J. W. Coons Advisors, LLC Incresed Positions in Q3 2024

J. W. Coons Advisors, LLC

  • $534 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
357
+ 1.1%
$125.9 - $170.35 $44.9K - $60.8K
32.9K $5.6M
IBM
International Business Machines Corp

Technology
290
+ 1.5%
$175.1 - $223.38 $50.8K - $64.8K
19.6K $4.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 0.34%
$517.38 - $573.86 $31K - $34.4K
17.8K $10.2M
ITW
Illinois Tool Works Inc

Industrials
20
+ 0.12%
$233.14 - $263.97 $4.66K - $5.28K
16.2K $4.24M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.13K
+ 5.68%
$50.25 - $50.74 $358K - $362K
133K $6.72M
ENB
Enbridge Inc

Energy
600
+ 0.82%
$35.27 - $41.18 $21.2K - $24.7K
73.9K $3M
SHV
Ishares Tr

ETFs
3.47K
+ 33.94%
$110.05 - $110.63 $381K - $383K
13.7K $1.51M
PG
Procter & Gamble CO

Consumer Defensive
981
+ 3.9%
$160.76 - $177.82 $158K - $174K
26.2K $4.53M
LANC
Lancaster Colony Corp

Consumer Defensive
2.13K
+ 74.89%
$167.65 - $198.49 $357K - $423K
4.98K $879K
KR
Kroger CO

Consumer Defensive
360
+ 0.9%
$50.43 - $57.3 $18.2K - $20.6K
40.3K $2.31M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 0.51%
$801.83 - $917.05 $20.8K - $23.8K
5.08K $4.5M
AFL
Aflac Inc

Financial Services
536
+ 8.79%
$88.52 - $111.8 $47.4K - $59.9K
6.64K $742K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
334
+ 2.17%
$105.53 - $118.34 $35.2K - $39.5K
15.7K $1.84M
SYK
Stryker Corp

Healthcare
301
+ 9.05%
$315.94 - $371.96 $95.1K - $112K
3.63K $1.31M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
505
+ 15.34%
$150.01 - $182.29 $75.8K - $92.1K
3.8K $690K
GILD
Gilead Sciences, Inc.

Healthcare
35
+ 0.34%
$66.59 - $83.99 $2.33K - $2.94K
10.4K $869K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.13%
$531.86 - $624.21 $1.6K - $1.87K
2.34K $1.44M
CTAS
Cintas Corp

Industrials
3.97K
+ 292.62%
$201.38 - $819.83 $798K - $3.25M
5.32K $1.09M
IAU
Ishares Gold Trust

ETFs
175
+ 0.74%
$44.06 - $50.5 $7.71K - $8.84K
23.7K $1.18M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.42K
+ 9.22%
$81.31 - $83.29 $116K - $118K
16.9K $1.4M
FDS
Factset Research Systems Inc

Financial Services
110
+ 7.17%
$397.04 - $469.48 $43.7K - $51.6K
1.65K $756K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.34K
+ 33.54%
$79.29 - $84.02 $106K - $113K
5.34K $446K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
792
+ 2.69%
$76.94 - $79.54 $60.9K - $63K
30.2K $2.4M
MCO
Moodys Corp

Financial Services
11
+ 0.54%
$421.49 - $494.67 $4.64K - $5.44K
2.05K $970K
LQD
Ishares Iboxx $ Investment Gra

ETFs
830
+ 24.58%
$106.11 - $113.72 $88.1K - $94.4K
4.21K $475K
TLT
Ishares Barclays 20+ Year Trea

ETFs
486
+ 4.75%
$89.91 - $101.33 $43.7K - $49.2K
10.7K $1.05M
XOM
Exxon Mobil Corp

Energy
226
+ 0.58%
$109.72 - $119.0 $24.8K - $26.9K
39.5K $4.63M
AVGO
Broadcom Inc.

Technology
11.8K
+ 876.08%
$136.27 - $1745.86 $1.6M - $20.5M
13.1K $2.26M
MBB
Ishares Tr

ETFs
477
+ 3.36%
$90.85 - $96.66 $43.3K - $46.1K
14.7K $1.41M
ENSG
Ensign Group, Inc

Healthcare
182
+ 4.94%
$124.14 - $153.65 $22.6K - $28K
3.87K $556K
NSA
National Storage Affiliates Trust

Real Estate
1.16K
+ 19.86%
$39.73 - $49.13 $46.1K - $57K
7K $337K
WSO
Watsco Inc

Industrials
20
+ 0.67%
$448.73 - $519.89 $8.97K - $10.4K
3K $1.48M
UFPI
Ufp Industries Inc

Basic Materials
190
+ 5.37%
$107.65 - $135.34 $20.5K - $25.7K
3.73K $488K
ECL
Ecolab Inc.

Basic Materials
70
+ 1.68%
$228.86 - $255.76 $16K - $17.9K
4.24K $1.08M
MET
Metlife Inc

Financial Services
113
+ 1.86%
$67.96 - $82.48 $7.68K - $9.32K
6.2K $511K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
325
+ 3.15%
$114.73 - $120.23 $37.3K - $39.1K
10.6K $1.27M
UNP
Union Pacific Corp

Industrials
7
+ 0.18%
$221.78 - $256.09 $1.55K - $1.79K
3.94K $969K
XSW
Spdr S&P Software & Services E

ETFs
90
+ 1.36%
$142.84 - $160.77 $12.9K - $14.5K
6.72K $1.08M
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.25%
$416.14 - $494.01 $1.66K - $1.98K
1.57K $773K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 0.55%
$391.53 - $469.81 $3.52K - $4.23K
1.64K $770K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
505
+ 4.6%
$57.32 - $62.65 $28.9K - $31.6K
11.5K $716K
IEF
Ishares Barclays

ETFs
135
+ 1.03%
$92.67 - $99.14 $12.5K - $13.4K
13.2K $1.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
515
+ 16.97%
$75.88 - $83.21 $39.1K - $42.9K
3.55K $295K
VB
Vanguard Small Cap ETF

ETFs
50
+ 2.39%
$214.77 - $237.72 $10.7K - $11.9K
2.14K $507K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13
+ 0.2%
$83.76 - $91.82 $1.09K - $1.19K
6.66K $608K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 2.64%
$1015.62 - $1159.62 $10.2K - $11.6K
389 $448K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.7K
+ 6.44%
$11.52 - $12.52 $19.6K - $21.3K
28.1K $347K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.01K
+ 3.57%
$23.61 - $24.64 $23.8K - $24.9K
29.3K $717K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
165
+ 3.6%
$96.25 - $101.98 $15.9K - $16.8K
4.75K $481K
Activity Summary
Buys All Purchases 89 New Holdings 16 Increased Positions 73 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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