J. W. Coons Advisors, LLC Purchases in Q2 2025

J. W. Coons Advisors, LLC

  • $430 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
250
+ 44.25%
$415.82 - $510.91 $104K - $128K
815 $415K
LHX
L3 Harris Technologies, Inc.

Industrials
75
+ 2.37%
$200.21 - $256.99 $15K - $19.3K
3.24K $811K
VB
Vanguard Small Cap ETF

ETFs
480
+ 36.17%
$193.73 - $237.37 $93K - $114K
1.81K $428K
EXR
Extra Space Storage Inc.

Real Estate
951
+ 10.32%
$126.61 - $152.99 $120K - $145K
10.2K $1.5M
ASML
Asml Holding Nv

Technology
70
+ 16.79%
$595.37 - $815.24 $41.7K - $57.1K
487 $390K
NFLX
Netflix Inc

Communication Services
15
+ 6.52%
$855.86 - $1339.13 $12.8K - $20.1K
245 $328K
SLV
I Shares Silver Trust

ETFs
2K
+ 9.01%
$27.08 - $33.74 $54.2K - $67.5K
24.2K $794K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.84K
+ 1.25%
$50.36 - $50.68 $92.7K - $93.3K
149K $7.53M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
800
+ 10.4%
$71.28 - $83.74 $57K - $67K
8.5K $711K
GROW
U S Global Investors Inc

Financial Services
37K
New
$2.05 - $2.6 $75.9K - $96.2K
37K $96K
NTAP
Net App, Inc.

Technology
166
+ 4.29%
$76.1 - $106.55 $12.6K - $17.7K
4.03K $429K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
714
+ 2.21%
$77.94 - $79.5 $55.6K - $56.8K
33K $2.62M
CRM
Salesforce, Inc.

Technology
200
+ 10.65%
$236.26 - $291.15 $47.3K - $58.2K
2.08K $566K
RSP
Invesco S&P 500 Equal Weight E

ETFs
132
+ 3.06%
$152.93 - $181.74 $20.2K - $24K
4.45K $807K
VEA
Vanguard Ftse Developed Market

ETFs
85
+ 1.02%
$45.65 - $57.01 $3.88K - $4.85K
8.46K $482K
SPGI
S&P Global Inc.

Financial Services
50
+ 3.54%
$438.31 - $527.29 $21.9K - $26.4K
1.46K $770K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$104.34 - $138.68 $104 - $139
2.32K $321K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.11%
$108.12 - $135.04 $432 - $540
3.54K $478K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20
+ 0.19%
$39.89 - $49.46 $798 - $989
10.6K $522K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.04%
$51.16 - $62.02 $205 - $248
11K $683K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
415
+ 8.17%
$102.02 - $103.5 $42.3K - $43K
5.5K $565K
JHG
Janus Henderson Group PLC

Financial Services
265
+ 2.55%
$29.47 - $38.84 $7.81K - $10.3K
10.7K $414K
DRI
Darden Restaurants Inc

Consumer Cyclical
121
+ 12.08%
$186.58 - $225.78 $22.6K - $27.3K
1.12K $244K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.06%
$276.76 - $326.81 $1.66K - $1.96K
10.1K $3.11M
CTRE
Care Trust Reit, Inc.

Real Estate
422
+ 4.75%
$26.65 - $30.69 $11.2K - $13K
9.3K $284K
ROST
Ross Stores, Inc.

Consumer Cyclical
215
+ 11.53%
$126.62 - $154.26 $27.2K - $33.2K
2.08K $265K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
130
+ 1.31%
$116.93 - $119.39 $15.2K - $15.5K
10.1K $1.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
80
+ 3.49%
$114.78 - $133.31 $9.18K - $10.7K
2.37K $316K
ADBE
Adobe Inc.

Technology
45
+ 4.05%
$340.0 - $420.68 $15.3K - $18.9K
1.16K $446K
ADSK
Autodesk, Inc.

Technology
75
+ 2.94%
N/A
2.63K $645K
PFE
Pfizer Inc

Healthcare
2K
+ 6.0%
$21.59 - $24.84 $43.1K - $49.6K
35.2K $854K
MET
Metlife Inc

Financial Services
42
+ 0.64%
$68.42 - $82.49 $2.87K - $3.46K
6.62K $532K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6
+ 0.04%
$82.21 - $83.12 $493 - $499
15.3K $1.27M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10
+ 0.15%
$85.42 - $94.39 $854 - $944
6.7K $628K
Blackrock Inc
962
+ 22.32%
N/A
5.27K $0
2023 ETF Series Trust Ii
800
+ 2.68%
N/A
30.7K $0
J P Morgan Exchange Traded F
17.4K
New
N/A
17.4K $0
Linde PLC
15
+ 0.45%
N/A
3.33K $0
Pimco ETF Tr
4.71K
+ 6.51%
N/A
77K $0
SNA
Snap On Inc

Industrials
147
+ 7.19%
$292.36 - $342.2 $43K - $50.3K
2.19K $681K
VZ
Verizon Communications Inc

Communication Services
5
+ 0.1%
$41.67 - $45.62 $208 - $228
5.2K $224K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.28K
+ 1400.0%
$87.84 - $1441.89 $288K - $4.72M
3.51K $316K
MCD
Mcdonalds Corp

Consumer Cyclical
723
+ 6.32%
$285.55 - $321.23 $206K - $232K
12.2K $3.56M
LOW
Lowes Companies Inc

Consumer Cyclical
135
+ 1.55%
$210.83 - $235.28 $28.5K - $31.8K
8.83K $1.96M
PAYX
Paychex Inc

Industrials
344
+ 2.27%
$137.01 - $159.78 $47.1K - $55K
15.5K $2.25M
CVX
Chevron Corp

Energy
30
+ 0.39%
$133.73 - $168.51 $4.01K - $5.06K
7.64K $1.09M
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.25%
$170.16 - $206.27 $4.08K - $4.95K
9.69K $1.8M
JNJ
Johnson & Johnson

Healthcare
300
+ 1.3%
$146.36 - $159.82 $43.9K - $47.9K
23.4K $3.58M
PG
Procter & Gamble CO

Consumer Defensive
150
+ 0.56%
$157.66 - $172.39 $23.6K - $25.9K
27.1K $4.32M
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 55 Reductions 55 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