250 is the total number of securities UNIVEST FINANCIAL Corp has owned. The longest UNIVEST FINANCIAL Corp has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UVSP | UNIVEST FINANCIAL CORP... | 42 | 42 | 2.71% | 6.45% | 10.38% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 1.70% | 3.69% | 4.92% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 1.60% | 2.62% | 4.69% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC | 42 | 42 | 1.22% | 1.86% | 2.41% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC | 42 | 42 | 1.08% | 1.82% | 2.11% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 1.31% | 1.78% | 2.35% | Q2 2013 | Q3 2023 | 42 |
DIS | DISNEY WALT CO | 42 | 42 | 0.09% | 1.63% | 2.27% | Q2 2013 | Q3 2023 | 42 |
NKE | NIKE INC | 42 | 42 | 1.01% | 1.59% | 2.39% | Q2 2013 | Q3 2023 | 42 |
HON | HONEYWELL INTL INC | 42 | 42 | 0.94% | 1.32% | 1.67% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC | 42 | 42 | 0.07% | 1.31% | 2.03% | Q2 2013 | Q3 2023 | 42 |
PNC | PNC FINL SVCS GROUP INC | 42 | 42 | 0.15% | 1.27% | 2.28% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.11% | 1.09% | 1.78% | Q2 2013 | Q3 2023 | 42 |
APD | AIR PRODS & CHEMS INC | 42 | 42 | 0.08% | 0.91% | 1.41% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP | 42 | 42 | 0.20% | 0.83% | 1.71% | Q2 2013 | Q3 2023 | 42 |
KO | COCA COLA CO | 42 | 42 | 0.09% | 0.78% | 1.82% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTL INC | 42 | 42 | 0.09% | 0.63% | 1.63% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP | 42 | 42 | 0.11% | 0.62% | 2.53% | Q2 2013 | Q3 2023 | 42 |
PPL | PPL CORP | 42 | 42 | 0.09% | 0.57% | 1.29% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.15% | 0.52% | 1.93% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW | 42 | 42 | 0.20% | 0.41% | 0.71% | Q2 2013 | Q3 2023 | 42 |
NSC | NORFOLK SOUTHN CORP | 42 | 42 | 0.15% | 0.26% | 0.38% | Q2 2013 | Q3 2023 | 42 |
LMT | LOCKHEED MARTIN CORP | 42 | 42 | 0.13% | 0.24% | 0.40% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW | 42 | 42 | 0.08% | 0.22% | 0.42% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP | 42 | 42 | 0.09% | 0.21% | 1.50% | Q2 2013 | Q3 2023 | 42 |
PPG | PPG INDS INC | 42 | 42 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q3 2023 | 42 |
HSY | HERSHEY CO | 42 | 42 | 0.07% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
EXC | EXELON CORP | 42 | 42 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW | 41 | 41 | 0.32% | 1.63% | 2.74% | Q3 2013 | Q3 2023 | 41 |
MSFT | MICROSOFT CORP | 41 | 41 | 0.10% | 1.28% | 4.10% | Q3 2013 | Q3 2023 | 41 |
PEP | PEPSICO INC | 20 | 20 | 0.08% | 0.15% | 0.29% | Q3 2013 | Q3 2023 | 40 |
ICE | INTERCONTINENTAL EXCHA... | 34 | 4 | 0.07% | 1.35% | 1.96% | Q4 2013 | Q3 2023 | 38 |
CMCSA | COMCAST CORP NEW | 38 | 38 | 0.10% | 1.18% | 1.95% | Q2 2014 | Q3 2023 | 38 |
TEL | TE CONNECTIVITY LTD | 37 | 37 | 0.72% | 1.45% | 2.32% | Q3 2014 | Q3 2023 | 37 |
BAC | BK OF AMERICA CORP | 37 | 37 | 0.07% | 0.45% | 1.62% | Q2 2013 | Q2 2022 | 37 |
ALL | ALLSTATE CORP | 36 | 36 | 0.08% | 1.54% | 1.90% | Q2 2013 | Q1 2022 | 36 |
AMAT | APPLIED MATLS INC | 22 | 1 | 0.08% | 1.30% | 2.17% | Q2 2013 | Q3 2023 | 36 |
AMGN | AMGEN INC | 32 | 2 | 0.09% | 1.34% | 2.02% | Q1 2015 | Q3 2023 | 34 |
T | AT&T INC | 20 | 6 | 0.06% | 0.70% | 1.80% | Q2 2013 | Q3 2023 | 34 |
CSCO | CISCO SYS INC | 34 | 34 | 0.12% | 0.38% | 1.79% | Q2 2015 | Q3 2023 | 34 |
EFX | EQUIFAX INC | 33 | 33 | 0.27% | 0.41% | 0.64% | Q3 2015 | Q3 2023 | 33 |
BND | VANGUARD BD INDEX FDS | 33 | 33 | 0.08% | 0.40% | 5.02% | Q4 2014 | Q4 2022 | 33 |
GE | GENERAL ELECTRIC CO | 33 | 33 | 0.04% | 0.28% | 0.62% | Q2 2013 | Q2 2021 | 33 |
GOOGL | ALPHABET INC | 32 | 32 | 1.18% | 1.84% | 2.72% | Q4 2015 | Q3 2023 | 32 |
BDX | BECTON DICKINSON & CO | 32 | 32 | 0.06% | 1.52% | 1.92% | Q2 2013 | Q1 2021 | 32 |
KMB | KIMBERLY-CLARK CORP | 32 | 32 | 0.22% | 1.47% | 1.84% | Q2 2013 | Q1 2021 | 32 |
FDX | FEDEX CORP | 31 | 31 | 0.65% | 1.19% | 1.62% | Q1 2016 | Q3 2023 | 31 |
CAT | CATERPILLAR INC DEL | 27 | 4 | 0.08% | 0.58% | 1.61% | Q2 2013 | Q3 2023 | 31 |
MO | ALTRIA GROUP INC | 31 | 31 | 0.06% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 31 |
INTC | INTEL CORP | 30 | 30 | 0.07% | 0.19% | 0.28% | Q2 2013 | Q3 2020 | 30 |
PAYX | PAYCHEX INC | 30 | 30 | 0.09% | 0.14% | 0.19% | Q2 2014 | Q3 2021 | 30 |
XLU | SELECT SECTOR SPDR TR | 28 | 1 | 0.07% | 2.02% | 2.75% | Q2 2013 | Q4 2020 | 29 |
DFS | DISCOVER FINL SVCS | 28 | 28 | 0.80% | 1.54% | 1.91% | Q2 2013 | Q1 2020 | 28 |
ABC | AMERISOURCEBERGEN CORP | 21 | 1 | 0.06% | 1.27% | 1.82% | Q2 2013 | Q2 2023 | 28 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.83% | 1.22% | 1.40% | Q2 2013 | Q1 2020 | 28 |
BMTC | BRYN MAWR BK CORP | 28 | 28 | 0.10% | 0.18% | 0.35% | Q1 2015 | Q4 2021 | 28 |
SO | SOUTHERN CO | 22 | 3 | 0.06% | 0.15% | 0.22% | Q4 2015 | Q2 2023 | 28 |
PFE | PFIZER INC | 21 | 7 | 0.07% | 0.15% | 0.28% | Q3 2016 | Q3 2023 | 28 |
OXY | OCCIDENTAL PETE CORP DEL | 27 | 27 | 0.59% | 1.14% | 1.76% | Q2 2013 | Q4 2019 | 27 |
COP | CONOCOPHILLIPS | 27 | 27 | 0.68% | 1.11% | 1.69% | Q2 2013 | Q4 2019 | 27 |
SLB | SCHLUMBERGER LTD | 27 | 27 | 0.29% | 1.08% | 1.75% | Q2 2013 | Q4 2019 | 27 |
UNH | UNITEDHEALTH GROUP INC | 16 | 1 | 0.07% | 0.54% | 2.03% | Q1 2015 | Q3 2023 | 27 |
PFF | ISHARES TR | 27 | 27 | 0.10% | 0.15% | 0.23% | Q4 2015 | Q2 2022 | 27 |
TMO | THERMO FISHER SCIENTIF... | 15 | 11 | 1.37% | 1.67% | 1.88% | Q1 2017 | Q3 2023 | 26 |
FB | META PLATFORMS INC | 15 | 11 | 1.01% | 1.60% | 2.10% | Q1 2017 | Q3 2023 | 26 |
SU | SUNCOR ENERGY INC NEW | 26 | 26 | 0.34% | 0.98% | 1.71% | Q3 2013 | Q4 2019 | 26 |
BP | BP PLC | 16 | 10 | 0.06% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 26 |
PSX | PHILLIPS 66 | 12 | 1 | 0.10% | 0.63% | 1.47% | Q2 2013 | Q1 2020 | 25 |
MET | METLIFE INC | 15 | 10 | 0.07% | 0.14% | 0.22% | Q2 2017 | Q3 2023 | 25 |
ETR | ENTERGY CORP NEW | 16 | 1 | 0.08% | 0.12% | 0.16% | Q4 2013 | Q4 2022 | 25 |
CTSH | COGNIZANT TECHNOLOGY S... | 24 | 24 | 0.95% | 1.59% | 2.26% | Q2 2014 | Q1 2020 | 24 |
CVS | CVS HEALTH CORP | 16 | 8 | 0.07% | 1.24% | 1.87% | Q1 2015 | Q3 2022 | 24 |
SHW | SHERWIN WILLIAMS CO | 15 | 9 | 0.70% | 1.15% | 1.84% | Q3 2017 | Q3 2023 | 24 |
STZ | CONSTELLATION BRANDS INC | 13 | 11 | 0.85% | 1.10% | 1.77% | Q1 2017 | Q1 2023 | 24 |
EOG | EOG RES INC | 24 | 24 | 0.56% | 0.98% | 1.42% | Q1 2014 | Q4 2019 | 24 |
AET | AETNA INC NEW | 22 | 1 | 1.27% | 1.57% | 2.12% | Q2 2013 | Q4 2019 | 23 |
MMM | 3M CO | 22 | 1 | 0.82% | 1.36% | 1.54% | Q2 2013 | Q4 2019 | 23 |
QCOM | QUALCOMM INC | 20 | 1 | 0.16% | 1.37% | 1.90% | Q2 2013 | Q4 2019 | 21 |
VXUS | VANGUARD STAR FDS | 15 | 5 | 11.14% | 12.82% | 13.96% | Q3 2018 | Q3 2023 | 20 |
VOO | VANGUARD INDEX FDS | 15 | 5 | 6.35% | 6.86% | 7.22% | Q3 2018 | Q3 2023 | 20 |
GD | GENERAL DYNAMICS CORP | 20 | 20 | 0.18% | 0.98% | 1.41% | Q1 2016 | Q4 2020 | 20 |
IJR | ISHARES TR | 15 | 5 | 0.74% | 0.90% | 1.03% | Q3 2018 | Q3 2023 | 20 |
IJH | ISHARES TR | 15 | 5 | 0.78% | 0.87% | 0.96% | Q3 2018 | Q3 2023 | 20 |
IBM | INTERNATIONAL BUSINESS... | 13 | 7 | 0.08% | 0.42% | 1.59% | Q2 2013 | Q2 2019 | 20 |
SPY | SPDR S&P 500 ETF TR | 15 | 5 | 0.16% | 0.24% | 0.33% | Q3 2018 | Q3 2023 | 20 |
BA | BOEING CO | 10 | 1 | 0.06% | 0.12% | 0.25% | Q3 2017 | Q3 2023 | 20 |
XLE | SELECT SECTOR SPDR TR | 15 | 1 | 0.17% | 1.89% | 3.29% | Q4 2013 | Q3 2023 | 19 |
TROW | PRICE T ROWE GROUP INC | 19 | 19 | 0.22% | 1.54% | 2.13% | Q3 2015 | Q1 2020 | 19 |
AMP | AMERIPRISE FINL INC | 18 | 1 | 1.19% | 1.53% | 1.93% | Q2 2014 | Q4 2019 | 19 |
GIS | GENERAL MLS INC | 18 | 1 | 0.15% | 0.58% | 1.59% | Q2 2013 | Q4 2019 | 19 |
VEU | VANGUARD INTL EQUITY I... | 15 | 4 | 0.14% | 0.23% | 0.88% | Q4 2018 | Q3 2023 | 19 |
PRU | PRUDENTIAL FINL INC | 19 | 19 | 0.11% | 0.16% | 0.20% | Q2 2015 | Q4 2019 | 19 |
BNDX | VANGUARD CHARLOTTE FDS | 15 | 4 | 0.08% | 0.12% | 0.43% | Q4 2018 | Q3 2023 | 19 |
VEA | VANGUARD TAX-MANAGED I... | 10 | 4 | 0.07% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 19 |
TGT | TARGET CORP | 16 | 1 | 0.14% | 1.42% | 1.80% | Q2 2013 | Q4 2019 | 17 |
DD | DU PONT E I DE NEMOURS... | 16 | 1 | 0.14% | 0.38% | 0.61% | Q3 2013 | Q4 2019 | 17 |
WTR | AQUA AMERICA INC | 12 | 1 | 0.06% | 0.17% | 0.37% | Q4 2013 | Q3 2019 | 17 |
WM | WASTE MGMT INC DEL | 15 | 2 | 0.14% | 0.17% | 0.20% | Q3 2013 | Q3 2023 | 17 |
FAST | FASTENAL CO | 9 | 8 | 0.07% | 0.11% | 0.15% | Q4 2017 | Q1 2022 | 17 |
HARL | HARLEYSVILLE SVS. FIN.... | 16 | 1 | 0.09% | 0.10% | 0.15% | Q2 2013 | Q4 2019 | 17 |
AMZN | AMAZON COM INC | 15 | 1 | 0.06% | 2.12% | 3.06% | Q3 2018 | Q3 2023 | 16 |
GILD | GILEAD SCIENCES INC | 15 | 1 | 1.28% | 1.70% | 2.09% | Q2 2013 | Q4 2019 | 16 |
ORCL | ORACLE CORP | 15 | 1 | 1.08% | 1.43% | 1.86% | Q2 2013 | Q4 2019 | 16 |
NEE | NEXTERA ENERGY INC | 15 | 1 | 0.11% | 1.32% | 1.87% | Q3 2019 | Q3 2023 | 16 |
LLY | LILLY ELI & CO | 15 | 1 | 0.07% | 0.18% | 0.41% | Q1 2019 | Q3 2023 | 16 |
FIS | FIDELITY NATL INFORMAT... | 9 | 7 | 0.06% | 0.09% | 0.13% | Q1 2018 | Q1 2022 | 16 |
AMT | AMERICAN TOWER CORP NEW | 15 | 15 | 1.13% | 1.66% | 2.18% | Q1 2020 | Q3 2023 | 15 |
ESRX | Express Scripts Holdin... | 13 | 1 | 0.10% | 1.34% | 1.82% | Q2 2013 | Q4 2019 | 15 |
SWKS | SKYWORKS SOLUTIONS INC | 15 | 15 | 0.74% | 1.27% | 2.02% | Q1 2020 | Q3 2023 | 15 |
BBT | BB&T Corp Com | 13 | 1 | 0.11% | 0.83% | 1.86% | Q3 2013 | Q4 2019 | 15 |
WMT | WALMART INC | 15 | 15 | 0.10% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 15 |
UGI | UGI CORP NEW | 13 | 1 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q4 2019 | 15 |
WFC | WELLS FARGO & CO NEW | 14 | 14 | 1.40% | 1.79% | 2.06% | Q2 2013 | Q3 2016 | 14 |
GPN | GLOBAL PMTS INC | 10 | 4 | 0.73% | 1.56% | 2.02% | Q4 2018 | Q2 2022 | 14 |
AXP | AMERICAN EXPRESS CO | 14 | 14 | 1.07% | 1.19% | 1.34% | Q2 2020 | Q3 2023 | 14 |
MGK | VANGUARD WORLD FD | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
MGV | VANGUARD WORLD FD | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
WTRG | ESSENTIAL UTILS INC | 14 | 14 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q2 2023 | 14 |
PCLN | PRICELINE GRP INC | 12 | 1 | 1.13% | 1.73% | 1.99% | Q1 2015 | Q4 2019 | 13 |
EMC | E M C CORP MASS | 13 | 13 | 1.41% | 1.57% | 1.75% | Q2 2013 | Q2 2016 | 13 |
AVGO | BROADCOM INC | 6 | 1 | 0.06% | 0.97% | 1.95% | Q2 2018 | Q3 2023 | 13 |
UPS | UNITED PARCEL SERVICE INC | 13 | 13 | 0.10% | 0.14% | 0.20% | Q1 2020 | Q1 2023 | 13 |
BRKB | BERKSHIRE HATHAWAY INC... | 13 | 13 | 0.09% | 0.12% | 0.14% | Q4 2016 | Q4 2019 | 13 |
CME | CME GROUP INC | 7 | 3 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 13 |
HRS | HARRIS CORP DEL | 11 | 1 | 1.04% | 1.75% | 2.60% | Q4 2016 | Q4 2019 | 12 |
DOW | Dow Chemical Co | 10 | 1 | 0.10% | 0.92% | 1.30% | Q2 2014 | Q4 2019 | 12 |
D | DOMINION ENERGY INC | 8 | 4 | 0.09% | 0.12% | 0.14% | Q4 2017 | Q4 2020 | 12 |
SBUX | STARBUCKS CORP | 8 | 1 | 0.09% | 0.11% | 0.17% | Q3 2013 | Q4 2019 | 12 |
DE | DEERE & CO | 12 | 12 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
BRCM | BROADCOM CORP | 11 | 11 | 0.98% | 1.69% | 2.16% | Q2 2013 | Q4 2015 | 11 |
ROP | ROPER TECHNOLOGIES INC | 11 | 11 | 1.24% | 1.46% | 1.82% | Q1 2021 | Q3 2023 | 11 |
PCP | PRECISION CASTPARTS CORP | 11 | 11 | 1.20% | 1.33% | 1.44% | Q2 2013 | Q4 2015 | 11 |
SPGI | S&P GLOBAL INC | 11 | 11 | 1.13% | 1.28% | 1.44% | Q1 2021 | Q3 2023 | 11 |
ZTS | ZOETIS INC | 11 | 11 | 1.04% | 1.22% | 1.52% | Q1 2021 | Q3 2023 | 11 |
PCAR | PACCAR INC | 7 | 4 | 0.54% | 0.95% | 1.36% | Q1 2018 | Q4 2020 | 11 |
FISV | FISERV INC | 6 | 1 | 0.07% | 0.68% | 1.78% | Q2 2016 | Q1 2022 | 11 |
XLK | SELECT SECTOR SPDR TR | 5 | 1 | 0.08% | 0.63% | 2.25% | Q4 2013 | Q3 2023 | 11 |
MNST | MONSTER BEVERAGE CORP NEW | 8 | 3 | 0.38% | 0.63% | 0.73% | Q1 2019 | Q4 2021 | 11 |
DGX | QUEST DIAGNOSTICS INC | 11 | 11 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q1 2023 | 11 |
HAS | HASBRO INC | 11 | 11 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2022 | 11 |
AVGO | BROADCOM LTD | 9 | 1 | 1.75% | 1.88% | 2.04% | Q1 2016 | Q4 2019 | 10 |
GOOGL | GOOGLE INC | 10 | 10 | 0.94% | 1.67% | 2.24% | Q2 2013 | Q3 2015 | 10 |
CMCSK | COMCAST CORP NEW | 10 | 10 | 1.44% | 1.63% | 1.80% | Q2 2013 | Q3 2015 | 10 |
DOX | AMDOCS LTD | 10 | 10 | 0.12% | 1.47% | 2.34% | Q2 2020 | Q3 2022 | 10 |
BLK | BLACKROCK INC | 10 | 10 | 0.15% | 1.09% | 1.85% | Q2 2021 | Q3 2023 | 10 |
ABT | ABBOTT LABS | 8 | 2 | 0.05% | 0.82% | 1.22% | Q2 2013 | Q3 2023 | 10 |
VFC | V F CORP | 5 | 1 | 0.12% | 0.62% | 1.42% | Q2 2017 | Q1 2020 | 10 |
CI | CIGNA CORPORATION | 9 | 1 | 0.10% | 0.19% | 0.34% | Q2 2015 | Q4 2019 | 10 |
LYB | LYONDELLBASELL INDUSTR... | 10 | 10 | 0.09% | 0.12% | 0.17% | Q2 2017 | Q3 2019 | 10 |
GLW | CORNING INC | 9 | 1 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q1 2022 | 10 |
MDT | MEDTRONIC PLC | 7 | 1 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q2 2023 | 10 |
CDW | CDW CORP | 10 | 10 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
ORLY | OREILLY AUTOMOTIVE INC | 9 | 9 | 0.09% | 1.56% | 2.15% | Q2 2020 | Q2 2022 | 9 |
BEN | FRANKLIN RES INC | 9 | 9 | 1.41% | 1.52% | 1.83% | Q2 2013 | Q2 2015 | 9 |
MON | MONSANTO CO NEW | 9 | 9 | 0.89% | 1.16% | 1.46% | Q2 2013 | Q2 2015 | 9 |
ACN | ACCENTURE PLC IRELAND | 5 | 4 | 0.06% | 0.68% | 1.26% | Q2 2021 | Q3 2023 | 9 |
KMI | KINDER MORGAN INC DEL | 5 | 1 | 0.06% | 0.15% | 0.24% | Q1 2016 | Q3 2023 | 9 |
VNQ | VANGUARD INDEX FDS | 3 | 1 | 0.06% | 0.09% | 0.19% | Q1 2019 | Q4 2022 | 9 |
AB GLOBAL BOND ADVISOR | 8 | 8 | 0.99% | 1.64% | 2.66% | Q4 2021 | Q3 2023 | 8 | |
ADP | AUTOMATIC DATA PROCESS... | 4 | 4 | 0.74% | 1.45% | 1.95% | Q4 2018 | Q4 2020 | 8 |
SYY | SYSCO CORP | 6 | 2 | 0.09% | 0.38% | 1.37% | Q2 2013 | Q2 2021 | 8 |
NFLX | NETFLIX INC | 5 | 1 | 0.10% | 0.15% | 0.21% | Q4 2013 | Q1 2016 | 8 |
GPC | GENUINE PARTS CO | 6 | 2 | 0.07% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 8 |
PWR | QUANTA SVCS INC | 6 | 2 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 8 |
BKNG | BOOKING HLDGS INC | 6 | 1 | 1.46% | 1.67% | 1.82% | Q2 2018 | Q1 2020 | 7 |
MDLZ | MONDELEZ INTL INC | 7 | 7 | 0.61% | 1.05% | 1.31% | Q1 2022 | Q3 2023 | 7 |
SSNC | SS&C TECHNOLOGIES HLDG... | 7 | 7 | 0.60% | 1.04% | 1.20% | Q1 2022 | Q3 2023 | 7 |
MKSI | MKS INSTRS INC | 7 | 7 | 0.50% | 0.98% | 1.37% | Q1 2022 | Q3 2023 | 7 |
DHI | D R HORTON INC | 7 | 7 | 0.05% | 0.91% | 1.59% | Q4 2021 | Q2 2023 | 7 |
WSFS | WSFS FINL CORP | 7 | 7 | 0.14% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
ROK | ROCKWELL AUTOMATION INC | 6 | 1 | 0.06% | 0.10% | 0.11% | Q1 2017 | Q2 2021 | 7 |
MS | MORGAN STANLEY | 6 | 1 | 0.06% | 0.07% | 0.10% | Q3 2014 | Q3 2022 | 7 |
FLO | FLOWERS FOODS INC | 4 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 7 |
SPAB | SPDR SER TR | 6 | 6 | 0.56% | 2.09% | 2.72% | Q2 2022 | Q3 2023 | 6 |
ETN | EATON CORP PLC | 6 | 6 | 0.31% | 0.37% | 0.42% | Q2 2018 | Q3 2019 | 6 |
XLP | SELECT SECTOR SPDR TR | 2 | 1 | 0.06% | 0.16% | 0.36% | Q4 2015 | Q4 2020 | 6 |
BRKA | BERKSHIRE HATHAWAY INC... | 4 | 2 | 0.09% | 0.10% | 0.10% | Q3 2014 | Q2 2016 | 6 |
VTI | VANGUARD INDEX FDS | 5 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2023 | 6 |
REGN | REGENERON PHARMACEUTICALS | 5 | 5 | 1.15% | 1.55% | 1.96% | Q3 2022 | Q3 2023 | 5 |
STT | STATE STR CORP | 5 | 5 | 0.11% | 1.53% | 2.08% | Q2 2013 | Q2 2014 | 5 |
KORS | MICHAEL KORS HLDGS LTD | 5 | 5 | 1.00% | 1.24% | 1.46% | Q1 2014 | Q1 2015 | 5 |
IQV | IQVIA HLDGS INC | 5 | 5 | 0.06% | 0.98% | 1.30% | Q1 2020 | Q1 2021 | 5 |
XLV | SELECT SECTOR SPDR TR | 2 | 1 | 0.10% | 0.21% | 0.48% | Q4 2016 | Q4 2022 | 5 |
IVZ | INVESCO LTD | 3 | 2 | 0.08% | 0.13% | 0.15% | Q2 2018 | Q3 2019 | 5 |
RGLD | ROYAL GOLD INC | 5 | 5 | 0.09% | 0.10% | 0.13% | Q2 2021 | Q2 2022 | 5 |
AVY | AVERY DENNISON CORP | 4 | 1 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q3 2021 | 5 |
ACHN | ACHILLION PHARMACEUTIC... | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
DXC | DXC TECHNOLOGY CO | 4 | 4 | 0.60% | 1.01% | 1.44% | Q4 2018 | Q3 2019 | 4 |
DOFSQ | DIAMOND OFFSHORE DRILL... | 4 | 4 | 0.11% | 0.93% | 1.42% | Q2 2013 | Q1 2014 | 4 |
SRE | SEMPRA ENERGY | 4 | 4 | 0.76% | 0.82% | 0.88% | Q1 2020 | Q4 2020 | 4 |
FCX | FREEPORT-MCMORAN COPPE... | 4 | 4 | 0.10% | 0.64% | 0.86% | Q2 2013 | Q1 2014 | 4 |
KHC | KRAFT HEINZ CO | 4 | 4 | 0.07% | 0.57% | 1.09% | Q2 2018 | Q1 2019 | 4 |
AME | AMETEK INC NEW | 2 | 1 | 0.14% | 0.52% | 0.94% | Q4 2014 | Q4 2019 | 4 |
XLF | SELECT SECTOR SPDR TR | 2 | 1 | 0.10% | 0.42% | 0.77% | Q4 2015 | Q4 2022 | 4 |
XLI | SELECT SECTOR SPDR TR | 2 | 1 | 0.17% | 0.37% | 0.51% | Q4 2015 | Q4 2022 | 4 |
DWDP | DOWDUPONT INC | 4 | 4 | 0.10% | 0.23% | 0.40% | Q2 2018 | Q1 2019 | 4 |
COL | ROCKWELL COLLINS INC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q3 2017 | Q2 2018 | 4 |
ADI | ANALOG DEVICES INC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
LRCX | LAM RESEARCH CORP | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
PEG | PUBLIC SVC ENTERPRISE ... | 3 | 1 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2020 | 4 |
XLY | SELECT SECTOR SPDR TR | 2 | 1 | 0.59% | 0.74% | 0.83% | Q4 2018 | Q4 2022 | 3 |
MDYG | SPDR SER TR | 3 | 3 | 0.07% | 0.53% | 0.94% | Q3 2022 | Q1 2023 | 3 |
ADM | ARCHER DANIELS MIDLAND CO | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2019 | Q3 2019 | 3 |
BX | BLACKSTONE INC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
KSS | KOHLS CORP | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q3 2019 | 3 |
ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BMY | BRISTOL-MYERS SQUIBB CO | 2 | 1 | 0.06% | 0.07% | 0.09% | Q2 2016 | Q3 2021 | 3 |
SNPS | SYNOPSYS INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
WHR | WHIRLPOOL CORP | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
MPW | MEDICAL PPTYS TRUST INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
T ROWE PRICE TAX FREE HY | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q3 2017 | 3 | |
JANUS HENDERSON ENTERP... | 2 | 2 | 3.36% | 3.71% | 4.06% | Q2 2018 | Q3 2018 | 2 | |
NYX | NYSE EURONEXT | 2 | 2 | 2.10% | 2.12% | 2.14% | Q2 2013 | Q3 2013 | 2 |
JANUS HENDERSON ENTERP... | 2 | 2 | 1.05% | 1.19% | 1.33% | Q2 2018 | Q3 2018 | 2 | |
EL | LAUDER ESTEE COS INC | 2 | 2 | 0.86% | 1.18% | 1.50% | Q2 2023 | Q3 2023 | 2 |
POOL | POOL CORP | 2 | 2 | 1.12% | 1.14% | 1.16% | Q2 2023 | Q3 2023 | 2 |
CRM | SALESFORCE INC | 2 | 2 | 1.12% | 1.12% | 1.13% | Q2 2023 | Q3 2023 | 2 |
CRL | CHARLES RIV LABS INTL INC | 2 | 2 | 1.11% | 1.12% | 1.12% | Q2 2023 | Q3 2023 | 2 |
GOOG | GOOGLE INC | 2 | 2 | 0.10% | 0.43% | 0.77% | Q2 2014 | Q3 2014 | 2 |
JNK | SPDR SER TR | 2 | 2 | 0.07% | 0.21% | 0.35% | Q3 2022 | Q4 2022 | 2 |
BK | BANK NEW YORK MELLON CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2019 | 2 |
GOOG | ALPHABET INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2019 | 2 |
HAL | HALLIBURTON CO | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2014 | Q3 2014 | 2 |
STX | SEAGATE TECHNOLOGY PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2019 | 2 |
WSO | WATSCO INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
FTNT | FORTINET INC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
IVV | ISHARES TR | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
GUGGENHEIM FLOATING RA... | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 | |
URI | UNITED RENTALS INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
NOW | SERVICENOW INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
DAR | DARLING INGREDIENTS INC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 2 |
PLD | PROLOGIS INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
STL | STERLING BANCORP DEL | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q1 2014 | 2 |
VRSK | VERISK ANALYTICS INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
PXD | PIONEER NAT RES CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
DVY | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q1 2021 | 2 |
VEEV | VEEVA SYS INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
F | FORD MTR CO DEL | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
AMX | AMERICA MOVIL SAB DE CV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2019 | 2 |
AEMD | Aethlon Medical Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Amerisource Bergen Corp | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2014 | Q4 2014 | 1 | |
A | AGILENT TECHNOLOGIES INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2023 | Q3 2023 | 1 |
VDE | VANGUARD WORLD FDS | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
GLD | SPDR GOLD TRUST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
ITW | ILLINOIS TOOL WKS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
IWF | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
ECL | ECOLAB INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
STX | SEAGATE TECHNOLOGY HLD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
DBC | INVESCO DB COMMDY INDX... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
CRC | CALIFORNIA RES CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
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The securities at the top of the list , including UNIVEST FINANCIAL CORPORATIO, JOHNSON & JOHNSON, and APPLE INC, are the highest-conviction holdings of UNIVEST FINANCIAL Corp.
The conviction is calculated by counting the number of quarters a security has been reported by UNIVEST FINANCIAL Corp. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that UNIVEST FINANCIAL Corp owns currently or has owned in the past.