0001085146-19-000234.txt : 20190128 0001085146-19-000234.hdr.sgml : 20190128 20190125183949 ACCESSION NUMBER: 0001085146-19-000234 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190128 DATE AS OF CHANGE: 20190125 EFFECTIVENESS DATE: 20190128 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: 19543564 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 12-31-2018 12-31-2018 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 01-24-2019 0 112 271409 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 3927 42602 SH OTR 42602 0 0 ACHILLION PHARMACEUTICALS IN COM 00448Q201 27 16980 SH SOLE 16980 0 0 AIR PRODS & CHEMS INC COM 009158106 2407 15036 SH OTR 15036 0 0 ALLSTATE CORP COM 020002101 3500 42359 SH OTR 42359 0 0 ALPHABET INC CAP STK CL A 02079K305 3727 3567 SH OTR 3567 0 0 ALTRIA GROUP INC COM 02209S103 300 6073 SH OTR 6073 0 0 AMERISOURCEBERGEN CORP COM 03073E105 2768 37202 SH OTR 37202 0 0 AMGEN INC COM 031162100 4583 23544 SH OTR 23544 0 0 APPLE INC COM 037833100 4481 28405 SH OTR 28405 0 0 AT&T INC COM 00206R102 740 25923 SH OTR 25923 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2226 16977 SH OTR 16977 0 0 BANK AMER CORP COM 060505104 2010 81563 SH OTR 81563 0 0 BB&T CORP COM 054937107 551 12718 SH OTR 12718 0 0 BECTON DICKINSON & CO COM 075887109 3740 16600 SH OTR 16600 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 330 1614 SH SOLE 1614 0 0 BOEING CO COM 097023105 662 2054 SH OTR 2054 0 0 BOOKING HLDGS INC COM 09857L108 4864 2824 SH OTR 2824 0 0 BP PLC SPONSORED ADR 055622104 307 8102 SH OTR 8102 0 0 BROADCOM INC COM 11135F101 5032 19790 SH OTR 19790 0 0 BRYN MAWR BK CORP COM 117665109 421 12240 SH SOLE 12240 0 0 CATERPILLAR INC DEL COM 149123101 404 3178 SH SOLE 3178 0 0 CHEVRON CORP NEW COM 166764100 568 5224 SH OTR 5224 0 0 CISCO SYS INC COM 17275R102 644 14858 SH OTR 14858 0 0 COCA COLA CO COM 191216100 763 16108 SH SOLE 16108 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4227 66581 SH OTR 66581 0 0 COMCAST CORP NEW CL A 20030N101 3797 111521 SH OTR 111521 0 0 CONOCOPHILLIPS COM 20825C104 2128 34137 SH OTR 34137 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2311 14372 SH OTR 14372 0 0 COSTCO WHSL CORP NEW COM 22160K105 3560 17475 SH OTR 17475 0 0 CVS HEALTH CORP COM 126650100 2468 37671 SH OTR 37671 0 0 DISCOVER FINL SVCS COM 254709108 2941 49869 SH OTR 49869 0 0 DISNEY WALT CO COM DISNEY 254687106 4111 37495 SH OTR 37495 0 0 DOMINION ENERGY INC COM 25746U109 360 5031 SH SOLE 5031 0 0 DOWDUPONT INC COM 26078J100 317 5929 SH OTR 5929 0 0 DXC TECHNOLOGY CO COM 23355L106 1630 30657 SH OTR 30657 0 0 EATON CORP PLC SHS G29183103 999 14545 SH SOLE 14545 0 0 EOG RES INC COM 26875P101 1627 18652 SH OTR 18652 0 0 EQUIFAX INC COM 294429105 768 8250 SH OTR 8250 0 0 EXELON CORP COM 30161N101 367 8136 SH OTR 8136 0 0 EXXON MOBIL CORP COM 30231G102 723 10601 SH OTR 10601 0 0 FACEBOOK INC CL A 30303M102 3148 24016 SH OTR 24016 0 0 FASTENAL CO COM 311900104 404 7721 SH SOLE 7721 0 0 FEDEX CORP COM 31428X106 2034 12610 SH OTR 12610 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 215 2095 SH OTR 2095 0 0 GENERAL DYNAMICS CORP COM 369550108 2087 13275 SH OTR 13275 0 0 GENERAL ELECTRIC CO COM 369604103 129 17038 SH OTR 17038 0 0 GENUINE PARTS CO COM 372460105 386 4015 SH OTR 4015 0 0 GLOBAL PMTS INC COM 37940X102 1992 19319 SH OTR 19319 0 0 HARRIS CORP DEL COM 413875105 2818 20929 SH OTR 20929 0 0 HERSHEY CO COM 427866108 247 2300 SH SOLE 2300 0 0 HOME DEPOT INC COM 437076102 4649 27057 SH OTR 27057 0 0 HONEYWELL INTL INC COM 438516106 2712 20529 SH OTR 20529 0 0 INTEL CORP COM 458140100 586 12477 SH OTR 12477 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4301 57097 SH OTR 57097 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 215 1895 SH OTR 1895 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2276 13706 SH SOLE 13706 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2326 33555 SH SOLE 33555 0 0 ISHARES TR S&P US PFD STK 464288687 377 11014 SH OTR 11014 0 0 JOHNSON & JOHNSON COM 478160104 11107 86070 SH OTR 86070 0 0 JPMORGAN CHASE & CO COM 46625H100 4468 45768 SH OTR 45768 0 0 KIMBERLY CLARK CORP COM 494368103 3692 32399 SH OTR 32399 0 0 KRAFT HEINZ CO COM 500754106 1057 24552 SH OTR 24552 0 0 LOCKHEED MARTIN CORP COM 539830109 460 1758 SH OTR 1758 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 275 3308 SH SOLE 3308 0 0 MCDONALDS CORP COM 580135101 356 2005 SH SOLE 2005 0 0 MERCK & CO INC COM 58933Y105 1148 15030 SH OTR 15030 0 0 METLIFE INC COM 59156R108 321 7829 SH OTR 7829 0 0 MICROSOFT CORP COM 594918104 351 3457 SH OTR 3457 0 0 NIKE INC CL B 654106103 4173 56290 SH OTR 56290 0 0 NORFOLK SOUTHERN CORP COM 655844108 606 4051 SH SOLE 4051 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 1898 30917 SH OTR 30917 0 0 PACCAR INC COM 693718108 1462 25583 SH OTR 25583 0 0 PAYCHEX INC COM 704326107 454 6976 SH SOLE 6976 0 0 PEPSICO INC COM 713448108 296 2676 SH OTR 2676 0 0 PFIZER INC COM 717081103 274 6276 SH OTR 6276 0 0 PHILIP MORRIS INTL INC COM 718172109 268 4015 SH OTR 4015 0 0 PHILLIPS 66 COM 718546104 300 3487 SH OTR 3487 0 0 PNC FINL SVCS GROUP INC COM 693475105 4306 36836 SH OTR 36836 0 0 PPG INDS INC COM 693506107 391 3828 SH OTR 3828 0 0 PPL CORP COM 69351T106 1227 43300 SH OTR 43300 0 0 PRICE T ROWE GROUP INC COM 74144T108 3899 42238 SH OTR 42238 0 0 PROCTER AND GAMBLE CO COM 742718109 723 7869 SH OTR 7869 0 0 PRUDENTIAL FINL INC COM 744320102 301 3694 SH SOLE 3694 0 0 SCHLUMBERGER LTD COM 806857108 778 21558 SH OTR 21558 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1152 20093 SH OTR 20093 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1606 16225 SH OTR 16225 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 985 19406 SH OTR 19406 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 383 4432 SH OTR 4432 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2086 87576 SH OTR 87576 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1336 20741 SH OTR 20741 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5068 95769 SH OTR 95769 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5050 81476 SH OTR 81476 0 0 SHERWIN WILLIAMS CO COM 824348106 1979 5029 SH OTR 5029 0 0 SOUTHERN CO COM 842587107 539 12273 SH OTR 12273 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 451 1803 SH SOLE 1803 0 0 SUNCOR ENERGY INC NEW COM 867224107 1645 58823 SH OTR 58823 0 0 TE CONNECTIVITY LTD REG SHS H84989104 3916 51779 SH OTR 51779 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4227 18888 SH OTR 18888 0 0 UGI CORP NEW COM 902681105 288 5400 SH OTR 5400 0 0 UNION PAC CORP COM 907818108 551 3989 SH OTR 3989 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2270 21314 SH OTR 21314 0 0 UNITEDHEALTH GROUP INC COM 91324P102 272 1090 SH SOLE 1090 0 0 UNIVEST CORP PA COM 915271100 13282 615766 SH OTR 615766 0 0 V F CORP COM 918204108 1832 25678 SH OTR 25678 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 218 2753 SH SOLE 2753 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 291 5369 SH OTR 5369 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 19075 83004 SH SOLE 83004 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1478 32432 SH SOLE 32432 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 35669 755375 SH OTR 755375 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 387 10442 SH SOLE 10442 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3905 69458 SH OTR 69458 0 0 VISA INC COM CL A 92826C839 4659 35313 SH OTR 35313 0 0