JW
| |
J. W. Coons Advisors, LLC13F | |
| J. W. Coons Advisors, LLC | |
| Last update 2025-05-06 | 231 Stocks (7 new) |
| Value $379.00 Mil | Turnover 2 % |
J. W. Coons Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 117,149 | 26,022.4 | -1.73% | 6.860 | -0.13% | 0.000 | +22.01% | -15.90% | 3,137,867.7 | Hardware | |
ZWS | Zurn Elkay Water Solutions Corp | 688,164 | 22,695.7 | 0% | 5.990 | 0% | 0.410 | +31.51% | +0.74% | 6,291.0 | Industrial Products | |
MSFT | Microsoft Corp | 44,650 | 16,761.1 | -0.45% | 4.420 | -0.02% | 0.000 | +40.46% | +18.39% | 3,694,606.1 | Software | |
SPY | SPDR S&P 500 ETF Trust | 17,799 | 9,956.6 | +0.77% | 2.630 | +0.02% | 0.000 | +25.48% | +6.62% | 638,854.0 | ||
JPST | JPMorgan Ultra-Short Income ETF | 146,740 | 7,429.4 | +2.65% | 1.960 | +0.05% | 0.020 | +1.28% | +2.53% | 31,754.5 | ||
KLAC | KLA Corp | 10,882 | 7,397.6 | +0.93% | 1.950 | +0.02% | 0.010 | +52.90% | +45.80% | 120,930.8 | Semiconductors | |
JPM | JPMorgan Chase & Co | 26,602 | 6,525.4 | -1.66% | 1.720 | -0.03% | 0.000 | +31.77% | +20.57% | 790,402.3 | Banks | |
BRK.B | Berkshire Hathaway Inc | 10,730 | 5,714.6 | -3.10% | 1.510 | -0.04% | 0.000 | -3.17% | +5.23% | 1,028,707.5 | Insurance | |
UNH | UnitedHealth Group Inc | 10,703 | 5,605.5 | -0.21% | 1.480 | 0% | 0.000 | -44.17% | -38.70% | 278,138.3 | Healthcare Plans | |
TRV | The Travelers Companies Inc | 20,750 | 5,487.6 | 0% | 1.450 | 0% | 0.010 | +9.39% | +7.85% | 58,380.0 | Insurance |
J. W. Coons Advisors, LLC's Historical Top Holdings Breakdowns
J. W. Coons Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.42% | 663000 ($729331) 801950 | $715,904.95 | -1.84% | New holding | 2 | 2 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.13% | 209.68 ($231.67) 247.1 | $210.41 | -9.18% | Reduce -1.73% | 117,149 | -2,068 | |
UFPI | UFP Industries Inc | 2025-03-31 | Sold Out Sold Out | -0.11% | 103.91 ($111.58) 118.67 | $103.32 | -7.40% | Sold Out | 0 | -3,800 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.10% | 25.77 ($26.17) 26.48 | $26.29 | 0.44% | Add 23.79% | 72,270 | 13,890 | |
WMB | Williams Companies Inc | 2025-03-31 | Add Add | +0.10% | 54.02 ($57.24) 61.09 | $57.36 | 0.21% | Add 136.29% | 11,708 | 6,753 | |
ECL | Ecolab Inc | 2025-03-31 | Reduce Reduce | -0.10% | 229.72 ($252.07) 269.82 | $271.44 | 7.68% | Reduce -37.68% | 2,679 | -1,620 | |
EQR | Equity Residential | 2025-03-31 | Sold Out Sold Out | -0.08% | 66.98 ($70.62) 75.02 | $66.89 | -5.28% | Sold Out | 0 | -4,574 | |
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.07% | 142.06 ($156.47) 167.7 | $156.52 | 0.03% | Reduce -7.23% | 23,117 | -1,802 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.07% | 167.43 ($211.65) 244.7 | $273.40 | 29.18% | Reduce -9.16% | 11,081 | -1,117 | |
WAT | Waters Corp | 2025-03-31 | New Buy New Buy | +0.07% | 362.16 ($387.18) 417.28 | $352.89 | -8.86% | New holding | 763 | 763 |
J. W. Coons Advisors, LLC Total Holding History ($B)
J. W. Coons Advisors, LLC's Asset Allocation
J. W. Coons Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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J. W. Coons Advisors, LLC's Hypothetical Growth since 2025-03-31
J. W. Coons Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
J. W. Coons Advisors, LLC's Holdings Heat Map
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J. W. Coons Advisors, LLC's Holdings Bubble Chart
J. W. Coons Advisors, LLC News
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