Univest-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "FLO",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "COF",
  "DUK",
  "WTRG",
  "UVSP",
  null,
  "GD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "RPM",
  "EU",
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "LNKB",
  "MTUS",
  "IVW",
  "IJH",
  null,
  "KMI",
  "LHX",
  "IWS",
  "LIN",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "EXC",
  "FICO",
  "GE",
  "ORLY",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "ORCL",
  "PAYX",
  null,
  null,
  "IWF",
  "PEP",
  "PNC",
  "VGSH",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "REGN",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "ROST",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TD",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "UBER",
  "VNQ",
  "VO",
  "MET",
  "VOE",
  "SCHW",
  "MNST",
  "VCIT",
  "EME",
  "VIG",
  "ULTA",
  "IWO",
  "IWN",
  null,
  "IT",
  null,
  "RMD",
  null,
  "ETR",
  null,
  "VYM",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "ADSK",
  "APTV",
  "AVY",
  "FI",
  "WSO",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "CAH",
  "HYPR",
  "IDXX",
  "PEG",
  "DHI",
  "AMZN",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VXUS",
  "VTWO",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  null,
  "WSFS",
  "YUM",
  "ZBRA",
  "SCHD",
  "EXLS",
  "LW",
  "NSC",
  "SO",
  "PPL",
  "PSX",
  "CRM",
  null,
  null,
  "IXUS",
  "LNTH",
  null,
  "GEV",
  "DGRO",
  "NUE",
  "FDX",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CASY",
  "CRL",
  "CVX",
  "CINF",
  "CB",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "CRH",
  "DAR",
  "DE",
  null,
  "DFAX",
  "DFAC",
  null,
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: univest-financial
Manager Name: Univest-Financial

Data Enrichment

91% identified

360 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

396 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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GENERAL DYNAMICS CORP

GD|369550108

Shares:1.3K

Value:$357.4K

% of Portfolio:0.0% ($357.4K/$1.3B)

464287309

IVW|464287309

Shares:3.8K

Value:$353.6K

% of Portfolio:0.0% ($353.6K/$1.3B)

464287465

EFA|464287465

Shares:4.3K

Value:$351.4K

% of Portfolio:0.0% ($351.4K/$1.3B)

25434V203

Shares:11.2K

Value:$350.5K

% of Portfolio:0.0% ($350.5K/$1.3B)

FISERV INC

FI|337738108

Shares:1.5K

Value:$331.0K

% of Portfolio:0.0% ($331.0K/$1.3B)

46432F834

IXUS|46432F834

Shares:4.6K

Value:$323.0K

% of Portfolio:0.0% ($323.0K/$1.3B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.4K

Value:$321.1K

% of Portfolio:0.0% ($321.1K/$1.3B)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$319.7K

% of Portfolio:0.0% ($319.7K/$1.3B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.3K

Value:$316.3K

% of Portfolio:0.0% ($316.3K/$1.3B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.0K

Value:$309.5K

% of Portfolio:0.0% ($309.5K/$1.3B)

97717X669

Shares:3.8K

Value:$305.7K

% of Portfolio:0.0% ($305.7K/$1.3B)

808524797

SCHD|808524797

Shares:10.6K

Value:$297.7K

% of Portfolio:0.0% ($297.7K/$1.3B)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.9K

Value:$296.4K

% of Portfolio:0.0% ($296.4K/$1.3B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.7K

Value:$295.3K

% of Portfolio:0.0% ($295.3K/$1.3B)

DEERE & CO

DE|244199105

Shares:628

Value:$294.8K

% of Portfolio:0.0% ($294.8K/$1.3B)

MORGAN STANLEY

MS|617446448

Shares:2.5K

Value:$288.5K

% of Portfolio:0.0% ($288.5K/$1.3B)

EXELON CORP

EXC|30161N101

Shares:5.8K

Value:$267.3K

% of Portfolio:0.0% ($267.3K/$1.3B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:865

Value:$264.4K

% of Portfolio:0.0% ($264.4K/$1.3B)

025072877

Shares:3.0K

Value:$257.2K

% of Portfolio:0.0% ($257.2K/$1.3B)

NUCOR CORP

NUE|670346105

Shares:2.1K

Value:$247.9K

% of Portfolio:0.0% ($247.9K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL DYNAMICS CORP(GDcusip369550108)	1.3K	QoQ -2.52% (-34) YoY NEW(+1.3K)	All Managers (Combined)	$357.4K	0.0% ($357.4K/$1.3B)	QoQ +0.83% (-$3.0K) YoY NEW(+$357.4K)
(IVWcusip464287309)	3.8K	QoQ +0.42% (-16) YoY NEW(+3.8K)	All Managers (Combined)	$353.6K	0.0% ($353.6K/$1.3B)	QoQ -8.20% (-$31.6K) YoY NEW(+$353.6K)
(EFAcusip464287465)	4.3K	QoQ 0.00% (+0) YoY NEW(+4.3K)	All Managers (Combined)	$351.4K	0.0% ($351.4K/$1.3B)	QoQ +8.09% (+$26.3K) YoY NEW(+$351.4K)
(cusip25434V203)✕	11.2K	QoQ 0.00% (+0) YoY NEW(+11.2K)	All Managers (Combined)	$350.5K	0.0% ($350.5K/$1.3B)	QoQ +6.95% (+$22.8K) YoY NEW(+$350.5K)
FISERV INC(FIcusip337738108)	1.5K	QoQ +36.39% (+400) YoY NEW(+1.5K)	All Managers (Combined)	$331.0K	0.0% ($331.0K/$1.3B)	QoQ +46.62% (+$105.3K) YoY NEW(+$331.0K)
(IXUScusip46432F834)	4.6K	QoQ -3.42% (-164) YoY NEW(+4.6K)	All Managers (Combined)	$323.0K	0.0% ($323.0K/$1.3B)	QoQ +1.93% (-$6.1K) YoY NEW(+$323.0K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.4K	QoQ -2.84% (-41) YoY NEW(+1.4K)	All Managers (Combined)	$321.1K	0.0% ($321.1K/$1.3B)	QoQ -1.90% (-$6.2K) YoY NEW(+$321.1K)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ -0.70% (-11) YoY NEW(+1.5K)	All Managers (Combined)	$319.7K	0.0% ($319.7K/$1.3B)	QoQ +6.61% (-$19.8K) YoY NEW(+$319.7K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.3K	QoQ +1.91% (-25) YoY NEW(+1.3K)	All Managers (Combined)	$316.3K	0.0% ($316.3K/$1.3B)	QoQ -12.96% (-$47.1K) YoY NEW(+$316.3K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.0K	QoQ -42.91% (-782) YoY +4.83% (+48)	All Managers (Combined)	$309.5K	0.0% ($309.5K/$1.3B)	QoQ -38.33% (-$192.4K) YoY +32.36% (+$75.7K)
(cusip97717X669)✕	3.8K	QoQ 0.00% (-0) YoY NEW(+3.8K)	All Managers (Combined)	$305.7K	0.0% ($305.7K/$1.3B)	QoQ -1.32% (-$4.1K) YoY NEW(+$305.7K)
(SCHDcusip808524797)	10.6K	QoQ +1.92% (+201) YoY NEW(+10.6K)	All Managers (Combined)	$297.7K	0.0% ($297.7K/$1.3B)	QoQ +4.31% (+$12.3K) YoY NEW(+$297.7K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.9K	QoQ +32.28% (+471) YoY NEW(+1.9K)	All Managers (Combined)	$296.4K	0.0% ($296.4K/$1.3B)	QoQ +32.23% (+$72.3K) YoY NEW(+$296.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.7K	QoQ -6.59% (-190) YoY NEW(+2.7K)	All Managers (Combined)	$295.3K	0.0% ($295.3K/$1.3B)	QoQ -17.36% (-$62.0K) YoY NEW(+$295.3K)
DEERE & CO(DEcusip244199105)	628	QoQ +227.08% (+436) YoY +57.00% (+228)	All Managers (Combined)	$294.8K	0.0% ($294.8K/$1.3B)	QoQ +262.32% (+$213.4K) YoY +79.40% (+$130.5K)
MORGAN STANLEY(MScusip617446448)	2.5K	QoQ +0.08% (-2) YoY NEW(+2.5K)	All Managers (Combined)	$288.5K	0.0% ($288.5K/$1.3B)	QoQ -7.12% (-$22.1K) YoY NEW(+$288.5K)
EXELON CORP(EXCcusip30161N101)	5.8K	QoQ NEW(+5.8K) YoY -1.69% (-100)	All Managers (Combined)	$267.3K	0.0% ($267.3K/$1.3B)	QoQ NEW(+$267.3K) YoY +20.57% (-$45.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	865	QoQ +2.36% (+20) YoY NEW(+865)	All Managers (Combined)	$264.4K	0.0% ($264.4K/$1.3B)	QoQ +6.86% (+$17.0K) YoY NEW(+$264.4K)
(cusip025072877)✕	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$257.2K	0.0% ($257.2K/$1.3B)	QoQ -9.69% (-$27.6K) YoY NEW(+$257.2K)
NUCOR CORP(NUEcusip670346105)	2.1K	QoQ +1.82% (+37) YoY NEW(+2.1K)	All Managers (Combined)	$247.9K	0.0% ($247.9K/$1.3B)	QoQ +4.99% (+$11.8K) YoY NEW(+$247.9K)