Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2023-04-14

SEC-registered investment adviser since 2010 · limited liability company

Assets managed$359.7m
Staff8 · 4 in investment roles
Main clients (by assets)High net worth individuals 55%, Individuals 31%, Other advisers 10%
Websitekesslerig.com
Form ADV · 2026-03-27SEC adviser record

Kindwealth
Others nearbyColumbus, IN, Greenwood, IN

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Columbus, IN (main office)United States	United States	about 3
Greenwood, INUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$148.2m reported value +56.8% vs Q4 2022

178positions

41.8%in top 10

23 new 54 added 30 reduced 11 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	JOHNSON & JOHNSON COM JNJ	JNJ	51,134	$7.9m5.35%	5.35%	Added +1.1k	+1,084 2.2%
2	AIRBNB INC COM CL A ABNB	ABNB	63,449	$7.9m5.33%	5.33%	Reduced -248	-248 -0.4%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	71,478	$7.4m5.00%	5.00%	Added +36.7k	+36,705 105.6%
4	META PLATFORMS INC CL A META	META	34,782	$7.4m4.97%	4.97%	Added +1.8k	+1,836 5.6%
5	SPDR GOLD TR GOLD SHS GLD	GLD	36,744	$6.7m4.54%	4.54%	Added +36.0k	+35,995 4805.7%
6	EXXON MOBIL CORP COM XOM	XOM	47,800	$5.2m3.54%	3.54%	Added +609	+609 1.3%
7	ALCOA CORP COM AA	AA	119,865	$5.1m3.44%	3.44%	New
8	CORTEVA INC COM CTVA	CTVA	80,592	$4.9m3.28%	3.28%	Reduced -2.3k	-2,260 -2.7%
9	BOEING CO COM BA	BA	22,625	$4.8m3.24%	3.24%	Reduced -914	-914 -3.9%
10	NUCOR CORP COM NUE	NUE	29,609	$4.6m3.09%	3.09%	New
11	GENERAC HLDGS INC COM GNRC	GNRC	41,849	$4.5m3.05%	3.05%	New
12	REGIONS FINANCIAL CORP NEW COM RF	RF	243,258	$4.5m3.05%	3.05%	Added +233.6k	+233,566 2409.9%
13	KLA CORP COM NEW KLAC	KLAC	11,227	$4.5m3.02%	3.02%	New
14	NETFLIX INC COM NFLX	NFLX	12,659	$4.4m2.95%	2.95%	Reduced -415	-415 -3.2%
15	DOW INC COM DOW	DOW	78,818	$4.3m2.92%	2.92%	New
16	ADOBE INC COM ADBE	ADBE	11,163	$4.3m2.90%	2.90%	Added +391	+391 3.6%
17	DOCUSIGN INC COM DOCU	DOCU	68,608	$4.0m2.70%	2.70%	Added +2.5k	+2,511 3.8%
18	PAYPAL HLDGS INC COM PYPL	PYPL	51,507	$3.9m2.64%	2.64%	Added +3.6k	+3,593 7.5%
19	MICROSOFT CORP COM MSFT	MSFT	13,331	$3.8m2.59%	2.59%	Added +979	+979 7.9%
20	ZILLOW GROUP INC CL C CAP STK Z	Z	81,475	$3.6m2.44%	2.44%	Added +14.7k	+14,711 22.0%
21	DEERE & CO COM DE	DE	8,181	$3.4m2.28%	2.28%	Added +277	+277 3.5%
22	AUTODESK INC COM ADSK	ADSK	16,125	$3.4m2.26%	2.26%	Added +452	+452 2.9%
23	HUMANA INC COM HUM	HUM	6,387	$3.1m2.09%	2.09%	Added +109	+109 1.7%
24	VALERO ENERGY CORP COM VLO	VLO	11,420	$1.6m1.08%	1.08%	Reduced -500	-500 -4.2%
25	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	76,349	$1.5m0.99%	0.99%	Added +3.4k	+3,358 4.6%
26	PFIZER INC COM PFE	PFE	34,040	$1.4m0.94%	0.94%	Reduced -322	-322 -0.9%
27	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	71,822	$1.4m0.93%	0.93%	Added +3.3k	+3,317 4.8%
28	DIAMOND OFFSHORE DRILLING IN COM DO	DO	105,971	$1.3m0.86%	0.86%	Reduced -3.3k	-3,260 -3.0%
29	INTEL CORP COM INTC	INTC	38,647	$1.3m0.85%	0.85%	Added +38.4k	+38,439 18480.3%
30	CISCO SYS INC COM CSCO	CSCO	23,570	$1.2m0.83%	0.83%	Added +23.2k	+23,184 6006.2%
31	BROWN FORMAN CORP CL A BF.A	BF.A	16,953	$1.1m0.75%	0.75%	Added +309	+309 1.9%
32	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	50,223	$1.1m0.74%	0.74%	Added +2.2k	+2,249 4.7%
33	AMGEN INC COM AMGN	AMGN	4,486	$1.1m0.73%	0.73%	New
34	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,096	$1.1m0.72%	0.72%	New
35	WALGREENS BOOTS ALLIANCE INC COM WBA	WBA	30,311	$1.0m0.71%	0.71%	New
36	JPMORGAN CHASE & CO COM JPM	JPM	7,942	$1.0m0.70%	0.70%	Added +7.9k	+7,916 30446.2%
37	ISHARES TR S&P 500 GRWT ETF IVW	IVW	15,811	$1.0m0.68%	0.68%	Added +1.3k	+1,284 8.8%
38	INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY BSJO	BSJO	40,887	$918.1k0.62%	0.62%	Reduced -2.8k	-2,776 -6.4%
39	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	5,535	$827.8k0.56%	0.56%	Added +5.5k	+5,513 25059.1%
40	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	14,196	$822.9k0.56%	0.56%	Added +14.2k	+14,193 473100.0%
41	INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB BSCO	BSCO	39,312	$809.5k0.55%	0.55%	Reduced -6.5k	-6,475 -14.1%
42	SELECT SECTOR SPDR TR INDL XLI	XLI	7,188	$727.3k0.49%	0.49%	Reduced -9.0k	-8,987 -55.6%
43	EMERSON ELEC CO COM EMR	EMR	7,781	$678.0k0.46%	0.46%	Added +510	+510 7.0%
44	VERIZON COMMUNICATIONS INC COM VZ	VZ	17,178	$668.1k0.45%	0.45%	Added +2.1k	+2,068 13.7%
45	INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB BULSHS 2023 CB		29,582	$623.6k0.42%	0.42%	Reduced -7.7k	-7,710 -20.7%
46	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	17,933	$576.5k0.39%	0.39%	Added +3.8k	+3,768 26.6%
47	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	27,454	$556.8k0.38%	0.38%	Added +3.4k	+3,446 14.3%
48	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,950	$445.6k0.30%	0.30%	Added +1.8k	+1,815 159.9%
49	AMAZON COM INC COM AMZN	AMZN	3,233	$333.9k0.23%	0.23%	Unchanged
50	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	4,085	$329.5k0.22%	0.22%	Reduced -9.8k	-9,785 -70.5%
51	CUMMINS INC COM CMI	CMI	1,372	$327.7k0.22%	0.22%	Added +176	+176 14.7%
52	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	4,337	$324.1k0.22%	0.22%	Added +4.3k	+4,323 30878.6%
53	GENUINE PARTS CO COM GPC	GPC	1,915	$320.4k0.22%	0.22%	Added +31	+31 1.6%
54	ABBVIE INC COM ABBV	ABBV	1,888	$300.9k0.20%	0.20%	Added +29	+29 1.6%
55	SERVICE CORP INTL COM SCI	SCI	4,109	$282.6k0.19%	0.19%	Added +108	+108 2.7%
56	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,605	$267.3k0.18%	0.18%	Added +51	+51 3.3%
57	GENERAL DYNAMICS CORP COM GD	GD	1,133	$258.6k0.17%	0.17%	Added +39	+39 3.6%
58	CATERPILLAR INC COM CAT	CAT	1,080	$247.3k0.17%	0.17%	Added +30	+30 2.9%
59	AES CORP COM AES	AES	10,126	$243.8k0.16%	0.16%	Reduced -109	-109 -1.1%
60	RPM INTL INC COM RPM	RPM	2,787	$243.1k0.16%	0.16%	Added +97	+97 3.6%
61	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	3,578	$242.2k0.16%	0.16%	Reduced -4.9k	-4,862 -57.6%
62	UNITEDHEALTH GROUP INC COM UNH	UNH	510	$241.0k0.16%	0.16%	Added +11	+11 2.2%
63	SMITH A O CORP COM AOS	AOS	3,439	$237.8k0.16%	0.16%	New
64	TEXAS INSTRS INC COM TXN	TXN	1,276	$237.3k0.16%	0.16%	Added +33	+33 2.6%
65	ELI LILLY & CO COM LLY	LLY	636	$218.4k0.15%	0.15%	Unchanged
66	TIMKEN CO COM TKR	TKR	2,645	$216.1k0.15%	0.15%	New
67	PELOTON INTERACTIVE INC CL A COM PTON	PTON	17,222	$195.3k0.13%	0.13%	Added +550	+550 3.3%
68	SNOWFLAKE INC CL A SNOW	SNOW	1,250	$192.9k0.13%	0.13%	Unchanged
69	ISHARES SILVER TR ISHARES SLV	SLV	8,365	$185.0k0.12%	0.12%	Unchanged
70	AGCO CORP COM AGCO	AGCO	1,316	$177.9k0.12%	0.12%	Added +7	+7 0.5%
71	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,344	$174.0k0.12%	0.12%	Reduced -23	-23 -1.7%
72	SELECT SECTOR SPDR TR ENERGY XLE	XLE	2,091	$173.2k0.12%	0.12%	Reduced -1.5k	-1,458 -41.1%
73	COCA COLA CO COM KO	KO	2,778	$172.3k0.12%	0.12%	Added +99	+99 3.7%
74	MERCHANTS BANCORP IND COM MBIN	MBIN	6,585	$171.5k0.12%	0.12%	Unchanged
75	CAPRI HOLDINGS LIMITED SHS CPRI	CPRI	3,577	$168.1k0.11%	0.11%	Reduced -302	-302 -7.8%
76	3M CO COM MMM	MMM	1,588	$166.9k0.11%	0.11%	Added +88	+88 5.9%
77	FIRST MERCHANTS CORP COM FRME	FRME	4,640	$152.9k0.10%	0.10%	Unchanged
78	FOOT LOCKER INC COM FL	FL	3,809	$151.2k0.10%	0.10%	Unchanged
79	ROBLOX CORP CL A RBLX	RBLX	3,284	$147.7k0.10%	0.10%	Reduced -150	-150 -4.4%
80	ARCHER DANIELS MIDLAND CO COM ADM	ADM	1,808	$144.0k0.10%	0.10%	Added +69	+69 4.0%
81	FOX FACTORY HLDG CORP COM FOXF	FOXF	1,185	$143.8k0.10%	0.10%	Unchanged
82	CHAMPION HOMES INC COM SKY	SKY	1,757	$132.2k0.09%	0.09%	New
83	YETI HLDGS INC COM YETI	YETI	3,195	$127.8k0.09%	0.09%	Unchanged
84	STEEL DYNAMICS INC COM STLD	STLD	1,118	$126.4k0.09%	0.09%	Unchanged
85	SALESFORCE INC COM CRM	CRM	554	$110.8k0.07%	0.07%	Unchanged
86	SIMPSON MFG INC COM SSD	SSD	989	$108.4k0.07%	0.07%	New
87	EASTMAN CHEM CO COM EMN	EMN	1,194	$100.7k0.07%	0.07%	Added +80	+80 7.2%
88	OTIS WORLDWIDE CORP COM OTIS	OTIS	1,171	$98.8k0.07%	0.07%	New
89	STAG INDL INC COM STAG	STAG	2,884	$97.5k0.07%	0.07%	New
90	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	1,141	$96.1k0.06%	0.06%	Unchanged
91	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	3,089	$94.9k0.06%	0.06%	New
92	LEVI STRAUSS & CO NEW CL A COM STK LEVI	LEVI	5,154	$94.0k0.06%	0.06%	Unchanged
93	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	1,611	$93.3k0.06%	0.06%	Unchanged
94	OCCIDENTAL PETE CORP COM OXY	OXY	1,450	$90.5k0.06%	0.06%	Unchanged
95	AIR PRODS & CHEMS INC COM APD	APD	297	$85.3k0.06%	0.06%	Added +28	+28 10.4%
96	EMCOR GROUP INC COM EME	EME	446	$72.5k0.05%	0.05%	Unchanged
97	RTX CORPORATION COM RTX	RTX	640	$62.7k0.04%	0.04%	Added +57	+57 9.8%
98	ALPHABET INC CAP STK CL C GOOG	GOOG	580	$60.3k0.04%	0.04%	Unchanged
99	WELLS FARGO CO NEW COM WFC	WFC	1,519	$56.8k0.04%	0.04%	Reduced -400	-400 -20.8%
100	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	1,700	$55.0k0.04%	0.04%	New

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
SPDR SER TR XBI	XBI	14,027	$1.2m14.0k shares
INVESCO EXCH TRD SLF IDX FD BSDE	BSDE	13,250	$319.0k13.2k shares
PIONEER NAT RES CO PXD	PXD	1,138	$260.0k1.1k shares
CHEGG INC CHGG	CHGG	3,399	$86.0k3.4k shares
SILVERGATE CAP CORP SICP	SICP	1,876	$33.0k1.9k shares
ZOOM COMMUNICATIONS INC ZM	ZM	250	$17.0k250 shares
HILTON GRAND VACATIONS INC HGV	HGV	385	$15.0k385 shares
SHORE BANCSHARES INC SHBI	SHBI	231	$4.0k231 shares
NORFOLK SOUTHN CORP NSC	NSC	17	$4.0k17 shares
SPDR S&P 500 ETF TR SPY	SPY	4	$2.0k4 shares
SELECT SECTOR SPDR TR XLRE	XLRE	3	$03 shares