Kesler, Norman & Wride, LLC

Q1 2025 13F Holdings

  • Location
    ogden, UT
  • Num holdings

    209

  • Value ($000)

    $525,487

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0001840455
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KR
KR

KROGER CO

COM
501044101
$23.59M
5 %

348,521

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$16.51M
3 %

29,509

AAPL
AAPL

APPLE INC

COM
037833100
$15.90M
3 %

71,599

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$13.53M
3 %

36,040

IBDQ
IBDQ

ISHARES TR

IBONDS DEC25 ETF
46434VBD1
$11.40M
2 %

453,205

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$10.56M
2 %

20,160

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$10.22M
2 %

10,803

ABG
ABG

CENCORA INC

COM
03073E105
$9.70M
2 %

34,863

ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$9.22M
2 %

53,448

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$9.19M
2 %

55,415

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