J. W. Coons Advisors

J. W. Coons Advisors as of Dec. 31, 2022

Portfolio Holdings for J. W. Coons Advisors

J. W. Coons Advisors holds 225 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zurn Water Solutions Corp Zws (ZWS) 9.9 $33M 1.6M 21.15
Apple (AAPL) 4.9 $17M 127k 129.93
Microsoft Corporation (MSFT) 3.1 $10M 43k 239.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $7.8M 21k 382.43
Merck & Co (MRK) 2.0 $6.8M 61k 110.95
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.9 $6.3M 126k 50.13
Johnson & Johnson (JNJ) 1.6 $5.3M 30k 176.65
UnitedHealth (UNH) 1.6 $5.3M 10k 530.16
Nike CL B (NKE) 1.5 $5.1M 44k 117.01
Texas Instruments Incorporated (TXN) 1.4 $4.8M 29k 165.22
Pepsi (PEP) 1.4 $4.8M 26k 180.66
Exxon Mobil Corporation (XOM) 1.4 $4.6M 42k 110.30
Accenture Plc Ireland Shs Class A (ACN) 1.3 $4.4M 17k 266.84
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.3 $4.3M 105k 40.90
Travelers Companies (TRV) 1.3 $4.2M 23k 187.49
Kla Corp Com New (KLAC) 1.2 $4.2M 11k 377.03
Automatic Data Processing (ADP) 1.2 $4.0M 17k 238.86
Illinois Tool Works (ITW) 1.2 $4.0M 18k 220.30
CVS Caremark Corporation (CVS) 1.2 $4.0M 43k 93.19
Nextera Energy (NEE) 1.2 $3.9M 46k 83.60
Procter & Gamble Company (PG) 1.1 $3.8M 25k 151.56
JPMorgan Chase & Co. (JPM) 1.1 $3.8M 28k 134.10
Valero Energy Corporation (VLO) 1.1 $3.6M 28k 126.86
Cisco Systems (CSCO) 1.0 $3.4M 71k 47.64
SYSCO Corporation (SYY) 1.0 $3.4M 44k 76.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.3M 11k 308.90
McDonald's Corporation (MCD) 0.9 $3.1M 12k 263.54
Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.1M 35k 88.23
Fastenal Company (FAST) 0.9 $3.1M 65k 47.32
International Business Machines (IBM) 0.9 $3.0M 21k 140.89
Enbridge (ENB) 0.9 $2.9M 75k 39.10
Paychex (PAYX) 0.9 $2.9M 25k 115.56
TJX Companies (TJX) 0.8 $2.8M 35k 79.60
Oracle Corporation (ORCL) 0.8 $2.7M 33k 81.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $2.7M 35k 75.19
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $2.5M 28k 91.47
Wal-Mart Stores (WMT) 0.8 $2.5M 18k 141.79
BlackRock 0.8 $2.5M 3.6k 708.63
Pfizer (PFE) 0.7 $2.5M 48k 51.24
Air Products & Chemicals (APD) 0.7 $2.4M 7.9k 308.26
Abbvie (ABBV) 0.7 $2.4M 15k 161.61
Corning Incorporated (GLW) 0.7 $2.4M 75k 31.94
S&p Global (SPGI) 0.7 $2.2M 6.6k 334.94
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $2.1M 24k 89.99
Home Depot (HD) 0.6 $2.1M 6.7k 315.88
3M Company (MMM) 0.6 $2.0M 17k 119.92
Eaton Corp SHS (ETN) 0.6 $2.0M 13k 156.95
Amazon (AMZN) 0.6 $1.9M 23k 84.00
Kroger (KR) 0.6 $1.9M 42k 44.58
Amgen (AMGN) 0.6 $1.9M 7.1k 262.64
Chubb (CB) 0.5 $1.7M 7.7k 220.60
Bristol Myers Squibb (BMY) 0.5 $1.7M 23k 71.95
Lowe's Companies (LOW) 0.5 $1.7M 8.4k 199.24
Costco Wholesale Corporation (COST) 0.5 $1.6M 3.6k 456.50
Walt Disney Company (DIS) 0.5 $1.6M 19k 86.88
Analog Devices (ADI) 0.5 $1.5M 9.3k 164.03
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.5M 16k 94.64
Emerson Electric (EMR) 0.4 $1.5M 15k 96.06
General Dynamics Corporation (GD) 0.4 $1.4M 5.7k 248.11
Ishares Tr Mbs Etf (MBB) 0.4 $1.4M 15k 92.75
Thermo Fisher Scientific (TMO) 0.4 $1.4M 2.5k 550.69
Carlisle Companies (CSL) 0.4 $1.3M 5.7k 235.65
Canadian Natl Ry (CNI) 0.4 $1.3M 11k 118.88
Chevron Corporation (CVX) 0.4 $1.3M 7.2k 179.49
Cardinal Health (CAH) 0.4 $1.3M 17k 76.87
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.3M 13k 95.78
Visa Com Cl A (V) 0.4 $1.3M 6.0k 207.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.2M 15k 81.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $1.2M 11k 114.89
Corteva (CTVA) 0.4 $1.2M 20k 58.78
Intel Corporation (INTC) 0.4 $1.2M 45k 26.43
Reliance Steel & Aluminum (RS) 0.4 $1.2M 5.9k 202.44
PNC Financial Services (PNC) 0.4 $1.2M 7.5k 157.94
Humana (HUM) 0.3 $1.2M 2.3k 512.19
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 7.5k 151.84
Phillips 66 (PSX) 0.3 $1.1M 10k 104.08
AFLAC Incorporated (AFL) 0.3 $1.1M 15k 71.94
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.0M 12k 88.73
Mastercard Incorporated Cl A (MA) 0.3 $1.0M 2.9k 347.73
Ishares Tr Short Treas Bd (SHV) 0.3 $1.0M 9.2k 109.92
Alexandria Real Estate Equities (ARE) 0.3 $1.0M 6.9k 145.67
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.0M 9.5k 106.44
Ametek (AME) 0.3 $976k 7.0k 139.72
McKesson Corporation (MCK) 0.3 $974k 2.6k 375.12
Linde SHS 0.3 $957k 2.9k 326.18
Marriott Intl Cl A (MAR) 0.3 $940k 6.3k 148.89
Baxter International (BAX) 0.3 $933k 18k 50.97
Hologic (HOLX) 0.3 $928k 12k 74.81
Us Bancorp Del Com New (USB) 0.3 $895k 21k 43.61
Gilead Sciences (GILD) 0.3 $888k 10k 85.85
Archer Daniels Midland Company (ADM) 0.3 $887k 9.6k 92.85
Eli Lilly & Co. (LLY) 0.3 $873k 2.4k 365.84
Ishares Gold Tr Ishares New (IAU) 0.3 $873k 25k 34.59
Arthur J. Gallagher & Co. (AJG) 0.3 $873k 4.6k 188.54
Caterpillar (CAT) 0.3 $870k 3.6k 239.56
Sealed Air (SEE) 0.3 $843k 17k 49.88
Amphenol Corp Cl A (APH) 0.2 $837k 11k 76.14
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $814k 73k 11.18
Union Pacific Corporation (UNP) 0.2 $812k 3.9k 207.08
Dow (DOW) 0.2 $802k 16k 50.39
Msa Safety Inc equity (MSA) 0.2 $779k 5.4k 144.19
M&T Bank Corporation (MTB) 0.2 $772k 5.3k 145.06
Thor Industries (THO) 0.2 $755k 10k 75.49
Anthem (ELV) 0.2 $753k 1.5k 512.97
L3harris Technologies (LHX) 0.2 $750k 3.6k 208.21
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $743k 12k 64.34
Coca-Cola Company (KO) 0.2 $742k 12k 63.61
Raymond James Financial (RJF) 0.2 $733k 6.9k 106.85
Abbott Laboratories (ABT) 0.2 $733k 6.7k 109.79
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $720k 7.2k 99.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $718k 5.1k 141.26
Waste Management (WM) 0.2 $714k 4.6k 156.88
Cintas Corporation (CTAS) 0.2 $701k 1.6k 451.62
Broadcom (AVGO) 0.2 $690k 1.2k 559.13
Prologis (PLD) 0.2 $683k 6.1k 112.73
Vanguard Index Fds Value Etf (VTV) 0.2 $681k 4.9k 140.36
Intercontinental Exchange (ICE) 0.2 $656k 6.4k 102.59
Comcast Corp Cl A (CMCSA) 0.2 $653k 19k 34.97
Booking Holdings (BKNG) 0.2 $653k 324.00 2015.28
Imperial Oil Com New (IMO) 0.2 $625k 13k 48.74
American Tower Reit (AMT) 0.2 $624k 2.9k 211.86
Meta Platforms Cl A (META) 0.2 $624k 5.2k 120.34
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $620k 28k 22.39
Cincinnati Financial Corporation (CINF) 0.2 $620k 6.1k 102.39
Ball Corporation (BALL) 0.2 $610k 12k 51.14
Watsco, Incorporated (WSO) 0.2 $589k 2.4k 249.40
Omni (OMC) 0.2 $580k 7.1k 81.57
Lancaster Colony (LANC) 0.2 $570k 2.9k 197.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $568k 2.6k 214.22
American Express Company (AXP) 0.2 $557k 3.8k 147.75
Target Corporation (TGT) 0.2 $541k 3.6k 149.04
Expeditors International of Washington (EXPD) 0.2 $532k 5.1k 103.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $523k 2.2k 241.88
Autodesk (ADSK) 0.2 $507k 2.7k 186.87
Colgate-Palmolive Company (CL) 0.2 $506k 6.4k 78.79
Smucker J M Com New (SJM) 0.2 $506k 3.2k 158.46
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $503k 7.0k 72.10
J.B. Hunt Transport Services (JBHT) 0.2 $502k 2.9k 174.36
Teleflex Incorporated (TFX) 0.1 $499k 2.0k 249.63
MetLife (MET) 0.1 $497k 6.9k 72.37
Honeywell International (HON) 0.1 $494k 2.3k 214.30
Cigna Corp (CI) 0.1 $488k 1.5k 331.34
Northern Trust Corporation (NTRS) 0.1 $478k 5.4k 88.49
Life Storage Inc reit 0.1 $475k 4.8k 98.50
FactSet Research Systems (FDS) 0.1 $471k 1.2k 401.21
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $467k 4.8k 96.99
Ishares Silver Tr Ishares (SLV) 0.1 $462k 21k 22.02
NVIDIA Corporation (NVDA) 0.1 $447k 3.1k 146.14
ABM Industries (ABM) 0.1 $444k 10k 44.42
Flowers Foods (FLO) 0.1 $440k 15k 28.74
Kimberly-Clark Corporation (KMB) 0.1 $436k 3.2k 135.75
Snap-on Incorporated (SNA) 0.1 $424k 1.9k 228.49
Ishares Tr Select Divid Etf (DVY) 0.1 $421k 3.5k 120.60
eBay (EBAY) 0.1 $419k 10k 41.47
Extra Space Storage (EXR) 0.1 $412k 2.8k 147.18
Raytheon Technologies Corp (RTX) 0.1 $399k 3.9k 100.92
Digital Realty Trust (DLR) 0.1 $392k 3.9k 100.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $389k 9.3k 41.97
Paypal Holdings (PYPL) 0.1 $387k 5.4k 71.22
Cdw (CDW) 0.1 $385k 2.2k 178.58
Domino's Pizza (DPZ) 0.1 $384k 1.1k 346.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $384k 5.0k 77.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $383k 3.5k 108.21
ConocoPhillips (COP) 0.1 $371k 3.1k 118.00
German American Ban (GABC) 0.1 $370k 9.9k 37.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $365k 4.3k 84.81
Moody's Corporation (MCO) 0.1 $362k 1.3k 278.62
Mettler-Toledo International (MTD) 0.1 $360k 249.00 1445.45
Centene Corporation (CNC) 0.1 $353k 4.3k 82.01
Principal Financial (PFG) 0.1 $349k 4.2k 83.92
General Mills (GIS) 0.1 $347k 4.1k 83.85
Adobe Systems Incorporated (ADBE) 0.1 $346k 1.0k 336.53
Diodes Incorporated (DIOD) 0.1 $342k 4.5k 76.14
O'reilly Automotive (ORLY) 0.1 $340k 403.00 844.03
Marathon Petroleum Corp (MPC) 0.1 $338k 2.9k 116.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $331k 8.5k 38.98
Crown Castle Intl (CCI) 0.1 $330k 2.4k 135.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $324k 6.5k 50.14
Aon Shs Cl A (AON) 0.1 $322k 1.1k 300.14
Sempra Energy (SRE) 0.1 $321k 2.1k 154.54
Huntington Bancshares Incorporated (HBAN) 0.1 $321k 23k 14.10
Cooper Cos Com New 0.1 $316k 955.00 330.67
Vanguard Index Fds Small Cp Etf (VB) 0.1 $315k 1.7k 183.59
Mccormick & Co Com Non Vtg (MKC) 0.1 $307k 3.7k 82.89
Vanguard Index Fds Growth Etf (VUG) 0.1 $300k 1.4k 213.17
Allstate Corporation (ALL) 0.1 $299k 2.2k 135.60
Bath &#38 Body Works In (BBWI) 0.1 $293k 7.0k 42.14
Ishares Tr Core S&p500 Etf (IVV) 0.1 $287k 748.00 384.21
Dover Corporation (DOV) 0.1 $287k 2.1k 135.41
Intuitive Surgical Com New (ISRG) 0.1 $285k 1.1k 265.35
Norfolk Southern (NSC) 0.1 $283k 1.2k 246.42
Interpublic Group of Companies (IPG) 0.1 $282k 8.5k 33.31
Bank of America Corporation (BAC) 0.1 $279k 8.4k 33.12
Verizon Communications (VZ) 0.1 $278k 7.1k 39.40
A. O. Smith Corporation (AOS) 0.1 $277k 4.8k 57.24
Progressive Corporation (PGR) 0.1 $272k 2.1k 129.71
Shell Spon Ads (SHEL) 0.1 $272k 4.8k 56.95
Applied Materials (AMAT) 0.1 $271k 2.8k 97.38
Equity Residential Sh Ben Int (EQR) 0.1 $270k 4.6k 59.00
Genuine Parts Company (GPC) 0.1 $264k 1.5k 173.51
PPG Industries (PPG) 0.1 $264k 2.1k 125.74
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $261k 2.1k 125.11
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $258k 3.6k 71.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $256k 2.4k 105.43
Zoetis Cl A (ZTS) 0.1 $250k 1.7k 146.55
IDEXX Laboratories (IDXX) 0.1 $245k 600.00 407.96
Msc Indl Direct Cl A (MSM) 0.1 $242k 3.0k 81.70
M.D.C. Holdings 0.1 $241k 7.6k 31.60
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $240k 2.9k 84.19
Tc Energy Corp (TRP) 0.1 $237k 6.0k 39.86
Becton, Dickinson and (BDX) 0.1 $229k 900.00 254.30
BorgWarner (BWA) 0.1 $225k 5.6k 40.25
Unum (UNM) 0.1 $223k 5.4k 41.03
Ensign (ENSG) 0.1 $223k 2.4k 94.61
Oxford Industries (OXM) 0.1 $221k 2.4k 93.18
Stmicroelectronics N V Ny Registry (STM) 0.1 $219k 6.1k 35.57
America Movil Sab De Cv Spon Adr L Shs 0.1 $216k 12k 18.20
Medtronic SHS (MDT) 0.1 $213k 2.7k 77.72
Northrop Grumman Corporation (NOC) 0.1 $213k 390.00 545.61
Nice Sponsored Adr (NICE) 0.1 $212k 1.1k 192.30
Ufp Industries (UFPI) 0.1 $210k 2.7k 79.25
CSX Corporation (CSX) 0.1 $209k 6.8k 30.98
Jabil Circuit (JBL) 0.1 $205k 3.0k 68.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $203k 761.00 266.33
At&t (T) 0.1 $202k 11k 18.41