Kesler, Norman & Wride, LLC Incresed Positions in Q3 2025

Kesler, Norman & Wride, LLC

  • $529 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
37.8K
+ 266.38%
$155.17 - $185.42 $5.87M - $7.02M
52.1K $9.65M
UNH
Unitedhealth Group Inc

Healthcare
14.3K
+ 295.1%
$237.77 - $353.61 $3.41M - $5.07M
19.2K $6.63M
MDT
Medtronic PLC

Healthcare
43.4K
+ 323.45%
$87.67 - $95.74 $3.81M - $4.16M
56.8K $5.41M
UPS
United Parcel Service Inc

Industrials
28.1K
+ 1376.42%
$82.58 - $105.54 $2.32M - $2.96M
30.1K $2.52M
GD
General Dynamics Corp

Industrials
691
+ 2.62%
$293.92 - $341.0 $203K - $236K
27K $9.22M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
53.8K
+ 20.25%
$25.09 - $25.19 $1.35M - $1.35M
319K $8.04M
GOOG
Alphabet Inc.

Communication Services
4.49K
+ 232.83%
$175.16 - $255.24 $786K - $1.15M
6.42K $1.56M
FIW
First Trust Water ETF

ETFs
9.31K
+ 196.12%
$107.54 - $115.08 $1M - $1.07M
14.1K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
1.51K
+ 90.53%
$293.94 - $444.72 $444K - $672K
3.18K $1.41M
AFL
Aflac Inc

Financial Services
6.24K
+ 35.14%
$98.09 - $111.7 $612K - $697K
24K $2.68M
IYF
Ishares Tr

ETFs
5.58K
+ 122.42%
$119.89 - $127.16 $668K - $709K
10.1K $1.28M
LMT
Lockheed Martin Corp

Industrials
185
+ 1.54%
$410.74 - $499.21 $76K - $92.4K
12.2K $6.08M
SYLD
Cambria Shareholder Yld ETF

ETFs
3.55K
+ 6.06%
$63.93 - $70.45 $227K - $250K
62.1K $4.27M
MAS
Masco Corp

Industrials
5.92K
+ 167.32%
$64.44 - $76.07 $381K - $450K
9.46K $665K
FYLD
Cambria Foreign Shareholder Yi

ETFs
7.95K
+ 8.57%
$29.19 - $31.97 $232K - $254K
101K $3.14M
AMGN
Amgen Inc

Healthcare
1.29K
+ 5.84%
$271.18 - $309.22 $350K - $399K
23.4K $6.59M
SHOP
Shopify Inc.

Technology
446
+ 4.96%
$112.11 - $157.12 $50K - $70.1K
9.43K $1.4M
KBH
Kb Home

Consumer Cyclical
4.41K
+ 91.27%
$52.78 - $67.97 $233K - $300K
9.25K $588K
IYW
Ishares Dj Us Tech ETF

ETFs
1.09K
+ 26.51%
$171.38 - $197.01 $186K - $214K
5.19K $1.02M
IGM
Ishares Expanded Tech Sector E

ETFs
1.7K
+ 27.1%
$110.96 - $127.67 $188K - $217K
7.96K $1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
201
+ 4.73%
$275.84 - $326.36 $55.4K - $65.6K
4.45K $1.45M
IYJ
Ishares Tr

ETFs
1.42K
+ 33.15%
$142.42 - $148.18 $203K - $211K
5.71K $833K
IGV
Ishares Expanded Tech Software

ETFs
1.55K
+ 25.35%
$105.96 - $117.79 $164K - $182K
7.64K $878K
MA
Mastercard Inc

Financial Services
218
+ 1.77%
$550.18 - $598.96 $120K - $131K
12.5K $7.12M
GE
General Electric CO

Industrials
430
+ 26.14%
$244.75 - $305.63 $105K - $131K
2.08K $624K
WEC
Wec Energy Group, Inc.

Utilities
1.15K
+ 19.82%
$103.66 - $114.59 $119K - $131K
6.92K $793K
PEP
Pepsico Inc

Consumer Defensive
325
+ 2.41%
$133.81 - $152.16 $43.5K - $49.5K
13.8K $1.94M
ATO
Atmos Energy Corp

Utilities
781
+ 51.05%
$151.51 - $170.75 $118K - $133K
2.31K $394K
PLD
Prologis, Inc.

Real Estate
908
+ 19.34%
$104.08 - $115.35 $94.5K - $105K
5.6K $641K
MCD
Mcdonalds Corp

Consumer Cyclical
349
+ 12.6%
$291.67 - $316.99 $102K - $111K
3.12K $947K
CMS
Cms Energy Corp

Utilities
1.17K
+ 10.38%
$69.37 - $74.67 $81K - $87.1K
12.4K $908K
NJR
New Jersey Resources Corp

Utilities
2.1K
+ 27.21%
$45.05 - $48.15 $94.7K - $101K
9.83K $473K
AWK
American Water Works Company, Inc.

Utilities
818
+ 8.13%
$135.05 - $147.0 $110K - $120K
10.9K $1.51M
FDN
First Tr Fd Dow Jones

ETFs
283
+ 8.55%
$264.06 - $287.34 $74.7K - $81.3K
3.59K $1.01M
BDX
Becton Dickinson & CO

Healthcare
490
+ 41.07%
$172.41 - $199.66 $84.5K - $97.8K
1.68K $315K
FXL
First Tr Exchange Traded Fd Fi

ETFs
248
+ 4.12%
$155.79 - $172.55 $38.6K - $42.8K
6.27K $1.05M
QTEC
First Trust Nasdaq 100 Technol

ETFs
123
+ 2.79%
$208.95 - $229.72 $25.7K - $28.3K
4.53K $1.04M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
786
+ 5.22%
$96.91 - $101.22 $76.2K - $79.6K
15.9K $1.57M
WFC
Wells Fargo & Company

Financial Services
683
+ 13.99%
$77.05 - $85.16 $52.6K - $58.2K
5.56K $466K
FXO
First Tr Exchange Traded Fd Fi

ETFs
682
+ 9.53%
$55.81 - $60.32 $38.1K - $41.1K
7.84K $465K
PPG
Ppg Industries Inc

Basic Materials
769
+ 27.49%
$103.65 - $119.07 $79.7K - $91.6K
3.57K $374K
VZ
Verizon Communications Inc

Communication Services
867
+ 9.77%
$40.84 - $45.06 $35.4K - $39.1K
9.74K $428K
CVX
Chevron Corp

Energy
119
+ 6.45%
$145.57 - $161.83 $17.3K - $19.3K
1.96K $304K
SBUX
Starbucks Corp

Consumer Cyclical
1.18K
+ 13.19%
$81.9 - $96.86 $96.7K - $114K
10.1K $857K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
601
+ 3.06%
$59.81 - $60.11 $35.9K - $36.1K
20.2K $1.21M
IYG
Ishares Tr

ETFs
150
+ 2.81%
$85.16 - $90.57 $12.8K - $13.6K
5.49K $492K
AMZN
Amazon Com Inc

Consumer Cyclical
138
+ 0.69%
$211.65 - $238.24 $29.2K - $32.9K
20K $4.4M
IAI
Ishares Tr Us Broker Dealers &

ETFs
50
+ 1.7%
$168.93 - $178.7 $8.45K - $8.94K
3K $529K
SJM
J M Smucker CO

Consumer Defensive
63
+ 2.81%
$102.24 - $113.2 $6.44K - $7.13K
2.31K $250K
Activity Summary
Buys All Purchases 94 New Holdings 23 Increased Positions 71 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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