Kesler, Norman & Wride
Latest statistics and disclosures from Kesler, Norman & Wride's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KR, AAPL, SPY, MSFT, UNH, and represent 15.58% of Kesler, Norman & Wride's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$5.3M), NFLX, ANET, INTU, KKR, TTD, NOW, BSX, PGR, PANW.
- Started 61 new stock positions in SANM, GS, CI, ABNB, SEM, AMAT, APH, FTI, KKR, HPQ.
- Reduced shares in these 10 stocks: AAPL, UNH, , CMCSA, CSCO, MDLZ, MA, PG, NEE, AWK.
- Sold out of its positions in AMT, DRI, FXD, FXR, FTXL, IYE, XEL.
- Kesler, Norman & Wride was a net buyer of stock by $7.4M.
- Kesler, Norman & Wride has $509M in assets under management (AUM), dropping by 8.09%.
- Central Index Key (CIK): 0001840455
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Portfolio Holdings for Kesler, Norman & Wride
Kesler, Norman & Wride holds 223 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kroger (KR) | 3.9 | $20M | 349k | 57.30 |
|
|
| Apple (AAPL) | 3.3 | $17M | -10% | 73k | 233.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $16M | 29k | 573.76 |
|
|
| Microsoft Corporation (MSFT) | 3.0 | $15M | -4% | 35k | 430.35 |
|
| UnitedHealth (UNH) | 2.2 | $11M | -12% | 19k | 584.72 |
|
| Costco Wholesale Corporation (COST) | 2.1 | $11M | -5% | 12k | 886.56 |
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| Lowe's Companies (LOW) | 1.8 | $9.4M | -6% | 35k | 270.86 |
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| AmerisourceBergen (COR) | 1.7 | $8.4M | -5% | 37k | 225.10 |
|
| Johnson & Johnson (JNJ) | 1.6 | $8.3M | 51k | 162.07 |
|
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| Analog Devices (ADI) | 1.6 | $8.3M | -6% | 36k | 230.19 |
|
| Intercontinental Exchange (ICE) | 1.6 | $8.2M | +6% | 51k | 160.65 |
|
| BlackRock (BLK) | 1.6 | $8.0M | -7% | 8.4k | 949.68 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.5 | $7.7M | +3% | 306k | 25.10 |
|
| Lockheed Martin Corporation (LMT) | 1.5 | $7.6M | 13k | 584.55 |
|
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| Chubb (CB) | 1.5 | $7.5M | -4% | 26k | 288.40 |
|
| General Dynamics Corporation (GD) | 1.4 | $7.4M | -5% | 24k | 302.23 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $7.4M | -6% | 21k | 353.52 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $7.3M | 60k | 121.44 |
|
|
| Amgen (AMGN) | 1.4 | $7.2M | +7% | 22k | 322.26 |
|
| Texas Instruments Incorporated (TXN) | 1.4 | $7.2M | -4% | 35k | 206.59 |
|
| Procter & Gamble Company (PG) | 1.3 | $6.8M | -11% | 40k | 173.21 |
|
| L3harris Technologies (LHX) | 1.3 | $6.5M | -5% | 27k | 237.88 |
|
| Nextera Energy (NEE) | 1.2 | $6.3M | -12% | 75k | 84.53 |
|
| Cisco Systems (CSCO) | 1.2 | $6.3M | -13% | 118k | 53.22 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 1.2 | $6.2M | -3% | 86k | 72.37 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $6.2M | -2% | 11k | 586.52 |
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $6.2M | -13% | 13k | 493.81 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.2 | $6.1M | 120k | 51.04 |
|
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| Union Pacific Corporation (UNP) | 1.2 | $6.1M | -5% | 25k | 246.50 |
|
| Abbott Laboratories (ABT) | 1.2 | $6.0M | -3% | 53k | 114.02 |
|
| Parker-Hannifin Corporation (PH) | 1.2 | $5.9M | +2% | 9.4k | 632.01 |
|
| Broadcom (AVGO) | 1.1 | $5.8M | +960% | 34k | 172.53 |
|
| Air Products & Chemicals (APD) | 1.1 | $5.7M | -9% | 19k | 297.74 |
|
| Phillips 66 (PSX) | 1.1 | $5.6M | -10% | 43k | 131.47 |
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| Jack Henry & Associates (JKHY) | 1.1 | $5.6M | 32k | 176.57 |
|
|
| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 1.1 | $5.6M | +5% | 200k | 27.85 |
|
| Medtronic SHS (MDT) | 1.0 | $5.3M | 59k | 90.03 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.0 | $5.0M | -2% | 199k | 25.21 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.9 | $4.6M | +5% | 133k | 34.60 |
|
| Emerson Electric (EMR) | 0.9 | $4.6M | -9% | 42k | 109.37 |
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| Key (KEY) | 0.8 | $4.3M | 258k | 16.75 |
|
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| Meta Platforms Cl A (META) | 0.8 | $4.1M | +10% | 7.2k | 572.43 |
|
| United Parcel Service CL B (UPS) | 0.8 | $4.0M | -12% | 29k | 136.34 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.8 | $4.0M | -5% | 163k | 24.37 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.8 | $4.0M | -5% | 163k | 24.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.9M | +6% | 23k | 165.85 |
|
| Stryker Corporation (SYK) | 0.7 | $3.7M | -16% | 10k | 361.41 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $3.6M | +10% | 4.0k | 885.88 |
|
| Visa Com Cl A (V) | 0.7 | $3.5M | -6% | 13k | 274.97 |
|
| Amazon (AMZN) | 0.6 | $3.3M | -14% | 18k | 186.33 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.1M | -2% | 27k | 117.23 |
|
| AFLAC Incorporated (AFL) | 0.6 | $2.9M | -10% | 26k | 111.81 |
|
| S&p Global (SPGI) | 0.6 | $2.8M | -17% | 5.5k | 516.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.6M | 5.3k | 488.08 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.5M | -23% | 12k | 210.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.5M | -22% | 5.4k | 460.26 |
|
| Brown & Brown (BRO) | 0.5 | $2.3M | -14% | 22k | 103.61 |
|
| Automatic Data Processing (ADP) | 0.4 | $2.3M | -18% | 8.2k | 276.75 |
|
| Pepsi (PEP) | 0.4 | $2.2M | -21% | 13k | 170.09 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.4 | $2.2M | 86k | 25.53 |
|
|
| Home Depot (HD) | 0.4 | $2.1M | -12% | 5.2k | 405.47 |
|
| Linde SHS (LIN) | 0.4 | $2.1M | -16% | 4.4k | 477.11 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.1M | -21% | 26k | 80.76 |
|
| W.W. Grainger (GWW) | 0.4 | $2.0M | -15% | 1.9k | 1039.93 |
|
| Illinois Tool Works (ITW) | 0.4 | $2.0M | -22% | 7.6k | 262.12 |
|
| Honeywell International (HON) | 0.4 | $1.9M | -25% | 9.3k | 206.76 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.9M | -34% | 26k | 73.67 |
|
| Commerce Bancshares (CBSH) | 0.4 | $1.9M | -18% | 32k | 59.40 |
|
| American Water Works (AWK) | 0.4 | $1.8M | -30% | 13k | 146.26 |
|
| FactSet Research Systems (FDS) | 0.4 | $1.8M | -27% | 3.9k | 459.85 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.8M | +57% | 15k | 121.16 |
|
| Netflix (NFLX) | 0.3 | $1.7M | NEW | 2.4k | 710.34 |
|
| Ecolab (ECL) | 0.3 | $1.7M | -16% | 6.5k | 255.38 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $1.6M | -18% | 16k | 103.83 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.6M | +10% | 10k | 164.08 |
|
| Realty Income (O) | 0.3 | $1.6M | +8% | 26k | 63.42 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $1.6M | -11% | 4.1k | 381.96 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $1.6M | -6% | 7.3k | 215.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.6M | +50% | 9.3k | 167.21 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.3 | $1.5M | 14k | 109.33 |
|
|
| Arista Networks (ANET) | 0.3 | $1.5M | NEW | 4.0k | 383.85 |
|
| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.3 | $1.5M | 16k | 93.06 |
|
|
| Church & Dwight (CHD) | 0.3 | $1.5M | -9% | 14k | 104.74 |
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| Paychex (PAYX) | 0.3 | $1.5M | -14% | 11k | 134.24 |
|
| International Business Machines (IBM) | 0.3 | $1.4M | +164% | 6.3k | 221.07 |
|
| T. Rowe Price (TROW) | 0.3 | $1.4M | -13% | 13k | 108.95 |
|
| Xylem (XYL) | 0.3 | $1.3M | -13% | 9.9k | 135.09 |
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| Omni (OMC) | 0.3 | $1.3M | +161% | 13k | 103.40 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.3M | -43% | 31k | 41.77 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $1.3M | -8% | 11k | 115.02 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.2M | -35% | 4.0k | 304.47 |
|
| Belden (BDC) | 0.2 | $1.2M | +77% | 10k | 117.19 |
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| Intuit (INTU) | 0.2 | $1.2M | NEW | 1.9k | 622.09 |
|
| Electronic Arts (EA) | 0.2 | $1.2M | +135% | 8.2k | 143.44 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.1M | 4.6k | 245.45 |
|
|
| Cintas Corporation (CTAS) | 0.2 | $1.1M | +182% | 5.2k | 206.02 |
|
| Pulte (PHM) | 0.2 | $1.0M | +99% | 7.2k | 143.62 |
|
| PPG Industries (PPG) | 0.2 | $1.0M | -43% | 7.8k | 132.46 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.0M | -16% | 5.3k | 195.39 |
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| NetApp (NTAP) | 0.2 | $1.0M | +66% | 8.2k | 123.59 |
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| Kkr & Co (KKR) | 0.2 | $996k | NEW | 7.6k | 130.59 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $980k | 2.3k | 423.05 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $977k | NEW | 8.9k | 109.64 |
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| Target Corporation (TGT) | 0.2 | $971k | -30% | 6.2k | 155.89 |
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| Servicenow (NOW) | 0.2 | $965k | NEW | 1.1k | 894.74 |
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| Boston Scientific Corporation (BSX) | 0.2 | $952k | NEW | 11k | 83.81 |
|
| Kla Corp Com New (KLAC) | 0.2 | $947k | +63% | 1.2k | 775.91 |
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| Qualcomm (QCOM) | 0.2 | $946k | +80% | 5.6k | 170.16 |
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| Progressive Corporation (PGR) | 0.2 | $927k | NEW | 3.7k | 253.74 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $924k | -22% | 11k | 82.33 |
|
| Starbucks Corporation (SBUX) | 0.2 | $917k | -40% | 9.4k | 97.49 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $913k | 5.1k | 179.16 |
|
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $908k | +109% | 8.7k | 103.90 |
|
| Palo Alto Networks (PANW) | 0.2 | $902k | NEW | 2.6k | 341.83 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.2 | $899k | 6.5k | 138.65 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $880k | +73% | 3.7k | 240.20 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $877k | -27% | 4.6k | 191.31 |
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| CMS Energy Corporation (CMS) | 0.2 | $877k | -35% | 12k | 70.64 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $873k | NEW | 3.1k | 280.54 |
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| First Tr Exchange Traded Materials Alph (FXZ) | 0.2 | $871k | 13k | 67.04 |
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| Becton, Dickinson and (BDX) | 0.2 | $862k | -42% | 3.6k | 241.20 |
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| Tesla Motors (TSLA) | 0.2 | $837k | -42% | 3.2k | 261.63 |
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| MercadoLibre (MELI) | 0.2 | $835k | NEW | 407.00 | 2051.38 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $804k | NEW | 5.2k | 153.15 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.2 | $800k | +4% | 34k | 23.51 |
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| Prologis (PLD) | 0.2 | $797k | -43% | 6.3k | 126.29 |
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| Micron Technology (MU) | 0.2 | $795k | NEW | 7.7k | 103.72 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $787k | -29% | 3.7k | 211.83 |
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| Tractor Supply Company (TSCO) | 0.2 | $770k | -13% | 2.6k | 291.16 |
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| New York Times Cl A (NYT) | 0.2 | $769k | NEW | 14k | 55.69 |
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| Shopify Cl A (SHOP) | 0.2 | $764k | 9.5k | 80.14 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $757k | -12% | 7.0k | 108.93 |
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| Goldman Sachs (GS) | 0.1 | $724k | NEW | 1.5k | 495.03 |
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| Wec Energy Group (WEC) | 0.1 | $723k | -44% | 7.5k | 96.18 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $708k | NEW | 12k | 57.62 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $699k | NEW | 1.5k | 465.04 |
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| Cigna Corp (CI) | 0.1 | $692k | NEW | 2.0k | 346.49 |
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| Morgan Stanley Com New (MS) | 0.1 | $685k | -4% | 6.6k | 104.25 |
|
| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $683k | 42k | 16.22 |
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| Uber Technologies (UBER) | 0.1 | $673k | NEW | 9.0k | 75.17 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $663k | 6.1k | 108.79 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $630k | -30% | 2.7k | 230.56 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $626k | -2% | 1.2k | 517.78 |
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| CommVault Systems (CVLT) | 0.1 | $613k | NEW | 4.0k | 154.00 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $610k | -17% | 4.0k | 151.64 |
|
| Oracle Corporation (ORCL) | 0.1 | $605k | NEW | 3.5k | 170.54 |
|
| Kontoor Brands (KTB) | 0.1 | $605k | NEW | 7.4k | 81.79 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $601k | -16% | 6.3k | 95.94 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $588k | -47% | 13k | 47.20 |
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| Godaddy Cl A (GDDY) | 0.1 | $582k | NEW | 3.7k | 156.96 |
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| Manhattan Associates (MANH) | 0.1 | $580k | NEW | 2.1k | 281.63 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $575k | 4.3k | 133.67 |
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| CorVel Corporation (CRVL) | 0.1 | $571k | NEW | 1.7k | 327.15 |
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| DaVita (DVA) | 0.1 | $571k | NEW | 3.5k | 164.08 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $561k | 4.7k | 120.37 |
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| Motorola Solutions Com New (MSI) | 0.1 | $549k | NEW | 1.2k | 450.54 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $548k | +19% | 6.1k | 89.37 |
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| Badger Meter (BMI) | 0.1 | $545k | NEW | 2.5k | 218.59 |
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| Technipfmc (FTI) | 0.1 | $545k | NEW | 21k | 26.23 |
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| KB Home (KBH) | 0.1 | $538k | NEW | 6.3k | 85.69 |
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| Autodesk (ADSK) | 0.1 | $531k | -12% | 1.9k | 275.52 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $523k | NEW | 28k | 18.50 |
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| Hackett (HCKT) | 0.1 | $515k | -12% | 20k | 26.27 |
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| Texas Roadhouse (TXRH) | 0.1 | $514k | NEW | 2.9k | 176.79 |
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| Hess Midstream Cl A Shs (HESM) | 0.1 | $511k | NEW | 15k | 35.27 |
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| Hp (HPQ) | 0.1 | $501k | NEW | 14k | 35.87 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $500k | NEW | 3.9k | 126.82 |
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| Nike CL B (NKE) | 0.1 | $495k | -52% | 5.6k | 88.40 |
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| Championx Corp (CHX) | 0.1 | $493k | NEW | 16k | 30.15 |
|
| Te Connectivity Ord Shs | 0.1 | $493k | NEW | 3.3k | 151.14 |
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| Amphenol Corp Cl A (APH) | 0.1 | $483k | NEW | 7.4k | 65.14 |
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| Sanmina (SANM) | 0.1 | $478k | NEW | 7.0k | 68.42 |
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| Piper Jaffray Companies (PIPR) | 0.1 | $469k | NEW | 1.7k | 283.81 |
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| ACI Worldwide (ACIW) | 0.1 | $462k | NEW | 9.1k | 50.91 |
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| Minerals Technologies (MTX) | 0.1 | $455k | NEW | 5.9k | 77.25 |
|
| Cirrus Logic (CRUS) | 0.1 | $454k | NEW | 3.7k | 124.40 |
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| Tri Pointe Homes (TPH) | 0.1 | $454k | NEW | 10k | 45.31 |
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| Toll Brothers (TOL) | 0.1 | $452k | -12% | 2.9k | 154.50 |
|
| Smucker J M Com New (SJM) | 0.1 | $443k | -16% | 3.7k | 121.09 |
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| Verizon Communications (VZ) | 0.1 | $443k | -20% | 9.9k | 44.91 |
|
| Applied Materials (AMAT) | 0.1 | $440k | NEW | 2.2k | 202.23 |
|
| Flex Ord (FLEX) | 0.1 | $433k | NEW | 13k | 33.43 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $432k | NEW | 21k | 20.46 |
|
| Lam Research Corporation (LRCX) | 0.1 | $422k | NEW | 516.00 | 818.65 |
|
| Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $420k | NEW | 61k | 6.94 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $419k | -42% | 8.5k | 49.20 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $417k | +14% | 19k | 22.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $407k | 705.00 | 576.82 |
|
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $404k | 7.9k | 51.13 |
|
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| McKesson Corporation (MCK) | 0.1 | $404k | NEW | 815.00 | 496.05 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $397k | NEW | 2.7k | 149.64 |
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| Select Medical Holdings Corporation (SEM) | 0.1 | $394k | NEW | 11k | 34.87 |
|
| Cars (CARS) | 0.1 | $388k | -11% | 23k | 16.76 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $385k | NEW | 5.4k | 71.02 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $384k | NEW | 3.0k | 128.56 |
|
| Medpace Hldgs (MEDP) | 0.1 | $379k | NEW | 1.1k | 334.94 |
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| Blackrock Etf Trust Future Us Themes (BTHM) | 0.1 | $379k | NEW | 12k | 32.73 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $362k | -11% | 2.2k | 162.87 |
|
| Cambria Etf Tr Micro & Smallcap (MYLD) | 0.1 | $359k | NEW | 14k | 26.67 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $343k | -61% | 2.5k | 138.71 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $343k | 34k | 10.06 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $341k | 6.0k | 56.49 |
|
|
| Dillards Cl A (DDS) | 0.1 | $330k | -11% | 861.00 | 383.47 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $325k | -11% | 7.3k | 44.57 |
|
| PNC Financial Services (PNC) | 0.1 | $308k | 1.7k | 184.85 |
|
|
| Deere & Company (DE) | 0.1 | $292k | 699.00 | 417.38 |
|
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| Clorox Company (CLX) | 0.1 | $289k | -37% | 1.8k | 162.91 |
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| Chevron Corporation (CVX) | 0.1 | $289k | +19% | 2.0k | 147.27 |
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| Ge Aerospace Com New (GE) | 0.1 | $284k | NEW | 1.5k | 188.60 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.1 | $277k | 14k | 19.35 |
|
|
| Eversource Energy (ES) | 0.1 | $265k | -29% | 3.9k | 68.04 |
|
| Cambria Etf Tr Largecap Shareho | 0.1 | $262k | NEW | 9.7k | 26.92 |
|
| Crown Castle Intl (CCI) | 0.0 | $255k | -27% | 2.1k | 118.63 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $253k | NEW | 12k | 21.22 |
|
| Fortinet (FTNT) | 0.0 | $249k | NEW | 3.2k | 77.55 |
|
| Unitil Corporation (UTL) | 0.0 | $236k | -12% | 3.9k | 60.58 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $224k | -49% | 5.1k | 44.07 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $214k | 9.2k | 23.29 |
|
|
| Walt Disney Company (DIS) | 0.0 | $213k | -11% | 2.2k | 96.17 |
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $194k | 11k | 18.04 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $87k | 11k | 7.86 |
|
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $65k | 11k | 5.79 |
|
|
| Purple Innovatio (PRPL) | 0.0 | $9.9k | 10k | 0.99 |
|
Past Filings by Kesler, Norman & Wride
SEC 13F filings are viewable for Kesler, Norman & Wride going back to 2020
- 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
- Kesler, Norman & Wride 2021 Q4 filed Feb. 7, 2022
- Kesler, Norman & Wride 2021 Q3 filed Oct. 28, 2021
- Kesler, Norman & Wride 2021 Q2 filed Aug. 13, 2021
- Kesler, Norman & Wride 2021 Q1 filed April 19, 2021
- Kesler, Norman & Wride 2020 Q4 filed Feb. 3, 2021