355 is the total number of securities J. W. Coons Advisors, LLC has owned. The longest J. W. Coons Advisors, LLC has owned a single stock is 15 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC COM | 15 | 15 | 4.84% | 6.19% | 7.06% | Q1 2020 | Q3 2023 | 15 |
MSFT | MICROSOFT CORP COM | 15 | 15 | 3.10% | 3.59% | 4.18% | Q1 2020 | Q3 2023 | 15 |
SPY | SPDR S&P500 ETF TRUST ... | 15 | 15 | 2.07% | 3.25% | 4.15% | Q1 2020 | Q3 2023 | 15 |
PG | PROCTER & GAMBLE CO COM | 15 | 15 | 0.95% | 2.54% | 3.84% | Q1 2020 | Q3 2023 | 15 |
UNH | UNITEDHEALTH GROUP INC... | 15 | 15 | 1.25% | 1.64% | 1.94% | Q1 2020 | Q3 2023 | 15 |
NKE | NIKE INC COM CL B | 15 | 15 | 1.12% | 1.61% | 2.07% | Q1 2020 | Q3 2023 | 15 |
JNJ | JOHNSON & JOHNSON COM | 15 | 15 | 1.19% | 1.56% | 1.98% | Q1 2020 | Q3 2023 | 15 |
TXN | TEXAS INSTRUMENTS INC COM | 15 | 15 | 1.24% | 1.46% | 1.65% | Q1 2020 | Q3 2023 | 15 |
MRK | MERCK & CO INC COM | 15 | 15 | 0.94% | 1.41% | 2.02% | Q1 2020 | Q3 2023 | 15 |
ACN | ACCENTURE PLC IRELAND | 15 | 15 | 1.11% | 1.36% | 1.66% | Q1 2020 | Q3 2023 | 15 |
JPST | J P MORGAN EXCHANGE-TR... | 15 | 15 | 0.24% | 1.35% | 2.78% | Q1 2020 | Q3 2023 | 15 |
BIL | SPDR SER TR | 15 | 15 | 0.73% | 1.25% | 3.05% | Q1 2020 | Q3 2023 | 15 |
AMZN | AMAZON COM INC COM | 15 | 15 | 0.58% | 1.25% | 1.70% | Q1 2020 | Q3 2023 | 15 |
PEP | PEPSICO INC COM | 15 | 15 | 1.04% | 1.23% | 1.46% | Q1 2020 | Q3 2023 | 15 |
JPM | JP MORGAN CHASE & CO COM | 15 | 15 | 0.97% | 1.22% | 1.58% | Q1 2020 | Q3 2023 | 15 |
FAST | FASTENAL COM | 15 | 15 | 0.91% | 1.18% | 1.41% | Q1 2020 | Q3 2023 | 15 |
KLAC | KLA CORPORATION COM | 15 | 15 | 0.75% | 1.15% | 1.47% | Q1 2020 | Q3 2023 | 15 |
GOOGL | ALPHABET INC COM CL A | 15 | 15 | 0.84% | 1.14% | 1.42% | Q1 2020 | Q3 2023 | 15 |
CSCO | CISCO SYSTEMS INC COM | 15 | 15 | 0.92% | 1.12% | 1.43% | Q1 2020 | Q3 2023 | 15 |
SYY | SYSCO CORP COM | 15 | 15 | 0.80% | 1.09% | 1.27% | Q1 2020 | Q3 2023 | 15 |
NEE | NEXTERA ENERGY INC COM | 15 | 15 | 0.72% | 1.09% | 1.38% | Q1 2020 | Q3 2023 | 15 |
ITW | ILLINOIS TOOL WORKS IN... | 15 | 15 | 0.77% | 1.07% | 1.27% | Q1 2020 | Q3 2023 | 15 |
ADP | AUTOMATIC DATA PROCESS... | 15 | 15 | 0.84% | 1.06% | 1.36% | Q1 2020 | Q3 2023 | 15 |
INTC | INTEL CORP COM | 15 | 15 | 0.21% | 1.02% | 2.45% | Q1 2020 | Q3 2023 | 15 |
CVS | CVS HEALTH CORPORATION... | 15 | 15 | 0.73% | 1.00% | 1.46% | Q1 2020 | Q3 2023 | 15 |
TRV | TRAVELERS COMPANIES IN... | 15 | 15 | 0.74% | 0.94% | 1.26% | Q1 2020 | Q3 2023 | 15 |
WMT | WALMART INC COM | 15 | 15 | 0.71% | 0.92% | 1.42% | Q1 2020 | Q3 2023 | 15 |
PAYX | PAYCHEX INC COM | 15 | 15 | 0.57% | 0.91% | 1.08% | Q1 2020 | Q3 2023 | 15 |
BRKB | BERKSHIRE HATHAWAY INC... | 15 | 15 | 0.68% | 0.90% | 1.08% | Q1 2020 | Q3 2023 | 15 |
XOM | EXXON MOBIL CORPORATIO... | 15 | 15 | 0.48% | 0.89% | 1.37% | Q1 2020 | Q3 2023 | 15 |
ENB | ENBRIDGE INC COM | 15 | 15 | 0.72% | 0.88% | 1.05% | Q1 2020 | Q3 2023 | 15 |
GLW | CORNING INC COM | 15 | 15 | 0.65% | 0.87% | 1.16% | Q1 2020 | Q3 2023 | 15 |
HD | HOME DEPOT INC COM | 15 | 15 | 0.58% | 0.86% | 1.18% | Q1 2020 | Q3 2023 | 15 |
SPGI | S&P GLOBAL INC COM | 15 | 15 | 0.15% | 0.86% | 1.13% | Q1 2020 | Q3 2023 | 15 |
MCD | MCDONALD'S CORPORATION... | 15 | 15 | 0.61% | 0.81% | 1.02% | Q1 2020 | Q3 2023 | 15 |
NOBL | PROSHARES TRUST S&P 50... | 15 | 15 | 0.46% | 0.80% | 1.02% | Q1 2020 | Q3 2023 | 15 |
DIS | WALT DISNEY COMPANY (T... | 15 | 15 | 0.36% | 0.80% | 1.47% | Q1 2020 | Q3 2023 | 15 |
VLO | VALERO ENERGY CORP COM | 15 | 15 | 0.43% | 0.78% | 1.19% | Q1 2020 | Q3 2023 | 15 |
IBM | INTERNATIONAL BUS MACH... | 15 | 15 | 0.62% | 0.78% | 1.02% | Q1 2020 | Q3 2023 | 15 |
ORCL | ORACLE CORP COM | 15 | 15 | 0.65% | 0.75% | 1.08% | Q1 2020 | Q3 2023 | 15 |
VCSH | VANGUARD SHRT TRM CORP... | 15 | 15 | 0.54% | 0.73% | 1.03% | Q1 2020 | Q3 2023 | 15 |
ETN | EATON CORP PLC | 15 | 15 | 0.57% | 0.72% | 0.89% | Q1 2020 | Q3 2023 | 15 |
BLK | BLACKROCK INC COM | 15 | 15 | 0.53% | 0.72% | 0.88% | Q1 2020 | Q3 2023 | 15 |
MMM | 3M COMPANY COM | 15 | 15 | 0.32% | 0.67% | 0.95% | Q1 2020 | Q3 2023 | 15 |
APD | AIR PRODUCTS & CHEMICA... | 15 | 15 | 0.57% | 0.66% | 0.75% | Q1 2020 | Q3 2023 | 15 |
PFE | PFIZER INC COM | 15 | 15 | 0.42% | 0.65% | 0.90% | Q1 2020 | Q3 2023 | 15 |
TJX | TJX COS INC NEW | 15 | 15 | 0.35% | 0.63% | 0.94% | Q1 2020 | Q3 2023 | 15 |
ABBV | ABBVIE INC COM | 15 | 15 | 0.38% | 0.63% | 0.86% | Q1 2020 | Q3 2023 | 15 |
KR | KROGER CO COM | 15 | 15 | 0.45% | 0.58% | 0.83% | Q1 2020 | Q3 2023 | 15 |
AMGN | AMGEN INC COM | 15 | 15 | 0.43% | 0.55% | 0.72% | Q1 2020 | Q3 2023 | 15 |
COST | COSTCO WHSL CORP NEW | 15 | 15 | 0.40% | 0.51% | 0.64% | Q1 2020 | Q3 2023 | 15 |
BMY | BRISTOL-MYERS SQUIBB C... | 15 | 15 | 0.37% | 0.49% | 0.57% | Q1 2020 | Q3 2023 | 15 |
LOW | LOWES COS INC | 15 | 15 | 0.33% | 0.49% | 0.64% | Q1 2020 | Q3 2023 | 15 |
V | VISA INC COM CL A | 15 | 15 | 0.37% | 0.49% | 0.62% | Q1 2020 | Q3 2023 | 15 |
IJR | ISHARES TRUST CORE S&P... | 15 | 15 | 0.31% | 0.47% | 0.59% | Q1 2020 | Q3 2023 | 15 |
FB | META PLATFORMS INC COM... | 15 | 15 | 0.19% | 0.47% | 0.70% | Q1 2020 | Q3 2023 | 15 |
MBB | ISHARES TRUST MBS ETF | 15 | 15 | 0.31% | 0.47% | 0.67% | Q1 2020 | Q3 2023 | 15 |
BAX | BAXTER INTL INC | 15 | 15 | 0.17% | 0.45% | 0.82% | Q1 2020 | Q3 2023 | 15 |
IEF | ISHARES TRUST BARCLAYS... | 15 | 15 | 0.35% | 0.45% | 0.63% | Q1 2020 | Q3 2023 | 15 |
GOOG | ALPHABET INC COM CL C | 15 | 15 | 0.31% | 0.44% | 0.58% | Q1 2020 | Q3 2023 | 15 |
TMO | THERMO FISHER SCIENTIF... | 15 | 15 | 0.36% | 0.42% | 0.48% | Q1 2020 | Q3 2023 | 15 |
UNP | UNION PACIFIC CORP COM | 15 | 15 | 0.21% | 0.42% | 0.61% | Q1 2020 | Q3 2023 | 15 |
CSL | CARLISLE COS INC COM | 15 | 15 | 0.29% | 0.40% | 0.60% | Q1 2020 | Q3 2023 | 15 |
EMR | EMERSON ELECTRIC CO COM | 15 | 15 | 0.36% | 0.40% | 0.45% | Q1 2020 | Q3 2023 | 15 |
MCK | MCKESSON CORPORATION COM | 15 | 15 | 0.18% | 0.39% | 0.71% | Q1 2020 | Q3 2023 | 15 |
VIG | VANGUARD SPECIALIZED F... | 15 | 15 | 0.33% | 0.36% | 0.41% | Q1 2020 | Q3 2023 | 15 |
IEI | ISHARES TRUST 3 7 YR T... | 15 | 15 | 0.27% | 0.36% | 0.45% | Q1 2020 | Q3 2023 | 15 |
USB | US BANCORP DEL | 15 | 15 | 0.18% | 0.36% | 0.85% | Q1 2020 | Q3 2023 | 15 |
ADI | ANALOG DEVICES INC COM | 15 | 15 | 0.16% | 0.35% | 0.68% | Q1 2020 | Q3 2023 | 15 |
CNI | CANADIAN NATL RY CO | 15 | 15 | 0.29% | 0.35% | 0.44% | Q1 2020 | Q3 2023 | 15 |
AXP | AMERICAN EXPRESS CO COM | 15 | 15 | 0.17% | 0.35% | 0.54% | Q1 2020 | Q3 2023 | 15 |
MA | MASTERCARD INCORPORATE... | 15 | 15 | 0.27% | 0.35% | 0.54% | Q1 2020 | Q3 2023 | 15 |
TFX | TELEFLEX INCORPORATED | 15 | 15 | 0.11% | 0.35% | 0.71% | Q1 2020 | Q3 2023 | 15 |
SHY | ISHARES TRUST 1 3 YR T... | 15 | 15 | 0.27% | 0.34% | 0.50% | Q1 2020 | Q3 2023 | 15 |
MSA | MSA SAFETY INC COM | 15 | 15 | 0.21% | 0.34% | 0.57% | Q1 2020 | Q3 2023 | 15 |
ICE | INTERCONTINENTAL EXCHA... | 15 | 15 | 0.19% | 0.34% | 0.59% | Q1 2020 | Q3 2023 | 15 |
CVX | CHEVRON CORPORATION COM | 15 | 15 | 0.25% | 0.33% | 0.45% | Q1 2020 | Q3 2023 | 15 |
THO | THOR INDUSTRIES COM | 15 | 15 | 0.22% | 0.33% | 0.48% | Q1 2020 | Q3 2023 | 15 |
PNC | PNC FINL SVCS GROUP INC | 15 | 15 | 0.23% | 0.33% | 0.40% | Q1 2020 | Q3 2023 | 15 |
PYPL | PAYPAL HOLDINGS INC COM | 15 | 15 | 0.08% | 0.32% | 0.61% | Q1 2020 | Q3 2023 | 15 |
TIP | ISHARES TRUST TIPS BD ETF | 15 | 15 | 0.25% | 0.32% | 0.44% | Q1 2020 | Q3 2023 | 15 |
CTVA | CORTEVA INC COM | 15 | 15 | 0.20% | 0.31% | 0.44% | Q1 2020 | Q3 2023 | 15 |
CMCSA | COMCAST CORP NEW | 15 | 15 | 0.20% | 0.31% | 0.43% | Q1 2020 | Q3 2023 | 15 |
SHV | ISHARES TRUST SHORT TR... | 15 | 15 | 0.22% | 0.31% | 0.46% | Q1 2020 | Q3 2023 | 15 |
CB | CHUBB LIMITED COM | 15 | 15 | 0.19% | 0.31% | 0.51% | Q1 2020 | Q3 2023 | 15 |
ARE | ALEXANDRIA REAL ESTATE... | 15 | 15 | 0.20% | 0.31% | 0.36% | Q1 2020 | Q3 2023 | 15 |
PGX | INVESCO EXCH TRADED FD... | 15 | 15 | 0.19% | 0.29% | 0.42% | Q1 2020 | Q3 2023 | 15 |
HOLX | HOLOGIC INC COM | 15 | 15 | 0.21% | 0.28% | 0.32% | Q1 2020 | Q3 2023 | 15 |
SEE | SEALED AIR CORP NEW | 15 | 15 | 0.16% | 0.27% | 0.36% | Q1 2020 | Q3 2023 | 15 |
CAT | CATERPILLAR INC DEL | 15 | 15 | 0.16% | 0.27% | 0.40% | Q1 2020 | Q3 2023 | 15 |
BLL | BALL CORP COM | 15 | 15 | 0.12% | 0.26% | 0.35% | Q1 2020 | Q3 2023 | 15 |
TGT | TARGET CORP COM | 15 | 15 | 0.11% | 0.25% | 0.44% | Q1 2020 | Q3 2023 | 15 |
TLT | ISHARES TRUST 20 YR TR... | 15 | 15 | 0.14% | 0.25% | 0.44% | Q1 2020 | Q3 2023 | 15 |
GILD | GILEAD SCIENCES INC COM | 15 | 15 | 0.18% | 0.24% | 0.30% | Q1 2020 | Q3 2023 | 15 |
MAR | MARRIOTT INTL INC NEW | 15 | 15 | 0.18% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 15 |
AJG | GALLAGHER (ARTHUR J) &... | 15 | 15 | 0.17% | 0.24% | 0.31% | Q1 2020 | Q3 2023 | 15 |
PLD | PROLOGIS INC COM USD0.01 | 15 | 15 | 0.19% | 0.23% | 0.30% | Q1 2020 | Q3 2023 | 15 |
ABT | ABBOTT LABS | 15 | 15 | 0.16% | 0.23% | 0.28% | Q1 2020 | Q3 2023 | 15 |
RS | RELIANCE STEEL & ALUMI... | 15 | 15 | 0.18% | 0.23% | 0.36% | Q1 2020 | Q3 2023 | 15 |
PSX | PHILLIPS 66 COM | 15 | 15 | 0.11% | 0.22% | 0.33% | Q1 2020 | Q3 2023 | 15 |
MCO | MOODYS CORP COM | 15 | 15 | 0.11% | 0.22% | 0.51% | Q1 2020 | Q3 2023 | 15 |
VRP | INVESCO EXCH TRADED FD... | 15 | 15 | 0.17% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 15 |
DOW | DOW INC COM | 15 | 15 | 0.16% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
IWF | ISHARES TRUST RUS 1000... | 15 | 15 | 0.16% | 0.22% | 0.29% | Q1 2020 | Q3 2023 | 15 |
VUG | VANGUARD INDEX FDS | 15 | 15 | 0.09% | 0.21% | 0.32% | Q1 2020 | Q3 2023 | 15 |
HON | HONEYWELL INTL INC | 15 | 15 | 0.12% | 0.21% | 0.42% | Q1 2020 | Q3 2023 | 15 |
AGG | ISHARES TRUST CORE US ... | 15 | 15 | 0.13% | 0.21% | 0.34% | Q1 2020 | Q3 2023 | 15 |
IJH | ISHARES TRUST CORE S&P... | 15 | 15 | 0.16% | 0.21% | 0.29% | Q1 2020 | Q3 2023 | 15 |
BKNG | BOOKING HOLDINGS INC COM | 15 | 15 | 0.11% | 0.21% | 0.26% | Q1 2020 | Q3 2023 | 15 |
WM | WASTE MGMT INC DEL | 15 | 15 | 0.16% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 15 |
RSP | INVESCO EXCHANGE TRADE... | 15 | 15 | 0.14% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 15 |
KO | COCA-COLA CO COM | 15 | 15 | 0.14% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 15 |
AMT | AMERICAN TOWER CORP US... | 15 | 15 | 0.07% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 15 |
VCIT | VANGUARD SCOTTSDALE FDS | 15 | 15 | 0.10% | 0.20% | 0.30% | Q1 2020 | Q3 2023 | 15 |
SLV | ISHARES SILVER TRUST I... | 15 | 15 | 0.12% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 15 |
ADBE | ADOBE SYSTEMS INCORPOR... | 15 | 15 | 0.10% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 15 |
CTAS | CINTAS CORP COM | 15 | 15 | 0.13% | 0.19% | 0.23% | Q1 2020 | Q3 2023 | 15 |
LANC | LANCASTER COLONY CORP COM | 15 | 15 | 0.14% | 0.19% | 0.28% | Q1 2020 | Q3 2023 | 15 |
LHX | L3 HARRIS TECHNOLOGIES... | 15 | 15 | 0.13% | 0.19% | 0.34% | Q1 2020 | Q3 2023 | 15 |
ANTM | ELEVANCE HEALTH INC COM | 15 | 15 | 0.12% | 0.19% | 0.30% | Q1 2020 | Q3 2023 | 15 |
USMV | ISHARES TRUST MSCI USA... | 15 | 15 | 0.14% | 0.17% | 0.20% | Q1 2020 | Q3 2023 | 15 |
VTV | VANGUARD VALUE ETF | 15 | 15 | 0.11% | 0.17% | 0.43% | Q1 2020 | Q3 2023 | 15 |
EXR | EXTRA SPACE STORAGE IN... | 15 | 15 | 0.11% | 0.17% | 0.24% | Q1 2020 | Q3 2023 | 15 |
T | AT&T INC COM | 15 | 15 | 0.05% | 0.16% | 0.37% | Q1 2020 | Q3 2023 | 15 |
LQD | ISHARES TRUST IBOXX IN... | 15 | 15 | 0.07% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 15 |
VYM | VANGUARD WHITEHALL FDS | 15 | 15 | 0.10% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 15 |
VEA | VANGUARD TAX-MANAGED I... | 15 | 15 | 0.11% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
DPZ | DOMINOS PIZZA INC COM | 15 | 15 | 0.10% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
ABM | ABM INDUSTRIES INC COM | 15 | 15 | 0.12% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
MTB | M & T BK CORP | 15 | 15 | 0.08% | 0.14% | 0.37% | Q1 2020 | Q3 2023 | 15 |
BDX | BECTON DICKINSON & CO COM | 15 | 15 | 0.06% | 0.13% | 0.41% | Q1 2020 | Q3 2023 | 15 |
ITOT | ISHARES TRUST CORE S&P... | 15 | 15 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q3 2023 | 15 |
CL | COLGATE-PALMOLIVE CO COM | 15 | 15 | 0.09% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
EQR | EQUITY RESIDENTIAL SBI... | 15 | 15 | 0.08% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
BAC | BK OF AMERICA CORP | 15 | 15 | 0.06% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
VWO | VANGUARD INTL EQUITY I... | 15 | 15 | 0.09% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
HBAN | HUNTINGTON BANCSHARES ... | 15 | 15 | 0.08% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
CI | THE CIGNA GROUP | 15 | 15 | 0.09% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
ZTS | ZOETIS INC COM CL A | 15 | 15 | 0.08% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
VEU | VANGUARD INTL EQUITY I... | 15 | 15 | 0.09% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
NSC | NORFOLK SOUTHN CORP | 15 | 15 | 0.06% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
ALL | ALLSTATE CORP COM | 15 | 15 | 0.07% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
AME | AMETEK INC COM | 14 | 14 | 0.10% | 0.25% | 0.32% | Q2 2020 | Q3 2023 | 14 |
ADSK | AUTODESK INC COM | 14 | 14 | 0.15% | 0.24% | 0.36% | Q2 2020 | Q3 2023 | 14 |
MDT | MEDTRONIC PLC COM | 14 | 14 | 0.06% | 0.24% | 0.43% | Q1 2020 | Q2 2023 | 14 |
LLY | LILLY ELI & CO | 14 | 14 | 0.09% | 0.21% | 0.35% | Q2 2020 | Q3 2023 | 14 |
DLR | DIGITAL RLTY TR INC | 8 | 6 | 0.11% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 14 |
VZ | VERIZON COMMUNICATIONS... | 14 | 14 | 0.07% | 0.13% | 0.22% | Q1 2020 | Q2 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
COO | COOPER COS INC COM | 14 | 14 | 0.07% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
IDXX | IDEXX LABS INC | 14 | 14 | 0.07% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
PGR | PROGRESSIVE CORP (OHIO... | 8 | 6 | 0.06% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 14 |
KMB | KIMBERLY CLARK CORP COM | 8 | 6 | 0.07% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 14 |
IYR | ISHARES TRUST U.S. REA... | 14 | 14 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CINF | CINCINNATI FINL CORP | 13 | 13 | 0.18% | 0.30% | 0.48% | Q1 2020 | Q1 2023 | 13 |
AVGO | BROADCOM INC COM | 13 | 13 | 0.12% | 0.23% | 0.32% | Q3 2020 | Q3 2023 | 13 |
NVDA | NVIDIA CORPORATION | 13 | 13 | 0.10% | 0.19% | 0.34% | Q3 2020 | Q3 2023 | 13 |
LSI | LIFE STORAGE INC USD0.01 | 13 | 13 | 0.10% | 0.19% | 0.30% | Q2 2020 | Q2 2023 | 13 |
SDY | SPDR SER TR | 13 | 13 | 0.07% | 0.14% | 0.23% | Q3 2020 | Q3 2023 | 13 |
MTD | METTLER-TOLEDO INTL IN... | 13 | 13 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
ISRG | INTUITIVE SURGICAL INC... | 13 | 13 | 0.08% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
DOV | DOVER CORP COM | 8 | 5 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 13 |
EXPD | EXPEDTRS INTL WASH COM | 12 | 12 | 0.08% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TRUST CORE S&P... | 12 | 12 | 0.09% | 0.11% | 0.14% | Q1 2020 | Q4 2022 | 12 |
AOS | SMITH A O CORP COM | 12 | 12 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q1 2023 | 12 |
CCI | CROWN CASTLE INTL CORP... | 9 | 3 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q2 2023 | 12 |
NICE | NICE LTD ADR SPONSORED | 12 | 12 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q2 2023 | 12 |
CSX | CSX CORP COM | 6 | 2 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 12 |
AMX | AMERICA MOVIL SAB DE C... | 12 | 12 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q4 2022 | 12 |
SRLN | SSGA ACTIVE ETF TR BLA... | 11 | 11 | 0.27% | 1.12% | 1.75% | Q1 2021 | Q3 2023 | 11 |
BRKA | BERKSHIRE HATHAWAY INC... | 10 | 1 | 0.24% | 0.28% | 0.33% | Q1 2020 | Q3 2023 | 11 |
CWB | SPDR SER TR | 11 | 11 | 0.09% | 0.20% | 0.29% | Q1 2021 | Q3 2023 | 11 |
WSO | WATSCO INC COM | 11 | 11 | 0.12% | 0.20% | 0.29% | Q1 2021 | Q3 2023 | 11 |
RJF | RAYMOND JAMES FINL INC | 9 | 2 | 0.08% | 0.17% | 0.26% | Q1 2020 | Q4 2022 | 11 |
LIN | LINDE PLC COM | 9 | 2 | 0.07% | 0.17% | 0.32% | Q1 2020 | Q4 2022 | 11 |
EBAY | EBAY INC COM | 11 | 11 | 0.08% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
AMAT | APPLIED MATLS INC | 11 | 11 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
IAU | ISHARES GOLD TRUST ISH... | 10 | 10 | 0.19% | 0.25% | 0.31% | Q2 2021 | Q3 2023 | 10 |
VFC | V F CORP COM | 10 | 10 | 0.11% | 0.25% | 0.35% | Q1 2020 | Q2 2022 | 10 |
SPYG | SPDR SER TR | 10 | 10 | 0.08% | 0.15% | 0.20% | Q1 2020 | Q2 2022 | 10 |
DIOD | DIODES INC COM | 5 | 5 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 10 |
COP | CONOCOPHILLIPS COM | 9 | 1 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 10 |
TROW | PRICE T ROWE GROUPS COM | 9 | 9 | 0.24% | 0.33% | 0.44% | Q1 2020 | Q1 2022 | 9 |
GD | GENERAL DYNAMICS CORP COM | 9 | 9 | 0.10% | 0.29% | 0.42% | Q3 2021 | Q3 2023 | 9 |
AFL | AFLAC INC COM | 7 | 2 | 0.10% | 0.27% | 0.32% | Q1 2020 | Q3 2023 | 9 |
ADM | ARCHER-DANIELS-MIDLAND... | 9 | 9 | 0.09% | 0.20% | 0.31% | Q3 2021 | Q3 2023 | 9 |
AN | AUTONATION INC COM | 9 | 9 | 0.11% | 0.17% | 0.21% | Q3 2020 | Q3 2022 | 9 |
BA | BOEING CO COM | 9 | 9 | 0.06% | 0.13% | 0.30% | Q1 2020 | Q1 2022 | 9 |
CDW | CDW CORP COM | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
CHD | CHURCH & DWIGHT INC | 8 | 1 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q1 2023 | 9 |
MSM | MSC INDUSTRIAL DIRECT ... | 5 | 4 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
AMD | ADVANCED MICRO DEVICES... | 7 | 2 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 9 |
BWA | BORG WARNER INC COM | 5 | 4 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 9 |
IWP | ISHARES TRUST RUS MD C... | 6 | 3 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 9 |
SJM | SMUCKER J M CO | 5 | 3 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 8 |
FDS | FACTSET RESH SYS INC | 8 | 8 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q2 2023 | 8 |
DFS | DISCOVER FINL SVCS | 8 | 8 | 0.07% | 0.11% | 0.16% | Q2 2020 | Q1 2022 | 8 |
LMT | LOCKHEED MARTIN CORP COM | 8 | 8 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q4 2021 | 8 |
IPG | INTERPUBLIC GROUP COS ... | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 8 |
IP | INTERNATIONAL PAPER CO... | 8 | 8 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q2 2022 | 8 |
EL | LAUDER ESTEE COS INC | 5 | 2 | 0.07% | 0.26% | 0.38% | Q1 2021 | Q2 2023 | 7 |
MS | MORGAN STANLEY COM | 7 | 7 | 0.17% | 0.24% | 0.36% | Q4 2020 | Q2 2022 | 7 |
IMO | IMPERIAL OIL LTD | 7 | 7 | 0.13% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
JBHT | J B HUNT TRANSPORT SER... | 7 | 7 | 0.11% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
NTRS | NORTHERN TRUST CORP COM | 7 | 7 | 0.11% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
MET | METLIFE INC COM | 7 | 7 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
SNA | SNAP-ON INC COM | 7 | 7 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
BBY | BEST BUY INC | 7 | 7 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q4 2021 | 7 |
BATH & BODY WORKS INC COM | 4 | 3 | 0.07% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 7 | |
MPC | MARATHON PETROLEUM COR... | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
AGNC | AGNC INVT CORP | 4 | 1 | 0.06% | 0.10% | 0.13% | Q2 2020 | Q3 2022 | 7 |
VB | VANGUARD SMALL CP ETF | 7 | 7 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
SHELL PLC ADR SPONSORED | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 | |
QQQ | INVESCO QQQ TRUST UNIT... | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CAH | CARDINAL HEALTH INC COM | 6 | 6 | 0.25% | 0.38% | 0.46% | Q2 2022 | Q3 2023 | 6 |
HUM | HUMANA INC COM | 6 | 6 | 0.26% | 0.33% | 0.38% | Q2 2022 | Q3 2023 | 6 |
SO | SOUTHERN CO | 6 | 6 | 0.19% | 0.21% | 0.24% | Q1 2020 | Q2 2021 | 6 |
OMC | OMNICOM GROUP INC COM | 6 | 6 | 0.12% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 6 |
BGS | B & G FOODS INC NEW | 6 | 6 | 0.08% | 0.13% | 0.18% | Q4 2020 | Q1 2022 | 6 |
DVY | ISHARES TRUST SELECT D... | 4 | 2 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 6 |
FLO | FLOWERS FOODS INC COM | 6 | 6 | 0.08% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
TTC | TORO CO | 6 | 6 | 0.10% | 0.11% | 0.11% | Q1 2020 | Q2 2021 | 6 |
LB | L BRANDS INC | 6 | 6 | 0.04% | 0.10% | 0.18% | Q1 2020 | Q2 2021 | 6 |
ORLY | OREILLY AUTOMOTIVE INC... | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
GIS | GENERAL MLS INC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
PFG | PRINCIPAL FINANCIAL GR... | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2023 | 6 |
CLX | CLOROX CO DEL | 4 | 2 | 0.06% | 0.09% | 0.14% | Q1 2020 | Q2 2023 | 6 |
TRP | TC ENERGY CORPORATION COM | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
STM | STMICROELECTRONICS N V | 4 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 6 |
MDY | SPDR S&P MIDCAP 400 ET... | 3 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 6 |
IAU | ISHARES GOLD TRUST | 5 | 5 | 0.25% | 0.36% | 0.43% | Q1 2020 | Q1 2021 | 5 |
JKHY | HENRY JACK & ASSOC INC | 5 | 5 | 0.08% | 0.35% | 0.50% | Q1 2020 | Q1 2021 | 5 |
CHE | CHEMED CORP NEW | 5 | 5 | 0.09% | 0.12% | 0.16% | Q1 2020 | Q1 2021 | 5 |
CNC | CENTENE CORPORATION COM | 5 | 5 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q4 2022 | 5 |
ERIE | ERIE INDTY CO | 3 | 1 | 0.06% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 5 |
GABC | GERMAN AMERN BANCORP INC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q1 2023 | 5 |
PSA | PUBLIC STORAGE COM USD... | 3 | 2 | 0.07% | 0.11% | 0.16% | Q1 2020 | Q2 2022 | 5 |
AEP | AMERICAN ELEC PWR CO INC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q1 2020 | Q1 2021 | 5 |
AON | AON PLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CTXS | CITRIX SYS INC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q1 2021 | 5 |
MDC | M.D.C. HLDGS INC COM | 4 | 1 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 5 |
NSA | NATIONAL STORAGE AFFIL... | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
JBL | JABIL INC COM | 4 | 1 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 5 |
GPC | GENUINE PARTS CO | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
ZURN ELKAY WATER SOLNS... | 4 | 4 | 9.64% | 11.21% | 13.65% | Q4 2022 | Q3 2023 | 4 | |
APH | AMPHENOL CORP NEW | 4 | 4 | 0.25% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
IEFA | ISHARES TRUST CORE MSC... | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2021 | Q3 2022 | 4 |
GEORGIA POWER CO NOTE ... | 4 | 4 | 0.15% | 0.16% | 0.18% | Q3 2021 | Q2 2022 | 4 | |
SEIC | SEI INVTS CO | 4 | 4 | 0.10% | 0.14% | 0.19% | Q1 2020 | Q4 2020 | 4 |
BIG WALNUT OHIO LOC SC... | 4 | 4 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q2 2022 | 4 | |
ROST | ROSS STORES INC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q2 2021 | 4 |
UNITED STATES TREASURY... | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 4 | |
EGP | EASTGROUP PROPERTIES I... | 4 | 4 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q1 2022 | 4 |
AMP | AMERIPRISE FINL INC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q1 2021 | 4 |
UFPI | UFP INDUSTRIES INC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
CARTERET N J SCH DIST BDS | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 | |
UNITED STATES TREASURY... | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 | |
OXM | OXFORD INDS INC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
ZOETIS INC NOTE M/W CLBL | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 | |
RANDOLPH TWP N J SCH D... | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 | |
UNITEDHEALTH GROUP INC... | 4 | 4 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q2 2022 | 4 | |
WAPAKONETA OHIO CITY S... | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q2 2022 | 4 | |
ANSS | ANSYS INC COM | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 4 |
UNITEDHEALTH GROUP INC... | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q2 2022 | 4 | |
MARATHON PETROLEUM COR... | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 4 | |
BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 4 | |
UNITEDHEALTH GROUP INC... | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 4 | |
AMER INTL GRP INC NOTE... | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 4 | |
MU | MICRON TECHNOLOGY INC COM | 3 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 4 |
FELE | FRANKLIN ELECTRIC CO I... | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 4 |
PPG | PPG INDS INC | 4 | 4 | 0.06% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
KANSAS CITY MO SCH DIS... | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q2 2022 | 4 | |
UNM | UNUM GROUP | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LUCAS CNTY OHIO GO LTD... | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 | |
DEPTFORD TWP N J SCH D... | 4 | 4 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q2 2022 | 4 | |
XLC | SELECT SECTOR SPDR TRU... | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
REGL | PROSHARES TR | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ETSY | ETSY INC COM | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
UNITED STATES TREASURY... | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 | |
PFF | ISHARES TRUST PFD AND ... | 3 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 4 |
ENSG | ENSIGN GROUP INC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
HBI | HANESBRANDS INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q4 2020 | 4 |
LINDE PLC | 3 | 3 | 0.33% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 | |
SYK | STRYKER CORPORATION | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
EFA | ISHARES TRUST MSCI EAF... | 1 | 1 | 0.06% | 0.18% | 0.25% | Q3 2020 | Q1 2022 | 3 |
ELS | EQUITY LIFESTYLE PPTYS... | 3 | 3 | 0.14% | 0.16% | 0.20% | Q1 2020 | Q3 2020 | 3 |
TSN | TYSON FOODS INC COM CL A | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2022 | 3 |
BNS | BANK OF NOVA SCOTIA COM | 2 | 1 | 0.06% | 0.13% | 0.17% | Q2 2022 | Q1 2023 | 3 |
MKC | MCCORMICK & COMPANY IN... | 3 | 3 | 0.09% | 0.13% | 0.15% | Q2 2022 | Q4 2022 | 3 |
WDAY | WORKDAY INC COM CL A | 3 | 3 | 0.07% | 0.12% | 0.15% | Q3 2021 | Q1 2022 | 3 |
AMERICAN TOWER CORP NO... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 | |
OCONOMOWOC WIS AREA SC... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 | |
TLH | ISHARES TR | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
RDSA | ROYAL DUTCH SHELL PLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q1 2021 | 3 |
SCL | STEPAN CO | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
DHI | D R HORTON INC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
VMC | VULCAN MATLS CO | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
QUALCOMM INC NOTE M/W ... | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 | |
GEORGETOWN KY GO BDS | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 | |
SRE | SEMPRA COM | 2 | 1 | 0.06% | 0.07% | 0.10% | Q1 2022 | Q1 2023 | 3 |
GM | GENERAL MTRS CO | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 3 |
SWKS | SKYWORKS SOLUTIONS INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
AMERICA MOVIL SAB DE CV | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 | |
WELLS FARGO & COMPANY ... | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
CVS HEALTH CORPORATION... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
THREE VLG CENT SCH DIS... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
MERCK & CO INC NOTE M/... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
WAB | WABTEC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MOLSON COORS BEVERAGE ... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
GARDEN CITY KANS GO BDS | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
TOOELE CNTY UTAH SCH D... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
LB | L BRANDS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 0.14% | 0.20% | 0.27% | Q1 2020 | Q2 2020 | 2 |
SU | SUNCOR ENERGY INC NEW | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q2 2020 | 2 |
ECL | ECOLAB INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
WAFD | WASHINGTON FED INC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
OLP | ONE LIBERTY PROPERTIES... | 1 | 1 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q4 2021 | 2 |
AFG | AMERICAN FINANCIAL GRO... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
MANTUA TWP N J GO BDS | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 | |
SCHUYLKILL HAVEN PA AR... | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 | |
PRESCOTT WIS SCH DIST ... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 | |
IWS | ISHARES TRUST RUS MDCP... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
MOPN | MOP ENVIRONMENTAL COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
FAIRFIELD OHIO VARIOUS... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 | |
HRL | HORMEL FOODS CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
YUM | YUM BRANDS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
ELYRIA OHIO VAR PURP G... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 | |
MINT | PIMCO ETF TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
UHT | UNIVERSAL HEALTH RLTY ... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
LAKE CNTY OHIO GO LIFT... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 | |
WFC | WELLS FARGO CO NEW | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
BOEING CO NOTE M/W CLBL | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 | |
MEDP | MEDPACE HOLDINGS INC COM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
PHILIP MORRIS INTL INC... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 | |
LA CROSSE WIS GO PROM NTS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 | |
WELLS FARGO & COMPANY ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 | |
JBSS | SANFILIPPO (JOHN B) & ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
FITB | FIFTH THIRD BANCORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
NXPI | NXP SEMICONDUCTORS N V | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
VO | VANGUARD MID CAP ETF | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
FTNT | FORTINET INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
EXC | EXELON CORP COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
NJR | NEW JERSEY RES CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
DGX | QUEST DIAGNOSTICS INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ALG | ALAMO GROUP INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
EPAM | EPAM SYS INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
LAKE CNTY OHIO GO LTD ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 | |
WAT | WATERS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ADT | ADT INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WTII | WATER TECH INTL IN COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Download |
The securities at the top of the list , including APPLE INC COM, MICROSOFT CORP COM, and SPDR S&P500 ETF TRUST TR UNIT ETF, are the highest-conviction holdings of J. W. Coons Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by J. W. Coons Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that J. W. Coons Advisors, LLC owns currently or has owned in the past.