$434 Million is the total value of Kesler, Norman & Wride, LLC's 155 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 2.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO | $14,157,000 | +13.1% | 347,829 | 0.0% | 3.26% | +4.9% | |
| MSFT | Sell | MICROSOFT CORP | $10,808,000 | +20.3% | 37,934 | -0.4% | 2.49% | +11.6% |
| AAPL | Buy | APPLE INC | $8,868,000 | +20.7% | 60,798 | +1.1% | 2.04% | +12.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $8,833,000 | +17.1% | 27,804 | +1.9% | 2.03% | +8.6% |
| LOW | Buy | LOWES COS INC | $8,743,000 | +2.5% | 45,376 | +1.1% | 2.01% | -5.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $8,466,000 | +24.6% | 19,702 | +2.2% | 1.95% | +15.6% |
| BLK | Sell | BLACKROCK INC | $8,422,000 | +11.7% | 9,712 | -2.9% | 1.94% | +3.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $8,157,000 | +18.1% | 28,842 | -0.2% | 1.88% | +9.5% |
| TXN | Buy | TEXAS INSTRS INC | $7,784,000 | +3.5% | 40,835 | +2.6% | 1.79% | -4.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $7,762,000 | +11.8% | 131,931 | +2.8% | 1.79% | +3.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $7,627,000 | +12.7% | 18,503 | +1.7% | 1.76% | +4.6% |
| CSCO | Sell | CISCO SYS INC | $7,203,000 | +5.6% | 130,086 | -1.4% | 1.66% | -2.0% |
| IGV | Sell | ISHARES TRexpanded tech | $6,743,000 | -0.4% | 16,724 | -15.6% | 1.55% | -7.6% |
| IYW | Sell | ISHARES TRu.s. tech etf | $6,652,000 | -0.7% | 64,467 | -15.6% | 1.53% | -7.9% |
| IYT | Sell | ISHARES TRtrans avg etf | $6,646,000 | -14.2% | 26,521 | -11.8% | 1.53% | -20.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,599,000 | +6.9% | 38,323 | +2.0% | 1.52% | -0.8% |
| UNP | Buy | UNION PAC CORP | $6,592,000 | +70.5% | 30,135 | +71.7% | 1.52% | +58.0% |
| VFC | Buy | V F CORP | $6,533,000 | +69.5% | 81,463 | +68.9% | 1.50% | +57.2% |
| SOXX | Sell | ISHARES TRishares semicdtr | $6,469,000 | -16.0% | 14,159 | -22.0% | 1.49% | -22.1% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $6,309,000 | -6.1% | 15,253 | -18.0% | 1.45% | -12.9% |
| IYC | Sell | ISHARES TRu.s. cnsm sv etf | $6,270,000 | -9.4% | 80,274 | -13.2% | 1.44% | -16.0% |
| IYJ | Sell | ISHARES TRus industrials | $6,259,000 | -12.0% | 55,576 | -17.4% | 1.44% | -18.4% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $6,068,000 | +2.5% | 229,932 | +2.5% | 1.40% | -5.0% |
| IGN | New | ISHARES TRna tec multm etf | $5,595,000 | – | 76,648 | +100.0% | 1.29% | – |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $5,388,000 | +3.4% | 198,958 | +2.4% | 1.24% | -4.2% |
| KEY | KEYCORP | $5,063,000 | -1.6% | 257,514 | 0.0% | 1.16% | -8.8% | |
| SYK | Buy | STRYKER CORPORATION | $4,894,000 | +12.8% | 18,062 | +1.4% | 1.13% | +4.5% |
| PEP | Sell | PEPSICO INC | $4,888,000 | -20.1% | 31,146 | -28.0% | 1.12% | -25.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,847,000 | +14.5% | 25,330 | +1.7% | 1.12% | +6.3% |
| NEE | Sell | NEXTERA ENERGY INC | $4,843,000 | -16.1% | 62,173 | -18.5% | 1.12% | -22.1% |
| IYG | New | ISHARES TRu.s. fin svc etf | $4,815,000 | – | 25,845 | +100.0% | 1.11% | – |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $4,739,000 | +15.5% | 27,860 | +1.8% | 1.09% | +7.1% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $4,636,000 | +6.6% | 37,945 | +3.0% | 1.07% | -1.1% |
| ADI | Buy | ANALOG DEVICES INC | $4,566,000 | +11.1% | 27,274 | +2.9% | 1.05% | +3.0% |
| HON | Sell | HONEYWELL INTL INC | $4,448,000 | +5.8% | 19,026 | -1.8% | 1.02% | -1.9% |
| SPGI | Sell | S&P GLOBAL INC | $4,423,000 | +15.4% | 10,317 | -5.0% | 1.02% | +6.9% |
| ABT | Buy | ABBOTT LABS | $4,356,000 | +4.3% | 36,002 | +3.3% | 1.00% | -3.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $4,358,000 | +12.6% | 19,221 | +0.6% | 1.00% | +4.4% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $4,294,000 | +0.9% | 169,265 | +1.3% | 0.99% | -6.4% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $4,291,000 | +0.5% | 164,730 | +0.8% | 0.99% | -6.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,282,000 | +13.8% | 30,104 | +8.3% | 0.99% | +5.6% |
| DIS | Buy | DISNEY WALT CO | $4,265,000 | -1.7% | 24,230 | +3.1% | 0.98% | -8.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $4,256,000 | +13.4% | 18,777 | +10.8% | 0.98% | +5.3% |
| IBDM | Sell | ISHARES TRibonds dec21 etf | $4,111,000 | -0.4% | 165,967 | -0.1% | 0.95% | -7.6% |
| ECL | Sell | ECOLAB INC | $4,055,000 | +2.0% | 18,362 | -1.1% | 0.93% | -5.5% |
| IGE | Buy | ISHARES TRnorth amern nat | $4,030,000 | +113.0% | 139,869 | +103.9% | 0.93% | +97.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,997,000 | +13.1% | 10,356 | +4.3% | 0.92% | +4.9% |
| HD | Buy | HOME DEPOT INC | $3,999,000 | +12.0% | 12,186 | +4.2% | 0.92% | +3.8% |
| IYE | Buy | ISHARES TRu.s. energy etf | $3,991,000 | +1635.2% | 149,424 | +1606.1% | 0.92% | +1512.3% |
| MDT | Buy | MEDTRONIC PLC | $3,879,000 | +15.8% | 29,543 | +4.2% | 0.89% | +7.3% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $3,870,000 | -9.2% | 54,714 | -1.6% | 0.89% | -15.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $3,868,000 | +7.6% | 13,291 | +4.0% | 0.89% | -0.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,844,000 | +11.6% | 60,773 | +3.3% | 0.88% | +3.5% |
| GD | Buy | GENERAL DYNAMICS CORP | $3,841,000 | +12.9% | 19,592 | +4.6% | 0.88% | +4.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $3,793,000 | +311.4% | 31,657 | +283.3% | 0.87% | +281.2% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $3,764,000 | +19.0% | 9,131 | +3.5% | 0.87% | +10.3% |
| CB | Buy | CHUBB LIMITED | $3,636,000 | +12.2% | 21,548 | +5.0% | 0.84% | +4.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $3,601,000 | +308.7% | 20,687 | +256.4% | 0.83% | +278.5% |
| AMGN | Buy | AMGEN INC | $3,522,000 | +2.4% | 14,583 | +5.5% | 0.81% | -5.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $3,440,000 | +295.4% | 9,256 | +293.0% | 0.79% | +266.7% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $3,423,000 | +23.4% | 17,727 | +10.0% | 0.79% | +14.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,253,000 | +2.8% | 58,317 | +7.2% | 0.75% | -4.6% |
| SYY | Buy | SYSCO CORP | $2,838,000 | -0.6% | 38,241 | +5.4% | 0.65% | -7.9% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $2,508,000 | +5.9% | 103,481 | -0.3% | 0.58% | -1.9% |
| IYH | Sell | ISHARES TRus hlthcare etf | $2,377,000 | -66.3% | 8,311 | -70.3% | 0.55% | -68.8% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $2,097,000 | +6.7% | 78,423 | +5.2% | 0.48% | -1.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $2,003,000 | +11.1% | 73,890 | +7.1% | 0.46% | +3.1% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $1,999,000 | +8.1% | 73,273 | +5.9% | 0.46% | +0.2% |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $1,964,000 | +7.3% | 77,433 | +7.0% | 0.45% | -0.4% |
| IBDT | Buy | ISHARES TRibds dec28 etf | $1,948,000 | +9.1% | 66,813 | +6.0% | 0.45% | +1.1% |
| FDS | Sell | FACTSET RESH SYS INC | $1,923,000 | -49.7% | 5,381 | -56.6% | 0.44% | -53.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,899,000 | +7.2% | 5,210 | -6.1% | 0.44% | -0.7% |
| NKE | Sell | NIKE INCcl b | $1,867,000 | +25.3% | 11,147 | -0.6% | 0.43% | +16.2% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $1,788,000 | +6.1% | 76,825 | +6.4% | 0.41% | -1.4% |
| TROW | Sell | PRICE T ROWE GROUP INC | $1,772,000 | -56.6% | 8,678 | -63.5% | 0.41% | -59.8% |
| BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $1,707,000 | +3.5% | 74,224 | +3.8% | 0.39% | -3.9% |
| MS | Sell | MORGAN STANLEY | $1,504,000 | -51.6% | 15,672 | -60.8% | 0.35% | -55.1% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,489,000 | -7.3% | 29,302 | -7.3% | 0.34% | -14.0% |
| HYT | Sell | BLACKROCK CORPOR HI YLD FD I | $1,468,000 | +3.0% | 118,040 | -2.8% | 0.34% | -4.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,398,000 | +2.6% | 16,076 | -8.8% | 0.32% | -4.7% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,374,000 | +9.5% | 10,949 | -0.9% | 0.32% | +1.6% |
| PPG | Sell | PPG INDS INC | $1,347,000 | +7.2% | 8,239 | -1.4% | 0.31% | -0.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,319,000 | +10.4% | 6,290 | -0.8% | 0.30% | +2.4% |
| PAYX | Sell | PAYCHEX INC | $1,262,000 | +14.9% | 11,091 | -1.0% | 0.29% | +6.2% |
| XYL | Sell | XYLEM INC | $1,261,000 | +18.0% | 10,023 | -1.4% | 0.29% | +9.4% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $1,261,000 | +9.7% | 7,751 | -2.7% | 0.29% | +1.8% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,254,000 | +7.8% | 5,182 | -2.8% | 0.29% | 0.0% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $1,243,000 | – | 1,999 | +100.0% | 0.29% | – |
| EMR | Sell | EMERSON ELEC CO | $1,207,000 | +9.1% | 11,968 | -2.4% | 0.28% | +1.5% |
| BRO | Sell | BROWN & BROWN INC | $1,209,000 | +17.8% | 22,215 | -1.0% | 0.28% | +9.0% |
| SBUX | Sell | STARBUCKS CORP | $1,191,000 | +10.0% | 9,810 | -1.1% | 0.27% | +1.9% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $1,188,000 | -44.5% | 35,037 | -50.1% | 0.27% | -48.6% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $1,183,000 | +12.2% | 6,821 | -0.9% | 0.27% | +3.8% |
| AFL | Sell | AFLAC INC | $1,167,000 | +6.6% | 21,213 | -0.8% | 0.27% | -1.1% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,167,000 | +17.2% | 4,010 | +197.0% | 0.27% | +8.9% |
| GWW | Sell | GRAINGER W W INC | $1,164,000 | +9.4% | 2,618 | -1.4% | 0.27% | +1.5% |
| LIN | Sell | LINDE PLC | $1,158,000 | +8.8% | 3,766 | -0.8% | 0.27% | +1.1% |
| MCD | Sell | MCDONALDS CORP | $1,116,000 | +7.9% | 4,599 | -0.3% | 0.26% | 0.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,095,000 | +5.8% | 3,133 | -0.0% | 0.25% | -1.9% |
| SMH | Sell | VANECK VECTORS ETF TRsemiconductor et | $1,067,000 | +7.7% | 4,054 | -0.3% | 0.25% | 0.0% |
| SJM | Sell | SMUCKER J M CO | $1,069,000 | -21.5% | 8,151 | -24.3% | 0.25% | -27.2% |
| FRT | Sell | FEDERAL RLTY INVT TRsh ben int new | $1,065,000 | +14.3% | 9,066 | -1.3% | 0.24% | +6.1% |
| WMT | Sell | WALMART INC | $1,057,000 | +5.0% | 7,415 | -0.0% | 0.24% | -2.8% |
| MMM | Sell | 3M CO | $1,046,000 | -15.6% | 5,285 | -17.8% | 0.24% | -21.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,040,000 | -22.5% | 13,081 | -23.2% | 0.24% | -28.2% |
| O | Sell | REALTY INCOME CORP | $1,033,000 | +10.0% | 14,702 | -0.6% | 0.24% | +2.1% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,028,000 | -74.1% | 17,154 | -74.1% | 0.24% | -75.9% |
| QQXT | Sell | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $974,000 | +8.3% | 11,102 | -0.9% | 0.22% | +0.4% |
| CMS | Buy | CMS ENERGY CORP | $964,000 | +1.2% | 15,599 | +0.2% | 0.22% | -6.3% |
| BDX | Buy | BECTON DICKINSON & CO | $953,000 | +5.3% | 3,725 | +0.1% | 0.22% | -2.7% |
| XEL | Buy | XCEL ENERGY INC | $940,000 | +2.6% | 13,777 | +0.0% | 0.22% | -4.8% |
| ATO | Buy | ATMOS ENERGY CORP | $929,000 | +0.1% | 9,419 | +0.3% | 0.21% | -7.0% |
| NVDA | Buy | NVIDIA CORPORATION | $914,000 | +43.7% | 4,686 | +293.5% | 0.21% | +32.9% |
| ES | Buy | EVERSOURCE ENERGY | $906,000 | +0.2% | 10,503 | +0.6% | 0.21% | -6.7% |
| WEC | Buy | WEC ENERGY GROUP INC | $905,000 | +1.0% | 9,611 | +0.4% | 0.21% | -6.3% |
| CLX | Buy | CLOROX CO DEL | $897,000 | -6.2% | 4,958 | +0.1% | 0.21% | -13.1% |
| BFB | Sell | BROWN FORMAN CORPcl b | $888,000 | +2.1% | 12,528 | -0.6% | 0.20% | -5.6% |
| CHD | Buy | CHURCH & DWIGHT INC | $878,000 | -0.8% | 10,135 | +0.1% | 0.20% | -8.2% |
| NJR | Sell | NEW JERSEY RES CORP | $843,000 | -4.0% | 21,885 | -0.6% | 0.19% | -11.0% |
| MKC | Buy | MCCORMICK & CO INC | $824,000 | -5.5% | 9,785 | +0.0% | 0.19% | -12.0% |
| PSX | Sell | PHILLIPS 66 | $811,000 | -11.0% | 11,051 | -1.1% | 0.19% | -17.3% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $800,000 | +11.1% | 9,140 | -0.8% | 0.18% | +2.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $778,000 | +0.1% | 5,522 | -5.3% | 0.18% | -7.3% |
| AMZN | Sell | AMAZON COM INC | $715,000 | +5.9% | 215 | -1.4% | 0.16% | -1.8% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $680,000 | +3.2% | 15,684 | -1.1% | 0.16% | -4.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $655,000 | +27.4% | 243 | -2.4% | 0.15% | +18.0% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $580,000 | +7.8% | 3,800 | 0.0% | 0.13% | 0.0% | |
| DSI | ISHARES TRmsci kld400 soc | $522,000 | +11.3% | 6,138 | 0.0% | 0.12% | +3.4% | |
| SHOP | Buy | SHOPIFY INCcl a | $490,000 | +38.8% | 327 | +2.5% | 0.11% | +28.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $486,000 | +8.2% | 1,107 | -2.3% | 0.11% | +0.9% |
| SUSA | ISHARES TRmsci usa esg slc | $462,000 | +11.9% | 4,704 | 0.0% | 0.11% | +2.9% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $454,000 | +13.2% | 168 | -13.4% | 0.10% | +4.0% |
| FIF | Sell | FIRST TR ENERGY INFRASTRCTR | $436,000 | 0.0% | 33,380 | -5.3% | 0.10% | -7.4% |
| KBE | Sell | SPDR SER TRs&p bk etf | $351,000 | -5.1% | 7,104 | -0.3% | 0.08% | -12.0% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $330,000 | -20.3% | 6,494 | -20.4% | 0.08% | -26.2% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $329,000 | -89.8% | 6,526 | -89.7% | 0.08% | -90.5% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $323,000 | -20.4% | 6,445 | -20.4% | 0.07% | -26.7% |
| SHV | Sell | ISHARES TRshort treas bd | $319,000 | -20.6% | 2,886 | -20.7% | 0.07% | -27.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $306,000 | +3.4% | 1,679 | -0.4% | 0.07% | -4.1% |
| ASML | Buy | ASML HOLDING N V | $290,000 | +24.5% | 379 | +0.5% | 0.07% | +15.5% |
| WFC | Sell | WELLS FARGO CO NEW | $287,000 | -14.1% | 6,247 | -27.0% | 0.07% | -20.5% |
| BIL | Sell | SPDR SER TRspdr bloomberg | $283,000 | -29.8% | 3,095 | -29.7% | 0.06% | -35.0% |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $274,000 | -2.8% | 4,110 | 0.0% | 0.06% | -10.0% | |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $269,000 | -5.3% | 12,597 | 0.0% | 0.06% | -11.4% | |
| DE | Sell | DEERE & CO | $263,000 | -43.0% | 727 | -41.0% | 0.06% | -46.5% |
| IBB | Sell | ISHARES TRishares biotech | $249,000 | -80.6% | 1,501 | -82.4% | 0.06% | -82.1% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $234,000 | – | 921 | +100.0% | 0.05% | – |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $232,000 | +4.5% | 784 | -9.2% | 0.05% | -3.6% |
| DRI | DARDEN RESTAURANTS INC | $217,000 | +2.8% | 1,488 | 0.0% | 0.05% | -3.8% | |
| XOM | Sell | EXXON MOBIL CORP | $218,000 | -78.8% | 3,787 | -79.5% | 0.05% | -80.5% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $210,000 | 0.0% | 3,422 | -5.3% | 0.05% | -7.7% |
| ZNGA | ZYNGA INCcl a | $176,000 | -1.1% | 17,470 | 0.0% | 0.04% | -6.8% | |
| ETV | EATON VANCE TAX-MANAGED BUY- | $177,000 | +6.6% | 10,730 | 0.0% | 0.04% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $104,000 | +8.3% | 10,200 | 0.0% | 0.02% | 0.0% | |
| JQC | NUVEEN CR STRATEGIES INCOME | $75,000 | 0.0% | 11,500 | 0.0% | 0.02% | -10.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q3 2023 | 3.1% |
| APPLE INC | 12 | Q3 2023 | 3.3% |
| COSTCO WHSL CORP NEW | 12 | Q3 2023 | 2.5% |
| LOWES COS INC | 12 | Q3 2023 | 2.5% |
| ACCENTURE PLC IRELAND | 12 | Q3 2023 | 2.4% |
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 2.5% |
| TEXAS INSTRS INC | 12 | Q3 2023 | 2.1% |
| BLACKROCK INC | 12 | Q3 2023 | 2.0% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 1.9% |
| CISCO SYS INC | 12 | Q3 2023 | 1.8% |
View Kesler, Norman & Wride, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-02-07 |
View Kesler, Norman & Wride, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.