UNIVEST FINANCIAL Corp Diversified Active

CIK: 0000102212 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 6, 2013

Total Value ($000): $187,517 (100.0% shares, 0.0% debt)

Holdings (76)

UVSP UNIVEST CORP PA 9.7%
Value ($000) $18,127 Shares 961,634 Est. Cost $17.73 Unrealized +11.5%
XLU SELECT SECTOR SPDR TR 2.5%
Value ($000) $4,628 Shares 123,858 Est. Cost $37.63 Unrealized
NYSE EURONEXT 2.1%
Value ($000) $3,936 Shares 93,752 Est. Cost $41.40 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $3,903 Shares 45,361 Est. Cost $53.69 Unrealized +0.9%
GOOGLE INC 2.1%
Value ($000) $3,901 Shares 4,454 Est. Cost $880.47 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $3,891 Shares 75,274 Est. Cost $36.31 Unrealized +6.1%
WFC WELLS FARGO & CO NEW 2.0%
Value ($000) $3,736 Shares 90,409 Est. Cost $27.39 Unrealized +10.2%
STT STATE STR CORP 2.0%
Value ($000) $3,715 Shares 56,501 Est. Cost $44.60 Unrealized +10.4%
AAPL APPLE INC 1.9%
Value ($000) $3,580 Shares 7,509 Est. Cost $13.16 Unrealized +8.5%
ALL ALLSTATE CORP 1.9%
Value ($000) $3,550 Shares 70,224 Est. Cost $37.12 Unrealized +3.9%
DISCOVER FINL SVCS 1.9%
Value ($000) $3,529 Shares 69,829 Est. Cost $47.65 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $3,512 Shares 46,456 Est. Cost $55.02 Unrealized +2.2%
GILD GILEAD SCIENCES INC 1.9%
Value ($000) $3,511 Shares 55,841 Est. Cost $36.21 Unrealized +14.7%
QCOM QUALCOMM INC 1.9%
Value ($000) $3,491 Shares 51,862 Est. Cost $45.06 Unrealized +3.3%
HD HOME DEPOT INC 1.8%
Value ($000) $3,384 Shares 44,616 Est. Cost $56.05 Unrealized +3.2%
DIS DISNEY WALT CO 1.8%
Value ($000) $3,309 Shares 51,307 Est. Cost $56.11 Unrealized +1.5%
OXY OCCIDENTAL PETE CORP DEL 1.8%
Value ($000) $3,309 Shares 35,370 Est. Cost $57.83 Unrealized +2.4%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $3,308 Shares 38,154 Est. Cost $59.85 Unrealized +6.2%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $3,277 Shares 37,085 Est. Cost $52.90 Unrealized +11.5%
COMCAST CORP NEW 1.7%
Value ($000) $3,178 Shares 73,300 Est. Cost $39.66 Unrealized
COP CONOCOPHILLIPS 1.7%
Value ($000) $3,171 Shares 45,623 Est. Cost $39.96 Unrealized +11.3%
AMAT APPLIED MATLS INC 1.7%
Value ($000) $3,159 Shares 180,168 Est. Cost $12.22 Unrealized +10.8%
NKE NIKE INC 1.7%
Value ($000) $3,118 Shares 42,923 Est. Cost $26.53 Unrealized +5.3%
BEN FRANKLIN RES INC 1.6%
Value ($000) $3,059 Shares 60,518 Est. Cost $29.21 Unrealized -1.7%
KO COCA COLA CO 1.6%
Value ($000) $3,028 Shares 79,947 Est. Cost $27.84 Unrealized -3.8%
T AT&T INC 1.6%
Value ($000) $2,991 Shares 88,424 Est. Cost $11.38 Unrealized -3.7%
E M C CORP MASS 1.6%
Value ($000) $2,987 Shares 116,850 Est. Cost $23.62 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $2,938 Shares 62,953 Est. Cost $27.04 Unrealized -3.4%
GIS GENERAL MLS INC 1.6%
Value ($000) $2,933 Shares 61,196 Est. Cost $32.00 Unrealized +2.8%
HON HONEYWELL INTL INC 1.5%
Value ($000) $2,906 Shares 34,991 Est. Cost $53.13 Unrealized +8.2%
KMB KIMBERLY CLARK CORP 1.5%
Value ($000) $2,881 Shares 30,582 Est. Cost $63.00 Unrealized -3.0%
MMM 3M CO 1.5%
Value ($000) $2,864 Shares 23,981 Est. Cost $61.26 Unrealized +7.7%
ORCL ORACLE CORP 1.5%
Value ($000) $2,855 Shares 86,068 Est. Cost $27.58 Unrealized -1.9%
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $2,785 Shares 15,041 Est. Cost $118.94 Unrealized -6.2%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $2,781 Shares 27,808 Est. Cost $78.18 Unrealized +3.1%
UNP UNION PAC CORP 1.5%
Value ($000) $2,761 Shares 17,775 Est. Cost $57.06 Unrealized +5.4%
TGT TARGET CORP 1.5%
Value ($000) $2,743 Shares 42,865 Est. Cost $47.91 Unrealized -1.5%
COR AMERISOURCEBERGEN CORP 1.4%
Value ($000) $2,714 Shares 44,413 Est. Cost $38.92 Unrealized +8.2%
MCD MCDONALDS CORP 1.4%
Value ($000) $2,699 Shares 28,058 Est. Cost $71.78 Unrealized -1.7%
AETNA INC NEW 1.4%
Value ($000) $2,664 Shares 41,611 Est. Cost $63.53 Unrealized
UNITED TECHNOLOGIES CORP 1.4%
Value ($000) $2,622 Shares 24,314 Est. Cost $92.92 Unrealized
PRECISION CASTPARTS CORP 1.3%
Value ($000) $2,495 Shares 10,978 Est. Cost $225.98 Unrealized
PSX PHILLIPS 66 1.3%
Value ($000) $2,449 Shares 42,351 Est. Cost $40.44 Unrealized -7.3%
DIAMOND OFFSHORE DRILLING IN 1.3%
Value ($000) $2,439 Shares 39,140 Est. Cost $68.56 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $2,389 Shares 53,406 Est. Cost $26.61 Unrealized +2.1%
CAT CATERPILLAR INC DEL 1.3%
Value ($000) $2,369 Shares 28,402 Est. Cost $61.55 Unrealized +0.1%
EXPRESS SCRIPTS HLDG CO 1.2%
Value ($000) $2,318 Shares 37,511 Est. Cost $61.74 Unrealized
BROADCOM CORP 1.2%
Value ($000) $2,226 Shares 85,556 Est. Cost $33.63 Unrealized
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $2,218 Shares 25,615 Est. Cost $49.78 Unrealized -4.8%
V VISA INC 1.1%
Value ($000) $2,118 Shares 11,084 Est. Cost $40.08 Unrealized +5.6%
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $2,031 Shares 19,060 Est. Cost $61.55 Unrealized +13.9%
PPL PPL CORP 1.0%
Value ($000) $1,934 Shares 63,657 Est. Cost $16.37 Unrealized +0.5%
SYY SYSCO CORP 1.0%
Value ($000) $1,837 Shares 57,711 Est. Cost $24.40 Unrealized -1.7%
MONSANTO CO NEW 0.9%
Value ($000) $1,712 Shares 16,399 Est. Cost $98.83 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.9%
Value ($000) $1,608 Shares 48,619 Est. Cost $24.45 Unrealized +5.0%
ABT ABBOTT LABS 0.7%
Value ($000) $1,243 Shares 37,448 Est. Cost $28.85 Unrealized -4.0%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,147 Shares 24,086 Est. Cost $30.18 Unrealized +2.6%
GENERAL ELECTRIC CO 0.5%
Value ($000) $931 Shares 38,966 Est. Cost $23.26 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $791 Shares 6,510 Est. Cost $71.42 Unrealized +2.3%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $628 Shares 17,544 Est. Cost $21.82 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $592 Shares 5,137 Est. Cost $91.64 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $557 Shares 7,682 Est. Cost $47.34 Unrealized +8.4%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $540 Shares 6,980 Est. Cost $57.54 Unrealized -0.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $386 Shares 3,027 Est. Cost $73.67 Unrealized +16.8%
INTC INTEL CORP 0.2%
Value ($000) $328 Shares 14,322 Est. Cost $17.06 Unrealized -0.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $324 Shares 4,208 Est. Cost $28.27 Unrealized 0.0%
PPG PPG INDS INC 0.2%
Value ($000) $309 Shares 1,850 Est. Cost $59.61 Unrealized +8.4%
EXC EXELON CORP 0.2%
Value ($000) $286 Shares 9,642 Est. Cost $15.09 Unrealized -7.1%
PEP PEPSICO INC 0.1%
Value ($000) $274 Shares 3,444 Est. Cost $56.75 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $262 Shares 4,479 Est. Cost $58.50 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $259 Shares 6,283 Est. Cost $32.03 Unrealized 0.0%
BB&T CORP 0.1%
Value ($000) $248 Shares 7,356 Est. Cost $33.71 Unrealized
Harleysville Savings Financial 0.1%
Value ($000) $241 Shares 13,038 Est. Cost $19.02 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $213 Shares 2,300 Est. Cost $65.69 Unrealized +6.1%
MSFT MICROSOFT CORP 0.1%
Value ($000) $202 Shares 6,074 Est. Cost $27.00 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $179 Shares 12,971 Est. Cost $10.13 Unrealized +10.8%