Univest Financial Corp Portfolio Holdings
Univest Financial Corp
- $1.51 Billion
- Q3 2024
Univest Financial Corp has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.51 Billion distributed in 455 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 $136M, Apple Inc. with a value of $93.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $80.8M, Microsoft Corp with a value of $65.7M, and Spdr Portfolio Aggregate Bond with a value of $60M.
Examining the 13F form we can see an increase of $1.15B in the current position value, from $356M to 1.51B.
Below you can find more details about Univest Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$1.51 Billion
ETFs: $484 Million
Technology: $303 Million
Healthcare: $148 Million
Financial Services: $148 Million
Industrials: $97.1 Million
Consumer Cyclical: $86.9 Million
Communication Services: $84.6 Million
Consumer Defensive: $69.5 Million
Other: $85.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 455
- Current Value $1.51 Billion
- Prior Value $356 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 151 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 3 stocks