Kesler, Norman & Wride
Latest statistics and disclosures from Kesler, Norman & Wride's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, KR, SPY, AVGO, and represent 13.29% of Kesler, Norman & Wride's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$8.1M), WMT (+$5.9M), BITB, SYK, ZTS, IBDS, PLTR, IBDR, APP, BPOP.
- Started 52 new stock positions in SCHP, TPR, APO, EPD, QCOM, HYG, BITB, IDU, HIG, IETC.
- Reduced shares in these 10 stocks: IBDQ (-$8.0M), JNJ (-$7.9M), SPY (-$7.2M), KR (-$5.2M), UNH, KEY, MDT, UPS, CBSH, BRO.
- Sold out of its positions in AWK, BMI, BRO, CI, CVX, CMG, CBSH, CVLT, CON, EIPI.
- Kesler, Norman & Wride was a net buyer of stock by $22M.
- Kesler, Norman & Wride has $583M in assets under management (AUM), dropping by 14.43%.
- Central Index Key (CIK): 0001840455
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Portfolio Holdings for Kesler, Norman & Wride
Kesler, Norman & Wride holds 236 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.3 | $19M | 71k | 271.86 |
|
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| Microsoft Corporation (MSFT) | 2.9 | $17M | 36k | 483.62 |
|
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| Kroger (KR) | 2.8 | $17M | -23% | 265k | 62.48 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $13M | -36% | 19k | 681.92 |
|
| Broadcom (AVGO) | 2.0 | $12M | 34k | 346.10 |
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| AmerisourceBergen (COR) | 1.9 | $11M | -4% | 33k | 337.76 |
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| NVIDIA Corporation (NVDA) | 1.9 | $11M | -8% | 58k | 186.50 |
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| Analog Devices (ADI) | 1.7 | $10M | +6% | 37k | 271.20 |
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| Blackrock (BLK) | 1.6 | $9.2M | +3% | 8.6k | 1070.34 |
|
| Costco Wholesale Corporation (COST) | 1.5 | $8.9M | -5% | 10k | 862.36 |
|
| General Dynamics Corporation (GD) | 1.5 | $8.7M | -4% | 26k | 336.67 |
|
| L3harris Technologies (LHX) | 1.5 | $8.6M | +3% | 29k | 293.56 |
|
| Wal-Mart Stores (WMT) | 1.5 | $8.6M | +214% | 77k | 111.41 |
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| Intercontinental Exchange (ICE) | 1.5 | $8.6M | +3% | 53k | 161.96 |
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| Parker-Hannifin Corporation (PH) | 1.5 | $8.6M | +3% | 9.8k | 879.01 |
|
| Lowe's Companies (LOW) | 1.4 | $8.4M | +2% | 35k | 241.16 |
|
| Netflix (NFLX) | 1.4 | $8.3M | +3052% | 89k | 93.76 |
|
| Chubb (CB) | 1.4 | $8.2M | 26k | 312.12 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.4 | $8.2M | +29% | 337k | 24.23 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.4 | $8.2M | +2% | 11k | 753.78 |
|
| Cisco Systems (CSCO) | 1.3 | $7.8M | 102k | 77.03 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $7.4M | +3% | 13k | 570.88 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.3 | $7.3M | +56% | 302k | 24.28 |
|
| Amgen (AMGN) | 1.2 | $7.3M | -4% | 22k | 327.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $7.0M | -10% | 23k | 313.00 |
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| Abbott Laboratories (ABT) | 1.2 | $6.8M | 54k | 125.29 |
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| Ea Series Trust Cambria Tax Awar (TAX) | 1.1 | $6.6M | -12% | 233k | 28.40 |
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| Jack Henry & Associates (JKHY) | 1.1 | $6.4M | +7% | 35k | 182.48 |
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| Union Pacific Corporation (UNP) | 1.1 | $6.4M | +5% | 28k | 231.32 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $6.3M | -5% | 124k | 50.86 |
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| Stryker Corporation (SYK) | 1.1 | $6.2M | +103% | 18k | 351.47 |
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| Nextera Energy (NEE) | 1.1 | $6.2M | 77k | 80.28 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $6.1M | +7% | 23k | 268.30 |
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| Procter & Gamble Company (PG) | 1.0 | $6.1M | +5% | 42k | 143.31 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $5.8M | 12k | 483.68 |
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| Emerson Electric (EMR) | 1.0 | $5.7M | 43k | 132.72 |
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| New York Life Invts Active E Nyli Winslow Lar (IWLG) | 1.0 | $5.6M | +6% | 103k | 54.20 |
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| Eli Lilly & Co. (LLY) | 1.0 | $5.6M | +8% | 5.2k | 1074.55 |
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| Meta Platforms Cl A (META) | 0.9 | $5.5M | 8.3k | 660.06 |
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| Visa Com Cl A (V) | 0.9 | $5.4M | +8% | 15k | 350.71 |
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| Phillips 66 (PSX) | 0.9 | $5.3M | 41k | 129.04 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $5.2M | +13% | 16k | 322.22 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $5.2M | -11% | 30k | 173.49 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $5.0M | +104% | 28k | 177.75 |
|
| Air Products & Chemicals (APD) | 0.8 | $5.0M | +2% | 20k | 247.02 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.8 | $4.8M | NEW | 100k | 47.56 |
|
| Amazon (AMZN) | 0.8 | $4.7M | 20k | 230.82 |
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| Advanced Micro Devices (AMD) | 0.8 | $4.6M | +56% | 21k | 214.17 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $4.4M | +17% | 36k | 120.34 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $4.1M | +60% | 30k | 135.14 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.7 | $4.0M | -6% | 58k | 69.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.0M | +21% | 7.9k | 502.63 |
|
| Zoetis Cl A (ZTS) | 0.6 | $3.7M | +510% | 30k | 125.82 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.6 | $3.4M | +99% | 134k | 25.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $3.3M | 5.4k | 614.37 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.5 | $3.1M | -6% | 94k | 32.49 |
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| S&p Global (SPGI) | 0.5 | $3.0M | 5.7k | 522.56 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.9M | -73% | 14k | 206.95 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $2.9M | +87% | 122k | 23.41 |
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| First Tr Exchange Traded Dorseywright Mom (DDIV) | 0.4 | $2.4M | +13% | 58k | 41.54 |
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| Arista Networks Com Shs (ANET) | 0.4 | $2.3M | +5% | 17k | 131.03 |
|
| Kla Corp Com New (KLAC) | 0.4 | $2.2M | +80% | 1.8k | 1214.96 |
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| Morgan Stanley Com New (MS) | 0.4 | $2.1M | +85% | 12k | 177.53 |
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| Electronic Arts (EA) | 0.4 | $2.1M | +43% | 10k | 204.33 |
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| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.4 | $2.1M | +18% | 54k | 38.33 |
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| New York Times Cl A (NYT) | 0.3 | $2.0M | +45% | 29k | 69.42 |
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| AFLAC Incorporated (AFL) | 0.3 | $1.9M | -26% | 18k | 110.27 |
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| Linde SHS (LIN) | 0.3 | $1.9M | 4.5k | 426.36 |
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| International Business Machines (IBM) | 0.3 | $1.9M | +22% | 6.5k | 296.21 |
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| Pepsi (PEP) | 0.3 | $1.9M | -5% | 13k | 143.51 |
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| Illinois Tool Works (ITW) | 0.3 | $1.8M | -4% | 7.5k | 246.31 |
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| Honeywell International (HON) | 0.3 | $1.8M | 9.5k | 195.09 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.8M | +2% | 9.8k | 183.39 |
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| Applovin Corp Com Cl A (APP) | 0.3 | $1.8M | NEW | 2.6k | 673.83 |
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| Automatic Data Processing (ADP) | 0.3 | $1.8M | -12% | 6.8k | 257.23 |
|
| UnitedHealth (UNH) | 0.3 | $1.7M | -72% | 5.3k | 330.11 |
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| Popular Com New (BPOP) | 0.3 | $1.7M | NEW | 14k | 124.52 |
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| Realty Income (O) | 0.3 | $1.7M | +38% | 31k | 56.37 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.3 | $1.7M | NEW | 23k | 73.98 |
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| Ecolab (ECL) | 0.3 | $1.7M | 6.4k | 262.53 |
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| Sanmina (SANM) | 0.3 | $1.7M | +8% | 11k | 150.07 |
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| W.W. Grainger (GWW) | 0.3 | $1.7M | -5% | 1.6k | 1009.08 |
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| Omni (OMC) | 0.3 | $1.7M | +78% | 21k | 80.75 |
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| Home Depot (HD) | 0.3 | $1.6M | +4% | 4.8k | 344.13 |
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| T. Rowe Price (TROW) | 0.3 | $1.6M | +24% | 16k | 102.38 |
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| Broadridge Financial Solutions (BR) | 0.3 | $1.6M | +6% | 7.1k | 223.15 |
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| Atmos Energy Corporation (ATO) | 0.3 | $1.6M | +303% | 9.3k | 167.63 |
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| Technipfmc (FTI) | 0.3 | $1.6M | +51% | 35k | 44.56 |
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| Cambria Etf Tr Micro & Smallcap (MYLD) | 0.3 | $1.6M | +17% | 58k | 26.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | NEW | 2.5k | 627.09 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.5M | -6% | 4.1k | 360.13 |
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| Sherwin-Williams Company (SHW) | 0.2 | $1.5M | +8% | 4.5k | 323.98 |
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| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.2 | $1.5M | -7% | 15k | 99.37 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.4M | +18% | 24k | 59.93 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $1.4M | +14% | 14k | 100.80 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.4M | NEW | 2.9k | 473.30 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.4M | -9% | 8.5k | 160.97 |
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| Flex Ord (FLEX) | 0.2 | $1.4M | +68% | 23k | 60.42 |
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| Medtronic SHS (MDT) | 0.2 | $1.4M | -74% | 14k | 96.06 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.3M | +6% | 17k | 79.02 |
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| Baker Hughes Company Cl A (BKR) | 0.2 | $1.3M | +16% | 29k | 45.54 |
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| Church & Dwight (CHD) | 0.2 | $1.3M | +10% | 16k | 83.85 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.3M | +84% | 2.7k | 468.81 |
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| Hca Holdings (HCA) | 0.2 | $1.3M | +49% | 2.7k | 466.85 |
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| SYNNEX Corporation (SNX) | 0.2 | $1.3M | +34% | 8.5k | 150.22 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.2M | +17% | 13k | 95.35 |
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| Micron Technology (MU) | 0.2 | $1.2M | +34% | 4.3k | 285.42 |
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| Abbvie (ABBV) | 0.2 | $1.2M | +28% | 5.4k | 228.49 |
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| TJX Companies (TJX) | 0.2 | $1.2M | NEW | 8.0k | 153.63 |
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| Paychex (PAYX) | 0.2 | $1.2M | 11k | 112.17 |
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| Keysight Technologies (KEYS) | 0.2 | $1.2M | +49% | 5.9k | 203.17 |
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| Loews Corporation (L) | 0.2 | $1.2M | NEW | 11k | 105.31 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.2 | $1.2M | NEW | 35k | 33.90 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.2M | +97% | 2.1k | 566.36 |
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| Ye Cl A (YELP) | 0.2 | $1.2M | NEW | 39k | 30.39 |
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| Servicenow (NOW) | 0.2 | $1.1M | +571% | 7.3k | 153.18 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $1.1M | +28% | 46k | 24.02 |
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| Progressive Corporation (PGR) | 0.2 | $1.1M | +31% | 4.9k | 227.74 |
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| Universal Hlth Svcs CL B (UHS) | 0.2 | $1.1M | +52% | 5.1k | 218.05 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.1M | -13% | 20k | 53.83 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $1.1M | +23% | 9.5k | 115.10 |
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| Trane Technologies SHS (TT) | 0.2 | $1.1M | +107% | 2.7k | 389.25 |
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| MercadoLibre (MELI) | 0.2 | $1.0M | +25% | 517.00 | 2014.07 |
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| Verisign (VRSN) | 0.2 | $1.0M | NEW | 4.3k | 242.93 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $1.0M | +36% | 13k | 83.00 |
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| Oracle Corporation (ORCL) | 0.2 | $1.0M | 5.3k | 194.90 |
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| Pulte (PHM) | 0.2 | $1.0M | +39% | 8.6k | 117.25 |
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| Cardinal Health (CAH) | 0.2 | $1.0M | NEW | 4.9k | 205.51 |
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| Belden (BDC) | 0.2 | $1000k | +25% | 8.6k | 116.56 |
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| First Tr Exchange-traded SHS (QTEC) | 0.2 | $987k | -5% | 4.3k | 230.21 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.2 | $985k | -6% | 5.9k | 168.28 |
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| Doordash Cl A (DASH) | 0.2 | $974k | NEW | 4.3k | 226.46 |
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| Tractor Supply Company (TSCO) | 0.2 | $972k | +15% | 19k | 50.01 |
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| Fortinet (FTNT) | 0.2 | $958k | -11% | 12k | 79.41 |
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| Cintas Corporation (CTAS) | 0.2 | $940k | +12% | 5.0k | 188.05 |
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| Antero Midstream Corp antero midstream (AM) | 0.2 | $939k | NEW | 53k | 17.79 |
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| F5 Networks (FFIV) | 0.2 | $936k | +182% | 3.7k | 255.24 |
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| Monster Beverage Corp (MNST) | 0.2 | $933k | NEW | 12k | 76.67 |
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| NetApp (NTAP) | 0.2 | $922k | +41% | 8.6k | 107.09 |
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| ACI Worldwide (ACIW) | 0.2 | $919k | +32% | 19k | 47.81 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.2 | $918k | NEW | 8.5k | 108.35 |
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| Us Foods Hldg Corp call (USFD) | 0.2 | $911k | -2% | 12k | 75.32 |
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| Texas Roadhouse (TXRH) | 0.2 | $895k | +32% | 5.4k | 166.01 |
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| Box Cl A (BOX) | 0.2 | $891k | +38% | 30k | 29.91 |
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| Hartford Financial Services (HIG) | 0.2 | $880k | NEW | 6.4k | 137.80 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $864k | -16% | 4.3k | 199.65 |
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| First Tr Exchange Traded Materials Alph (FXZ) | 0.1 | $858k | 13k | 64.82 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $855k | -16% | 6.6k | 129.17 |
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| Blackbaud (BLKB) | 0.1 | $850k | +58% | 13k | 63.32 |
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| eBay (EBAY) | 0.1 | $843k | NEW | 9.7k | 87.09 |
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| NewMarket Corporation (NEU) | 0.1 | $830k | NEW | 1.2k | 687.30 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $829k | NEW | 4.8k | 171.18 |
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| Motorola Solutions Com New (MSI) | 0.1 | $829k | +31% | 2.2k | 383.29 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $804k | -16% | 3.0k | 269.18 |
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| FactSet Research Systems (FDS) | 0.1 | $787k | -15% | 2.7k | 290.14 |
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| CMS Energy Corporation (CMS) | 0.1 | $786k | -9% | 11k | 69.93 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $785k | 6.1k | 128.83 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $783k | NEW | 4.8k | 162.61 |
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| Tesla Motors (TSLA) | 0.1 | $774k | -45% | 1.7k | 449.66 |
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| Godaddy Cl A (GDDY) | 0.1 | $772k | +24% | 6.2k | 124.08 |
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| DaVita (DVA) | 0.1 | $768k | +38% | 6.8k | 113.61 |
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| McDonald's Corporation (MCD) | 0.1 | $767k | -19% | 2.5k | 305.62 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $763k | NEW | 1.5k | 510.66 |
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| Kontoor Brands (KTB) | 0.1 | $758k | +33% | 12k | 61.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $747k | NEW | 12k | 62.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $747k | NEW | 3.6k | 210.34 |
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| Manhattan Associates (MANH) | 0.1 | $744k | +53% | 4.3k | 173.29 |
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| Hp (HPQ) | 0.1 | $728k | +55% | 33k | 22.28 |
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| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $712k | +2% | 43k | 16.47 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $697k | -13% | 6.6k | 105.70 |
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| Starbucks Corporation (SBUX) | 0.1 | $678k | -20% | 8.1k | 84.21 |
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| Pure Storage Cl A (PSTG) | 0.1 | $665k | NEW | 9.9k | 67.01 |
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| Ge Aerospace Com New (GE) | 0.1 | $662k | +3% | 2.1k | 308.02 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $650k | 4.7k | 139.34 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $647k | -50% | 5.0k | 128.93 |
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| CorVel Corporation (CRVL) | 0.1 | $632k | +35% | 9.3k | 67.67 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $617k | NEW | 6.2k | 99.91 |
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| Uber Technologies (UBER) | 0.1 | $612k | -16% | 7.5k | 81.71 |
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| Wec Energy Group (WEC) | 0.1 | $606k | -16% | 5.7k | 105.45 |
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| Moody's Corporation (MCO) | 0.1 | $590k | +11% | 1.2k | 510.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $582k | -71% | 1.9k | 313.77 |
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| Qualcomm (QCOM) | 0.1 | $569k | NEW | 3.3k | 171.04 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $563k | NEW | 3.3k | 168.76 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $562k | 2.6k | 214.70 |
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| Cambria Etf Tr Largecap Shareho (LYLD) | 0.1 | $561k | +10% | 20k | 27.84 |
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| Boeing Company (BA) | 0.1 | $555k | NEW | 2.6k | 217.16 |
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| Prologis (PLD) | 0.1 | $541k | -24% | 4.2k | 127.66 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $517k | -3% | 2.9k | 179.37 |
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| Palo Alto Networks (PANW) | 0.1 | $509k | -47% | 2.8k | 184.19 |
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| Southern Company (SO) | 0.1 | $507k | NEW | 5.8k | 87.20 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.1 | $505k | NEW | 5.0k | 101.59 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $500k | -67% | 4.6k | 108.64 |
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| Intuit (INTU) | 0.1 | $495k | +129% | 747.00 | 662.97 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $488k | +82% | 3.2k | 154.14 |
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| Kkr & Co (KKR) | 0.1 | $476k | +52% | 3.7k | 127.49 |
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| Apollo Global Mgmt (APO) | 0.1 | $469k | NEW | 3.2k | 144.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $459k | -11% | 4.9k | 93.19 |
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| Western Digital (WDC) | 0.1 | $459k | NEW | 2.7k | 172.28 |
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| Cadence Design Systems (CDNS) | 0.1 | $452k | NEW | 1.4k | 312.50 |
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| Cme (CME) | 0.1 | $437k | -27% | 1.6k | 273.20 |
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| First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $432k | -8% | 7.2k | 60.35 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $413k | NEW | 3.4k | 120.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $407k | NEW | 3.8k | 107.12 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $404k | -31% | 14k | 29.89 |
|
| Howmet Aerospace (HWM) | 0.1 | $393k | NEW | 1.9k | 205.00 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $391k | NEW | 4.4k | 89.56 |
|
| Tapestry (TPR) | 0.1 | $379k | NEW | 3.0k | 127.76 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $372k | -3% | 1.1k | 349.94 |
|
| Verizon Communications (VZ) | 0.1 | $370k | -6% | 9.1k | 40.73 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $348k | NEW | 900.00 | 386.85 |
|
| New Jersey Resources Corporation (NJR) | 0.1 | $320k | -29% | 6.9k | 46.12 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $309k | NEW | 2.7k | 113.10 |
|
| Axon Enterprise (AXON) | 0.1 | $301k | NEW | 531.00 | 567.48 |
|
| PNC Financial Services (PNC) | 0.1 | $298k | -14% | 1.4k | 208.68 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $292k | NEW | 3.5k | 82.84 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $282k | +5% | 13k | 22.07 |
|
| KB Home (KBH) | 0.0 | $272k | -47% | 4.8k | 56.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $267k | NEW | 547.00 | 488.02 |
|
| PPG Industries (PPG) | 0.0 | $260k | -28% | 2.5k | 102.44 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $258k | -7% | 29k | 8.90 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $257k | NEW | 5.5k | 46.81 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $252k | 1.3k | 191.64 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $252k | 12k | 21.15 |
|
|
| Deere & Company (DE) | 0.0 | $249k | -5% | 535.00 | 465.84 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $236k | NEW | 8.9k | 26.47 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $232k | NEW | 8.8k | 26.49 |
|
| Becton, Dickinson and (BDX) | 0.0 | $224k | -31% | 1.2k | 194.10 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.0 | $223k | NEW | 4.7k | 47.99 |
|
| Masco Corporation (MAS) | 0.0 | $221k | -63% | 3.5k | 63.46 |
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $220k | 11k | 20.47 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $204k | NEW | 2.2k | 92.53 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $203k | NEW | 674.00 | 301.11 |
|
| Enterprise Products Partners (EPD) | 0.0 | $202k | NEW | 6.3k | 32.06 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $201k | NEW | 2.5k | 80.64 |
|
| United Parcel Service CL B (UPS) | 0.0 | $200k | -93% | 2.0k | 99.20 |
|
| Purple Innovatio (PRPL) | 0.0 | $6.9k | 10k | 0.69 |
|
Past Filings by Kesler, Norman & Wride
SEC 13F filings are viewable for Kesler, Norman & Wride going back to 2020
- Kesler, Norman & Wride 2025 Q4 filed Feb. 10, 2026
- Kesler, Norman & Wride 2025 Q3 filed Oct. 24, 2025
- Kesler, Norman & Wride 2025 Q2 filed Aug. 5, 2025
- Kesler, Norman & Wride 2025 Q1 filed May 1, 2025
- Kesler, Norman & Wride 2024 Q4 filed Feb. 12, 2025
- Kesler, Norman & Wride 2024 Q3 filed Oct. 8, 2024
- Kesler, Norman & Wride 2024 Q2 filed July 24, 2024
- Kesler, Norman & Wride 2024 Q1 filed April 19, 2024
- Kesler, Norman & Wride 2023 Q4 filed Jan. 10, 2024
- Kesler, Norman & Wride 2023 Q3 filed Nov. 13, 2023
- Kesler, Norman & Wride 2023 Q2 filed July 27, 2023
- Kesler, Norman & Wride 2023 Q1 filed April 11, 2023
- Kesler, Norman & Wride 2022 Q4 filed Feb. 7, 2023
- Kesler, Norman & Wride 2022 Q3 filed Oct. 19, 2022
- Kesler, Norman & Wride 2022 Q2 filed Aug. 4, 2022
- Kesler, Norman & Wride 2022 Q1 filed April 14, 2022