Univest Financial Top Holdings and 13F Report (2025)

About Univest Financial

Univest Financial NASDAQ: UVSP has filed 13-F forms with the SEC as an investor. Univest Financial is itself a publicly traded company. For more information on Univest Financial stock, visit the Univest Financial stock profile here.

Investment Activity

Univest Financial has $1.53 billion in total holdings as of March 31, 2025.
Univest Financial owns shares of 275 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 9.77% of the portfolio was purchased this quarter.
About 9.93% of the portfolio was sold this quarter.
This quarter, Univest Financial has purchased 272 new stocks and bought additional shares in 99 stocks.
Univest Financial sold shares of 135 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Vanguard Total International Stock ETF: $121,809,599
SPDR Portfolio S&P 500 ETF: $117,313,200
Apple: $88,388,080
SPDR Portfolio Aggregate Bond ETF: $75,097,814
Microsoft: $62,501,179

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $3,300,922 Holding
29084Q100 - EMCOR Group: $2,133,874 Holding
009066101 - Airbnb: $1,900,011 Holding
92532F100 - Vertex Pharmaceuticals: $1,885,949 Holding
147528103 - Casey's General Stores: $1,443,617 Holding

Largest Purchases this Quarter

SPDR Portfolio Aggregate Bond ETF: 721,570 shares (about $18.43M)
NVIDIA: 155,284 shares (about $16.83M)
SPDR Portfolio S&P 500 ETF: 207,515 shares (about $13.65M)
Eli Lilly and Company: 14,784 shares (about $12.21M)
Philip Morris International: 64,829 shares (about $10.29M)

Largest Sales this Quarter

Vanguard Total International Stock ETF: 239,513 shares (about $14.87M)
Honeywell International: 44,609 shares (about $9.45M)
Consumer Staples Select Sector SPDR Fund: 114,528 shares (about $9.35M)
SPDR Portfolio Long Term Treasury ETF: 332,593 shares (about $9.07M)
Roper Technologies: 14,850 shares (about $8.76M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VXUS Vanguard Total International Stock ETF	$121,809,599	$14,873,751 ▼	-10.9%	1,961,508	8.0%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$117,313,200	$13,646,185 ▲	13.2%	1,783,960	7.7%	ETF
AAPL Apple	$88,388,080	$393,171 ▼	-0.4%	397,911	5.8%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$75,097,814	$18,428,897 ▲	32.5%	2,940,400	4.9%	ETF
MSFT Microsoft	$62,501,179	$2,392,731 ▲	4.0%	166,497	4.1%	Computer and Technology
AMZN Amazon.com	$39,101,227	$2,386,808 ▲	6.5%	205,515	2.6%	Retail/Wholesale
GOOGL Alphabet	$38,574,209	$3,127,597 ▲	8.8%	249,445	2.5%	Computer and Technology
META Meta Platforms	$35,764,114	$1,090,468 ▼	-3.0%	62,052	2.3%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$31,490,919	$2,927,691 ▼	-8.5%	683,397	2.1%	Manufacturing
NVDA NVIDIA	$29,634,271	$16,829,700 ▲	131.4%	273,429	1.9%	Computer and Technology
V Visa	$26,013,569	$2,415,368 ▼	-8.5%	74,227	1.7%	Business Services
XLE Energy Select Sector SPDR Fund	$25,748,972	$222,224 ▲	0.9%	275,537	1.7%	ETF
AVGO Broadcom	$25,260,657	$373,034 ▼	-1.5%	150,873	1.7%	Computer and Technology
BLACKROCK INC	$25,028,553	$3,299,408 ▼	-11.6%	26,444	1.6%	COM
NEE NextEra Energy	$24,556,005	$2,284,855 ▲	10.3%	346,396	1.6%	Utilities
VOO Vanguard S&P 500 ETF	$22,485,513	$484,101 ▼	-2.1%	43,754	1.5%	ETF
SPGI S&P Global	$17,273,515	$114,832 ▲	0.7%	33,996	1.1%	Business Services
COST Costco Wholesale	$17,248,075	$2,616,956 ▼	-13.2%	18,237	1.1%	Retail/Wholesale
UNH UnitedHealth Group	$17,215,463	$605,972 ▲	3.6%	32,870	1.1%	Medical
TMO Thermo Fisher Scientific	$15,593,369	$4,199,267 ▼	-21.2%	31,337	1.0%	Medical
LLY Eli Lilly and Company	$14,815,174	$12,210,254 ▲	468.7%	17,938	1.0%	Medical
UVSP Univest Financial	$14,763,649	$318,993 ▼	-2.1%	520,580	1.0%	Finance
AMT American Tower	$14,032,465	$576,861 ▼	-3.9%	64,487	0.9%	Finance
CRM Salesforce	$13,992,334	$6,484,135 ▼	-31.7%	52,140	0.9%	Computer and Technology
MUB iShares National Muni Bond ETF	$13,696,703	$2,502,416 ▲	22.4%	129,900	0.9%	ETF
AMAT Applied Materials	$12,666,660	$1,955,928 ▼	-13.4%	87,284	0.8%	Computer and Technology
SPTL SPDR Portfolio Long Term Treasury ETF	$12,423,324	$9,066,476 ▼	-42.2%	455,735	0.8%	ETF
SHW Sherwin-Williams	$12,058,119	$72,631 ▲	0.6%	34,532	0.8%	Basic Materials
JNJ Johnson & Johnson	$11,745,916	$103,152 ▼	-0.9%	70,827	0.8%	Medical
REGN Regeneron Pharmaceuticals	$11,681,941	$2,674,561 ▲	29.7%	18,419	0.8%	Medical
MDLZ Mondelez International	$11,642,318	$2,869,310 ▲	32.7%	171,589	0.8%	Consumer Staples
SSNC SS&C Technologies	$11,640,317	$755,361 ▼	-6.1%	139,355	0.8%	Computer and Technology
LHX L3Harris Technologies	$11,626,487	$2,832,160 ▲	32.2%	55,547	0.8%	Aerospace
TJX TJX Companies	$11,491,544	$11,815 ▼	-0.1%	94,348	0.8%	Retail/Wholesale
AXP American Express	$11,410,178	$1,403,100 ▼	-11.0%	42,409	0.7%	Finance
PM Philip Morris International	$10,985,122	$10,290,357 ▲	1,481.1%	69,206	0.7%	Consumer Staples
TE CONNECTIVITY PLC	$10,965,956	$212,120 ▲	2.0%	77,597	0.7%	ORD SHS
ZTS Zoetis	$10,226,415	$2,042,649 ▼	-16.6%	62,110	0.7%	Medical
SCHW Charles Schwab	$10,029,227	$736,301 ▼	-6.8%	128,120	0.7%	Finance
JPM JPMorgan Chase & Co.	$9,725,276	$237,944 ▼	-2.4%	39,646	0.6%	Finance
POOL Pool	$9,584,933	$573,988 ▲	6.4%	30,108	0.6%	Consumer Discretionary
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$9,536,805	$491,646 ▲	5.4%	233,975	0.6%	ETF
URI United Rentals	$9,302,950	$5,899,890 ▲	173.4%	14,844	0.6%	Construction
ROP Roper Technologies	$9,166,381	$8,755,436 ▼	-48.9%	15,547	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$8,211,281	$530,434 ▲	6.9%	29,877	0.5%	ETF
FDX FedEx	$8,151,841	$910,284 ▼	-10.0%	33,439	0.5%	Transportation
ADBE Adobe	$7,709,720	$4,685,202 ▲	154.9%	20,102	0.5%	Computer and Technology
BAC Bank of America	$7,599,719	$7,063,654 ▲	1,317.7%	182,116	0.5%	Finance
ULTA Ulta Beauty	$7,578,581	$3,699,855 ▲	95.4%	20,676	0.5%	Retail/Wholesale
ACN Accenture	$7,435,761	$3,936,616 ▼	-34.6%	23,830	0.5%	Computer and Technology
HD Home Depot	$7,239,265	$113,978 ▲	1.6%	19,753	0.5%	Retail/Wholesale
VTV Vanguard Value ETF	$7,105,396	$905,513 ▲	14.6%	41,133	0.5%	ETF
ICE Intercontinental Exchange	$6,503,551	$159,561 ▲	2.5%	37,702	0.4%	Finance
IEFA iShares Core MSCI EAFE ETF	$5,716,946	$2,683,305 ▼	-31.9%	75,571	0.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$5,705,630	$529,799 ▲	10.2%	70,992	0.4%	ETF
TDG TransDigm Group	$5,368,650	$154,931 ▲	3.0%	3,881	0.4%	Aerospace
FTNT Fortinet	$5,273,026	$1,786,585 ▼	-25.3%	54,779	0.3%	Computer and Technology
ECL Ecolab	$5,237,382	$87,970 ▲	1.7%	20,659	0.3%	Basic Materials
CRL Charles River Laboratories International	$5,154,858	$952,039 ▼	-15.6%	34,247	0.3%	Medical
XLV Health Care Select Sector SPDR Fund	$5,142,075	$7,374,732 ▼	-58.9%	35,217	0.3%	ETF
BX Blackstone	$4,961,741	$693,584 ▲	16.3%	35,497	0.3%	Finance
VEEV Veeva Systems	$4,716,914	$999,020 ▼	-17.5%	20,364	0.3%	Medical
ARISTA NETWORKS INC	$4,650,660	$125,130 ▼	-2.6%	60,024	0.3%	COM SHS
LMT Lockheed Martin	$4,565,105	$104,087 ▼	-2.2%	10,219	0.3%	Aerospace
PG Procter & Gamble	$4,461,767	$360,609 ▲	8.8%	26,181	0.3%	Consumer Staples
MNST Monster Beverage	$4,380,339	$322,211 ▲	7.9%	74,852	0.3%	Consumer Staples
PEP PepsiCo	$4,307,419	$176,027 ▲	4.3%	28,728	0.3%	Consumer Staples
WMT Walmart	$4,258,670	$322,890 ▼	-7.0%	48,510	0.3%	Retail/Wholesale
AMGN Amgen	$4,210,233	$209,670 ▼	-4.7%	13,514	0.3%	Medical
XOM Exxon Mobil	$4,197,183	$352,273 ▲	9.2%	35,291	0.3%	Energy
MRK Merck & Co., Inc.	$4,171,644	$35,993 ▲	0.9%	46,476	0.3%	Medical
EQIX Equinix	$4,132,459	$154,111 ▲	3.9%	5,068	0.3%	Finance
MA Mastercard	$4,075,786	$1,892,094 ▲	86.6%	7,436	0.3%	Business Services
ISRG Intuitive Surgical	$4,065,672	$597,296 ▼	-12.8%	8,209	0.3%	Medical
GOOG Alphabet	$4,019,161	$747,402 ▲	22.8%	25,726	0.3%	Computer and Technology
MCD McDonald's	$3,962,890	$99,642 ▲	2.6%	12,687	0.3%	Retail/Wholesale
EXLS ExlService	$3,790,302	$353,745 ▼	-8.5%	80,286	0.2%	Business Services
TD Toronto-Dominion Bank	$3,629,987	$8,991 ▼	-0.2%	60,560	0.2%	Finance
IDXX IDEXX Laboratories	$3,576,294	$2,600,750 ▲	266.6%	8,516	0.2%	Medical
IVV iShares Core S&P 500 ETF	$3,567,503	$248,360 ▲	7.5%	6,349	0.2%	ETF
NOW ServiceNow	$3,467,190	$1,476,840 ▼	-29.9%	4,355	0.2%	Computer and Technology
PH Parker-Hannifin	$3,395,450	$299,670 ▲	9.7%	5,586	0.2%	Industrials
UNP Union Pacific	$3,387,384	$1,034,712 ▲	44.0%	14,339	0.2%	Transportation
UBER Uber Technologies	$3,300,922	$3,300,922 ▲	New Holding	45,305	0.2%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$3,140,479	$2,347,557 ▼	-42.8%	63,291	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$3,038,088	$761,896 ▼	-20.0%	14,714	0.2%	ETF
BRK.B Berkshire Hathaway	$2,998,956	$134,210 ▲	4.7%	5,631	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$2,885,968	$195,792 ▼	-6.4%	5,159	0.2%	Finance
CVX Chevron	$2,869,982	$83,476 ▲	3.0%	17,156	0.2%	Energy
ABT Abbott Laboratories	$2,841,383	$948,852 ▼	-25.0%	21,420	0.2%	Medical
SPDW SPDR Portfolio Developed World ex-US ETF	$2,827,072	$112,398 ▼	-3.8%	77,645	0.2%	ETF
CSCO Cisco Systems	$2,802,218	$666,845 ▼	-19.2%	45,409	0.2%	Computer and Technology
SNPS Synopsys	$2,801,248	$351,657 ▲	14.4%	6,532	0.2%	Computer and Technology
JNK SPDR Bloomberg High Yield Bond ETF	$2,789,321	$115,884 ▼	-4.0%	29,269	0.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$2,730,518	$435,928 ▼	-13.8%	46,796	0.2%	ETF
WSO Watsco	$2,711,106	$206,357 ▲	8.2%	5,334	0.2%	Construction
WM Waste Management	$2,678,842	$50,701 ▼	-1.9%	11,571	0.2%	Business Services
HON Honeywell International	$2,678,449	$9,446,038 ▼	-77.9%	12,649	0.2%	Multi-Sector Conglomerates
APTIV PLC	$2,548,147	$960,092 ▲	60.5%	42,826	0.2%	COM SHS
VUG Vanguard Growth ETF	$2,539,409	$21,137 ▼	-0.8%	6,848	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Univest Financial Top Holdings and 13F Report (2025)

About Univest Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Univest Financial Top Holdings and 13F Report (2025)

About Univest Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnivest Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools