UNIVEST FINANCIAL Corp Diversified Active

CIK: 0000102212 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 6, 2014

Total Value ($000): $213,297 (100.0% shares, 0.0% debt)

Holdings (82)

UVSP UNIVEST CORP PA 8.2%
Value ($000) $17,437 Shares 929,952 Est. Cost $17.81 Unrealized +9.2%
JNJ JOHNSON & JOHNSON 4.5%
Value ($000) $9,574 Shares 89,824 Est. Cost $68.96 Unrealized +9.6%
AAPL APPLE INC 2.4%
Value ($000) $5,101 Shares 50,629 Est. Cost $17.92 Unrealized +20.7%
XLU SELECT SECTOR SPDR TR 2.1%
Value ($000) $4,380 Shares 104,054 Est. Cost $37.64 Unrealized
PNC PNC FINL SVCS GROUP INC 2.0%
Value ($000) $4,345 Shares 50,769 Est. Cost $55.79 Unrealized +7.3%
GILD GILEAD SCIENCES INC 2.0%
Value ($000) $4,226 Shares 39,701 Est. Cost $36.21 Unrealized +87.9%
DIS DISNEY WALT CO 1.9%
Value ($000) $4,100 Shares 46,051 Est. Cost $56.33 Unrealized +40.8%
ALL ALLSTATE CORP 1.9%
Value ($000) $4,019 Shares 65,489 Est. Cost $37.39 Unrealized +25.6%
DISCOVER FINL SVCS 1.9%
Value ($000) $3,993 Shares 62,009 Est. Cost $47.65 Unrealized
WFC WELLS FARGO & CO NEW 1.9%
Value ($000) $3,966 Shares 76,454 Est. Cost $27.46 Unrealized +36.3%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $3,936 Shares 65,339 Est. Cost $36.35 Unrealized +18.7%
HD HOME DEPOT INC 1.8%
Value ($000) $3,873 Shares 42,213 Est. Cost $56.64 Unrealized +16.1%
ABBV ABBVIE INC 1.8%
Value ($000) $3,751 Shares 64,949 Est. Cost $27.54 Unrealized +27.7%
E M C CORP MASS 1.8%
Value ($000) $3,738 Shares 127,743 Est. Cost $23.99 Unrealized
QCOM QUALCOMM INC 1.7%
Value ($000) $3,716 Shares 49,693 Est. Cost $45.31 Unrealized +22.3%
V VISA INC 1.7%
Value ($000) $3,624 Shares 16,983 Est. Cost $43.16 Unrealized +14.9%
NKE NIKE INC 1.7%
Value ($000) $3,613 Shares 40,503 Est. Cost $26.88 Unrealized +27.9%
BROADCOM CORP 1.7%
Value ($000) $3,607 Shares 89,237 Est. Cost $32.97 Unrealized
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $3,447 Shares 41,166 Est. Cost $55.12 Unrealized +8.4%
UNP UNION PAC CORP 1.6%
Value ($000) $3,416 Shares 31,509 Est. Cost $66.16 Unrealized +21.4%
AMP AMERIPRISE FINL INC 1.6%
Value ($000) $3,383 Shares 27,417 Est. Cost $89.40 Unrealized +8.0%
GOOGLE INC 1.6%
Value ($000) $3,337 Shares 5,671 Est. Cost $750.62 Unrealized
AMAT APPLIED MATLS INC 1.6%
Value ($000) $3,310 Shares 153,175 Est. Cost $12.30 Unrealized +55.8%
ICE INTERCONTINENTAL EXCHANGE IN 1.5%
Value ($000) $3,305 Shares 16,945 Est. Cost $35.03 Unrealized -5.4%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $3,258 Shares 28,623 Est. Cost $78.81 Unrealized +21.4%
OXY OCCIDENTAL PETE CORP DEL 1.5%
Value ($000) $3,251 Shares 33,811 Est. Cost $58.31 Unrealized +16.7%
EXPRESS SCRIPTS HLDG CO 1.5%
Value ($000) $3,149 Shares 44,579 Est. Cost $63.26 Unrealized
ORCL ORACLE CORP 1.5%
Value ($000) $3,144 Shares 82,140 Est. Cost $27.94 Unrealized +22.5%
COMCAST CORP NEW 1.5%
Value ($000) $3,131 Shares 58,525 Est. Cost $39.66 Unrealized
BEN FRANKLIN RES INC 1.5%
Value ($000) $3,108 Shares 56,921 Est. Cost $29.53 Unrealized +13.8%
CAT CATERPILLAR INC DEL 1.5%
Value ($000) $3,095 Shares 31,250 Est. Cost $62.01 Unrealized +27.9%
AETNA INC NEW 1.4%
Value ($000) $3,064 Shares 37,822 Est. Cost $63.53 Unrealized
KO COCA COLA CO 1.4%
Value ($000) $3,027 Shares 70,946 Est. Cost $27.77 Unrealized +3.9%
MMM 3M CO 1.4%
Value ($000) $3,001 Shares 21,184 Est. Cost $61.69 Unrealized +35.4%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $2,989 Shares 29,390 Est. Cost $52.90 Unrealized +50.3%
SU SUNCOR ENERGY INC NEW 1.4%
Value ($000) $2,951 Shares 81,625 Est. Cost $22.64 Unrealized +19.0%
MICHAEL KORS HLDGS LTD 1.4%
Value ($000) $2,943 Shares 41,221 Est. Cost $84.16 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $2,930 Shares 58,620 Est. Cost $26.97 Unrealized +3.1%
COP CONOCOPHILLIPS 1.4%
Value ($000) $2,915 Shares 38,089 Est. Cost $39.96 Unrealized +41.9%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $2,856 Shares 21,936 Est. Cost $65.95 Unrealized +40.2%
HON HONEYWELL INTL INC 1.3%
Value ($000) $2,836 Shares 30,454 Est. Cost $53.13 Unrealized +26.3%
MONSANTO CO NEW 1.3%
Value ($000) $2,817 Shares 25,037 Est. Cost $104.89 Unrealized
COR AMERISOURCEBERGEN CORP 1.3%
Value ($000) $2,797 Shares 36,186 Est. Cost $38.92 Unrealized +42.6%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $2,786 Shares 22,229 Est. Cost $93.77 Unrealized +3.6%
TGT TARGET CORP 1.3%
Value ($000) $2,741 Shares 43,726 Est. Cost $46.28 Unrealized -6.6%
EOG EOG RES INC 1.3%
Value ($000) $2,735 Shares 27,622 Est. Cost $71.87 Unrealized +10.4%
PRECISION CASTPARTS CORP 1.3%
Value ($000) $2,729 Shares 11,520 Est. Cost $229.52 Unrealized
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $2,658 Shares 25,174 Est. Cost $94.27 Unrealized
T AT&T INC 1.2%
Value ($000) $2,635 Shares 74,778 Est. Cost $11.38 Unrealized +4.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.2%
Value ($000) $2,600 Shares 58,080 Est. Cost $42.78 Unrealized -2.5%
GIS GENERAL MLS INC 1.2%
Value ($000) $2,567 Shares 50,876 Est. Cost $32.02 Unrealized +10.7%
PSX PHILLIPS 66 1.2%
Value ($000) $2,485 Shares 30,557 Est. Cost $40.44 Unrealized +36.3%
KMB KIMBERLY CLARK CORP 1.1%
Value ($000) $2,436 Shares 22,646 Est. Cost $63.00 Unrealized +12.5%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,256 Shares 23,992 Est. Cost $53.69 Unrealized +14.6%
PPL PPL CORP 1.0%
Value ($000) $2,113 Shares 64,357 Est. Cost $16.37 Unrealized +14.8%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $1,859 Shares 22,287 Est. Cost $49.64 Unrealized -3.5%
TE CONNECTIVITY LTD 0.7%
Value ($000) $1,535 Shares 27,771 Est. Cost $55.27 Unrealized
MRK MERCK & CO INC NEW 0.7%
Value ($000) $1,417 Shares 23,904 Est. Cost $30.22 Unrealized +30.3%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $871 Shares 12,133 Est. Cost $62.97 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $831 Shares 32,422 Est. Cost $23.26 Unrealized
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $772 Shares 6,920 Est. Cost $59.13 Unrealized +39.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $640 Shares 5,364 Est. Cost $71.42 Unrealized +9.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $588 Shares 3,217 Est. Cost $79.83 Unrealized +56.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $564 Shares 2,973 Est. Cost $118.94 Unrealized -3.9%
INTC INTEL CORP 0.2%
Value ($000) $499 Shares 14,332 Est. Cost $17.55 Unrealized +46.7%
EXC EXELON CORP 0.2%
Value ($000) $396 Shares 11,628 Est. Cost $14.72 Unrealized +6.3%
PAYX PAYCHEX INC 0.2%
Value ($000) $388 Shares 8,768 Est. Cost $29.17 Unrealized +2.0%
AQUA AMERICA INC 0.2%
Value ($000) $359 Shares 15,276 Est. Cost $23.58 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $354 Shares 1,800 Est. Cost $59.61 Unrealized +39.9%
MSFT MICROSOFT CORP 0.1%
Value ($000) $315 Shares 6,784 Est. Cost $27.61 Unrealized +36.4%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $270 Shares 3,494 Est. Cost $19.60 Unrealized +22.8%
PEP PEPSICO INC 0.1%
Value ($000) $257 Shares 2,757 Est. Cost $56.75 Unrealized +14.3%
NFLX NETFLIX INC 0.1%
Value ($000) $253 Shares 560 Est. Cost $5.41 Unrealized +19.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $248 Shares 2,612 Est. Cost $71.70 Unrealized -0.6%
HSY HERSHEY CO 0.1%
Value ($000) $239 Shares 2,500 Est. Cost $66.39 Unrealized +6.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $216 Shares 4,021 Est. Cost $19.82 Unrealized +6.9%
GOOGLE INC 0.1%
Value ($000) $208 Shares 361 Est. Cost $575.15 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $207 Shares 3,215 Est. Cost $51.48 Unrealized +7.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $207 Shares 1 Est. Cost $199815.62 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $204 Shares 5,887 Est. Cost $24.62 Unrealized 0.0%
BAC BANK AMER CORP 0.1%
Value ($000) $203 Shares 11,907 Est. Cost $10.22 Unrealized +23.0%
Harleysville Savings Financial 0.1%
Value ($000) $197 Shares 11,964 Est. Cost $19.02 Unrealized