UF

UNIVEST FINANCIAL Corp

13F
UNIVEST FINANCIAL Corp
Last update 2024-11-15 280 Stocks (150 new)
Value $1.52 Bil Turnover 75 %
Countries:
Top Holdings: VXUS(8.95%)AAPL(6.19%)SPLG(5.32%)MSFT(4.33%)SPAB(3.95%)
Summary Stock Picks Current Portfolio
UNIVEST FINANCIAL Corp Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VXUS 		Vanguard Total International Stock
2,099,141
135,898.4
+155.40%
8.950
+5.45%
0.180
-0.98%
+8.17%
76,164.6
 
AAPL 		Apple Inc
403,251
93,957.6
+424.53%
6.190
+5.01%
0.000
+11.64%
+29.51%
3,750,689.2
Hardware
SPLG 		SPDR Portfolio S&P 500 ETF
1,196,615
80,783.5
New Holding
5.320
+5.32%
0.170
+7.90%
+28.46%
54,134.4
 
MSFT 		Microsoft Corp
152,749
65,728.3
+358.87%
4.330
+3.39%
0.000
+4.08%
+19.83%
3,325,399.1
Software
SPAB 		SPDR Portfolio Aggregate Bond ETF
2,296,401
60,027.9
+501.37%
3.950
+3.29%
0.700
-2.88%
+2.06%
8,483.1
 
GOOGL 		Alphabet Inc
228,705
37,930.8
+289.90%
2.500
+1.86%
0.000
+20.69%
+36.38%
2,332,219.7
Interactive Media
META 		Meta Platforms Inc
64,526
36,937.4
+239.83%
2.430
+1.71%
0.000
+18.36%
+75.79%
1,566,066.5
Interactive Media
AMZN 		Amazon.com Inc
194,145
36,175.2
+273.99%
2.380
+1.74%
0.000
+21.97%
+49.70%
2,391,744.4
Retail - Cyclical
BLK 		BlackRock Inc
30,478
28,940.0
+274.01%
1.910
+1.40%
0.020
+19.88%
+33.26%
163,635.8
Asset Management
TMO 		Thermo Fisher Scientific Inc
45,186
27,950.8
+302.55%
1.840
+1.38%
0.010
-13.73%
-0.46%
201,535.6
Medical Diagnostics & Research

UNIVEST FINANCIAL Corp's Historical Top Holdings Breakdowns

UNIVEST FINANCIAL Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VXUS 		Vanguard Total International Stock2024-09-30Add
+5.45%
●
58.03 ($61.9) 65.37
$61.70
-0.32%
Add 155.4%
2,099,141
1,277,224
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30New Buy
+5.32%
●
60.84 ($65.03) 67.51
$71.09
9.32%
New holding
1,196,615
1,196,615
AAPL 		Apple Inc2024-09-30Add
+5.01%
●
207.23 ($223.32) 234.82
$248.13
11.11%
Add 424.53%
403,251
326,373
MSFT 		Microsoft Corp2024-09-30Add
+3.39%
●
395.15 ($427.47) 467.56
$447.27
4.63%
Add 358.87%
152,749
119,461
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-09-30Add
+3.29%
●
24.86 ($25.76) 26.33
$25.27
-1.90%
Add 501.37%
2,296,401
1,914,541
BND 		Vanguard Total Bond Market ETF2022-12-31Reduce
-2.58%
●
68.74 ($71.14) 73.53
$72.67
2.15%
Reduce -50.72%
105,960
-109,067
BND 		Vanguard Total Bond Market ETF2023-03-31Sold Out
-2.43%
●
70.98 ($72.65) 74.04
$72.67
0.03%
Sold Out
0
-105,960
GOOGL 		Alphabet Inc2024-09-30Add
+1.86%
●
148.66 ($167.74) 191.18
$189.82
13.16%
Add 289.9%
228,705
170,048
XLK 		Technology Select Sector SPDR ETF2022-12-31Reduce
-1.77%
●
116.23 ($126.69) 135.76
$239.05
88.69%
Reduce -77.68%
12,912
-44,949
AMZN 		Amazon.com Inc2024-09-30Add
+1.74%
●
161.02 ($182.46) 200
$227.46
24.66%
Add 273.99%
194,145
142,233

UNIVEST FINANCIAL Corp Total Holding History ($B)

To

UNIVEST FINANCIAL Corp's Asset Allocation

To

UNIVEST FINANCIAL Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

UNIVEST FINANCIAL Corp's Hypothetical Growth since 2024-09-30

UNIVEST FINANCIAL Corp's Yearly Returns

Year Portfolio % % Excess Gain %

UNIVEST FINANCIAL Corp's Holdings Heat Map

Size field:

UNIVEST FINANCIAL Corp's Holdings Bubble Chart

UNIVEST FINANCIAL Corp News

  • 1

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