J. W. Coons Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for J. W. Coons Advisors

J. W. Coons Advisors holds 236 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zurn Water Solutions Corp Zws (ZWS) 9.6 $34M 1.6M 21.36
 View chart
Apple (AAPL) 6.0 $21M 127k 164.90
 View chart
Microsoft Corporation (MSFT) 3.6 $12M 43k 288.30
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $8.4M 20k 409.39
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.8 $6.3M 126k 50.32
 View chart
Merck & Co (MRK) 1.8 $6.3M -2% 60k 106.39
 View chart
Texas Instruments Incorporated (TXN) 1.6 $5.5M 29k 186.01
 View chart
Nike CL B (NKE) 1.5 $5.3M 44k 122.64
 View chart
Pepsi (PEP) 1.4 $4.8M 26k 182.30
 View chart
UnitedHealth (UNH) 1.3 $4.6M 9.8k 472.58
 View chart
Accenture Plc Ireland Shs Class A (ACN) 1.3 $4.6M 16k 285.82
 View chart
Johnson & Johnson (JNJ) 1.3 $4.6M -2% 30k 155.00
 View chart
Exxon Mobil Corporation (XOM) 1.3 $4.6M 42k 109.66
 View chart
Kla Corp Com New (KLAC) 1.3 $4.4M 11k 399.17
 View chart

Setup an alert

J. W. Coons Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Illinois Tool Works (ITW) 1.3 $4.4M 18k 243.45
 View chart
Valero Energy Corporation (VLO) 1.2 $4.0M +3% 29k 139.60
 View chart
Automatic Data Processing (ADP) 1.1 $3.9M +3% 17k 222.63
 View chart
Travelers Companies (TRV) 1.1 $3.9M 23k 171.41
 View chart
Procter & Gamble Company (PG) 1.1 $3.7M 25k 148.69
 View chart
Cisco Systems (CSCO) 1.1 $3.7M 71k 52.28
 View chart
JPMorgan Chase & Co. (JPM) 1.1 $3.7M 28k 130.31
 View chart
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.0 $3.6M -16% 88k 41.46
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.0 $3.6M 35k 103.73
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.0 $3.6M +39% 39k 91.82
 View chart
Nextera Energy (NEE) 1.0 $3.5M 46k 77.08
 View chart
Fastenal Company (FAST) 1.0 $3.5M 65k 53.94
 View chart
SYSCO Corporation (SYY) 1.0 $3.4M 44k 77.23
 View chart
McDonald's Corporation (MCD) 1.0 $3.3M 12k 279.60
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $3.3M 11k 308.77
 View chart
CVS Caremark Corporation (CVS) 0.9 $3.2M 43k 74.31
 View chart
Oracle Corporation (ORCL) 0.9 $3.1M 33k 92.92
 View chart
TJX Companies (TJX) 0.8 $2.9M +4% 37k 78.36
 View chart
Enbridge (ENB) 0.8 $2.9M 75k 38.15
 View chart
Paychex (PAYX) 0.8 $2.8M 25k 114.59
 View chart
International Business Machines (IBM) 0.8 $2.7M 21k 131.09
 View chart
Wal-Mart Stores (WMT) 0.8 $2.6M 18k 147.45
 View chart
Corning Incorporated (GLW) 0.8 $2.6M 74k 35.28
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $2.6M -4% 34k 76.23
 View chart
Amazon (AMZN) 0.7 $2.5M +6% 24k 103.29
 View chart
BlackRock (BLK) 0.7 $2.4M 3.6k 669.12
 View chart
S&p Global (SPGI) 0.6 $2.3M 6.6k 344.77
 View chart
Home Depot (HD) 0.6 $2.2M +10% 7.4k 295.14
 View chart
Air Products & Chemicals (APD) 0.6 $2.2M -3% 7.6k 287.21
 View chart
Eaton Corp SHS (ETN) 0.6 $2.1M 13k 171.34
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $2.1M -3% 23k 91.24
 View chart
Kroger (KR) 0.6 $2.1M 42k 49.37
 View chart
Pfizer (PFE) 0.6 $1.9M 48k 40.80
 View chart
Abbvie (ABBV) 0.5 $1.9M -19% 12k 159.37
 View chart
Walt Disney Company (DIS) 0.5 $1.9M 19k 100.13
 View chart
Analog Devices (ADI) 0.5 $1.8M 9.3k 197.22
 View chart
Amgen (AMGN) 0.5 $1.8M +6% 7.5k 241.75
 View chart
Costco Wholesale Corporation (COST) 0.5 $1.8M 3.5k 496.87
 View chart
Lowe's Companies (LOW) 0.5 $1.7M 8.4k 199.97
 View chart
Bristol Myers Squibb (BMY) 0.5 $1.6M 23k 69.31
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.6M +4% 17k 96.70
 View chart
Thermo Fisher Scientific (TMO) 0.4 $1.5M +4% 2.6k 576.37
 View chart
Chubb (CB) 0.4 $1.5M 7.7k 194.18
 View chart
3M Company (MMM) 0.4 $1.5M -16% 14k 105.11
 View chart
Intel Corporation (INTC) 0.4 $1.4M -3% 44k 32.67
 View chart
Amphenol Corp Cl A (APH) 0.4 $1.4M +57% 17k 81.72
 View chart
Visa Com Cl A (V) 0.4 $1.4M +3% 6.3k 225.45
 View chart
Ishares Tr Mbs Etf (MBB) 0.4 $1.4M 15k 94.73
 View chart
General Dynamics Corporation (GD) 0.4 $1.4M +6% 6.1k 228.21
 View chart
Emerson Electric (EMR) 0.4 $1.3M 15k 87.14
 View chart
Cardinal Health (CAH) 0.4 $1.3M +5% 17k 75.50
 View chart
Canadian Natl Ry (CNI) 0.4 $1.3M 11k 117.97
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.3M 13k 99.12
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $1.3M +4% 11k 117.65
 View chart
Carlisle Companies (CSL) 0.4 $1.3M 5.7k 226.07
 View chart
Humana (HUM) 0.4 $1.3M +15% 2.6k 485.46
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.3M 15k 82.16
 View chart
Corteva (CTVA) 0.4 $1.2M 20k 60.31
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 12k 104.00
 View chart
Chevron Corporation (CVX) 0.3 $1.2M 7.1k 163.16
 View chart
Linde SHS 0.3 $1.2M NEW 3.2k 355.44
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 7.5k 154.00
 View chart
Phillips 66 (PSX) 0.3 $1.1M +3% 11k 101.38
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 3.0k 363.41
 View chart
Meta Platforms Cl A (META) 0.3 $1.1M -2% 5.1k 211.94
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.0M 9.5k 110.25
 View chart
Ametek (AME) 0.3 $1.0M 6.9k 145.33
 View chart
Ishares Tr Short Treas Bd (SHV) 0.3 $992k -2% 9.0k 110.50
 View chart
AFLAC Incorporated (AFL) 0.3 $986k 15k 64.52
 View chart
Hologic (HOLX) 0.3 $985k 12k 80.70
 View chart
Marriott Intl Cl A (MAR) 0.3 $976k -6% 5.9k 166.04
 View chart
PNC Financial Services (PNC) 0.3 $955k 7.5k 127.10
 View chart
Ishares Gold Tr Ishares New (IAU) 0.3 $927k 25k 37.37
 View chart
Dow (DOW) 0.3 $920k +5% 17k 54.82
 View chart
Thor Industries (THO) 0.3 $911k +14% 11k 79.64
 View chart
Gilead Sciences (GILD) 0.3 $894k +4% 11k 82.97
 View chart
Arthur J. Gallagher & Co. (AJG) 0.3 $884k 4.6k 191.31
 View chart
Alexandria Real Estate Equities (ARE) 0.3 $872k 6.9k 125.59
 View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $835k 73k 11.48
 View chart
Booking Holdings (BKNG) 0.2 $833k -3% 314.00 2652.41
 View chart
Caterpillar (CAT) 0.2 $831k 3.6k 228.84
 View chart
Watsco, Incorporated (WSO) 0.2 $824k +9% 2.6k 318.16
 View chart
NVIDIA Corporation (NVDA) 0.2 $815k -4% 2.9k 277.77
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $814k +10% 5.6k 144.62
 View chart
Omni (OMC) 0.2 $814k +21% 8.6k 94.34
 View chart
Stryker Corporation (SYK) 0.2 $812k NEW 2.8k 285.47
 View chart
Broadcom (AVGO) 0.2 $808k +2% 1.3k 641.54
 View chart
Cintas Corporation (CTAS) 0.2 $803k +11% 1.7k 462.68
 View chart
Lauder Estee Cos Cl A (EL) 0.2 $779k NEW 3.2k 246.47
 View chart
Sealed Air (SEE) 0.2 $776k 17k 45.91
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $773k 7.3k 106.37
 View chart
Union Pacific Corporation (UNP) 0.2 $769k -2% 3.8k 201.27
 View chart
J.B. Hunt Transport Services (JBHT) 0.2 $763k +51% 4.4k 175.46
 View chart
Eli Lilly & Co. (LLY) 0.2 $760k -7% 2.2k 343.42
 View chart
Prologis (PLD) 0.2 $756k 6.1k 124.77
 View chart
Waste Management (WM) 0.2 $742k 4.6k 163.17
 View chart
Us Bancorp Del Com New (USB) 0.2 $740k 21k 36.05
 View chart
Msa Safety Inc equity (MSA) 0.2 $721k 5.4k 133.50
 View chart
Anthem (ELV) 0.2 $720k +6% 1.6k 459.81
 View chart
Reliance Steel & Aluminum (RS) 0.2 $715k -52% 2.8k 256.74
 View chart
Coca-Cola Company (KO) 0.2 $711k 12k 62.03
 View chart
Baxter International (BAX) 0.2 $710k -4% 18k 40.56
 View chart
M&T Bank Corporation (MTB) 0.2 $708k +11% 5.9k 119.57
 View chart
Comcast Corp Cl A (CMCSA) 0.2 $689k -2% 18k 37.91
 View chart
Cincinnati Financial Corporation (CINF) 0.2 $678k 6.1k 112.08
 View chart
Intercontinental Exchange (ICE) 0.2 $667k 6.4k 104.29
 View chart
Imperial Oil Com New (IMO) 0.2 $664k 13k 50.81
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $656k -2% 4.7k 138.11
 View chart
Abbott Laboratories (ABT) 0.2 $655k -3% 6.5k 101.26
 View chart
McKesson Corporation (MCK) 0.2 $637k -31% 1.8k 356.05
 View chart
Ball Corporation (BALL) 0.2 $624k -5% 11k 55.11
 View chart
American Express Company (AXP) 0.2 $621k 3.8k 164.95
 View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $613k 28k 22.15
 View chart
Life Storage Inc reit (LSI) 0.2 $608k -3% 4.6k 131.09
 View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $600k -22% 8.9k 67.07
 View chart
Smucker J M Com New (SJM) 0.2 $592k +17% 3.8k 157.37
 View chart
Lancaster Colony (LANC) 0.2 $582k 2.9k 202.88
 View chart
Target Corporation (TGT) 0.2 $581k -3% 3.5k 165.63
 View chart
Expeditors International of Washington (EXPD) 0.2 $566k 5.1k 110.12
 View chart
Autodesk (ADSK) 0.2 $565k 2.7k 208.16
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $564k -12% 2.3k 244.34
 View chart
Archer Daniels Midland Company (ADM) 0.2 $551k -27% 6.9k 79.66
 View chart
MetLife (MET) 0.2 $550k +38% 9.5k 57.94
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $549k 2.2k 250.16
 View chart
L3harris Technologies (LHX) 0.2 $536k -24% 2.7k 196.24
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $508k 7.0k 72.74
 View chart
Teleflex Incorporated (TFX) 0.1 $507k 2.0k 253.31
 View chart
FactSet Research Systems (FDS) 0.1 $492k 1.2k 415.09
 View chart
Flowers Foods (FLO) 0.1 $489k +16% 18k 27.41
 View chart
Colgate-Palmolive Company (CL) 0.1 $483k 6.4k 75.15
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $479k 4.8k 99.64
 View chart
Northern Trust Corporation (NTRS) 0.1 $476k 5.4k 88.13
 View chart
Snap-on Incorporated (SNA) 0.1 $469k +2% 1.9k 246.89
 View chart
Ishares Silver Tr Ishares (SLV) 0.1 $465k 21k 22.12
 View chart
Extra Space Storage (EXR) 0.1 $452k 2.8k 162.93
 View chart
ABM Industries (ABM) 0.1 $449k 10k 44.94
 View chart
eBay (EBAY) 0.1 $442k 10k 44.37
 View chart
Diodes Incorporated (DIOD) 0.1 $441k +5% 4.8k 92.76
 View chart
Honeywell International (HON) 0.1 $441k 2.3k 191.12
 View chart
General Mills (GIS) 0.1 $438k +23% 5.1k 85.46
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $432k 3.2k 134.22
 View chart
Cdw (CDW) 0.1 $425k 2.2k 194.89
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $419k 9.3k 45.17
 View chart
Paypal Holdings (PYPL) 0.1 $413k 5.4k 75.94
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $409k 3.5k 117.18
 View chart
Raytheon Technologies Corp (RTX) 0.1 $406k +5% 4.1k 97.93
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $402k 1.0k 385.37
 View chart
Moody's Corporation (MCO) 0.1 $398k 1.3k 306.02
 View chart
Marathon Petroleum Corp (MPC) 0.1 $391k 2.9k 134.83
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $390k 4.3k 90.55
 View chart
Mettler-Toledo International (MTD) 0.1 $389k +2% 254.00 1530.21
 View chart
Digital Realty Trust (DLR) 0.1 $384k 3.9k 98.31
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $383k -3% 4.8k 80.22
 View chart
Cigna Corp (CI) 0.1 $376k 1.5k 255.53
 View chart
Oxford Industries (OXM) 0.1 $376k +49% 3.6k 105.59
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $374k 3.5k 105.50
 View chart
Domino's Pizza (DPZ) 0.1 $366k 1.1k 329.96
 View chart
Interpublic Group of Companies (IPG) 0.1 $356k +13% 9.6k 37.24
 View chart
American Tower Reit (AMT) 0.1 $354k -41% 1.7k 204.34
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $351k 6.6k 53.47
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $351k 1.4k 249.37
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $348k NEW 3.0k 114.54
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $343k 8.5k 40.40
 View chart
O'reilly Automotive (ORLY) 0.1 $342k 403.00 848.98
 View chart
Applied Materials (AMAT) 0.1 $342k 2.8k 122.83
 View chart
German American Ban (GABC) 0.1 $339k +2% 10k 33.37
 View chart
Stmicroelectronics N V Ny Registry (STM) 0.1 $329k 6.1k 53.49
 View chart
Ufp Industries (UFPI) 0.1 $328k +55% 4.1k 79.47
 View chart
Crown Castle Intl (CCI) 0.1 $326k 2.4k 133.84
 View chart
Aon Shs Cl A (AON) 0.1 $322k -4% 1.0k 315.29
 View chart
Dover Corporation (DOV) 0.1 $322k 2.1k 151.94
 View chart
ConocoPhillips (COP) 0.1 $312k 3.1k 99.21
 View chart
Principal Financial (PFG) 0.1 $311k 4.2k 74.32
 View chart
Cooper Cos Com New (COO) 0.1 $310k -13% 830.00 373.36
 View chart
M.D.C. Holdings (MDC) 0.1 $301k 7.7k 38.87
 View chart
A. O. Smith Corporation (AOS) 0.1 $300k -10% 4.3k 69.14
 View chart
Progressive Corporation (PGR) 0.1 $300k 2.1k 143.06
 View chart
IDEXX Laboratories (IDXX) 0.1 $300k 600.00 500.08
 View chart
Tc Energy Corp (TRP) 0.1 $285k +22% 7.3k 38.91
 View chart
Zoetis Cl A (ZTS) 0.1 $283k 1.7k 166.44
 View chart
PPG Industries (PPG) 0.1 $281k 2.1k 133.58
 View chart
Huntington Bancshares Incorporated (HBAN) 0.1 $277k +8% 25k 11.20
 View chart
BorgWarner (BWA) 0.1 $275k 5.6k 49.11
 View chart
Shell Spon Ads (SHEL) 0.1 $275k 4.8k 57.54
 View chart
Equity Residential Sh Ben Int (EQR) 0.1 $274k 4.6k 60.00
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $274k 1.1k 255.47
 View chart
D.R. Horton (DHI) 0.1 $265k NEW 2.7k 97.69
 View chart
Jabil Circuit (JBL) 0.1 $265k 3.0k 88.16
 View chart
Verizon Communications (VZ) 0.1 $264k -3% 6.8k 38.89
 View chart
Franklin Electric (FELE) 0.1 $263k NEW 2.8k 94.10
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $258k 2.1k 123.71
 View chart
Msc Indl Direct Cl A (MSM) 0.1 $257k +3% 3.1k 84.00
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $256k -3% 2.3k 109.61
 View chart
Bath &#38 Body Works In (BBWI) 0.1 $255k 7.0k 36.58
 View chart
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $255k 3.6k 70.75
 View chart
Skyworks Solutions (SWKS) 0.1 $254k NEW 2.2k 117.98
 View chart
Nice Sponsored Adr (NICE) 0.1 $252k 1.1k 228.89
 View chart
Genuine Parts Company (GPC) 0.1 $251k 1.5k 167.31
 View chart
America Movil Sab De Cv Spon Ads Rp Cl B 0.1 $250k NEW 12k 21.05
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $247k -24% 1.3k 189.63
 View chart
Allstate Corporation (ALL) 0.1 $244k 2.2k 110.81
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $244k 761.00 320.99
 View chart
Norfolk Southern (NSC) 0.1 $244k 1.2k 212.00
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $242k 2.9k 84.90
 View chart
Bank of America Corporation (BAC) 0.1 $241k 8.4k 28.60
 View chart
Unum (UNM) 0.1 $239k +11% 6.0k 39.56
 View chart
Clorox Company (CLX) 0.1 $237k NEW 1.5k 158.24
 View chart
Ensign (ENSG) 0.1 $226k 2.4k 95.54
 View chart
Vulcan Materials Company (VMC) 0.1 $225k NEW 1.3k 171.56
 View chart
Becton, Dickinson and (BDX) 0.1 $223k 900.00 247.54
 View chart
Bk Nova Cad (BNS) 0.1 $222k NEW 4.4k 50.36
 View chart
New Jersey Resources Corporation (NJR) 0.1 $220k NEW 4.1k 53.20
 View chart
Wabtec Corporation (WAB) 0.1 $214k NEW 2.1k 101.06
 View chart
Medtronic SHS (MDT) 0.1 $213k -3% 2.6k 80.62
 View chart
At&t (T) 0.1 $211k 11k 19.25
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $210k NEW 2.3k 91.06
 View chart
Sempra Energy (SRE) 0.1 $209k -33% 1.4k 151.16
 View chart
Church & Dwight (CHD) 0.1 $207k NEW 2.3k 88.41
 View chart
Erie Indty Cl A (ERIE) 0.1 $205k NEW 885.00 231.66
 View chart
CSX Corporation (CSX) 0.1 $202k 6.8k 29.94
 View chart
Waters Corporation (WAT) 0.1 $200k NEW 647.00 309.63
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $200k NEW 437.00 458.41
 View chart

Past Filings by J. W. Coons Advisors

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