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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Univest-Financial
Data Enrichment
91% identified360 identified36 unidentified
Holdings
396 positions • $1.3B total value
Manager:
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Page 5 of 14
78468R622
Shares:29.3K
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.6K | QoQ +9.67% (+493)YoY NEW(+5.6K) | All Managers (Combined) | $3.4M | 0.3% ($3.4M/$1.3B) | YoY NEW(+$3.4M) | |
| 14.3K | All Managers (Combined) | $3.4M | 0.3% ($3.4M/$1.3B) | |||
| 45.3K | QoQ NEW(+45.3K) YoY NEW(+45.3K) | All Managers (Combined) | $3.3M | 0.2% ($3.3M/$1.3B) | QoQ NEW(+$3.3M) YoY NEW(+$3.3M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 27.5K | All Managers (Combined) | $3.3M | 0.2% ($3.3M/$1.3B) | ||
| 63.3K | YoY NEW(+63.3K) | All Managers (Combined) | $3.1M | 0.2% ($3.1M/$1.3B) | YoY NEW(+$3.1M) | |
| 5.6K | QoQ +4.68% (+252)YoY NEW(+5.6K) | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.3B) | YoY NEW(+$3.0M) | |
| 14.5K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.3B) | |||
CHEVRON CORP(CVXcusip166764100) | 17.2K | All Managers (Combined) | $2.9M | 0.2% ($2.9M/$1.3B) | ||
| 21.4K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | |||
| 77.6K | YoY NEW(+77.6K) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | YoY NEW(+$2.8M) | |
| 45.4K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | |||
(cusip78468R622)✕ | 29.3K | YoY NEW(+29.3K) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | YoY NEW(+$2.8M) |
SYNOPSYS INC(SNPScusip871607107) | 6.4K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | ||
| 46.8K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | |||
WATSCO INC(WSOcusip942622200) | 5.3K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | ||
| 11.6K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | |||
| 12.6K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | |||
| 42.8K | YoY NEW(+42.8K) | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.3B) | YoY NEW(+$2.5M) | |
| 6.8K | QoQ -0.82% (-57)YoY NEW(+6.8K) | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.3B) | YoY NEW(+$2.5M) | |
RESMED INC(RMDcusip761152107) | 11.2K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.3B) |