UNIVEST FINANCIAL Corp Diversified Active

CIK: 0000102212 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 2, 2014

Total Value ($000): $200,507 (100.0% shares, 0.0% debt)

Holdings (78)

UVSP UNIVEST CORP PA 9.8%
Value ($000) $19,742 Shares 962,077 Est. Cost $17.81 Unrealized +9.1%
XLU SELECT SECTOR SPDR TR 2.2%
Value ($000) $4,361 Shares 105,196 Est. Cost $37.64 Unrealized
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $4,047 Shares 66,659 Est. Cost $36.35 Unrealized +15.8%
WFC WELLS FARGO & CO NEW 2.0%
Value ($000) $4,006 Shares 80,545 Est. Cost $27.46 Unrealized +21.7%
DIS DISNEY WALT CO 2.0%
Value ($000) $3,920 Shares 48,958 Est. Cost $56.33 Unrealized +23.7%
AAPL APPLE INC 1.9%
Value ($000) $3,894 Shares 7,254 Est. Cost $13.34 Unrealized +24.3%
QCOM QUALCOMM INC 1.9%
Value ($000) $3,812 Shares 48,337 Est. Cost $45.06 Unrealized +19.9%
ORCL ORACLE CORP 1.9%
Value ($000) $3,737 Shares 91,351 Est. Cost $27.85 Unrealized +14.8%
ALL ALLSTATE CORP 1.9%
Value ($000) $3,737 Shares 66,044 Est. Cost $37.12 Unrealized +11.9%
PNC PNC FINL SVCS GROUP INC 1.9%
Value ($000) $3,729 Shares 42,864 Est. Cost $55.05 Unrealized +3.2%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $3,688 Shares 37,541 Est. Cost $59.85 Unrealized +11.3%
DISCOVER FINL SVCS 1.8%
Value ($000) $3,667 Shares 63,018 Est. Cost $47.65 Unrealized
HD HOME DEPOT INC 1.8%
Value ($000) $3,645 Shares 46,067 Est. Cost $56.52 Unrealized +6.6%
TGT TARGET CORP 1.8%
Value ($000) $3,608 Shares 59,634 Est. Cost $46.45 Unrealized -10.3%
GOOGLE INC 1.8%
Value ($000) $3,514 Shares 3,153 Est. Cost $880.47 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $3,460 Shares 67,311 Est. Cost $27.44 Unrealized +14.8%
E M C CORP MASS 1.7%
Value ($000) $3,459 Shares 126,203 Est. Cost $23.93 Unrealized
BROADCOM CORP 1.7%
Value ($000) $3,425 Shares 108,836 Est. Cost $32.80 Unrealized
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $3,385 Shares 28,910 Est. Cost $78.63 Unrealized +16.3%
EXPRESS SCRIPTS HLDG CO 1.6%
Value ($000) $3,291 Shares 43,830 Est. Cost $63.11 Unrealized
V VISA INC 1.6%
Value ($000) $3,287 Shares 15,228 Est. Cost $42.47 Unrealized +20.4%
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $3,235 Shares 40,137 Est. Cost $55.06 Unrealized +2.6%
COMCAST CORP NEW 1.6%
Value ($000) $3,228 Shares 66,191 Est. Cost $39.66 Unrealized
UNP UNION PAC CORP 1.6%
Value ($000) $3,194 Shares 17,021 Est. Cost $57.06 Unrealized +19.6%
AMAT APPLIED MATLS INC 1.6%
Value ($000) $3,156 Shares 154,616 Est. Cost $12.22 Unrealized +29.0%
AETNA INC NEW 1.6%
Value ($000) $3,111 Shares 41,496 Est. Cost $63.53 Unrealized
NKE NIKE INC 1.5%
Value ($000) $3,102 Shares 41,996 Est. Cost $26.72 Unrealized +21.8%
OXY OCCIDENTAL PETE CORP DEL 1.5%
Value ($000) $3,095 Shares 32,479 Est. Cost $57.95 Unrealized +7.8%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $3,076 Shares 43,407 Est. Cost $36.21 Unrealized +50.5%
CAT CATERPILLAR INC DEL 1.5%
Value ($000) $3,054 Shares 30,737 Est. Cost $61.64 Unrealized +13.1%
BEN FRANKLIN RES INC 1.5%
Value ($000) $2,987 Shares 55,135 Est. Cost $29.38 Unrealized +9.4%
ICE INTERCONTINENTALEXCHANGE GRO 1.5%
Value ($000) $2,981 Shares 15,067 Est. Cost $35.28 Unrealized +2.8%
MMM 3M CO 1.5%
Value ($000) $2,947 Shares 21,722 Est. Cost $61.26 Unrealized +24.5%
STT STATE STR CORP 1.5%
Value ($000) $2,931 Shares 42,146 Est. Cost $44.60 Unrealized +12.5%
COP CONOCOPHILLIPS 1.5%
Value ($000) $2,920 Shares 41,501 Est. Cost $39.96 Unrealized +13.7%
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $2,911 Shares 29,852 Est. Cost $52.90 Unrealized +23.8%
SU SUNCOR ENERGY INC NEW 1.4%
Value ($000) $2,874 Shares 82,215 Est. Cost $22.52 Unrealized -1.9%
KO COCA COLA CO 1.4%
Value ($000) $2,861 Shares 74,001 Est. Cost $27.77 Unrealized -4.4%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $2,854 Shares 59,998 Est. Cost $26.97 Unrealized -4.1%
PRECISION CASTPARTS CORP 1.4%
Value ($000) $2,835 Shares 11,216 Est. Cost $228.70 Unrealized
HON HONEYWELL INTL INC 1.4%
Value ($000) $2,796 Shares 30,142 Est. Cost $53.13 Unrealized +21.8%
GIS GENERAL MLS INC 1.4%
Value ($000) $2,763 Shares 53,316 Est. Cost $32.02 Unrealized +2.9%
T AT&T INC 1.4%
Value ($000) $2,725 Shares 77,706 Est. Cost $11.38 Unrealized -4.6%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $2,706 Shares 14,060 Est. Cost $118.94 Unrealized -8.2%
MONSANTO CO NEW 1.3%
Value ($000) $2,700 Shares 23,733 Est. Cost $103.99 Unrealized
PSX PHILLIPS 66 1.3%
Value ($000) $2,678 Shares 34,752 Est. Cost $40.44 Unrealized +23.2%
KMB KIMBERLY CLARK CORP 1.3%
Value ($000) $2,661 Shares 24,132 Est. Cost $63.00 Unrealized +10.1%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $2,658 Shares 22,745 Est. Cost $92.92 Unrealized
COR AMERISOURCEBERGEN CORP 1.3%
Value ($000) $2,658 Shares 40,523 Est. Cost $38.92 Unrealized +26.6%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $2,602 Shares 21,858 Est. Cost $65.30 Unrealized +21.4%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $2,526 Shares 22,619 Est. Cost $93.82 Unrealized -2.7%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,421 Shares 24,786 Est. Cost $53.69 Unrealized +8.2%
EOG EOG RES INC 1.1%
Value ($000) $2,269 Shares 11,564 Est. Cost $64.81 Unrealized 0.0%
PPL PPL CORP 1.1%
Value ($000) $2,155 Shares 65,027 Est. Cost $16.37 Unrealized +4.3%
MICHAEL KORS HLDGS LTD 1.0%
Value ($000) $2,008 Shares 21,534 Est. Cost $93.25 Unrealized
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $1,716 Shares 20,963 Est. Cost $49.78 Unrealized -10.1%
MRK MERCK & CO INC NEW 0.7%
Value ($000) $1,428 Shares 25,160 Est. Cost $30.22 Unrealized +18.3%
GENERAL ELECTRIC CO 0.5%
Value ($000) $971 Shares 37,504 Est. Cost $23.26 Unrealized
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $752 Shares 7,742 Est. Cost $58.79 Unrealized +21.5%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $724 Shares 6,091 Est. Cost $71.42 Unrealized -1.5%
AQUA AMERICA INC 0.3%
Value ($000) $693 Shares 27,642 Est. Cost $23.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $564 Shares 3,454 Est. Cost $78.24 Unrealized +44.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $552 Shares 5,628 Est. Cost $71.70 Unrealized -2.0%
EXC EXELON CORP 0.2%
Value ($000) $434 Shares 12,922 Est. Cost $14.69 Unrealized -6.1%
INTC INTEL CORP 0.2%
Value ($000) $375 Shares 14,515 Est. Cost $17.16 Unrealized +8.8%
PPG PPG INDS INC 0.2%
Value ($000) $348 Shares 1,800 Est. Cost $59.61 Unrealized +29.5%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $301 Shares 4,479 Est. Cost $58.50 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $288 Shares 3,444 Est. Cost $56.75 Unrealized +0.2%
MSFT MICROSOFT CORP 0.1%
Value ($000) $284 Shares 6,921 Est. Cost $27.42 Unrealized +14.0%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $275 Shares 4,117 Est. Cost $19.55 Unrealized +0.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $250 Shares 3,408 Est. Cost $28.33 Unrealized +3.4%
HSY HERSHEY CO 0.1%
Value ($000) $240 Shares 2,300 Est. Cost $65.69 Unrealized +17.5%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $229 Shares 13,338 Est. Cost $10.22 Unrealized +29.7%
Harleysville Savings Financial 0.1%
Value ($000) $223 Shares 12,734 Est. Cost $19.02 Unrealized
BB&T CORP 0.1%
Value ($000) $215 Shares 5,359 Est. Cost $40.12 Unrealized
DIAMOND OFFSHORE DRILLING IN 0.1%
Value ($000) $212 Shares 4,350 Est. Cost $68.56 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.1%
Value ($000) $208 Shares 6,303 Est. Cost $24.45 Unrealized +16.4%
STERLING BANCORP DEL 0.1%
Value ($000) $133 Shares 10,476 Est. Cost $13.36 Unrealized