GIRARD PARTNERS LTD.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Signature - Title
Beth Nauman - Trust Compliance Officer
Location
King Of Prussia, PA
Summary
This page shows a list of all the recent 13F filings made by GIRARD PARTNERS LTD.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GIRARD PARTNERS LTD. didn't report any stock holdings as of Q3 2024. UNIVEST FINANCIAL Corp is reporting for GIRARD PARTNERS LTD..
Holdings Value

UNIVEST FINANCIAL Corp is reporting for GIRARD PARTNERS LTD.:

Name Holdings Value Location File Number
UNIVEST FINANCIAL Corp $1.52B Souderton, PA 028-03779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13F-NT 11/14/2024, 01:47 PM
Q2 2024 259 $1.06B +$26.2M -$40.3M -$14.2M SPLG, VXUS, AAPL, MSFT, SPAB 13F-HR 8/12/2024, 09:37 AM
Q1 2024 262 $1.06B +$99.4M -$77M +$22.4M SPLG, VXUS, AAPL, MSFT, SPAB 13F-HR 5/13/2024, 10:44 AM
Q4 2023 246 $985M +$50.9M -$49.4M +$1.52M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 2/9/2024, 02:46 PM
Q3 2023 243 $886M +$25.7M -$43.7M -$18M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 11/2/2023, 02:05 PM
Q2 2023 252 $947M +$51.1M -$61.9M -$10.8M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 8/15/2023, 01:43 PM
Q1 2023 252 $904M +$79.9M -$114M -$33.8M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 5/12/2023, 02:49 PM
Q4 2022 260 $883M +$95M -$22.8M +$72.2M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 1/26/2023, 11:32 AM
Q3 2022 231 $754M +$68.8M -$35.6M +$33.2M AAPL, SPLG, VXUS, SPAB, MSFT 13F-HR 10/20/2022, 02:49 PM
Q2 2022 218 $784M +$57.3M -$41.7M +$15.6M AAPL, SPLG, SPAB, VXUS, MSFT 13F-HR 7/26/2022, 11:08 AM
Q1 2022 247 $914M +$130M -$78.2M +$51.3M AAPL, SPLG, SPAB, MSFT, VXUS 13F-HR 4/27/2022, 11:48 AM
Q4 2021 257 $920M +$75.8M -$23M +$52.7M AAPL, SPAB, MSFT, SPLG, BLK 13F-HR 2/2/2022, 03:17 PM
Q3 2021 252 $792M +$38.6M -$17.2M +$21.4M AAPL, SPAB, MSFT, SPLG, BLK Restatement 11/1/2021, 04:17 PM
Q2 2021 261 $778M +$64.3M -$23M +$41.3M AAPL, SPAB, MSFT, SPLG, BLK 13F-HR 8/10/2021, 12:44 PM
Q1 2021 215 $693M +$36.8M -$18M +$18.9M AAPL, SPAB, MSFT, SPLG, BLK 13F-HR 5/6/2021, 03:47 PM
Q4 2020 208 $649M +$32.2M -$33.7M -$1.43M AAPL, SPAB, MSFT, BLK, SPLG 13F-HR 2/2/2021, 12:17 PM
Q3 2020 210 $598M +$76M -$38.6M +$37.5M AAPL, SPAB, MSFT, HD, BLK 13F-HR 11/13/2020, 09:55 AM
Q2 2020 207 $554M +$17.5M -$50.5M -$33M AAPL, SPAB, MSFT, BLK, HD 13F-HR 8/10/2020, 09:35 AM
Q1 2020 206 $497M +$30.7M -$30.5M +$180K AAPL, SPAB, MSFT, BNDX, BLK Restatement 5/5/2020, 02:57 PM
Q4 2019 226 $602M +$40.9M -$16.5M +$24.4M AAPL, BNDX, SPAB, MSFT, BLK 13F-HR 2/3/2020, 02:16 PM
Q3 2019 212 $537M +$13M -$51.8M -$38.8M AAPL, SPAB, MSFT, HD, BLK 13F-HR 11/1/2019, 03:51 PM
Q2 2019 232 $567M +$26.5M -$22.9M +$3.63M AAPL, SPAB, MSFT, V, BLK 13F-HR 8/12/2019, 03:53 PM
Q1 2019 235 $536M +$29.1M -$25.5M +$3.59M AAPL, SPAB, MSFT, V, INTC 13F-HR 5/8/2019, 11:16 AM
Q4 2018 239 $476M +$32.6M -$57.7M -$25.1M AAPL, SPAB, MSFT, V, BNDX 13F-HR 2/11/2019, 05:15 PM
Q3 2018 938 $564M +$40M -$44.4M -$4.38M AAPL, MSFT, V, SPAB, HD 13F-HR 11/9/2018, 09:10 AM
Q2 2018 262 $530M +$122M -$23.3M +$98.2M AAPL, V, MSFT, BLK, SPAB 13F-HR 8/7/2018, 08:44 AM
Q1 2018 244 $428M +$25M -$112M -$86.9M BLK, MSFT, V, JNJ, INTC 13F-HR 4/18/2018, 03:14 PM
Q4 2017 280 $522M +$46.6M -$37.4M +$9.17M AAPL, JNJ, BLK, V, MSFT 13F-HR 2/7/2018, 12:26 PM
Q3 2017 258 $484M +$21.4M -$13.7M +$7.67M AAPL, JNJ, AGG, BLK, V 13F-HR 11/8/2017, 12:21 PM
Q2 2017 265 $462M +$48M -$9.82M +$38.2M AAPL, JNJ, AGG, BLK, MO 13F-HR 8/8/2017, 03:04 PM
Q1 2017 229 $414M +$61.6M -$10.5M +$51.1M AAPL, JNJ, DIS, BLK, MO 13F-HR 5/3/2017, 08:49 AM
Q4 2016 220 $344M +$44.6M -$5.66M +$39M AAPL, DIS, BLK, XOM, AGG 13F-HR 2/8/2017, 01:50 PM
Q3 2016 201 $300M +$39.8M -$6.8M +$33M AAPL, JNJ, BLK, DIS, V 13F-HR 11/4/2016, 08:38 AM
Q2 2016 190 $263M +$38.9M -$8.41M +$30.4M AAPL, JNJ, BLK, DIS, XOM 13F-HR 8/12/2016, 11:29 AM
Q1 2016 187 $229M +$25.1M -$7.43M +$17.7M AAPL, BLK, JNJ, HD, DIS 13F-HR 5/12/2016, 10:41 AM
Q4 2015 170 $207M +$25.1M -$4.72M +$20.4M AAPL, BLK, HD, JNJ, VBR 13F-HR 2/10/2016, 12:57 PM
Q3 2015 151 $176M +$21.4M -$11.3M +$10.1M AAPL, VBR, HD, BLK, VFC 13F-HR 11/9/2015, 09:22 AM
Q2 2015 149 $179M +$17.3M -$3.35M +$14M AAPL, UTX, VBR, BLK, XOM 13F-HR 8/4/2015, 10:16 AM
Q1 2015 143 $168M +$14.4M -$5.33M +$9.07M AAPL, UTX, XOM, BLK, JNJ 13F-HR 4/29/2015, 03:36 PM
Q4 2014 144 $160M +$14.6M -$9.86M +$4.71M AAPL, UTX, XOM, JNJ, BLK 13F-HR 2/13/2015, 07:47 AM
Q3 2014 137 $149M +$10.2M -$5.46M +$4.74M AAPL, XOM, JNJ, UTX, CVX 13F-HR 11/7/2014, 10:54 AM
Q2 2014 137 $145M +$18.6M -$11.7M +$6.89M AAPL, XOM, UTX, CVX, JNJ 13F-HR 8/8/2014, 11:42 AM
Q1 2014 140 $141M +$19.3M -$3.89M +$15.4M AAPL, XOM, UTX, JNJ, CVX 13F-HR 5/13/2014, 01:51 PM
Q4 2013 130 $126M $0 $0 AAPL, XOM, UTX, CVX, JNJ 13F-HR 2/11/2014, 05:02 PM