J. W. Coons Advisors

J. W. Coons Advisors as of Dec. 31, 2024

Portfolio Holdings for J. W. Coons Advisors

J. W. Coons Advisors holds 229 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.7 $30M 119k 250.42
Zurn Water Solutions Corp Zws (ZWS) 6.6 $26M 688k 37.30
Microsoft Corporation (MSFT) 4.9 $19M 45k 421.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $10M 18k 586.08
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $7.2M 143k 50.37
Kla Corp Com New (KLAC) 1.7 $6.8M 11k 630.12
Alphabet Cap Stk Cl A (GOOGL) 1.7 $6.7M 35k 189.30
JPMorgan Chase & Co. (JPM) 1.7 $6.5M 27k 239.71
Accenture Plc Ireland Shs Class A (ACN) 1.5 $5.9M 17k 351.79
Merck & Co (MRK) 1.5 $5.7M 57k 99.48
Amazon (AMZN) 1.4 $5.6M 26k 219.39
UnitedHealth (UNH) 1.4 $5.4M 11k 505.88
Oracle Corporation (ORCL) 1.4 $5.3M 32k 166.64
Texas Instruments Incorporated (TXN) 1.3 $5.2M 28k 187.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $5.0M 11k 453.28
Travelers Companies (TRV) 1.3 $5.0M 21k 240.89
Fastenal Company (FAST) 1.2 $4.6M 64k 71.91
Wal-Mart Stores (WMT) 1.2 $4.6M 51k 90.35
Costco Wholesale Corporation (COST) 1.2 $4.5M 4.9k 916.29
Blackrock (BLK) 1.1 $4.5M 4.4k 1025.16
Procter & Gamble Company (PG) 1.1 $4.4M 26k 167.65
International Business Machines (IBM) 1.1 $4.4M 20k 219.83
Eaton Corp SHS (ETN) 1.1 $4.2M 13k 331.87
Exxon Mobil Corporation (XOM) 1.1 $4.2M 39k 107.57
Illinois Tool Works (ITW) 1.1 $4.1M 16k 253.57
TJX Companies (TJX) 1.0 $3.9M 32k 120.81
Pepsi (PEP) 0.9 $3.6M 24k 152.06
Johnson & Johnson (JNJ) 0.9 $3.6M 25k 144.62
NVIDIA Corporation (NVDA) 0.9 $3.5M 26k 134.29
Cisco Systems (CSCO) 0.9 $3.4M 58k 59.20
Analog Devices (ADI) 0.9 $3.4M 16k 212.46
Valero Energy Corporation (VLO) 0.8 $3.3M 27k 122.59
McDonald's Corporation (MCD) 0.8 $3.2M 11k 289.90
SYSCO Corporation (SYY) 0.8 $3.2M 41k 76.46
Automatic Data Processing (ADP) 0.8 $3.2M 11k 292.73
Enbridge (ENB) 0.8 $3.2M 74k 42.43
Nextera Energy (NEE) 0.8 $3.0M 42k 71.69
Corning Incorporated (GLW) 0.8 $3.0M 63k 47.52
Home Depot (HD) 0.7 $2.9M 7.3k 388.98
Broadcom (AVGO) 0.7 $2.8M 12k 231.84
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.7 $2.8M 67k 41.73
Nike CL B (NKE) 0.7 $2.7M 35k 75.67
Kroger (KR) 0.6 $2.5M 41k 61.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $2.4M 31k 78.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $2.3M 26k 91.43
Visa Com Cl A (V) 0.6 $2.3M 7.3k 316.03
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.2M 12k 190.44
Paychex (PAYX) 0.6 $2.2M 15k 140.22
Lowe's Companies (LOW) 0.6 $2.1M 8.7k 246.80
Carlisle Companies (CSL) 0.5 $2.1M 5.7k 368.84
Meta Platforms Cl A (META) 0.5 $2.0M 3.5k 585.51
Mastercard Incorporated Cl A (MA) 0.5 $2.0M 3.8k 526.57
Amphenol Corp Cl A (APH) 0.5 $2.0M 28k 69.45
Chubb (CB) 0.5 $1.8M 6.7k 276.30
Amgen (AMGN) 0.5 $1.8M 6.8k 260.64
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.8M 15k 115.22
Abbvie (ABBV) 0.5 $1.8M 9.9k 177.70
Ishares Tr Short Treas Bd (SHV) 0.4 $1.7M 16k 110.11
Eli Lilly & Co. (LLY) 0.4 $1.6M 2.1k 772.00
Walt Disney Company (DIS) 0.4 $1.6M 15k 111.35
Emerson Electric (EMR) 0.4 $1.6M 13k 123.93
CVS Caremark Corporation (CVS) 0.4 $1.5M 34k 44.89
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $1.5M 58k 25.92
Marriott Intl Cl A (MAR) 0.4 $1.5M 5.4k 278.94
Watsco, Incorporated (WSO) 0.4 $1.5M 3.1k 473.94
Booking Holdings (BKNG) 0.4 $1.4M 290.00 4968.42
3M Company (MMM) 0.4 $1.4M 11k 129.09
American Express Company (AXP) 0.4 $1.4M 4.6k 296.78
Linde SHS (LIN) 0.3 $1.3M 3.2k 418.67
Extra Space Storage (EXR) 0.3 $1.3M 8.8k 149.60
Stryker Corporation (SYK) 0.3 $1.3M 3.7k 360.06
Caterpillar (CAT) 0.3 $1.3M 3.5k 362.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.3M 15k 81.98
Spdr Ser Tr Comp Software (XSW) 0.3 $1.2M 6.5k 188.96
Thermo Fisher Scientific (TMO) 0.3 $1.2M 2.3k 520.23
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.2M 10k 115.55
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.2M 13k 92.45
Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M 24k 49.51
Ametek (AME) 0.3 $1.2M 6.4k 180.26
Ishares Tr Mbs Etf (MBB) 0.3 $1.2M 13k 91.68
Corteva (CTVA) 0.3 $1.1M 20k 56.96
Phillips 66 (PSX) 0.3 $1.1M 9.7k 113.93
Bristol Myers Squibb (BMY) 0.3 $1.1M 19k 56.56
PNC Financial Services (PNC) 0.3 $1.1M 5.5k 192.85
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.0M 5.3k 195.81
Chevron Corporation (CVX) 0.3 $1.0M 7.1k 144.84
Ecolab (ECL) 0.3 $1.0M 4.3k 234.32
Canadian Natl Ry (CNI) 0.3 $1.0M 9.9k 101.51
Union Pacific Corporation (UNP) 0.3 $978k 4.3k 228.06
Omni (OMC) 0.3 $977k 11k 86.04
Cintas Corporation (CTAS) 0.3 $974k 5.3k 182.70
Gilead Sciences (GILD) 0.2 $965k 10k 92.37
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.2 $964k 30k 31.97
Moody's Corporation (MCO) 0.2 $960k 2.0k 473.37
Intercontinental Exchange (ICE) 0.2 $953k 6.4k 149.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $943k 12k 80.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $921k 2.3k 401.60
Waste Management (WM) 0.2 $918k 4.6k 201.79
Msa Safety Inc equity (MSA) 0.2 $895k 5.4k 165.77
McKesson Corporation (MCK) 0.2 $895k 1.6k 569.91
Pfizer (PFE) 0.2 $874k 33k 26.53
Lancaster Colony (MZTI) 0.2 $864k 5.0k 173.14
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $858k 9.8k 87.33
Ameriprise Financial (AMP) 0.2 $857k 1.6k 532.47
Applied Materials (AMAT) 0.2 $855k 5.3k 162.63
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $834k 35k 24.19
Thor Industries (THO) 0.2 $786k 8.2k 95.71
Intuitive Surgical Com New (ISRG) 0.2 $771k 1.5k 521.96
Imperial Oil Com New (IMO) 0.2 $762k 12k 61.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $761k 4.3k 175.23
Autodesk (ADSK) 0.2 $754k 2.6k 295.57
Vulcan Materials Company (VMC) 0.2 $749k 2.9k 257.25
Wabtec Corporation (WAB) 0.2 $722k 3.8k 189.60
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $720k 7.2k 99.55
S&p Global (SPGI) 0.2 $703k 1.4k 498.03
FactSet Research Systems (FDS) 0.2 $694k 1.4k 480.30
Snap-on Incorporated (SNA) 0.2 $688k 2.0k 339.52
Coca-Cola Company (KO) 0.2 $687k 11k 62.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $686k 11k 62.31
Adobe Systems Incorporated (ADBE) 0.2 $677k 1.5k 444.68
Abbott Laboratories (ABT) 0.2 $658k 5.8k 113.11
AFLAC Incorporated (AFL) 0.2 $655k 6.3k 103.44
Ensign (ENSG) 0.2 $640k 4.8k 132.86
Comcast Corp Cl A (CMCSA) 0.2 $622k 17k 37.53
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $620k 7.7k 80.93
Nxp Semiconductors N V (NXPI) 0.2 $618k 3.0k 207.85
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $615k 3.1k 197.49
Digital Realty Trust (DLR) 0.2 $604k 3.4k 177.33
Reliance Steel & Aluminum (RS) 0.2 $601k 2.2k 269.26
Prologis (PLD) 0.2 $598k 5.7k 105.70
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $593k 6.7k 88.79
Ishares Silver Tr Ishares (SLV) 0.2 $585k 22k 26.33
Air Products & Chemicals (APD) 0.1 $583k 2.0k 290.00
Alexandria Real Estate Equities (ARE) 0.1 $580k 5.9k 97.55
L3harris Technologies (LHX) 0.1 $560k 2.7k 210.28
Northern Trust Corporation (NTRS) 0.1 $554k 5.4k 102.50
salesforce (CRM) 0.1 $543k 1.6k 334.34
Dow (DOW) 0.1 $542k 14k 40.13
Vanguard Index Fds Growth Etf (VUG) 0.1 $531k 1.3k 410.42
Progressive Corporation (PGR) 0.1 $527k 2.2k 239.61
MetLife (MET) 0.1 $516k 6.3k 81.88
ABM Industries (ABM) 0.1 $512k 10k 51.18
Expeditors International of Washington (EXPD) 0.1 $502k 4.5k 110.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $497k 8.7k 57.41
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $490k 4.6k 106.84
Raytheon Technologies Corp (RTX) 0.1 $479k 4.1k 115.72
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $474k 4.9k 96.90
Anthem (ELV) 0.1 $472k 1.3k 368.90
Hologic (HOLX) 0.1 $469k 6.5k 72.09
Colgate-Palmolive Company (CL) 0.1 $466k 5.1k 90.91
Domino's Pizza (DPZ) 0.1 $466k 1.1k 419.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $464k 11k 44.04
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $459k 4.6k 100.60
Ishares Tr Select Divid Etf (DVY) 0.1 $459k 3.5k 131.29
Unum (UNM) 0.1 $457k 6.3k 73.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $455k 3.5k 128.61
Honeywell International (HON) 0.1 $450k 2.0k 225.89
Ball Corporation (BALL) 0.1 $448k 8.1k 55.13
Ishares Tr Tips Bd Etf (TIP) 0.1 $447k 4.2k 106.55
Paypal Holdings (PYPL) 0.1 $437k 5.1k 85.35
Huntington Bancshares Incorporated (HBAN) 0.1 $437k 27k 16.27
Ufp Industries (UFPI) 0.1 $428k 3.8k 112.65
Allstate Corporation (ALL) 0.1 $425k 2.2k 192.79
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $423k 20k 21.07
Blackstone Group Inc Com Cl A (BX) 0.1 $416k 2.4k 172.42
Janus Henderson Group Ord Shs (JHG) 0.1 $407k 9.6k 42.53
Cigna Corp (CI) 0.1 $407k 1.5k 276.14
Vanguard Index Fds Value Etf (VTV) 0.1 $404k 2.4k 169.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $400k 8.4k 47.82
Arthur J. Gallagher & Co. (AJG) 0.1 $397k 1.4k 283.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $389k 761.00 511.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $389k 5.0k 77.27
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $379k 3.8k 99.54
Motorola Solutions Com New (MSI) 0.1 $373k 806.00 462.23
O'reilly Automotive (ORLY) 0.1 $372k 314.00 1185.80
Bank of America Corporation (BAC) 0.1 $364k 8.3k 43.95
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $364k 12k 31.44
Garmin SHS (GRMN) 0.1 $364k 1.8k 206.27
Teleflex Incorporated (TFX) 0.1 $356k 2.0k 177.98
Kimberly-Clark Corporation (KMB) 0.1 $354k 2.7k 131.04
Baxter International (BAX) 0.1 $353k 12k 29.16
Intuit (INTU) 0.1 $343k 545.00 628.53
National Storage Affiliates Com Shs Ben In (NSA) 0.1 $342k 9.0k 37.91
ConocoPhillips (COP) 0.1 $341k 3.4k 99.17
NetApp (NTAP) 0.1 $341k 2.9k 116.10
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $336k 3.8k 87.90
Trane Technologies SHS (TT) 0.1 $332k 900.00 369.35
Equity Residential Sh Ben Int (EQR) 0.1 $328k 4.6k 71.76
Interpublic Group of Companies (IPG) 0.1 $324k 12k 28.02
Dover Corporation (DOV) 0.1 $320k 1.7k 187.60
Vanguard Index Fds Small Cp Etf (VB) 0.1 $319k 1.3k 240.37
Cardinal Health (CAH) 0.1 $316k 2.7k 118.27
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $309k 3.5k 89.33
Marathon Petroleum Corp (MPC) 0.1 $307k 2.2k 139.50
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $300k 5.2k 58.00
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $297k 26k 11.53
Target Corporation (TGT) 0.1 $297k 2.2k 135.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $294k 2.3k 126.73
New Jersey Resources Corporation (NJR) 0.1 $287k 6.1k 46.65
Discover Financial Services 0.1 $277k 1.6k 173.26
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $275k 2.1k 132.10
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $274k 3.7k 74.73
Ross Stores (ROST) 0.1 $273k 1.8k 151.27
Williams Companies (WMB) 0.1 $268k 5.0k 54.12
D.R. Horton (DHI) 0.1 $267k 1.9k 139.82
Caci Intl Cl A (CACI) 0.1 $266k 657.00 404.06
Shell Spon Ads (SHEL) 0.1 $261k 4.2k 62.64
Parker-Hannifin Corporation (PH) 0.1 $254k 400.00 636.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $253k 2.0k 127.59
IDEXX Laboratories (IDXX) 0.1 $248k 600.00 413.44
Ingredion Incorporated (INGR) 0.1 $247k 1.8k 137.59
Norfolk Southern (NSC) 0.1 $246k 1.1k 234.70
Clorox Company (CLX) 0.1 $244k 1.5k 162.41
eBay (EBAY) 0.1 $244k 3.9k 61.95
Zoetis Cl A (ZTS) 0.1 $237k 1.5k 162.93
Caretrust Reit (CTRE) 0.1 $231k 8.5k 27.05
Jabil Circuit (JBL) 0.1 $230k 1.6k 143.90
Kinder Morgan (KMI) 0.1 $227k 8.3k 27.40
Casey's General Stores (CASY) 0.1 $224k 565.00 396.23
Ishares Tr New York Mun Etf (NYF) 0.1 $213k 4.0k 53.22
Micron Technology (MU) 0.1 $210k 2.5k 84.16
Ishares Tr Core S&p500 Etf (IVV) 0.1 $210k 357.00 588.68
Enterprise Products Partners (EPD) 0.1 $210k 6.7k 31.36
Hershey Company (HSY) 0.1 $210k 1.2k 169.38
Hp (HPQ) 0.1 $209k 6.4k 32.63
Verizon Communications (VZ) 0.1 $207k 5.2k 39.99
Netflix (NFLX) 0.1 $205k 230.00 891.32
International Paper Company (IP) 0.1 $202k 3.8k 53.82
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $170k 12k 14.31