Agg Bond ETF | 2.66% | 381,860 | $9.6M | Add +4.9% |
| META Meta Platforms Inc. Class A | 2.66% | 18,988 | $9.6M | Reduce -2.4% |
| UVSP Univest Financial Corp. | 2.56% | 404,209 | $9.2M | Reduce -0.3% |
| XLE SS Energy Select Sector | 2.43% | 95,877 | $8.7M | Reduce -0.6% |
| JNJ Johnson & Johnson | 2.15% | 53,034 | $7.8M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 2.02% | 30,875 | $7.3M | Reduce -7.6% |
| NEE Nextera Energy Inc. | 2.00% | 101,869 | $7.2M | Reduce -2.4% |
| BLK BlackRock Finance Inc. | 1.78% | 8,149 | $6.4M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 1.72% | 11,225 | $6.2M | Add +1.0% |
| AVGO Broadcom Inc. | 1.68% | 3,763 | $6.0M | Add +397.1% |
| REGN Regeneron Pharmaceuticals | 1.66% | 5,692 | $6.0M | Reduce -2.7% |
| AMT American Tower Corp. | 1.61% | 29,789 | $5.8M | Add +2.6% |
| ROP Roper Technologies Inc. | 1.57% | 10,004 | $5.6M | Reduce -1.4% |
| V Visa Inc. Class A | 1.56% | 21,454 | $5.6M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 1.37% | 5,814 | $4.9M | Reduce -4.2% |
| CRM Salesforce Inc. | 1.37% | 19,194 | $4.9M | Reduce -0.7% |
| FDX FedEx Corp. | 1.26% | 15,179 | $4.6M | Reduce -3.0% |
| SPGI S&P Global Inc. | 1.25% | 10,125 | $4.5M | Add +3.6% |
| UNH Unitedhealth Group Inc. | 1.21% | 8,565 | $4.4M | Reduce -2.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.18% | 40,061 | $4.3M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.15% | 37,557 | $4.1M | Reduce -2.2% |
| AXP American Express Co. | 1.15% | 17,835 | $4.1M | Reduce -5.5% |
| HON Honeywell International Inc. | 1.14% | 19,276 | $4.1M | Reduce -2.4% |
| TEL Te Connectivity Ltd. | 1.10% | 26,379 | $4.0M | Reduce -3.2% |
| SCHW Schwab (charles) Corp. | 1.10% | 53,508 | $3.9M | Reduce -4.2% |
| ZTS Zoetis Inc. | 1.09% | 22,649 | $3.9M | Add +6.1% |
| SSNC Ss&c Technologies Holdings | 1.08% | 62,067 | $3.9M | Reduce -2.6% |
| ANAYX AB Global Bond-Adv | 1.07% | 562,351 | $3.8M | Add +3.9% |
| A Agilent Technologies Inc. | 1.03% | 28,674 | $3.7M | Reduce -1.9% |
| SWKS Skyworks Solutions Inc. | 1.03% | 34,746 | $3.7M | Reduce -4.9% |
| SHW The Sherwin-Williams Co. | 0.98% | 11,821 | $3.5M | Reduce -2.6% |
| ACN Accenture PLC Class A | 0.97% | 11,503 | $3.5M | Add +6.5% |
| MDLZ Mondelez International Inc. Class A | 0.94% | 51,525 | $3.4M | Reduce -0.4% |
| CRL Charles River Laboratories | 0.93% | 16,252 | $3.4M | Reduce -2.3% |
| NKE Nike Inc. Class B | 0.84% | 40,321 | $3.0M | Add +4.2% |
| IJH iShares Core S&P Midcap ETF | 0.82% | 50,524 | $3.0M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.82% | 27,542 | $2.9M | Add +7.0% |
| POOL Pool Corp. | 0.81% | 9,450 | $2.9M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.58% | 2,290 | $2.1M | No change |
| JPM JPMorgan Chase & Co. | 0.42% | 7,535 | $1.5M | Reduce -3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 5,105 | $1.4M | Add +538.1% |
| EFX Equifax Inc. | 0.35% | 5,250 | $1.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 2,294 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.34% | 10,667 | $1.2M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.31% | 9,107 | $1.1M | Add +4.5% |
| UNP Union Pacific Corp. | 0.25% | 4,015 | $908K | No change |
| NSC Norfolk Southern Corp. | 0.22% | 3,698 | $794K | Reduce -4.1% |
| HD Home Depot Inc. | 0.19% | 1,971 | $678K | Reduce -5.1% |
| FTNT Fortinet Inc. | 0.18% | 10,967 | $661K | Add +52.3% |
| CVX Chevron Corp. | 0.18% | 4,219 | $660K | Reduce -0.8% |
| ADBE Adobe Inc. | 0.18% | 1,144 | $636K | Add +75.5% |
| ECL Ecolab Inc. | 0.17% | 2,631 | $626K | Add +53.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 10,523 | $617K | No change |
| ICE Intercontinental Exchange Inc. | 0.17% | 4,460 | $611K | Add +55.7% |
| BX Blackstone Inc. | 0.17% | 4,826 | $597K | Add +30.9% |
| URI United Rentals Inc. | 0.16% | 908 | $587K | Add +52.6% |
| PNC PNC Financial Services Group | 0.16% | 3,727 | $579K | No change |
| XLK SS Technology Select Sector | 0.16% | 2,547 | $576K | Reduce -4.0% |
| NOW ServiceNow Inc. | 0.16% | 717 | $564K | Add +65.6% |
| WSFS WSFS Financial Corp. | 0.16% | 11,886 | $559K | No change |
| HSY The Hershey Co. | 0.15% | 3,027 | $556K | No change |
| INCY Incyte Corp. | 0.15% | 8,854 | $537K | Add +77.9% |
| PEP Pepsico Inc. | 0.15% | 3,234 | $533K | Reduce -2.1% |
| PWR Quanta Services Inc. | 0.14% | 2,050 | $521K | No change |
| SNPS Synopsys Inc. | 0.14% | 845 | $503K | Add +43.2% |
| ANET Arista Networks Inc. | 0.13% | 1,358 | $476K | Add +47.8% |
| LMT Lockheed Martin Corp. | 0.13% | 1,000 | $467K | Reduce -1.7% |
| DAR Darling Ingredients Inc. | 0.13% | 12,442 | $457K | Add +71.9% |
| LNTH Lantheus Holdings Inc. | 0.12% | 5,528 | $444K | Add +37.9% |
| PPG PPG Industries Inc. | 0.12% | 3,486 | $439K | No change |
| ISRG Intuitive Surgical Inc. | 0.12% | 977 | $435K | Add +57.8% |
| AMGN Amgen Inc. | 0.12% | 1,383 | $432K | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.12% | 2,559 | $422K | Add +8.2% |
| MET Metlife Inc. | 0.12% | 6,005 | $421K | Reduce -0.9% |
| TDG Transdigm Group Inc. | 0.11% | 317 | $405K | Add +48.1% |
| WM Waste Management Inc. | 0.11% | 1,884 | $402K | Reduce -8.9% |
| EXLS Exlservice Holdings Inc. | 0.11% | 12,730 | $399K | New |
| PM Philip Morris International | 0.11% | 3,890 | $394K | No change |
| KO The Coca-Cola Co. | 0.11% | 6,182 | $393K | No change |
| VZ Verizon Communications Inc. | 0.11% | 9,385 | $387K | Reduce -0.6% |
| ADSK Autodesk Inc. | 0.10% | 1,508 | $373K | Add +89.9% |
| DE Deere & Co. | 0.10% | 993 | $371K | No change |
| ULTA Ulta Beauty Inc. | 0.10% | 927 | $358K | Add +91.9% |
| RMD Resmed Inc. | 0.10% | 1,853 | $355K | Add +51.4% |
| IT Gartner Inc. | 0.10% | 780 | $350K | New |
| MNST Monster Beverage Corp. | 0.10% | 6,967 | $348K | Add +71.5% |
| LW Lamb Weston Holdings Inc. | 0.09% | 4,064 | $342K | Add +79.3% |
| CAT Caterpillar Inc. | 0.09% | 1,005 | $335K | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 0.09% | 8,453 | $331K | Add +0.1% |
| MTCH Match Group Inc. | 0.09% | 10,827 | $329K | Add +89.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 3,224 | $320K | Reduce -4.5% |
| VEEV Veeva Systems Inc. Class A | 0.09% | 1,745 | $319K | Add +72.9% |
| IVV iShares Core S&P 500 ETF | 0.09% | 583 | $319K | Reduce -10.0% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 2,680 | $318K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| MKSI MKS Inc. | Reduce -93.0% | 0.08% | −1.14 |
| VOO Vanguard S&P 500 ETF | Reduce -14.8% | 6.45% | −0.93 |
| EL Estee Lauder Companies Class A | Reduce -0.7% | 1.18% | −0.57 |
| CRL Charles River Laboratories | Reduce -2.3% | 0.93% | −0.34 |
| POOL Pool Corp. | Reduce -0.4% | 0.81% | −0.27 |
| CRM Salesforce Inc. | Reduce -0.7% | 1.37% | −0.27 |
| JNJ Johnson & Johnson | Reduce -0.1% | 2.15% | −0.21 |
| SHW The Sherwin-Williams Co. | Reduce -2.6% | 0.98% | −0.21 |
| A Agilent Technologies Inc. | Reduce -1.9% | 1.03% | −0.16 |
| V Visa Inc. Class A | Reduce -2.1% | 1.56% | −0.16 |
| XLE SS Energy Select Sector | Reduce -0.6% | 2.43% | −0.14 |
| SWKS Skyworks Solutions Inc. | Reduce -4.9% | 1.03% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.4% | 0.94% | −0.08 |
| SSNC Ss&c Technologies Holdings | Reduce -2.6% | 1.08% | −0.07 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.07 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.07 |
| AXP American Express Co. | Reduce -5.5% | 1.15% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -4.1% | 0.22% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.4% | 0.82% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -4.2% | 1.10% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -1.4% | 1.57% | −0.04 |
| HD Home Depot Inc. | Reduce -5.1% | 0.19% | −0.04 |
| DIS The Walt Disney Co. | Reduce -4.5% | 0.09% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -3.7% | 0.42% | −0.02 |
| ABT Abbott Laboratories | Reduce -6.2% | 0.09% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.1% | 0.15% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -22.2% | 0.08% | −0.01 |
| WM Waste Management Inc. | Reduce -8.9% | 0.11% | −0.01 |
| FDX FedEx Corp. | Reduce -3.0% | 1.26% | −0.01 |
| TEL Te Connectivity Ltd. | Reduce -3.2% | 1.10% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.2% | 0.09% | −0.01 |
| GPC Genuine Parts Co. | Reduce -2.6% | 0.06% | −0.01 |
| CME Cme Group Inc. | Reduce -2.8% | 0.07% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.34% | −0.01 |
| MET Metlife Inc. | Reduce -0.9% | 0.12% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -10.0% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -2.0% | 1.21% | −0.01 |
| CVX Chevron Corp. | Reduce -0.8% | 0.18% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 0.11% | −0.00 |
| PFE Pfizer Inc. | Reduce -1.8% | 0.08% | −0.00 |
| WSO Watsco Inc. | Reduce -6.1% | 0.08% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -1.7% | 0.13% | −0.00 |
| WMT Walmart Inc. | Reduce -8.6% | 0.08% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 2.66% | +0.00 |
| HON Honeywell International Inc. | Reduce -2.4% | 1.14% | +0.00 |
| KMI Kinder Morgan Inc. | Reduce -1.2% | 0.06% | +0.00 |
| XLK SS Technology Select Sector | Reduce -4.0% | 0.16% | +0.00 |
| AMGN Amgen Inc. | Reduce -3.1% | 0.12% | +0.01 |
| TJX TJX Companies Inc. | Reduce -2.2% | 1.15% | +0.05 |
| REGN Regeneron Pharmaceuticals | Reduce -2.7% | 1.66% | +0.08 |
Portfolio Buys Q1 2024 → Q2 2024
| AVGO Broadcom Inc. | Add +397.1% | 1.68% | +1.40 |
| AAPL Apple Inc. | Add +1.4% | 4.50% | +0.84 |
| VXUS Vanguard Total Intl Stock | Add +4.1% | 13.77% | +0.37 |
| VTI VG Morningstar TS MKT ETF-US | Add +538.1% | 0.38% | +0.32 |
| EXLS Exlservice Holdings Inc. | New | 0.11% | +0.11 |
| IT Gartner Inc. | New | 0.10% | +0.10 |
| ADBE Adobe Inc. | Add +75.5% | 0.18% | +0.08 |
| SPGI S&P Global Inc. | Add +3.6% | 1.25% | +0.08 |
| ZTS Zoetis Inc. | Add +6.1% | 1.09% | +0.07 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.9% | 2.66% | +0.07 |
| INCY Incyte Corp. | Add +77.9% | 0.15% | +0.07 |
| NVDA Nvidia Corp. | New | 0.07% | +0.07 |
| NOW ServiceNow Inc. | Add +65.6% | 0.16% | +0.06 |
| ECL Ecolab Inc. | Add +53.6% | 0.17% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +55.7% | 0.17% | +0.06 |
| ANET Arista Networks Inc. | Add +47.8% | 0.13% | +0.06 |
| BAH Booz Allen Hamilton Holdings | New | 0.06% | +0.06 |
| LNTH Lantheus Holdings Inc. | Add +37.9% | 0.12% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +57.8% | 0.12% | +0.05 |
| ADSK Autodesk Inc. | Add +89.9% | 0.10% | +0.05 |
| FTNT Fortinet Inc. | Add +52.3% | 0.18% | +0.05 |
| SNPS Synopsys Inc. | Add +43.2% | 0.14% | +0.04 |
| URI United Rentals Inc. | Add +52.6% | 0.16% | +0.04 |
| TDG Transdigm Group Inc. | Add +48.1% | 0.11% | +0.04 |
| MTCH Match Group Inc. | Add +89.9% | 0.09% | +0.03 |
| DAR Darling Ingredients Inc. | Add +71.9% | 0.13% | +0.03 |
| RMD Resmed Inc. | Add +51.4% | 0.10% | +0.03 |
| BX Blackstone Inc. | Add +30.9% | 0.17% | +0.03 |
| MNST Monster Beverage Corp. | Add +71.5% | 0.10% | +0.03 |
| ULTA Ulta Beauty Inc. | Add +91.9% | 0.10% | +0.03 |
| LW Lamb Weston Holdings Inc. | Add +79.3% | 0.09% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +72.9% | 0.09% | +0.02 |
| ANAYX AB Global Bond-Adv | Add +3.9% | 1.07% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +7.0% | 0.82% | +0.01 |
| T AT&T Inc. | Add +12.9% | 0.07% | +0.01 |
| PG The Procter & Gamble Co. | Add +8.2% | 0.12% | +0.01 |
| WEC WEC Energy Group Inc. | Add +9.3% | 0.07% | +0.00 |
| FLO Flowers Foods Inc. | Add +10.4% | 0.07% | +0.00 |
| CSCO Cisco Systems Inc. | Add +3.0% | 0.08% | −0.00 |
| AMT American Tower Corp. | Add +2.6% | 1.61% | −0.01 |
| PLD Prologis Inc. | Add +0.8% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Add +0.7% | 0.09% | −0.01 |
| MRK Merck & Co. Inc. | Add +4.5% | 0.31% | −0.01 |
| CMCSA Comcast Corp. Class A | Add +0.1% | 0.09% | −0.01 |
| ACN Accenture PLC Class A | Add +6.5% | 0.97% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +1.0% | 1.72% | −0.09 |
| BLK BlackRock Finance Inc. | Add +1.8% | 1.78% | −0.10 |
| NKE Nike Inc. Class B | Add +4.2% | 0.84% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 275 | $2.0B | VXUS, SPYM, AAPL, GOOGL, MU |
| Q1 2026 | 254 | $1.8B | VXUS, SPYM, AAPL, GOOGL, MSFT |
| Q4 2025 | 256 | $1.9B | VXUS, SPYM, AAPL, GOOGL, SPAB |
| Q3 2025 | 260 | $1.8B | VXUS, SPYM, AAPL, MSFT, SPAB |
| Q2 2025 | 266 | $1.7B | VXUS, SPYM, MSFT, AAPL, SPAB |
| Q1 2025 | 275 | $1.5B | VXUS, SPYM, AAPL, SPAB, MSFT |
| Q4 2024 | 272 | $1.6B | VXUS, SPYM, AAPL, MSFT, SPAB |
| Q3 2024 | 280 | $1.5B | VXUS, AAPL, SPYM, MSFT, SPAB |
| Q2 2024 | 133 | $360.0M | VXUS, VOO, AAPL, MSFT, GOOGL |
| Q1 2024 | 131 | $355.3M | VXUS, VOO, MSFT, AAPL, AMZN |