UNIVEST FINANCIAL Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), UNIVEST FINANCIAL Corp reported 275 stock positions worth $1.5 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 8.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.7%) and Apple (AAPL, 5.8%). Compared with Q4 2024, it opened 19 new positions, sold out of 16, added to 99 and reduced 135. The biggest buy was SS SPDR P Agg Bond ETF (SPAB, shares +33%) and the biggest sale Salesforce (CRM, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001085146-25-002845 ↗ filed May 8, 2025
Holdings Value
Holdings 275 stocks · $1.5B
| VXUS Vanguard Total Intl Stock | 7.96% | 1,961,508 | $121.8M | Reduce -10.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.66% | 1,783,960 | $117.3M | Add +13.2% |
| AAPL Apple Inc. | 5.77% | 397,911 | $88.4M | Reduce -0.4% |
| SPAB SS SPDR P Agg Bond ETF | 4.91% | 2,940,400 | $75.1M | Add +32.5% |
| MSFT Microsoft Corp. | 4.08% | 166,497 | $62.5M | Add +4.0% |
| AMZN Amazon.com Inc. | 2.55% | 205,515 | $39.1M | Add +6.5% |
| GOOGL Alphabet Inc. Class A | 2.52% | 249,445 | $38.6M | Add +8.8% |
| META Meta Platforms Inc. Class A | 2.34% | 62,052 | $35.8M | Reduce -3.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.06% | 683,397 | $31.5M | Reduce -8.5% |
| NVDA Nvidia Corp. | 1.94% | 273,429 | $29.6M | Add +131.4% |
| V Visa Inc. Class A | 1.70% | 74,227 | $26.0M | Reduce -8.5% |
| XLE SS Energy Select Sector | 1.68% | 275,537 | $25.7M | Add +0.9% |
| AVGO Broadcom Inc. | 1.65% | 150,873 | $25.3M | Reduce -1.5% |
| BLK BlackRock Inc. | 1.64% | 26,444 | $25.0M | Reduce -11.7% |
| NEE Nextera Energy Inc. | 1.60% | 346,396 | $24.6M | Add +10.3% |
| VOO Vanguard S&P 500 ETF | 1.47% | 43,754 | $22.5M | Reduce -2.1% |
| SPGI S&P Global Inc. | 1.13% | 33,996 | $17.3M | Add +0.7% |
| COST Costco Wholesale Corp. | 1.13% | 18,237 | $17.2M | Reduce -13.2% |
| UNH Unitedhealth Group Inc. | 1.12% | 32,870 | $17.2M | Add +3.6% |
| TMO Thermo Fisher Scientific Inc. | 1.02% | 31,337 | $15.6M | Reduce -21.2% |
| LLY Eli Lilly & Co. | 0.97% | 17,938 | $14.8M | Add +468.7% |
| UVSP Univest Financial Corp. | 0.96% | 520,580 | $14.8M | Reduce -2.1% |
| AMT American Tower Corp. | 0.92% | 64,487 | $14.0M | Reduce -4.0% |
| CRM Salesforce Inc. | 0.91% | 52,140 | $14.0M | Reduce -31.7% |
| MUB iShares National Muni Bond E | 0.89% | 129,900 | $13.7M | Add +22.4% |
| AMAT Applied Materials Inc. | 0.83% | 87,284 | $12.7M | Reduce -13.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.81% | 455,735 | $12.4M | Reduce -42.2% |
| SHW The Sherwin-Williams Co. | 0.79% | 34,532 | $12.1M | Add +0.6% |
| JNJ Johnson & Johnson | 0.77% | 70,827 | $11.7M | Reduce -0.9% |
| REGN Regeneron Pharmaceuticals | 0.76% | 18,419 | $11.7M | Add +29.7% |
| MDLZ Mondelez International Inc. Class A | 0.76% | 171,589 | $11.6M | Add +32.7% |
| SSNC Ss&c Technologies Holdings | 0.76% | 139,355 | $11.6M | Reduce -6.1% |
| LHX L3HARRIS Technologies Inc. | 0.76% | 55,547 | $11.6M | Add +32.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 94,348 | $11.5M | Reduce -0.1% |
| AXP American Express Co. | 0.75% | 42,409 | $11.4M | Reduce -10.9% |
| PM Philip Morris International | 0.72% | 69,206 | $11.0M | Add +1481.1% |
| TEL Te Connectivity PLC | 0.72% | 77,597 | $11.0M | Add +2.0% |
| ZTS Zoetis Inc. | 0.67% | 62,110 | $10.2M | Reduce -16.6% |
| SCHW Schwab (charles) Corp. | 0.66% | 128,120 | $10.0M | Reduce -6.8% |
| JPM JPMorgan Chase & Co. | 0.64% | 39,646 | $9.7M | Reduce -2.4% |
| POOL Pool Corp. | 0.63% | 30,108 | $9.6M | Add +6.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.62% | 233,975 | $9.5M | Add +5.4% |
| URI United Rentals Inc. | 0.61% | 14,844 | $9.3M | Add +173.4% |
| ROP Roper Technologies Inc. | 0.60% | 15,547 | $9.2M | Reduce -48.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 29,877 | $8.2M | Add +6.9% |
| FDX FedEx Corp. | 0.53% | 33,439 | $8.2M | Reduce -10.0% |
| ADBE Adobe Inc. | 0.50% | 20,102 | $7.7M | Add +154.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 182,116 | $7.6M | Add +1317.7% |
| ULTA Ulta Beauty Inc. | 0.50% | 20,676 | $7.6M | Add +95.4% |
| ACN Accenture PLC Class A | 0.49% | 23,830 | $7.4M | Reduce -34.6% |
| HD Home Depot Inc. | 0.47% | 19,753 | $7.2M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 41,133 | $7.1M | Add +14.6% |
| ICE Intercontinental Exchange Inc. | 0.42% | 37,702 | $6.5M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 75,571 | $5.7M | Reduce -31.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.37% | 70,992 | $5.7M | Add +10.2% |
| TDG Transdigm Group Inc. | 0.35% | 3,881 | $5.4M | Add +3.0% |
| FTNT Fortinet Inc. | 0.34% | 54,779 | $5.3M | Reduce -25.3% |
| ECL Ecolab Inc. | 0.34% | 20,659 | $5.2M | Add +1.7% |
| CRL Charles River Laboratories | 0.34% | 34,247 | $5.2M | Reduce -15.6% |
| XLV SS Health Care Select Sector | 0.34% | 35,217 | $5.1M | Reduce -58.9% |
| BX Blackstone Inc. | 0.32% | 35,497 | $5.0M | Add +16.3% |
| VEEV Veeva Systems Inc. Class A | 0.31% | 20,364 | $4.7M | Reduce -17.5% |
| ANET Arista Networks Inc. | 0.30% | 60,024 | $4.7M | Reduce -2.6% |
| LMT Lockheed Martin Corp. | 0.30% | 10,219 | $4.6M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.29% | 26,181 | $4.5M | Add +8.8% |
| MNST Monster Beverage Corp. | 0.29% | 74,852 | $4.4M | Add +7.9% |
| PEP Pepsico Inc. | 0.28% | 28,728 | $4.3M | Add +4.3% |
| WMT Walmart Inc. | 0.28% | 48,510 | $4.3M | Reduce -7.0% |
| AMGN Amgen Inc. | 0.28% | 13,514 | $4.2M | Reduce -4.7% |
| XOM Exxon Mobil Corp. | 0.27% | 35,291 | $4.2M | Add +9.2% |
| MRK Merck & Co. Inc. | 0.27% | 46,476 | $4.2M | Add +0.9% |
| EQIX Equinix Inc. | 0.27% | 5,068 | $4.1M | Add +3.9% |
| MA Mastercard Inc. Class A | 0.27% | 7,436 | $4.1M | Add +86.7% |
| ISRG Intuitive Surgical Inc. | 0.27% | 8,209 | $4.1M | Reduce -12.8% |
| GOOG Alphabet Inc. Class C | 0.26% | 25,726 | $4.0M | Add +22.8% |
| MCD McDonald's Corp. | 0.26% | 12,687 | $4.0M | Add +2.6% |
| EXLS Exlservice Holdings Inc. | 0.25% | 80,286 | $3.8M | Reduce -8.5% |
| TD Toronto-Dominion Bank | 0.24% | 60,560 | $3.6M | Reduce -0.3% |
| IDXX Idexx Laboratories Inc. | 0.23% | 8,516 | $3.6M | Add +266.6% |
| IVV iShares Core S&P 500 ETF | 0.23% | 6,349 | $3.6M | Add +7.5% |
| NOW ServiceNow Inc. | 0.23% | 4,355 | $3.5M | Reduce -29.9% |
| PH Parker Hannifin Corp. | 0.22% | 5,586 | $3.4M | Add +9.7% |
| UNP Union Pacific Corp. | 0.22% | 14,339 | $3.4M | Add +44.0% |
| UBER Uber Technologies Inc. | 0.22% | 45,305 | $3.3M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 63,291 | $3.1M | Reduce -42.8% |
| XLK SS Technology Select Sector | 0.20% | 14,714 | $3.0M | Reduce -20.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 5,631 | $3.0M | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 5,159 | $2.9M | Reduce -6.3% |
| CVX Chevron Corp. | 0.19% | 17,156 | $2.9M | Add +3.0% |
| ABT Abbott Laboratories | 0.19% | 21,420 | $2.8M | Reduce -25.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.18% | 77,645 | $2.8M | Reduce -3.8% |
| CSCO Cisco Systems Inc. | 0.18% | 45,409 | $2.8M | Reduce -19.2% |
| SNPS Synopsys Inc. | 0.18% | 6,532 | $2.8M | Add +14.4% |
| JNK SS SPDR BB High Yield Bond | 0.18% | 29,269 | $2.8M | Reduce -4.0% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 46,796 | $2.7M | Reduce -13.8% |
| WSO Watsco Inc. | 0.18% | 5,334 | $2.7M | Add +8.2% |
| WM Waste Management Inc. | 0.17% | 11,571 | $2.7M | Reduce -1.9% |
| HON Honeywell International Inc. | 0.17% | 12,649 | $2.7M | Reduce -77.9% |
| APTV Aptiv PLC | 0.17% | 42,826 | $2.5M | Add +60.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 6,848 | $2.5M | Reduce -0.8% |
Portfolio Sells Q4 2024 → Q1 2025
| CRM Salesforce Inc. | Reduce -31.7% | 0.91% | −0.70 |
| HON Honeywell International Inc. | Reduce -77.9% | 0.17% | −0.64 |
| AVGO Broadcom Inc. | Reduce -1.5% | 1.65% | −0.59 |
| XLP SS Consumer Staples Sel Sect | Reduce -80.3% | 0.15% | −0.56 |
| AAPL Apple Inc. | Reduce -0.4% | 5.77% | −0.54 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -42.2% | 0.81% | −0.49 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -74.3% | 0.16% | −0.49 |
| XLV SS Health Care Select Sector | Reduce -58.9% | 0.34% | −0.41 |
| ROP Roper Technologies Inc. | Reduce -48.9% | 0.60% | −0.40 |
| ACN Accenture PLC Class A | Reduce -34.6% | 0.49% | −0.32 |
| BLK BlackRock Inc. | Reduce -11.7% | 1.64% | −0.30 |
| TMO Thermo Fisher Scientific Inc. | Reduce -21.2% | 1.02% | −0.29 |
| VXUS Vanguard Total Intl Stock | Reduce -10.9% | 7.96% | −0.22 |
| AMAT Applied Materials Inc. | Reduce -13.4% | 0.83% | −0.21 |
| NOW ServiceNow Inc. | Reduce -29.9% | 0.23% | −0.19 |
| BND Vanguard Total Bond Market | Reduce -63.7% | 0.12% | −0.19 |
| AXP American Express Co. | Reduce -10.9% | 0.75% | −0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -42.8% | 0.21% | −0.14 |
| VNQ Vanguard Real Estate ETF | Reduce -73.8% | 0.05% | −0.14 |
| CRL Charles River Laboratories | Reduce -15.6% | 0.34% | −0.14 |
| FDX FedEx Corp. | Reduce -10.0% | 0.53% | −0.13 |
| ANET Arista Networks Inc. | Reduce -2.6% | 0.30% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -31.9% | 0.37% | −0.12 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -81.7% | 0.03% | −0.11 |
| XLY SS Consumer Disc Select Sect | Reduce -63.5% | 0.06% | −0.11 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.11 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.11 |
| A Agilent Technologies Inc. | Reduce -59.6% | 0.06% | −0.11 |
| ZTS Zoetis Inc. | Reduce -16.6% | 0.67% | −0.10 |
| FTNT Fortinet Inc. | Reduce -25.3% | 0.34% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -13.2% | 1.13% | −0.09 |
| ADSK Autodesk Inc. | Reduce -29.1% | 0.15% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -40.1% | 0.10% | −0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -8.5% | 2.06% | −0.07 |
| XLK SS Technology Select Sector | Reduce -20.1% | 0.20% | −0.07 |
| IT Gartner Inc. | Reduce -26.8% | 0.13% | −0.07 |
| RMD Resmed Inc. | Reduce -29.0% | 0.16% | −0.06 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.12% | −0.06 |
| FLO Flowers Foods Inc. | Reduce -78.3% | 0.01% | −0.06 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 1.47% | −0.05 |
| MET Metlife Inc. | Reduce -24.9% | 0.15% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -40.4% | 0.09% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -12.8% | 0.27% | −0.04 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -26.9% | 0.16% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.8% | 0.18% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -33.6% | 0.06% | −0.03 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -19.2% | 0.18% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| SPAB SS SPDR P Agg Bond ETF | Add +32.5% | 4.91% | +1.41 |
| NVDA Nvidia Corp. | Add +131.4% | 1.94% | +0.94 |
| LLY Eli Lilly & Co. | Add +468.7% | 0.97% | +0.81 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.2% | 7.66% | +0.81 |
| PM Philip Morris International | Add +1481.1% | 0.72% | +0.68 |
| BAC Bank of America Corp. | Add +1317.7% | 0.50% | +0.46 |
| URI United Rentals Inc. | Add +173.4% | 0.61% | +0.37 |
| ADBE Adobe Inc. | Add +154.9% | 0.50% | +0.28 |
| MDLZ Mondelez International Inc. Class A | Add +32.7% | 0.76% | +0.27 |
| UBER Uber Technologies Inc. | New | 0.22% | +0.22 |
| XLE SS Energy Select Sector | Add +0.9% | 1.68% | +0.21 |
| ULTA Ulta Beauty Inc. | Add +95.4% | 0.50% | +0.20 |
| LHX L3HARRIS Technologies Inc. | Add +32.2% | 0.76% | +0.20 |
| NEE Nextera Energy Inc. | Add +10.3% | 1.60% | +0.18 |
| MUB iShares National Muni Bond E | Add +22.4% | 0.89% | +0.18 |
| IDXX Idexx Laboratories Inc. | Add +266.6% | 0.23% | +0.17 |
| EME Emcor Group Inc. | New | 0.14% | +0.14 |
| MA Mastercard Inc. Class A | Add +86.7% | 0.27% | +0.13 |
| NFLX Netflix Inc. | Add +548.3% | 0.15% | +0.13 |
| REGN Regeneron Pharmaceuticals | Add +29.7% | 0.76% | +0.13 |
| ABNB Airbnb Inc. Class A | New | 0.12% | +0.12 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.12% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +3.6% | 1.12% | +0.11 |
| CASY Casey's General Stores Inc. | New | 0.09% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.6% | 0.46% | +0.08 |
| ICE Intercontinental Exchange Inc. | Add +2.5% | 0.42% | +0.08 |
| UNP Union Pacific Corp. | Add +44.0% | 0.22% | +0.08 |
| SPGI S&P Global Inc. | Add +0.7% | 1.13% | +0.07 |
| APTV Aptiv PLC | Add +60.5% | 0.17% | +0.06 |
| MNST Monster Beverage Corp. | Add +7.9% | 0.29% | +0.06 |
| XOM Exxon Mobil Corp. | Add +9.2% | 0.27% | +0.05 |
| SHW The Sherwin-Williams Co. | Add +0.6% | 0.79% | +0.05 |
| TDG Transdigm Group Inc. | Add +3.0% | 0.35% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.7% | 0.20% | +0.04 |
| ECL Ecolab Inc. | Add +1.7% | 0.34% | +0.04 |
| PG The Procter & Gamble Co. | Add +8.8% | 0.29% | +0.04 |
| CTAS Cintas Corp. | Add +183.8% | 0.05% | +0.04 |
| CVX Chevron Corp. | Add +3.0% | 0.19% | +0.04 |
| MCD McDonald's Corp. | Add +2.6% | 0.26% | +0.03 |
| MBB iShares MBS ETF | Add +16.9% | 0.16% | +0.03 |
| TEL Te Connectivity PLC | Add +2.0% | 0.72% | +0.03 |
| WSO Watsco Inc. | Add +8.2% | 0.18% | +0.03 |
| DAR Darling Ingredients Inc. | Add +42.9% | 0.11% | +0.03 |
| EXC Exelon Corp. | New | 0.03% | +0.03 |
| GLW Corning Inc. | Add +49.4% | 0.08% | +0.03 |
| PLD Prologis Inc. | Add +28.4% | 0.09% | +0.03 |
| ORCL Oracle Corp. | Add +85.5% | 0.07% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.9% | 0.54% | +0.03 |
| VZ Verizon Communications Inc. | Add +4.5% | 0.12% | +0.02 |
| INTU Intuit Inc. | Add +14.1% | 0.13% | +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 |