UF

UNIVEST FINANCIAL Corp

13F
UNIVEST FINANCIAL Corp
Last update 2024-08-06 132 Stocks (4 new)
Value $356.00 Mil Turnover 4 %
Countries:
Top Holdings: VXUS(13.92%)VOO(6.52%)AAPL(4.55%)MSFT(4.18%)GOOGL(3.00%)
Portfolio Report
Summary Stock Picks Current Portfolio
UNIVEST FINANCIAL Corp Top Holdings of 2024-06-30 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
821,917
49561.570
+4.14%
13.920
+0.55%
-
+6.56%
+7.02%
74592.403
 
VOO 		Vanguard S&P 500 ETF
46,449
23230.540
-14.84%
6.520
-1.11%
-
+13.20%
+24.38%
505818.902
 
AAPL 		Apple Inc
76,878
16192.050
+1.41%
4.550
+0.06%
0.000
+7.59%
+16.11%
3366293.782
Hardware
MSFT 		Microsoft Corp
33,288
14878.070
-2.57%
4.180
-0.11%
0.000
+5.34%
+12.35%
3123988.204
Software
GOOGL 		Alphabet Inc
58,657
10684.370
-1.87%
3.000
-0.05%
0.000
+11.66%
+26.67%
2170730.790
Interactive Media
AMZN 		Amazon.com Inc
51,912
10031.990
-1.12%
2.820
-0.03%
0.000
+27.89%
+36.30%
2177658.780
Retail - Cyclical
SPAB 		SPDR Portfolio Aggregate Bond ETF
381,860
9580.870
+4.88%
2.690
+0.13%
-
-2.14%
-1.79%
8206.169
 
META 		Meta Platforms Inc
18,988
9574.130
-2.36%
2.690
-0.06%
0.000
+15.89%
+62.10%
1444108.420
Interactive Media
UVSP 		Univest Financial Corp
404,209
9228.090
-0.32%
2.590
-0.01%
1.390
+27.54%
+51.52%
935.473
Banks
XLE 		The Energy Select Sector SPDR Fund
95,877
8739.190
-0.60%
2.450
-0.02%
-
+7.56%
+11.59%
37025.044
 

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
AVGO 		Broadcom Inc2024-06-30Add
+1.36%
●
120.47 ($140.14) 182.89
$179.55
28.12%
Add 397.09%
37,630
3,006
MKSI 		MKS Instruments Inc2024-06-30Reduce
-1.14%
●
108.17 ($126.2) 137.16
$103.28
-18.16%
Reduce -93.02%
2,269
-30,261
VOO 		Vanguard S&P 500 ETF2024-06-30Reduce
-1.11%
●
455.1 ($481.2) 504.28
$543.30
12.91%
Reduce -14.84%
46,449
-8,095
VXUS 		Vanguard Total International Stock2024-06-30Add
+0.55%
●
57.86 ($60.38) 62.21
$62.03
2.73%
Add 4.14%
821,917
32,651
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+0.32%
●
245.23 ($258.82) 269.4
$293.28
13.31%
Add 538.13%
5,105
4,305
AMAT 		Applied Materials Inc2024-06-30Reduce
-0.15%
●
189.46 ($214.68) 247.83
$187.52
-12.65%
Reduce -7.64%
30,875
-2,554
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-06-30Add
+0.13%
●
24.54 ($24.92) 25.28
$25.18
1.04%
Add 4.88%
381,860
17,779
EXLS 		ExlService Holdings Inc2024-06-30New Buy
+0.11%
●
29 ($30.02) 31.36
$45.14
50.37%
New holding
12,730
12,730
MSFT 		Microsoft Corp2024-06-30Reduce
-0.11%
●
389.33 ($422.32) 452.85
$420.18
-0.51%
Reduce -2.57%
33,288
-878
IT 		Gartner Inc2024-06-30New Buy
+0.10%
●
412.59 ($444.91) 477.44
$536.90
20.68%
New holding
780
780

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 2024-06-30

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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