J. W. Coons Advisors

Latest statistics and disclosures from J. W. Coons Advisors's latest quarterly 13F-HR filing:

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Positions held by J. W. Coons Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for J. W. Coons Advisors

J. W. Coons Advisors holds 238 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zurn Water Solutions Corp Zws (ZWS) 20.8 $92M +82% 2.8M 33.47
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Apple (AAPL) 4.7 $21M 122k 171.48
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Microsoft Corporation (MSFT) 4.2 $19M 45k 420.72
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $9.3M 18k 523.07
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Kla Corp Com New (KLAC) 1.7 $7.6M 11k 698.57
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Merck & Co (MRK) 1.7 $7.4M 56k 131.95
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Accenture Plc Ireland Shs Class A (ACN) 1.4 $6.1M +13% 18k 346.61
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.4 $6.0M 119k 50.45
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JPMorgan Chase & Co. (JPM) 1.2 $5.5M +3% 28k 200.30
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $5.5M +3% 36k 150.93
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UnitedHealth (UNH) 1.2 $5.3M +12% 11k 494.68
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Valero Energy Corporation (VLO) 1.1 $5.0M 29k 170.69
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Fastenal Company (FAST) 1.1 $5.0M 64k 77.14
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Texas Instruments Incorporated (TXN) 1.1 $4.9M +5% 28k 174.21
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Travelers Companies 1.1 $4.9M NEW 21k 230.14
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $4.7M +3% 11k 420.52
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Amazon (AMZN) 1.1 $4.7M 26k 180.38
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Exxon Mobil Corporation (XOM) 1.0 $4.5M 39k 116.24
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Illinois Tool Works (ITW) 1.0 $4.3M 16k 268.34
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Pepsi (PEP) 1.0 $4.2M 24k 175.01
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Johnson & Johnson (JNJ) 0.9 $4.1M 26k 158.19
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Procter & Gamble Company (PG) 0.9 $4.1M 25k 162.25
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Oracle Corporation (ORCL) 0.9 $4.1M +10% 32k 125.61
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Eaton Corp SHS (ETN) 0.9 $3.9M -3% 13k 312.68
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Nike CL B (NKE) 0.9 $3.8M 40k 93.98
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International Business Machines (IBM) 0.9 $3.8M +7% 20k 190.96
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BlackRock (BLK) 0.8 $3.6M +21% 4.3k 833.71
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Costco Wholesale Corporation (COST) 0.8 $3.6M +28% 4.9k 732.63
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TJX Companies (TJX) 0.8 $3.4M -6% 34k 101.42
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Home Depot (HD) 0.8 $3.4M +21% 9.0k 383.58
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SYSCO Corporation (SYY) 0.8 $3.4M 42k 81.18
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McDonald's Corporation (MCD) 0.7 $3.1M 11k 281.94
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Wal-Mart Stores (WMT) 0.7 $3.1M +195% 51k 60.17
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.7 $3.1M +3% 73k 42.11
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Analog Devices (ADI) 0.7 $3.0M +14% 15k 197.79
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Automatic Data Processing (ADP) 0.7 $3.0M -3% 12k 249.74
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Cisco Systems (CSCO) 0.7 $3.0M 59k 49.91
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CVS Caremark Corporation (CVS) 0.6 $2.8M 35k 79.76
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Visa Com Cl A (V) 0.6 $2.7M +3% 9.8k 279.07
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Nextera Energy (NEE) 0.6 $2.7M 43k 63.91
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Enbridge (ENB) 0.6 $2.7M 74k 36.18
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Corning Incorporated (GLW) 0.5 $2.4M 73k 32.96
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $2.3M 25k 91.80
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NVIDIA Corporation (NVDA) 0.5 $2.3M 2.6k 903.56
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $2.3M +2% 30k 77.31
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Kroger (KR) 0.5 $2.3M 40k 57.13
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Carlisle Companies (CSL) 0.5 $2.2M 5.7k 391.85
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Mastercard Incorporated Cl A (MA) 0.5 $2.1M -5% 4.4k 481.57
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Lowe's Companies (LOW) 0.5 $2.1M 8.2k 254.73
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Paychex (PAYX) 0.5 $2.0M -3% 16k 122.80
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.9M +2% 17k 110.52
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Abbvie (ABBV) 0.4 $1.9M 10k 182.10
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Walt Disney Company (DIS) 0.4 $1.8M 15k 122.36
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Amgen (AMGN) 0.4 $1.8M -4% 6.4k 284.32
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Broadcom (AVGO) 0.4 $1.8M -3% 1.4k 1325.41
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Amphenol Corp Cl A (APH) 0.4 $1.8M -9% 15k 115.35
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.8M 12k 152.26
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Eli Lilly & Co. (LLY) 0.4 $1.7M -4% 2.2k 777.96
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Chubb (CB) 0.4 $1.7M 6.7k 259.13
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.6M -2% 8.6k 182.60
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $1.5M -4% 15k 101.41
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Phillips 66 (PSX) 0.3 $1.5M 9.5k 163.34
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Emerson Electric (EMR) 0.3 $1.5M -2% 13k 113.42
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Linde SHS (LIN) 0.3 $1.5M 3.2k 464.32
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Thor Industries (THO) 0.3 $1.5M 12k 117.34
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Meta Platforms Cl A (META) 0.3 $1.4M 3.0k 485.58
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Marriott Intl Cl A (MAR) 0.3 $1.4M 5.6k 252.31
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Thermo Fisher Scientific (TMO) 0.3 $1.4M 2.4k 581.21
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Canadian Natl Ry (CNI) 0.3 $1.4M 10k 131.70
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Caterpillar (CAT) 0.3 $1.3M 3.6k 366.43
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.3M 200.00 6344.40
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American Express Company (AXP) 0.3 $1.3M +33% 5.5k 227.69
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Watsco, Incorporated (WSO) 0.3 $1.3M +10% 2.9k 431.99
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Ishares Tr Mbs Etf (MBB) 0.3 $1.2M 13k 92.42
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.2M +3% 13k 94.66
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.2M +3% 10k 115.81
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Ametek (AME) 0.3 $1.2M 6.5k 182.90
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3M Company (MMM) 0.3 $1.2M 11k 106.07
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Bristol Myers Squibb (BMY) 0.3 $1.2M 21k 54.23
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Corteva (CTVA) 0.3 $1.1M 20k 57.67
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.1M 14k 81.78
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Chevron Corporation (CVX) 0.3 $1.1M 7.1k 157.74
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Stryker Corporation (SYK) 0.3 $1.1M +4% 3.1k 357.87
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Omni (OMC) 0.2 $1.1M +14% 11k 96.76
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Booking Holdings (BKNG) 0.2 $1.1M -5% 292.00 3627.88
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Msa Safety Inc equity (MSA) 0.2 $1.0M 5.4k 193.59
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Pfizer (PFE) 0.2 $1.0M -5% 37k 27.75
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Extra Space Storage (EXR) 0.2 $999k -3% 6.8k 147.00
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Ishares Gold Tr Ishares New (IAU) 0.2 $987k -3% 24k 42.01
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Union Pacific Corporation (UNP) 0.2 $983k 4.0k 245.94
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Cintas Corporation (CTAS) 0.2 $972k -9% 1.4k 687.03
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Waste Management (WM) 0.2 $970k 4.6k 213.15
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Adobe Systems Incorporated (ADBE) 0.2 $952k +2% 1.9k 504.60
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $950k 10k 94.62
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McKesson Corporation (MCK) 0.2 $948k 1.8k 536.85
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Ishares Tr Short Treas Bd (SHV) 0.2 $917k -4% 8.3k 110.54
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Hologic (HOLX) 0.2 $912k 12k 77.96
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Spdr Ser Tr Comp Software (XSW) 0.2 $896k NEW 5.7k 155.99
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Alexandria Real Estate Equities (ARE) 0.2 $895k 6.9k 128.91
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PNC Financial Services (PNC) 0.2 $890k -12% 5.5k 161.60
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Intercontinental Exchange (ICE) 0.2 $879k 6.4k 137.43
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Us Bancorp Del Com New (USB) 0.2 $873k 20k 44.70
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Ecolab (ECL) 0.2 $855k -5% 3.7k 230.90
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Imperial Oil Com New (IMO) 0.2 $837k 12k 69.13
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Dow (DOW) 0.2 $825k 14k 57.93
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $803k 4.7k 169.37
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Anthem (ELV) 0.2 $793k -5% 1.5k 518.54
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Prologis (PLD) 0.2 $789k 6.1k 130.22
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Gilead Sciences (GILD) 0.2 $781k -4% 11k 73.25
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Comcast Corp Cl A (CMCSA) 0.2 $770k 18k 43.35
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Air Products & Chemicals (APD) 0.2 $763k -50% 3.2k 242.24
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J.B. Hunt Transport Services (JBHT) 0.2 $748k 3.8k 199.25
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Reliance Steel & Aluminum (RS) 0.2 $745k -7% 2.2k 334.18
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $742k 2.2k 337.11
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Autodesk (ADSK) 0.2 $738k +4% 2.8k 260.42
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Arthur J. Gallagher & Co. (AJG) 0.2 $736k -37% 2.9k 250.04
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Vulcan Materials Company (VMC) 0.2 $734k +12% 2.7k 272.92
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Intel Corporation (INTC) 0.2 $728k -4% 17k 44.17
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Moody's Corporation (MCO) 0.2 $727k +5% 1.9k 393.03
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $714k +5% 30k 23.77
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Coca-Cola Company (KO) 0.2 $685k +2% 11k 61.18
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $667k +400% 11k 60.74
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Abbott Laboratories (ABT) 0.1 $661k 5.8k 113.66
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FactSet Research Systems (FDS) 0.1 $657k +232% 1.4k 454.39
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Nxp Semiconductors N V (NXPI) 0.1 $635k +37% 2.6k 247.77
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Sealed Air (SEE) 0.1 $629k 17k 37.20
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Humana (HUM) 0.1 $628k -34% 1.8k 346.72
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General Dynamics Corporation (GD) 0.1 $622k -12% 2.2k 282.49
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S&p Global (SPGI) 0.1 $614k 1.4k 425.45
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Ameriprise Financial (AMP) 0.1 $614k NEW 1.4k 438.45
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Target Corporation cs 0.1 $613k NEW 3.5k 177.21
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Snap-on Incorporated (SNA) 0.1 $606k +4% 2.0k 296.23
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Intuitive Surgical Com New (ISRG) 0.1 $603k +29% 1.5k 399.09
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AFLAC Incorporated (AFL) 0.1 $602k -52% 7.0k 85.86
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Cardinal Health (CAH) 0.1 $601k -67% 5.4k 111.90
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Lancaster Colony (LANC) 0.1 $591k 2.8k 207.63
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Applied Materials (AMAT) 0.1 $574k 2.8k 206.23
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Ball Corporation (BALL) 0.1 $574k 8.5k 67.36
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Expeditors International of Washington (EXPD) 0.1 $569k -25% 4.7k 121.57
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L3harris Technologies (LHX) 0.1 $567k 2.7k 213.10
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $555k 6.6k 83.58
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Domino's Pizza (DPZ) 0.1 $551k 1.1k 497.01
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Ishares Tr Tips Bd Etf (TIP) 0.1 $541k -4% 5.0k 107.41
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Cigna Corp (CI) 0.1 $535k 1.5k 363.19
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Baxter International (BAX) 0.1 $509k 12k 42.74
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D.R. Horton (DHI) 0.1 $509k +10% 3.1k 164.55
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MetLife (MET) 0.1 $503k -12% 6.8k 74.11
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Digital Realty Trust (DLR) 0.1 $491k 3.4k 144.04
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Vanguard Index Fds Growth Etf (VUG) 0.1 $488k 1.4k 344.31
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Northern Trust Corporation (NTRS) 0.1 $480k 5.4k 88.92
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Ishares Silver Tr Ishares (SLV) 0.1 $478k 21k 22.75
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Honeywell International (HON) 0.1 $463k 2.3k 205.25
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Colgate-Palmolive Company (CL) 0.1 $462k 5.1k 90.05
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Ensign (ENSG) 0.1 $459k +19% 3.7k 124.42
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Progressive Corporation (PGR) 0.1 $455k 2.2k 206.82
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Teleflex Incorporated (TFX) 0.1 $452k 2.0k 226.17
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Vanguard Index Fds Value Etf (VTV) 0.1 $452k 2.8k 162.86
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $449k 4.6k 97.94
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Ufp Industries (UFPI) 0.1 $447k -17% 3.6k 123.01
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ABM Industries (ABM) 0.1 $446k 10k 44.62
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Wabtec Corporation (WAB) 0.1 $445k +43% 3.1k 145.68
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Marathon Petroleum Corp (MPC) 0.1 $443k 2.2k 201.50
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $442k +7% 1.9k 228.65
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ConocoPhillips (COP) 0.1 $438k 3.4k 127.28
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Ishares Tr Select Divid Etf (DVY) 0.1 $430k 3.5k 123.18
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $428k 8.5k 50.17
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O'reilly Automotive (ORLY) 0.1 $422k -7% 374.00 1128.88
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $414k 7.1k 58.65
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $406k 3.5k 115.29
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Raytheon Technologies Corp 0.1 $404k NEW 4.1k 97.53
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Jabil Circuit (JBL) 0.1 $402k 3.0k 133.95
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $391k -10% 33k 11.88
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $389k -2% 5.3k 73.04
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salesforce (CRM) 0.1 $386k NEW 1.3k 301.18
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $386k 5.0k 76.67
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $382k 3.6k 105.03
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Allstate Corporation (ALL) 0.1 $382k 2.2k 173.01
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Huntington Bancshares Incorporated (HBAN) 0.1 $375k 27k 13.95
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Interpublic Group of Companies (IPG) 0.1 $366k -4% 11k 32.63
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Paypal Holdings (PYPL) 0.1 $363k 5.4k 66.99
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Kimberly-Clark Corporation (KMB) 0.1 $351k 2.7k 129.35
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Bath &#38 Body Works In (BBWI) 0.1 $348k 7.0k 50.02
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Unum (UNM) 0.1 $345k +8% 6.4k 53.66
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $344k 16k 21.15
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $338k -3% 4.2k 80.51
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Invesco Qqq Tr Unit Ser 1 0.1 $338k NEW 761.00 444.09
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $338k 8.1k 41.77
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Advanced Micro Devices (AMD) 0.1 $330k 1.8k 180.49
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IDEXX Laboratories (IDXX) 0.1 $324k 600.00 539.93
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $316k 2.6k 120.99
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Intuit (INTU) 0.1 $315k NEW 485.00 650.00
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M&T Bank Corporation (MTB) 0.1 $311k -10% 2.1k 145.44
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $303k 5.2k 58.55
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Bank of America Corporation (BAC) 0.1 $302k 8.0k 37.92
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Dover Corporation (DOV) 0.1 $302k -5% 1.7k 177.19
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $298k 4.1k 73.15
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Micron Technology (MU) 0.1 $295k 2.5k 117.89
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Equity Residential Sh Ben Int (EQR) 0.1 $289k 4.6k 63.11
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Nice Sponsored Adr (NICE) 0.1 $287k 1.1k 260.62
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Aon Shs Cl A (AON) 0.1 $283k -17% 847.00 333.72
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Shell Spon Ads (SHEL) 0.1 $279k 4.2k 67.03
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $277k 3.7k 75.40
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $274k 2.1k 131.24
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Zoetis Cl A (ZTS) 0.1 $271k 1.6k 169.21
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Trane Technologies SHS (TT) 0.1 $270k 900.00 300.20
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NetApp (NTAP) 0.1 $269k +8% 2.6k 104.98
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Norfolk Southern (NSC) 0.1 $268k 1.1k 254.87
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $264k 2.3k 114.12
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $259k +17% 8.0k 32.23
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Cooper Cos (COO) 0.1 $256k NEW 2.5k 101.46
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $254k 2.3k 108.92
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $249k 2.9k 85.06
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CSX Corporation (CSX) 0.1 $248k 6.7k 37.07
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Medpace Hldgs (MEDP) 0.1 $247k NEW 610.00 404.15
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Mettler-Toledo International (MTD) 0.1 $244k 183.00 1331.30
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $243k 437.00 556.40
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Genuine Parts Company (GPC) 0.1 $242k +2% 1.6k 154.93
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A. O. Smith Corporation (AOS) 0.1 $237k 2.6k 89.45
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PPG Industries (PPG) 0.1 $232k 1.6k 144.90
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M.D.C. Holdings (MDC) 0.1 $231k -58% 3.7k 62.91
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Clorox Company (CLX) 0.1 $230k 1.5k 153.11
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Flowers Foods (FLO) 0.1 $226k -14% 9.5k 23.75
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Verizon Communications (VZ) 0.1 $223k 5.3k 41.96
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General Mills (GIS) 0.1 $223k -30% 3.2k 69.97
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Parker-Hannifin Corporation (PH) 0.1 $222k NEW 400.00 555.79
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Medtronic SHS (MDT) 0.1 $222k 2.5k 87.15
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America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $222k 12k 18.66
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NewMarket Corporation (NEU) 0.0 $220k -9% 347.00 634.62
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Hca Holdings (HCA) 0.0 $218k NEW 654.00 333.53
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Ishares Tr New York Mun Etf (NYF) 0.0 $215k 4.0k 53.81
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eBay (EBAY) 0.0 $213k -16% 4.0k 52.78
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Cdw (CDW) 0.0 $210k -44% 820.00 255.78
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Discover Financial Services (DFS) 0.0 $210k NEW 1.6k 131.11
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International Paper Company (IP) 0.0 $207k NEW 5.3k 39.02
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National Storage Affiliates Com Shs Ben In (NSA) 0.0 $204k NEW 5.2k 39.16
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Lpl Financial Holdings (LPLA) 0.0 $203k NEW 770.00 264.20
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $203k NEW 386.00 525.73
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At&t (T) 0.0 $183k 10k 17.60
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Past Filings by J. W. Coons Advisors

SEC 13F filings are viewable for J. W. Coons Advisors going back to 2020