Kesler, Norman & Wride, LLC 13F Holdings

CIK 0001840455 · OGDEN, UT

As of Sep 30, 2025, Kesler, Norman & Wride, LLC reported 219 positions worth $505.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KROGER COKRConsumer Defensive348,518$21.3M4.22%
APPLE INCAAPLTechnology71,041 7.8M3.52%
SPDR S&P 500 ETF TRUSTSPY—29,132 7.1M3.38%
MICROSOFT CORPMSFTTechnology35,311 4.9M2.94%
COSTCO WHOLESALE CORPCOSTConsumer Defensive10,993 0.1M1.99%
UNITEDHEALTH GROUP INCUNHHealthcare19,210$9.7M1.92%
NVIDIA CORPNVDATechnology64,089$8.6M1.70%
BLACKROCK INCBLKFinancial Services8,306$8.5M1.68%
LOWES COMPANIES INCLOWConsumer Cyclical33,865$8.4M1.65%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBDQ—319,162$8.0M1.58%
BROADCOM INCAVGOTechnology34,203$7.9M1.57%
CENCORA INCCORHealthcare34,727$7.8M1.54%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services51,555$7.7M1.52%
JOHNSON & JOHNSONJNJHealthcare52,051$7.5M1.49%
ANALOG DEVICES INCADITechnology35,129$7.5M1.48%
ACCENTURE PLCACNTechnology21,049$7.4M1.47%
CHUBB LTDCBFinancial Services25,923$7.2M1.42%
GENERAL DYNAMICS CORPGDIndustrials27,034$7.1M1.41%
PROCTER & GAMBLE COPGConsumer Defensive40,077$6.7M1.33%
ISHARES FLOATING RATE BOND ETFFLOT—131,983$6.7M1.33%
MASTERCARD INCMAFinancial Services12,519$6.6M1.30%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—10,562$6.6M1.30%
EA SERIES TRUSTTAX—267,972$6.5M1.29%
TEXAS INSTRUMENTS INCTXNTechnology33,788$6.3M1.25%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFIBDR—260,723$6.3M1.24%