• 13F History

Kesler, Norman & Wride, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$463M
Signature - Title
Garrett Smith - Chief Compliance Officer
Location
Ogden, UT
Summary
This page shows a list of all the recent 13F filings made by Kesler, Norman & Wride, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kesler, Norman & Wride, LLC reported 214 stock holdings with total value $463M as of Q4 2024. Top holdings included AAPL, SPY, MSFT, COST, and UNH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 214 $463M +$54.6M -$90.3M -$35.8M AAPL, SPY, MSFT, COST, UNH 13F-HR 2/12/2025, 04:51 PM
Q3 2024 223 $509M +$53.4M -$46M +$7.41M KR, AAPL, SPY, MSFT, UNH 13F-HR 10/7/2024, 06:51 PM
Q2 2024 169 $471M +$27.6M -$20.6M +$7.06M KR, AAPL, MSFT, SPY, UNH 13F-HR 7/23/2024, 09:57 PM
Q1 2024 153 $471M +$40.1M -$27.5M +$12.6M KR, MSFT, SPY, AAPL, COST 13F-HR 4/19/2024, 12:45 PM
Q4 2023 156 $437M +$31.5M -$31.3M +$247K KR, SPY, AAPL, MSFT, COST 13F-HR 1/10/2024, 02:58 PM
Q3 2023 165 $398M +$18.1M -$13.2M +$4.9M KR, AAPL, MSFT, COST, LOW 13F-HR 11/9/2023, 06:51 PM
Q2 2023 156 $412M +$7.44M -$3.41M +$4.03M KR, AAPL, MSFT, LOW, COST 13F-HR 7/26/2023, 08:36 PM
Q1 2023 153 $397M +$21.4M -$14M +$7.46M KR, AAPL, MSFT, COST, LOW 13F-HR 4/10/2023, 09:59 PM
Q4 2022 156 $388M +$52.3M -$45.3M +$7M KR, AAPL, UNH, MSFT, LOW 13F-HR 2/6/2023, 05:37 PM
Q3 2022 156 $359M +$26.6M -$5.6M +$21M KR, AAPL, MSFT, UNH, COST 13F-HR 10/18/2022, 06:35 PM
Q2 2022 148 $361M +$22.9M -$50.8M -$28M KR, AAPL, MSFT, UNH, COST 13F-HR 8/3/2022, 05:49 PM
Q1 2022 142 $449M +$20.2M -$16.6M +$3.59M KR, MSFT, COST, AAPL, UNH 13F-HR 4/13/2022, 09:48 PM
Q4 2021 146 $472M +$14.6M -$3.3M +$11.3M KR, MSFT, LOW, ACN, COST 13F-HR 2/4/2022, 05:58 PM
Q3 2021 148 $424M +$14.8M -$10.2M +$4.66M KR, MSFT, LOW, ACN, COST 13F-HR 10/28/2021, 03:46 PM
Q2 2021 152 $430M +$37.7M -$37.7M -$28.4K KR, MSFT, AAPL, ACN, LOW 13F-HR 8/13/2021, 02:49 PM
Q1 2021 149 $400M +$40.8M -$15.2M +$25.7M KR, MSFT, LOW, IYT, SOXX 13F-HR 4/19/2021, 09:32 AM
Q4 2020 145 $359M MSFT, AAPL, LOW, BLK, ACN 13F-HR 2/2/2021, 06:51 PM