Univest Financial Corp Incresed Positions in Q4 2024

Univest Financial Corp

  • $1.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
937
+ 7.95%
N/A
12.7K $3.13M
SNA
Snap On Inc

Industrials
49
+ 1.29%
$285.44 - $371.35 $14K - $18.2K
3.83K $1.3M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.09K
+ 115.9%
$55.1 - $61.74 $225K - $253K
7.62K $421K
KMI
Kinder Morgan, Inc.

Energy
735
+ 2.15%
$22.59 - $28.54 $16.6K - $21K
34.9K $956K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.21K
+ 13.87%
$84.34 - $95.14 $186K - $210K
18.1K $1.58M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.42K
+ 12.5%
$86.65 - $94.9 $210K - $230K
21.8K $1.89M
SPMD
Spdr Portfolio

ETFs
3.22K
+ 19.75%
$54.13 - $59.56 $174K - $192K
19.5K $1.07M
MGK
Vanguard Mega Cap Growth ETF

ETFs
405
+ 46.71%
$316.94 - $357.88 $128K - $145K
1.27K $436K
XLF
Financial Sector Spdr

ETFs
1.95K
+ 10.02%
$44.89 - $51.34 $87.6K - $100K
21.4K $1.04M
CME
Cme Group Inc.

Financial Services
78
+ 0.76%
$221.17 - $246.02 $17.3K - $19.2K
10.3K $2.39M
RMD
Resmed Inc

Healthcare
1.47K
+ 10.23%
$228.69 - $256.07 $336K - $376K
15.8K $3.62M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.37K
+ 10.07%
$148.29 - $166.93 $499K - $562K
36.8K $5.48M
XLI
Industrial Sector Spdr

ETFs
910
+ 25.28%
$131.76 - $143.99 $120K - $131K
4.51K $594K
MBB
Ishares Tr

ETFs
2.02K
+ 10.08%
$91.26 - $95.82 $184K - $193K
22K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 0.78%
$570.51 - $610.59 $26.2K - $28.1K
5.91K $3.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
978
+ 8.05%
$160.89 - $176.18 $157K - $172K
13.1K $2.12M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$54.98 - $77.35 $55 - $77.4
6.09K $428K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.15K
+ 20.46%
$57.29 - $63.1 $123K - $136K
12.7K $727K
PWR
Quanta Services, Inc.

Industrials
64
+ 3.06%
$296.05 - $346.6 $18.9K - $22.2K
2.15K $680K
INGR
Ingredion Inc

Consumer Defensive
395
+ 4.27%
$132.76 - $154.86 $52.4K - $61.2K
9.65K $1.33M
IWP
Ishares Russell Mid Cap Growth

ETFs
60
+ 1.22%
$116.4 - $138.52 $6.98K - $8.31K
4.96K $628K
MS
Morgan Stanley

Financial Services
8
+ 0.32%
$104.42 - $134.99 $835 - $1.08K
2.47K $310K
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.02%
$70.82 - $81.87 $70.8 - $81.9
4.63K $355K
VO
Vanguard Mid Cap ETF

ETFs
80
+ 4.56%
$261.5 - $284.63 $20.9K - $22.8K
1.83K $484K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.12%
$241.48 - $274.89 $483 - $550
1.66K $420K
RPM
Rpm International Inc

Basic Materials
95
+ 5.5%
$120.09 - $140.26 $11.4K - $13.3K
1.82K $224K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.17K
+ 219.06%
$26.93 - $84.95 $193K - $609K
10.4K $285K
COP
Conocophillips

Energy
448
+ 7.18%
$95.12 - $114.72 $42.6K - $51.4K
6.69K $663K
WEC
Wec Energy Group, Inc.

Utilities
467
+ 2.38%
$92.94 - $101.82 $43.4K - $47.5K
20.1K $1.89M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.09%
N/A
3.52K $641K
CRH.L
Crh PLC

Basic Materials
557
+ 5.32%
N/A
11K $0
CVX
Chevron Corp

Energy
274
+ 1.67%
$141.15 - $162.53 $38.7K - $44.5K
16.7K $2.41M
Te Connectivity PLC
26.3K
+ 52.97%
N/A
76.1K $0
GE
General Electric CO

Industrials
315
+ 13.01%
$159.95 - $194.23 $50.4K - $61.2K
2.74K $456K
RTX
Raytheon Technologies Corp

Industrials
148
+ 3.38%
$114.45 - $127.21 $16.9K - $18.8K
4.52K $523K
VCIT
Vanguard Intermediate Term Cor

ETFs
7
+ 0.24%
$80.13 - $83.77 $561 - $586
2.92K $233K
TT
Trane Technologies PLC

Industrials
1
+ 0.14%
$369.35 - $419.14 $369 - $419
720 $265K
PPL
Ppl Corp

Utilities
13
+ 0.06%
$31.47 - $35.0 $409 - $455
23.5K $763K
ORCL
Oracle Corp

Technology
1
+ 0.03%
$165.41 - $192.43 $165 - $192
4K $666K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
669
+ 3.66%
$38.37 - $42.82 $25.7K - $28.6K
19K $727K
ACN
Accenture PLC

Technology
96
+ 0.26%
$343.9 - $376.86 $33K - $36.2K
36.4K $12.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.02%
$442.29 - $483.08 $442 - $483
5.38K $2.44M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1
+ 0.01%
$37.12 - $41.23 $37.1 - $41.2
9.9K $367K
WM
Waste Management Inc

Industrials
110
+ 0.94%
$201.79 - $228.46 $22.2K - $25.1K
11.8K $2.38M
PSX
Phillips 66

Energy
5
+ 0.16%
$110.35 - $138.93 $552 - $695
3.2K $364K
WSO
Watsco Inc

Industrials
26
+ 0.53%
$466.57 - $568.78 $12.1K - $14.8K
4.93K $2.34M
HSY
Hershey CO

Consumer Defensive
68
+ 1.53%
$168.67 - $193.65 $11.5K - $13.2K
4.5K $762K
ECL
Ecolab Inc.

Basic Materials
1.32K
+ 6.96%
$234.32 - $261.43 $310K - $345K
20.3K $4.76M
ADI
Analog Devices Inc

Technology
155
+ 2.11%
$206.35 - $236.48 $32K - $36.7K
7.49K $1.59M
Activity Summary
Buys All Purchases 127 New Holdings 16 Increased Positions 111 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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