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CIK: 0001536139
Total reported value
$442.0M
$442.0M
229 檔
20.8%
In Q4 2024, J. W. Coons Advisors, LLC's U.S. equity holdings reached a combined market value of $442.0M, distributed across 229 disclosed stock positions.
During Q4 2024, J. W. Coons Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.67% | — | -2.48% | |
| 2 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 6.59% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | — | -0.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.66% | — | -0.81% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.85% | — | +7.88% | |
| 6 | KLAC | Kla CORP | Stock-Tech | 1.75% | — | -0.69% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | — | -4.07% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | — | -2.78% | |
| 9 | ACN | Accenture plc | Stock-Tech | 1.51% | — | -0.85% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.46% | — | +0.25% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | — | -1.72% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.39% | — | -0.19% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.35% | — | -3.94% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 1.33% | — | -1.58% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | — | -0.03% | |
| 16 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.28% | — | -2.35% | |
| 17 | FAST | Fastenal Co | Stock-Industrials | 1.18% | — | -0.60% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.17% | — | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | — | -2.99% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.15% | — | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | — | -0.27% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | — | +1.00% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.09% | — | +0.89% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | — | -0.63% | |
| 25 | ITW | Illinois Tool Works | Stock-Industrials | 1.05% | — | +0.03% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.01% | — | +0.67% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | — | -0.83% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | — | -1.97% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | — | -1.41% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | — | -1.56% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.88% | — | +1.37% | |
| 32 | VLO | Valero Energy CORP | Stock-Energy | 0.85% | — | -2.27% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | — | -0.67% | |
| 34 | SYY | Sysco CORP | Stock-Consumer Staples | 0.81% | — | — | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.81% | — | -4.14% | |
| 36 | ENB | Enbridge Inc | Stock-Energy | 0.81% | — | +0.55% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | — | -0.64% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.76% | — | -13.78% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | — | -7.68% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | — | -6.88% | |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.72% | — | -10.58% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.68% | — | -7.01% | |
| 43 | KR | Kroger Co | Stock-Consumer Staples | 0.64% | — | +0.91% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.63% | — | +3.27% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.60% | — | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | — | -5.75% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | — | — | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.56% | — | -1.12% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | — | -0.29% | |
| 50 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.54% | — | — |
According to official SEC Form 13F filings, J. W. Coons Advisors, LLC reported a total U.S. public equity portfolio value of $442.0M across 229 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, ZWS, MSFT) accounted for 20.8% of total reported equity market value during Q4 2024.
During Q4 2024, J. W. Coons Advisors, LLC's top holdings by market value included AAPL (7.7%)、ZWS (6.6%)、MSFT (4.9%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q4 2024, J. W. Coons Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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