J. W. Coons Advisors, LLC Incresed Positions in Q2 2025

J. W. Coons Advisors, LLC

  • $430 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
ADBE
Adobe Inc.

Technology
45
+ 4.05%
$340.0 - $420.68 $15.3K - $18.9K
1.16K $446K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
80
+ 3.49%
$114.78 - $133.31 $9.18K - $10.7K
2.37K $316K
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
Pimco ETF Tr
4.71K
+ 6.51%
N/A
77K $0
2023 ETF Series Trust Ii
800
+ 2.68%
N/A
30.7K $0
Blackrock Inc
962
+ 22.32%
N/A
5.27K $0
Linde PLC
15
+ 0.45%
N/A
3.33K $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
XOM
Exxon Mobil Corp

Energy
488
+ 1.24%
$99.93 - $119.04 $48.8K - $58.1K
39.7K $4.28M
PEP
Pepsico Inc

Consumer Defensive
185
+ 0.77%
$128.02 - $151.37 $23.7K - $28K
24.3K $3.2M
UNH
Unitedhealth Group Inc

Healthcare
104
+ 0.97%
$274.35 - $599.47 $28.5K - $62.3K
10.8K $3.37M
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
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