J. W. Coons Advisors, LLC Top Holdings and 13F Report (2025) About J. W. Coons Advisors, LLCInvestment ActivityJ. W. Coons Advisors, LLC has $442.02 million in total holdings as of June 30, 2025.J. W. Coons Advisors, LLC owns shares of 240 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 10.73% of the portfolio was purchased this quarter.About 1.33% of the portfolio was sold this quarter.This quarter, J. W. Coons Advisors, LLC has purchased 231 new stocks and bought additional shares in 87 stocks.J. W. Coons Advisors, LLC sold shares of 55 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $26,406,699Zurn Elkay Water Solutions Cor $25,166,158Microsoft $23,905,829SPDR S&P 500 ETF Trust $10,975,488KLA $9,747,443 Largest New Holdings this Quarter 902252105 - Tyler Technologies $1,143,589 Holding835699307 - Sony $1,119,551 Holding81762P102 - ServiceNow $1,093,878 Holding922475108 - Veeva Systems $1,055,735 Holding46654Q575 - J P MORGAN EXCHANGE TRADED F $871,041 Holding Largest Purchases this Quarter Applied Materials 24,815 shares (about $4.54M)Costco Wholesale 2,800 shares (about $2.77M)Fastenal 64,372 shares (about $2.70M)Apple 11,557 shares (about $2.37M)Stryker 4,810 shares (about $1.90M) Largest Sales this Quarter Texas Instruments 1,857 shares (about $385.55K)Eaton 1,010 shares (about $360.56K)Valero Energy 2,221 shares (about $298.55K)Broadcom 1,054 shares (about $290.54K)Analog Devices 1,144 shares (about $272.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJ. W. Coons Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,406,699$2,371,158 ▲9.9%128,7066.0%Computer and TechnologyZWSZurn Elkay Water Solutions Cor$25,166,1580.0%688,1645.7%Business ServicesMSFTMicrosoft$23,905,829$1,696,652 ▲7.6%48,0615.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,975,488$21,625 ▼-0.2%17,7642.5%FinanceKLACKLA$9,747,4430.0%10,8822.2%Computer and TechnologyGOOGLAlphabet$7,859,506$1,751,726 ▲28.7%44,5981.8%Computer and TechnologyJPMJPMorgan Chase & Co.$7,778,938$66,680 ▲0.9%26,8321.8%FinanceJPSTJPMorgan Ultra-Short Income ETF$7,530,035$93,251 ▲1.3%148,5801.7%ETFCOSTCostco Wholesale$7,528,573$2,771,861 ▲58.3%7,6051.7%Retail/WholesaleIBMInternational Business Machines$7,071,773$1,085,380 ▲18.1%23,9901.6%Computer and TechnologyORCLOracle$6,993,756$109,096 ▲1.6%31,9891.6%Computer and TechnologyAMZNAmazon.com$6,516,980$1,010,072 ▲18.3%29,7051.5%Retail/WholesaleACNAccenture$6,425,587$1,322,300 ▲25.9%21,4981.5%Computer and TechnologyBRK.BBerkshire Hathaway$5,968,171$755,858 ▲14.5%12,2861.4%FinanceAMATApplied Materials$5,704,138$4,542,916 ▲391.2%31,1581.3%Computer and TechnologyTRVTravelers Companies$5,551,4670.0%20,7501.3%FinanceBLACKROCK INC$5,531,792$1,009,405 ▲22.3%5,2721.3%COMFASTFastenal$5,389,747$2,703,631 ▲100.7%128,3271.2%Retail/WholesaleTXNTexas Instruments$5,236,204$385,552 ▼-6.9%25,2201.2%Computer and TechnologyWMTWalmart$5,043,812$18,578 ▲0.4%51,5831.1%Retail/WholesaleTJXTJX Companies$4,706,328$752,054 ▲19.0%38,1111.1%Retail/WholesaleMRKMerck & Co., Inc.$4,450,376$92,617 ▼-2.0%56,2201.0%MedicalPGProcter & Gamble$4,323,149$23,898 ▲0.6%27,1351.0%Consumer StaplesVVisa$4,296,343$1,837,334 ▲74.7%12,1011.0%Business ServicesXOMExxon Mobil$4,284,114$52,607 ▲1.2%39,7411.0%EnergyNVDANVIDIA$4,257,041$127,182 ▲3.1%26,9451.0%Computer and TechnologyETNEaton$4,172,143$360,560 ▼-8.0%11,6870.9%IndustrialsCSCOCisco Systems$4,104,4160.0%59,1580.9%Computer and TechnologyITWIllinois Tool Works$3,936,552$11,126 ▼-0.3%15,9210.9%IndustrialsHDHome Depot$3,890,055$1,215,413 ▲45.4%10,6100.9%Retail/WholesaleMAMastercard$3,726,225$1,618,388 ▲76.8%6,6310.8%Business ServicesJNJJohnson & Johnson$3,576,963$45,825 ▲1.3%23,4170.8%MedicalMCDMcDonald's$3,555,440$211,240 ▲6.3%12,1690.8%Retail/WholesaleENBEnbridge$3,523,087$108,632 ▲3.2%77,7380.8%EnergyAPHAmphenol$3,494,862$587,958 ▲20.2%35,3910.8%Computer and TechnologyADIAnalog Devices$3,453,671$272,295 ▼-7.3%14,5100.8%Computer and TechnologyUNHUnitedHealth Group$3,371,459$32,445 ▲1.0%10,8070.8%MedicalGLWCorning$3,343,5680.0%63,5780.8%Computer and TechnologyVLOValero Energy$3,319,777$298,547 ▼-8.3%24,6970.8%EnergySYKStryker$3,215,681$1,902,981 ▲145.0%8,1280.7%MedicalPEPPepsiCo$3,204,693$24,427 ▲0.8%24,2710.7%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,171,382$697,607 ▲28.2%34,5730.7%ETFSYYSysco$3,142,7560.0%41,4940.7%Consumer StaplesADPAutomatic Data Processing$3,106,466$1,850 ▲0.1%10,0730.7%Computer and TechnologyKRKroger$2,996,952$47,055 ▲1.6%41,7810.7%Retail/WholesaleNEENextEra Energy$2,961,597$27,768 ▼-0.9%42,6620.7%UtilitiesAVGOBroadcom$2,763,943$290,535 ▼-9.5%10,0270.6%Computer and TechnologyBKNGBooking$2,686,208$1,007,328 ▲60.0%4640.6%Retail/WholesaleMETAMeta Platforms$2,672,651$84,881 ▲3.3%3,6210.6%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,623,322$56,763 ▲2.2%32,9980.6%ETFSRLNSPDR Blackstone Senior Loan ETF$2,619,963$13,517 ▼-0.5%62,9950.6%ETFNKENIKE$2,489,597$7,104 ▼-0.3%35,0450.6%Consumer DiscretionaryCVSCVS Health$2,271,857$22,074 ▼-1.0%32,9350.5%MedicalPAYXPaychex$2,254,788$50,039 ▲2.3%15,5010.5%Computer and TechnologyCSLCarlisle Companies$2,128,3800.0%5,7000.5%Multi-Sector ConglomeratesGOOGAlphabet$2,089,6550.0%11,7800.5%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$2,042,917$124,871 ▲6.5%76,9750.5%ETFAMPAmeriprise Financial$1,982,374$1,123,559 ▲130.8%3,7140.4%FinanceLOWLowe's Companies$1,958,212$29,952 ▲1.6%8,8260.4%Retail/WholesaleCBChubb$1,957,9280.0%6,7580.4%FinanceMSIMotorola Solutions$1,884,084$1,545,193 ▲456.0%4,4810.4%Computer and TechnologyDISWalt Disney$1,821,882$28,523 ▲1.6%14,6910.4%Consumer DiscretionaryAMGNAmgen$1,817,153$3,351 ▼-0.2%6,5080.4%MedicalABBVAbbVie$1,798,844$4,455 ▲0.2%9,6910.4%MedicalEMREmerson Electric$1,733,2900.0%13,0000.4%IndustrialsSHViShares Short Treasury Bond ETF$1,687,770$75,638 ▼-4.3%15,2850.4%ETFMMM3M$1,604,762$76,120 ▼-4.5%10,5410.4%Multi-Sector ConglomeratesLINDE PLC$1,561,432$7,038 ▲0.5%3,3280.4%SHSFDSFactSet Research Systems$1,549,858$903,525 ▲139.8%3,4650.4%Business ServicesGILDGilead Sciences$1,511,159$347,799 ▲29.9%13,6300.3%MedicalEXRExtra Space Storage$1,498,365$140,209 ▲10.3%10,1630.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,492,951$209,516 ▼-12.3%13,6600.3%ETFIAUiShares Gold Trust$1,477,3710.0%23,6910.3%FinanceCTVACorteva$1,468,5400.0%19,7040.3%Consumer StaplesMARMarriott International$1,467,6850.0%5,3720.3%Consumer DiscretionaryBRK.ABerkshire Hathaway$1,457,6000.0%20.3%FinanceLLYEli Lilly and Company$1,454,603$116,150 ▼-7.4%1,8660.3%MedicalAXPAmerican Express$1,349,898$55,820 ▼-4.0%4,2320.3%FinanceWSOWatsco$1,345,818$14,134 ▼-1.0%3,0470.3%ConstructionXSWSPDR S&P Software & Services ETF$1,277,504$6,644 ▲0.5%6,7300.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,271,409$497 ▲0.0%15,3440.3%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$1,230,0700.0%12,8440.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,196,855$15,482 ▲1.3%10,0500.3%ETFMBBiShares MBS ETF$1,186,2070.0%12,6340.3%ETFICEIntercontinental Exchange$1,173,2910.0%6,3950.3%FinanceWMBWilliams Companies$1,167,324$431,944 ▲58.7%18,5850.3%EnergyMCKMcKesson$1,150,4650.0%1,5700.3%MedicalAMEAMETEK$1,144,030$4,524 ▼-0.4%6,3220.3%Computer and TechnologyTYLTyler Technologies$1,143,589$1,143,589 ▲New Holding1,9290.3%Computer and TechnologyENSGThe Ensign Group$1,129,338$347,856 ▲44.5%7,3210.3%MedicalSONYSony$1,119,551$1,119,551 ▲New Holding43,0100.3%Consumer DiscretionaryCATCaterpillar$1,118,045$194,105 ▼-14.8%2,8800.3%IndustrialsCVXChevron$1,094,402$4,296 ▲0.4%7,6430.2%EnergyNOWServiceNow$1,093,878$1,093,878 ▲New Holding1,0640.2%Computer and TechnologyMCOMoody's$1,067,3840.0%2,1280.2%FinanceVEEVVeeva Systems$1,055,735$1,055,735 ▲New Holding3,6660.2%Medical2023 ETF SERIES TRUST II$1,050,207$27,408 ▲2.7%30,6540.2%GMO US QUALITY EWMWaste Management$1,041,1310.0%4,5500.2%Business ServicesCNICanadian National Railway$1,028,1790.0%9,8830.2%TransportationPNCThe PNC Financial Services Group$1,019,7180.0%5,4700.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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