0001085146-20-002502.txt : 20201013 0001085146-20-002502.hdr.sgml : 20201013 20201013121117 ACCESSION NUMBER: 0001085146-20-002502 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201013 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201013 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: 201235484 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 09-30-2020 09-30-2020 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 10-13-2020 0 177 315958 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 170 1945 SH OTR 1945 0 0 ABBVIE INC COM 00287Y109 3467 39587 SH SOLE 39587 0 0 AIR PRODS & CHEMS INC COM 009158106 153 512 SH OTR 512 0 0 AIR PRODS & CHEMS INC COM 009158106 3609 12118 SH SOLE 12118 0 0 ALLSTATE CORP COM 020002101 172 1832 SH OTR 1832 0 0 ALLSTATE CORP COM 020002101 3427 36405 SH SOLE 36405 0 0 ALPHABET INC CAP STK CL A 02079K305 227 155 SH OTR 155 0 0 ALPHABET INC CAP STK CL A 02079K305 4715 3217 SH SOLE 3217 0 0 ALTRIA GROUP INC COM 02209S103 187 4830 SH OTR 4830 0 0 ALTRIA GROUP INC COM 02209S103 34 888 SH SOLE 888 0 0 AMAZON COM INC COM 023135106 4540 1442 SH SOLE 1442 0 0 AMAZON COM INC COM 023135106 202 64 SH OTR 64 0 0 AMDOCS LTD SHS G02602103 6003 104562 SH SOLE 104562 0 0 AMDOCS LTD SHS G02602103 297 5168 SH OTR 5168 0 0 AMERICAN EXPRESS CO COM 025816109 3454 34451 SH SOLE 34451 0 0 AMERICAN EXPRESS CO COM 025816109 181 1801 SH OTR 1801 0 0 AMERICAN TOWER CORP NEW COM 03027X100 182 753 SH OTR 753 0 0 AMERICAN TOWER CORP NEW COM 03027X100 3386 14006 SH SOLE 14006 0 0 AMGEN INC COM 031162100 292 1149 SH OTR 1149 0 0 AMGEN INC COM 031162100 5782 22749 SH SOLE 22749 0 0 APPLE INC COM 037833100 591 5106 SH OTR 5106 0 0 APPLE INC COM 037833100 10467 90383 SH SOLE 90383 0 0 APPLIED MATLS INC COM 038222105 239 4028 SH SOLE 4028 0 0 AT&T INC COM 00206R102 198 6945 SH OTR 6945 0 0 AT&T INC COM 00206R102 87 3050 SH SOLE 3050 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 255 1828 SH OTR 1828 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 5027 36042 SH SOLE 36042 0 0 BECTON DICKINSON & CO COM 075887109 3626 15582 SH SOLE 15582 0 0 BECTON DICKINSON & CO COM 075887109 179 769 SH OTR 769 0 0 BK OF AMERICA CORP COM 060505104 3426 142206 SH SOLE 142206 0 0 BK OF AMERICA CORP COM 060505104 166 6898 SH OTR 6898 0 0 BOEING CO COM 097023105 16 98 SH SOLE 98 0 0 BOEING CO COM 097023105 242 1466 SH OTR 1466 0 0 BRYN MAWR BK CORP COM 117665109 304 12240 SH SOLE 12240 0 0 CHEVRON CORP NEW COM 166764100 194 2692 SH SOLE 2692 0 0 CHEVRON CORP NEW COM 166764100 64 884 SH OTR 884 0 0 CISCO SYS INC COM 17275R102 77 1955 SH OTR 1955 0 0 CISCO SYS INC COM 17275R102 443 11248 SH SOLE 11248 0 0 CME GROUP INC COM 12572Q105 255 1527 SH SOLE 1527 0 0 COCA COLA CO COM 191216100 310 6282 SH SOLE 6282 0 0 COMCAST CORP NEW CL A 20030N101 4660 100731 SH SOLE 100731 0 0 COMCAST CORP NEW CL A 20030N101 256 5538 SH OTR 5538 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3203 16901 SH SOLE 16901 0 0 CONSTELLATION BRANDS INC CL A 21036P108 179 945 SH OTR 945 0 0 CORNING INC COM 219350105 280 8629 SH SOLE 8629 0 0 COSTCO WHSL CORP NEW COM 22160K105 202 568 SH OTR 568 0 0 COSTCO WHSL CORP NEW COM 22160K105 4503 12685 SH SOLE 12685 0 0 CVS HEALTH CORP COM 126650100 165 2820 SH OTR 2820 0 0 CVS HEALTH CORP COM 126650100 3227 55264 SH SOLE 55264 0 0 DISNEY WALT CO COM DISNEY 254687106 275 2213 SH OTR 2213 0 0 DISNEY WALT CO COM DISNEY 254687106 4978 40123 SH SOLE 40123 0 0 DOMINION ENERGY INC COM 25746U109 388 4910 SH SOLE 4910 0 0 EQUIFAX INC COM 294429105 981 6250 SH OTR 6250 0 0 ESSENTIAL UTILS INC COM 29670G102 227 5636 SH SOLE 5636 0 0 EXELON CORP COM 30161N101 211 5900 SH OTR 5900 0 0 EXELON CORP COM 30161N101 38 1071 SH SOLE 1071 0 0 EXXON MOBIL CORP COM 30231G102 133 3866 SH OTR 3866 0 0 EXXON MOBIL CORP COM 30231G102 214 6223 SH SOLE 6223 0 0 FACEBOOK INC CL A 30303M102 5120 19551 SH SOLE 19551 0 0 FACEBOOK INC CL A 30303M102 242 923 SH OTR 923 0 0 FASTENAL CO COM 311900104 297 6587 SH SOLE 6587 0 0 FEDEX CORP COM 31428X106 3842 15276 SH SOLE 15276 0 0 FEDEX CORP COM 31428X106 139 552 SH OTR 552 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 308 2095 SH OTR 2095 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 41 276 SH SOLE 276 0 0 GENERAL DYNAMICS CORP COM 369550108 78 567 SH OTR 567 0 0 GENERAL DYNAMICS CORP COM 369550108 1336 9654 SH SOLE 9654 0 0 GENERAL ELECTRIC CO COM 369604103 77 12302 SH OTR 12302 0 0 GENERAL ELECTRIC CO COM 369604103 50 7950 SH SOLE 7950 0 0 GLOBAL PMTS INC COM 37940X102 265 1494 SH OTR 1494 0 0 GLOBAL PMTS INC COM 37940X102 5302 29859 SH SOLE 29859 0 0 HASBRO INC COM 418056107 410 4959 SH SOLE 4959 0 0 HERSHEY CO COM 427866108 377 2627 SH SOLE 2627 0 0 HOME DEPOT INC COM 437076102 489 1762 SH OTR 1762 0 0 HOME DEPOT INC COM 437076102 6440 23189 SH SOLE 23189 0 0 HONEYWELL INTL INC COM 438516106 3620 21992 SH SOLE 21992 0 0 HONEYWELL INTL INC COM 438516106 146 887 SH OTR 887 0 0 INTEL CORP COM 458140100 43 835 SH OTR 835 0 0 INTEL CORP COM 458140100 167 3230 SH SOLE 3230 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 3821 38192 SH SOLE 38192 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 184 1838 SH OTR 1838 0 0 IQVIA HLDGS INC COM 46266C105 3898 24726 SH SOLE 24726 0 0 IQVIA HLDGS INC COM 46266C105 190 1206 SH OTR 1206 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2822 40185 SH SOLE 40185 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2833 15287 SH SOLE 15287 0 0 ISHARES TR PFD AND INCM SEC 464288687 19 519 SH OTR 519 0 0 ISHARES TR PFD AND INCM SEC 464288687 339 9295 SH SOLE 9295 0 0 ISHARES TR CORE S&P MCP ETF 464287507 63 338 SH OTR 338 0 0 ISHARES TR CORE S&P SCP ETF 464287804 62 879 SH OTR 879 0 0 JOHNSON & JOHNSON COM 478160104 12133 81493 SH SOLE 81493 0 0 JOHNSON & JOHNSON COM 478160104 240 1615 SH OTR 1615 0 0 JPMORGAN CHASE & CO COM 46625H100 3814 39613 SH SOLE 39613 0 0 JPMORGAN CHASE & CO COM 46625H100 330 3428 SH OTR 3428 0 0 KIMBERLY CLARK CORP COM 494368103 4717 31943 SH SOLE 31943 0 0 KIMBERLY CLARK CORP COM 494368103 216 1466 SH OTR 1466 0 0 LILLY ELI & CO COM 532457108 89 600 SH SOLE 600 0 0 LILLY ELI & CO COM 532457108 132 890 SH OTR 890 0 0 LOCKHEED MARTIN CORP COM 539830109 539 1405 SH SOLE 1405 0 0 LOCKHEED MARTIN CORP COM 539830109 201 525 SH OTR 525 0 0 MCDONALDS CORP COM 580135101 331 1506 SH SOLE 1506 0 0 MCDONALDS CORP COM 580135101 50 230 SH OTR 230 0 0 MEDTRONIC PLC SHS G5960L103 255 2457 SH SOLE 2457 0 0 MERCK & CO. INC COM 58933Y105 88 1060 SH OTR 1060 0 0 MERCK & CO. INC COM 58933Y105 793 9566 SH SOLE 9566 0 0 METLIFE INC COM 59156R108 13 351 SH OTR 351 0 0 METLIFE INC COM 59156R108 375 10079 SH SOLE 10079 0 0 MICROSOFT CORP COM 594918104 611 2905 SH OTR 2905 0 0 MICROSOFT CORP COM 594918104 7765 36920 SH SOLE 36920 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 99 1230 SH OTR 1230 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 2215 27615 SH SOLE 27615 0 0 NEXTERA ENERGY INC COM 65339F101 3231 11640 SH SOLE 11640 0 0 NEXTERA ENERGY INC COM 65339F101 148 532 SH OTR 532 0 0 NIKE INC CL B 654106103 5618 44748 SH SOLE 44748 0 0 NIKE INC CL B 654106103 260 2068 SH OTR 2068 0 0 NORFOLK SOUTHN CORP COM 655844108 849 3966 SH SOLE 3966 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 286 620 SH OTR 620 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 5981 12971 SH SOLE 12971 0 0 PACCAR INC COM 693718108 100 1177 SH OTR 1177 0 0 PACCAR INC COM 693718108 2468 28938 SH SOLE 28938 0 0 PAYCHEX INC COM 704326107 408 5109 SH SOLE 5109 0 0 PEPSICO INC COM 713448108 178 1284 SH OTR 1284 0 0 PEPSICO INC COM 713448108 652 4701 SH SOLE 4701 0 0 PFIZER INC COM 717081103 183 4993 SH OTR 4993 0 0 PFIZER INC COM 717081103 430 11721 SH SOLE 11721 0 0 PHILIP MORRIS INTL INC COM 718172109 59 785 SH SOLE 785 0 0 PHILIP MORRIS INTL INC COM 718172109 242 3230 SH OTR 3230 0 0 PNC FINL SVCS GROUP INC COM 693475105 334 3040 SH OTR 3040 0 0 PNC FINL SVCS GROUP INC COM 693475105 2893 26322 SH SOLE 26322 0 0 PPG INDS INC COM 693506107 458 3748 SH SOLE 3748 0 0 PPL CORP COM 69351T106 22 800 SH OTR 800 0 0 PPL CORP COM 69351T106 732 26903 SH SOLE 26903 0 0 PROCTER AND GAMBLE CO COM 742718109 758 5455 SH SOLE 5455 0 0 QUEST DIAGNOSTICS INC COM 74834L100 398 3473 SH SOLE 3473 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 208 6939 SH OTR 6939 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4516 150771 SH SOLE 150771 0 0 SEMPRA ENERGY COM 816851109 2533 21401 SH SOLE 21401 0 0 SEMPRA ENERGY COM 816851109 127 1076 SH OTR 1076 0 0 SHERWIN WILLIAMS CO COM 824348106 151 217 SH OTR 217 0 0 SHERWIN WILLIAMS CO COM 824348106 3250 4665 SH SOLE 4665 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 293 2011 SH OTR 2011 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 6097 41904 SH SOLE 41904 0 0 SOUTHERN CO COM 842587107 371 6849 SH SOLE 6849 0 0 SOUTHERN CO COM 842587107 54 1000 SH OTR 1000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 706 2107 SH SOLE 2107 0 0 SYSCO CORP COM 871829107 429 6891 SH SOLE 6891 0 0 TE CONNECTIVITY LTD REG SHS H84989104 6158 63007 SH SOLE 63007 0 0 TE CONNECTIVITY LTD REG SHS H84989104 360 3679 SH OTR 3679 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 266 602 SH OTR 602 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5689 12885 SH SOLE 12885 0 0 UNION PAC CORP COM 907818108 164 831 SH OTR 831 0 0 UNION PAC CORP COM 907818108 623 3165 SH SOLE 3165 0 0 UNITED PARCEL SERVICE INC CL B 911312106 608 3646 SH SOLE 3646 0 0 UNITEDHEALTH GROUP INC COM 91324P102 254 814 SH SOLE 814 0 0 UNITEDHEALTH GROUP INC COM 91324P102 67 215 SH OTR 215 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 7892 549216 SH SOLE 549216 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 684 47581 SH OTR 47581 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 434 4921 SH OTR 4921 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 264 2998 SH SOLE 2998 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 300 5157 SH OTR 5157 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 35 610 SH SOLE 610 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 203 2573 SH SOLE 2573 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 147 478 SH OTR 478 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21948 71340 SH SOLE 71340 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 462 9150 SH SOLE 9150 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 41576 796927 SH SOLE 796927 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1690 32395 SH OTR 32395 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 226 5535 SH SOLE 5535 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 52 1264 SH OTR 1264 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 221 2886 SH SOLE 2886 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 307 1657 SH SOLE 1657 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3625 60935 SH SOLE 60935 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 322 5415 SH OTR 5415 0 0 VISA INC COM CL A 92826C839 5793 28969 SH SOLE 28969 0 0 VISA INC COM CL A 92826C839 295 1475 SH OTR 1475 0 0 WALMART INC COM 931142103 6 45 SH OTR 45 0 0 WALMART INC COM 931142103 448 3202 SH SOLE 3202 0 0 WASTE MGMT INC DEL COM 94106L109 624 5512 SH SOLE 5512 0 0