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
PEP
Pepsico Inc

Consumer Defensive
1.17K
+ 4.26%
$142.64 - $156.42 $167K - $184K
28.7K $4.31M
VTI
Vanguard Total Stock Market Et

ETFs
1.93K
+ 6.91%
$271.18 - $303.12 $523K - $585K
29.9K $8.21M
AVY
Avery Dennison Corp

Industrials
780
+ 22.43%
$174.58 - $195.91 $136K - $153K
4.26K $757K
GE
General Electric CO

Industrials
75
+ 2.74%
$168.59 - $212.13 $12.6K - $15.9K
2.81K $562K
IVV
Ishares Core S&P 500 ETF

ETFs
442
+ 7.48%
$554.06 - $615.85 $245K - $272K
6.35K $3.57M
SBUX
Starbucks Corp

Consumer Cyclical
407
+ 7.09%
$91.75 - $115.81 $37.3K - $47.1K
6.15K $602K
SO
Southern CO

Utilities
411
+ 9.47%
$80.96 - $92.96 $33.3K - $38.2K
4.75K $436K
QCOM
Qualcomm Inc

Technology
471
+ 32.28%
$151.94 - $175.86 $71.6K - $82.8K
1.93K $296K
FISV
Fiserv Inc

Technology
400
+ 36.4%
N/A
1.5K $187K
CB
Chubb LTD

Financial Services
43
+ 3.06%
$257.71 - $301.99 $11.1K - $13K
1.45K $437K
CMCSA
Comcast Corp

Communication Services
1.81K
+ 3.64%
$33.19 - $38.23 $60.1K - $69.2K
51.6K $1.9M
GOOG
Alphabet Inc.

Communication Services
4.78K
+ 22.84%
$156.06 - $207.71 $747K - $994K
25.7K $4.02M
PSX
Phillips 66

Energy
4
+ 0.12%
$113.93 - $131.55 $456 - $526
3.21K $395K
VGSH
Vanguard

ETFs
415
+ 4.58%
$58.07 - $58.69 $24.1K - $24.4K
9.47K $555K
VLO
Valero Energy Corp

Energy
100
+ 6.11%
$121.76 - $142.99 $12.2K - $14.3K
1.74K $229K
SNPS
Synopsys Inc

Technology
820
+ 14.36%
$428.58 - $551.54 $351K - $452K
6.53K $2.8M
DGRO
Ishares Core Dividend Growth E

ETFs
215
+ 1.98%
$60.46 - $64.42 $13K - $13.9K
11.1K $683K
ADP
Automatic Data Processing Inc

Industrials
20
+ 2.37%
$286.85 - $318.64 $5.74K - $6.37K
865 $264K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
201
+ 1.92%
$27.01 - $28.54 $5.43K - $5.74K
10.6K $297K
NUE
Nucor Corp

Basic Materials
37
+ 1.83%
$114.48 - $142.52 $4.24K - $5.27K
2.06K $247K
VCIT
Vanguard Intermediate Term Cor

ETFs
3
+ 0.1%
$79.17 - $82.04 $238 - $246
2.92K $238K
Te Connectivity PLC
1.5K
+ 1.97%
N/A
77.6K $0
Aptiv PLC
16.1K
+ 60.46%
N/A
42.8K $0
CRH.L
Crh PLC

Basic Materials
1.48K
+ 13.47%
N/A
12.5K $0
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.06%
N/A
3.52K $641K
ADI
Analog Devices Inc

Technology
388
+ 5.18%
$201.56 - $243.82 $78.2K - $94.6K
7.88K $1.59M
RPM
Rpm International Inc

Basic Materials
100
+ 5.49%
$114.03 - $128.31 $11.4K - $12.8K
1.92K $222K
LOW
Lowes Companies Inc

Consumer Cyclical
206
+ 5.07%
$222.66 - $268.42 $45.9K - $55.3K
4.27K $995K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.16%
$251.87 - $277.95 $756 - $834
1.84K $474K
QUAL
Ishares Msci Usa Quality Facto

ETFs
19
+ 0.91%
$168.16 - $186.21 $3.2K - $3.54K
2.1K $358K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.03%
$21.75 - $24.28 $65.3 - $72.8
9.62K $212K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.12%
$237.72 - $276.98 $475 - $554
1.66K $405K
LNKB
Linkbancorp, Inc.

Financial Services
358
+ 1.08%
$6.69 - $7.63 $2.4K - $2.73K
33.4K $226K
MS
Morgan Stanley

Financial Services
2
+ 0.08%
$111.68 - $141.08 $223 - $282
2.47K $288K
CEG
Constellation Energy Corp

Utilities
196
+ 6.64%
$201.63 - $347.44 $39.5K - $68.1K
3.15K $634K
IVW
Ishares S&P 500 Growth ETF

ETFs
16
+ 0.42%
$92.45 - $106.69 $1.48K - $1.71K
3.81K $353K
MAR
Marriott International Inc

Consumer Cyclical
25
+ 1.92%
$237.01 - $304.45 $5.93K - $7.61K
1.33K $316K
POOL
Pool Corp

Industrials
1.8K
+ 6.37%
$314.92 - $364.31 $568K - $657K
30.1K $9.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$360.07 - $417.26 $360 - $417
1.95K $703K
IYW
Ishares Dj Us Tech ETF

ETFs
4
+ 0.08%
$140.44 - $166.79 $562 - $667
5.25K $737K
BX
Blackstone Inc.

Financial Services
4.96K
+ 16.25%
$136.53 - $186.74 $677K - $927K
35.5K $4.96M
HD
Home Depot, Inc.

Consumer Cyclical
311
+ 1.6%
$347.25 - $424.87 $108K - $132K
19.8K $7.24M
MRK
Merck & Co., Inc.

Healthcare
401
+ 0.87%
$83.01 - $101.02 $33.3K - $40.5K
46.5K $4.17M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.1K
+ 5.44%
$40.03 - $46.81 $483K - $565K
234K $9.54M
EQIX
Equinix Inc

Real Estate
189
+ 3.87%
$803.0 - $959.97 $152K - $181K
5.07K $4.13M
AMZN
Amazon Com Inc

Consumer Cyclical
12.5K
+ 6.5%
$190.26 - $242.06 $2.39M - $3.04M
206K $39.1M
GOOGL
Alphabet Inc.

Communication Services
20.2K
+ 8.82%
$154.33 - $206.19 $3.12M - $4.17M
249K $38.6M
MSFT
Microsoft Corp

Technology
6.37K
+ 3.98%
$375.39 - $447.2 $2.39M - $2.85M
166K $62.5M
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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