Univest Financial Corp Portfolio Holdings
Univest Financial Corp
- $1.53 Billion
- Q4 2024
Univest Financial Corp has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.53 Billion distributed in 467 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $130M, Spdr Portfolio S&P 500 ETF (Ma with a value of $109M, Apple Inc. with a value of $100M, Microsoft Corp with a value of $67.5M, and Spdr Portfolio Aggregate Bond with a value of $55.4M.
Examining the 13F form we can see an increase of $24.7M in the current position value, from $1.51B to 1.53B.
Below you can find more details about Univest Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$1.53 Billion
ETFs: $576 Million
Technology: $325 Million
Financial Services: $126 Million
Healthcare: $117 Million
Industrials: $95.5 Million
Communication Services: $90.3 Million
Consumer Cyclical: $78.2 Million
Consumer Defensive: $52.1 Million
Other: $71.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 467
- Current Value $1.53 Billion
- Prior Value $1.51 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks