0001085146-19-002759.txt : 20191106 0001085146-19-002759.hdr.sgml : 20191106 20191106170315 ACCESSION NUMBER: 0001085146-19-002759 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191106 DATE AS OF CHANGE: 20191106 EFFECTIVENESS DATE: 20191106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNIVEST FINANCIAL Corp CENTRAL INDEX KEY: 0000102212 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 231886144 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03779 FILM NUMBER: 191197122 BUSINESS ADDRESS: STREET 1: 14 NORTH MAIN STREET STREET 2: P. O. BOX 64197 CITY: SOUDERTON STATE: PA ZIP: 18964 BUSINESS PHONE: 2157212400 MAIL ADDRESS: STREET 1: 14 NORTH MAIN STREET STREET 2: P. O. BOX 64197 CITY: SOUDERTON STATE: PA ZIP: 18964 FORMER COMPANY: FORMER CONFORMED NAME: UNIVEST CORP OF PENNSYLVANIA DATE OF NAME CHANGE: 19920703 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000102212 XXXXXXXX 09-30-2019 09-30-2019 false UNIVEST FINANCIAL Corp

14 NORTH MAIN STREET P. O. BOX 64197 SOUDERTON PA 18964

13F HOLDINGS REPORT 028-03779 N Brett G. Chesmar 215-703-5240 /s/ Brett G. Chesmar Souderton PA 11-06-2019 0 109 311864 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 3575 47218 SH SOLE 47218 0 0 ACHILLION PHARMACEUTICALS IN COM 00448Q201 61 16980 SH SOLE 16980 0 0 AIR PRODS & CHEMS INC COM 009158106 2921 13165 SH SOLE 13165 0 0 ALLSTATE CORP COM 020002101 4711 43343 SH SOLE 43343 0 0 ALPHABET INC CAP STK CL A 02079K305 4247 3478 SH SOLE 3478 0 0 ALTRIA GROUP INC COM 02209S103 245 5988 SH SOLE 5988 0 0 AMERISOURCEBERGEN CORP COM 03073E105 3612 43878 SH SOLE 43878 0 0 AMGEN INC COM 031162100 4647 24015 SH SOLE 24015 0 0 APPLE INC COM 037833100 7249 32365 SH SOLE 32365 0 0 AQUA AMERICA INC COM 03836W103 253 5636 SH SOLE 5636 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 510 12414 SH SOLE 12414 0 0 AT&T INC COM 00206R102 414 10942 SH SOLE 10942 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 4655 28837 SH SOLE 28837 0 0 BANK AMER CORP COM 060505104 4336 148648 SH SOLE 148648 0 0 BB&T CORP COM 054937107 729 13655 SH SOLE 13655 0 0 BECTON DICKINSON & CO COM 075887109 4222 16689 SH SOLE 16689 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 289 1389 SH SOLE 1389 0 0 BOEING CO COM 097023105 790 2077 SH SOLE 2077 0 0 BOOKING HLDGS INC COM 09857L108 5678 2893 SH SOLE 2893 0 0 BP PLC SPONSORED ADR 055622104 308 8102 SH SOLE 8102 0 0 BROADCOM INC COM 11135F101 4787 17339 SH SOLE 17339 0 0 BRYN MAWR BK CORP COM 117665109 447 12240 SH SOLE 12240 0 0 CATERPILLAR INC DEL COM 149123101 345 2728 SH SOLE 2728 0 0 CHEVRON CORP NEW COM 166764100 663 5587 SH SOLE 5587 0 0 CISCO SYS INC COM 17275R102 399 8074 SH SOLE 8074 0 0 COCA COLA CO COM 191216100 830 15253 SH SOLE 15253 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4301 71374 SH SOLE 71374 0 0 COMCAST CORP NEW CL A 20030N101 4793 106324 SH SOLE 106324 0 0 CONOCOPHILLIPS COM 20825C104 2114 37095 SH SOLE 37095 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3638 17552 SH SOLE 17552 0 0 CORNING INC COM 219350105 255 8928 SH SOLE 8928 0 0 COSTCO WHSL CORP NEW COM 22160K105 4849 16832 SH SOLE 16832 0 0 CVS HEALTH CORP COM 126650100 4041 64068 SH SOLE 64068 0 0 DISCOVER FINL SVCS COM 254709108 4312 53171 SH SOLE 53171 0 0 DISNEY WALT CO COM DISNEY 254687106 4640 35605 SH SOLE 35605 0 0 DOMINION ENERGY INC COM 25746U109 414 5111 SH SOLE 5111 0 0 DXC TECHNOLOGY CO COM 23355L106 2358 79945 SH SOLE 79945 0 0 EATON CORP PLC SHS G29183103 969 11648 SH SOLE 11648 0 0 EOG RES INC COM 26875P101 1751 23587 SH SOLE 23587 0 0 EQUIFAX INC COM 294429105 1020 7250 SH SOLE 7250 0 0 EXELON CORP COM 30161N101 385 7971 SH SOLE 7971 0 0 EXXON MOBIL CORP COM 30231G102 725 10261 SH SOLE 10261 0 0 FACEBOOK INC CL A 30303M102 4285 24063 SH SOLE 24063 0 0 FASTENAL CO COM 311900104 307 9410 SH SOLE 9410 0 0 FEDEX CORP COM 31428X106 2207 15158 SH SOLE 15158 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 303 2282 SH SOLE 2282 0 0 GENERAL DYNAMICS CORP COM 369550108 2690 14722 SH SOLE 14722 0 0 GENERAL ELECTRIC CO COM 369604103 183 20452 SH SOLE 20452 0 0 GENUINE PARTS CO COM 372460105 436 4376 SH SOLE 4376 0 0 GLOBAL PMTS INC COM 37940X102 5404 33988 SH SOLE 33988 0 0 HERSHEY CO COM 427866108 729 4702 SH SOLE 4702 0 0 HOME DEPOT INC COM 437076102 6281 27072 SH SOLE 27072 0 0 HONEYWELL INTL INC COM 438516106 3532 20877 SH SOLE 20877 0 0 INTEL CORP COM 458140100 433 8402 SH SOLE 8402 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 5048 54710 SH SOLE 54710 0 0 INVESCO LTD SHS G491BT108 408 24099 SH SOLE 24099 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2634 13633 SH SOLE 13633 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2633 33825 SH SOLE 33825 0 0 ISHARES TR PFD AND INCM SEC 464288687 406 10814 SH SOLE 10814 0 0 ISHARES TR SELECT DIVID ETF 464287168 201 1972 SH SOLE 1972 0 0 JOHNSON & JOHNSON COM 478160104 11076 85609 SH SOLE 85609 0 0 JPMORGAN CHASE & CO COM 46625H100 5575 47367 SH SOLE 47367 0 0 KIMBERLY CLARK CORP COM 494368103 4258 29975 SH SOLE 29975 0 0 KOHLS CORP COM 500255104 250 5027 SH SOLE 5027 0 0 LOCKHEED MARTIN CORP COM 539830109 510 1308 SH SOLE 1308 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 288 3221 SH SOLE 3221 0 0 MCDONALDS CORP COM 580135101 318 1479 SH SOLE 1479 0 0 MERCK & CO INC COM 58933Y105 1046 12428 SH SOLE 12428 0 0 METLIFE INC COM 59156R108 536 11356 SH SOLE 11356 0 0 MICROSOFT CORP COM 594918104 379 2728 SH SOLE 2728 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1678 28899 SH SOLE 28899 0 0 NEXTERA ENERGY INC COM 65339F101 344 1477 SH SOLE 1477 0 0 NIKE INC CL B 654106103 5003 53271 SH SOLE 53271 0 0 NORFOLK SOUTHERN CORP COM 655844108 713 3966 SH SOLE 3966 0 0 OCCIDENTAL PETE CORP COM 674599105 1849 41577 SH SOLE 41577 0 0 PACCAR INC COM 693718108 3235 46211 SH SOLE 46211 0 0 PAYCHEX INC COM 704326107 268 3238 SH SOLE 3238 0 0 PEPSICO INC COM 713448108 300 2189 SH SOLE 2189 0 0 PFIZER INC COM 717081103 214 5947 SH SOLE 5947 0 0 PHILIP MORRIS INTL INC COM 718172109 313 4123 SH SOLE 4123 0 0 PHILLIPS 66 COM 718546104 379 3699 SH SOLE 3699 0 0 PNC FINL SVCS GROUP INC COM 693475105 5313 37906 SH SOLE 37906 0 0 PPG INDS INC COM 693506107 441 3720 SH SOLE 3720 0 0 PPL CORP COM 69351T106 979 31097 SH SOLE 31097 0 0 PRICE T ROWE GROUP INC COM 74144T108 5021 43946 SH SOLE 43946 0 0 PROCTER & GAMBLE CO COM 742718109 461 3705 SH SOLE 3705 0 0 PRUDENTIAL FINL INC COM 744320102 532 5909 SH SOLE 5909 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 219 3522 SH SOLE 3522 0 0 SCHLUMBERGER LTD COM 806857108 1699 49735 SH SOLE 49735 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5722 88382 SH SOLE 88382 0 0 SHERWIN WILLIAMS CO COM 824348106 2710 4928 SH SOLE 4928 0 0 SOUTHERN CO COM 842587107 567 9185 SH SOLE 9185 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 535 1803 SH SOLE 1803 0 0 SUNCOR ENERGY INC NEW COM 867224107 2145 67911 SH SOLE 67911 0 0 TE CONNECTIVITY LTD REG SHS H84989104 4821 51734 SH SOLE 51734 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5153 17690 SH SOLE 17690 0 0 UNION PACIFIC CORP COM 907818108 616 3800 SH SOLE 3800 0 0 UNITED TECHNOLOGIES CORP COM 913017109 3094 22667 SH SOLE 22667 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 15101 591968 SH SOLE 591968 0 0 V F CORP COM 918204108 4428 49755 SH SOLE 49755 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 664 7868 SH SOLE 7868 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 350 5950 SH SOLE 5950 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 236 2527 SH SOLE 2527 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22398 82165 SH SOLE 82165 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 457 9150 SH SOLE 9150 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 40057 775400 SH SOLE 775400 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 300 7310 SH SOLE 7310 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3991 66120 SH SOLE 66120 0 0 VISA INC COM CL A 92826C839 5714 33218 SH SOLE 33218 0 0