Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD STAR FDS (VXUS) | 730,936 | +7,470 | $42,365 |
VXUS | 730,936 | +7,470 | $42,365 |
VANGUARD INDEX FDS (VOO) | 55,124 | +46 | $24,078 |
VOO | 55,124 | +46 | $24,078 |
APPLE INC | 72,707 | +984 | $13,998 |
AAPL | 72,707 | +984 | $13,998 |
MICROSOFT CORP | 33,672 | +354 | $12,662 |
MSFT | 33,672 | +354 | $12,662 |
UNIVEST FINANCIAL CORPORATIO | 435,164 | -83,334 | $9,587 |
UVSP | 435,164 | -83,334 | $9,587 |
AMAZON COM INC | 58,219 | -1,107 | $8,846 |
AMZN | 58,219 | -1,107 | $8,846 |
ALPHABET INC | 62,292 | +15 | $8,702 |
GOOGL | 62,292 | +15 | $8,702 |
JOHNSON & JOHNSON | 53,877 | -230 | $8,445 |
JNJ | 53,877 | -230 | $8,445 |
SPDR SER TR (SPAB) | 322,324 | -12,675 | $8,264 |
SPAB | 322,324 | -12,675 | $8,264 |
SELECT SECTOR SPDR TR (XLE) | 88,787 | +2,159 | $7,444 |
XLE | 88,787 | +2,159 | $7,444 |
BLACKROCK INC | 8,408 | -39 | $6,826 |
BLK | 8,408 | -39 | $6,826 |
COSTCO WHSL CORP NEW | 10,270 | -69 | $6,779 |
COST | 10,270 | -69 | $6,779 |
META PLATFORMS INC | 18,491 | +205 | $6,545 |
META | 18,491 | +205 | $6,545 |
VISA INC | 24,083 | -363 | $6,270 |
V | 24,083 | -363 | $6,270 |
UNITEDHEALTH GROUP INC | 11,893 | -158 | $6,261 |
UNH | 11,893 | -158 | $6,261 |
REGENERON PHARMACEUTICALS | 7,009 | -115 | $6,156 |
REGN | 7,009 | -115 | $6,156 |
SHERWIN WILLIAMS CO | 19,475 | -91 | $6,074 |
SHW | 19,475 | -91 | $6,074 |
APPLIED MATLS INC | 37,253 | -1,150 | $6,038 |
AMAT | 37,253 | -1,150 | $6,038 |
ROPER TECHNOLOGIES INC | 10,867 | -70 | $5,924 |
ROP | 10,867 | -70 | $5,924 |
THERMO FISHER SCIENTIFIC INC | 10,355 | -287 | $5,496 |
TMO | 10,355 | -287 | $5,496 |
AMERICAN TOWER CORP NEW | 25,010 | -4,796 | $5,399 |
AMT | 25,010 | -4,796 | $5,399 |
JPMORGAN CHASE & CO | 30,093 | -362 | $5,119 |
JPM | 30,093 | -362 | $5,119 |
S&P GLOBAL INC | 10,306 | +44 | $4,540 |
SPGI | 10,306 | +44 | $4,540 |
HOME DEPOT INC | 12,670 | -173 | $4,391 |
HD | 12,670 | -173 | $4,391 |
SALESFORCE INC | 16,353 | -179 | $4,303 |
CRM | 16,353 | -179 | $4,303 |
AGILENT TECHNOLOGIES INC | 30,495 | -209 | $4,240 |
A | 30,495 | -209 | $4,240 |
ACCENTURE PLC IRELAND | 12,012 | -95 | $4,215 |
ACN | 12,012 | -95 | $4,215 |
HONEYWELL INTL INC | 19,704 | -339 | $4,132 |
HON | 19,704 | -339 | $4,132 |
ZOETIS INC | 20,593 | +163 | $4,064 |
ZTS | 20,593 | +163 | $4,064 |
CHARLES RIV LABS INTL INC | 17,113 | -63 | $4,046 |
CRL | 17,113 | -63 | $4,046 |
AMERICAN EXPRESS CO | 21,464 | -67 | $4,021 |
AXP | 21,464 | -67 | $4,021 |
SS&C TECHNOLOGIES HLDGS INC | 62,391 | -4,063 | $3,813 |
SSNC | 62,391 | -4,063 | $3,813 |
NIKE INC | 34,648 | +378 | $3,762 |
NKE | 34,648 | +378 | $3,762 |
POOL CORP | 9,354 | -29 | $3,730 |
POOL | 9,354 | -29 | $3,730 |
TE CONNECTIVITY LTD | 26,434 | -20 | $3,714 |
TEL | 26,434 | -20 | $3,714 |
MONDELEZ INTL INC | 50,165 | -136 | $3,633 |
MDLZ | 50,165 | -136 | $3,633 |
FEDEX CORP | 13,814 | -335 | $3,495 |
FDX | 13,814 | -335 | $3,495 |
SKYWORKS SOLUTIONS INC | 31,000 | -2,831 | $3,485 |
SWKS | 31,000 | -2,831 | $3,485 |
AB GLOBAL BOND ADVISOR | 483,052 | -27,386 | $3,357 |
COM | 483,052 | -27,386 | $3,357 |
MKS INSTRS INC | 31,002 | -4,091 | $3,189 |
MKSI | 31,002 | -4,091 | $3,189 |
SELECT SECTOR SPDR TR (XLP) | 43,494 | +43,494 | $3,133 |
XLP | 43,494 | +43,494 | $3,133 |
ISHARES TR (IJH) | 10,356 | +34 | $2,870 |
IJH | 10,356 | +34 | $2,870 |
SELECT SECTOR SPDR TR (XLU) | 44,542 | +44,542 | $2,821 |
XLU | 44,542 | +44,542 | $2,821 |
ISHARES TR (IJR) | 25,865 | UNCH | $2,800 |
IJR | 25,865 | UNCH | $2,800 |
VANGUARD BD INDEX FDS (BND) | 33,378 | +33,378 | $2,455 |
BND | 33,378 | +33,378 | $2,455 |
NEXTERA ENERGY INC | 36,187 | -47,639 | $2,198 |
NEE | 36,187 | -47,639 | $2,198 |
LAUDER ESTEE COS INC | 11,029 | -20,054 | $1,613 |
EL | 11,029 | -20,054 | $1,613 |
SELECT SECTOR SPDR TR (XLK) | 8,277 | +3,154 | $1,593 |
XLK | 8,277 | +3,154 | $1,593 |
ELI LILLY & CO | 2,290 | UNCH | $1,335 |
LLY | 2,290 | UNCH | $1,335 |
EQUIFAX INC | 5,250 | UNCH | $1,298 |
EFX | 5,250 | UNCH | $1,298 |
See Full List: All Stocks Held By UNIVEST FINANCIAL Corp
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By UNIVEST FINANCIAL Corp
Size ($ in 1000's)
At 12/31/2023: $338,138 At 09/30/2023: $299,586 UNIVEST FINANCIAL Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from UNIVEST FINANCIAL Corp 13F filings. Link to 13F filings: SEC filings |