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  Name: UNIVEST CORP OF PENNSYLVANIA
  City: SOUDERTON
  State: PA
  Zip: 18964
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $338,138,000
  Total Value Change : $38,552,000
  Securities Held Change : 11
   
All Securities Held : 118
  New Positions : 10
  Closed Positions : 4
  Increased Positions : 33
  Unchanged Positions : 22
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 40 New $76.52 $3,133,000 43,494 0.93% 3,133,000 43,494 0.002    Closed - End Fund - E...
   (XLU)1 Year Chart         XLU SPDR Utilities Select 42 New $70.27 $2,821,000 44,542 0.83% 2,821,000 44,542 0.005    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 44 New $71.39 $2,455,000 33,378 0.73% 2,455,000 33,378 0.004    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 51 New $81.45 $1,073,000 12,145 0.32% 1,073,000 12,145 0.003    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 56 New $142.08 $804,000 5,892 0.24% 804,000 5,892 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 58 New $124.35 $626,000 5,494 0.19% 626,000 5,494 0    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 68 New $0.00 $464,000 6,599 0.14% 464,000 6,599 0    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 74 New $177.85 $413,000 2,312 0.12% 413,000 2,312 0    Closed - End Fund - E...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 113 New $291.67 $213,000 905 0.06% 213,000 905 0    Diversified Computer ...
   (CTAS)1 Year Chart         CTAS Cintas Corp 116 New $690.54 $205,000 340 0.06% 205,000 340 0    Business Services

      10 Records Found
  1    
Page 1 of 1
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