Kesler, Norman & Wride
Latest statistics and disclosures from Kesler, Norman & Wride's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KR, AAPL, MSFT, ADI, AVGO, and represent 12.44% of Kesler, Norman & Wride's stock portfolio.
- Added to shares of these 10 stocks: FTSM, IBDU, TPR, MU, VPU, WELL, PTC, IGE, IYE, LRCX.
- Started 15 new stock positions in NEM, WELL, COF, BKNG, IYM, VPU, PTC, BNDX, GLW, IYE. LQD, GS, IGE, ENDW, MBB.
- Reduced shares in these 10 stocks: SPY, QQXT, CMS, KTB, HPQ, ICE, AAPL, JNJ, IDU, NVDA.
- Sold out of its positions in AXON, BDX, CMS, HPQ, KTB, UPS.
- Kesler, Norman & Wride was a net buyer of stock by $4.4M.
- Kesler, Norman & Wride has $581M in assets under management (AUM), dropping by -0.45%.
- Central Index Key (CIK): 0001840455
Tip: Access up to 7 years of quarterly data
Positions held by Kesler, Norman & Wride consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kesler, Norman & Wride
Kesler, Norman & Wride holds 245 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kroger (KR) | 3.3 | $19M | 265k | 72.36 |
|
|
| Apple (AAPL) | 3.0 | $17M | -2% | 69k | 253.79 |
|
| Microsoft Corporation (MSFT) | 2.3 | $13M | 36k | 370.17 |
|
|
| Analog Devices (ADI) | 2.1 | $12M | 38k | 318.14 |
|
|
| Broadcom (AVGO) | 1.8 | $10M | -2% | 34k | 309.51 |
|
| AmerisourceBergen (COR) | 1.8 | $10M | 33k | 314.14 |
|
|
| Costco Wholesale Corporation (COST) | 1.8 | $10M | 10k | 996.45 |
|
|
| L3harris Technologies (LHX) | 1.7 | $10M | 29k | 345.15 |
|
|
| NVIDIA Corporation (NVDA) | 1.7 | $9.7M | -4% | 56k | 174.40 |
|
| Wal-Mart Stores (WMT) | 1.7 | $9.6M | 77k | 124.28 |
|
|
| General Dynamics Corporation (GD) | 1.5 | $8.9M | 26k | 343.22 |
|
|
| Parker-Hannifin Corporation (PH) | 1.5 | $8.7M | 9.8k | 895.28 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $8.7M | -28% | 13k | 650.32 |
|
| Netflix (NFLX) | 1.5 | $8.6M | 90k | 96.15 |
|
|
| Chubb (CB) | 1.5 | $8.6M | 26k | 325.94 |
|
|
| Blackrock (BLK) | 1.4 | $8.3M | 8.7k | 961.71 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.4 | $8.2M | 339k | 24.24 |
|
|
| Cisco Systems (CSCO) | 1.4 | $7.9M | 101k | 77.59 |
|
|
| Lowe's Companies (LOW) | 1.4 | $7.8M | -4% | 33k | 236.28 |
|
| Amgen (AMGN) | 1.4 | $7.8M | 22k | 351.86 |
|
|
| Intercontinental Exchange (ICE) | 1.3 | $7.8M | -6% | 50k | 157.28 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.3 | $7.5M | 11k | 697.74 |
|
|
| Phillips 66 (PSX) | 1.3 | $7.5M | 41k | 182.18 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.3 | $7.4M | 307k | 24.24 |
|
|
| Lockheed Martin Corporation (LMT) | 1.3 | $7.3M | 12k | 604.39 |
|
|
| Nextera Energy (NEE) | 1.2 | $7.1M | 77k | 92.88 |
|
|
| Union Pacific Corporation (UNP) | 1.2 | $6.7M | 28k | 242.62 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $6.5M | 13k | 499.65 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $6.4M | 126k | 50.95 |
|
|
| Ea Series Trust Cambria Tax Awar (TAX) | 1.1 | $6.3M | 231k | 27.14 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $6.3M | -3% | 22k | 287.55 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $6.0M | -3% | 35k | 169.66 |
|
| Procter & Gamble Company (PG) | 1.0 | $5.9M | -3% | 41k | 144.44 |
|
| Air Products & Chemicals (APD) | 1.0 | $5.9M | 20k | 290.49 |
|
|
| Stryker Corporation (SYK) | 1.0 | $5.8M | 18k | 328.59 |
|
|
| Jack Henry & Associates (JKHY) | 1.0 | $5.7M | +3% | 36k | 158.04 |
|
| Emerson Electric (EMR) | 1.0 | $5.6M | 43k | 131.02 |
|
|
| Texas Instruments Incorporated (TXN) | 1.0 | $5.6M | -3% | 29k | 194.14 |
|
| Abbott Laboratories (ABT) | 1.0 | $5.6M | 54k | 102.67 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $5.0M | +5% | 17k | 294.17 |
|
| New York Life Invts Active E Nyli Winslow Lar (IWLG) | 0.9 | $4.9M | 104k | 47.72 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $4.8M | 8.4k | 572.10 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $4.7M | 5.1k | 919.77 |
|
|
| Visa Com Cl A (V) | 0.8 | $4.7M | 16k | 302.25 |
|
|
| Advanced Micro Devices (AMD) | 0.8 | $4.7M | +7% | 23k | 203.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.8 | $4.6M | +12% | 31k | 146.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $4.5M | 23k | 198.29 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.8 | $4.4M | 58k | 75.41 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.7 | $4.0M | +40% | 172k | 23.26 |
|
| Amazon (AMZN) | 0.7 | $4.0M | -6% | 19k | 208.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.8M | 7.9k | 479.19 |
|
|
| Zoetis Cl A (ZTS) | 0.6 | $3.8M | +7% | 32k | 118.21 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $3.7M | -2% | 29k | 126.35 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.6 | $3.7M | 100k | 36.81 |
|
|
| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.6 | $3.5M | 94k | 37.33 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.6 | $3.5M | +2% | 137k | 25.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $3.1M | 5.4k | 577.24 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $2.9M | +105% | 49k | 59.78 |
|
| Johnson & Johnson (JNJ) | 0.5 | $2.9M | -14% | 12k | 244.44 |
|
| S&p Global (SPGI) | 0.4 | $2.4M | 5.7k | 425.30 |
|
|
| Kla Corp Com New (KLAC) | 0.4 | $2.4M | -8% | 1.6k | 1472.55 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.4 | $2.4M | -2% | 29k | 83.73 |
|
| Technipfmc (FTI) | 0.4 | $2.4M | 34k | 69.13 |
|
|
| First Tr Exchange Traded Dorseywright Mom (DDIV) | 0.4 | $2.3M | 58k | 40.44 |
|
|
| Micron Technology (MU) | 0.4 | $2.3M | +57% | 6.9k | 337.83 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.4 | $2.3M | 55k | 41.41 |
|
|
| Linde SHS (LIN) | 0.4 | $2.2M | 4.5k | 495.77 |
|
|
| Honeywell International (HON) | 0.4 | $2.1M | 9.4k | 226.03 |
|
|
| Electronic Arts (EA) | 0.4 | $2.1M | 10k | 203.87 |
|
|
| Arista Networks Com Shs (ANET) | 0.4 | $2.1M | -2% | 17k | 122.78 |
|
| Morgan Stanley Com New (MS) | 0.4 | $2.0M | +3% | 13k | 164.57 |
|
| Pepsi (PEP) | 0.3 | $2.0M | 13k | 155.29 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.0M | +33% | 3.3k | 597.41 |
|
| AFLAC Incorporated (AFL) | 0.3 | $1.9M | 18k | 109.71 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $1.9M | 7.5k | 260.29 |
|
|
| Realty Income (O) | 0.3 | $1.9M | 31k | 61.18 |
|
|
| Popular Com New (BPOP) | 0.3 | $1.9M | 14k | 134.18 |
|
|
| International Business Machines (IBM) | 0.3 | $1.8M | +17% | 7.6k | 242.40 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.8M | -2% | 9.5k | 192.88 |
|
| W.W. Grainger (GWW) | 0.3 | $1.8M | 1.6k | 1091.40 |
|
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.3 | $1.8M | +3% | 24k | 73.78 |
|
| Ecolab (ECL) | 0.3 | $1.7M | 6.4k | 266.03 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $1.7M | -2% | 28k | 61.05 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $1.7M | 9.2k | 184.73 |
|
|
| Keysight Technologies (KEYS) | 0.3 | $1.7M | 5.9k | 282.34 |
|
|
| UnitedHealth (UNH) | 0.3 | $1.7M | +15% | 6.1k | 270.61 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $1.6M | +59% | 7.7k | 213.67 |
|
| Cambria Etf Tr Micro & Smallcap (MYLD) | 0.3 | $1.6M | 59k | 28.02 |
|
|
| Home Depot (HD) | 0.3 | $1.6M | 4.8k | 328.90 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.6M | 4.1k | 383.37 |
|
|
| Omni (OMC) | 0.3 | $1.6M | 21k | 75.31 |
|
|
| Flextronics Intl Ord (FLEX) | 0.3 | $1.5M | 23k | 65.46 |
|
|
| Church & Dwight (CHD) | 0.3 | $1.5M | 16k | 93.32 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $1.5M | 4.5k | 320.54 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $1.4M | 14k | 106.21 |
|
|
| SYNNEX Corporation (SNX) | 0.2 | $1.4M | 8.6k | 168.70 |
|
|
| Sanmina (SANM) | 0.2 | $1.4M | 11k | 129.65 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.4M | 17k | 85.23 |
|
|
| T. Rowe Price (TROW) | 0.2 | $1.4M | 16k | 90.14 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $1.4M | 6.8k | 203.17 |
|
|
| Broadridge Financial Solutions (BR) | 0.2 | $1.3M | +15% | 8.2k | 162.47 |
|
| Hca Holdings (HCA) | 0.2 | $1.3M | 2.8k | 473.32 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.3M | +11% | 5.4k | 244.19 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $1.3M | +18% | 11k | 116.29 |
|
| Tapestry (TPR) | 0.2 | $1.3M | +208% | 9.1k | 141.11 |
|
| TJX Companies (TJX) | 0.2 | $1.3M | 8.1k | 159.71 |
|
|
| Medtronic SHS (MDT) | 0.2 | $1.3M | 14k | 86.65 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | 2.9k | 426.40 |
|
|
| Loews Corporation (L) | 0.2 | $1.2M | 12k | 106.74 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.2 | $1.2M | 54k | 22.80 |
|
|
| Abbvie (ABBV) | 0.2 | $1.2M | 5.4k | 217.52 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.2M | +20% | 2.5k | 460.93 |
|
| Paychex (PAYX) | 0.2 | $1.2M | +16% | 13k | 92.12 |
|
| Trane Technologies SHS (TT) | 0.2 | $1.2M | +2% | 2.8k | 416.81 |
|
| Fortinet (FTNT) | 0.2 | $1.2M | +17% | 14k | 81.72 |
|
| Ye Cl A (YELP) | 0.2 | $1.1M | +19% | 46k | 24.74 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $1.1M | +7% | 2.8k | 397.95 |
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $1.1M | 47k | 23.81 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $1.1M | 12k | 92.21 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.1M | +3% | 2.8k | 390.41 |
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.2 | $1.1M | -20% | 28k | 39.32 |
|
| Verisign (VRSN) | 0.2 | $1.1M | +2% | 4.4k | 248.36 |
|
| F5 Networks (FFIV) | 0.2 | $1.1M | 3.7k | 289.36 |
|
|
| DaVita (DVA) | 0.2 | $1.0M | 6.8k | 153.69 |
|
|
| Cardinal Health (CAH) | 0.2 | $1.0M | 4.9k | 211.31 |
|
|
| Pulte (PHM) | 0.2 | $1.0M | 8.7k | 117.61 |
|
|
| First Tr Exchange-traded Materials Alph (FXZ) | 0.2 | $1.0M | 13k | 76.21 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.0M | 8.5k | 118.62 |
|
|
| Belden (BDC) | 0.2 | $992k | 8.6k | 114.83 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $976k | +27% | 15k | 64.08 |
|
| First Tr Exchange-traded Energy Alphadx (FXN) | 0.2 | $974k | 43k | 22.46 |
|
|
| ACI Worldwide (ACIW) | 0.2 | $961k | +21% | 23k | 41.01 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $953k | 2.2k | 433.96 |
|
|
| Progressive Corporation (PGR) | 0.2 | $942k | -2% | 4.8k | 198.25 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $933k | +21% | 15k | 61.35 |
|
| Universal Hlth Svcs CL B (UHS) | 0.2 | $921k | 5.1k | 178.98 |
|
|
| Texas Roadhouse (TXRH) | 0.2 | $904k | 5.5k | 165.15 |
|
|
| eBay (EBAY) | 0.2 | $902k | +2% | 9.9k | 91.02 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.2 | $896k | -3% | 4.2k | 215.98 |
|
| Tractor Supply Company (TSCO) | 0.2 | $896k | 20k | 45.30 |
|
|
| NetApp (NTAP) | 0.2 | $889k | 8.7k | 102.39 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $889k | 1.5k | 604.85 |
|
|
| Monster Beverage Corp (MNST) | 0.2 | $886k | 12k | 72.46 |
|
|
| First Tr Exchange-traded Tech Alphadex (FXL) | 0.2 | $876k | -5% | 5.5k | 158.87 |
|
| Box Cl A (BOX) | 0.2 | $872k | +23% | 37k | 23.64 |
|
| Hartford Financial Services (HIG) | 0.2 | $872k | 6.4k | 135.22 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $844k | +38% | 3.0k | 283.78 |
|
| Cintas Corporation (CTAS) | 0.1 | $842k | 5.0k | 169.12 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $838k | +44% | 8.9k | 93.98 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $803k | -31% | 14k | 57.64 |
|
| Oracle Corporation (ORCL) | 0.1 | $795k | 5.4k | 147.10 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $787k | NEW | 4.0k | 198.14 |
|
| NewMarket Corporation (NEU) | 0.1 | $786k | 1.2k | 640.71 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $759k | 3.6k | 213.67 |
|
|
| Everpure Cl A (PSTG) | 0.1 | $751k | +28% | 13k | 59.04 |
|
| Manhattan Associates (MANH) | 0.1 | $748k | +30% | 5.6k | 133.11 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $738k | 6.1k | 121.19 |
|
|
| Godaddy Cl A (GDDY) | 0.1 | $721k | +40% | 8.7k | 82.67 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $717k | NEW | 3.6k | 197.67 |
|
| Starbucks Corporation (SBUX) | 0.1 | $710k | 7.9k | 89.59 |
|
|
| Boeing Company (BA) | 0.1 | $697k | +36% | 3.5k | 199.05 |
|
| MercadoLibre (MELI) | 0.1 | $697k | -22% | 403.00 | 1729.04 |
|
| Blackbaud (BLKB) | 0.1 | $694k | +33% | 18k | 38.61 |
|
| Ptc (PTC) | 0.1 | $690k | NEW | 4.8k | 142.50 |
|
| Ishares Tr North Amern Nat (IGE) | 0.1 | $689k | NEW | 11k | 62.94 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $685k | 2.9k | 234.03 |
|
|
| Wec Energy Group (WEC) | 0.1 | $666k | 5.8k | 115.78 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $661k | -15% | 2.1k | 310.77 |
|
| CorVel Corporation (CRVL) | 0.1 | $659k | +28% | 12k | 54.65 |
|
| Tesla Motors (TSLA) | 0.1 | $629k | 1.7k | 371.84 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $629k | NEW | 9.7k | 64.77 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $624k | -23% | 9.9k | 62.75 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $616k | 4.7k | 132.10 |
|
|
| Cambria Etf Tr Largecap Shareho (LYLD) | 0.1 | $588k | 20k | 29.07 |
|
|
| Servicenow (NOW) | 0.1 | $574k | -25% | 5.5k | 104.55 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $572k | +33% | 4.6k | 124.32 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $567k | +155% | 1.7k | 328.60 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $562k | 2.6k | 218.77 |
|
|
| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.1 | $557k | -60% | 5.7k | 97.62 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $553k | -29% | 3.0k | 181.42 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $550k | -29% | 4.6k | 118.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $548k | +3% | 1.9k | 286.83 |
|
| Prologis (PLD) | 0.1 | $548k | -2% | 4.1k | 132.18 |
|
| Western Digital (WDC) | 0.1 | $542k | -24% | 2.0k | 270.56 |
|
| FactSet Research Systems (FDS) | 0.1 | $535k | -9% | 2.5k | 216.96 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $530k | -46% | 4.6k | 116.10 |
|
| Booking Holdings (BKNG) | 0.1 | $518k | NEW | 123.00 | 4208.64 |
|
| Southern Company (SO) | 0.1 | $506k | -9% | 5.2k | 96.51 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $487k | +20% | 4.6k | 106.15 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $469k | 2.9k | 164.18 |
|
|
| Verizon Communications (VZ) | 0.1 | $464k | 9.2k | 50.20 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $462k | -21% | 3.9k | 117.67 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $461k | -12% | 5.8k | 80.05 |
|
| Howmet Aerospace (HWM) | 0.1 | $460k | +4% | 2.0k | 230.44 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $458k | -18% | 2.7k | 168.88 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $451k | NEW | 2.6k | 175.93 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $441k | -7% | 4.3k | 103.13 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.1 | $436k | 4.9k | 88.38 |
|
|
| Uber Technologies (UBER) | 0.1 | $431k | -19% | 6.0k | 71.93 |
|
| Apollo Global Mgmt (APO) | 0.1 | $413k | +14% | 3.7k | 111.44 |
|
| Palo Alto Networks (PANW) | 0.1 | $406k | -8% | 2.5k | 160.34 |
|
| First Tr Exchange-traded Finls Alphadex (FXO) | 0.1 | $396k | 7.0k | 56.19 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $393k | 4.9k | 79.62 |
|
|
| Cme (CME) | 0.1 | $392k | -17% | 1.3k | 295.44 |
|
| Kkr & Co (KKR) | 0.1 | $385k | +11% | 4.2k | 92.50 |
|
| Qualcomm (QCOM) | 0.1 | $385k | -10% | 3.0k | 128.79 |
|
| New Jersey Resources Corporation (NJR) | 0.1 | $381k | 6.9k | 54.92 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $381k | 13k | 28.71 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $372k | +44% | 7.9k | 46.91 |
|
| Doordash Cl A (DASH) | 0.1 | $372k | -42% | 2.5k | 150.15 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $366k | +25% | 4.4k | 82.58 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $355k | -8% | 4.0k | 88.49 |
|
| Corning Incorporated (GLW) | 0.1 | $345k | NEW | 2.5k | 135.99 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $339k | +21% | 16k | 21.89 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $334k | 900.00 | 370.68 |
|
|
| Moody's Corporation (MCO) | 0.1 | $326k | -35% | 748.00 | 436.31 |
|
| Ea Series Trust Cambria Endowm (ENDW) | 0.1 | $320k | NEW | 10k | 31.84 |
|
| Cadence Design Systems (CDNS) | 0.1 | $316k | -21% | 1.1k | 277.85 |
|
| Intuit (INTU) | 0.1 | $308k | -4% | 712.00 | 432.36 |
|
| Deere & Company (DE) | 0.1 | $302k | 537.00 | 562.93 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $296k | +27% | 11k | 26.61 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.1 | $296k | +26% | 11k | 26.30 |
|
| PNC Financial Services (PNC) | 0.1 | $295k | 1.4k | 208.14 |
|
|
| Goldman Sachs (GS) | 0.0 | $279k | NEW | 330.00 | 845.38 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $279k | NEW | 2.6k | 108.23 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $278k | +46% | 4.0k | 69.30 |
|
| PPG Industries (PPG) | 0.0 | $271k | 2.5k | 106.87 |
|
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $266k | 11k | 24.74 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $259k | +3% | 12k | 20.93 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $259k | 1.1k | 243.14 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $253k | 1.3k | 191.91 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $249k | NEW | 2.3k | 109.01 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $247k | NEW | 5.1k | 48.05 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $244k | +23% | 3.1k | 79.54 |
|
| Capital One Financial (COF) | 0.0 | $242k | NEW | 1.3k | 182.43 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $239k | 547.00 | 436.99 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $239k | 6.3k | 37.84 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $236k | -4% | 28k | 8.52 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $224k | +9% | 2.4k | 92.78 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $223k | -38% | 1.9k | 115.01 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.0 | $222k | 4.7k | 47.83 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $222k | NEW | 2.3k | 94.97 |
|
| Masco Corporation (MAS) | 0.0 | $208k | 3.4k | 60.37 |
|
|
| KB Home (KBH) | 0.0 | $200k | -19% | 3.9k | 51.75 |
|
| Purple Innovatio (PRPL) | 0.0 | $6.6k | 10k | 0.66 |
|
Past Filings by Kesler, Norman & Wride
SEC 13F filings are viewable for Kesler, Norman & Wride going back to 2020
- Kesler, Norman & Wride 2026 Q1 filed May 6, 2026
- 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