UNIVEST FINANCIAL Corp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UF UNIVEST FINANCIAL Corp | Institutional Filer | ▼ 5.59% | $1.78B | 254 |
Current Portfolio Holdings
Showing all 254 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | — | 2.1M | $164.2M | 9.22% |
| 2 | SPYM | SPDR SERIES TRUST | — | 1.8M | $138.4M | 7.77% |
| 3 | AAPL | Apple Inc. | Technology | 357K | $90.6M | 5.09% |
| 4 | GOOGL | Alphabet Inc. | Technology | 238K | $68.5M | 3.85% |
| 5 | MSFT | Microsoft Corporation | Technology | 176K | $65.2M | 3.66% |
| 6 | SPAB | SPDR SERIES TRUST | — | 2.4M | $61.9M | 3.48% |
| 7 | NVDA | NVIDIA Corporation | Technology | 316K | $55.1M | 3.10% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 263K | $54.9M | 3.08% |
| 9 | IUSB | ISHARES TR | — | 1.1M | $50.9M | 2.86% |
| 10 | AVGO | Broadcom Inc. | Technology | 139K | $43.2M | 2.42% |
| 11 | META | Meta Platforms, Inc. | Technology | 62K | $35.7M | 2.01% |
| 12 | XLE | Energy Select Sector SPDR Fund | — | 550K | $33.7M | 1.89% |
| 13 | NEE | NextEra Energy, Inc. | Utilities | 337K | $31.3M | 1.76% |
| 14 | LLY | Eli Lilly and Company | Healthcare | 32K | $29.8M | 1.68% |
| 15 | VOO | VANGUARD INDEX FDS | — | 41K | $24.2M | 1.36% |
Showing 1 to 15 of 254 holdings