Kesler, Norman & Wride, LLC

Q4 2024 13F Holdings

  • Location
    ogden, UT
  • Num holdings

    214

  • Value ($000)

    $463,286

  • Date Filed
    02/12/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$17.79M
4 %

71,041

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$17.08M
4 %

29,132

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$14.88M
3 %

35,311

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$10.07M
2 %

10,993

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$9.72M
2 %

19,210

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.61M
2 %

64,089

---

BLACKROCK INC

COM
09290D101
$8.52M
2 %

8,306

LOW
LOW

LOWES COS INC

COM
548661107
$8.36M
2 %

33,865

AVGO
AVGO

BROADCOM INC

COM
11135F101
$7.93M
2 %

34,203

ABG
ABG

CENCORA INC

COM
03073E105
$7.80M
2 %

34,727

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