J. W. Coons Advisors, LLC Sells in Q4 2024

J. W. Coons Advisors, LLC

  • $381 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-75
- 0.69%
$614.46 - $829.55 $46.1K - $62.2K
10.8K $6.79M
UNH
Unitedhealth Group Inc

Healthcare
-20
- 0.19%
$485.52 - $625.25 $9.71K - $12.5K
10.7K $5.43M
NKE
Nike, Inc.

Consumer Cyclical
-2.65K
- 7.01%
$73.36 - $89.13 $194K - $236K
35.1K $2.66M
CVS
Cvs Health Corp

Healthcare
-300
- 0.87%
$43.78 - $67.46 $13.1K - $20.2K
34K $1.53M
NEE
Nextera Energy Inc

Utilities
-272
- 0.64%
$69.77 - $85.43 $19K - $23.2K
42.3K $3.03M
THO
Thor Industries Inc

Consumer Cyclical
-3.99K
- 32.66%
$94.35 - $115.54 $376K - $460K
8.22K $786K
JNJ
Johnson & Johnson

Healthcare
-501
- 1.97%
$143.34 - $165.86 $71.8K - $83.1K
24.9K $3.6M
AMGN
Amgen Inc

Healthcare
-230
- 3.26%
$258.78 - $328.31 $59.5K - $75.5K
6.82K $1.78M
HOLX
Hologic Inc

Healthcare
-5K
- 43.48%
$70.76 - $83.72 $354K - $419K
6.5K $468K
PEP
Pepsico Inc

Consumer Defensive
-200
- 0.83%
$151.29 - $176.1 $30.3K - $35.2K
24K $3.65M
VLO
Valero Energy Corp

Energy
-626
- 2.27%
$118.59 - $144.02 $74.2K - $90.2K
27K $3.31M
XOM
Exxon Mobil Corp

Energy
-249
- 0.63%
$105.51 - $125.37 $26.3K - $31.2K
39.2K $4.22M
VIG
Vanguard Dividend Appreciation

ETFs
-2.1K
- 28.45%
N/A
5.27K $959K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.02K
- 29.45%
$99.2 - $108.47 $300K - $328K
7.24K $720K
HD
Home Depot, Inc.

Consumer Cyclical
-610
- 7.68%
$385.02 - $431.37 $235K - $263K
7.33K $2.85M
ORCL
Oracle Corp

Technology
-1.3K
- 3.94%
$165.41 - $192.43 $214K - $249K
31.6K $5.26M
SRLN
Ssga Active Trust

ETFs
-7.9K
- 10.58%
$41.48 - $42.08 $328K - $332K
66.8K $2.79M
GLW
Corning Inc

Technology
-10K
- 13.78%
$44.11 - $49.76 $441K - $498K
62.6K $2.97M
DHI
Horton D R Inc

Consumer Cyclical
-1.08K
- 36.16%
$137.24 - $194.56 $148K - $210K
1.91K $266K
ELV
Elevance Health, Inc.

Healthcare
-200
- 13.51%
$365.96 - $514.62 $73.2K - $103K
1.28K $472K
ADBE
Adobe Inc.

Technology
-350
- 18.7%
$437.39 - $552.96 $153K - $194K
1.52K $676K
EXR
Extra Space Storage Inc.

Real Estate
-51
- 0.57%
$142.35 - $178.32 $7.26K - $9.09K
8.83K $1.32M
ABBV
Abb Vie Inc.

Healthcare
-315
- 3.08%
$164.99 - $203.87 $52K - $64.2K
9.91K $1.76M
MBB
Ishares Tr

ETFs
-2.05K
- 13.94%
$91.26 - $95.82 $187K - $196K
12.6K $1.16M
TGT
Target Corp

Consumer Defensive
-1.27K
- 36.56%
$121.59 - $160.69 $154K - $203K
2.2K $296K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 0.64%
$501.29 - $612.85 $7.52K - $9.19K
2.32K $1.21M
DOW
Dow Inc.

Basic Materials
-640
- 4.53%
$39.1 - $55.34 $25K - $35.4K
13.5K $541K
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 0.29%
$244.52 - $284.07 $6.11K - $7.1K
8.69K $2.14M
OMC
Omnicom Group Inc.

Communication Services
-160
- 1.39%
$85.82 - $105.47 $13.7K - $16.9K
11.4K $977K
CNI
Canadian National Railway CO

Industrials
-400
- 3.89%
$100.62 - $117.12 $40.2K - $46.8K
9.88K $1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-705
- 33.49%
$278.49 - $315.16 $196K - $222K
1.4K $397K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-895
- 8.35%
$87.1 - $98.49 $78K - $88.1K
9.83K $858K
VB
Vanguard Small Cap ETF

ETFs
-813
- 37.99%
$233.76 - $261.58 $190K - $213K
1.33K $318K
PFE
Pfizer Inc

Healthcare
-3.78K
- 10.28%
$24.8 - $30.19 $93.6K - $114K
32.9K $874K
MCD
Mcdonalds Corp

Consumer Cyclical
-75
- 0.67%
$288.47 - $316.54 $21.6K - $23.7K
11K $3.2M
AXP
American Express CO

Financial Services
-1.01K
- 18.01%
$267.35 - $305.57 $270K - $309K
4.6K $1.36M
PG
Procter & Gamble CO

Consumer Defensive
-70
- 0.27%
$161.05 - $179.7 $11.3K - $12.6K
26.1K $4.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.52K
- 9.0%
$81.68 - $82.93 $124K - $126K
15.3K $1.26M
CAT
Caterpillar Inc

Industrials
-100
- 2.79%
$360.37 - $416.88 $36K - $41.7K
3.48K $1.26M
CMCSA
Comcast Corp

Communication Services
-1.2K
- 6.75%
$37.39 - $45.14 $44.9K - $54.2K
16.6K $621K
KO
Coca Cola CO

Consumer Defensive
-160
- 1.43%
$61.74 - $71.71 $9.88K - $11.5K
11K $687K
IEF
Ishares Barclays

ETFs
-395
- 2.98%
$92.08 - $98.18 $36.4K - $38.8K
12.8K $1.19M
EXPD
Expeditors International Of Washington Inc

Industrials
-130
- 2.79%
$110.5 - $128.26 $14.4K - $16.7K
4.53K $502K
AFL
Aflac Inc

Financial Services
-305
- 4.6%
$100.37 - $115.27 $30.6K - $35.2K
6.33K $654K
TXN
Texas Instruments Inc

Technology
-446
- 1.58%
N/A
27.7K $5.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
-592
- 12.37%
$106.33 - $110.69 $62.9K - $65.5K
4.19K $446K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.03%
$442.29 - $483.08 $1.33K - $1.45K
11.1K $5.02M
ACN
Accenture PLC

Technology
-143
- 0.85%
$343.9 - $376.86 $49.2K - $53.9K
16.8K $5.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-330
- 7.06%
$174.22 - $187.62 $57.5K - $61.9K
4.34K $761K
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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