Univest Financial Corp Reduced Holdings in Q1 2025

Univest Financial Corp

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.77K
- 0.44%
$209.68 - $247.1 $371K - $437K
398K $88.4M
CRM
Salesforce, Inc.

Technology
-24.2K
- 31.67%
$268.36 - $359.95 $6.48M - $8.7M
52.1K $14M
HON
Honeywell International Inc

Industrials
-44.6K
- 77.91%
$202.75 - $226.52 $9.04M - $10.1M
12.6K $2.68M
AVGO
Broadcom Inc.

Technology
-2.23K
- 1.46%
$167.43 - $244.7 $373K - $545K
151K $25.3M
XLP
Consumer Staples Sector Spdr

ETFs
-115K
- 80.25%
N/A
28.2K $2.14M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-333K
- 42.19%
$25.54 - $27.64 $8.49M - $9.19M
456K $12.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-240K
- 10.88%
$58.01 - $64.46 $13.9M - $15.4M
1.96M $122M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-84.3K
- 74.29%
$80.73 - $94.96 $6.8M - $8M
29.2K $2.42M
XLV
Select Sector Spdr Fund Health

ETFs
-50.5K
- 58.92%
$137.61 - $149.68 $6.95M - $7.56M
35.2K $5.14M
ROP
Roper Technologies Inc

Industrials
-14.9K
- 48.85%
$502.71 - $593.81 $7.47M - $8.82M
15.5K $9.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.44K
- 21.22%
$497.6 - $606.74 $4.2M - $5.12M
31.3K $15.6M
AMAT
Applied Materials Inc

Technology
-13.5K
- 13.38%
$145.06 - $195.51 $1.96M - $2.64M
87.3K $12.7M
NOW
Service Now, Inc.

Technology
-1.86K
- 29.87%
$783.83 - $1170.39 $1.45M - $2.17M
4.36K $3.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-42.7K
- 63.71%
$71.17 - $73.66 $3.04M - $3.14M
24.3K $1.79M
AXP
American Express CO

Financial Services
-5.22K
- 10.95%
$255.39 - $325.87 $1.33M - $1.7M
42.4K $11.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-47.3K
- 42.78%
$49.25 - $50.66 $2.33M - $2.4M
63.3K $3.14M
CRL
Charles River Laboratories International, Inc.

Healthcare
-6.33K
- 15.59%
$150.52 - $190.14 $952K - $1.2M
34.2K $5.15M
FDX
Fedex Corp

Industrials
-3.73K
- 10.04%
$230.33 - $281.53 $860K - $1.05M
33.4K $8.15M
VNQ
Vanguard Specialized Funds Van

ETFs
-25.7K
- 73.83%
$85.55 - $94.34 $2.2M - $2.42M
9.1K $823K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-63.5K
- 8.51%
$44.72 - $46.25 $2.84M - $2.94M
683K $31.5M
IEFA
Ishares Tr

ETFs
-35.5K
- 31.94%
$69.57 - $78.65 $2.47M - $2.79M
75.6K $5.72M
COST
Costco Wholesale Corp

Consumer Defensive
-2.77K
- 13.17%
$890.62 - $1076.86 $2.46M - $2.98M
18.2K $17.2M
META
Meta Platforms, Inc.

Communication Services
-1.89K
- 2.96%
$576.36 - $736.67 $1.09M - $1.39M
62.1K $35.8M
ZTS
Zoetis Inc.

Healthcare
-12.4K
- 16.65%
$156.48 - $175.67 $1.94M - $2.18M
62.1K $10.2M
XLY
Select Sector Spdr Consumer Di

ETFs
-7.63K
- 63.53%
$192.6 - $233.2 $1.47M - $1.78M
4.38K $864K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-30.3K
- 81.74%
$59.28 - $66.1 $1.8M - $2M
6.77K $430K
A
Agilent Technologies, Inc.

Healthcare
-11.7K
- 59.62%
$116.69 - $152.6 $1.36M - $1.78M
7.91K $925K
FTNT
Fortinet, Inc.

Technology
-18.6K
- 25.31%
$92.49 - $114.57 $1.72M - $2.13M
54.8K $5.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-942
- 2.11%
$507.05 - $563.67 $478K - $531K
43.8K $22.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.85K
- 40.1%
$102.49 - $119.96 $1.01M - $1.18M
14.7K $1.54M
XLK
Technology Sector Spdr

ETFs
-3.69K
- 20.05%
$206.38 - $242.18 $762K - $894K
14.7K $3.04M
IT
Gartner Inc

Technology
-1.75K
- 26.75%
$418.25 - $548.38 $732K - $960K
4.8K $2.01M
RMD
Resmed Inc

Healthcare
-4.6K
- 29.01%
$219.7 - $257.65 $1.01M - $1.18M
11.2K $2.52M
TSLA
Tesla, Inc.

Consumer Cyclical
-40
- 0.57%
$222.15 - $428.22 $8.89K - $17.1K
6.96K $1.8M
UVSP
Univest Financial Corp

Financial Services
-11.2K
- 2.11%
$27.52 - $31.63 $310K - $356K
521K $14.8M
ADSK
Autodesk, Inc.

Technology
-3.7K
- 29.05%
N/A
9.02K $2.22M
FLO
Flowers Foods Inc

Consumer Defensive
-41.7K
- 78.32%
$18.05 - $20.78 $752K - $866K
11.5K $219K
ISRG
Intuitive Surgical Inc

Healthcare
-1.21K
- 12.81%
$476.63 - $610.45 $575K - $736K
8.21K $4.07M
MET
Metlife Inc

Financial Services
-9.77K
- 24.85%
$77.7 - $87.0 $759K - $850K
29.5K $2.37M
VEA
Vanguard Ftse Developed Market

ETFs
-18K
- 40.42%
$47.4 - $52.99 $853K - $954K
26.5K $1.35M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-17.4K
- 26.85%
$48.3 - $52.85 $839K - $918K
47.3K $2.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.47K
- 13.77%
$57.21 - $65.8 $427K - $492K
46.8K $2.73M
CSCO
Cisco Systems, Inc.

Technology
-10.8K
- 19.22%
$58.74 - $64.87 $635K - $701K
45.4K $2.8M
LMT
Lockheed Martin Corp

Industrials
-233
- 2.23%
$423.19 - $506.29 $98.6K - $118K
10.2K $4.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.23K
- 33.65%
$82.81 - $92.93 $433K - $486K
10.3K $877K
VEEV
Veeva Systems Inc

Healthcare
-4.31K
- 17.48%
$210.58 - $246.8 $908K - $1.06M
20.4K $4.72M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.77K
- 6.59%
$48.65 - $66.04 $85.9K - $117K
25K $1.33M
WMT
Walmart Inc.

Consumer Defensive
-3.68K
- 7.05%
$84.5 - $105.05 $311K - $386K
48.5K $4.26M
LNTH
Lantheus Holdings, Inc.

Healthcare
-7.16K
- 22.34%
$78.23 - $110.01 $560K - $788K
24.9K $2.43M
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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