J. W. Coons Advisors, LLC Reduced Holdings in Q1 2025

J. W. Coons Advisors, LLC

  • $371 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.07K
- 1.73%
$209.68 - $247.1 $434K - $511K
117K $26M
MSFT
Microsoft Corp

Technology
-200
- 0.45%
$375.39 - $447.2 $75.1K - $89.4K
44.7K $16.8M
GOOGL
Alphabet Inc.

Communication Services
-496
- 1.41%
$154.33 - $206.19 $76.5K - $102K
34.7K $5.36M
AVGO
Broadcom Inc.

Technology
-1.12K
- 9.16%
$167.43 - $244.7 $187K - $273K
11.1K $1.86M
AMZN
Amazon Com Inc

Consumer Cyclical
-586
- 2.28%
$190.26 - $242.06 $111K - $142K
25.1K $4.78M
ORCL
Oracle Corp

Technology
-69
- 0.22%
$139.81 - $186.47 $9.65K - $12.9K
31.5K $4.4M
ETN
Eaton Corp PLC

Industrials
-60
- 0.47%
$271.83 - $371.23 $16.3K - $22.3K
12.7K $3.45M
ECL
Ecolab Inc.

Basic Materials
-1.62K
- 37.68%
$229.72 - $269.82 $372K - $437K
2.68K $679K
ADI
Analog Devices Inc

Technology
-525
- 3.24%
$201.56 - $243.82 $106K - $128K
15.7K $3.16M
ADBE
Adobe Inc.

Technology
-412
- 27.07%
$377.84 - $464.11 $156K - $191K
1.11K $425K
THO
Thor Industries Inc

Consumer Cyclical
-700
- 8.52%
$75.81 - $105.39 $53.1K - $73.8K
7.52K $569K
DIS
Walt Disney CO

Communication Services
-150
- 1.03%
$96.87 - $114.0 $14.5K - $17.1K
14.5K $1.43M
SRLN
Ssga Active Trust

ETFs
-3.46K
- 5.18%
$41.02 - $41.99 $142K - $145K
63.3K $2.6M
AXP
American Express CO

Financial Services
-190
- 4.13%
$255.39 - $325.87 $48.5K - $61.9K
4.41K $1.19M
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 0.49%
$347.25 - $424.87 $12.5K - $15.3K
7.3K $2.67M
EXPD
Expeditors International Of Washington Inc

Industrials
-1.75K
- 38.49%
$109.09 - $126.48 $190K - $221K
2.79K $335K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-202
- 8.7%
$497.6 - $606.74 $101K - $123K
2.12K $1.05M
CAT
Caterpillar Inc

Industrials
-100
- 2.87%
$326.75 - $407.63 $32.7K - $40.8K
3.38K $1.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-150
- 6.54%
$360.07 - $417.26 $54K - $62.6K
2.14K $773K
ITW
Illinois Tool Works Inc

Industrials
-210
- 1.3%
$244.9 - $274.48 $51.4K - $57.6K
16K $3.96M
TXN
Texas Instruments Inc

Technology
-630
- 2.27%
N/A
27.1K $5.27M
DOW
Dow Inc.

Basic Materials
-1.42K
- 10.54%
$34.36 - $41.92 $48.9K - $59.6K
12.1K $421K
APD
Air Products & Chemicals, Inc.

Basic Materials
-440
- 21.9%
$283.24 - $338.07 $125K - $149K
1.57K $462K
CTAS
Cintas Corp

Industrials
-1.14K
- 21.39%
$182.09 - $208.14 $208K - $237K
4.19K $861K
UNP
Union Pacific Corp

Industrials
-565
- 13.18%
$225.21 - $254.42 $127K - $144K
3.72K $879K
INTU
Intuit Inc

Technology
-121
- 22.2%
$555.63 - $630.23 $67.2K - $76.3K
424 $260K
VMC
Vulcan Materials CO

Basic Materials
-50
- 1.72%
$220.9 - $277.54 $11K - $13.9K
2.86K $667K
SYK
Stryker Corp

Healthcare
-335
- 9.17%
$355.18 - $399.9 $119K - $134K
3.32K $1.24M
ADP
Automatic Data Processing Inc

Industrials
-701
- 6.51%
$286.85 - $318.64 $201K - $223K
10.1K $3.08M
BAX
Baxter International Inc

Healthcare
-3.9K
- 32.22%
$29.26 - $36.57 $114K - $143K
8.21K $280K
AME
Ametek Inc

Industrials
-90
- 1.4%
$170.39 - $190.43 $15.3K - $17.1K
6.35K $1.09M
HON
Honeywell International Inc

Industrials
-164
- 8.24%
$202.75 - $226.52 $33.3K - $37.1K
1.83K $386K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.25K
- 16.48%
$11.22 - $11.8 $47.7K - $50.2K
21.5K $241K
OMC
Omnicom Group Inc.

Communication Services
-181
- 1.59%
$79.43 - $88.34 $14.4K - $16K
11.2K $926K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-80
- 25.48%
$1187.71 - $1432.58 $95K - $115K
234 $335K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-952
- 8.23%
$25.93 - $29.28 $24.7K - $27.9K
10.6K $288K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-505
- 6.98%
$97.38 - $104.52 $49.2K - $52.8K
6.73K $687K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-450
- 4.34%
$114.57 - $118.14 $51.6K - $53.2K
9.92K $1.17M
NSA
National Storage Affiliates Trust

Real Estate
-1.01K
- 11.24%
$35.92 - $39.59 $36.4K - $40.1K
8.01K $315K
VIG
Vanguard Dividend Appreciation

ETFs
-120
- 2.28%
N/A
5.15K $937K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-625
- 6.36%
$85.29 - $92.57 $53.3K - $57.9K
9.2K $837K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-30
- 0.69%
$169.43 - $182.84 $5.08K - $5.49K
4.31K $747K
TJX
Tjx Companies Inc

Consumer Cyclical
-377
- 1.16%
$112.81 - $126.16 $42.5K - $47.6K
32K $3.9M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-575
- 1.67%
$24.07 - $24.5 $13.8K - $14.1K
33.9K $821K
PFF
Ishares Trust Ishares Pfd And

ETFs
-105
- 0.91%
$30.73 - $32.26 $3.23K - $3.39K
11.5K $352K
CAH
Cardinal Health Inc

Healthcare
-445
- 16.64%
$118.02 - $137.77 $52.5K - $61.3K
2.23K $307K
2023 ETF Series Trust Ii
-293
- 0.97%
N/A
29.9K $0
Blackrock Inc
-56
- 1.28%
N/A
4.31K $0
AFL
Aflac Inc

Financial Services
-431
- 6.81%
$100.99 - $111.19 $43.5K - $47.9K
5.9K $656K
Activity Summary
Buys All Purchases 87 New Holdings 7 Increased Positions 80 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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