UNIVEST FINANCIAL Corp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UF UNIVEST FINANCIAL Corp | Institutional Filer | ▲ 14.40% | $2.04B | 275 |
Current Portfolio Holdings
Showing all 275 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | — | 2.2M | $184.0M | 9.03% |
| 2 | SPYM | SPDR SERIES TRUST | — | 1.8M | $161.1M | 7.91% |
| 3 | AAPL | Apple Inc. | Technology | 357K | $103.4M | 5.08% |
| 4 | GOOGL | Alphabet Inc. | Communication Services | 241K | $86.3M | 4.24% |
| 5 | MU | Micron Technology, Inc. | Technology | 62K | $71.8M | 3.52% |
| 6 | MSFT | Microsoft Corporation | Technology | 183K | $68.4M | 3.36% |
| 7 | NVDA | NVIDIA Corporation | Technology | 330K | $66.1M | 3.24% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 269K | $64.2M | 3.15% |
| 9 | SPAB | SPDR SERIES TRUST | — | 2.4M | $60.0M | 2.94% |
| 10 | IUSB | ISHARES TR | — | 1.3M | $59.0M | 2.90% |
| 11 | AVGO | Broadcom Inc. | Technology | 140K | $53.0M | 2.60% |
| 12 | LLY | Eli Lilly and Company | Healthcare | 34K | $40.6M | 1.99% |
| 13 | META | Meta Platforms, Inc. | Communication Services | 64K | $35.9M | 1.76% |
| 14 | NEE | NextEra Energy, Inc. | Utilities | 345K | $30.3M | 1.49% |
| 15 | XLE | Energy Select Sector SPDR Fund | — | 560K | $29.8M | 1.46% |
Showing 1 to 15 of 275 holdings