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CIK: 0000102212
Total reported value
$2.0B
$2.0B
133 檔
5.6%
In Q2 2024, UNIVEST FINANCIAL Corp's U.S. equity holdings reached a combined market value of $2.0B, distributed across 133 disclosed stock positions.
During Q2 2024, UNIVEST FINANCIAL Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 13.77% | -0.19% | +4.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.45% | -0.09% | -14.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.50% | -0.01% | +1.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.13% | -0.30% | -2.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.39% | -1.87% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.07% | -1.12% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.66% | -0.54% | +4.88% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.66% | -0.25% | -2.36% | |
| 9 | UVSP | Univest Financial CORP | Stock-Other | 2.56% | +0.11% | -0.32% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.43% | -0.43% | -0.60% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.15% | -0.07% | -0.14% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 2.02% | +0.55% | -7.64% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 2.00% | -0.27% | -2.39% | |
| 14 | BLKCHF | Blackrock Inc | Stock-Other | 1.78% | — | +1.79% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.72% | -0.09% | +0.99% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.68% | +0.18% | +397.09% | |
| 17 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.66% | -0.22% | -2.70% | |
| 18 | AMT | American Tower CORP | Stock-Real Estate | 1.61% | -0.12% | +2.60% | |
| 19 | ROP | Roper Technologies Inc | Stock-Tech | 1.57% | -0.04% | -1.45% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | -0.03% | -2.12% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.22% | -4.23% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.37% | -0.19% | -0.74% | |
| 23 | FDX | Fedex CORP | Stock-Industrials | 1.26% | -0.15% | -3.01% | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 1.25% | -0.10% | +3.56% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.21% | +0.23% | -2.05% | |
| 26 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.18% | — | -0.71% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.17% | -2.17% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.15% | -0.04% | -5.52% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 1.14% | -0.04% | EXIT | |
| 30 | TEL | TE Connectivity plc | Stock-Tech | 1.10% | — | -3.21% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.10% | -0.07% | -4.23% | |
| 32 | ZTS | Zoetis Inc | Stock-Healthcare | 1.09% | -0.17% | +6.12% | |
| 33 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.08% | -0.06% | -2.64% | |
| 34 | ANAYX | AB Global Bond-adv | Stock-Other | 1.07% | — | +3.87% | |
| 35 | A | Agilent Technologies Inc | Stock-Healthcare | 1.03% | — | -1.93% | |
| 36 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.03% | — | -4.92% | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.98% | -0.07% | -2.64% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.97% | -0.16% | +6.46% | |
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.94% | -0.10% | -0.36% | |
| 40 | CRL | Charles River Laboratories | Stock-Healthcare | 0.93% | — | -2.32% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.84% | — | +4.20% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | — | -1.41% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | -0.01% | +6.96% | |
| 44 | POOL | Pool CORP | Stock-Industrials | 0.81% | -0.13% | EXIT | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.31% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.01% | -3.67% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.01% | +538.13% | |
| 48 | EFX | Equifax Inc | Stock-Industrials | 0.35% | -0.01% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.01% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.09% | -0.43% |
According to official SEC Form 13F filings, UNIVEST FINANCIAL Corp reported a total U.S. public equity portfolio value of $2.0B across 133 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, VOO, AAPL) accounted for 5.6% of total reported equity market value during Q2 2024.
During Q2 2024, UNIVEST FINANCIAL Corp's top holdings by market value included VXUS (13.8%)、VOO (6.5%)、AAPL (4.5%). The largest single position, VXUS, represented 13.8% of total portfolio value.
In Q2 2024, UNIVEST FINANCIAL Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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