$279 Million is the total value of J. W. Coons Advisors, LLC's 218 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HBI | Exit | HANESBRANDS INC | $0 | – | -10,900 | -100.0% | -0.06% | – |
CLX | Exit | CLOROX CO DEL | $0 | – | -1,000 | -100.0% | -0.08% | – |
SEIC | Exit | SEI INVTS CO | $0 | – | -4,580 | -100.0% | -0.10% | – |
HRL | Exit | HORMEL FOODS CORP | $0 | – | -9,625 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 15 | Q3 2023 | 7.1% |
MICROSOFT CORP COM | 15 | Q3 2023 | 4.2% |
SPDR S&P500 ETF TRUST TR UNIT ETF | 15 | Q3 2023 | 4.1% |
PROCTER & GAMBLE CO COM | 15 | Q3 2023 | 3.8% |
UNITEDHEALTH GROUP INC COM | 15 | Q3 2023 | 1.9% |
NIKE INC COM CL B | 15 | Q3 2023 | 2.1% |
JOHNSON & JOHNSON COM | 15 | Q3 2023 | 2.0% |
TEXAS INSTRUMENTS INC COM | 15 | Q3 2023 | 1.7% |
MERCK & CO INC COM | 15 | Q3 2023 | 2.0% |
ACCENTURE PLC IRELAND | 15 | Q3 2023 | 1.7% |
View J. W. Coons Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR/A | 2024-02-14 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-13 |
View J. W. Coons Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.