Univest Financial Corp Incresed Positions in Q1 2025

Univest Financial Corp

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
722K
+ 32.52%
$24.73 - $25.62 $17.8M - $18.5M
2.94M $75.1M
NVDA
Nvidia Corp

Technology
155K
+ 131.44%
$106.98 - $149.43 $16.6M - $23.2M
273K $29.6M
LLY
Eli Lilly & CO

Healthcare
14.8K
+ 468.74%
$725.72 - $929.72 $10.7M - $13.7M
17.9K $14.8M
PM
Philip Morris International Inc.

Consumer Defensive
64.8K
+ 1481.13%
$117.15 - $158.79 $7.59M - $10.3M
69.2K $11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
208K
+ 13.16%
$64.88 - $72.1 $13.5M - $15M
1.78M $117M
BAC
Bank Of America Corp

Financial Services
169K
+ 1317.69%
$39.61 - $47.74 $6.7M - $8.08M
182K $7.6M
URI
United Rentals, Inc.

Industrials
9.41K
+ 173.37%
$594.17 - $789.56 $5.59M - $7.43M
14.8K $9.3M
ADBE
Adobe Inc.

Technology
12.2K
+ 154.91%
$377.84 - $464.11 $4.62M - $5.67M
20.1K $7.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
42.3K
+ 32.71%
$56.12 - $68.15 $2.37M - $2.88M
172K $11.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10.1K
+ 95.39%
$314.47 - $431.35 $3.17M - $4.35M
20.7K $7.58M
IDXX
Idexx Laboratories Inc

Healthcare
6.19K
+ 266.59%
$406.29 - $469.04 $2.52M - $2.9M
8.52K $3.58M
MUB
Ishares National Muni Bond ETF

ETFs
23.7K
+ 22.35%
$104.71 - $107.69 $2.49M - $2.56M
130K $13.7M
XLE
Energy Sector Spdr

ETFs
2.38K
+ 0.87%
$85.7 - $93.96 $204K - $223K
276K $25.7M
NEE
Nextera Energy Inc

Utilities
32.2K
+ 10.26%
$66.96 - $76.16 $2.16M - $2.45M
346K $24.6M
MA
Mastercard Inc

Financial Services
3.45K
+ 86.65%
$504.67 - $576.31 $1.74M - $1.99M
7.44K $4.08M
NFLX
Netflix Inc

Communication Services
2.1K
+ 548.3%
$828.4 - $1058.6 $1.74M - $2.22M
2.48K $2.32M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4.22K
+ 29.69%
$634.14 - $744.83 $2.67M - $3.14M
18.4K $11.7M
UNH
Unitedhealth Group Inc

Healthcare
1.16K
+ 3.65%
$461.52 - $548.18 $534K - $634K
32.9K $17.2M
UNP
Union Pacific Corp

Industrials
4.38K
+ 43.98%
$225.21 - $254.42 $986K - $1.11M
14.3K $3.39M
VTV
Vanguard Value ETF

ETFs
5.24K
+ 14.61%
$167.73 - $179.21 $879K - $939K
41.1K $7.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
925
+ 2.52%
$142.8 - $176.36 $132K - $163K
37.7K $6.5M
MNST
Monster Beverage Corp

Consumer Defensive
5.51K
+ 7.94%
$46.16 - $58.58 $254K - $323K
74.9K $4.38M
XOM
Exxon Mobil Corp

Energy
2.96K
+ 9.16%
$105.44 - $118.93 $312K - $352K
35.3K $4.2M
TDG
Trans Digm Group Inc

Industrials
112
+ 2.97%
$1251.32 - $1394.11 $140K - $156K
3.88K $5.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
252
+ 4.68%
$442.66 - $534.52 $112K - $135K
5.63K $3M
CTAS
Cintas Corp

Industrials
2.5K
+ 183.82%
$182.09 - $208.14 $455K - $520K
3.86K $793K
ECL
Ecolab Inc.

Basic Materials
347
+ 1.71%
$229.72 - $269.82 $79.7K - $93.6K
20.7K $5.24M
CVX
Chevron Corp

Energy
499
+ 3.0%
$146.71 - $167.97 $73.2K - $83.8K
17.2K $2.87M
SPGI
S&P Global Inc.

Financial Services
226
+ 0.67%
$478.26 - $543.77 $108K - $123K
34K $17.3M
PG
Procter & Gamble CO

Consumer Defensive
2.12K
+ 8.79%
$158.56 - $176.26 $336K - $373K
26.2K $4.46M
DAR
Darling Ingredients Inc.

Consumer Defensive
16.1K
+ 42.91%
$28.51 - $41.85 $459K - $673K
53.6K $1.67M
MBB
Ishares Tr

ETFs
3.72K
+ 16.9%
$90.37 - $94.08 $337K - $350K
25.8K $2.42M
SHW
Sherwin Williams CO

Basic Materials
208
+ 0.61%
$330.16 - $365.55 $68.7K - $76K
34.5K $12.1M
GLW
Corning Inc

Technology
9.09K
+ 49.41%
$44.91 - $54.25 $408K - $493K
27.5K $1.26M
MCD
Mcdonalds Corp

Consumer Cyclical
319
+ 2.58%
$279.74 - $321.29 $89.2K - $102K
12.7K $3.96M
WSO
Watsco Inc

Industrials
406
+ 8.24%
$463.86 - $530.75 $188K - $215K
5.33K $2.71M
ORCL
Oracle Corp

Technology
3.42K
+ 85.47%
$139.81 - $186.47 $478K - $637K
7.42K $1.04M
PLD
Prologis, Inc.

Real Estate
2.72K
+ 28.37%
$103.59 - $124.04 $281K - $337K
12.3K $1.37M
VZ
Verizon Communications Inc

Communication Services
1.77K
+ 4.55%
$37.81 - $46.49 $66.9K - $82.2K
40.6K $1.84M
T
At&T Inc.

Communication Services
5.47K
+ 45.9%
$21.56 - $28.28 $118K - $155K
17.4K $491K
IBM
International Business Machines Corp

Technology
633
+ 33.19%
$217.4 - $264.74 $138K - $168K
2.54K $631K
INTU
Intuit Inc

Technology
407
+ 14.09%
$555.63 - $630.23 $226K - $257K
3.3K $2.02M
EFV
Msci Eafe Value ETF

ETFs
22
+ 0.08%
$51.88 - $60.73 $1.14K - $1.34K
26.3K $1.55M
BMY
Bristol Myers Squibb CO

Healthcare
111
+ 0.32%
$53.9 - $63.11 $5.98K - $7.01K
35.3K $2.15M
PH
Parker Hannifin Corp

Industrials
493
+ 9.68%
$591.65 - $707.05 $292K - $349K
5.59K $3.4M
KO
Coca Cola CO

Consumer Defensive
446
+ 3.48%
$60.81 - $72.32 $27.1K - $32.3K
13.3K $949K
SPMD
Spdr Portfolio

ETFs
3.93K
+ 20.13%
$50.21 - $57.73 $197K - $227K
23.4K $1.2M
INGR
Ingredion Inc

Consumer Defensive
1.07K
+ 11.06%
$125.6 - $137.36 $134K - $147K
10.7K $1.45M
RTX
Raytheon Technologies Corp

Industrials
348
+ 7.7%
$114.1 - $135.66 $39.7K - $47.2K
4.87K $644K
Activity Summary
Buys All Purchases 118 New Holdings 19 Increased Positions 99 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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