J. W. Coons Advisors, LLC Top Holdings and 13F Report (2025) About J. W. Coons Advisors, LLCInvestment ActivityJ. W. Coons Advisors, LLC has $389.31 million in total holdings as of December 31, 2024.J. W. Coons Advisors, LLC owns shares of 229 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 4.97% of the portfolio was sold this quarter.This quarter, J. W. Coons Advisors, LLC has purchased 239 new stocks and bought additional shares in 56 stocks.J. W. Coons Advisors, LLC sold shares of 98 stocks and completely divested from 22 stocks this quarter.Largest Holdings Apple $29,854,309Zurn Elkay Water Solutions $25,668,518Microsoft $18,904,126SPDR S&P 500 ETF Trust $10,351,932JPMorgan Ultra-Short Income ETF $7,200,644 Largest New Holdings this Quarter BLACKROCK INC $4,475,835 HoldingTaiwan Semiconductor Manufacturing $614,984 HoldingBlackstone $416,222 HoldingRoss Stores $273,043 HoldingWilliams Companies $268,165 Holding Largest Purchases this Quarter BLACKROCK INC 4,366 shares (about $4.48M)PIMCO Multi Sector Bond Active ETF 38,580 shares (about $999.99K)Taiwan Semiconductor Manufacturing 3,114 shares (about $614.98K)JPMorgan Ultra-Short Income ETF 10,442 shares (about $525.96K)Vanguard Intermediate-Term Corporate Bond ETF 6,415 shares (about $514.93K) Largest Sales this Quarter Apple 3,033 shares (about $759.52K)Corning 10,000 shares (about $475.20K)Vanguard Dividend Appreciation ETF 2,095 shares (about $410.23K)THOR Industries 3,985 shares (about $381.40K)Hologic 5,000 shares (about $360.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJ. W. Coons Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$29,854,309$759,524 ▼-2.5%119,2177.7%Computer and TechnologyZWSZurn Elkay Water Solutions$25,668,5180.0%688,1646.6%Industrial ProductsMSFTMicrosoft$18,904,126$50,580 ▼-0.3%44,8504.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,351,932$84,396 ▼-0.8%17,6632.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$7,200,644$525,964 ▲7.9%142,9551.8%ETFKLACKLA$6,793,954$47,259 ▼-0.7%10,7821.7%Computer and TechnologyGOOGLAlphabet$6,654,662$282,625 ▼-4.1%35,1541.7%Computer and TechnologyJPMJPMorgan Chase & Co.$6,484,541$185,293 ▼-2.8%27,0521.7%FinanceACNAccenture$5,896,059$50,306 ▼-0.8%16,7601.5%Computer and TechnologyMRKMerck & Co., Inc.$5,700,741$14,325 ▲0.3%57,3051.5%MedicalAMZNAmazon.com$5,635,471$98,726 ▼-1.7%25,6871.4%Retail/WholesaleUNHUnitedHealth Group$5,425,539$10,118 ▼-0.2%10,7251.4%MedicalORCLOracle$5,259,025$215,967 ▼-3.9%31,5591.4%Computer and TechnologyTXNTexas Instruments$5,195,330$83,629 ▼-1.6%27,7071.3%Computer and TechnologyBRK.BBerkshire Hathaway$5,019,170$1,360 ▼0.0%11,0731.3%FinanceTRVTravelers Companies$4,998,478$120,445 ▼-2.4%20,7501.3%FinanceFASTFastenal$4,583,053$27,542 ▼-0.6%63,7331.2%Retail/WholesaleWMTWalmart$4,562,0670.0%50,4931.2%Retail/WholesaleCOSTCostco Wholesale$4,512,706$139,275 ▼-3.0%4,9251.2%Retail/WholesaleBLACKROCK INC$4,475,835$4,475,835 ▲New Holding4,3661.1%COMPGProcter & Gamble$4,373,821$11,736 ▼-0.3%26,0891.1%Consumer StaplesIBMInternational Business Machines$4,354,393$43,307 ▲1.0%19,8081.1%Computer and TechnologyETNEaton$4,233,666$37,169 ▲0.9%12,7571.1%Industrial ProductsXOMExxon Mobil$4,220,204$26,785 ▼-0.6%39,2321.1%Oils/EnergyITWIllinois Tool Works$4,101,674$1,268 ▲0.0%16,1761.1%Industrial ProductsTJXTJX Companies$3,914,044$25,974 ▲0.7%32,3981.0%Retail/WholesalePEPPepsiCo$3,647,254$30,412 ▼-0.8%23,9860.9%Consumer StaplesJNJJohnson & Johnson$3,603,801$72,455 ▼-2.0%24,9190.9%MedicalNVDANVIDIA$3,476,769$49,687 ▼-1.4%25,8900.9%Computer and TechnologyCSCOCisco Systems$3,445,114$54,464 ▼-1.6%58,1940.9%Computer and TechnologyADIAnalog Devices$3,437,468$46,317 ▲1.4%16,1790.9%Computer and TechnologyVLOValero Energy$3,308,385$76,742 ▼-2.3%26,9870.8%Oils/EnergyMCDMcDonald's$3,201,968$21,743 ▼-0.7%11,0450.8%Retail/WholesaleSYYSysco$3,159,3280.0%41,3200.8%Consumer StaplesADPAutomatic Data Processing$3,152,071$136,117 ▼-4.1%10,7680.8%Business ServicesENBEnbridge$3,151,871$17,227 ▲0.5%74,2840.8%Oils/EnergyNEENextEra Energy$3,033,348$19,500 ▼-0.6%42,3120.8%UtilitiesGLWCorning$2,972,376$475,200 ▼-13.8%62,5500.8%Computer and TechnologyHDHome Depot$2,851,633$237,280 ▼-7.7%7,3310.7%Retail/WholesaleAVGOBroadcom$2,828,033$208,891 ▼-6.9%12,1980.7%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$2,786,730$329,584 ▼-10.6%66,7800.7%ETFNKENIKE$2,659,423$200,526 ▼-7.0%35,1450.7%Consumer DiscretionaryKRKroger$2,486,665$22,381 ▲0.9%40,6650.6%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$2,433,501$77,073 ▲3.3%31,1950.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,329,4540.0%25,4780.6%ETFVVisa$2,291,530$139,685 ▼-5.7%7,2510.6%Business ServicesGOOGAlphabet$2,205,2960.0%11,5800.6%Computer and TechnologyPAYXPaychex$2,163,327$24,539 ▼-1.1%15,4280.6%Business ServicesLOWLowe's Companies$2,144,924$6,170 ▼-0.3%8,6910.6%Retail/WholesaleCSLCarlisle Companies$2,102,3880.0%5,7000.5%Multi-Sector ConglomeratesMETAMeta Platforms$2,028,2210.0%3,4640.5%Computer and TechnologyMAMastercard$1,975,182$34,227 ▲1.8%3,7510.5%Business ServicesAPHAmphenol$1,971,339$45,837 ▼-2.3%28,3850.5%Computer and TechnologyCBChubb$1,839,6060.0%6,6580.5%FinanceAMGNAmgen$1,777,334$59,948 ▼-3.3%6,8190.5%MedicalIJRiShares Core S&P Small-Cap ETF$1,765,539$44,936 ▼-2.5%15,3230.5%ETFABBVAbbVie$1,761,718$55,976 ▼-3.1%9,9140.5%MedicalSHViShares Short Treasury Bond ETF$1,734,784$229,029 ▲15.2%15,7550.4%ETFLLYEli Lilly and Company$1,633,552$7,720 ▲0.5%2,1160.4%MedicalDISWalt Disney$1,626,959$22,270 ▼-1.4%14,6110.4%Consumer DiscretionaryEMREmerson Electric$1,598,6970.0%12,9000.4%Industrial ProductsCVSCVS Health$1,527,158$13,467 ▼-0.9%34,0200.4%MedicalPYLDPIMCO Multi Sector Bond Active ETF$1,513,210$999,994 ▲194.8%58,3800.4%ETFMARMarriott International$1,498,4660.0%5,3720.4%Consumer DiscretionaryWSOWatsco$1,456,895$35,546 ▲2.5%3,0740.4%ConstructionBKNGBooking$1,440,8420.0%2900.4%Retail/WholesaleMMM3M$1,425,2830.0%11,0410.4%Multi-Sector ConglomeratesAXPAmerican Express$1,364,320$299,753 ▼-18.0%4,5970.4%FinanceLINDE PLC$1,345,187$14,653 ▼-1.1%3,2130.3%SHSEXRExtra Space Storage$1,321,564$7,630 ▼-0.6%8,8340.3%FinanceSYKStryker$1,315,289$9,361 ▲0.7%3,6530.3%MedicalCATCaterpillar$1,262,405$36,276 ▼-2.8%3,4800.3%Industrial ProductsSHYiShares 1-3 Year Treasury Bond ETF$1,257,086$124,364 ▼-9.0%15,3340.3%ManufacturingXSWSPDR S&P Software & Services ETF$1,227,304$41,571 ▼-3.3%6,4950.3%ETFTMOThermo Fisher Scientific$1,207,460$7,803 ▼-0.6%2,3210.3%MedicalIEIiShares 3-7 Year Treasury Bond ETF$1,198,254$30,621 ▼-2.5%10,3700.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,187,428$36,518 ▼-3.0%12,8440.3%ETFIAUiShares Gold Trust$1,172,942$990 ▲0.1%23,6910.3%FinanceAMEAMETEK$1,160,334$3,605 ▼-0.3%6,4370.3%Computer and TechnologyMBBiShares MBS ETF$1,158,286$187,669 ▼-13.9%12,6340.3%ETFCTVACorteva$1,122,3400.0%19,7040.3%Consumer StaplesPSXPhillips 66$1,100,336$6,836 ▲0.6%9,6580.3%Oils/EnergyBMYBristol-Myers Squibb$1,058,804$5,656 ▼-0.5%18,7200.3%MedicalPNCThe PNC Financial Services Group$1,054,8900.0%5,4700.3%FinanceVIGVanguard Dividend Appreciation ETF$1,031,547$410,230 ▼-28.5%5,2680.3%ETFCVXChevron$1,027,9300.0%7,0970.3%Oils/EnergyECLEcolab$1,007,342$12,888 ▲1.3%4,2990.3%Basic MaterialsCNICanadian National Railway$1,003,177$40,602 ▼-3.9%9,8830.3%TransportationUNPUnion Pacific$977,919$79,821 ▲8.9%4,2880.3%TransportationOMCOmnicom Group$977,272$13,767 ▼-1.4%11,3580.3%Business ServicesCTASCintas$973,791$1,827 ▲0.2%5,3300.3%Business ServicesGILDGilead Sciences$964,805$6,928 ▲0.7%10,4450.2%Medical2023 ETF SERIES TRUST II$963,800$295,627 ▲44.2%30,1470.2%GMO US QUALITY EMCOMoody's$959,995$8,521 ▼-0.9%2,0280.2%FinanceICEIntercontinental Exchange$952,9190.0%6,3950.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$943,173$514,932 ▲120.2%11,7500.2%ETFIWFiShares Russell 1000 Growth ETF$920,4710.0%2,2920.2%ETFWMWaste Management$918,1450.0%4,5500.2%Business ServicesMSAMSA Safety$895,1580.0%5,4000.2%Industrial ProductsMCKMcKesson$894,759$85,487 ▼-8.7%1,5700.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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