Kesler, Norman & Wride, LLC Purchases in Q1 2025

Kesler, Norman & Wride, LLC

  • $501 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
349K
New
$58.36 - $67.72 $20.3M - $23.6M
349K $23.6M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
453K
New
$25.05 - $25.16 $11.4M - $11.4M
453K $11.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
274K
New
N/A
274K $6.5M
KEY
Keycorp

Financial Services
258K
New
$15.15 - $18.3 $3.9M - $4.71M
258K $4.12M
JNJ
Johnson & Johnson

Healthcare
3.36K
+ 6.46%
$142.06 - $167.7 $478K - $564K
55.4K $9.19M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.89K
+ 3.67%
$142.8 - $176.36 $270K - $334K
53.4K $9.22M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
56.8K
+ 84.65%
$24.79 - $25.26 $1.41M - $1.43M
124K $3.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.52K
+ 23.37%
$442.66 - $534.52 $674K - $814K
8.04K $4.28M
ABT
Abbott Laboratories

Healthcare
914
+ 1.71%
$111.1 - $140.22 $102K - $128K
54.4K $7.22M
PLTR
Palantir Technologies Inc.

Technology
11.3K
+ 82.7%
$64.98 - $124.62 $736K - $1.41M
25K $2.11M
YELP
Yelp Inc

Communication Services
25.8K
New
$33.6 - $41.25 $867K - $1.06M
25.8K $955K
TJX
Tjx Companies Inc

Consumer Cyclical
7.39K
New
$112.81 - $126.16 $833K - $932K
7.39K $899K
CB
Chubb LTD

Financial Services
584
+ 2.25%
$257.71 - $301.99 $151K - $176K
26.5K $8M
UNH
Unitedhealth Group Inc

Healthcare
950
+ 4.95%
$461.52 - $548.18 $438K - $521K
20.2K $10.6M
MDT
Medtronic PLC

Healthcare
1.69K
+ 2.97%
$79.84 - $94.5 $135K - $160K
58.5K $5.26M
JPM
Jpmorgan Chase & CO

Financial Services
2.6K
+ 18.32%
$225.19 - $279.95 $585K - $727K
16.8K $4.12M
CDNS
Cadence Design Systems Inc

Technology
2.69K
New
$233.96 - $324.52 $628K - $871K
2.69K $682K
LLY
Eli Lilly & CO

Healthcare
483
+ 10.12%
$725.72 - $929.72 $351K - $449K
5.26K $4.34M
APO
Apollo Global Management, Inc.

Financial Services
4.75K
New
$126.01 - $172.06 $598K - $816K
4.75K $649K
APP
App Lovin Corp

Technology
2.36K
New
$238.08 - $510.13 $562K - $1.2M
2.36K $625K
XOM
Exxon Mobil Corp

Energy
2.19K
+ 7.12%
$105.44 - $118.93 $231K - $261K
33K $3.92M
V
Visa Inc.

Financial Services
348
+ 2.47%
$306.92 - $362.71 $107K - $126K
14.4K $5.06M
RTX
Raytheon Technologies Corp

Industrials
3.39K
+ 35.73%
$114.1 - $135.66 $387K - $460K
12.9K $1.7M
MS
Morgan Stanley

Financial Services
5.67K
+ 87.06%
$111.68 - $141.08 $633K - $799K
12.2K $1.42M
FFIV
F5, Inc.

Technology
1.94K
+ 149.31%
$251.75 - $310.6 $487K - $601K
3.23K $860K
KKR
Kkr & Co. Inc.

Financial Services
4.87K
+ 198.49%
$108.17 - $167.07 $527K - $813K
7.32K $846K
JKHY
Henry Jack & Associates Inc

Technology
1.29K
+ 3.96%
$166.47 - $191.28 $215K - $247K
33.9K $6.19M
SPGI
S&P Global Inc.

Financial Services
741
+ 12.91%
$478.26 - $543.77 $354K - $403K
6.48K $3.29M
BRO
Brown & Brown, Inc.

Financial Services
192
+ 1.07%
$100.54 - $124.4 $19.3K - $23.9K
18.1K $2.26M
NFLX
Netflix Inc

Communication Services
328
+ 11.65%
$828.4 - $1058.6 $272K - $347K
3.14K $2.93M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
15.3K
New
$26.51 - $28.57 $405K - $436K
15.3K $418K
APH
Amphenol Corp

Technology
7.41K
+ 39.63%
$61.62 - $78.55 $457K - $582K
26.1K $1.71M
TT
Trane Technologies PLC

Industrials
1.34K
+ 102.22%
$332.0 - $400.86 $444K - $536K
2.64K $890K
UNP
Union Pacific Corp

Industrials
795
+ 3.03%
$225.21 - $254.42 $179K - $202K
27K $6.38M
PABU
Ishares Tr Ishares Paris Align

ETFs
6.48K
New
$59.33 - $66.86 $384K - $433K
6.48K $388K
FTI
Technip Fmc PLC

Energy
10.1K
+ 43.85%
$25.3 - $32.57 $255K - $329K
33.1K $1.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.02K
+ 68.82%
$308.86 - $455.36 $316K - $465K
2.51K $883K
HCA
Hca Healthcare, Inc.

Healthcare
823
+ 44.66%
$296.7 - $345.55 $244K - $284K
2.67K $921K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.5K
+ 6.98%
$23.9 - $24.18 $322K - $326K
207K $5M
IBM
International Business Machines Corp

Technology
825
+ 15.61%
$217.4 - $264.74 $179K - $218K
6.11K $1.52M
MCO
Moodys Corp

Financial Services
764
+ 73.6%
$437.8 - $527.48 $334K - $403K
1.8K $839K
O
Realty Income Corp

Real Estate
4.07K
+ 18.31%
$51.67 - $58.49 $210K - $238K
26.3K $1.52M
ABBV
Abb Vie Inc.

Healthcare
971
+ 23.15%
$169.2 - $216.66 $164K - $210K
5.17K $1.08M
CME
Cme Group Inc.

Financial Services
987
+ 44.54%
$225.82 - $266.54 $223K - $263K
3.2K $849K
BX
Blackstone Inc.

Financial Services
2.73K
+ 157.92%
$136.53 - $186.74 $373K - $510K
4.46K $623K
ISRG
Intuitive Surgical Inc

Healthcare
707
+ 66.14%
$476.63 - $610.45 $337K - $432K
1.78K $879K
OMC
Omnicom Group Inc.

Communication Services
4.31K
+ 37.67%
$79.43 - $88.34 $343K - $381K
15.8K $1.31M
EA
Electronic Arts Inc.

Communication Services
2.31K
+ 31.74%
$116.53 - $146.29 $269K - $338K
9.58K $1.38M
SEM
Select Medical Holdings Corp

Healthcare
21.2K
+ 87.42%
$16.56 - $20.38 $351K - $432K
45.4K $758K
Activity Summary
Buys All Purchases 144 New Holdings 17 Increased Positions 127 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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