0001085146-22-003770.txt : 20221104 0001085146-22-003770.hdr.sgml : 20221104 20221103182715 ACCESSION NUMBER: 0001085146-22-003770 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221104 DATE AS OF CHANGE: 20221103 EFFECTIVENESS DATE: 20221104 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: 221359605 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 09-30-2022 09-30-2022 false UNIVEST FINANCIAL Corp

14 North Main Street Po Box 197 SOUDERTON PA 18964

13F HOLDINGS REPORT 028-03779 N Beth Nauman 215-703-5240 /s/ Beth Nauman Souderton PA 11-03-2022 0 180 305672 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AB GLOBAL BOND ADVISOR COM 01853W709 3677 518673 SH SOLE 518673 0 0 AB GLOBAL BOND ADVISOR COM 01853W709 369 52050 SH OTR 52050 0 0 ABBOTT LABS COM 002824100 1954 20196 SH SOLE 20196 0 0 ABBOTT LABS COM 002824100 161 1659 SH OTR 1659 0 0 ABBVIE INC COM 00287Y109 163 1213 SH SOLE 1213 0 0 ABBVIE INC COM 00287Y109 173 1290 SH OTR 1290 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2973 11554 SH SOLE 11554 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 342 1328 SH OTR 1328 0 0 AIR PRODS & CHEMS INC COM 009158106 267 1148 SH SOLE 1148 0 0 ALPHABET INC CAP STK CL A 02079K305 648 6774 SH OTR 6774 0 0 ALPHABET INC CAP STK CL A 02079K305 4724 49385 SH SOLE 49385 0 0 ALTRIA GROUP INC COM 02209S103 20 500 SH SOLE 500 0 0 ALTRIA GROUP INC COM 02209S103 195 4830 SH OTR 4830 0 0 AMAZON COM INC COM 023135106 6556 58017 SH SOLE 58017 0 0 AMAZON COM INC COM 023135106 500 4426 SH OTR 4426 0 0 AMDOCS LTD SHS G02602103 351 4420 SH SOLE 4420 0 0 AMERICAN EXPRESS CO COM 025816109 3220 23867 SH SOLE 23867 0 0 AMERICAN EXPRESS CO COM 025816109 184 1364 SH OTR 1364 0 0 AMERICAN TOWER CORP NEW COM 03027X100 4567 21270 SH SOLE 21270 0 0 AMERICAN TOWER CORP NEW COM 03027X100 336 1563 SH OTR 1563 0 0 AMGEN INC COM 031162100 3715 16481 SH SOLE 16481 0 0 AMGEN INC COM 031162100 343 1520 SH OTR 1520 0 0 APPLE INC COM 037833100 1299 9402 SH OTR 9402 0 0 APPLE INC COM 037833100 8666 62704 SH SOLE 62704 0 0 APPLIED MATLS INC COM 038222105 71 871 SH OTR 871 0 0 APPLIED MATLS INC COM 038222105 2602 31758 SH SOLE 31758 0 0 AT&T INC COM 00206R102 87 5700 SH OTR 5700 0 0 AT&T INC COM 00206R102 99 6446 SH SOLE 6446 0 0 BLACKROCK INC COM 09247X101 2043 3713 SH SOLE 3713 0 0 BLACKROCK INC COM 09247X101 167 304 SH OTR 304 0 0 BP PLC SPONSORED ADR 055622104 211 7388 SH OTR 7388 0 0 BP PLC SPONSORED ADR 055622104 16 550 SH SOLE 550 0 0 CDW CORP COM 12514G108 194 1243 SH OTR 1243 0 0 CDW CORP COM 12514G108 9 57 SH SOLE 57 0 0 CHEVRON CORP NEW COM 166764100 43 300 SH OTR 300 0 0 CHEVRON CORP NEW COM 166764100 413 2876 SH SOLE 2876 0 0 CISCO SYS INC COM 17275R102 136 3402 SH OTR 3402 0 0 CISCO SYS INC COM 17275R102 2913 72821 SH SOLE 72821 0 0 CME GROUP INC COM 12572Q105 240 1356 SH SOLE 1356 0 0 COCA COLA CO COM 191216100 352 6282 SH SOLE 6282 0 0 COMCAST CORP NEW CL A 20030N101 181 6185 SH OTR 6185 0 0 COMCAST CORP NEW CL A 20030N101 2129 72574 SH SOLE 72574 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2864 12468 SH SOLE 12468 0 0 CONSTELLATION BRANDS INC CL A 21036P108 192 836 SH OTR 836 0 0 COSTCO WHSL CORP NEW COM 22160K105 493 1043 SH OTR 1043 0 0 COSTCO WHSL CORP NEW COM 22160K105 5337 11301 SH SOLE 11301 0 0 CVS HEALTH CORP COM 126650100 226 2373 SH SOLE 2373 0 0 D R HORTON INC COM 23331A109 149 2205 SH OTR 2205 0 0 D R HORTON INC COM 23331A109 1944 28858 SH SOLE 28858 0 0 DEERE & CO COM 244199105 134 400 SH OTR 400 0 0 DEERE & CO COM 244199105 198 593 SH SOLE 593 0 0 DISNEY WALT CO COM 254687106 2616 27735 SH SOLE 27735 0 0 DISNEY WALT CO COM 254687106 165 1752 SH OTR 1752 0 0 ENTERGY CORP NEW COM 29364G103 258 2560 SH SOLE 2560 0 0 EQUIFAX INC COM 294429105 900 5250 SH OTR 5250 0 0 ESSENTIAL UTILS INC COM 29670G102 214 5179 SH SOLE 5179 0 0 EXELON CORP COM 30161N101 221 5900 SH OTR 5900 0 0 EXELON CORP COM 30161N101 40 1071 SH SOLE 1071 0 0 EXXON MOBIL CORP COM 30231G102 262 3000 SH OTR 3000 0 0 EXXON MOBIL CORP COM 30231G102 541 6196 SH SOLE 6196 0 0 FEDEX CORP COM 31428X106 2449 16497 SH SOLE 16497 0 0 FEDEX CORP COM 31428X106 136 917 SH OTR 917 0 0 HASBRO INC COM 418056107 215 3183 SH SOLE 3183 0 0 HERSHEY CO COM 427866108 667 3027 SH SOLE 3027 0 0 HOME DEPOT INC COM 437076102 3674 13313 SH SOLE 13313 0 0 HOME DEPOT INC COM 437076102 505 1831 SH OTR 1831 0 0 HONEYWELL INTL INC COM 438516106 187 1120 SH OTR 1120 0 0 HONEYWELL INTL INC COM 438516106 3588 21490 SH SOLE 21490 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2564 11695 SH SOLE 11695 0 0 ISHARES TR CORE S&P MCP ETF 464287507 65 295 SH OTR 295 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2697 30934 SH SOLE 30934 0 0 ISHARES TR CORE S&P SCP ETF 464287804 61 703 SH OTR 703 0 0 JOHNSON & JOHNSON COM 478160104 265 1623 SH SOLE 1623 0 0 JOHNSON & JOHNSON COM 478160104 8698 53244 SH OTR 53244 0 0 JPMORGAN CHASE & CO COM 46625H100 523 5003 SH OTR 5003 0 0 JPMORGAN CHASE & CO COM 46625H100 3663 35051 SH SOLE 35051 0 0 LILLY ELI & CO COM 532457108 546 1690 SH OTR 1690 0 0 LILLY ELI & CO COM 532457108 194 600 SH SOLE 600 0 0 LOCKHEED MARTIN CORP COM 539830109 48 125 SH OTR 125 0 0 LOCKHEED MARTIN CORP COM 539830109 426 1104 SH SOLE 1104 0 0 MCDONALDS CORP COM 580135101 53 230 SH OTR 230 0 0 MCDONALDS CORP COM 580135101 230 998 SH SOLE 998 0 0 MERCK & CO INC COM 58933Y105 86 1000 SH OTR 1000 0 0 MERCK & CO INC COM 58933Y105 707 8209 SH SOLE 8209 0 0 META PLATFORMS INC CL A 30303M102 351 2588 SH OTR 2588 0 0 META PLATFORMS INC CL A 30303M102 3485 25689 SH SOLE 25689 0 0 METLIFE INC COM 59156R108 287 4721 SH SOLE 4721 0 0 METLIFE INC COM 59156R108 21 351 SH OTR 351 0 0 MICROSOFT CORP COM 594918104 1464 6288 SH OTR 6288 0 0 MICROSOFT CORP COM 594918104 8384 35998 SH SOLE 35998 0 0 MKS INSTRS INC COM 55306N104 1497 18109 SH SOLE 18109 0 0 MKS INSTRS INC COM 55306N104 43 525 SH OTR 525 0 0 MONDELEZ INTL INC CL A 609207105 241 4404 SH OTR 4404 0 0 MONDELEZ INTL INC CL A 609207105 3245 59176 SH SOLE 59176 0 0 MORGAN STANLEY COM NEW 617446448 198 2507 SH OTR 2507 0 0 MORGAN STANLEY COM NEW 617446448 12 156 SH SOLE 156 0 0 NEXTERA ENERGY INC COM 65339F101 5393 68780 SH SOLE 68780 0 0 NEXTERA ENERGY INC COM 65339F101 325 4143 SH OTR 4143 0 0 NIKE INC CL B 654106103 193 2324 SH OTR 2324 0 0 NIKE INC CL B 654106103 3413 41062 SH SOLE 41062 0 0 NORFOLK SOUTHN CORP COM 655844108 808 3855 SH SOLE 3855 0 0 PEPSICO INC COM 713448108 434 2661 SH SOLE 2661 0 0 PEPSICO INC COM 713448108 210 1284 SH OTR 1284 0 0 PFIZER INC COM 717081103 208 4757 SH OTR 4757 0 0 PFIZER INC COM 717081103 293 6706 SH SOLE 6706 0 0 PHILIP MORRIS INTL INC COM 718172109 268 3230 SH OTR 3230 0 0 PHILIP MORRIS INTL INC COM 718172109 55 660 SH SOLE 660 0 0 PNC FINL SVCS GROUP INC COM 693475105 494 3306 SH OTR 3306 0 0 PNC FINL SVCS GROUP INC COM 693475105 137 919 SH SOLE 919 0 0 PPG INDS INC COM 693506107 386 3486 SH SOLE 3486 0 0 PPL CORP COM 69351T106 267 10522 SH SOLE 10522 0 0 PPL CORP COM 69351T106 20 800 SH OTR 800 0 0 PROCTER AND GAMBLE CO COM 742718109 397 3148 SH SOLE 3148 0 0 PROCTER AND GAMBLE CO COM 742718109 185 1462 SH OTR 1462 0 0 QUANTA SVCS INC COM 74762E102 261 2050 SH OTR 2050 0 0 QUEST DIAGNOSTICS INC COM 74834L100 263 2140 SH SOLE 2140 0 0 REGENERON PHARMACEUTICALS COM 75886F107 246 357 SH OTR 357 0 0 REGENERON PHARMACEUTICALS COM 75886F107 3916 5684 SH SOLE 5684 0 0 ROPER TECHNOLOGIES INC COM 776696106 265 737 SH OTR 737 0 0 ROPER TECHNOLOGIES INC COM 776696106 4639 12898 SH SOLE 12898 0 0 S&P GLOBAL INC COM 78409V104 325 1065 SH OTR 1065 0 0 S&P GLOBAL INC COM 78409V104 3136 10270 SH SOLE 10270 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 557 7740 SH OTR 7740 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 9512 132068 SH SOLE 132068 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 132 4356 SH OTR 4356 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1461 48137 SH SOLE 48137 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2207 15496 SH SOLE 15496 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 335 2355 SH OTR 2355 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 132 1092 SH OTR 1092 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1347 11123 SH SOLE 11123 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 157 1895 SH OTR 1895 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1394 16830 SH SOLE 16830 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 6282 52887 SH SOLE 52887 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 591 4974 SH OTR 4974 0 0 SHERWIN WILLIAMS CO COM 824348106 178 868 SH OTR 868 0 0 SHERWIN WILLIAMS CO COM 824348106 3035 14825 SH SOLE 14825 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 114 1339 SH OTR 1339 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 2138 25068 SH SOLE 25068 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 492 1378 SH SOLE 1378 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 327 916 SH OTR 916 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 618 7037 SH SOLE 7037 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 448 5103 SH OTR 5103 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 921 36920 SH OTR 36920 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 5714 229027 SH SOLE 229027 0 0 SPDR SER TR S&P 400 MDCP GRW 78464A821 387 6406 SH OTR 6406 0 0 SPDR SER TR S&P 400 MDCP GRW 78464A821 1408 23325 SH SOLE 23325 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 57 1184 SH OTR 1184 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1785 37375 SH SOLE 37375 0 0 TE CONNECTIVITY LTD SHS H84989104 3184 28851 SH SOLE 28851 0 0 TE CONNECTIVITY LTD SHS H84989104 255 2307 SH OTR 2307 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 449 885 SH OTR 885 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4950 9760 SH SOLE 9760 0 0 UNION PAC CORP COM 907818108 676 3468 SH SOLE 3468 0 0 UNION PAC CORP COM 907818108 46 235 SH OTR 235 0 0 UNITED PARCEL SERVICE INC CL B 911312106 300 1860 SH SOLE 1860 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5317 10527 SH SOLE 10527 0 0 UNITEDHEALTH GROUP INC COM 91324P102 568 1124 SH OTR 1124 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 562 23936 SH OTR 23936 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 11782 501807 SH SOLE 501807 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11429 160229 SH SOLE 160229 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3909 54798 SH OTR 54798 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 587 12305 SH OTR 12305 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 738 15465 SH SOLE 15465 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 157 478 SH OTR 478 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 19252 58641 SH SOLE 58641 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 317 7154 SH OTR 7154 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2389 53856 SH SOLE 53856 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2320 50696 SH OTR 50696 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 31732 693289 SH SOLE 693289 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 239 2658 SH SOLE 2658 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 259 1485 SH SOLE 1485 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 388 10210 SH SOLE 10210 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 69 1820 SH OTR 1820 0 0 VISA INC COM CL A 92826C839 4857 27339 SH SOLE 27339 0 0 VISA INC COM CL A 92826C839 382 2151 SH OTR 2151 0 0 WALMART INC COM 931142103 407 3139 SH SOLE 3139 0 0 WASTE MGMT INC DEL COM 94106L109 537 3349 SH SOLE 3349 0 0 WSFS FINL CORP COM 929328102 552 11886 SH SOLE 11886 0 0 ZOETIS INC CL A 98978V103 175 1181 SH OTR 1181 0 0 ZOETIS INC CL A 98978V103 3084 20796 SH SOLE 20796 0 0