Univest Financial Corp Incresed Positions in Q4 2024

Univest Financial Corp

  • $1.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
380K
+ 31.74%
$66.77 - $71.52 $25.4M - $27.2M
1.58M $109M
XLV
Select Sector Spdr Fund Health

ETFs
79.7K
+ 1318.11%
$136.28 - $154.74 $10.9M - $12.3M
85.7K $11.8M
AVGO
Broadcom Inc.

Technology
7.71K
+ 5.3%
$159.67 - $250.0 $1.23M - $1.93M
153K $35.5M
NVDA
Nvidia Corp

Technology
72.2K
+ 156.99%
$117.0 - $148.88 $8.44M - $10.7M
118K $15.9M
XLP
Consumer Staples Sector Spdr

ETFs
129K
+ 910.77%
N/A
143K $10.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
229K
+ 44.31%
$45.07 - $47.1 $10.3M - $10.8M
747K $33.8M
IEFA
Ishares Tr

ETFs
103K
+ 1243.35%
$70.06 - $77.43 $7.2M - $7.96M
111K $7.8M
GOOGL
Alphabet Inc.

Communication Services
515
+ 0.23%
$161.86 - $196.66 $83.4K - $101K
229K $43.4M
VNQ
Vanguard Specialized Funds Van

ETFs
30.8K
+ 781.19%
$87.85 - $98.6 $2.71M - $3.04M
34.8K $3.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
50.9K
+ 85.1%
$49.79 - $51.14 $2.53M - $2.6M
111K $5.54M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
49.7K
+ 28.88%
$44.33 - $49.55 $2.2M - $2.46M
222K $9.97M
LHX
L3 Harris Technologies, Inc.

Industrials
13.8K
+ 48.68%
$208.94 - $264.22 $2.87M - $3.63M
42K $8.84M
SPTL
Spdr Portfolio Long Term Treas

ETFs
141K
+ 21.72%
$26.05 - $29.17 $3.66M - $4.1M
788K $20.6M
MSFT
Microsoft Corp

Technology
7.37K
+ 4.83%
$406.35 - $454.46 $3M - $3.35M
160K $67.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5.91K
+ 275.59%
$278.19 - $315.36 $1.64M - $1.86M
8.05K $2.32M
XLY
Select Sector Spdr Consumer Di

ETFs
6.3K
+ 110.56%
$194.8 - $239.43 $1.23M - $1.51M
12K $2.69M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
72.2K
+ 1158.18%
$22.63 - $47.53 $1.63M - $3.43M
78.5K $1.78M
VEA
Vanguard Ftse Developed Market

ETFs
31.7K
+ 247.1%
$47.57 - $52.44 $1.51M - $1.66M
44.5K $2.13M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
24.8K
+ 202.12%
$60.13 - $67.31 $1.49M - $1.67M
37.1K $2.25M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
25.9K
+ 282.04%
$49.87 - $52.46 $1.29M - $1.36M
35K $1.75M
FTNT
Fortinet, Inc.

Technology
159
+ 0.22%
$76.49 - $99.21 $12.2K - $15.8K
73.3K $6.93M
NOW
Service Now, Inc.

Technology
82
+ 1.34%
$867.18 - $1148.42 $71.1K - $94.2K
6.21K $6.58M
EXLS
Exl Service Holdings, Inc.

Technology
14.3K
+ 19.51%
$38.1 - $47.02 $546K - $674K
87.8K $3.9M
IEMG
Ishares Inc

ETFs
19.3K
+ 149.65%
N/A
32.2K $1.73M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
14.4K
+ 14.58%
$89.9 - $100.66 $1.3M - $1.45M
113K $10.2M
SPYG
Spdr Portfolio

ETFs
7K
+ 12.2%
$81.74 - $91.38 $572K - $640K
64.4K $5.66M
MUB
Ishares National Muni Bond ETF

ETFs
10.1K
+ 10.53%
$105.78 - $108.7 $1.07M - $1.1M
106K $11.3M
BX
Blackstone Inc.

Financial Services
1.26K
+ 4.29%
$148.45 - $199.05 $187K - $250K
30.5K $5.26M
VEEV
Veeva Systems Inc

Healthcare
3.6K
+ 17.05%
$201.81 - $250.45 $726K - $900K
24.7K $5.19M
UVSP
Univest Financial Corp

Financial Services
380
+ 0.07%
$26.85 - $32.21 $10.2K - $12.2K
532K $15.7M
PH
Parker Hannifin Corp

Industrials
1.1K
+ 27.39%
$621.74 - $709.46 $681K - $777K
5.09K $3.24M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.8K
+ 46.91%
$34.13 - $37.35 $880K - $963K
80.7K $2.76M
EQIX
Equinix Inc

Real Estate
466
+ 10.56%
$865.69 - $985.0 $403K - $459K
4.88K $4.6M
VB
Vanguard Small Cap ETF

ETFs
2.73K
+ 149.18%
$233.76 - $261.58 $637K - $713K
4.56K $1.09M
TJX
Tjx Companies Inc

Consumer Cyclical
2.89K
+ 3.15%
$112.15 - $127.2 $324K - $367K
94.4K $11.4M
IT
Gartner Inc

Technology
1.51K
+ 29.85%
$481.22 - $551.8 $724K - $830K
6.55K $3.17M
GOOG
Alphabet Inc.

Communication Services
674
+ 3.33%
$163.08 - $198.16 $110K - $134K
20.9K $3.99M
ISRG
Intuitive Surgical Inc

Healthcare
469
+ 5.24%
$471.27 - $550.62 $221K - $258K
9.42K $4.91M
HYG
Ishares Tr

ETFs
5.98K
+ 94.83%
$78.09 - $80.04 $467K - $479K
12.3K $966K
INTU
Intuit Inc

Technology
623
+ 27.49%
$602.01 - $706.25 $375K - $440K
2.89K $1.82M
VTV
Vanguard Value ETF

ETFs
3.42K
+ 10.52%
$168.32 - $181.87 $575K - $621K
35.9K $6.08M
MNST
Monster Beverage Corp

Consumer Defensive
6.52K
+ 10.38%
$49.24 - $56.38 $321K - $368K
69.3K $3.64M
XLC
Select Sector Spdr Tr Communic

ETFs
2.57K
+ 24.51%
$89.66 - $102.16 $231K - $263K
13.1K $1.26M
BNDX
Vanguard Total International B

ETFs
7K
+ 15.6%
$48.91 - $50.61 $343K - $354K
51.9K $2.54M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.66K
+ 13.65%
$94.77 - $97.36 $347K - $357K
30.5K $2.91M
XLU
Utilities Sector Spdr

ETFs
3.83K
+ 101.38%
$74.89 - $82.93 $287K - $317K
7.6K $575K
VUG
Vanguard Growth ETF

ETFs
225
+ 3.37%
$378.79 - $428.11 $85.2K - $96.3K
6.91K $2.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.9K
+ 70.97%
$124.26 - $134.12 $236K - $255K
4.58K $589K
CEG
Constellation Energy Corp

Utilities
1.34K
+ 83.24%
$224.28 - $285.52 $301K - $383K
2.95K $663K
Activity Summary
Buys All Purchases 127 New Holdings 16 Increased Positions 111 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Univest Financial Corp Portfolio

Follow Univest Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Univest Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Univest Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email