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 241 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zurn Water Solutions Corp Zws (ZWS) 12.0 $44M -10% 1.5M 29.41
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Apple (AAPL) 6.3 $24M 122k 192.53
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Microsoft Corporation (MSFT) 4.5 $17M 44k 376.04
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $8.5M +4% 18k 475.31
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Kla Corp Com New (KLAC) 1.7 $6.3M 11k 581.30
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Merck & Co (MRK) 1.7 $6.2M 57k 109.02
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.6 $6.0M 119k 50.23
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Accenture Plc Ireland Shs Class A (ACN) 1.5 $5.4M 15k 350.91
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UnitedHealth (UNH) 1.3 $5.0M 9.5k 526.49
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Alphabet Cap Stk Cl A (GOOGL) 1.3 $4.9M 35k 139.69
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Texas Instruments Incorporated (TXN) 1.2 $4.6M 27k 170.46
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JPMorgan Chase & Co. (JPM) 1.2 $4.5M 27k 170.10
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Nike CL B (NKE) 1.2 $4.4M 40k 108.57
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Illinois Tool Works (ITW) 1.1 $4.2M 16k 261.95
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Fastenal Company (FAST) 1.1 $4.2M 64k 64.77
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Pepsi (PEP) 1.1 $4.1M 24k 169.84
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Johnson & Johnson (JNJ) 1.1 $4.1M -5% 26k 156.74
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Travelers Companies (TRV) 1.1 $4.1M 21k 190.49
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Exxon Mobil Corporation (XOM) 1.1 $4.0M 40k 99.98
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Amazon (AMZN) 1.1 $3.9M +3% 26k 151.94
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.9M 11k 356.66
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Valero Energy Corporation (VLO) 1.0 $3.8M 29k 130.00
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Procter & Gamble Company (PG) 1.0 $3.7M 25k 146.54
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TJX Companies (TJX) 0.9 $3.4M 37k 93.81
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McDonald's Corporation (MCD) 0.9 $3.3M 11k 296.52
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Eaton Corp SHS (ETN) 0.8 $3.1M +2% 13k 240.82
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Oracle Corporation (ORCL) 0.8 $3.1M 29k 105.43
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SYSCO Corporation (SYY) 0.8 $3.1M 42k 73.13
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International Business Machines (IBM) 0.8 $3.0M 18k 163.55
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Cisco Systems (CSCO) 0.8 $3.0M 59k 50.52
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.8 $3.0M -14% 71k 41.93
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Automatic Data Processing (ADP) 0.8 $2.9M 12k 232.97
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BlackRock (BLK) 0.8 $2.9M 3.6k 811.80
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CVS Caremark Corporation (CVS) 0.8 $2.8M -3% 36k 78.96
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Wal-Mart Stores (WMT) 0.7 $2.7M 17k 157.65
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Analog Devices (ADI) 0.7 $2.7M 13k 198.56
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Enbridge (ENB) 0.7 $2.6M 73k 36.02
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Nextera Energy (NEE) 0.7 $2.6M -2% 43k 60.74
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Home Depot (HD) 0.7 $2.5M 7.3k 346.57
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Costco Wholesale Corporation (COST) 0.7 $2.5M +2% 3.8k 660.08
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Visa Com Cl A (V) 0.7 $2.5M 9.4k 260.34
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $2.3M -18% 26k 91.39
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $2.3M -13% 29k 77.37
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Corning Incorporated (GLW) 0.6 $2.2M -2% 73k 30.45
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Paychex (PAYX) 0.5 $2.0M 17k 119.11
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Mastercard Incorporated Cl A (MA) 0.5 $2.0M 4.7k 426.51
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Amgen (AMGN) 0.5 $1.9M 6.6k 288.02
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Lowe's Companies (LOW) 0.5 $1.8M 8.3k 222.55
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.8M -2% 17k 108.25
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Kroger (KR) 0.5 $1.8M -2% 40k 45.71
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Carlisle Companies (CSL) 0.5 $1.8M 5.7k 312.43
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Air Products & Chemicals (APD) 0.5 $1.7M -8% 6.4k 273.81
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Cardinal Health (CAH) 0.5 $1.7M 17k 100.80
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Amphenol Corp Cl A (APH) 0.5 $1.7M 17k 99.13
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 12k 140.93
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Abbvie (ABBV) 0.4 $1.6M 10k 154.97
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Broadcom (AVGO) 0.4 $1.6M +5% 1.4k 1116.25
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $1.5M -11% 16k 95.20
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.5M +5% 8.9k 170.41
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Chubb (CB) 0.4 $1.5M 6.7k 226.00
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Thor Industries (THO) 0.4 $1.4M +3% 12k 118.25
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Eli Lilly & Co. (LLY) 0.4 $1.4M +4% 2.3k 582.92
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Walt Disney Company (DIS) 0.4 $1.3M -2% 15k 90.29
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Linde SHS (LIN) 0.4 $1.3M +5% 3.2k 410.71
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Emerson Electric (EMR) 0.4 $1.3M 14k 97.33
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Canadian Natl Ry (CNI) 0.3 $1.3M 10k 125.62
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NVIDIA Corporation (NVDA) 0.3 $1.3M -3% 2.6k 495.22
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Humana (HUM) 0.3 $1.3M +2% 2.8k 457.81
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Thermo Fisher Scientific (TMO) 0.3 $1.3M -4% 2.4k 530.79
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Phillips 66 (PSX) 0.3 $1.3M 9.5k 133.14
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Ishares Tr Mbs Etf (MBB) 0.3 $1.3M -2% 13k 94.08
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Marriott Intl Cl A (MAR) 0.3 $1.3M 5.6k 225.51
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AFLAC Incorporated (AFL) 0.3 $1.2M +3% 15k 82.50
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3M Company (MMM) 0.3 $1.2M -6% 11k 109.32
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.2M -18% 12k 96.39
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.2M -19% 10k 117.13
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.1M -13% 14k 82.04
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Extra Space Storage (EXR) 0.3 $1.1M 7.1k 160.33
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Watsco, Incorporated (WSO) 0.3 $1.1M 2.6k 428.47
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Pfizer (PFE) 0.3 $1.1M -11% 39k 28.79
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Booking Holdings (BKNG) 0.3 $1.1M +7% 310.00 3547.22
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Adobe Systems Incorporated (ADBE) 0.3 $1.1M +2% 1.8k 596.60
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Bristol Myers Squibb (BMY) 0.3 $1.1M -4% 21k 51.31
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.1M 200.00 5426.26
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Ametek (AME) 0.3 $1.1M 6.5k 164.89
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Chevron Corporation (CVX) 0.3 $1.1M 7.1k 149.16
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Caterpillar (CAT) 0.3 $1.1M 3.6k 295.67
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Arthur J. Gallagher & Co. (AJG) 0.3 $1.1M 4.7k 224.88
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Meta Platforms Cl A (META) 0.3 $1.1M 3.0k 353.96
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $992k +19% 10k 98.88
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Union Pacific Corporation (UNP) 0.3 $982k +5% 4.0k 245.63
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PNC Financial Services (PNC) 0.3 $979k -3% 6.3k 154.85
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Ishares Tr Short Treas Bd (SHV) 0.3 $953k +6% 8.7k 110.13
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Ishares Gold Tr Ishares New (IAU) 0.3 $948k 24k 39.03
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Corteva (CTVA) 0.3 $944k 20k 47.92
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Cintas Corporation (CTAS) 0.3 $937k 1.6k 602.66
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Msa Safety Inc equity (MSA) 0.2 $912k 5.4k 168.83
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Gilead Sciences (GILD) 0.2 $902k +2% 11k 81.01
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Stryker Corporation (SYK) 0.2 $892k 3.0k 299.46
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Alexandria Real Estate Equities (ARE) 0.2 $880k 6.9k 126.77
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Intel Corporation (INTC) 0.2 $863k -14% 17k 50.25
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Us Bancorp Del Com New (USB) 0.2 $845k 20k 43.28
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Omni (OMC) 0.2 $839k +11% 9.7k 86.51
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Hologic (HOLX) 0.2 $836k 12k 71.45
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Intercontinental Exchange (ICE) 0.2 $821k 6.4k 128.43
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McKesson Corporation (MCK) 0.2 $817k 1.8k 462.98
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Waste Management (WM) 0.2 $815k 4.6k 179.10
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Prologis (PLD) 0.2 $807k 6.1k 133.30
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Expeditors International of Washington (EXPD) 0.2 $805k -6% 6.3k 127.20
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Dow (DOW) 0.2 $793k 15k 54.84
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Comcast Corp Cl A (CMCSA) 0.2 $779k 18k 43.85
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Ecolab (ECL) 0.2 $776k +4% 3.9k 198.35
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American Express Company (AXP) 0.2 $776k +4% 4.1k 187.34
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Anthem (ELV) 0.2 $762k 1.6k 471.56
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $752k -14% 4.8k 157.80
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J.B. Hunt Transport Services (JBHT) 0.2 $750k -6% 3.8k 199.74
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Imperial Oil Com New (IMO) 0.2 $687k +5% 12k 57.19
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Moody's Corporation (MCO) 0.2 $684k 1.8k 390.56
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Reliance Steel & Aluminum (RS) 0.2 $671k -10% 2.4k 279.68
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $667k -2% 2.2k 303.19
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Autodesk (ADSK) 0.2 $660k 2.7k 243.48
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $657k +2% 29k 23.08
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General Dynamics Corporation (GD) 0.2 $656k 2.5k 259.67
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Coca-Cola Company (KO) 0.2 $642k 11k 58.93
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Abbott Laboratories (ABT) 0.2 $640k 5.8k 110.07
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S&p Global (SPGI) 0.2 $636k 1.4k 440.52
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Sealed Air (SEE) 0.2 $617k 17k 36.52
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $609k 2.2k 277.09
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Ishares Tr Tips Bd Etf (TIP) 0.2 $569k -35% 5.3k 107.49
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L3harris Technologies (LHX) 0.2 $565k 2.7k 210.62
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Snap-on Incorporated (SNA) 0.2 $564k 2.0k 288.84
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Ufp Industries (UFPI) 0.1 $552k 4.4k 125.55
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Vulcan Materials Company (VMC) 0.1 $541k +60% 2.4k 227.01
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $517k 6.6k 78.03
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MetLife (MET) 0.1 $512k -23% 7.7k 66.13
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Teleflex Incorporated (TFX) 0.1 $499k 2.0k 249.34
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Target Corporation (TGT) 0.1 $493k 3.5k 142.42
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Ball Corporation (BALL) 0.1 $490k 8.5k 57.52
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M.D.C. Holdings (MDC) 0.1 $485k +9% 8.8k 55.25
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Lancaster Colony (LANC) 0.1 $477k 2.9k 166.39
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Honeywell International (HON) 0.1 $473k -2% 2.3k 209.71
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Baxter International (BAX) 0.1 $460k -23% 12k 38.66
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Digital Realty Trust (DLR) 0.1 $459k 3.4k 134.58
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Ishares Silver Tr Ishares (SLV) 0.1 $457k 21k 21.78
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Domino's Pizza (DPZ) 0.1 $457k 1.1k 412.34
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Northern Trust Corporation (NTRS) 0.1 $456k 5.4k 84.38
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $455k -5% 4.6k 99.25
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Applied Materials (AMAT) 0.1 $451k 2.8k 162.07
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ABM Industries (ABM) 0.1 $448k 10k 44.83
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Vanguard Index Fds Growth Etf (VUG) 0.1 $441k 1.4k 310.94
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Cigna Corp (CI) 0.1 $441k 1.5k 299.45
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Nxp Semiconductors N V (NXPI) 0.1 $429k +37% 1.9k 229.68
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D.R. Horton (DHI) 0.1 $424k 2.8k 151.98
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $421k -40% 37k 11.47
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Vanguard Index Fds Value Etf (VTV) 0.1 $415k -30% 2.8k 149.49
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Ishares Tr Select Divid Etf (DVY) 0.1 $409k 3.5k 117.22
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Colgate-Palmolive Company (CL) 0.1 $409k 5.1k 79.71
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $408k 8.5k 47.90
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ConocoPhillips (COP) 0.1 $400k 3.4k 116.07
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $396k 7.1k 56.14
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Intuitive Surgical Com New (ISRG) 0.1 $395k +5% 1.2k 337.36
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $394k -37% 5.5k 72.15
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $394k -19% 3.6k 108.26
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $387k NEW 5.0k 77.02
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $384k +16% 1.8k 213.39
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Interpublic Group of Companies (IPG) 0.1 $383k +5% 12k 32.64
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O'reilly Automotive (ORLY) 0.1 $383k 403.00 950.08
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Jabil Circuit (JBL) 0.1 $382k 3.0k 127.40
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Smucker J M Com New (SJM) 0.1 $378k -15% 3.0k 126.38
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $370k -14% 3.5k 105.24
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $355k -14% 4.4k 81.28
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Principal Financial (PFG) 0.1 $354k 4.5k 78.67
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Progressive Corporation (PGR) 0.1 $350k 2.2k 159.28
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Raytheon Technologies Corp (RTX) 0.1 $348k 4.1k 84.14
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Ensign (ENSG) 0.1 $346k +20% 3.1k 112.21
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $344k NEW 16k 21.18
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Huntington Bancshares Incorporated (HBAN) 0.1 $342k 27k 12.72
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Cdw (CDW) 0.1 $334k -6% 1.5k 227.32
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IDEXX Laboratories (IDXX) 0.1 $333k 600.00 555.05
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Paypal Holdings (PYPL) 0.1 $333k +7% 5.4k 61.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $332k 8.1k 41.10
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Kimberly-Clark Corporation (KMB) 0.1 $330k 2.7k 121.51
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Marathon Petroleum Corp (MPC) 0.1 $326k 2.2k 148.36
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M&T Bank Corporation (MTB) 0.1 $326k -4% 2.4k 137.08
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Zoetis Cl A (ZTS) 0.1 $316k 1.6k 197.37
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Msc Indl Direct Cl A (MSM) 0.1 $314k 3.1k 101.26
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $312k 761.00 409.59
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Allstate Corporation (ALL) 0.1 $309k 2.2k 139.98
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $307k NEW 5.2k 59.32
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Erie Indty Cl A (ERIE) 0.1 $301k 900.00 334.92
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Bath &#38 Body Works In (BBWI) 0.1 $301k 7.0k 43.16
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General Mills (GIS) 0.1 $298k -9% 4.6k 65.14
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Aon Shs Cl A (AON) 0.1 $297k 1.0k 291.02
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $293k -29% 2.6k 111.63
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Diodes Incorporated (DIOD) 0.1 $284k -21% 3.5k 80.52
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $280k NEW 3.7k 76.38
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Equity Residential Sh Ben Int (EQR) 0.1 $280k 4.6k 61.16
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Dover Corporation (DOV) 0.1 $278k 1.8k 153.81
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Shell Spon Ads (SHEL) 0.1 $274k 4.2k 65.79
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Wabtec Corporation (WAB) 0.1 $271k 2.1k 126.90
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Oxford Industries (OXM) 0.1 $270k -21% 2.7k 100.00
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Advanced Micro Devices (AMD) 0.1 $269k -9% 1.8k 147.41
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Bank of America Corporation (BAC) 0.1 $269k 8.0k 33.67
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Unum (UNM) 0.1 $268k 5.9k 45.22
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $265k NEW 4.1k 65.06
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Archer Daniels Midland Company (ADM) 0.1 $261k -16% 3.6k 72.22
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $261k 2.1k 124.97
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Mondelez Intl Cl A (MDLZ) 0.1 $261k +7% 3.6k 72.42
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $258k 2.3k 110.66
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Franklin Electric (FELE) 0.1 $257k -10% 2.7k 96.65
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Flowers Foods (FLO) 0.1 $251k -36% 11k 22.51
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Skyworks Solutions (SWKS) 0.1 $249k 2.2k 112.42
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Norfolk Southern (NSC) 0.1 $248k 1.1k 236.38
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Stmicroelectronics N V Ny Registry (STM) 0.1 $243k -25% 4.8k 50.13
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $242k 2.3k 104.46
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PPG Industries (PPG) 0.1 $239k 1.6k 149.55
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Cooper Cos Com New 0.1 $238k -13% 630.00 378.44
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $238k NEW 2.9k 81.10
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American Tower Reit (AMT) 0.1 $236k -27% 1.1k 215.88
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CSX Corporation (CSX) 0.1 $232k 6.7k 34.67
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Mettler-Toledo International (MTD) 0.1 $222k -21% 183.00 1212.96
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $222k NEW 437.00 507.38
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Tc Energy Corp (TRP) 0.1 $221k -16% 5.7k 39.09
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America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $220k 12k 18.52
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Trane Technologies SHS (TT) 0.1 $220k NEW 900.00 243.90
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Nice Sponsored Adr (NICE) 0.1 $220k NEW 1.1k 199.51
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A. O. Smith Corporation (AOS) 0.1 $218k NEW 2.6k 82.43
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Ishares Tr New York Mun Etf (NYF) 0.1 $216k NEW 4.0k 54.09
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Clorox Company (CLX) 0.1 $214k NEW 1.5k 142.59
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Micron Technology (MU) 0.1 $213k NEW 2.5k 85.34
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $213k -5% 6.8k 31.19
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Genuine Parts Company (GPC) 0.1 $212k +2% 1.5k 138.50
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Medtronic SHS (MDT) 0.1 $210k NEW 2.5k 82.38
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NewMarket Corporation (NEU) 0.1 $210k NEW 384.00 545.83
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eBay (EBAY) 0.1 $210k -30% 4.8k 43.62
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NetApp (NTAP) 0.1 $209k NEW 2.4k 88.16
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Crown Castle Intl (CCI) 0.1 $208k NEW 1.8k 115.19
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FactSet Research Systems (FDS) 0.1 $208k NEW 435.00 477.05
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BorgWarner (BWA) 0.1 $201k 5.6k 35.85
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Verizon Communications (VZ) 0.1 $201k NEW 5.3k 37.70
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At&t (T) 0.0 $174k 10k 16.78
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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