Univest Financial Corp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 396
Total Value: 1336944403
Accession Number: 0001085146-25-002845
Form Type: 13F-HR
CIK: 0000102212
Manager Name: Univest Financial Corp

Data Enrichment

91% identified

360 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

396 positions • $1,336,944.403K total value

396 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A854

SPLG|78464A854

1394117(+11.0%)

Value:

$91.7B(+5.9%)

Apple Inc.

AAPL|037833100

389627(-0.4%)

Value:

$86.5B(-11.6%)

921909768

VXUS|921909768

1172488(-45.5%)

Value:

$72.8B(-42.6%)

78464A649

2458488(+12.1%)

Value:

$62.8B(+14.6%)

MICROSOFT CORP

MSFT|594918104

161621(+31.3%)

Value:

$60.7B(+16.9%)

AMAZON COM INC

AMZN|023135106

200804(+39.2%)

Value:

$38.2B(+20.7%)

Meta Platforms, Inc.

META|30303M102

60754(+30.2%)

Value:

$35.0B(+28.2%)

46434V613

683397(-8.5%)

Value:

$31.5B(-6.7%)

Alphabet Inc.

GOOGL|02079K305

184431(+11.1%)

Value:

$28.5B(-9.3%)

VISA INC.

V|92826C839

72877(-8.4%)

Value:

$25.5B(+1.5%)

81369Y506

272139(+0.9%)

Value:

$25.4B(+10.1%)

Broadcom Inc.

AVGO|11135F101

145855(-1.4%)

Value:

$24.4B(-28.8%)

NEXTERA ENERGY INC

NEE|65339F101

342713(+49.5%)

Value:

$24.3B(+47.8%)

922908363

VOO|922908363

43754(+2410.3%)

Value:

$22.5B(+2294.0%)

NVIDIA CORP

NVDA|67066G104

191617(+118.8%)

Value:

$20.8B(+76.6%)

BlackRock, Inc.

BLK|09290D101

20330(-31.0%)

Value:

$19.2B(-36.3%)

S&P Global Inc.

SPGI|78409V104

33191(+0.7%)

Value:

$16.9B(+2.8%)

UNITEDHEALTH GROUP INC

UNH|91324P102

32090(+3.6%)

Value:

$16.8B(+7.3%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

17668(-13.3%)

Value:

$16.7B(-10.5%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

30695(-21.2%)

Value:

$15.3B(-24.6%)

Instrument	Shares		Other Manager	Value
(SPLGcusip78464A854)	1.4M	QoQ +11.04% (+138.7K) YoY NEW(+1.4M)	All Managers (Combined)	$91.7M	QoQ +5.92% (+$5.1M) YoY NEW(+$91.7M)
Apple Inc.(AAPLcusip037833100)	389.6K	QoQ -0.37% (-1.5K) YoY +4157.75% (+380.5K)	All Managers (Combined)	$86.5M	QoQ -11.63% (-$11.4M) YoY +5415.37% (+$85.0M)
(VXUScusip921909768)	1.2M	QoQ -45.49% (-978.7K) YoY +2340.54% (+1.1M)	All Managers (Combined)	$72.8M	QoQ -42.56% (-$54.0M) YoY +2413.42% (+$69.9M)
(cusip78464A649)✕	2.5M	QoQ +12.13% (+266.1K) YoY +5177.31% (+2.4M)	All Managers (Combined)	$62.8M	QoQ +14.60% (+$8.0M) YoY +5231.58% (+$61.6M)
Microsoft Corp(MSFTcusip594918104)	161.6K	QoQ +31.30% (+38.5K) YoY +466.03% (+133.1K)	All Managers (Combined)	$60.7M	QoQ +16.93% (+$8.8M) YoY +405.05% (+$48.7M)
Amazon Com Inc(AMZNcusip023135106)	200.8K	QoQ +39.22% (+56.6K) YoY +322.46% (+153.3K)	All Managers (Combined)	$38.2M	QoQ +20.74% (+$6.6M) YoY +345.59% (+$29.6M)
Meta Platforms, Inc.(METAcusip30303M102)	60.8K	QoQ +30.24% (+14.1K) YoY +3889.10% (+59.2K)	All Managers (Combined)	$35.0M	QoQ +28.20% (+$7.7M) YoY +4634.84% (+$34.3M)
(cusip46434V613)✕	683.4K	QoQ -8.50% (-63.5K) YoY NEW(+683.4K)	All Managers (Combined)	$31.5M	QoQ -6.72% (-$2.3M) YoY NEW(+$31.5M)
Alphabet Inc.(GOOGLcusip02079K305)	184.4K	QoQ +11.08% (-18.4K) YoY +2683.86% (+177.8K)	All Managers (Combined)	$28.5M	QoQ -9.25% (-$2.9M) YoY +2752.29% (+$27.5M)
Visa Inc.(Vcusip92826C839)	72.9K	QoQ -8.45% (-6.7K) YoY +4368.24% (+71.2K)	All Managers (Combined)	$25.5M	QoQ +1.52% (-$382.5K) YoY +5511.07% (+$25.1M)
(cusip81369Y506)✕	272.1K	QoQ +0.94% (+2.5K) YoY +197.51% (+180.7K)	All Managers (Combined)	$25.4M	QoQ +10.12% (+$2.3M) YoY +194.48% (+$16.8M)
Broadcom Inc.(AVGOcusip11135F101)	145.9K	QoQ -1.45% (-2.1K) YoY +39320.27% (+145.5K)	All Managers (Combined)	$24.4M	QoQ -28.82% (-$9.9M) YoY +4879.68% (+$23.9M)
Nextera Energy Inc(NEEcusip65339F101)	342.7K	QoQ +49.50% (+113.5K) YoY +245.57% (+243.5K)	All Managers (Combined)	$24.3M	QoQ +47.83% (+$7.9M) YoY +283.32% (+$18.0M)
(VOOcusip922908363)	43.8K	QoQ +2410.26% (+42.0K) YoY -19.07% (-10.3K)	All Managers (Combined)	$22.5M	QoQ +2294.01% (+$21.5M) YoY -13.48% (-$3.5M)
Nvidia Corp(NVDAcusip67066G104)	191.6K	QoQ +118.77% (+104.0K) YoY NEW(+191.6K)	All Managers (Combined)	$20.8M	QoQ +76.56% (+$9.0M) YoY NEW(+$20.8M)
Blackrock, Inc.(BLKcusip09290D101)	20.3K	QoQ -31.03% (-9.1K) YoY NEW(+20.3K)	All Managers (Combined)	$19.2M	QoQ -36.32% (-$11.0M) YoY NEW(+$19.2M)
S&P Global Inc.(SPGIcusip78409V104)	33.2K	QoQ +0.74% (+246) YoY +274.57% (+24.3K)	All Managers (Combined)	$16.9M	QoQ +2.78% (+$456.7K) YoY +347.34% (+$13.1M)
Unitedhealth Group Inc(UNHcusip91324P102)	32.1K	QoQ +3.65% (+1.1K) YoY +305.33% (+24.2K)	All Managers (Combined)	$16.8M	QoQ +7.32% (+$1.1M) YoY +329.12% (+$12.9M)
Costco Wholesale Corp /New(COSTcusip22160K105)	17.7K	QoQ -13.28% (-2.7K) YoY +228.34% (+12.3K)	All Managers (Combined)	$16.7M	QoQ -10.48% (-$2.0M) YoY +323.86% (+$12.8M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	30.7K	QoQ -21.16% (-8.2K) YoY +3643.29% (+29.9K)	All Managers (Combined)	$15.3M	QoQ -24.59% (-$5.0M) YoY +3104.81% (+$14.8M)