$336 Million is the total value of J. W. Coons Advisors, LLC's 262 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC COM | $22,932,000 | +2.9% | 131,295 | +4.7% | 6.83% | +1.5% |
| MSFT | Buy | MICROSOFT CORP COM | $12,072,000 | -1.6% | 39,135 | +7.3% | 3.60% | -3.0% |
| SPY | Buy | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit etf | $11,050,000 | -1.1% | 24,465 | +4.0% | 3.29% | -2.5% |
| PG | Buy | PROCTER & GAMBLE CO COM | $9,402,000 | -5.3% | 61,522 | +1.3% | 2.80% | -6.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $6,494,000 | +2.4% | 12,745 | +0.9% | 1.94% | +1.0% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $5,043,000 | +27.7% | 28,481 | +23.4% | 1.50% | +26.0% |
| ACN | Buy | ACCENTURE PLC COM | $5,032,000 | -8.6% | 14,805 | +11.4% | 1.50% | -9.9% |
| SRLN | Buy | SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETFblackstone senior loan etf | $4,922,000 | +13.0% | 109,595 | +14.8% | 1.47% | +11.5% |
| TXN | Buy | TEXAS INSTRUMENTS INC COM | $4,873,000 | +7.6% | 26,573 | +10.7% | 1.45% | +6.1% |
| GOOGL | Buy | ALPHABET INC COM CL A | $4,782,000 | +2.4% | 1,716 | +6.3% | 1.42% | +0.9% |
| JPST | Buy | JP MORGAN ETF TRUST ULTRA SHRT INC ETFultra shrt inc etf | $4,275,000 | +36.2% | 85,095 | +36.8% | 1.27% | +34.2% |
| KLAC | Buy | KLA CORPORATION COM | $4,107,000 | -1.7% | 11,220 | +15.4% | 1.22% | -3.1% |
| CVS | Buy | CVS HEALTH CORPORATION COM | $3,927,000 | +3.1% | 38,800 | +5.1% | 1.17% | +1.7% |
| FAST | Buy | FASTENAL COM | $3,855,000 | -5.1% | 64,596 | +1.8% | 1.15% | -6.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COM | $3,793,000 | +1.4% | 16,599 | +9.3% | 1.13% | 0.0% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $3,758,000 | -4.0% | 67,347 | +9.0% | 1.12% | -5.3% |
| PEP | Buy | PEPSICO INC COM | $3,753,000 | +6.9% | 22,426 | +10.9% | 1.12% | +5.4% |
| PAYX | Buy | PAYCHEX INC COM | $3,607,000 | +0.6% | 26,395 | +0.6% | 1.08% | -0.8% |
| MRK | Buy | MERCK & CO INC COM | $3,556,000 | +13.9% | 43,334 | +6.4% | 1.06% | +12.4% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $3,504,000 | -5.6% | 25,698 | +9.7% | 1.04% | -7.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC COM CL B | $3,380,000 | +23.1% | 9,584 | +4.6% | 1.01% | +21.3% |
| ENB | Buy | ENBRIDGE INC COM | $3,340,000 | +21.4% | 72,630 | +3.3% | 1.00% | +19.7% |
| TRV | Buy | TRAVELERS COMPANIES INC COM | $3,133,000 | +24.8% | 17,150 | +6.9% | 0.93% | +23.1% |
| NEE | Buy | NEXTERA ENERGY INC COM | $3,136,000 | +0.0% | 36,774 | +9.5% | 0.93% | -1.5% |
| HD | Buy | HOME DEPOT INC COM | $3,080,000 | -20.8% | 10,212 | +9.1% | 0.92% | -21.9% |
| INTC | Buy | INTEL CORP COM | $2,884,000 | -0.1% | 58,100 | +3.8% | 0.86% | -1.6% |
| VCSH | Buy | VANGUARD SHRT TRM CORP BD ETFshrt trm corp bd etf | $2,826,000 | +13.4% | 36,195 | +18.2% | 0.84% | +11.8% |
| XOM | Buy | EXXON MOBIL CORPORATION COM | $2,817,000 | +41.2% | 34,099 | +4.4% | 0.84% | +39.1% |
| KR | Buy | KROGER CO COM | $2,796,000 | +58.1% | 48,813 | +25.0% | 0.83% | +56.0% |
| GLW | Buy | CORNING INC COM | $2,761,000 | +0.1% | 74,850 | +1.0% | 0.82% | -1.3% |
| ITW | Buy | ILLINOIS TOOL WORKS INC COM | $2,642,000 | -14.9% | 12,582 | +0.0% | 0.79% | -16.1% |
| ABBV | Buy | ABBVIE INC COM | $2,596,000 | +20.3% | 16,075 | +0.9% | 0.77% | +18.7% |
| VLO | Buy | VALERO ENERGY CORP COM | $2,550,000 | +48.7% | 25,145 | +10.3% | 0.76% | +46.7% |
| WMT | Buy | WALMART INC COM | $2,544,000 | +9.0% | 17,081 | +5.6% | 0.76% | +7.4% |
| BLK | Buy | BLACKROCK INC COM | $2,399,000 | -9.0% | 3,100 | +8.0% | 0.72% | -10.3% |
| PFE | Buy | PFIZER INC COM | $2,361,000 | +0.6% | 45,521 | +14.7% | 0.70% | -0.7% |
| ORCL | Buy | ORACLE CORP COM | $2,206,000 | -4.3% | 26,643 | +0.8% | 0.66% | -5.7% |
| MCD | Buy | MCDONALD'S CORPORATION COM | $2,187,000 | +9.1% | 8,825 | +18.2% | 0.65% | +7.6% |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM | $2,118,000 | +3.5% | 16,277 | +6.2% | 0.63% | +1.9% |
| MCK | Buy | MCKESSON CORPORATION COM | $2,105,000 | +30.8% | 6,874 | +6.3% | 0.63% | +29.0% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $2,015,000 | +5.9% | 3,493 | +4.3% | 0.60% | +4.3% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $1,943,000 | -5.3% | 14,149 | +6.4% | 0.58% | -6.6% |
| APD | Buy | AIR PRODUCTS & CHEMICALS INC COM | $1,933,000 | -16.1% | 7,657 | +0.9% | 0.58% | -17.2% |
| MBB | Buy | ISHARES TRUST MBS ETFmbs etf | $1,915,000 | -3.3% | 18,854 | +2.1% | 0.57% | -4.7% |
| IJR | Buy | ISHARES TRUST CORE S&P SCP ETFcore s&p scp etf | $1,864,000 | -4.7% | 17,276 | +1.1% | 0.56% | -6.1% |
| LOW | Buy | LOWE'S COMPANIES INC COM | $1,680,000 | +6.6% | 8,152 | +33.8% | 0.50% | +5.3% |
| TJX | Buy | TJX COS INC COM | $1,651,000 | -13.4% | 27,303 | +8.7% | 0.49% | -14.6% |
| V | Buy | VISA INC COM CL A | $1,513,000 | +9.4% | 6,829 | +7.1% | 0.45% | +7.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COM | $1,454,000 | -7.9% | 2,447 | +3.5% | 0.43% | -9.2% |
| CNI | Buy | CANADIAN NATIONAL RAILWAYS CO COM | $1,432,000 | +47.6% | 10,683 | +35.5% | 0.43% | +45.7% |
| BAX | Buy | BAXTER INTERNATIONAL INC COM | $1,390,000 | -9.0% | 17,898 | +0.6% | 0.41% | -10.4% |
| TGT | Buy | TARGET CORP COM | $1,378,000 | -4.8% | 6,484 | +3.7% | 0.41% | -6.2% |
| IEF | Buy | ISHARES TRUST BARCLAYS 7 10 YR ETFbarclays 7 10 yr etf | $1,280,000 | +9.3% | 11,911 | +17.2% | 0.38% | +7.6% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQUITIE COM USD0.01 | $1,196,000 | +8.5% | 5,945 | +20.2% | 0.36% | +6.9% |
| VIG | Buy | VANGUARD DIV APP ETFdiv app etf | $1,191,000 | +1.5% | 7,359 | +7.7% | 0.36% | 0.0% |
| CTVA | Buy | CORTEVA INC COM | $1,155,000 | +23.9% | 20,104 | +2.1% | 0.34% | +22.0% |
| ADI | Buy | ANALOG DEVICES INC COM | $1,149,000 | +6.7% | 6,914 | +12.9% | 0.34% | +4.9% |
| CVX | Buy | CHEVRON CORPORATION COM | $1,146,000 | +39.6% | 7,047 | +0.9% | 0.34% | +37.5% |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP COM | $1,136,000 | -4.9% | 6,180 | +3.5% | 0.34% | -6.1% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC COM CL A | $1,103,000 | +22.4% | 152 | +7500.0% | 0.33% | +21.0% |
| USB | Buy | US BANCORP COM | $1,101,000 | -4.1% | 20,700 | +1.2% | 0.33% | -5.5% |
| CB | Buy | CHUBB LIMITED COM | $1,062,000 | +42.4% | 4,974 | +28.5% | 0.32% | +40.4% |
| SHY | Buy | ISHARES TRUST 1 3 YR TREAS BD ETF1 3 yr treas bd etf | $1,042,000 | +8.2% | 12,482 | +11.0% | 0.31% | +6.5% |
| EL | Buy | ESTEE LAUDER COMPANIES INC COM CL A | $1,006,000 | -21.0% | 3,711 | +7.7% | 0.30% | -22.1% |
| GD | Buy | GENERAL DYNAMICS CORP COM | $987,000 | +26.4% | 4,099 | +9.4% | 0.29% | +24.6% |
| HOLX | Buy | HOLOGIC INC COM | $975,000 | +10.5% | 12,700 | +10.4% | 0.29% | +9.0% |
| PLD | Buy | PROLOGIS INC COM USD0.01 | $977,000 | -0.9% | 6,055 | +3.4% | 0.29% | -2.3% |
| TIP | Buy | ISHARES TRUST TIPS BD ETFtips bd etf | $978,000 | -0.3% | 7,878 | +3.5% | 0.29% | -1.7% |
| MA | Buy | MASTERCARD INCORPORATED COM CL A | $955,000 | +7.1% | 2,660 | +7.4% | 0.28% | +5.6% |
| ADM | Buy | ARCHER-DANIELS-MIDLAND CO COM | $929,000 | +39.9% | 10,300 | +4.8% | 0.28% | +37.8% |
| ANTM | Buy | ANTHEM INC COM | $931,000 | +83.6% | 1,897 | +73.1% | 0.28% | +81.0% |
| SHV | Buy | ISHARES TRUST SHORT TREAS BD ETFshort treas bd etf | $927,000 | +28.6% | 8,405 | +28.6% | 0.28% | +26.6% |
| AME | Buy | AMETEK INC COM | $924,000 | -2.8% | 6,924 | +7.2% | 0.28% | -4.2% |
| AFL | New | AFLAC INC COM | $889,000 | – | 13,790 | +100.0% | 0.26% | – |
| BKNG | Buy | BOOKING HOLDINGS INC COM | $887,000 | +1.7% | 379 | +4.4% | 0.26% | 0.0% |
| LIN | Buy | LINDE PLC COM | $873,000 | +276.3% | 2,735 | +308.2% | 0.26% | +271.4% |
| AJG | Buy | GALLAGHER (ARTHUR J) & CO COM | $868,000 | +21.6% | 4,990 | +18.7% | 0.26% | +19.9% |
| IWF | Buy | ISHARES TRUST RUS 1000 GRW ETFrus 1000 grw etf | $860,000 | -9.1% | 3,100 | +0.0% | 0.26% | -10.5% |
| MAR | Buy | MARRIOTT INTERNATIONAL INC COM CL A | $852,000 | +34.2% | 4,855 | +26.2% | 0.25% | +32.3% |
| IAU | Buy | ISHARES GOLD TRUST ISHARES NEW ETFishares new etf | $833,000 | +35.2% | 22,536 | +27.2% | 0.25% | +33.3% |
| AMT | Buy | AMERICAN TOWER CORP COM USD0.01 | $827,000 | -1.9% | 3,287 | +14.3% | 0.25% | -3.5% |
| CAT | Buy | CATERPILLAR INC COM | $819,000 | +53.7% | 3,680 | +42.6% | 0.24% | +51.6% |
| RS | Buy | RELIANCE STEEL & ALUMINIUM COM | $806,000 | +20.5% | 4,381 | +5.7% | 0.24% | +18.8% |
| ABT | Buy | ABBOTT LABORATORIES COM | $789,000 | +9.0% | 6,653 | +29.1% | 0.24% | +7.3% |
| VRP | Buy | INVESCO EXCHANGE TRADED FUND T VAR RATE PFD ETFvar rate pfd etf | $771,000 | -2.5% | 31,510 | +3.3% | 0.23% | -3.8% |
| LLY | Buy | ELI LILLY AND COMPANY COM | $743,000 | +12.4% | 2,604 | +9.0% | 0.22% | +10.5% |
| DOW | Buy | DOW INC COM | $731,000 | +23.7% | 11,465 | +10.1% | 0.22% | +21.8% |
| WM | Buy | WASTE MANAGEMENT INC COM | $726,000 | +22.4% | 4,550 | +28.2% | 0.22% | +20.7% |
| KO | Buy | COCA-COLA CO COM | $668,000 | +42.7% | 10,778 | +36.4% | 0.20% | +41.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt etf | $660,000 | -2.4% | 4,188 | +0.9% | 0.20% | -3.4% |
| EXR | Buy | EXTRA SPACE STORAGE INC COM USD0.01 | $656,000 | -7.6% | 3,144 | +0.6% | 0.20% | -9.3% |
| WSO | Buy | WATSCO INC COM | $647,000 | -1.2% | 2,119 | +1.4% | 0.19% | -2.5% |
| PYPL | Buy | PAYPAL HOLDINGS INC COM | $641,000 | -37.6% | 5,533 | +1.8% | 0.19% | -38.4% |
| LHX | Buy | L3 HARRIS TECHNOLOGIES INC COM | $636,000 | +42.9% | 2,561 | +22.5% | 0.19% | +41.8% |
| NTRS | New | NORTHERN TRUST CORP COM | $629,000 | – | 5,400 | +100.0% | 0.19% | – |
| GILD | Buy | GILEAD SCIENCES INC COM | $621,000 | -13.0% | 10,412 | +6.1% | 0.18% | -14.4% |
| USMV | Buy | ISHARES TRUST MSCI USA MIN VOL FACTOR ETFmsci usa min vol factor etf | $569,000 | -3.9% | 7,329 | +0.2% | 0.17% | -5.0% |
| COO | Buy | COOPER COS INC COM | $543,000 | +20.1% | 1,295 | +20.2% | 0.16% | +18.2% |
| TLT | Buy | ISHARES TRUST 20 YR TR BD ETF20 yr tr bd etf | $538,000 | +18.5% | 4,055 | +32.5% | 0.16% | +16.8% |
| VYM | Buy | VANGUARD HIGH DIV YLD ETFhigh div yld etf | $518,000 | +0.2% | 4,613 | +0.0% | 0.15% | -1.3% |
| ZTS | Buy | ZOETIS INC COM CL A | $502,000 | -8.2% | 2,625 | +16.6% | 0.15% | -9.1% |
| Buy | GEORGIA POWER CO NOTE M/W CLBLnote m/w clbl | $496,000 | +1.8% | 497 | +3.1% | 0.15% | +0.7% | |
| EBAY | Buy | EBAY INC COM | $488,000 | -5.6% | 8,486 | +8.8% | 0.14% | -7.1% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $484,000 | +4.8% | 3,287 | +4.8% | 0.14% | +2.9% |
| VWO | Buy | VANGUARD FTSE EMR MKT ETFftse emr mkt etf | $478,000 | -3.8% | 10,368 | +3.0% | 0.14% | -5.3% |
| VEA | Buy | VANGUARD FTSE DEV MKT ETFftse dev mkt etf | $457,000 | -6.0% | 9,512 | +0.0% | 0.14% | -7.5% |
| WDAY | Buy | WORKDAY INC COM CL A | $458,000 | -7.5% | 1,915 | +5.6% | 0.14% | -9.3% |
| DVY | New | ISHARES TRUST SELECT DIVID ETFselect divid etf | $446,000 | – | 3,492 | +100.0% | 0.13% | – |
| IVV | Buy | ISHARES TRUST CORE S&P500 ETFcore s&p500 etf | $432,000 | +33.7% | 953 | +40.6% | 0.13% | +31.6% |
| ITOT | Buy | ISHARES TRUST CORE S&P TTL STK ETFcore s&p ttl stk etf | $432,000 | -5.5% | 4,284 | +0.1% | 0.13% | -6.5% |
| VEU | Buy | VANGUARD ALLWRLD EX US ETFallwrld ex us etf | $429,000 | +14.7% | 7,370 | +20.4% | 0.13% | +13.3% |
| IMO | New | IMPERIAL OIL COM | $427,000 | – | 8,910 | +100.0% | 0.13% | – |
| JBHT | New | J B HUNT TRANSPORT SERVICES IN COM | $412,000 | – | 2,058 | +100.0% | 0.12% | – |
| MTD | Buy | METTLER-TOLEDO INTL INC COM | $411,000 | +6.5% | 287 | +26.4% | 0.12% | +4.3% |
| TSN | New | TYSON FOODS INC COM CL A | $404,000 | – | 4,499 | +100.0% | 0.12% | – |
| IDXX | Buy | IDEXX LABORATORIES INC COM | $396,000 | -10.6% | 700 | +4.5% | 0.12% | -11.9% |
| EGP | Buy | EASTGROUP PROPERTIES INC COM USD0.0001 | $397,000 | -9.8% | 1,973 | +2.3% | 0.12% | -11.3% |
| CNC | Buy | CENTENE CORPORATION COM | $391,000 | +12.7% | 4,650 | +9.6% | 0.12% | +11.4% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COM | $394,000 | -4.6% | 26,952 | +0.8% | 0.12% | -6.4% |
| Buy | BIG WALNUT OHIO LOC SCH DIST D GO UNLTD TAX SCH FAC CONgo unltd tax sch fac con | $375,000 | +5.3% | 375 | +7.1% | 0.11% | +3.7% | |
| DIOD | Buy | DIODES INC COM | $376,000 | +1.3% | 4,188 | +24.3% | 0.11% | 0.0% |
| VB | New | VANGUARD SMALL CP ETFsmall cp etf | $360,000 | – | 1,696 | +100.0% | 0.11% | – |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $357,000 | +30.3% | 7,027 | +33.4% | 0.11% | +27.7% |
| CCI | Buy | CROWN CASTLE INTL CORP COM USD0.01 | $352,000 | +11.4% | 1,906 | +25.3% | 0.10% | +9.4% |
| GABC | New | GERMAN AMERN BANCORP COM | $347,000 | – | 9,177 | +100.0% | 0.10% | – |
| Buy | BATH & BODY WORKS INC COM | $343,000 | -28.8% | 7,163 | +3.8% | 0.10% | -30.1% | |
| CL | Buy | COLGATE-PALMOLIVE CO COM | $337,000 | +15.0% | 4,426 | +29.2% | 0.10% | +12.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $298,000 | -23.4% | 2,727 | +1.0% | 0.09% | -24.6% |
| Buy | RANDOLPH TWP N J SCH DIST BRD OF EDUC BDSbrd of educ bds | $294,000 | +13.1% | 300 | +20.0% | 0.09% | +11.4% | |
| CDW | Buy | CDW CORP COM | $297,000 | -2.6% | 1,655 | +10.7% | 0.09% | -4.3% |
| IPG | Buy | INTERPUBLIC GROUP COS INC COM | $293,000 | -4.6% | 8,230 | +0.9% | 0.09% | -6.5% |
| MET | New | METLIFE INC COM | $288,000 | – | 4,115 | +100.0% | 0.09% | – |
| NSA | Buy | NATIONAL STORAGE AFFILIATES TR USD0.01(BEN OF INT)usd0.01(ben of int) | $290,000 | +8.6% | 4,539 | +18.3% | 0.09% | +6.2% |
| SNA | New | SNAP-ON INC COM | $286,000 | – | 1,411 | +100.0% | 0.08% | – |
| QQQ | New | INVESCO QQQ TRUST UNIT SER 1 ETFunit ser 1 etf | $276,000 | – | 761 | +100.0% | 0.08% | – |
| JBSS | New | SANFILIPPO (JOHN B) & SON INC COM | $263,000 | – | 3,165 | +100.0% | 0.08% | – |
| New | SHELL PLC ADR SPONSOREDadr sponsored | $260,000 | – | 4,774 | +100.0% | 0.08% | – | |
| MPC | New | MARATHON PETROLEUM CORP COM | $257,000 | – | 3,000 | +100.0% | 0.08% | – |
| AFG | Buy | AMERICAN FINANCIAL GROUP INC COM | $251,000 | +14.6% | 1,722 | +7.5% | 0.08% | +13.6% |
| STM | Buy | STMICROELECTRONICS ADR SPONSOREDadr sponsored | $248,000 | -4.6% | 5,779 | +8.9% | 0.07% | -6.3% |
| Buy | DEPTFORD TWP N J SCH DIST BRD OF ED BDSbrd of ed bds | $249,000 | +19.1% | 250 | +25.0% | 0.07% | +17.5% | |
| Buy | QUALCOMM INC NOTE M/W CLBLnote m/w clbl | $240,000 | +6.2% | 240 | +6.7% | 0.07% | +5.9% | |
| CHD | Buy | CHURCH & DWIGHT COM | $235,000 | +11.9% | 2,343 | +14.7% | 0.07% | +11.1% |
| FELE | New | FRANKLIN ELECTRIC CO INC COM | $226,000 | – | 2,744 | +100.0% | 0.07% | – |
| BA | Buy | BOEING CO COM | $217,000 | -4.0% | 1,129 | +0.4% | 0.06% | -4.4% |
| VO | New | VANGUARD MID CAP ETFmid cap etf | $219,000 | – | 920 | +100.0% | 0.06% | – |
| EFA | New | ISHARES TRUST MSCI EAFE ETFmsci eafe etf | $216,000 | – | 2,927 | +100.0% | 0.06% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETFutser1 s&pdcrp etf | $214,000 | – | 437 | +100.0% | 0.06% | – |
| SRE | New | SEMPRA COM | $207,000 | – | 1,220 | +100.0% | 0.06% | – |
| New | LAKE CNTY OHIO GO LTD TAX RD IMPT NTSgo ltd tax rd impt nts | $200,000 | – | 200 | +100.0% | 0.06% | – | |
| IWS | Buy | ISHARES TRUST RUS MDCP VAL ETFrus mdcp val etf | $200,000 | -2.9% | 1,673 | +0.1% | 0.06% | -3.2% |
| MOPN | New | MOP ENVIRONMENTAL COM | $0 | – | 200,000 | +100.0% | 0.00% | – |
| WTII | New | WATER TECH INTL IN COM | $0 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 18 | Q2 2024 | 7.1% |
| MICROSOFT CORP COM | 18 | Q2 2024 | 4.9% |
| SPDR S&P500 ETF TRUST TR UNIT ETF | 18 | Q2 2024 | 4.1% |
| PROCTER & GAMBLE CO COM | 18 | Q2 2024 | 3.8% |
| UNITEDHEALTH GROUP INC COM | 18 | Q2 2024 | 1.9% |
| NIKE INC COM CL B | 18 | Q2 2024 | 2.1% |
| JOHNSON & JOHNSON COM | 18 | Q2 2024 | 2.0% |
| MERCK & CO INC COM | 18 | Q2 2024 | 2.0% |
| TEXAS INSTRUMENTS INC COM | 18 | Q2 2024 | 1.7% |
| J P MORGAN EXCHANGE-TRADED F | 18 | Q2 2024 | 2.8% |
View J. W. Coons Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-30 |
| 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 |
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.