UNIVEST FINANCIAL Corp Diversified Active

CIK: 0000102212 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 7, 2014

Total Value ($000): $202,808 (100.0% shares, 0.0% debt)

Holdings (79)

UVSP UNIVEST CORP PA 10.2%
Value ($000) $20,674 Shares 999,718 Est. Cost $17.81 Unrealized +11.9%
XLU SELECT SECTOR SPDR TR 2.4%
Value ($000) $4,856 Shares 127,879 Est. Cost $37.64 Unrealized
GOOGLE INC 2.2%
Value ($000) $4,515 Shares 4,029 Est. Cost $880.47 Unrealized
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $4,449 Shares 76,079 Est. Cost $36.35 Unrealized +9.0%
WFC WELLS FARGO & CO NEW 2.1%
Value ($000) $4,180 Shares 92,069 Est. Cost $27.46 Unrealized +12.1%
STT STATE STR CORP 2.0%
Value ($000) $4,122 Shares 56,164 Est. Cost $44.60 Unrealized +13.5%
DIS DISNEY WALT CO 2.0%
Value ($000) $4,080 Shares 53,399 Est. Cost $56.33 Unrealized +9.5%
DISCOVER FINL SVCS 1.9%
Value ($000) $3,873 Shares 69,215 Est. Cost $47.65 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $3,858 Shares 6,877 Est. Cost $13.16 Unrealized +24.4%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $3,831 Shares 47,061 Est. Cost $55.06 Unrealized +5.4%
ALL ALLSTATE CORP 1.8%
Value ($000) $3,739 Shares 68,563 Est. Cost $37.12 Unrealized +10.7%
BEN FRANKLIN RES INC 1.8%
Value ($000) $3,705 Shares 64,173 Est. Cost $29.38 Unrealized +9.4%
QCOM QUALCOMM INC 1.8%
Value ($000) $3,597 Shares 48,451 Est. Cost $45.06 Unrealized +11.8%
KO COCA COLA CO 1.8%
Value ($000) $3,573 Shares 86,487 Est. Cost $27.77 Unrealized -3.0%
GILD GILEAD SCIENCES INC 1.8%
Value ($000) $3,562 Shares 47,426 Est. Cost $36.21 Unrealized +33.6%
ICE INTERCONTINENTALEXCHANGE GRO 1.8%
Value ($000) $3,556 Shares 15,811 Est. Cost $35.28 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $3,518 Shares 38,407 Est. Cost $59.85 Unrealized +9.9%
COMCAST CORP NEW 1.7%
Value ($000) $3,462 Shares 69,407 Est. Cost $39.66 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $3,409 Shares 64,550 Est. Cost $27.26 Unrealized +11.5%
HD HOME DEPOT INC 1.7%
Value ($000) $3,370 Shares 40,932 Est. Cost $56.05 Unrealized +4.8%
ORCL ORACLE CORP 1.6%
Value ($000) $3,285 Shares 85,857 Est. Cost $27.58 Unrealized +4.4%
NKE NIKE INC 1.6%
Value ($000) $3,196 Shares 40,635 Est. Cost $26.53 Unrealized +23.9%
KMB KIMBERLY CLARK CORP 1.5%
Value ($000) $3,136 Shares 30,025 Est. Cost $63.00 Unrealized +5.3%
GIS GENERAL MLS INC 1.5%
Value ($000) $3,130 Shares 62,715 Est. Cost $32.02 Unrealized +2.7%
T AT&T INC 1.5%
Value ($000) $3,122 Shares 88,801 Est. Cost $11.38 Unrealized -1.8%
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $3,120 Shares 34,628 Est. Cost $52.90 Unrealized +23.0%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $3,106 Shares 28,108 Est. Cost $78.26 Unrealized +9.6%
TGT TARGET CORP 1.5%
Value ($000) $3,101 Shares 49,017 Est. Cost $47.49 Unrealized -6.1%
HON HONEYWELL INTL INC 1.5%
Value ($000) $3,042 Shares 33,293 Est. Cost $53.13 Unrealized +14.5%
MMM 3M CO 1.5%
Value ($000) $3,028 Shares 21,591 Est. Cost $61.26 Unrealized +18.6%
AMAT APPLIED MATLS INC 1.5%
Value ($000) $3,012 Shares 170,336 Est. Cost $12.22 Unrealized +21.6%
OXY OCCIDENTAL PETE CORP DEL 1.5%
Value ($000) $3,011 Shares 31,659 Est. Cost $57.83 Unrealized +9.6%
COP CONOCOPHILLIPS 1.5%
Value ($000) $2,983 Shares 42,220 Est. Cost $39.96 Unrealized +21.1%
EXPRESS SCRIPTS HLDG CO 1.5%
Value ($000) $2,983 Shares 42,468 Est. Cost $62.73 Unrealized
PSX PHILLIPS 66 1.5%
Value ($000) $2,982 Shares 38,658 Est. Cost $40.44 Unrealized +7.4%
E M C CORP MASS 1.4%
Value ($000) $2,914 Shares 115,882 Est. Cost $23.62 Unrealized
V VISA INC 1.4%
Value ($000) $2,900 Shares 13,021 Est. Cost $41.00 Unrealized +12.9%
UNP UNION PAC CORP 1.4%
Value ($000) $2,882 Shares 17,154 Est. Cost $57.06 Unrealized +6.1%
AETNA INC NEW 1.4%
Value ($000) $2,866 Shares 41,784 Est. Cost $63.53 Unrealized
COR AMERISOURCEBERGEN CORP 1.4%
Value ($000) $2,855 Shares 40,612 Est. Cost $38.92 Unrealized +24.7%
MCD MCDONALDS CORP 1.4%
Value ($000) $2,846 Shares 29,332 Est. Cost $71.70 Unrealized -2.4%
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $2,795 Shares 30,781 Est. Cost $61.64 Unrealized +1.7%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $2,782 Shares 56,614 Est. Cost $27.04 Unrealized -1.6%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $2,766 Shares 14,745 Est. Cost $118.94 Unrealized -10.5%
PRECISION CASTPARTS CORP 1.3%
Value ($000) $2,714 Shares 10,077 Est. Cost $225.98 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,591 Shares 25,601 Est. Cost $53.69 Unrealized +4.2%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $2,587 Shares 22,733 Est. Cost $92.92 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $2,319 Shares 19,482 Est. Cost $94.23 Unrealized +1.0%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $2,172 Shares 24,931 Est. Cost $49.78 Unrealized -3.9%
BROADCOM CORP 1.0%
Value ($000) $1,985 Shares 66,956 Est. Cost $33.63 Unrealized
PPL PPL CORP 1.0%
Value ($000) $1,974 Shares 65,589 Est. Cost $16.37 Unrealized +0.0%
APD AIR PRODS & CHEMS INC 1.0%
Value ($000) $1,927 Shares 17,238 Est. Cost $61.55 Unrealized +21.6%
SU SUNCOR ENERGY INC NEW 0.9%
Value ($000) $1,895 Shares 54,060 Est. Cost $22.75 Unrealized +2.0%
MONSANTO CO NEW 0.9%
Value ($000) $1,810 Shares 15,531 Est. Cost $98.83 Unrealized
DIAMOND OFFSHORE DRILLING IN 0.9%
Value ($000) $1,797 Shares 31,578 Est. Cost $68.56 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.9%
Value ($000) $1,749 Shares 46,341 Est. Cost $24.45 Unrealized +23.0%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,251 Shares 24,987 Est. Cost $30.22 Unrealized +3.5%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,234 Shares 13,945 Est. Cost $88.49 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $1,078 Shares 38,455 Est. Cost $23.26 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,062 Shares 29,712 Est. Cost $35.74 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $790 Shares 6,327 Est. Cost $71.42 Unrealized +1.5%
AQUA AMERICA INC 0.4%
Value ($000) $746 Shares 31,642 Est. Cost $23.58 Unrealized
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $654 Shares 7,043 Est. Cost $57.54 Unrealized +14.2%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $631 Shares 8,133 Est. Cost $47.59 Unrealized +9.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $461 Shares 3,100 Est. Cost $74.22 Unrealized +30.9%
INTC INTEL CORP 0.2%
Value ($000) $354 Shares 13,632 Est. Cost $17.06 Unrealized +5.0%
PPG PPG INDS INC 0.2%
Value ($000) $341 Shares 1,800 Est. Cost $59.61 Unrealized +22.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $308 Shares 6,870 Est. Cost $32.19 Unrealized +5.2%
EXC EXELON CORP 0.1%
Value ($000) $299 Shares 10,904 Est. Cost $14.85 Unrealized -12.2%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $291 Shares 4,479 Est. Cost $58.50 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $286 Shares 3,444 Est. Cost $56.75 Unrealized +1.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $251 Shares 3,208 Est. Cost $28.27 Unrealized +10.4%
MSFT MICROSOFT CORP 0.1%
Value ($000) $249 Shares 6,653 Est. Cost $27.26 Unrealized +10.1%
Harleysville Savings Financial 0.1%
Value ($000) $235 Shares 13,034 Est. Cost $19.02 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $224 Shares 2,300 Est. Cost $65.69 Unrealized +9.9%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $223 Shares 3,523 Est. Cost $19.54 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $206 Shares 560 Est. Cost $4.91 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $202 Shares 12,971 Est. Cost $10.13 Unrealized +15.3%
STERLING BANCORP DEL 0.1%
Value ($000) $140 Shares 10,476 Est. Cost $13.36 Unrealized