J. W. Coons Advisors, LLC Portfolio Holdings
J. W. Coons Advisors, LLC
- $381 Million
- Q4 2024
J. W. Coons Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $381 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.9M, Zurn Water Solutions Corp with a value of $25.7M, Microsoft Corp with a value of $18.9M, Spdr S&P 500 ETF Trust with a value of $10.4M, and Jp Morgan ETF Tr Ultra Short I with a value of $7.2M.
Examining the 13F form we can see an decrease of $153M in the current position value, from $534M to 381M.
Below you can find more details about J. W. Coons Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$381 Million
Technology: $101 Million
Industrials: $62.7 Million
ETFs: $54.4 Million
Financial Services: $35.1 Million
Healthcare: $32.7 Million
Consumer Cyclical: $26.6 Million
Consumer Defensive: $26.1 Million
Energy: $15.2 Million
Other: $27.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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