UNIVEST FINANCIAL Corp
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), UNIVEST FINANCIAL Corp reported 272 stock positions worth $1.6 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 8.2% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 6.9%) and Apple (AAPL, 6.3%). Compared with Q3 2024, it opened 13 new positions, sold out of 21, added to 110 and reduced 124. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +32%) and the biggest sale Nike Class B (NKE, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0001085146-25-001025 ↗ filed Feb 12, 2025
Holdings Value
Holdings 272 stocks · $1.6B
| VXUS Vanguard Total Intl Stock | 8.18% | 2,201,021 | $129.7M | Add +4.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.86% | 1,576,445 | $108.7M | Add +31.7% |
| AAPL Apple Inc. | 6.31% | 399,681 | $100.1M | Reduce -0.9% |
| MSFT Microsoft Corp. | 4.26% | 160,123 | $67.5M | Add +4.8% |
| SPAB SS SPDR P Agg Bond ETF | 3.50% | 2,218,830 | $55.4M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 2.74% | 229,220 | $43.4M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.67% | 192,970 | $42.3M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 2.36% | 63,944 | $37.4M | Reduce -0.9% |
| AVGO Broadcom Inc. | 2.24% | 153,101 | $35.5M | Add +5.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.13% | 746,932 | $33.8M | Add +44.3% |
| BLK BlackRock Inc. | 1.94% | 29,930 | $30.7M | Reduce -1.8% |
| V Visa Inc. Class A | 1.62% | 81,119 | $25.6M | Reduce -2.1% |
| CRM Salesforce Inc. | 1.61% | 76,302 | $25.5M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 1.52% | 44,696 | $24.1M | Reduce -5.0% |
| XLE SS Energy Select Sector | 1.48% | 273,159 | $23.4M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 1.42% | 314,165 | $22.5M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 1.31% | 39,776 | $20.7M | Reduce -12.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.30% | 788,328 | $20.6M | Add +21.7% |
| COST Costco Wholesale Corp. | 1.21% | 21,004 | $19.2M | Reduce -5.8% |
| SPGI S&P Global Inc. | 1.06% | 33,770 | $16.8M | Add +2.4% |
| AMAT Applied Materials Inc. | 1.03% | 100,762 | $16.4M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.01% | 31,713 | $16.0M | Reduce -2.0% |
| NVDA Nvidia Corp. | 1.00% | 118,145 | $15.9M | Add +157.0% |
| ROP Roper Technologies Inc. | 1.00% | 30,397 | $15.8M | Add +0.4% |
| UVSP Univest Financial Corp. | 0.99% | 531,828 | $15.7M | Add +0.1% |
| AXP American Express Co. | 0.89% | 47,624 | $14.1M | Reduce -3.7% |
| HON Honeywell International Inc. | 0.82% | 57,258 | $12.9M | Reduce -1.5% |
| ACN Accenture PLC Class A | 0.81% | 36,446 | $12.8M | Add +0.3% |
| AMT American Tower Corp. | 0.78% | 67,138 | $12.3M | Reduce -17.4% |
| ZTS Zoetis Inc. | 0.77% | 74,516 | $12.1M | Reduce -8.3% |
| XLV SS Health Care Select Sector | 0.74% | 85,725 | $11.8M | Add +1318.1% |
| SHW The Sherwin-Williams Co. | 0.74% | 34,324 | $11.7M | Reduce -5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 94,445 | $11.4M | Add +3.1% |
| MUB iShares National Muni Bond E | 0.71% | 106,167 | $11.3M | Add +10.5% |
| SSNC Ss&c Technologies Holdings | 0.71% | 148,398 | $11.2M | Reduce -1.0% |
| XLP SS Consumer Staples Sel Sect | 0.71% | 142,711 | $11.2M | Add +910.8% |
| TEL Te Connectivity PLC | 0.69% | 76,096 | $10.9M | Add +53.0% |
| FDX FedEx Corp. | 0.66% | 37,173 | $10.5M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.65% | 71,449 | $10.3M | Reduce -3.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.65% | 113,407 | $10.2M | Add +14.6% |
| SCHW Schwab (charles) Corp. | 0.64% | 137,526 | $10.2M | Reduce -0.4% |
| REGN Regeneron Pharmaceuticals | 0.64% | 14,202 | $10.1M | Reduce -9.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.63% | 221,913 | $10.0M | Add +28.9% |
| JPM JPMorgan Chase & Co. | 0.61% | 40,616 | $9.7M | Reduce -0.7% |
| POOL Pool Corp. | 0.61% | 28,305 | $9.7M | Add +1.0% |
| LHX L3HARRIS Technologies Inc. | 0.56% | 42,016 | $8.8M | Add +48.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 27,947 | $8.1M | Reduce -3.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.49% | 111,041 | $7.8M | Add +1243.3% |
| MDLZ Mondelez International Inc. Class A | 0.49% | 129,300 | $7.7M | Reduce -18.3% |
| HD Home Depot Inc. | 0.48% | 19,442 | $7.6M | Reduce -7.8% |
| CRL Charles River Laboratories | 0.47% | 40,572 | $7.5M | Reduce -12.8% |
| FTNT Fortinet Inc. | 0.44% | 73,339 | $6.9M | Add +0.2% |
| ANET Arista Networks Inc. | 0.43% | 61,639 | $6.8M | Reduce -3.7% |
| NOW ServiceNow Inc. | 0.42% | 6,210 | $6.6M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 35,891 | $6.1M | Add +10.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 64,400 | $5.7M | Add +12.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 110,602 | $5.5M | Add +85.1% |
| ICE Intercontinental Exchange Inc. | 0.35% | 36,777 | $5.5M | Add +10.1% |
| BX Blackstone Inc. | 0.33% | 30,535 | $5.3M | Add +4.3% |
| VEEV Veeva Systems Inc. Class A | 0.33% | 24,677 | $5.2M | Add +17.1% |
| LMT Lockheed Martin Corp. | 0.32% | 10,452 | $5.1M | Reduce -3.2% |
| ISRG Intuitive Surgical Inc. | 0.31% | 9,415 | $4.9M | Add +5.2% |
| BND Vanguard Total Bond Market | 0.30% | 66,966 | $4.8M | New |
| TDG Transdigm Group Inc. | 0.30% | 3,769 | $4.8M | Add +6.3% |
| ECL Ecolab Inc. | 0.30% | 20,312 | $4.8M | Add +7.0% |
| WMT Walmart Inc. | 0.30% | 52,188 | $4.7M | Reduce -2.4% |
| ULTA Ulta Beauty Inc. | 0.29% | 10,582 | $4.6M | Reduce -0.8% |
| EQIX Equinix Inc. | 0.29% | 4,879 | $4.6M | Add +10.6% |
| MRK Merck & Co. Inc. | 0.29% | 46,075 | $4.6M | Add +5.2% |
| XLK SS Technology Select Sector | 0.27% | 18,404 | $4.3M | Add +112.3% |
| PEP Pepsico Inc. | 0.26% | 27,554 | $4.2M | Add +6.5% |
| PG The Procter & Gamble Co. | 0.25% | 24,065 | $4.0M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.25% | 20,942 | $4.0M | Add +3.3% |
| EXLS Exlservice Holdings Inc. | 0.25% | 87,779 | $3.9M | Add +19.5% |
| URI United Rentals Inc. | 0.24% | 5,430 | $3.8M | Reduce -5.1% |
| ADSK Autodesk Inc. | 0.24% | 12,719 | $3.8M | Add +8.0% |
| AMGN Amgen Inc. | 0.23% | 14,187 | $3.7M | Reduce -17.8% |
| MNST Monster Beverage Corp. | 0.23% | 69,346 | $3.6M | Add +10.4% |
| RMD Resmed Inc. | 0.23% | 15,838 | $3.6M | Add +10.2% |
| MCD McDonald's Corp. | 0.23% | 12,368 | $3.6M | Reduce -6.2% |
| ADBE Adobe Inc. | 0.22% | 7,886 | $3.5M | Reduce -15.1% |
| XOM Exxon Mobil Corp. | 0.22% | 32,329 | $3.5M | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,907 | $3.5M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 54,267 | $3.4M | Reduce -7.5% |
| CSCO Cisco Systems Inc. | 0.21% | 56,215 | $3.3M | Reduce -5.0% |
| PH Parker Hannifin Corp. | 0.20% | 5,093 | $3.2M | Add +27.4% |
| TD Toronto-Dominion Bank | 0.20% | 60,710 | $3.2M | Add +6.1% |
| ABT Abbott Laboratories | 0.20% | 28,573 | $3.2M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 5,509 | $3.2M | Reduce -6.2% |
| MET Metlife Inc. | 0.20% | 39,303 | $3.2M | Reduce -4.2% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.20% | 64,674 | $3.2M | New |
| IT Gartner Inc. | 0.20% | 6,547 | $3.2M | Add +29.9% |
| VNQ Vanguard Real Estate ETF | 0.20% | 34,763 | $3.1M | Add +781.2% |
| JNK SS SPDR BB High Yield Bond | 0.18% | 30,485 | $2.9M | Add +13.7% |
| LNTH Lantheus Holdings Inc. | 0.18% | 32,041 | $2.9M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 6,905 | $2.8M | Add +3.4% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 24,570 | $2.8M | Reduce -10.8% |
| TSLA Tesla Inc. | 0.18% | 6,996 | $2.8M | Reduce -1.7% |
| SNPS Synopsys Inc. | 0.17% | 5,712 | $2.8M | Reduce -0.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 80,732 | $2.8M | Add +46.9% |
Portfolio Sells Q3 2024 → Q4 2024
| NKE Nike Inc. Class B | Reduce -94.4% | 0.04% | −0.78 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.63 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.0% | 1.31% | −0.54 |
| AMT American Tower Corp. | Reduce -17.4% | 0.78% | −0.47 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -3.4% | 3.50% | −0.46 |
| REGN Regeneron Pharmaceuticals | Reduce -9.6% | 0.64% | −0.45 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 1.03% | −0.31 |
| MDLZ Mondelez International Inc. Class A | Reduce -18.3% | 0.49% | −0.28 |
| ZTS Zoetis Inc. | Reduce -8.3% | 0.77% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -2.0% | 1.01% | −0.23 |
| SHW The Sherwin-Williams Co. | Reduce -5.8% | 0.74% | −0.18 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.65% | −0.14 |
| SWKS Skyworks Solutions Inc. | Reduce -84.7% | 0.02% | −0.14 |
| A Agilent Technologies Inc. | Reduce -36.7% | 0.17% | −0.14 |
| AMGN Amgen Inc. | Reduce -17.8% | 0.23% | −0.13 |
| CRL Charles River Laboratories | Reduce -12.8% | 0.47% | −0.13 |
| XLE SS Energy Select Sector | Reduce -1.3% | 1.48% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -5.0% | 1.52% | −0.12 |
| DAR Darling Ingredients Inc. | Reduce -53.0% | 0.08% | −0.12 |
| ADBE Adobe Inc. | Reduce -15.1% | 0.22% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -3.2% | 0.32% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -5.8% | 1.21% | −0.09 |
| HD Home Depot Inc. | Reduce -7.8% | 0.48% | −0.09 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.09 |
| LW Lamb Weston Holdings Inc. | Reduce -39.3% | 0.11% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 2.36% | −0.07 |
| MKSI MKS Inc. | Reduce -72.3% | 0.02% | −0.07 |
| URI United Rentals Inc. | Reduce -5.1% | 0.24% | −0.06 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -11.8% | 0.15% | −0.06 |
| LNTH Lantheus Holdings Inc. | Reduce -1.6% | 0.18% | −0.05 |
| APTV Aptiv PLC | Reduce -14.7% | 0.10% | −0.05 |
| DHI D.R. Horton Inc. | Reduce -8.5% | 0.07% | −0.04 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.04 |
| VRSK Verisk Analytics Inc. | Reduce -54.9% | 0.03% | −0.04 |
| MCD McDonald's Corp. | Reduce -6.2% | 0.23% | −0.04 |
| PFE Pfizer Inc. | Reduce -34.6% | 0.05% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 0.22% | −0.04 |
| FLO Flowers Foods Inc. | Reduce -23.2% | 0.07% | −0.04 |
| PLD Prologis Inc. | Reduce -18.4% | 0.06% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.8% | 0.18% | −0.03 |
| SBUX Starbucks Corp. | Reduce -42.6% | 0.03% | −0.03 |
| UNP Union Pacific Corp. | Reduce -6.2% | 0.14% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.5% | 0.21% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.0% | 0.51% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -4.2% | 0.12% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.25% | −0.02 |
| SSNC Ss&c Technologies Holdings | Reduce -1.0% | 0.71% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -17.6% | 0.09% | −0.02 |
| CDW CDW Corp. | Reduce -48.8% | 0.01% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +31.7% | 6.86% | +1.53 |
| XLV SS Health Care Select Sector | Add +1318.1% | 0.74% | +0.68 |
| NVDA Nvidia Corp. | Add +157.0% | 1.00% | +0.63 |
| XLP SS Consumer Staples Sel Sect | Add +910.8% | 0.71% | +0.63 |
| AVGO Broadcom Inc. | Add +5.3% | 2.24% | +0.59 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +44.3% | 2.13% | +0.52 |
| IEFA iShares Core MSCI Eafe ETF | Add +1243.3% | 0.49% | +0.45 |
| BND Vanguard Total Bond Market | New | 0.30% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 2.74% | +0.24 |
| FSTA Fidelity MSCI Cons Stap Indx | New | 0.20% | +0.20 |
| TEL Te Connectivity PLC | Add +53.0% | 0.69% | +0.19 |
| VNQ Vanguard Real Estate ETF | Add +781.2% | 0.20% | +0.17 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +85.1% | 0.35% | +0.15 |
| XLK SS Technology Select Sector | Add +112.3% | 0.27% | +0.14 |
| LHX L3HARRIS Technologies Inc. | Add +48.7% | 0.56% | +0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +28.9% | 0.63% | +0.11 |
| IWO iShares Russell 2000 Growth | Add +275.6% | 0.15% | +0.11 |
| IWS iShares Russell Mid-Cap Valu | New | 0.10% | +0.10 |
| XLY SS Consumer Disc Select Sect | Add +110.6% | 0.17% | +0.09 |
| SCHZ Schwab US Aggregate Bond ETF | Add +529.1% | 0.11% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +247.1% | 0.13% | +0.09 |
| IWN iShares Russell 2000 Value E | New | 0.09% | +0.09 |
| SCZ iShares MSCI Eafe Small-Cap | Add +202.1% | 0.14% | +0.09 |
| IAGG iShares Intl Aggregate Bond | Add +282.0% | 0.11% | +0.08 |
| ETN Eaton Corp. PLC | New | 0.07% | +0.07 |
| FTNT Fortinet Inc. | Add +0.2% | 0.44% | +0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +21.7% | 1.30% | +0.06 |
| EXLS Exlservice Holdings Inc. | Add +19.5% | 0.25% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +149.7% | 0.11% | +0.06 |
| NOW ServiceNow Inc. | Add +1.3% | 0.42% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +12.2% | 0.36% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +149.2% | 0.07% | +0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +14.6% | 0.65% | +0.04 |
| PH Parker Hannifin Corp. | Add +27.4% | 0.20% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +46.9% | 0.17% | +0.04 |
| BX Blackstone Inc. | Add +4.3% | 0.33% | +0.04 |
| VEEV Veeva Systems Inc. Class A | Add +17.1% | 0.33% | +0.04 |
| SPHD Invesco S&P 500 High Dividen | New | 0.04% | +0.04 |
| EQIX Equinix Inc. | Add +10.6% | 0.29% | +0.03 |
| IT Gartner Inc. | Add +29.9% | 0.20% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.25% | +0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +94.8% | 0.06% | +0.03 |
| MUB iShares National Muni Bond E | Add +10.5% | 0.71% | +0.03 |
| ADSK Autodesk Inc. | Add +8.0% | 0.24% | +0.02 |
| INTU Intuit Inc. | Add +27.5% | 0.11% | +0.02 |
| BDX Becton Dickinson and Co. | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +5.2% | 0.31% | +0.02 |
| IXUS iShares Core Intl Stock ETF | New | 0.02% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +24.5% | 0.08% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
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 |