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
HYG
Ishares Tr

ETFs
-5.55K
- 45.17%
$78.51 - $80.11 $436K - $445K
6.74K $531K
ABT
Abbott Laboratories

Healthcare
-7.15K
- 25.03%
$111.1 - $140.22 $795K - $1M
21.4K $2.84M
DIS
Walt Disney CO

Communication Services
-2.42K
- 22.79%
$96.87 - $114.0 $234K - $275K
8.18K $807K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-443
- 5.5%
$254.58 - $302.92 $113K - $134K
7.61K $1.94M
NKE
Nike, Inc.

Consumer Cyclical
-4.21K
- 53.31%
$63.29 - $81.72 $266K - $344K
3.68K $233K
SPY
Spdr S&P 500 ETF Trust

ETFs
-350
- 6.35%
$551.42 - $612.93 $193K - $215K
5.16K $2.89M
IEMG
Ishares Inc

ETFs
-6.27K
- 19.45%
N/A
26K $1.39M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.88K
- 8.63%
$77.91 - $92.26 $147K - $174K
19.9K $1.58M
BNDX
Vanguard Total International B

ETFs
-6.07K
- 11.71%
$48.33 - $49.5 $294K - $301K
45.8K $2.24M
XLC
Select Sector Spdr Tr Communic

ETFs
-3.05K
- 23.38%
$94.84 - $105.31 $290K - $322K
10K $965K
SNA
Snap On Inc

Industrials
-625
- 16.3%
$324.09 - $358.62 $203K - $224K
3.21K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.24K
- 9.44%
$156.61 - $168.02 $194K - $208K
11.9K $1.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.93K
- 31.26%
$37.07 - $40.63 $220K - $241K
13K $513K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-228
- 9.09%
$468.34 - $539.52 $107K - $123K
2.28K $1.07M
WEC
Wec Energy Group, Inc.

Utilities
-4.7K
- 23.41%
$92.12 - $108.98 $433K - $512K
15.4K $1.68M
VRSK
Verisk Analytics, Inc.

Industrials
-782
- 42.92%
$268.63 - $301.33 $210K - $236K
1.04K $309K
CAT
Caterpillar Inc

Industrials
-141
- 3.21%
$326.75 - $407.63 $46.1K - $57.5K
4.26K $1.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-351
- 1.94%
$77.33 - $90.16 $27.1K - $31.6K
17.8K $1.39M
DHI
Horton D R Inc

Consumer Cyclical
-636
- 7.55%
$125.29 - $147.65 $79.7K - $93.9K
7.79K $989K
IWN
Ishares Russell2000 Val ETF

ETFs
-478
- 5.54%
$149.27 - $169.4 $71.4K - $81K
8.15K $1.23M
VB
Vanguard Small Cap ETF

ETFs
-368
- 8.08%
$217.89 - $252.64 $80.2K - $93K
4.19K $928K
VBR
Vanguard Small Cap Value ETF

ETFs
-586
- 13.47%
$183.02 - $207.75 $107K - $122K
3.77K $701K
PWR
Quanta Services, Inc.

Industrials
-64
- 2.97%
$236.71 - $358.03 $15.1K - $22.9K
2.09K $531K
SCHW
Schwab Charles Corp

Financial Services
-9.41K
- 6.84%
$71.24 - $83.64 $670K - $787K
128K $10M
BK
Bank Of New York Mellon Corp

Financial Services
-2.15K
- 46.42%
$75.42 - $88.95 $162K - $191K
2.48K $208K
ZBRA
Zebra Technologies Corp

Technology
-163
- 17.25%
$271.72 - $421.11 $44.3K - $68.6K
782 $220K
XLI
Industrial Sector Spdr

ETFs
-1.01K
- 22.33%
$128.78 - $141.67 $130K - $143K
3.5K $459K
APD
Air Products & Chemicals, Inc.

Basic Materials
-431
- 35.89%
$283.24 - $338.07 $122K - $146K
770 $227K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.22K
- 3.99%
$94.86 - $97.12 $115K - $118K
29.3K $2.79M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.73K
- 23.33%
$47.08 - $50.67 $128K - $138K
8.97K $450K
XLU
Utilities Sector Spdr

ETFs
-1.73K
- 22.79%
$74.7 - $80.27 $129K - $139K
5.87K $462K
EXLS
Exl Service Holdings, Inc.

Technology
-7.49K
- 8.54%
$44.13 - $51.8 $331K - $388K
80.3K $3.79M
IWP
Ishares Russell Mid Cap Growth

ETFs
-430
- 8.67%
$114.9 - $139.6 $49.4K - $60K
4.53K $532K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-838
- 2.16%
$32.42 - $36.13 $27.2K - $30.3K
38K $1.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.15K
- 16.98%
$56.51 - $62.98 $122K - $136K
10.5K $638K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-119
- 2.99%
$168.84 - $202.89 $20.1K - $24.1K
3.86K $678K
VTWO
Vanguard Russell 2000 ETF

ETFs
-636
- 19.38%
$80.08 - $92.93 $50.9K - $59.1K
2.65K $213K
KMI
Kinder Morgan, Inc.

Energy
-4.03K
- 11.55%
$26.1 - $31.22 $105K - $126K
30.9K $880K
VGT
Vanguard Information Technolog

ETFs
-13
- 1.82%
$542.38 - $646.34 $7.05K - $8.4K
701 $380K
EMR
Emerson Electric CO

Industrials
-190
- 6.59%
$108.64 - $131.17 $20.6K - $24.9K
2.69K $295K
CINF
Cincinnati Financial Corp

Financial Services
-709
- 6.37%
$133.67 - $147.81 $94.8K - $105K
10.4K $1.54M
COF
Capital One Financial Corp

Financial Services
-302
- 18.79%
$163.87 - $209.82 $49.5K - $63.4K
1.31K $233K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-171
- 3.73%
$120.29 - $134.6 $20.6K - $23K
4.41K $538K
BA
Boeing CO

Industrials
-155
- 5.85%
$148.15 - $186.25 $23K - $28.9K
2.49K $425K
DE
Deere & CO

Industrials
-157
- 20.0%
$408.57 - $509.27 $64.1K - $80K
628 $294K
COP
Conocophillips

Energy
-570
- 8.52%
$88.6 - $105.85 $50.5K - $60.3K
6.12K $642K
EFG
Msci Eafe Growth ETF

ETFs
-398
- 5.91%
$96.1 - $106.37 $38.2K - $42.3K
6.34K $634K
CME
Cme Group Inc.

Financial Services
-1.34K
- 12.98%
$225.82 - $266.54 $302K - $357K
8.97K $2.38M
JPM
Jpmorgan Chase & CO

Financial Services
-970
- 2.39%
$225.19 - $279.95 $218K - $272K
39.6K $9.73M
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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