J. W. Coons Advisors, LLC Reduced Holdings in Q2 2025

J. W. Coons Advisors, LLC

  • $430 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-1.17K
- 2.04%
$73.47 - $87.12 $86K - $102K
56.2K $4.45M
TXN
Texas Instruments Inc

Technology
-1.86K
- 6.86%
N/A
25.2K $4.91M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-170
- 8.02%
$390.26 - $489.06 $66.3K - $83.1K
1.95K $790K
PSX
Phillips 66

Energy
-1.71K
- 17.42%
$92.87 - $125.73 $159K - $215K
8.11K $967K
VLO
Valero Energy Corp

Energy
-2.22K
- 8.25%
$104.69 - $141.77 $233K - $315K
24.7K $3.32M
WSO
Watsco Inc

Industrials
-32
- 1.04%
$421.84 - $520.66 $13.5K - $16.7K
3.05K $1.35M
AMGN
Amgen Inc

Healthcare
-12
- 0.18%
$262.28 - $309.85 $3.15K - $3.72K
6.51K $1.82M
LLY
Eli Lilly & CO

Healthcare
-149
- 7.39%
$713.71 - $898.95 $106K - $134K
1.87K $1.45M
UNP
Union Pacific Corp

Industrials
-647
- 17.38%
$208.27 - $238.46 $135K - $154K
3.08K $707K
ECL
Ecolab Inc.

Basic Materials
-770
- 28.74%
$225.65 - $270.95 $174K - $209K
1.91K $514K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.92K
- 12.31%
$90.56 - $109.49 $174K - $210K
13.7K $1.49M
NSA
National Storage Affiliates Trust

Real Estate
-1.26K
- 15.76%
$31.82 - $39.04 $40.2K - $49.3K
6.75K $215K
NEE
Nextera Energy Inc

Utilities
-400
- 0.93%
$64.11 - $75.0 $25.6K - $30K
42.7K $2.96M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-755
- 11.22%
$90.85 - $102.31 $68.6K - $77.2K
5.98K $601K
SHV
Ishares Tr

ETFs
-685
- 4.29%
$110.06 - $110.46 $75.4K - $75.7K
15.3K $1.69M
AFL
Aflac Inc

Financial Services
-247
- 4.19%
$99.77 - $112.45 $24.6K - $27.8K
5.65K $596K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-300
- 3.26%
$83.97 - $92.85 $25.2K - $27.9K
8.9K $785K
VIG
Vanguard Dividend Appreciation

ETFs
-195
- 3.79%
N/A
4.95K $902K
NJR
New Jersey Resources Corp

Utilities
-175
- 2.92%
$44.23 - $49.97 $7.74K - $8.74K
5.82K $260K
HPQ
Hp Inc

Technology
-5
- 0.05%
$21.88 - $29.32 $109 - $147
10.3K $250K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.06K
- 9.24%
$29.0 - $30.68 $30.7K - $32.5K
10.4K $319K
NSC
Norfolk Southern Corp

Industrials
-200
- 19.05%
$206.34 - $257.46 $41.3K - $51.5K
850 $217K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-79
- 0.74%
$22.66 - $26.12 $1.79K - $2.06K
10.5K $257K
CMCSA
Comcast Corp

Communication Services
-300
- 1.79%
$32.84 - $36.72 $9.85K - $11K
16.4K $586K
ITW
Illinois Tool Works Inc

Industrials
-45
- 0.28%
$218.41 - $252.43 $9.83K - $11.4K
15.9K $3.94M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.26K
- 3.7%
$23.32 - $24.45 $29.3K - $30.7K
32.6K $798K
WAT
Waters Corp

Healthcare
-10
- 1.31%
$307.71 - $366.67 $3.08K - $3.67K
753 $262K
KO
Coca Cola CO

Consumer Defensive
-100
- 0.83%
$68.37 - $73.9 $6.84K - $7.39K
11.9K $842K
ZTS
Zoetis Inc.

Healthcare
-30
- 2.06%
$144.41 - $170.3 $4.33K - $5.11K
1.42K $221K
MMM
3 M CO

Industrials
-500
- 4.53%
$126.09 - $154.15 $63K - $77.1K
10.5K $1.6M
UNM
Unum Group

Financial Services
-155
- 2.46%
$70.48 - $82.91 $10.9K - $12.9K
6.13K $495K
LANC
Lancaster Colony Corp

Consumer Defensive
-22
- 0.44%
$159.67 - $192.9 $3.51K - $4.24K
4.97K $858K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-155
- 3.08%
$77.74 - $78.78 $12K - $12.2K
4.88K $383K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-300
- 1.5%
$20.12 - $21.0 $6.04K - $6.3K
19.8K $413K
CAT
Caterpillar Inc

Industrials
-500
- 14.79%
$273.94 - $388.21 $137K - $194K
2.88K $1.12M
SRLN
Ssga Active Trust

ETFs
-325
- 0.51%
$39.47 - $41.59 $12.8K - $13.5K
63K $2.62M
CVS
Cvs Health Corp

Healthcare
-320
- 0.96%
$60.04 - $70.18 $19.2K - $22.5K
32.9K $2.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-855
- 23.92%
$141.37 - $228.57 $121K - $195K
2.72K $615K
CTAS
Cintas Corp

Industrials
-155
- 3.7%
$190.11 - $227.66 $29.5K - $35.3K
4.04K $899K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 1.88%
$57.41 - $74.81 $5.74K - $7.48K
5.22K $388K
VMC
Vulcan Materials CO

Basic Materials
-129
- 4.51%
$226.49 - $276.01 $29.2K - $35.6K
2.73K $712K
RTX
Raytheon Technologies Corp

Industrials
-28
- 0.68%
$113.75 - $148.48 $3.19K - $4.16K
4.08K $595K
AME
Ametek Inc

Industrials
-25
- 0.39%
$151.41 - $182.75 $3.79K - $4.57K
6.32K $1.14M
THO
Thor Industries Inc

Consumer Cyclical
-350
- 4.66%
$64.83 - $89.72 $22.7K - $31.4K
7.17K $636K
INTU
Intuit Inc

Technology
-5
- 1.18%
$544.07 - $787.63 $2.72K - $3.94K
419 $330K
IMO
Imperial Oil LTD

Energy
-105
- 0.88%
$60.22 - $81.91 $6.32K - $8.6K
11.8K $934K
VUG
Vanguard Growth ETF

ETFs
-5
- 0.39%
$329.49 - $438.4 $1.65K - $2.19K
1.29K $565K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-15
- 0.39%
$160.22 - $209.35 $2.4K - $3.14K
3.82K $799K
AXP
American Express CO

Financial Services
-175
- 3.97%
$231.39 - $318.98 $40.5K - $55.8K
4.23K $1.35M
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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