UNIVEST FINANCIAL Corp
255 holdingsFiling period: 2026-03-31Current AUM: $2.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | 2.13M | $164.2M | $180.1M | 8.90% | +26.5K | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 1.81M | $138.4M | $158.9M | 7.85% | +102.3K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 357.0K | $90.6M | $110.3M | 5.45% | -15,720 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 238.1K | $68.5M | $84.8M | 4.19% | -28,136 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 176.0K | $65.2M | $81.8M | 4.04% | +20.7K | 2026-03-31 |
| 6 | SPAB | SPDR SERIES TRUST | 2.42M | $61.9M | $60.7M | 3.00% | -658,693 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 316.2K | $55.1M | $63.5M | 3.14% | +24.5K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 263.5K | $54.9M | $71.6M | 3.53% | +21.9K | 2026-03-31 |
| 9 | IUSB | ISHARES TR | 1.10M | $50.9M | $50.1M | 2.47% | +104.6K | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 139.5K | $43.2M | $54.3M | 2.68% | +6.2K | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 62.4K | $35.7M | $34.7M | 1.72% | +292 | 2026-03-31 |
| 12 | XLE | SELECT SECTOR SPDR TR | 549.7K | $33.7M | $32.7M | 1.62% | -41,442 | 2026-03-31 |
| 13 | NEE | NEXTERA ENERGY INC | 337.4K | $31.3M | $29.3M | 1.45% | -18,495 | 2026-03-31 |
| 14 | LLY | ELI LILLY & CO | 32.4K | $29.8M | $37.3M | 1.84% | -950 | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 40.5K | $24.2M | $27.8M | 1.37% | +935 | 2026-03-31 |
| 16 | V | VISA INC | 78.2K | $23.6M | $28.6M | 1.41% | +12.5K | 2026-03-31 |
| 17 | MU | MICRON TECHNOLOGY INC | 65.1K | $22.0M | $53.6M | 2.65% | -24,535 | 2026-03-31 |
| 18 | SPGI | S&P GLOBAL INC | 46.1K | $19.6M | $19.0M | 0.94% | +10.5K | 2026-03-31 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 18.4K | $18.3M | $17.5M | 0.86% | -158 | 2026-03-31 |
| 20 | UVSP | UNIVEST FINANCIAL CORPORATIO | 501.8K | $17.2M | $22.2M | 1.10% | -115,775 | 2026-03-31 |
| 21 | BLK | BLACKROCK INC | 17.6K | $16.9M | $19.2M | 0.95% | +309 | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON | 68.5K | $16.7M | $17.6M | 0.87% | -449 | 2026-03-31 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | 33.3K | $16.3M | $19.1M | 0.94% | -1,144 | 2026-03-31 |
| 24 | SPYG | SPDR SERIES TRUST | 159.3K | $15.6M | $18.7M | 0.92% | +45.9K | 2026-03-31 |
| 25 | MUB | ISHARES TR | 143.7K | $15.3M | $15.2M | 0.75% | +6.6K | 2026-03-31 |
← Scroll →
Page 1 of 11