UNIVEST FINANCIAL Corp

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), UNIVEST FINANCIAL Corp reported 280 stock positions worth $1.5 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 9.0% of the portfolio, followed by Apple (AAPL, 6.2%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 5.3%). Compared with Q2 2024, it opened 150 new positions, sold out of 3, added to 116 and reduced 3. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale an exit from AB Global Bond-Adv (ANAYX).

Most Recent 13F
Q2 2026
Location
SOUDERTON, PA
CIK
0000102212
Portfolio Value
$1.5B (Q3 2024)
SEC Filing
0001085146-24-005865 ↗ filed Nov 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $355.3M Q1 2024 Q2 2024: $360.0M Q2 2024 Q3 2024: $1.5B $1.5B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.8B Q3 2025 Q4 2025: $1.9B Q4 2025 Q1 2026: $1.8B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 280 stocks · $1.5B
VXUS Vanguard Total Intl Stock 8.95% 2,099,141 $135.9M Add +155.4%
AAPL Apple Inc. 6.19% 403,251 $94.0M Add +424.5%
SPYM Ste STR SPDR PT S&P 500 ETF 5.32% 1,196,615 $80.8M New
MSFT Microsoft Corp. 4.33% 152,749 $65.7M Add +358.9%
SPAB SS SPDR P Agg Bond ETF 3.95% 2,296,401 $60.0M Add +501.4%
GOOGL Alphabet Inc. Class A 2.50% 228,705 $37.9M Add +289.9%
META Meta Platforms Inc. Class A 2.43% 64,526 $36.9M Add +239.8%
AMZN Amazon.com Inc. 2.38% 194,145 $36.2M Add +274.0%
BLK BlackRock Finance Inc. 1.91% 30,478 $28.9M Add +274.0%
TMO Thermo Fisher Scientific Inc. 1.84% 45,186 $28.0M Add +302.6%
NEE Nextera Energy Inc. 1.74% 312,969 $26.5M Add +207.2%
AVGO Broadcom Inc. 1.65% 145,389 $25.1M Add +286.4%
VOO Vanguard S&P 500 ETF 1.64% 47,062 $24.8M Add +1.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.61% 517,593 $24.4M New
XLE SS Energy Select Sector 1.60% 276,856 $24.3M Add +188.8%
V Visa Inc. Class A 1.50% 82,853 $22.8M Add +286.2%
CRM Salesforce Inc. 1.40% 77,382 $21.2M Add +303.2%
AMAT Applied Materials Inc. 1.35% 101,054 $20.4M Add +227.3%
COST Costco Wholesale Corp. 1.30% 22,295 $19.8M Add +283.5%
UNH Unitedhealth Group Inc. 1.25% 32,362 $18.9M Add +277.8%
AMT American Tower Corp. 1.25% 81,270 $18.9M Add +172.8%
SPTL SS SPDR PF LNG TRM TSY E-Usd 1.24% 647,677 $18.8M New
SPGI S&P Global Inc. 1.12% 32,993 $17.0M Add +225.9%
ROP Roper Technologies Inc. 1.11% 30,276 $16.8M Add +202.6%
REGN Regeneron Pharmaceuticals 1.09% 15,716 $16.5M Add +176.1%
ZTS Zoetis Inc. 1.05% 81,228 $15.9M Add +258.6%
UVSP Univest Financial Corp. 0.99% 531,448 $15.0M Add +31.5%
SHW The Sherwin-Williams Co. 0.92% 36,438 $13.9M Add +208.3%
AXP American Express Co. 0.88% 49,474 $13.4M Add +177.4%
ACN Accenture PLC Class A 0.85% 36,350 $12.8M Add +216.0%
NKE Nike Inc. Class B 0.82% 140,184 $12.4M Add +247.7%
HON Honeywell International Inc. 0.79% 58,107 $12.0M Add +201.4%
JNJ Johnson & Johnson 0.79% 74,093 $12.0M Add +39.7%
MDLZ Mondelez International Inc. Class A 0.77% 158,282 $11.7M Add +207.2%
SSNC Ss&c Technologies Holdings 0.73% 149,877 $11.1M Add +141.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.71% 91,560 $10.8M Add +143.8%
POOL Pool Corp. 0.70% 28,018 $10.6M Add +196.5%
MUB iShares National Muni Bond E 0.69% 96,049 $10.4M New
FDX FedEx Corp. 0.67% 37,339 $10.2M Add +146.0%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.63% 95,177 $9.5M Add +137.6%
SLYG SS SPDR S&P 600 SC GR ETF 0.61% 98,978 $9.2M New
CRL Charles River Laboratories 0.60% 46,516 $9.2M Add +186.2%
SCHW Schwab (charles) Corp. 0.59% 138,078 $8.9M Add +158.1%
JPM JPMorgan Chase & Co. 0.57% 40,883 $8.6M Add +442.6%
HD Home Depot Inc. 0.56% 21,089 $8.5M Add +970.0%
VTI VG Morningstar TS MKT ETF-US 0.54% 28,827 $8.2M Add +464.7%
SPSM SS SPDR P S&P 600 Small Cap 0.52% 172,190 $7.8M New
TEL Te Connectivity PLC 0.49% 49,747 $7.5M Add +88.6%
LHX L3HARRIS Technologies Inc. 0.44% 28,260 $6.7M New
LMT Lockheed Martin Corp. 0.42% 10,798 $6.3M Add +979.8%
ANET Arista Networks Inc. 0.40% 15,996 $6.1M Add +1077.9%
FTNT Fortinet Inc. 0.37% 73,180 $5.7M Add +567.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.37% 32,476 $5.7M New
NVDA Nvidia Corp. 0.37% 45,972 $5.6M Add +2294.4%
AMGN Amgen Inc. 0.37% 17,258 $5.6M Add +1147.9%
NOW ServiceNow Inc. 0.36% 6,128 $5.5M Add +754.7%
ICE Intercontinental Exchange Inc. 0.35% 33,411 $5.4M Add +649.1%
TDG Transdigm Group Inc. 0.33% 3,547 $5.1M Add +1018.9%
MRK Merck & Co. Inc. 0.33% 43,802 $5.0M Add +381.0%
ECL Ecolab Inc. 0.32% 18,991 $4.8M Add +621.8%
ADBE Adobe Inc. 0.32% 9,283 $4.8M Add +711.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.31% 57,399 $4.8M New
URI United Rentals Inc. 0.31% 5,720 $4.6M Add +530.0%
A Agilent Technologies Inc. 0.30% 30,945 $4.6M Add +7.9%
BX Blackstone Inc. 0.30% 29,278 $4.5M Add +506.7%
VEEV Veeva Systems Inc. Class A 0.29% 21,082 $4.4M Add +1108.1%
PEP Pepsico Inc. 0.29% 25,875 $4.4M Add +700.1%
ISRG Intuitive Surgical Inc. 0.29% 8,946 $4.4M Add +815.7%
WMT Walmart Inc. 0.28% 53,478 $4.3M Add +1126.6%
PG The Procter & Gamble Co. 0.28% 24,434 $4.2M Add +854.8%
ULTA Ulta Beauty Inc. 0.27% 10,664 $4.1M Add +1050.4%
MCD McDonald's Corp. 0.26% 13,188 $4.0M Add +970.5%
EQIX Equinix Inc. 0.26% 4,413 $3.9M New
XOM Exxon Mobil Corp. 0.26% 33,218 $3.9M Add +211.4%
IJH iShares Core S&P Midcap ETF 0.24% 58,675 $3.7M Add +16.1%
TD Toronto-Dominion Bank 0.24% 57,209 $3.6M New
LNTH Lantheus Holdings Inc. 0.24% 32,576 $3.6M Add +489.3%
RMD Resmed Inc. 0.23% 14,368 $3.5M Add +675.4%
GOOG Alphabet Inc. Class C 0.22% 20,268 $3.4M Add +1435.5%
MET Metlife Inc. 0.22% 41,044 $3.4M Add +583.5%
ABT Abbott Laboratories 0.22% 29,679 $3.4M Add +902.7%
IVV iShares Core S&P 500 ETF 0.22% 5,861 $3.4M Add +905.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 5,873 $3.4M Add +156.0%
MNST Monster Beverage Corp. 0.22% 62,826 $3.3M Add +801.8%
ADSK Autodesk Inc. 0.21% 11,782 $3.2M Add +681.3%
IJR iShares Core S&P Small-Cap E 0.21% 27,542 $3.2M No change
LLY Eli Lilly & Co. 0.21% 3,574 $3.2M Add +56.1%
CSCO Cisco Systems Inc. 0.21% 59,207 $3.2M Add +879.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.20% 59,751 $3.1M New
DAR Darling Ingredients Inc. 0.20% 79,698 $3.0M Add +540.6%
SNPS Synopsys Inc. 0.19% 5,737 $2.9M Add +578.9%
LW Lamb Weston Holdings Inc. 0.19% 44,159 $2.9M Add +986.6%
EXLS Exlservice Holdings Inc. 0.18% 73,447 $2.8M Add +477.0%
JNK SS SPDR BB High Yield Bond 0.17% 26,823 $2.6M New
UNP Union Pacific Corp. 0.17% 10,613 $2.6M Add +164.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 6,680 $2.6M New
IT Gartner Inc. 0.17% 5,042 $2.6M Add +546.4%
PH Parker Hannifin Corp. 0.17% 3,998 $2.5M New
BRK.B Berkshire Hathaway Inc. Class B 0.16% 5,378 $2.5M New
SWKS Skyworks Solutions Inc. 0.16% 24,556 $2.4M Reduce -29.3%

Show all 280 holdings

Portfolio Sells Q2 2024 → Q3 2024
ANAYX AB Global Bond-Adv Sold out 0.00% −1.07
SWKS Skyworks Solutions Inc. Reduce -29.3% 0.16% −0.87
BP BP PLC-Spons ADR Sold out 0.00% −0.08
EXC Exelon Corp. Sold out 0.00% −0.07
T AT&T Inc. Reduce -10.7% 0.02% −0.06
PEG Public Service Enterprise GP Reduce -0.2% 0.02% −0.05

Portfolio Buys Q2 2024 → Q3 2024
SPYM Ste STR SPDR PT S&P 500 ETF New 5.32% +5.32
AAPL Apple Inc. Add +424.5% 6.19% +1.69
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 1.61% +1.61
SPAB SS SPDR P Agg Bond ETF Add +501.4% 3.95% +1.29
SPTL SS SPDR PF LNG TRM TSY E-Usd New 1.24% +1.24
MUB iShares National Muni Bond E New 0.69% +0.69
SLYG SS SPDR S&P 600 SC GR ETF New 0.61% +0.61
SPSM SS SPDR P S&P 600 Small Cap New 0.52% +0.52
LHX L3HARRIS Technologies Inc. New 0.44% +0.44
HD Home Depot Inc. Add +970.0% 0.56% +0.37
VTV Vanguard Mrngstr Val ETF-Aui New 0.37% +0.37
SPYG SS SPDR P S&P 500 Growth ETF New 0.31% +0.31
NVDA Nvidia Corp. Add +2294.4% 0.37% +0.30
LMT Lockheed Martin Corp. Add +979.8% 0.42% +0.29
ANET Arista Networks Inc. Add +1077.9% 0.40% +0.27
EQIX Equinix Inc. New 0.26% +0.26
AMGN Amgen Inc. Add +1147.9% 0.37% +0.25
TD Toronto-Dominion Bank New 0.24% +0.24
TDG Transdigm Group Inc. Add +1018.9% 0.33% +0.22
NOW ServiceNow Inc. Add +754.7% 0.36% +0.20
VEEV Veeva Systems Inc. Class A Add +1108.1% 0.29% +0.20
WMT Walmart Inc. Add +1126.6% 0.28% +0.20
VTEB Vanguard Tax-Exempt Bond ETF New 0.20% +0.20
MSFT Microsoft Corp. Add +358.9% 4.33% +0.20
FTNT Fortinet Inc. Add +567.3% 0.37% +0.19
ICE Intercontinental Exchange Inc. Add +649.1% 0.35% +0.18
MCD McDonald's Corp. Add +970.5% 0.26% +0.18
ULTA Ulta Beauty Inc. Add +1050.4% 0.27% +0.17
JNK SS SPDR BB High Yield Bond New 0.17% +0.17
VUG Vanguard Mrngstar GR ETF-Sui New 0.17% +0.17
ISRG Intuitive Surgical Inc. Add +815.7% 0.29% +0.17
PH Parker Hannifin Corp. New 0.17% +0.17
BRK.B Berkshire Hathaway Inc. Class B New 0.16% +0.16
PG The Procter & Gamble Co. Add +854.8% 0.28% +0.16
VTI VG Morningstar TS MKT ETF-US Add +464.7% 0.54% +0.16
GOOG Alphabet Inc. Class C Add +1435.5% 0.22% +0.16
APTV Aptiv Irish Holdings Ltd. New 0.15% +0.15
ECL Ecolab Inc. Add +621.8% 0.32% +0.15
JPM JPMorgan Chase & Co. Add +442.6% 0.57% +0.14
URI United Rentals Inc. Add +530.0% 0.31% +0.14
PEP Pepsico Inc. Add +700.1% 0.29% +0.14
ADBE Adobe Inc. Add +711.5% 0.32% +0.14
ABT Abbott Laboratories Add +902.7% 0.22% +0.14
MRSH Marsh & McLennan Cos New 0.14% +0.14
SPDW Ste STR SPDR PT DW Eu ETF New 0.14% +0.14
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.13% +0.13
IVV iShares Core S&P 500 ETF Add +905.3% 0.22% +0.13
RMD Resmed Inc. Add +675.4% 0.23% +0.13
MA Mastercard Inc. Class A New 0.13% +0.13
BMY Bristol-Myers Squibb Co. New 0.13% +0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 275$2.0BVXUS, SPYM, AAPL, GOOGL, MU
Q1 2026 254$1.8BVXUS, SPYM, AAPL, GOOGL, MSFT
Q4 2025 256$1.9BVXUS, SPYM, AAPL, GOOGL, SPAB
Q3 2025 260$1.8BVXUS, SPYM, AAPL, MSFT, SPAB
Q2 2025 266$1.7BVXUS, SPYM, MSFT, AAPL, SPAB
Q1 2025 275$1.5BVXUS, SPYM, AAPL, SPAB, MSFT
Q4 2024 272$1.6BVXUS, SPYM, AAPL, MSFT, SPAB
Q3 2024 280$1.5BVXUS, AAPL, SPYM, MSFT, SPAB
Q2 2024 133$360.0MVXUS, VOO, AAPL, MSFT, GOOGL
Q1 2024 131$355.3MVXUS, VOO, MSFT, AAPL, AMZN