StockDriftsStockDriftsTop 50 UNIVEST FINANCIAL Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 9.22% | 2.13M | $164.2M | +1.26%(+26.52K) | $60.52(+40.59%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 7.77% | 1.81M | $138.4M | +6.00%(+102.26K) | $67.18(+30.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.09% | 357.0K | $90.6M | -4.22%(-15.72K) | $184.18(+62.27%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.85% | 238.1K | $68.5M | -10.57%(-28.14K) | $151.02(+166.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.66% | 176.0K | $65.2M | +13.30%(+20.66K) | $390.99(+3.64%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 3.48% | 2.42M | $61.9M | -21.42%(-658.69K) | $25.56(-0.45%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 316.2K | $55.1M | +8.39%(+24.49K) | $131.74(+71.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.08% | 263.5K | $54.9M | +9.07%(+21.91K) | $183.95(+46.85%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.86% | 1.10M | $50.9M | +10.50%(+104.62K) | $46.28(-0.62%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.42% | 139.5K | $43.2M | +4.65%(+6.20K) | $169.51(+145.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.44% | +49.89% |
| Top 20 Holdings Unweighted | +15.69% | +54.83% |
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