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 | $184.4M | 8.89% | +22.8K | 2026-06-30 |
| 2 | SPYM | SPDR SERIES TRUST | 1.83M | $161.1M | $163.0M | 7.86% | +25.6K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 357.5K | $103.4M | $118.4M | 5.71% | +459 | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 241.5K | $86.3M | $83.3M | 4.01% | +3.4K | 2026-06-30 |
| 5 | MU | MICRON TECHNOLOGY INC | 62.2K | $71.8M | $57.7M | 2.78% | -2,877 | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 183.3K | $68.4M | $91.1M | 4.39% | +7.2K | 2026-06-30 |
| 7 | NVDA | NVIDIA CORPORATION | 330.3K | $66.1M | $70.1M | 3.38% | +14.1K | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 269.4K | $64.2M | $66.9M | 3.22% | +5.9K | 2026-06-30 |
| 9 | SPAB | SPDR SERIES TRUST | 2.35M | $60.0M | $58.1M | 2.80% | -65,346 | 2026-06-30 |
| 10 | IUSB | ISHARES TR | 1.28M | $59.0M | $57.2M | 2.76% | +177.5K | 2026-06-30 |
| 11 | AVGO | BROADCOM INC | 140.3K | $53.0M | $47.6M | 2.29% | +791 | 2026-06-30 |
| 12 | LLY | ELI LILLY & CO | 33.8K | $40.6M | $38.4M | 1.85% | +1.4K | 2026-06-30 |
| 13 | META | META PLATFORMS INC | 63.7K | $35.9M | $42.7M | 2.06% | +1.3K | 2026-06-30 |
| 14 | NEE | NEXTERA ENERGY INC | 344.8K | $30.3M | $28.0M | 1.35% | +7.4K | 2026-06-30 |
| 15 | XLE | SELECT SECTOR SPDR TR | 560.5K | $29.8M | $36.9M | 1.78% | +10.7K | 2026-06-30 |
| 16 | AMAT | APPLIED MATLS INC | 37.6K | $27.2M | $15.8M | 0.76% | -3,340 | 2026-06-30 |
| 17 | V | VISA INC | 76.9K | $26.4M | $28.9M | 1.39% | -1,206 | 2026-06-30 |
| 18 | VOO | VANGUARD INDEX FDS | 37.7K | $25.9M | $26.3M | 1.27% | -2,813 | 2026-06-30 |
| 19 | UVSP | UNIVEST FINANCIAL CORPORATIO | 503.4K | $22.0M | $21.5M | 1.04% | +1.7K | 2026-06-30 |
| 20 | SPYG | SPDR SERIES TRUST | 172.6K | $20.5M | $20.6M | 0.99% | +13.3K | 2026-06-30 |
| 21 | SPGI | S&P GLOBAL INC | 50.2K | $20.4M | $20.7M | 1.00% | +4.1K | 2026-06-30 |
| 22 | UNH | UNITEDHEALTH GROUP INC | 48.0K | $20.0M | $18.1M | 0.87% | -1,637 | 2026-06-30 |
| 23 | BLK | BLACKROCK INC | 18.5K | $17.8M | $19.6M | 0.94% | +898 | 2026-06-30 |
| 24 | JNJ | JOHNSON & JOHNSON | 69.5K | $17.6M | $18.6M | 0.89% | +985 | 2026-06-30 |
| 25 | MGK | VANGUARD WORLD FD | 195.6K | $17.2M | $17.4M | 0.84% | +156.2K | 2026-06-30 |
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