J. W. Coons Advisors

J. W. Coons Advisors as of March 31, 2025

Portfolio Holdings for J. W. Coons Advisors

J. W. Coons Advisors holds 231 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.9 $26M 117k 222.13
Zurn Water Solutions Corp Zws (ZWS) 6.0 $23M 688k 32.98
Microsoft Corporation (MSFT) 4.4 $17M 45k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $10M 18k 559.39
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.0 $7.4M 147k 50.63
Kla Corp Com New (KLAC) 2.0 $7.4M 11k 679.80
JPMorgan Chase & Co. (JPM) 1.7 $6.5M 27k 245.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $5.7M 11k 532.58
UnitedHealth (UNH) 1.5 $5.6M 11k 523.73
Travelers Companies (TRV) 1.4 $5.5M 21k 264.46
Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.4M 35k 154.64
Accenture Plc Ireland Shs Class A (ACN) 1.4 $5.3M 17k 312.04
Merck & Co (MRK) 1.4 $5.2M 57k 89.76
International Business Machines (IBM) 1.3 $5.0M 20k 248.66
Fastenal Company (FAST) 1.3 $5.0M 64k 77.55
Texas Instruments Incorporated (TXN) 1.3 $4.9M 27k 179.70
Amazon (AMZN) 1.3 $4.8M 25k 190.26
Exxon Mobil Corporation (XOM) 1.2 $4.7M 39k 118.93
Procter & Gamble Company (PG) 1.2 $4.6M 27k 170.42
Costco Wholesale Corporation (COST) 1.2 $4.5M 4.8k 945.80
Wal-Mart Stores (WMT) 1.2 $4.5M 51k 87.79
Oracle Corporation (ORCL) 1.2 $4.4M 32k 139.81
Blackrock (BLK) 1.1 $4.1M 4.3k 946.54
Illinois Tool Works (ITW) 1.0 $4.0M 16k 248.02
TJX Companies (TJX) 1.0 $3.9M 32k 121.80
Johnson & Johnson (JNJ) 1.0 $3.8M 23k 165.84
Cisco Systems (CSCO) 1.0 $3.7M 59k 61.71
Pepsi (PEP) 1.0 $3.6M 24k 149.94
McDonald's Corporation (MCD) 0.9 $3.6M 11k 312.36
Valero Energy Corporation (VLO) 0.9 $3.6M 27k 132.07
Eaton Corp SHS (ETN) 0.9 $3.5M 13k 271.83
Enbridge (ENB) 0.9 $3.3M 75k 44.31
Analog Devices (ADI) 0.8 $3.2M 16k 201.68
SYSCO Corporation (SYY) 0.8 $3.1M 42k 75.04
Automatic Data Processing (ADP) 0.8 $3.1M 10k 305.53
Nextera Energy (NEE) 0.8 $3.1M 43k 70.89
Corning Incorporated (GLW) 0.8 $2.9M 64k 45.78
NVIDIA Corporation (NVDA) 0.7 $2.8M 26k 108.38
Kroger (KR) 0.7 $2.8M 41k 67.69
Home Depot (HD) 0.7 $2.7M 7.3k 366.49
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.7 $2.6M 63k 41.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $2.5M 32k 78.94
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $2.5M 27k 91.73
Visa Com Cl A (V) 0.6 $2.4M 6.9k 350.45
Paychex (PAYX) 0.6 $2.3M 15k 154.28
CVS Caremark Corporation (CVS) 0.6 $2.3M 33k 67.75
Nike CL B (NKE) 0.6 $2.2M 35k 63.48
Mastercard Incorporated Cl A (MA) 0.5 $2.1M 3.8k 548.13
Chubb (CB) 0.5 $2.0M 6.8k 301.99
Amgen (AMGN) 0.5 $2.0M 6.5k 311.56
Lowe's Companies (LOW) 0.5 $2.0M 8.7k 233.23
Abbvie (ABBV) 0.5 $2.0M 9.7k 209.52
Meta Platforms Cl A (META) 0.5 $2.0M 3.5k 576.37
Carlisle Companies (CSL) 0.5 $1.9M 5.7k 340.50
Amphenol Corp Cl A (APH) 0.5 $1.9M 29k 65.59
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $1.9M 72k 26.35
Broadcom (AVGO) 0.5 $1.9M 11k 167.43
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M 12k 156.23
Ishares Tr Short Treas Bd (SHV) 0.5 $1.8M 16k 110.46
Eli Lilly & Co. (LLY) 0.4 $1.7M 2.0k 825.91
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.6M 16k 104.57
3M Company (MMM) 0.4 $1.6M 11k 146.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.6M 2.00 798442.00
Watsco, Incorporated (WSO) 0.4 $1.6M 3.1k 508.36
Linde SHS (LIN) 0.4 $1.5M 3.3k 465.64
Walt Disney Company (DIS) 0.4 $1.4M 15k 98.70
Emerson Electric (EMR) 0.4 $1.4M 13k 109.64
Ishares Gold Tr Ishares New (IAU) 0.4 $1.4M 24k 58.96
Extra Space Storage (EXR) 0.4 $1.4M 9.2k 148.48
Booking Holdings (BKNG) 0.4 $1.3M 290.00 4606.91
Marriott Intl Cl A (MAR) 0.3 $1.3M 5.4k 238.20
Chevron Corporation (CVX) 0.3 $1.3M 7.6k 167.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.3M 15k 82.73
Corteva (CTVA) 0.3 $1.2M 20k 62.93
Stryker Corporation (SYK) 0.3 $1.2M 3.3k 372.26
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.2M 13k 95.37
Phillips 66 (PSX) 0.3 $1.2M 9.8k 123.48
Bristol Myers Squibb (BMY) 0.3 $1.2M 20k 60.99
American Express Company (AXP) 0.3 $1.2M 4.4k 269.05
Ishares Tr Mbs Etf (MBB) 0.3 $1.2M 13k 93.78
Gilead Sciences (GILD) 0.3 $1.2M 11k 112.05
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.2M 9.9k 118.14
Caterpillar (CAT) 0.3 $1.1M 3.4k 329.80
Intercontinental Exchange (ICE) 0.3 $1.1M 6.4k 172.50
Ametek (AME) 0.3 $1.1M 6.3k 172.14
Spdr Ser Tr Comp Software (XSW) 0.3 $1.1M 6.7k 159.86
McKesson Corporation (MCK) 0.3 $1.1M 1.6k 672.99
Thermo Fisher Scientific (TMO) 0.3 $1.1M 2.1k 497.60
Waste Management (WM) 0.3 $1.1M 4.6k 231.51
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $999k 5.1k 193.99
Moody's Corporation (MCO) 0.3 $991k 2.1k 465.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $983k 12k 81.76
Canadian Natl Ry (CNI) 0.3 $963k 9.9k 97.46
PNC Financial Services (PNC) 0.3 $962k 5.5k 175.77
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.2 $933k 30k 31.26
Omni (OMC) 0.2 $927k 11k 82.91
Applied Materials (AMAT) 0.2 $921k 6.3k 145.12
Union Pacific Corporation (UNP) 0.2 $880k 3.7k 236.25
Lancaster Colony (MZTI) 0.2 $873k 5.0k 175.00
Cintas Corporation (CTAS) 0.2 $861k 4.2k 205.53
Coca-Cola Company (KO) 0.2 $860k 12k 71.62
Imperial Oil Com New (IMO) 0.2 $858k 12k 72.32
Pfizer (PFE) 0.2 $842k 33k 25.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $838k 9.2k 91.03
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $822k 34k 24.24
Msa Safety Inc equity (MSA) 0.2 $792k 5.4k 146.69
Abbott Laboratories (ABT) 0.2 $788k 5.9k 132.65
Ameriprise Financial (AMP) 0.2 $779k 1.6k 484.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $774k 2.1k 361.14
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $747k 4.3k 173.23
Intuitive Surgical Com New (ISRG) 0.2 $741k 1.5k 495.27
S&p Global (SPGI) 0.2 $717k 1.4k 508.10
Williams Companies (WMB) 0.2 $700k 12k 59.76
Wabtec Corporation (WAB) 0.2 $695k 3.8k 181.36
Snap-on Incorporated (SNA) 0.2 $689k 2.0k 337.06
Ishares Silver Tr Ishares (SLV) 0.2 $688k 22k 30.99
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $688k 6.7k 102.18
Ecolab (ECL) 0.2 $679k 2.7k 253.52
Autodesk (ADSK) 0.2 $668k 2.6k 261.80
Vulcan Materials Company (VMC) 0.2 $668k 2.9k 233.32
L3harris Technologies (LHX) 0.2 $662k 3.2k 209.31
FactSet Research Systems (FDS) 0.2 $657k 1.4k 454.66
AFLAC Incorporated (AFL) 0.2 $656k 5.9k 111.19
Ensign (ENSG) 0.2 $656k 5.1k 129.40
Reliance Steel & Aluminum (RS) 0.2 $644k 2.2k 288.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $643k 11k 58.35
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $626k 6.7k 93.66
Progressive Corporation (PGR) 0.2 $623k 2.2k 283.01
Comcast Corp Cl A (CMCSA) 0.2 $617k 17k 36.90
Prologis (PLD) 0.2 $616k 5.5k 111.79
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $615k 7.7k 79.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $593k 3.6k 166.00
Thor Industries (THO) 0.2 $570k 7.5k 75.81
Alexandria Real Estate Equities (ARE) 0.1 $550k 5.9k 92.51
Raytheon Technologies Corp (RTX) 0.1 $544k 4.1k 132.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $540k 8.9k 60.66
Northern Trust Corporation (NTRS) 0.1 $533k 5.4k 98.65
MetLife (MET) 0.1 $528k 6.6k 80.29
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $526k 5.1k 103.47
Colgate-Palmolive Company (CL) 0.1 $516k 5.5k 93.70
Unum (UNM) 0.1 $512k 6.3k 81.46
Domino's Pizza (DPZ) 0.1 $510k 1.1k 459.57
salesforce (CRM) 0.1 $504k 1.9k 268.37
Cigna Corp (CI) 0.1 $501k 1.5k 329.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $498k 4.6k 108.69
Digital Realty Trust (DLR) 0.1 $488k 3.4k 143.29
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $485k 4.9k 98.92
Vanguard Index Fds Growth Etf (VUG) 0.1 $480k 1.3k 370.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $477k 11k 45.26
Anthem (ELV) 0.1 $477k 1.1k 434.96
ABM Industries (ABM) 0.1 $474k 10k 47.36
Allstate Corporation (ALL) 0.1 $473k 2.3k 207.07
Ishares Tr Select Divid Etf (DVY) 0.1 $469k 3.5k 134.29
Ishares Tr Tips Bd Etf (TIP) 0.1 $466k 4.2k 111.09
Air Products & Chemicals (APD) 0.1 $463k 1.6k 294.94
Arthur J. Gallagher & Co. (AJG) 0.1 $449k 1.3k 345.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $432k 3.5k 122.02
Adobe Systems Incorporated (ADBE) 0.1 $426k 1.1k 383.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $425k 8.4k 50.83
Ball Corporation (BALL) 0.1 $423k 8.1k 52.07
Dow (DOW) 0.1 $422k 12k 34.92
Vanguard Index Fds Value Etf (VTV) 0.1 $421k 2.4k 172.75
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $415k 20k 20.70
Kimberly-Clark Corporation (KMB) 0.1 $412k 2.9k 142.22
Huntington Bancshares Incorporated (HBAN) 0.1 $403k 27k 15.01
Hologic (HOLX) 0.1 $402k 6.5k 61.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $394k 5.0k 78.28
Honeywell International (HON) 0.1 $387k 1.8k 211.75
Nxp Semiconductors N V (NXPI) 0.1 $384k 2.0k 190.06
Garmin SHS (GRMN) 0.1 $383k 1.8k 217.15
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $381k 3.7k 103.75
Janus Henderson Group Ord Shs (JHG) 0.1 $376k 10k 36.15
ConocoPhillips (COP) 0.1 $362k 3.4k 105.02
Blackstone Group Inc Com Cl A (BX) 0.1 $358k 2.6k 139.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $357k 761.00 469.00
Motorola Solutions Com New (MSI) 0.1 $353k 806.00 437.81
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $353k 12k 30.73
Paypal Holdings (PYPL) 0.1 $347k 5.3k 65.25
Bank of America Corporation (BAC) 0.1 $346k 8.3k 41.73
NetApp (NTAP) 0.1 $340k 3.9k 87.85
Expeditors International of Washington (EXPD) 0.1 $335k 2.8k 120.25
O'reilly Automotive (ORLY) 0.1 $335k 234.00 1432.58
Discover Financial Services 0.1 $331k 1.9k 170.72
Marathon Petroleum Corp (MPC) 0.1 $321k 2.2k 145.69
Dover Corporation (DOV) 0.1 $317k 1.8k 175.68
National Storage Affiliates Com Shs Ben In (NSA) 0.1 $316k 8.0k 39.40
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $307k 5.2k 59.40
Cardinal Health (CAH) 0.1 $307k 2.2k 137.77
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $307k 3.8k 80.37
Shell Spon Ads (SHEL) 0.1 $305k 4.2k 73.27
Trane Technologies SHS (TT) 0.1 $303k 900.00 336.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $296k 2.3k 128.96
Vanguard Index Fds Small Cp Etf (VB) 0.1 $294k 1.3k 221.83
New Jersey Resources Corporation (NJR) 0.1 $294k 6.0k 49.06
Interpublic Group of Companies (IPG) 0.1 $288k 11k 27.16
Hp (HPQ) 0.1 $284k 10k 27.69
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $283k 2.1k 135.68
Waters Corporation (WAT) 0.1 $281k 763.00 368.57
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $281k 3.7k 76.57
Baxter International (BAX) 0.1 $281k 8.2k 34.23
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $279k 3.5k 80.65
Teleflex Incorporated (TFX) 0.1 $276k 2.0k 138.19
Asml Holding N V N Y Registry Shs (ASML) 0.1 $276k 417.00 662.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $272k 2.3k 117.49
eBay (EBAY) 0.1 $266k 3.9k 67.73
Intuit (INTU) 0.1 $260k 424.00 613.99
Ingredion Incorporated (INGR) 0.1 $259k 1.9k 135.18
Caretrust Reit (CTRE) 0.1 $254k 8.9k 28.58
IDEXX Laboratories (IDXX) 0.1 $252k 600.00 419.95
Norfolk Southern (NSC) 0.1 $249k 1.1k 236.85
Casey's General Stores (CASY) 0.1 $245k 565.00 434.04
Parker-Hannifin Corporation (PH) 0.1 $243k 400.00 607.85
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $242k 22k 11.22
Caci Intl Cl A (CACI) 0.1 $241k 657.00 366.92
Zoetis Cl A (ZTS) 0.1 $239k 1.5k 164.65
Ross Stores (ROST) 0.1 $238k 1.9k 127.79
Kinder Morgan (KMI) 0.1 $237k 8.3k 28.53
Verizon Communications (VZ) 0.1 $236k 5.2k 45.36
Target Corporation (TGT) 0.1 $229k 2.2k 104.36
Enterprise Products Partners (EPD) 0.1 $229k 6.7k 34.14
Becton, Dickinson and (BDX) 0.1 $227k 990.00 229.06
Clorox Company (CLX) 0.1 $221k 1.5k 147.25
Jabil Circuit (JBL) 0.1 $218k 1.6k 136.07
Medtronic SHS (MDT) 0.1 $216k 2.4k 89.86
Netflix (NFLX) 0.1 $215k 230.00 932.53
Ishares Tr New York Mun Etf (NYF) 0.1 $211k 4.0k 52.65
Darden Restaurants (DRI) 0.1 $208k 1.0k 207.76
Quest Diagnostics Incorporated (DGX) 0.1 $203k 1.2k 169.20
Ishares Tr Core S&p500 Etf (IVV) 0.1 $201k 357.00 561.90
International Paper Company (IP) 0.1 $200k 3.8k 53.35
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $169k 12k 14.22