J. W. Coons Advisors, LLC Top Holdings and 13F Report (2025) About J. W. Coons Advisors, LLCInvestment ActivityJ. W. Coons Advisors, LLC has $379.08 million in total holdings as of March 31, 2025.J. W. Coons Advisors, LLC owns shares of 231 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 1.91% of the portfolio was sold this quarter.This quarter, J. W. Coons Advisors, LLC has purchased 229 new stocks and bought additional shares in 80 stocks.J. W. Coons Advisors, LLC sold shares of 69 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $26,022,359Zurn Elkay Water Solutions $22,695,649Microsoft $16,761,061SPDR S&P 500 ETF Trust $9,956,583JPMorgan Ultra-Short Income ETF $7,429,447 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,596,884 Holding941848103 - Waters $281,219 HoldingN07059210 - ASML $276,317 Holding075887109 - Becton, Dickinson and Company $226,770 HoldingG5960L103 - Medtronic $215,754 Holding Largest Purchases this Quarter Berkshire Hathaway 2 shares (about $1.60M)Williams Companies 6,753 shares (about $403.56K)PIMCO Multi Sector Bond Active ETF 13,890 shares (about $366.00K)Waters 763 shares (about $281.22K)ASML 417 shares (about $276.32K) Largest Sales this Quarter Apple 2,068 shares (about $459.37K)Ecolab 1,620 shares (about $410.70K)Johnson & Johnson 1,802 shares (about $298.85K)Cintas 1,140 shares (about $234.30K)Automatic Data Processing 701 shares (about $214.17K) 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$26,022,359$459,366 ▼-1.7%117,1496.9%Computer and TechnologyZWSZurn Elkay Water Solutions$22,695,6490.0%688,1646.0%IndustrialsMSFTMicrosoft$16,761,061$75,078 ▼-0.4%44,6504.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$9,956,583$76,077 ▲0.8%17,7992.6%FinanceJPSTJPMorgan Ultra-Short Income ETF$7,429,447$191,635 ▲2.6%146,7402.0%ETFKLACKLA$7,397,584$67,980 ▲0.9%10,8822.0%Computer and TechnologyJPMJPMorgan Chase & Co.$6,525,398$110,384 ▼-1.7%26,6021.7%FinanceBRK.BBerkshire Hathaway$5,714,584$182,675 ▼-3.1%10,7301.5%FinanceUNHUnitedHealth Group$5,605,463$11,522 ▼-0.2%10,7031.5%MedicalTRVTravelers Companies$5,487,5570.0%20,7501.4%FinanceGOOGLAlphabet$5,359,530$76,702 ▼-1.4%34,6581.4%Computer and TechnologyACNAccenture$5,327,823$97,982 ▲1.9%17,0741.4%Computer and TechnologyMRKMerck & Co., Inc.$5,151,327$7,630 ▲0.1%57,3901.4%MedicalIBMInternational Business Machines$5,049,788$124,330 ▲2.5%20,3081.3%Computer and TechnologyFASTFastenal$4,959,679$17,216 ▲0.3%63,9551.3%Retail/WholesaleTXNTexas Instruments$4,865,812$113,213 ▼-2.3%27,0771.3%Computer and TechnologyAMZNAmazon.com$4,775,717$111,492 ▼-2.3%25,1011.3%Retail/WholesaleXOMExxon Mobil$4,668,385$2,498 ▲0.1%39,2531.2%EnergyPGProcter & Gamble$4,598,784$152,696 ▲3.4%26,9851.2%Consumer StaplesCOSTCostco Wholesale$4,544,568$113,496 ▼-2.4%4,8051.2%Retail/WholesaleWMTWalmart$4,511,815$79,011 ▲1.8%51,3931.2%Retail/WholesaleORCLOracle$4,402,625$9,647 ▼-0.2%31,4901.2%Computer and TechnologyBLACKROCK INC$4,079,570$53,006 ▼-1.3%4,3101.1%COMITWIllinois Tool Works$3,959,813$52,083 ▼-1.3%15,9661.0%IndustrialsTJXTJX Companies$3,900,215$45,919 ▼-1.2%32,0211.0%Retail/WholesaleJNJJohnson & Johnson$3,833,741$298,845 ▼-7.2%23,1171.0%MedicalCSCOCisco Systems$3,650,670$59,489 ▲1.7%59,1581.0%Computer and TechnologyPEPPepsiCo$3,611,399$14,994 ▲0.4%24,0861.0%Consumer StaplesMCDMcDonald's$3,575,314$125,258 ▲3.6%11,4460.9%Retail/WholesaleVLOValero Energy$3,555,005$9,113 ▼-0.3%26,9180.9%EnergyETNEaton$3,451,426$16,310 ▼-0.5%12,6970.9%IndustrialsENBEnbridge$3,338,360$46,836 ▲1.4%75,3410.9%EnergyADIAnalog Devices$3,157,036$105,880 ▼-3.2%15,6540.8%Computer and TechnologySYYSysco$3,113,710$13,057 ▲0.4%41,4940.8%Consumer StaplesADPAutomatic Data Processing$3,075,723$214,173 ▼-6.5%10,0670.8%Business ServicesNEENextEra Energy$3,052,666$53,168 ▲1.8%43,0620.8%UtilitiesGLWCorning$2,910,601$47,062 ▲1.6%63,5780.8%Computer and TechnologyNVDANVIDIA$2,833,054$27,095 ▲1.0%26,1400.7%Computer and TechnologyKRKroger$2,783,752$31,137 ▲1.1%41,1250.7%Retail/WholesaleHDHome Depot$2,673,521$13,194 ▼-0.5%7,2950.7%Retail/WholesaleSRLNSPDR Blackstone Senior Loan ETF$2,604,352$142,310 ▼-5.2%63,3200.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,548,462$85,964 ▲3.5%32,2840.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,473,775$136,678 ▲5.8%26,9680.7%ETFVVisa$2,427,209$113,896 ▼-4.5%6,9260.6%Business ServicesPAYXPaychex$2,338,436$41,810 ▼-1.8%15,1570.6%Business ServicesCVSCVS Health$2,253,027$51,829 ▼-2.2%33,2550.6%MedicalNKENIKE$2,231,0050.0%35,1450.6%Consumer DiscretionaryMAMastercard$2,056,0220.0%3,7510.5%Business ServicesCBChubb$2,040,849$30,199 ▲1.5%6,7580.5%FinanceAMGNAmgen$2,031,353$93,156 ▼-4.4%6,5200.5%MedicalLOWLowe's Companies$2,026,9880.0%8,6910.5%Retail/WholesaleABBVAbbVie$2,025,430$51,751 ▼-2.5%9,6670.5%MedicalMETAMeta Platforms$2,020,736$24,207 ▲1.2%3,5060.5%Computer and TechnologyCSLCarlisle Companies$1,940,8500.0%5,7000.5%Multi-Sector ConglomeratesAPHAmphenol$1,930,773$69,001 ▲3.7%29,4370.5%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$1,904,315$366,002 ▲23.8%72,2700.5%ETFAVGOBroadcom$1,855,304$187,021 ▼-9.2%11,0810.5%Computer and TechnologyGOOGAlphabet$1,840,390$31,246 ▲1.7%11,7800.5%Computer and TechnologySHViShares Short Treasury Bond ETF$1,764,047$23,749 ▲1.4%15,9700.5%ETFLLYEli Lilly and Company$1,664,209$83,417 ▼-4.8%2,0150.4%MedicalIJRiShares Core S&P Small-Cap ETF$1,628,836$26,560 ▲1.7%15,5770.4%ETFMMM3M$1,621,4820.0%11,0410.4%Multi-Sector ConglomeratesBRK.ABerkshire Hathaway$1,596,884$1,596,884 ▲New Holding20.4%FinanceWSOWatsco$1,565,253$2,542 ▲0.2%3,0790.4%ConstructionLINDE PLC$1,542,666$46,564 ▲3.1%3,3130.4%SHSDISWalt Disney$1,427,341$14,805 ▼-1.0%14,4610.4%Consumer DiscretionaryEMREmerson Electric$1,425,320$10,964 ▲0.8%13,0000.4%IndustrialsIAUiShares Gold Trust$1,396,8220.0%23,6910.4%FinanceEXRExtra Space Storage$1,367,827$56,127 ▲4.3%9,2120.4%FinanceBKNGBooking$1,336,0040.0%2900.4%Retail/WholesaleMARMarriott International$1,279,6110.0%5,3720.3%Consumer DiscretionaryCVXChevron$1,273,579$86,322 ▲7.3%7,6130.3%EnergySHYiShares 1-3 Year Treasury Bond ETF$1,268,912$331 ▲0.0%15,3380.3%ManufacturingCTVACorteva$1,239,9730.0%19,7040.3%Consumer StaplesSYKStryker$1,235,160$124,707 ▼-9.2%3,3180.3%MedicalIEFiShares 7-10 Year Treasury Bond ETF$1,224,9330.0%12,8440.3%ETFPSXPhillips 66$1,212,327$19,757 ▲1.7%9,8180.3%EnergyBMYBristol-Myers Squibb$1,190,525$48,792 ▲4.3%19,5200.3%MedicalAXPAmerican Express$1,185,682$51,119 ▼-4.1%4,4070.3%FinanceMBBiShares MBS ETF$1,184,8170.0%12,6340.3%ETFGILDGilead Sciences$1,175,741$5,378 ▲0.5%10,4930.3%MedicalIEIiShares 3-7 Year Treasury Bond ETF$1,171,900$53,161 ▼-4.3%9,9200.3%ETFCATCaterpillar$1,114,724$32,980 ▼-2.9%3,3800.3%IndustrialsICEIntercontinental Exchange$1,103,1380.0%6,3950.3%FinanceAMEAMETEK$1,092,573$15,493 ▼-1.4%6,3470.3%Computer and TechnologyXSWSPDR S&P Software & Services ETF$1,070,273$31,972 ▲3.1%6,6950.3%ETFMCKMcKesson$1,056,5950.0%1,5700.3%MedicalTMOThermo Fisher Scientific$1,054,415$100,515 ▼-8.7%2,1190.3%MedicalWMWaste Management$1,053,3710.0%4,5500.3%Business ServicesVIGVanguard Dividend Appreciation ETF$998,681$23,279 ▼-2.3%5,1480.3%ETFMCOMoody's$990,993$46,569 ▲4.9%2,1280.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$983,164$22,484 ▲2.3%12,0250.3%ETFCNICanadian National Railway$963,1520.0%9,8830.3%TransportationPNCThe PNC Financial Services Group$961,4620.0%5,4700.3%Finance2023 ETF SERIES TRUST II$933,237$9,159 ▼-1.0%29,8540.2%GMO US QUALITY EOMCOmnicom Group$926,673$15,007 ▼-1.6%11,1770.2%Business ServicesAMATApplied Materials$920,523$157,315 ▲20.6%6,3430.2%Computer and TechnologyUNPUnion Pacific$879,549$133,480 ▼-13.2%3,7230.2%TransportationLANCLancaster Colony$873,0750.0%4,9890.2%Consumer StaplesCTASCintas$861,171$234,304 ▼-21.4%4,1900.2%Business ServicesShowing 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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