Univest Financial Corp New Holdings in Q3 2024

Univest Financial Corp

  • $1.51 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.2M
New
$60.84 - $67.51 $72.8M - $80.8M
1.2M $80.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
518K
New
$44.83 - $47.42 $23.2M - $24.5M
518K $24.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
648K
New
$26.69 - $29.87 $17.3M - $19.3M
648K $18.8M
MUB
Ishares National Muni Bond ETF

ETFs
96K
New
$106.13 - $108.7 $10.2M - $10.4M
96K $10.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
99K
New
$85.03 - $94.56 $8.42M - $9.36M
99K $9.22M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
172K
New
$41.02 - $46.01 $7.06M - $7.92M
172K $7.84M
LHX
L3 Harris Technologies, Inc.

Industrials
28.3K
New
$221.96 - $243.27 $6.27M - $6.87M
28.3K $6.72M
VTV
Vanguard Value ETF

ETFs
32.5K
New
$159.75 - $174.57 $5.19M - $5.67M
32.5K $5.67M
SPYG
Spdr Portfolio

ETFs
57.4K
New
$73.38 - $84.1 $4.21M - $4.83M
57.4K $4.76M
EQIX
Equinix Inc

Real Estate
4.41K
New
$749.0 - $890.01 $3.31M - $3.93M
4.41K $3.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
59.8K
New
$49.93 - $51.15 $2.98M - $3.06M
59.8K $3.05M
JNK
Spdr Bloomberg High Yield Bond

ETFs
26.8K
New
$93.65 - $97.81 $2.51M - $2.62M
26.8K $2.62M
VUG
Vanguard Growth ETF

ETFs
6.68K
New
$341.08 - $391.94 $2.28M - $2.62M
6.68K $2.56M
PH
Parker Hannifin Corp

Industrials
4K
New
$501.01 - $635.92 $2M - $2.54M
4K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.38K
New
$405.19 - $478.57 $2.18M - $2.57M
5.38K $2.48M
APTV
Aptiv PLC

Consumer Cyclical
31.3K
New
$65.39 - $74.24 $2.05M - $2.32M
31.3K $2.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
9.3K
New
$210.25 - $231.86 $1.96M - $2.16M
9.3K $2.08M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
55K
New
$33.74 - $37.96 $1.85M - $2.09M
55K $2.06M
VOE
Vanguard Mid Cap Value Index F

ETFs
12.2K
New
$149.02 - $167.67 $1.81M - $2.04M
12.2K $2.04M
MA
Mastercard Inc

Financial Services
4.06K
New
$429.6 - $500.99 $1.74M - $2.03M
4.06K $2M
BMY
Bristol Myers Squibb CO

Healthcare
38.5K
New
$39.66 - $51.75 $1.53M - $1.99M
38.5K $1.99M
MBB
Ishares Tr

ETFs
20K
New
$90.85 - $96.66 $1.82M - $1.93M
20K $1.92M
TSLA
Tesla, Inc.

Consumer Cyclical
7.12K
New
$191.76 - $263.26 $1.36M - $1.87M
7.12K $1.86M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
19.4K
New
$81.1 - $89.18 $1.57M - $1.73M
19.4K $1.7M
ADI
Analog Devices Inc

Technology
7.33K
New
$200.56 - $243.33 $1.47M - $1.78M
7.33K $1.69M
IWR
Ishares Russell Mid Cap ETF

ETFs
18.9K
New
$79.92 - $88.19 $1.51M - $1.66M
18.9K $1.66M
ABBV
Abb Vie Inc.

Healthcare
8.23K
New
$163.84 - $199.33 $1.35M - $1.64M
8.23K $1.62M
EFV
Msci Eafe Value ETF

ETFs
27.9K
New
$51.72 - $57.96 $1.45M - $1.62M
27.9K $1.61M
CINF
Cincinnati Financial Corp

Financial Services
11.6K
New
$115.7 - $138.2 $1.34M - $1.6M
11.6K $1.57M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44.1K
New
$31.05 - $34.29 $1.37M - $1.51M
44.1K $1.51M
INTU
Intuit Inc

Technology
2.27K
New
$602.97 - $670.49 $1.37M - $1.52M
2.27K $1.41M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.9K
New
$77.23 - $87.97 $1.23M - $1.4M
15.9K $1.38M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$610460.0 - $715910.0 $1.22M - $1.43M
2 $1.38M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
12K
New
$104.47 - $116.17 $1.25M - $1.39M
12K $1.29M
INGR
Ingredion Inc

Consumer Defensive
9.25K
New
$111.98 - $137.59 $1.04M - $1.27M
9.25K $1.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.58K
New
$434.77 - $502.96 $1.12M - $1.3M
2.58K $1.26M
IDXX
Idexx Laboratories Inc

Healthcare
2.45K
New
$455.08 - $517.19 $1.11M - $1.27M
2.45K $1.24M
FAST
Fastenal CO

Industrials
17K
New
$62.09 - $71.83 $1.06M - $1.22M
17K $1.22M
XLY
Select Sector Spdr Consumer Di

ETFs
5.7K
New
$170.05 - $200.86 $969K - $1.15M
5.7K $1.14M
LOW
Lowes Companies Inc

Consumer Cyclical
4.14K
New
$213.3 - $270.78 $884K - $1.12M
4.14K $1.12M
ETR
Entergy Corp

Utilities
8.51K
New
$104.75 - $131.61 $891K - $1.12M
8.51K $1.12M
SNA
Snap On Inc

Industrials
3.79K
New
$255.35 - $289.77 $966K - $1.1M
3.79K $1.1M
VRSK
Verisk Analytics, Inc.

Industrials
4.04K
New
$260.31 - $285.99 $1.05M - $1.15M
4.04K $1.08M
XLP
Consumer Staples Sector Spdr

ETFs
14.1K
New
$76.04 - $76.04 $1.07M - $1.07M
14.1K $1.07M
SBUX
Starbucks Corp

Consumer Cyclical
10K
New
$72.51 - $98.6 $725K - $986K
10K $975K
VBR
Vanguard Small Cap Value ETF

ETFs
4.8K
New
$179.99 - $201.6 $863K - $967K
4.8K $962K
XLC
Select Sector Spdr Tr Communic

ETFs
10.5K
New
$82.16 - $90.4 $862K - $948K
10.5K $948K
XLV
Select Sector Spdr Fund Health

ETFs
6.05K
New
$143.3 - $157.24 $866K - $951K
6.05K $931K
GLW
Corning Inc

Technology
19.8K
New
$37.76 - $46.2 $749K - $917K
19.8K $895K
Activity Summary
Buys All Purchases 267 New Holdings 151 Increased Positions 116 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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