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Kesler, Norman & Wride, LLC
RIA/Wealth
Kesler, Norman & Wride, LLC is a RIA/Wealth based in Ogden, UT led by Kevin Clark Kesler, reporting $618.8M in AUM as of Q3 2025 with KR as the largest holding (4% allocation).
Managing PartnerKevin Clark Kesler
- Portfolio Value
- $509.8M
- Positions
- 219
- Top Holding
- KR at 4.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kesler, Norman & Wride, LLC's portfolio (24.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Grocery Stores Consumer Defensive | $21.3M | 4.18% | -$550.3 Sold | 0.05% 348.5K shares | |
Consumer Electronics Technology | $17.8M | 3.49% | -$407.9K Sold | 0.00% 71.0K shares | |
ETF ETF | $17.1M | 3.35% | -$28.7K Sold | — 29.1K shares | |
Software - Infrastructure Technology | $14.9M | 2.92% | -$419.0K Sold | 0.00% 35.3K shares | |
Discount Stores Consumer Defensive | $10.1M | 1.98% | +$205.3K Bought | 0.00% 11.0K shares | |
Medical - Healthcare Plans Healthcare | $9.7M | 1.91% | +$7.3M Bought | 0.00% 19.2K shares | |
Semiconductors Technology | $8.6M | 1.69% | -$208.7K Sold | 0.00% 64.1K shares | |
Asset Management Financial Services | $8.5M | 1.67% | -$857.1K Sold | 0.01% 8.3K shares | |
Home Improvement Consumer Cyclical | $8.4M | 1.64% | -$260.9K Sold | 0.01% 33.9K shares | |
ETF ETF | $8.0M | 1.57% | +$1.3M Bought | — 319.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kesler, Norman & Wride, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+1,376.42% | |
+323.45% | |
+295.1% | |
+266.38% | |
+232.83% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Kesler, Norman & Wride, LLC
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