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 240 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.0 $26M +9% 129k 205.17
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Zurn Water Solutions Corp Zws (ZWS) 5.7 $25M 688k 36.57
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Microsoft Corporation (MSFT) 5.4 $24M +7% 48k 497.41
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $11M 18k 617.85
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Kla Corp Com New (KLAC) 2.2 $9.7M 11k 895.74
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Alphabet Cap Stk Cl A (GOOGL) 1.8 $7.9M +28% 45k 176.23
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JPMorgan Chase & Co. (JPM) 1.8 $7.8M 27k 289.91
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $7.5M 149k 50.68
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Costco Wholesale Corporation (COST) 1.7 $7.5M +58% 7.6k 989.95
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International Business Machines (IBM) 1.6 $7.1M +18% 24k 294.78
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Oracle Corporation (ORCL) 1.6 $7.0M 32k 218.63
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Amazon (AMZN) 1.5 $6.5M +18% 30k 219.39
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Accenture Plc Ireland Shs Class A (ACN) 1.5 $6.4M +25% 22k 298.89
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $6.0M +14% 12k 485.77
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Applied Materials (AMAT) 1.3 $5.7M +391% 31k 183.07
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Travelers Companies (TRV) 1.3 $5.6M 21k 267.54
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Blackrock (BLK) 1.3 $5.5M +22% 5.3k 1049.28
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Fastenal Company (FAST) 1.2 $5.4M +100% 128k 42.00
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Texas Instruments Incorporated (TXN) 1.2 $5.2M -6% 25k 207.62
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Wal-Mart Stores (WMT) 1.1 $5.0M 52k 97.78
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TJX Companies (TJX) 1.1 $4.7M +19% 38k 123.49
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Merck & Co (MRK) 1.0 $4.5M -2% 56k 79.16
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Procter & Gamble Company (PG) 1.0 $4.3M 27k 159.32
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Visa Com Cl A (V) 1.0 $4.3M +74% 12k 355.04
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Exxon Mobil Corporation (XOM) 1.0 $4.3M 40k 107.80
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NVIDIA Corporation (NVDA) 1.0 $4.3M +3% 27k 157.99
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Eaton Corp SHS (ETN) 0.9 $4.2M -7% 12k 356.99
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Cisco Systems (CSCO) 0.9 $4.1M 59k 69.38
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Illinois Tool Works (ITW) 0.9 $3.9M 16k 247.26
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Home Depot (HD) 0.9 $3.9M +45% 11k 366.64
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Mastercard Incorporated Cl A (MA) 0.8 $3.7M +76% 6.6k 561.94
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Johnson & Johnson (JNJ) 0.8 $3.6M 23k 152.75
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McDonald's Corporation (MCD) 0.8 $3.6M +6% 12k 292.17
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Enbridge (ENB) 0.8 $3.5M +3% 78k 45.32
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Amphenol Corp Cl A (APH) 0.8 $3.5M +20% 35k 98.75
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Analog Devices (ADI) 0.8 $3.5M -7% 15k 238.02
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UnitedHealth (UNH) 0.8 $3.4M 11k 311.97
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Corning Incorporated (GLW) 0.8 $3.3M 64k 52.59
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Valero Energy Corporation (VLO) 0.8 $3.3M -8% 25k 134.42
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Stryker Corporation (SYK) 0.7 $3.2M +144% 8.1k 395.63
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Pepsi (PEP) 0.7 $3.2M 24k 132.04
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.7 $3.2M +28% 35k 91.73
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SYSCO Corporation (SYY) 0.7 $3.1M 42k 75.74
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Automatic Data Processing (ADP) 0.7 $3.1M 10k 308.40
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Kroger (KR) 0.7 $3.0M 42k 71.73
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Nextera Energy (NEE) 0.7 $3.0M 43k 69.42
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Broadcom (AVGO) 0.6 $2.8M -9% 10k 275.65
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Booking Holdings (BKNG) 0.6 $2.7M +60% 464.00 5789.24
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Meta Platforms Cl A (META) 0.6 $2.7M +3% 3.6k 738.10
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $2.6M +2% 33k 79.50
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.6 $2.6M 63k 41.59
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Nike CL B (NKE) 0.6 $2.5M 35k 71.04
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CVS Caremark Corporation (CVS) 0.5 $2.3M 33k 68.98
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Paychex (PAYX) 0.5 $2.3M +2% 16k 145.46
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Carlisle Companies (CSL) 0.5 $2.1M 5.7k 373.40
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Alphabet Cap Stk Cl C (GOOG) 0.5 $2.1M 12k 177.39
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Pimco Etf Tr Multisector Bd (PYLD) 0.5 $2.0M +6% 77k 26.54
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Ameriprise Financial (AMP) 0.4 $2.0M +130% 3.7k 533.76
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Lowe's Companies (LOW) 0.4 $2.0M 8.8k 221.87
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Chubb (CB) 0.4 $2.0M 6.8k 289.72
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Motorola Solutions Com New (MSI) 0.4 $1.9M +455% 4.5k 420.46
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Walt Disney Company (DIS) 0.4 $1.8M 15k 124.01
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Amgen (AMGN) 0.4 $1.8M 6.5k 279.22
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Abbvie (ABBV) 0.4 $1.8M 9.7k 185.62
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Emerson Electric (EMR) 0.4 $1.7M 13k 133.33
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Ishares Tr Short Treas Bd (SHV) 0.4 $1.7M -4% 15k 110.42
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3M Company (MMM) 0.4 $1.6M -4% 11k 152.24
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Linde SHS (LIN) 0.4 $1.6M 3.3k 469.18
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FactSet Research Systems (FDS) 0.4 $1.5M +139% 3.5k 447.29
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Gilead Sciences (GILD) 0.3 $1.5M +29% 14k 110.87
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Extra Space Storage (EXR) 0.3 $1.5M +10% 10k 147.43
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.5M -12% 14k 109.29
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Ishares Gold Tr Ishares New (IAU) 0.3 $1.5M 24k 62.36
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Corteva (CTVA) 0.3 $1.5M 20k 74.53
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Marriott Intl Cl A (MAR) 0.3 $1.5M 5.4k 273.21
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.5M 2.00 728800.00
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Eli Lilly & Co. (LLY) 0.3 $1.5M -7% 1.9k 779.53
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American Express Company (AXP) 0.3 $1.3M -3% 4.2k 318.97
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Watsco, Incorporated (WSO) 0.3 $1.3M 3.0k 441.69
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Spdr Series Trust Comp Software (XSW) 0.3 $1.3M 6.7k 189.82
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.3M 15k 82.86
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.2M 13k 95.77
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.2M 10k 119.09
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Ishares Tr Mbs Etf (MBB) 0.3 $1.2M 13k 93.89
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Intercontinental Exchange (ICE) 0.3 $1.2M 6.4k 183.47
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Williams Companies (WMB) 0.3 $1.2M +58% 19k 62.81
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McKesson Corporation (MCK) 0.3 $1.2M 1.6k 732.78
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Ametek (AME) 0.3 $1.1M 6.3k 180.96
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Tyler Technologies (TYL) 0.3 $1.1M NEW 1.9k 592.84
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Ensign (ENSG) 0.3 $1.1M +44% 7.3k 154.26
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Sony Group Corp Sponsored Adr (SONY) 0.3 $1.1M NEW 43k 26.03
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Caterpillar (CAT) 0.3 $1.1M -14% 2.9k 388.21
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Chevron Corporation (CVX) 0.2 $1.1M 7.6k 143.19
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Servicenow (NOW) 0.2 $1.1M NEW 1.1k 1028.08
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Moody's Corporation (MCO) 0.2 $1.1M 2.1k 501.59
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Veeva Sys Cl A Com (VEEV) 0.2 $1.1M NEW 3.7k 287.98
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2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.2 $1.1M +2% 31k 34.26
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Waste Management (WM) 0.2 $1.0M 4.6k 228.82
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Canadian Natl Ry (CNI) 0.2 $1.0M 9.9k 104.04
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PNC Financial Services (PNC) 0.2 $1.0M 5.5k 186.42
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.0M -3% 5.0k 204.67
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $997k 12k 82.92
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Abbott Laboratories (ABT) 0.2 $995k +23% 7.3k 136.01
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Phillips 66 (PSX) 0.2 $967k -17% 8.1k 119.30
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Imperial Oil Com New (IMO) 0.2 $935k 12k 79.48
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $910k 2.1k 424.67
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Msa Safety Inc equity (MSA) 0.2 $905k 5.4k 167.53
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Bristol Myers Squibb (BMY) 0.2 $904k 20k 46.29
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Cintas Corporation (CTAS) 0.2 $899k -3% 4.0k 222.87
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J P Morgan Exchange Traded F Mortgage Backed (JMTG) 0.2 $871k NEW 17k 50.19
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Lancaster Colony (MZTI) 0.2 $858k 5.0k 172.77
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Pfizer (PFE) 0.2 $854k +6% 35k 24.24
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Coca-Cola Company (KO) 0.2 $843k 12k 70.75
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Intuitive Surgical Com New (ISRG) 0.2 $838k +3% 1.5k 543.41
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Autodesk (ADSK) 0.2 $813k +2% 2.6k 309.57
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L3harris Technologies (LHX) 0.2 $812k +2% 3.2k 250.84
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $808k +3% 4.4k 181.74
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Prestige Brands Holdings (PBH) 0.2 $807k NEW 10k 79.85
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Wabtec Corporation (WAB) 0.2 $799k 3.8k 209.36
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $798k -3% 33k 24.45
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Ishares Silver Tr Ishares (SLV) 0.2 $794k +9% 24k 32.81
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Ingredion Incorporated (INGR) 0.2 $794k +205% 5.9k 135.62
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Thermo Fisher Scientific (TMO) 0.2 $790k -8% 1.9k 405.46
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $786k -3% 8.9k 88.25
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S&p Global (SPGI) 0.2 $771k +3% 1.5k 527.29
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Omni (OMC) 0.2 $763k -5% 11k 71.94
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Vulcan Materials Company (VMC) 0.2 $713k -4% 2.7k 260.83
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $711k +10% 8.5k 83.74
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Union Pacific Corporation (UNP) 0.2 $708k -17% 3.1k 230.08
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Reliance Steel & Aluminum (RS) 0.2 $700k 2.2k 313.90
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Northern Trust Corporation (NTRS) 0.2 $685k 5.4k 126.79
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $683k 11k 62.02
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Snap-on Incorporated (SNA) 0.2 $682k +7% 2.2k 311.24
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Thor Industries (THO) 0.1 $636k -4% 7.2k 88.81
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $629k 6.7k 93.87
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $616k -23% 2.7k 226.49
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $602k -11% 6.0k 100.70
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Blackstone Group Inc Com Cl A (BX) 0.1 $599k +56% 4.0k 149.58
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $599k 8.9k 67.22
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AFLAC Incorporated (AFL) 0.1 $596k -4% 5.7k 105.46
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Raytheon Technologies Corp (RTX) 0.1 $596k 4.1k 146.02
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Digital Realty Trust (DLR) 0.1 $594k 3.4k 174.33
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Progressive Corporation (PGR) 0.1 $587k 2.2k 266.86
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Comcast Corp Cl A (CMCSA) 0.1 $586k 16k 35.69
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Prologis (PLD) 0.1 $579k 5.5k 105.12
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salesforce (CRM) 0.1 $567k +10% 2.1k 272.69
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $566k +8% 5.5k 102.91
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Vanguard Index Fds Growth Etf (VUG) 0.1 $565k 1.3k 438.44
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MetLife (MET) 0.1 $532k 6.6k 80.42
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $522k 11k 49.46
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Ecolab (ECL) 0.1 $514k -28% 1.9k 269.44
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Cigna Corp (CI) 0.1 $503k 1.5k 330.58
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $502k 4.6k 109.61
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Colgate-Palmolive Company (CL) 0.1 $500k 5.5k 90.90
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Domino's Pizza (DPZ) 0.1 $500k 1.1k 450.72
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Unum (UNM) 0.1 $495k -2% 6.1k 80.76
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $486k 4.9k 99.20
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $482k 8.5k 57.01
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $478k 3.5k 135.05
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ABM Industries (ABM) 0.1 $472k 10k 47.21
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Ishares Tr Select Divid Etf (DVY) 0.1 $464k 3.5k 132.81
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Ishares Tr Tips Bd Etf (TIP) 0.1 $461k 4.2k 110.04
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Allstate Corporation (ALL) 0.1 $460k 2.3k 201.31
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Ball Corporation (BALL) 0.1 $456k 8.1k 56.09
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Huntington Bancshares Incorporated (HBAN) 0.1 $450k 27k 16.76
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Adobe Systems Incorporated (ADBE) 0.1 $447k +4% 1.2k 386.88
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Air Products & Chemicals (APD) 0.1 $443k 1.6k 282.15
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Nxp Semiconductors N V (NXPI) 0.1 $441k 2.0k 218.49
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Alexandria Real Estate Equities (ARE) 0.1 $432k 5.9k 72.63
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Vanguard Index Fds Value Etf (VTV) 0.1 $431k 2.4k 176.75
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NetApp (NTAP) 0.1 $430k +4% 4.0k 106.55
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $428k +36% 1.8k 237.04
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Anthem (ELV) 0.1 $426k 1.1k 388.96
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Honeywell International (HON) 0.1 $425k 1.8k 232.88
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Hologic (HOLX) 0.1 $424k 6.5k 65.16
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $420k 761.00 551.74
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Arthur J. Gallagher & Co. (AJG) 0.1 $416k 1.3k 320.12
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Casey's General Stores (CASY) 0.1 $416k +44% 815.00 510.27
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Janus Henderson Group Ord Shs (JHG) 0.1 $414k +2% 11k 38.84
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $413k 20k 20.92
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Capital One Financial (COF) 0.1 $405k NEW 1.9k 212.76
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Trane Technologies SHS (TT) 0.1 $394k 900.00 437.41
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Bank of America Corporation (BAC) 0.1 $392k 8.3k 47.32
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $390k +16% 487.00 801.39
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Paypal Holdings (PYPL) 0.1 $388k 5.2k 74.32
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $384k -3% 4.9k 78.70
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Cardinal Health (CAH) 0.1 $375k 2.2k 168.00
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Kimberly-Clark Corporation (KMB) 0.1 $374k 2.9k 128.92
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $373k 3.7k 101.60
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Marathon Petroleum Corp (MPC) 0.1 $365k 2.2k 166.11
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $364k 3.8k 95.32
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Jabil Circuit (JBL) 0.1 $349k 1.6k 218.10
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Dover Corporation (DOV) 0.1 $331k 1.8k 183.23
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Intuit (INTU) 0.1 $330k 419.00 787.63
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Netflix (NFLX) 0.1 $328k +6% 245.00 1339.13
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IDEXX Laboratories (IDXX) 0.1 $322k 600.00 536.34
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $321k 2.3k 138.66
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Dow (DOW) 0.1 $320k 12k 26.48
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $320k -9% 10k 30.68
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O'reilly Automotive (ORLY) 0.1 $316k +1400% 3.5k 90.13
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $316k +3% 2.4k 133.31
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Caci Intl Cl A (CACI) 0.1 $313k 657.00 476.70
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $310k 5.2k 59.81
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ConocoPhillips (COP) 0.1 $309k 3.4k 89.74
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $302k 3.5k 87.22
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Shell Spon Ads (SHEL) 0.1 $293k 4.2k 70.40
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eBay (EBAY) 0.1 $293k 3.9k 74.46
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Caretrust Reit (CTRE) 0.1 $285k +4% 9.3k 30.60
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $284k 3.7k 77.34
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Spdr Series Trust S&p Divid Etf (SDY) 0.1 $283k 2.1k 135.73
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Constellation Energy (CEG) 0.1 $280k NEW 866.00 322.76
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Parker-Hannifin Corporation (PH) 0.1 $279k 400.00 698.47
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Ross Stores (ROST) 0.1 $265k +11% 2.1k 127.58
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Waters Corporation (WAT) 0.1 $263k 753.00 349.04
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MercadoLibre (MELI) 0.1 $261k NEW 100.00 2613.63
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New Jersey Resources Corporation (NJR) 0.1 $261k -2% 5.8k 44.82
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Interpublic Group of Companies (IPG) 0.1 $258k 11k 24.48
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Hp (HPQ) 0.1 $251k 10k 24.46
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Baxter International (BAX) 0.1 $248k 8.2k 30.28
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Darden Restaurants (DRI) 0.1 $245k +12% 1.1k 217.97
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Kinder Morgan (KMI) 0.1 $244k 8.3k 29.40
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $240k 22k 11.13
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Teleflex Incorporated (TFX) 0.1 $237k 2.0k 118.36
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Packaging Corporation of America (PKG) 0.1 $236k NEW 1.3k 188.45
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American Tower Reit (AMT) 0.1 $230k NEW 1.0k 221.02
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Verizon Communications (VZ) 0.1 $225k 5.2k 43.27
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Zoetis Cl A (ZTS) 0.1 $222k -2% 1.4k 155.95
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $222k 357.00 620.90
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SEI Investments Company (SEIC) 0.0 $218k NEW 2.4k 89.86
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Wells Fargo & Company (WFC) 0.0 $218k NEW 2.7k 80.12
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Norfolk Southern (NSC) 0.0 $218k -19% 850.00 255.97
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National Storage Affiliates Com Shs Ben In (NSA) 0.0 $216k -15% 6.7k 31.99
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Quest Diagnostics Incorporated (DGX) 0.0 $216k 1.2k 179.63
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America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $213k 12k 17.94
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Medtronic SHS (MDT) 0.0 $209k 2.4k 87.17
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Ishares Tr New York Mun Etf (NYF) 0.0 $209k 4.0k 52.14
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Enterprise Products Partners (EPD) 0.0 $208k 6.7k 31.01
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Deere & Company (DE) 0.0 $203k NEW 400.00 508.49
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At&t (T) 0.0 $203k NEW 7.0k 28.94
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U S Global Invs Cl A (GROW) 0.0 $96k NEW 37k 2.58
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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

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