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CIK: 0000102212
Total reported value
$2.0B
$2.0B
266 檔
24.6%
The Q2 2025 SEC filing reveals that UNIVEST FINANCIAL Corp held a total portfolio value of $2.0B, covering 266 public equity positions.
During Q2 2025, UNIVEST FINANCIAL Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, SPYM, MSFT) accounted for 24.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.97% | -0.19% | -1.97% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.90% | +0.14% | +1.59% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | -0.30% | +0.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.70% | -0.01% | -4.01% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.55% | -0.54% | +0.79% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | +0.07% | +17.66% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | +0.39% | +17.25% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | +0.14% | +17.56% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.83% | -0.25% | +3.12% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.58% | +0.18% | +3.20% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.03% | +0.04% | +7.27% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.56% | -0.43% | +11.47% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | -0.09% | -0.74% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.46% | -0.27% | +0.96% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | -0.03% | -12.01% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.31% | +53.97% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.27% | -0.08% | -23.84% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 1.19% | -0.10% | +10.46% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.22% | -1.25% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | +0.55% | -2.08% | |
| 21 | UVSP | Univest Financial CORP | Stock-Other | 0.91% | +0.11% | -3.38% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.86% | -0.08% | +13.77% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.85% | -0.26% | +1.39% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.08% | +3.48% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.19% | -2.04% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.81% | -0.04% | +0.08% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 0.81% | -0.12% | -5.45% | |
| 28 | TEL | TE Connectivity plc | Stock-Tech | 0.78% | -0.15% | -1.08% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.09% | +0.34% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.73% | -0.24% | +22.34% | |
| 31 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.72% | -0.10% | +3.63% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.71% | -0.07% | -0.34% | |
| 33 | URI | United Rentals Inc | Stock-Industrials | 0.70% | +0.17% | +3.74% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.70% | -0.07% | -0.85% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.69% | -0.17% | -0.90% | |
| 36 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.69% | -0.06% | -0.03% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.01% | -3.63% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.65% | +2.29% | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.07% | -0.21% | |
| 40 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.65% | -0.22% | +11.55% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.23% | +4.08% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.58% | -0.03% | — | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.56% | -0.10% | +21.02% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | +2.23% | |
| 45 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.55% | -0.12% | -5.82% | |
| 46 | POOL | Pool CORP | Stock-Industrials | 0.54% | -0.13% | EXIT | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.53% | -0.17% | -8.77% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.05% | +6.56% | |
| 49 | FDX | Fedex CORP | Stock-Industrials | 0.46% | -0.15% | +1.79% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.13% | +13.36% |
According to official SEC Form 13F filings, UNIVEST FINANCIAL Corp reported a total U.S. public equity portfolio value of $2.0B across 266 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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During Q2 2025, UNIVEST FINANCIAL Corp's top holdings by market value included VXUS (8.0%)、SPYM (7.9%)、MSFT (5.0%). The largest single position, VXUS, represented 8.0% of total portfolio value.
In Q2 2025, 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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