Fund HoldingsKesler, Norman & Wride, LLC

Total Portfolio Value
$397.96M
Total Bought
$24.39M
Total Sold
$30.35M
Net Transaction
-$5.96M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
DORSEYWRIGHT MOM
061,096+61,09601,6980.43%+1,698
FIRST TR EXCH TRADED FD III
RIVR FRNT DYN
031,499+31,49901,6770.42%+1,677
FIRST TR EXCH TRADED FD III
RIVRFRNT DYN DEV
030,092+30,09201,6730.42%+1,673
CAMBRIA ETF TR078,717+78,71702,2580.57%+2,258
CAMBRIA ETF TR46,361110,779+64,4181,1132,6560.67%+1,543
PHILLIPS 66(PSX)51,19752,596+1,3994,8836,3191.59%+1,436
CAMBRIA ETF TR33,98756,823+22,8362,0793,5150.88%+1,436
ISHARES TR96,577143,177+46,6002,4423,6310.91%+1,189
AMGEN INC(AMGN)22,62922,557-725,0246,0621.52%+1,038
ISHARES TR
TRS FLT RT BD
018,556+18,55609420.24%+942
ISHARES TR146,451181,858+35,4073,6064,4971.13%+892
ISHARES TR125,169152,871+27,7023,0523,7250.94%+674
KEYCORP(KEY)257,514257,51402,3792,7710.70%+391
CHUBB LIMITED
COM
30,36529,910-4555,8476,2271.56%+380
ZOETIS INC(ZTS)05,304+5,30409230.23%+923
UNITEDHEALTH GROUP INC(UNH)17,45517,135-3208,3908,6392.17%+250
ISHARES TR01,793+1,79302270.06%+227
META PLATFORMS INC(META)0747+74702240.06%+224
ISHARES TR01,171+1,17102180.05%+218
ISHARES TR0620+62002120.05%+212
ALPHABET INC(GOOG)05,020+5,02006570.17%+657
BROADCOM INC(AVGO)0242+24202010.05%+201
EXXON MOBIL CORP03,344+3,34403930.10%+393
CINTAS CORP(CTAS)02,126+2,12601,0230.26%+1,023
TESLA INC(TSLA)01,634+1,63404090.10%+409
COMCAST CORP NEW(CCZ)46,21747,083+8661,9202,0880.52%+167
PROLOGIS INC.(PLD)08,464+8,46409500.24%+950
NVIDIA CORPORATION(NVDA)2,3882,660+2721,0101,1570.29%+147
AMAZON COM INC(AMZN)06,096+6,09607750.19%+775
TARGET CORP(TGT)7,67910,430+2,7511,0131,1530.29%+140
CISCO SYS INC(CSCO)135,583132,999-2,5847,0157,1501.80%+135
TRACTOR SUPPLY CO(TSCO)04,706+4,70609550.24%+955
ISHARES TR
IBONDS DEC2026
95,364100,318+4,9542,2382,3410.59%+103
FACTSET RESH SYS INC(FDS)6,4426,124-3182,5822,6790.67%+97
FIRST TR EXCHANGE-TRADED FD030,812+30,81208010.20%+801
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
044,609+44,60907770.20%+777
GENERAL DYNAMICS CORP(GD)29,24228,823-4196,2916,3691.60%+78
AUTOMATIC DATA PROCESSING IN9,6509,028-6222,1212,1720.55%+51
ADOBE INC(ADBE)01,924+1,92409810.25%+981
ALPHABET INC(GOOG)03,285+3,28504330.11%+433
MASTERCARD INCORPORATED(MA)12,40712,414+74,8804,9151.23%+35
FIRST TR EXCHANGE-TRADED FD04,071+4,07106500.16%+650
CHEVRON CORP NEW(CVX)01,522+1,52202570.06%+257
ISHARES TR01,399+1,39903270.08%+327
DISNEY WALT CO(DIS)05,791+5,79104690.12%+469
AFLAC INC(AFL)39,15735,704-3,4532,7332,7400.69%+7
FIRST TR ENERGY INFRASTRCTR010,971+10,97101660.04%+166
EMERSON ELEC CO(EMR)20,01918,756-1,2631,8101,8110.46%+2
NUVEEN CR STRATEGIES INCOME
COM SHS
011,500+11,5000580.01%+58
ISHARES TR07,948+7,94808340.21%+834
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
27,04026,814-2261,0191,0140.25%-5
PNC FINL SVCS GROUP INC(PNC)01,679+1,67902060.05%+206
BROADRIDGE FINL SOLUTIONS IN(BR)11,45410,562-8921,8971,8910.48%-6
BLACKROCK ENHANCED EQUITY DI(BDJ)010,200+10,2000780.02%+78
WELLS FARGO CO NEW(WFC)05,933+5,93302420.06%+242
PURPLE INNOVATION INC010,027+10,0270170.00%+17
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
03,973+3,97302690.07%+269
ISHARES TR06,068+6,06804940.12%+494
FIRST TR EXCHANGE-TRADED FD
NASDQ PHRMTCLS
027,477+27,47707030.18%+703
ISHARES TR04,662+4,66204190.11%+419
DEERE & CO(DE)0727+72702740.07%+274
SPDR DOW JONES INDL AVERAGE(DIA)02,338+2,33807830.20%+783
FIRST TR NASDAQ 100 TECH IND04,762+4,76206920.17%+692
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
06,990+6,99003570.09%+357
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,800+3,80005380.14%+538
SHOPIFY INC(SHOP)09,504+9,50405190.13%+519
DARDEN RESTAURANTS INC(DRI)01,488+1,48802130.05%+213
FIRST TR EXCHANGE-TRADED FD
GBL WND ENRG ETF
012,070+12,07001750.04%+175
ISHARES TR011,394+11,39402320.06%+232
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
012,068+12,06807280.18%+728
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
06,945+6,94507720.19%+772
LINDE PLC(LIN)6,4276,457+302,4502,4050.60%-45
ISHARES TR014,943+14,94303470.09%+347
FIRST TR S&P REIT INDEX FD
COM
028,746+28,74606570.17%+657
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
19,63919,633-61,1801,1280.28%-53
VANECK ETF TRUST
SEMICONDUCTR ETF
05,214+5,21407560.19%+756
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
17,36016,759-6011,1141,0560.27%-58
FIRST TR EXCHANGE-TRADED FD16,83716,703-1341,4201,3590.34%-61
ISHARES TR30,53926,286-4,2531,3081,2470.31%-62
ISHARES TR06,696+6,69606760.17%+676
FIRST TR EXCHANGE-TRADED FD07,856+7,85603350.08%+335
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
021,433+21,43306120.15%+612
INVESCO QQQ TR5,3925,346-461,9921,9150.48%-77
ISHARES TR1,8991,865-349638830.22%-80
WALMART INC(WMT)13,82413,062-7622,1732,0890.52%-84
FIRST TR EXCHANGE-TRADED FD
NASDQ FOD BVRG
036,001+36,00108530.21%+853
UNION PAC CORP(UNP)29,90829,600-3086,1206,0281.51%-92
PAYCHEX INC(PAYX)17,98516,616-1,3692,0121,9170.48%-96
ISHARES TR01,418+1,41805420.14%+542
FIRST TR EXCHANGE TRADED FD
WTR ETF
15,03314,810-2231,3311,2260.31%-106
COMMERCE BANCSHARES INC(CBSH)51,55750,016-1,5412,5112,4000.60%-111
SPDR S&P 500 ETF TR(SPY)17,70118,084+3837,8467,7311.94%-116
ISHARES TR018,367+18,36707640.19%+764
BECTON DICKINSON & CO(BDX)6,5366,193-3431,7261,6010.40%-125
PRICE T ROWE GROUP INC(TROW)15,30915,056-2531,7151,5790.40%-136
FEDERAL RLTY INVT TR NEW(FRT)17,92817,565-3631,7351,5920.40%-143
XCEL ENERGY INC(XEL)26,14525,838-3071,6251,4780.37%-147
WEC ENERGY GROUP INC(WEC)17,14516,865-2801,5131,3580.34%-154
HOME DEPOT INC(HD)6,6666,311-3552,0711,9070.48%-163
VERIZON COMMUNICATIONS INC(VZ)37,54438,021+4771,3961,2320.31%-164
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