J. W. Coons Advisors, LLC Incresed Positions in Q4 2024

J. W. Coons Advisors, LLC

  • $381 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
6.42K
+ 120.24%
$80.13 - $83.77 $514K - $537K
11.8K $943K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.4K
+ 7.88%
$50.37 - $50.6 $526K - $528K
143K $7.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.11K
+ 115.77%
$80.93 - $85.66 $333K - $352K
7.66K $619K
SHV
Ishares Tr

ETFs
2.08K
+ 15.21%
$109.92 - $110.57 $229K - $230K
15.8K $1.73M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.93K
+ 73.38%
$100.24 - $101.35 $193K - $196K
4.56K $458K
KR
Kroger CO

Consumer Defensive
366
+ 0.91%
$55.21 - $63.3 $20.2K - $23.2K
40.7K $2.49M
MA
Mastercard Inc

Financial Services
65
+ 1.76%
$491.3 - $536.15 $31.9K - $34.8K
3.75K $1.98M
ENB
Enbridge Inc

Energy
406
+ 0.55%
$40.4 - $43.92 $16.4K - $17.8K
74.3K $3.15M
TJX
Tjx Companies Inc

Consumer Cyclical
215
+ 0.67%
$112.15 - $127.2 $24.1K - $27.3K
32.4K $3.91M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
5.14K
+ 17.5%
$24.19 - $24.63 $124K - $126K
34.5K $833K
JHG
Janus Henderson Group PLC

Financial Services
1.16K
+ 13.86%
$37.65 - $45.66 $43.8K - $53.1K
9.56K $406K
ENSG
Ensign Group, Inc

Healthcare
948
+ 24.51%
$132.78 - $156.91 $126K - $149K
4.82K $639K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.81K
+ 23.45%
$20.98 - $21.19 $79.9K - $80.7K
20.1K $422K
NJR
New Jersey Resources Corp

Utilities
1.47K
+ 31.5%
$45.17 - $51.61 $66.5K - $76K
6.15K $286K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.33K
+ 25.19%
$31.23 - $33.51 $72.8K - $78.1K
11.6K $364K
GRMN
Garmin LTD

Technology
15
+ 0.86%
$161.91 - $220.77 $2.43K - $3.31K
1.77K $364K
VTWO
Vanguard Russell 2000 ETF

ETFs
530
+ 18.09%
$87.42 - $98.06 $46.3K - $52K
3.46K $309K
ETN
Eaton Corp PLC

Industrials
112
+ 0.89%
$326.96 - $377.52 $36.6K - $42.3K
12.8K $4.23M
CACI
Caci International Inc

Technology
82
+ 14.26%
N/A
657 $281K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
988
+ 3.27%
$77.86 - $79.27 $76.9K - $78.3K
31.2K $2.43M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
10
+ 0.26%
$180.39 - $205.43 $1.8K - $2.05K
3.81K $721K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$116.4 - $138.52 $116 - $139
2.32K $293K
IBM
International Business Machines Corp

Technology
197
+ 1.0%
$204.9 - $238.04 $40.4K - $46.9K
19.8K $4.35M
CTRE
Care Trust Reit, Inc.

Real Estate
1.63K
+ 23.54%
$26.8 - $32.79 $43.6K - $53.3K
8.53K $230K
NTAP
Net App, Inc.

Technology
290
+ 10.96%
$115.31 - $131.11 $33.4K - $38K
2.94K $340K
LQD
Ishares Iboxx $ Investment Gra

ETFs
375
+ 8.91%
$106.56 - $113.11 $40K - $42.4K
4.58K $489K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.14%
$124.26 - $134.12 $621 - $671
3.53K $454K
UNP
Union Pacific Corp

Industrials
350
+ 8.89%
$223.15 - $249.32 $78.1K - $87.3K
4.29K $977K
SYK
Stryker Corp

Healthcare
26
+ 0.72%
$345.14 - $392.15 $8.97K - $10.2K
3.65K $1.32M
VTV
Vanguard Value ETF

ETFs
102
+ 4.47%
$168.32 - $181.87 $17.2K - $18.6K
2.39K $403K
NSA
National Storage Affiliates Trust

Real Estate
2.02K
+ 28.87%
$37.2 - $47.44 $75.2K - $95.9K
9.02K $341K
MET
Metlife Inc

Financial Services
100
+ 1.61%
$78.15 - $88.25 $7.82K - $8.83K
6.3K $515K
Pimco ETF Tr
38.6K
+ 194.85%
N/A
58.4K $0
2023 ETF Series Trust Ii
9.25K
+ 44.24%
N/A
30.1K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
785
+ 8.05%
$44.04 - $49.49 $34.6K - $38.8K
10.5K $464K
IAU
Ishares Gold Trust

ETFs
20
+ 0.08%
$48.37 - $52.65 $967 - $1.05K
23.7K $1.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
695
+ 8.74%
$57.29 - $63.1 $39.8K - $43.9K
8.65K $496K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
142
+ 2.99%
$96.64 - $101.23 $13.7K - $14.4K
4.89K $474K
SLV
I Shares Silver Trust

ETFs
1.2K
+ 5.71%
$26.33 - $31.74 $31.6K - $38.1K
22.2K $584K
LANC
Lancaster Colony Corp

Consumer Defensive
10
+ 0.2%
$172.18 - $200.28 $1.72K - $2K
4.99K $863K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13
+ 0.2%
$88.59 - $94.57 $1.15K - $1.23K
6.68K $592K
WSO
Watsco Inc

Industrials
75
+ 2.5%
$466.57 - $568.78 $35K - $42.7K
3.07K $1.46M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
231
+ 2.04%
$27.09 - $32.06 $6.26K - $7.41K
11.6K $324K
UFPI
Ufp Industries Inc

Basic Materials
75
+ 2.01%
$112.19 - $139.02 $8.41K - $10.4K
3.8K $428K
AMAT
Applied Materials Inc

Technology
699
+ 15.33%
$161.44 - $213.89 $113K - $150K
5.26K $855K
ECL
Ecolab Inc.

Basic Materials
55
+ 1.3%
$234.32 - $261.43 $12.9K - $14.4K
4.3K $1.01M
NXPI
Nxp Semiconductors N.V.

Technology
60
+ 2.06%
$207.27 - $255.58 $12.4K - $15.3K
2.97K $617K
IMO
Imperial Oil LTD

Energy
320
+ 2.66%
$61.13 - $79.21 $19.6K - $25.3K
12.4K $761K
BAX
Baxter International Inc

Healthcare
200
+ 1.68%
$28.63 - $37.84 $5.73K - $7.57K
12.1K $352K
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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