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Section 1: 13F-HR

Form 13F Filer Information

Filer CIK
Filer CCC
File Number
06-30-2020
Period
Is this a LIVE or TEST Filing? LIVE TEST
Would you like a return copy? YES
Is this an electronic copy of an official filing submitted in paper format? YES

Submission Contact Information

Name
Phone
Email Address

Notification Information

Notify via Filing website only? YES

Notification will automatically be sent to the Login CIK, Submission Contact, and Primary Issuers. Specify additional addresses below.

Notification Email Addresses

United States
Securities and Exchange Commission
Washington, D.C. 20549

Form 13F

Form 13F Cover Page

Report for the Calendar Year or Quarter Ended:
06-30-2020
Check here if Amendment: Amendment Number:

This Amendment (Check only one.):

is a restatement.
adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
UNIVEST FINANCIAL Corp
Address:
14 North Main Street
Po Box 197
SOUDERTON
PA
18964

Form 13F File Number:

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:

Name:
/s/ Beth Nauman
Title:
Compliance Trust Officer
Phone:
215-703-5240

Signature, Place, and Date of Signing:

/s/ Beth Nauman
[Signature]
Souderton,PA
[City, State]
07-08-2020
[Date]

Report Type (Check only one.):

13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)

13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)

13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager

[If there are no entries in this list, omit this section.]

Form 13F File Number Name

[Repeat as necessary.]

Do you wish to provide information pursuant to Special Instruction 5? Yes No

Additional Information

Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
174
Form 13F Information table Value Total:
303034
(thousands)

Confidential information has been omitted from the public Form 13F report and filed separately with the Commission.

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.


NONE





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Section 2: INFORMATION TABLE (INFORMATION TABLE)

FORM 13F INFORMATION TABLE

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8
Name of Issuer Title of Class CUSIP Value
(x$1000)
SHRS or
PRN AMT
SH/PRN PUT/CALL Investment
DISCRETION
Other
Manager
Voting Authority
Sole Shared None
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
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