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 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