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
XLF
Financial Sector Spdr

ETFs
-841
- 3.93%
$47.32 - $52.19 $39.8K - $43.9K
20.6K $1.03M
PEG
Public Service Enterprise Group Inc

Utilities
-6
- 0.19%
$78.2 - $90.39 $469 - $542
3.16K $260K
BDX
Becton Dickinson & CO

Healthcare
-41
- 2.84%
$222.79 - $249.08 $9.13K - $10.2K
1.4K $321K
HSY
Hershey CO

Consumer Defensive
-68
- 1.51%
$144.74 - $186.36 $9.84K - $12.7K
4.43K $758K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-76
- 1.84%
$126.11 - $135.06 $9.58K - $10.3K
4.05K $522K
FAST
Fastenal CO

Industrials
-1.21K
- 7.64%
$71.11 - $79.98 $86K - $96.7K
14.6K $1.13M
Linde PLC
-66
- 4.08%
N/A
1.55K $0
Arista Networks Inc
-1.62K
- 2.62%
N/A
60K $0
WFC
Wells Fargo & Company

Financial Services
-126
- 2.07%
$66.78 - $81.42 $8.41K - $10.3K
5.97K $428K
VDE
Vanguard Energy ETF

ETFs
-257
- 6.56%
$119.14 - $132.76 $30.6K - $34.1K
3.66K $475K
Ge Vernova Inc
-78
- 9.7%
N/A
726 $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
-576
- 5.82%
$36.91 - $41.03 $21.3K - $23.6K
9.32K $369K
GD
General Dynamics Corp

Industrials
-34
- 2.53%
$241.94 - $272.58 $8.23K - $9.27K
1.31K $357K
IXUS
Ishares Tr

ETFs
-164
- 3.42%
$65.06 - $72.31 $10.7K - $11.9K
4.63K $322K
DUK
Duke Energy Corp

Utilities
-259
- 7.7%
$105.87 - $121.97 $27.4K - $31.6K
3.11K $378K
ALL
Allstate Corp

Financial Services
-11
- 0.71%
$180.99 - $210.18 $1.99K - $2.31K
1.54K $319K
TRV
Travelers Companies, Inc.

Financial Services
-68
- 4.01%
$232.43 - $265.13 $15.8K - $18K
1.63K $430K
SYK
Stryker Corp

Healthcare
-3
- 0.14%
$355.18 - $399.9 $1.07K - $1.2K
2.12K $789K
PPL
Ppl Corp

Utilities
-1.44K
- 6.11%
$31.68 - $36.11 $45.5K - $51.9K
22.1K $797K
PAYX
Paychex Inc

Industrials
-43
- 1.4%
$136.06 - $154.52 $5.85K - $6.64K
3.04K $468K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-58
- 10.68%
$1187.71 - $1432.58 $68.9K - $83.1K
485 $694K
ETR
Entergy Corp

Utilities
-1.17K
- 7.07%
$75.26 - $87.89 $88.1K - $103K
15.4K $1.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.09K
- 3.82%
$33.84 - $37.77 $104K - $117K
77.6K $2.83M
TJX
Tjx Companies Inc

Consumer Cyclical
-97
- 0.1%
$112.81 - $126.16 $10.9K - $12.2K
94.3K $11.5M
MO
Altria Group, Inc.

Consumer Defensive
-364
- 2.65%
$50.81 - $60.02 $18.5K - $21.8K
13.4K $802K
ABBV
Abb Vie Inc.

Healthcare
-340
- 4.3%
$169.2 - $216.66 $57.5K - $73.7K
7.57K $1.59M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-251
- 2.82%
$208.48 - $244.03 $52.3K - $61.3K
8.65K $2.11M
WM
Waste Management Inc

Industrials
-219
- 1.86%
$200.54 - $233.78 $43.9K - $51.2K
11.6K $2.68M
V
Visa Inc.

Financial Services
-6.89K
- 8.5%
$306.92 - $362.71 $2.12M - $2.5M
74.2K $26M
SSNC
Ss&C Technologies Holdings Inc

Technology
-9.04K
- 6.09%
$74.75 - $89.13 $676K - $806K
139K $11.6M
TD
Toronto Dominion Bank

Financial Services
-150
- 0.25%
$53.12 - $61.15 $7.97K - $9.17K
60.6K $3.63M
AMGN
Amgen Inc

Healthcare
-673
- 4.74%
$258.59 - $327.36 $174K - $220K
13.5K $4.21M
JNJ
Johnson & Johnson

Healthcare
-622
- 0.87%
$142.06 - $167.7 $88.4K - $104K
70.8K $11.7M
AMT
American Tower Corp

Real Estate
-2.65K
- 3.95%
$173.46 - $217.6 $460K - $577K
64.5K $14M
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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