0001085146-20-001717.txt : 20200709
0001085146-20-001717.hdr.sgml : 20200709
20200708175606
ACCESSION NUMBER: 0001085146-20-001717
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200709
DATE AS OF CHANGE: 20200708
EFFECTIVENESS DATE: 20200709
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: 201019130
BUSINESS ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
CITY: SOUDERTON
STATE: PA
ZIP: 18964
BUSINESS PHONE: 2157212400
MAIL ADDRESS:
STREET 1: 14 NORTH MAIN STREET
STREET 2: PO BOX 197
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
06-30-2020
06-30-2020
false
UNIVEST FINANCIAL Corp
14 North Main Street
Po Box 197
SOUDERTON
PA
18964
13F HOLDINGS REPORT
028-03779
N
Beth Nauman
Compliance Trust Officer
215-703-5240
/s/ Beth Nauman
Souderton
PA
07-08-2020
0
174
303034
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
PROCTER AND GAMBLE CO
COM
742718109
707
5910
SH
SOLE
5910
0
0
IQVIA HLDGS INC
COM
46266C105
168
1182
SH
OTR
1182
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
255
1710
SH
OTR
1710
0
0
PACCAR INC
COM
693718108
91
1214
SH
OTR
1214
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
1992
28735
SH
SOLE
28735
0
0
PNC FINL SVCS GROUP INC
COM
693475105
314
2986
SH
OTR
2986
0
0
AMAZON COM INC
COM
023135106
188
68
SH
OTR
68
0
0
AMDOCS LTD
SHS
G02602103
6184
101571
SH
SOLE
101571
0
0
EXXON MOBIL CORP
COM
30231G102
312
6973
SH
SOLE
6973
0
0
ABBVIE INC
COM
00287Y109
189
1923
SH
OTR
1923
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
4906
13541
SH
SOLE
13541
0
0
EQUIFAX INC
COM
294429105
1074
6250
SH
OTR
6250
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
307
3766
SH
OTR
3766
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
281
2095
SH
OTR
2095
0
0
AMERICAN EXPRESS CO
COM
025816109
158
1657
SH
OTR
1657
0
0
PPG INDS INC
COM
693506107
398
3748
SH
SOLE
3748
0
0
MERCK & CO. INC
COM
58933Y105
82
1060
SH
OTR
1060
0
0
WALMART INC
COM
931142103
420
3507
SH
SOLE
3507
0
0
VISA INC
COM CL A
92826C839
5544
28699
SH
SOLE
28699
0
0
APPLE INC
COM
037833100
8632
23661
SH
SOLE
23661
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2745
40199
SH
SOLE
40199
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
139
491
SH
OTR
491
0
0
SHERWIN WILLIAMS CO
COM
824348106
2826
4891
SH
SOLE
4891
0
0
FEDEX CORP
COM
31428X106
2282
16273
SH
SOLE
16273
0
0
UNION PAC CORP
COM
907818108
545
3225
SH
SOLE
3225
0
0
METLIFE INC
COM
59156R108
13
351
SH
OTR
351
0
0
DOMINION ENERGY INC
COM
25746U109
375
4614
SH
SOLE
4614
0
0
GENERAL ELECTRIC CO
COM
369604103
54
7950
SH
SOLE
7950
0
0
SEMPRA ENERGY
COM
816851109
2561
21843
SH
SOLE
21843
0
0
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
49
1264
SH
OTR
1264
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
89
1280
SH
OTR
1280
0
0
ALPHABET INC
CAP STK CL A
02079K305
4719
3328
SH
SOLE
3328
0
0
CHEVRON CORP NEW
COM
166764100
79
884
SH
OTR
884
0
0
LOCKHEED MARTIN CORP
COM
539830109
192
525
SH
OTR
525
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
250
1954
SH
OTR
1954
0
0
JPMORGAN CHASE & CO
COM
46625H100
315
3353
SH
OTR
3353
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
3566
64690
SH
SOLE
64690
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
63
356
SH
OTR
356
0
0
IQVIA HLDGS INC
COM
46266C105
3655
25758
SH
SOLE
25758
0
0
PEPSICO INC
COM
713448108
170
1284
SH
OTR
1284
0
0
AIR PRODS & CHEMS INC
COM
009158106
134
554
SH
OTR
554
0
0
CVS HEALTH CORP
COM
126650100
3632
55904
SH
SOLE
55904
0
0
COCA COLA CO
COM
191216100
281
6282
SH
SOLE
6282
0
0
LOCKHEED MARTIN CORP
COM
539830109
508
1391
SH
SOLE
1391
0
0
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
308
5340
SH
OTR
5340
0
0
ESSENTIAL UTILS INC
COM
29670G102
238
5636
SH
SOLE
5636
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
63
215
SH
OTR
215
0
0
NEXTERA ENERGY INC
COM
65339F101
127
530
SH
OTR
530
0
0
WASTE MGMT INC DEL
COM
94106L109
481
4546
SH
SOLE
4546
0
0
ALLSTATE CORP
COM
020002101
3595
37067
SH
SOLE
37067
0
0
SEMPRA ENERGY
COM
816851109
117
994
SH
OTR
994
0
0
GLOBAL PMTS INC
COM
37940X102
251
1477
SH
OTR
1477
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
3093
17678
SH
SOLE
17678
0
0
GENERAL ELECTRIC CO
COM
369604103
84
12302
SH
OTR
12302
0
0
HONEYWELL INTL INC
COM
438516106
3257
22524
SH
SOLE
22524
0
0
HASBRO INC
COM
418056107
379
5061
SH
SOLE
5061
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
271
1657
SH
SOLE
1657
0
0
MERCK & CO. INC
COM
58933Y105
746
9644
SH
SOLE
9644
0
0
BECTON DICKINSON & CO
COM
075887109
183
763
SH
OTR
763
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
175
1003
SH
OTR
1003
0
0
PPL CORP
COM
69351T106
737
28503
SH
SOLE
28503
0
0
BOEING CO
COM
097023105
269
1466
SH
OTR
1466
0
0
INTEL CORP
COM
458140100
50
835
SH
OTR
835
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
6057
160015
SH
SOLE
160015
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
5537
43307
SH
SOLE
43307
0
0
VISA INC
COM CL A
92826C839
291
1507
SH
OTR
1507
0
0
KIMBERLY CLARK CORP
COM
494368103
4662
32983
SH
SOLE
32983
0
0
APPLE INC
COM
037833100
516
1414
SH
OTR
1414
0
0
COSTCO WHSL CORP NEW
COM
22160K105
3992
13167
SH
SOLE
13167
0
0
NIKE INC
CL B
654106103
219
2236
SH
OTR
2236
0
0
AMGEN INC
COM
031162100
5573
23627
SH
SOLE
23627
0
0
JOHNSON & JOHNSON
COM
478160104
230
1634
SH
OTR
1634
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
3703
14321
SH
SOLE
14321
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
240
814
SH
SOLE
814
0
0
GENERAL DYNAMICS CORP
COM
369550108
85
567
SH
OTR
567
0
0
FASTENAL CO
COM
311900104
462
10784
SH
SOLE
10784
0
0
JPMORGAN CHASE & CO
COM
46625H100
3789
40282
SH
SOLE
40282
0
0
MCDONALDS CORP
COM
580135101
42
230
SH
OTR
230
0
0
HOME DEPOT INC
COM
437076102
6016
24016
SH
SOLE
24016
0
0
FACEBOOK INC
CL A
30303M102
4628
20382
SH
SOLE
20382
0
0
AT&T INC
COM
00206R102
108
3580
SH
SOLE
3580
0
0
NEXTERA ENERGY INC
COM
65339F101
2919
12154
SH
SOLE
12154
0
0
UNIVEST FINANCIAL CORPORATIO
COM
915271100
8847
548156
SH
SOLE
548156
0
0
CHEVRON CORP NEW
COM
166764100
240
2692
SH
SOLE
2692
0
0
CME GROUP INC
COM
12572Q105
214
1319
SH
SOLE
1319
0
0
PNC FINL SVCS GROUP INC
COM
693475105
2813
26737
SH
SOLE
26737
0
0
EXXON MOBIL CORP
COM
30231G102
173
3866
SH
OTR
3866
0
0
AMGEN INC
COM
031162100
282
1196
SH
OTR
1196
0
0
METLIFE INC
COM
59156R108
372
10195
SH
SOLE
10195
0
0
FACEBOOK INC
CL A
30303M102
221
973
SH
OTR
973
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
20226
71361
SH
SOLE
71361
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
175
1908
SH
OTR
1908
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1682
34205
SH
OTR
34205
0
0
ALPHABET INC
CAP STK CL A
02079K305
225
159
SH
OTR
159
0
0
PAYCHEX INC
COM
704326107
397
5237
SH
SOLE
5237
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
3611
39424
SH
SOLE
39424
0
0
MCDONALDS CORP
COM
580135101
298
1617
SH
SOLE
1617
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
302
5482
SH
OTR
5482
0
0
NORFOLK SOUTHERN CORP
COM
655844108
696
3966
SH
SOLE
3966
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
224
5930
SH
OTR
5930
0
0
PACCAR INC
COM
693718108
2232
29817
SH
SOLE
29817
0
0
ISHARES TR
PFD AND INCM SEC
464288687
322
9295
SH
SOLE
9295
0
0
UNION PAC CORP
COM
907818108
140
831
SH
OTR
831
0
0
INTEL CORP
COM
458140100
543
9070
SH
SOLE
9070
0
0
UNIVEST FINANCIAL CORPORATIO
COM
915271100
768
47581
SH
OTR
47581
0
0
LILLY ELI & CO
COM
532457108
146
890
SH
OTR
890
0
0
CISCO SYS INC
COM
17275R102
493
10567
SH
SOLE
10567
0
0
SHERWIN WILLIAMS CO
COM
824348106
136
236
SH
OTR
236
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
40636
826443
SH
SOLE
826443
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
2722
15306
SH
SOLE
15306
0
0
AMDOCS LTD
SHS
G02602103
289
4743
SH
OTR
4743
0
0
EXELON CORP
COM
30161N101
39
1071
SH
SOLE
1071
0
0
EXELON CORP
COM
30161N101
214
5900
SH
OTR
5900
0
0
HONEYWELL INTL INC
COM
438516106
125
867
SH
OTR
867
0
0
MICROSOFT CORP
COM
594918104
7695
37811
SH
SOLE
37811
0
0
HERSHEY CO
COM
427866108
548
4227
SH
SOLE
4227
0
0
ABBVIE INC
COM
00287Y109
3971
40447
SH
SOLE
40447
0
0
PPL CORP
COM
69351T106
21
800
SH
OTR
800
0
0
PHILIP MORRIS INTL INC
COM
718172109
55
785
SH
SOLE
785
0
0
GENERAL DYNAMICS CORP
COM
369550108
1488
9954
SH
SOLE
9954
0
0
AMERICAN EXPRESS CO
COM
025816109
3333
35009
SH
SOLE
35009
0
0
COMCAST CORP NEW
CL A
20030N101
4107
105368
SH
SOLE
105368
0
0
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
210
5426
SH
SOLE
5426
0
0
HOME DEPOT INC
COM
437076102
452
1805
SH
OTR
1805
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
253
2868
SH
SOLE
2868
0
0
DISNEY WALT CO
COM DISNEY
254687106
249
2232
SH
OTR
2232
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
5657
37996
SH
SOLE
37996
0
0
COMCAST CORP NEW
CL A
20030N101
223
5719
SH
OTR
5719
0
0
AT&T INC
COM
00206R102
210
6945
SH
OTR
6945
0
0
JOHNSON & JOHNSON
COM
478160104
11567
82251
SH
SOLE
82251
0
0
DISNEY WALT CO
COM DISNEY
254687106
4653
41725
SH
SOLE
41725
0
0
SOUTHERN CO
COM
842587107
52
1000
SH
OTR
1000
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
37
276
SH
SOLE
276
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
241
664
SH
OTR
664
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
183
708
SH
OTR
708
0
0
ALTRIA GROUP INC
COM
02209S103
35
888
SH
SOLE
888
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
650
2107
SH
SOLE
2107
0
0
GLOBAL PMTS INC
COM
37940X102
5166
30455
SH
SOLE
30455
0
0
MEDTRONIC PLC
SHS
G5960L103
232
2525
SH
SOLE
2525
0
0
BRYN MAWR BK CORP
COM
117665109
339
12240
SH
SOLE
12240
0
0
AMAZON COM INC
COM
023135106
4185
1517
SH
SOLE
1517
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
261
619
SH
OTR
619
0
0
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
35
610
SH
SOLE
610
0
0
SYSCO CORP
COM
871829107
390
7132
SH
SOLE
7132
0
0
ISHARES TR
PFD AND INCM SEC
464288687
18
519
SH
OTR
519
0
0
KIMBERLY CLARK CORP
COM
494368103
212
1499
SH
OTR
1499
0
0
CISCO SYS INC
COM
17275R102
91
1955
SH
OTR
1955
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
435
4921
SH
OTR
4921
0
0
BK OF AMERICA CORP
COM
060505104
155
6518
SH
OTR
6518
0
0
PFIZER INC
COM
717081103
163
4993
SH
OTR
4993
0
0
BOEING CO
COM
097023105
48
263
SH
SOLE
263
0
0
PFIZER INC
COM
717081103
378
11546
SH
SOLE
11546
0
0
MICROSOFT CORP
COM
594918104
593
2913
SH
OTR
2913
0
0
PEPSICO INC
COM
713448108
617
4663
SH
SOLE
4663
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
602
5419
SH
SOLE
5419
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
5695
13507
SH
SOLE
13507
0
0
CVS HEALTH CORP
COM
126650100
173
2664
SH
OTR
2664
0
0
ALLSTATE CORP
COM
020002101
172
1771
SH
OTR
1771
0
0
AIR PRODS & CHEMS INC
COM
009158106
3114
12897
SH
SOLE
12897
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
61
888
SH
OTR
888
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
5368
65825
SH
SOLE
65825
0
0
ALTRIA GROUP INC
COM
02209S103
190
4830
SH
OTR
4830
0
0
WALMART INC
COM
931142103
5
45
SH
OTR
45
0
0
PHILIP MORRIS INTL INC
COM
718172109
226
3230
SH
OTR
3230
0
0
FEDEX CORP
COM
31428X106
89
636
SH
OTR
636
0
0
BK OF AMERICA CORP
COM
060505104
3443
144954
SH
SOLE
144954
0
0
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
211
2886
SH
SOLE
2886
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
436
9150
SH
SOLE
9150
0
0
CORNING INC
COM
219350105
295
11372
SH
SOLE
11372
0
0
COSTCO WHSL CORP NEW
COM
22160K105
183
605
SH
OTR
605
0
0
LILLY ELI & CO
COM
532457108
99
600
SH
SOLE
600
0
0
SOUTHERN CO
COM
842587107
323
6230
SH
SOLE
6230
0
0
BECTON DICKINSON & CO
COM
075887109
3825
15988
SH
SOLE
15988
0
0
NIKE INC
CL B
654106103
4576
46672
SH
SOLE
46672
0
0