J. W. Coons Advisors, LLC Purchases in Q1 2025

J. W. Coons Advisors, LLC

  • $371 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
IBM
International Business Machines Corp

Technology
500
+ 2.52%
$217.4 - $264.74 $109K - $132K
20.3K $5.05M
KLAC
Kla Corp

Technology
100
+ 0.93%
$636.62 - $777.63 $63.7K - $77.8K
10.9K $7.4M
XOM
Exxon Mobil Corp

Energy
21
+ 0.05%
$105.44 - $118.93 $2.21K - $2.5K
39.3K $4.67M
WMB
Williams Companies, Inc.

Energy
6.75K
+ 136.29%
$54.02 - $61.09 $365K - $413K
11.7K $699K
FAST
Fastenal CO

Industrials
222
+ 0.35%
$71.11 - $79.98 $15.8K - $17.8K
64K $4.96M
MCD
Mcdonalds Corp

Consumer Cyclical
401
+ 3.63%
$279.74 - $321.29 $112K - $129K
11.4K $3.58M
KR
Kroger CO

Consumer Defensive
460
+ 1.13%
$58.36 - $67.72 $26.8K - $31.2K
41.1K $2.78M
WAT
Waters Corp

Healthcare
763
New
$362.16 - $417.28 $276K - $318K
763 $281K
ASML
Asml Holding Nv

Technology
417
New
$662.63 - $776.99 $276K - $324K
417 $276K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.79K
+ 2.65%
$50.39 - $50.66 $191K - $192K
147K $7.43M
BDX
Becton Dickinson & CO

Healthcare
990
New
$222.79 - $249.08 $221K - $247K
990 $226K
PG
Procter & Gamble CO

Consumer Defensive
896
+ 3.43%
$158.56 - $176.26 $142K - $158K
27K $4.6M
MDT
Medtronic PLC

Healthcare
2.4K
New
$79.84 - $94.5 $192K - $227K
2.4K $215K
GILD
Gilead Sciences, Inc.

Healthcare
48
+ 0.46%
$89.14 - $117.41 $4.28K - $5.64K
10.5K $1.18M
DRI
Darden Restaurants Inc

Consumer Cyclical
1K
New
$180.02 - $208.56 $180K - $209K
1K $208K
CSCO
Cisco Systems, Inc.

Technology
964
+ 1.66%
$58.74 - $64.87 $56.6K - $62.5K
59.2K $3.65M
CB
Chubb LTD

Financial Services
100
+ 1.5%
$257.71 - $301.99 $25.8K - $30.2K
6.76K $2.04M
ENB
Enbridge Inc

Energy
1.06K
+ 1.42%
$41.54 - $45.45 $43.9K - $48K
75.3K $3.34M
KO
Coca Cola CO

Consumer Defensive
970
+ 8.79%
$60.81 - $72.32 $59K - $70.2K
12K $860K
DGX
Quest Diagnostics Inc

Healthcare
1.2K
New
N/A
1.2K $164K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.49K
+ 5.85%
$91.45 - $91.75 $136K - $137K
27K $2.47M
BMY
Bristol Myers Squibb CO

Healthcare
800
+ 4.27%
$53.9 - $63.11 $43.1K - $50.5K
19.5K $1.19M
ABT
Abbott Laboratories

Healthcare
126
+ 2.17%
$111.1 - $140.22 $14K - $17.7K
5.94K $788K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.09K
+ 3.49%
$77.7 - $78.94 $84.6K - $86K
32.3K $2.55M
PSX
Phillips 66

Energy
160
+ 1.66%
$113.93 - $131.55 $18.2K - $21K
9.82K $1.21M
WSO
Watsco Inc

Industrials
5
+ 0.16%
$463.86 - $530.75 $2.32K - $2.65K
3.08K $1.57M
LHX
L3 Harris Technologies, Inc.

Industrials
500
+ 18.79%
$194.65 - $222.86 $97.3K - $111K
3.16K $661K
CI
Cigna Corp

Healthcare
50
+ 3.4%
$274.49 - $329.0 $13.7K - $16.5K
1.52K $500K
HPQ
Hp Inc

Technology
3.87K
+ 60.57%
$27.69 - $34.72 $107K - $134K
10.3K $284K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
520
+ 11.4%
$100.59 - $103.47 $52.3K - $53.8K
5.08K $525K
AMAT
Applied Materials Inc

Technology
1.08K
+ 20.61%
$145.06 - $195.51 $157K - $212K
6.34K $920K
KMB
Kimberly Clark Corp

Consumer Defensive
200
+ 7.41%
$124.46 - $147.4 $24.9K - $29.5K
2.9K $412K
UNM
Unum Group

Financial Services
31
+ 0.5%
$71.8 - $83.34 $2.23K - $2.58K
6.29K $512K
DFS
Discover Financial Services

Financial Services
340
+ 21.28%
$152.99 - $203.25 $52K - $69.1K
1.94K $330K
CL
Colgate Palmolive CO

Consumer Defensive
376
+ 7.34%
$85.68 - $97.5 $32.2K - $36.7K
5.5K $515K
ALL
Allstate Corp

Financial Services
78
+ 3.54%
$180.99 - $210.18 $14.1K - $16.4K
2.28K $472K
EXR
Extra Space Storage Inc.

Real Estate
378
+ 4.28%
$143.8 - $161.28 $54.4K - $61K
9.21K $1.37M
VEU
Vanguard Ftse All World Ex Us

ETFs
258
+ 2.98%
$56.51 - $62.98 $14.6K - $16.2K
8.91K $540K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
310
+ 15.63%
$126.11 - $135.06 $39.1K - $41.9K
2.29K $295K
VCIT
Vanguard Intermediate Term Cor

ETFs
275
+ 2.34%
$79.17 - $82.04 $21.8K - $22.6K
12K $983K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10
+ 0.15%
$87.68 - $94.52 $877 - $945
6.69K $626K
MCO
Moodys Corp

Financial Services
100
+ 4.93%
$437.8 - $527.48 $43.8K - $52.7K
2.13K $990K
SHV
Ishares Tr

ETFs
215
+ 1.36%
$110.11 - $110.51 $23.7K - $23.8K
16K $1.76M
VZ
Verizon Communications Inc

Communication Services
5
+ 0.1%
$37.81 - $46.49 $189 - $232
5.19K $235K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.07%
$47.4 - $52.99 $284 - $318
8.37K $425K
CTRE
Care Trust Reit, Inc.

Real Estate
347
+ 4.07%
$24.93 - $29.13 $8.65K - $10.1K
8.88K $253K
NEE
Nextera Energy Inc

Utilities
750
+ 1.77%
$66.96 - $76.16 $50.2K - $57.1K
43.1K $3.05M
VTV
Vanguard Value ETF

ETFs
52
+ 2.18%
$167.73 - $179.21 $8.72K - $9.32K
2.44K $421K
Activity Summary
Buys All Purchases 87 New Holdings 7 Increased Positions 80 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track J. W. Coons Advisors, LLC Portfolio

Follow J. W. Coons Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J. W. Coons Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on J. W. Coons Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email