UNIVEST FINANCIAL Corp
276 holdingsFiling period: 2026-06-30Current AUM: $2.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Star Fds | 2.15M | $184.0M | $177.3M | 8.52% | +22.8K | 2026-06-30 |
| 2 | SPYM | Spdr Series Trust | 1.83M | $161.1M | $163.1M | 7.84% | +25.6K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 357.5K | $103.4M | $123.2M | 5.92% | +459 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 241.5K | $86.3M | $67.6M | 3.25% | +3.4K | 2026-06-30 |
| 5 | MU | Micron Technology Inc | 62.2K | $71.8M | $55.0M | 2.64% | -2,877 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 183.3K | $68.4M | $95.7M | 4.60% | +7.2K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 330.3K | $66.1M | $67.6M | 3.25% | +14.1K | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 269.4K | $64.2M | $64.7M | 3.11% | +5.9K | 2026-06-30 |
| 9 | SPAB | Spdr Series Trust | 2.35M | $60.0M | $58.4M | 2.81% | -65,346 | 2026-06-30 |
| 10 | IUSB | iShares TR | 1.28M | $59.0M | $57.4M | 2.76% | +177.5K | 2026-06-30 |
| 11 | AVGO | Broadcom Inc | 140.3K | $53.0M | $45.7M | 2.20% | +791 | 2026-06-30 |
| 12 | LLY | Eli Lilly & Co | 33.8K | $40.6M | $47.9M | 2.30% | +1.4K | 2026-06-30 |
| 13 | META | Meta Platforms Inc | 63.7K | $35.9M | $39.2M | 1.88% | +1.3K | 2026-06-30 |
| 14 | NEE | Nextera Energy Inc | 344.8K | $30.3M | $28.9M | 1.39% | +7.4K | 2026-06-30 |
| 15 | XLE | Select Sector Spdr TR | 560.5K | $29.8M | $39.2M | 1.89% | +10.7K | 2026-06-30 |
| 16 | AMAT | Applied Matls Inc | 37.6K | $27.2M | $14.7M | 0.71% | -3,340 | 2026-06-30 |
| 17 | V | Visa Inc | 76.9K | $26.4M | $31.8M | 1.53% | -1,206 | 2026-06-30 |
| 18 | VOO | Vanguard Index Fds | 37.7K | $25.9M | $26.2M | 1.26% | -2,813 | 2026-06-30 |
| 19 | UVSP | Univest Financial Corporatio | 503.4K | $22.0M | $19.9M | 0.96% | +1.7K | 2026-06-30 |
| 20 | SPYG | Spdr Series Trust | 172.6K | $20.5M | $20.1M | 0.97% | +13.3K | 2026-06-30 |
| 21 | SPGI | S&P Global Inc | 50.2K | $20.4M | $23.4M | 1.13% | +4.1K | 2026-06-30 |
| 22 | UNH | Unitedhealth Group Inc | 48.0K | $20.0M | $19.5M | 0.94% | -1,637 | 2026-06-30 |
| 23 | BLK | BlackRock Inc | 18.5K | $17.8M | $21.2M | 1.02% | +898 | 2026-06-30 |
| 24 | JNJ | Johnson & Johnson | 69.5K | $17.6M | $19.0M | 0.91% | +985 | 2026-06-30 |
| 25 | MGK | Vanguard World FD | 195.6K | $17.2M | $17.0M | 0.82% | +156.2K | 2026-06-30 |
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