J. W. Coons Advisors, LLC Reduced Holdings in Q4 2024

J. W. Coons Advisors, LLC

  • $381 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-75
- 19.28%
$1146.59 - $1270.6 $86K - $95.3K
314 $372K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-265
- 2.49%
$115.08 - $119.55 $30.5K - $31.7K
10.4K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-390
- 2.48%
$113.92 - $127.38 $44.4K - $49.7K
15.3K $1.77M
ZTS
Zoetis Inc.

Healthcare
-100
- 6.44%
$162.24 - $194.42 $16.2K - $19.4K
1.45K $236K
VMC
Vulcan Materials CO

Basic Materials
-339
- 10.43%
$237.95 - $292.31 $80.7K - $99.1K
2.91K $748K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-500
- 20.14%
$126.68 - $134.74 $63.3K - $67.4K
1.98K $253K
FDS
Factset Research Systems Inc

Financial Services
-200
- 12.16%
$449.69 - $495.72 $89.9K - $99.1K
1.45K $694K
INTU
Intuit Inc

Technology
-97
- 15.11%
$602.01 - $706.25 $58.4K - $68.5K
545 $342K
VEA
Vanguard Ftse Developed Market

ETFs
-181
- 2.12%
$47.57 - $52.44 $8.61K - $9.49K
8.36K $399K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.33K
- 8.27%
$11.42 - $12.5 $26.6K - $29.1K
25.8K $297K
APD
Air Products & Chemicals, Inc.

Basic Materials
-79
- 3.78%
$285.5 - $335.62 $22.6K - $26.5K
2.01K $582K
CAH
Cardinal Health Inc

Healthcare
-525
- 16.41%
$107.89 - $125.33 $56.6K - $65.8K
2.68K $316K
ADSK
Autodesk, Inc.

Technology
-140
- 5.2%
N/A
2.55K $626K
KMB
Kimberly Clark Corp

Consumer Defensive
-15
- 0.55%
$130.37 - $146.09 $1.96K - $2.19K
2.7K $353K
VZ
Verizon Communications Inc

Communication Services
-135
- 2.54%
$39.6 - $45.21 $5.35K - $6.1K
5.19K $207K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-483
- 4.2%
$61.68 - $67.87 $29.8K - $32.8K
11K $685K
MCO
Moodys Corp

Financial Services
-18
- 0.88%
$454.04 - $500.88 $8.17K - $9.02K
2.03K $959K
SPYG
Spdr Portfolio

ETFs
-290
- 7.06%
$81.74 - $91.38 $23.7K - $26.5K
3.82K $335K
ISRG
Intuitive Surgical Inc

Healthcare
-97
- 6.16%
$471.27 - $550.62 $45.7K - $53.4K
1.48K $770K
VUG
Vanguard Growth ETF

ETFs
-95
- 6.84%
$378.79 - $428.11 $36K - $40.7K
1.29K $531K
Linde PLC
-35
- 1.08%
N/A
3.21K $0
FAST
Fastenal CO

Industrials
-383
- 0.6%
$69.99 - $84.35 $26.8K - $32.3K
63.7K $4.58M
COST
Costco Wholesale Corp

Consumer Defensive
-152
- 2.99%
$873.59 - $994.69 $133K - $151K
4.93K $4.51M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-300
- 5.53%
$77.25 - $91.3 $23.2K - $27.4K
5.12K $437K
KMI
Kinder Morgan, Inc.

Energy
-1.3K
- 13.56%
$22.59 - $28.54 $29.4K - $37.1K
8.29K $227K
TRV
Travelers Companies, Inc.

Financial Services
-500
- 2.35%
$225.97 - $266.66 $113K - $133K
20.8K $5M
MCK
Mckesson Corp

Healthcare
-150
- 8.72%
$482.27 - $628.5 $72.3K - $94.3K
1.57K $894K
ADP
Automatic Data Processing Inc

Industrials
-465
- 4.14%
$280.08 - $307.97 $130K - $143K
10.8K $3.15M
AME
Ametek Inc

Industrials
-20
- 0.31%
$165.89 - $197.38 $3.32K - $3.95K
6.44K $1.16M
PAYX
Paychex Inc

Industrials
-175
- 1.12%
$135.86 - $148.73 $23.8K - $26K
15.4K $2.16M
CRM
Salesforce, Inc.

Technology
-105
- 6.08%
$270.87 - $367.87 $28.4K - $38.6K
1.62K $542K
UNM
Unum Group

Financial Services
-109
- 1.71%
$58.88 - $77.07 $6.42K - $8.4K
6.26K $457K
APH
Amphenol Corp

Technology
-660
- 2.27%
$62.07 - $75.35 $41K - $49.7K
28.4K $1.97M
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 0.53%
$51.92 - $59.94 $5.19K - $5.99K
18.7K $1.06M
AMP
Ameriprise Financial Inc

Financial Services
-30
- 1.83%
$473.15 - $574.01 $14.2K - $17.2K
1.61K $856K
SNA
Snap On Inc

Industrials
-14
- 0.69%
$285.44 - $371.35 $4K - $5.2K
2.03K $687K
SPY
Spdr S&P 500 ETF Trust

ETFs
-144
- 0.81%
$567.81 - $607.81 $81.8K - $87.5K
17.7K $10.4M
XSW
Spdr S&P Software & Services E

ETFs
-220
- 3.28%
$156.76 - $204.72 $34.5K - $45K
6.5K $1.23M
V
Visa Inc.

Financial Services
-442
- 5.75%
$273.87 - $320.91 $121K - $142K
7.25K $2.29M
DIS
Walt Disney CO

Communication Services
-200
- 1.35%
$92.39 - $117.6 $18.5K - $23.5K
14.6K $1.63M
NVDA
Nvidia Corp

Technology
-370
- 1.41%
$117.0 - $148.88 $43.3K - $55.1K
25.9K $3.48M
CSCO
Cisco Systems, Inc.

Technology
-920
- 1.56%
$52.45 - $60.02 $48.3K - $55.2K
58.2K $3.45M
AVGO
Broadcom Inc.

Technology
-901
- 6.88%
$159.67 - $250.0 $144K - $225K
12.2K $2.83M
GOOGL
Alphabet Inc.

Communication Services
-1.49K
- 4.07%
$161.86 - $196.66 $242K - $294K
35.2K $6.65M
JPM
Jpmorgan Chase & CO

Financial Services
-773
- 2.78%
$205.18 - $250.29 $159K - $193K
27.1K $6.48M
AMZN
Amazon Com Inc

Consumer Cyclical
-450
- 1.72%
$180.88 - $232.93 $81.4K - $105K
25.7K $5.64M
AAPL
Apple Inc.

Technology
-3.03K
- 2.48%
$221.69 - $259.02 $672K - $786K
119K $29.9M
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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