J. W. Coons Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), J. W. Coons Advisors, LLC reported 240 stock positions worth $442.0 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Zurn Elkay Water Solutions C (ZWS, 5.7%) and Microsoft (MSFT, 5.4%). Compared with Q1 2025, it opened 16 new positions, sold out of 7, added to 86 and reduced 55. The biggest buy was Applied Materials (AMAT, shares +391%) and the biggest sale Merck (MRK, shares −2%).
- Most Recent 13F
- Q2 2025
- Location
- COLUMBUS, OH
- CIK
- 0001536139
- Portfolio Value
- $442.0M (Q2 2025)
- SEC Filing
- 0001765380-25-000287 ↗ filed Aug 5, 2025
Holdings Value
Holdings 240 stocks · $442.0M
| AAPL Apple Inc. | 5.97% | 128,706 | $26.4M | Add +9.9% |
| ZWS Zurn Elkay Water Solutions C | 5.69% | 688,164 | $25.2M | No change |
| MSFT Microsoft Corp. | 5.41% | 48,061 | $23.9M | Add +7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.48% | 17,764 | $11.0M | Reduce -0.2% |
| KLAC KLA Corp. | 2.21% | 10,882 | $9.7M | No change |
| GOOGL Alphabet Inc. Class A | 1.78% | 44,598 | $7.9M | Add +28.7% |
| JPM JPMorgan Chase & Co. | 1.76% | 26,832 | $7.8M | Add +0.9% |
| JPST JPMorgan Ultra-Short Income | 1.70% | 148,580 | $7.5M | Add +1.3% |
| COST Costco Wholesale Corp. | 1.70% | 7,605 | $7.5M | Add +58.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.60% | 23,990 | $7.1M | Add +18.1% |
| ORCL Oracle Corp. | 1.58% | 31,989 | $7.0M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.47% | 29,705 | $6.5M | Add +18.3% |
| ACN Accenture PLC Class A | 1.45% | 21,498 | $6.4M | Add +25.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 12,286 | $6.0M | Add +14.5% |
| AMAT Applied Materials Inc. | 1.29% | 31,158 | $5.7M | Add +391.2% |
| TRV The Travelers Cos Inc. | 1.26% | 20,750 | $5.6M | No change |
| BLK BlackRock Inc. | 1.25% | 5,272 | $5.5M | Add +22.3% |
| FAST Fastenal Co. | 1.22% | 128,327 | $5.4M | Add +0.3% |
| TXN Texas Instruments Inc. | 1.18% | 25,220 | $5.2M | Reduce -6.9% |
| WMT Walmart Inc. | 1.14% | 51,583 | $5.0M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.06% | 38,111 | $4.7M | Add +19.0% |
| MRK Merck & Co. Inc. | 1.01% | 56,220 | $4.5M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.98% | 27,135 | $4.3M | Add +0.6% |
| V Visa Inc. Class A | 0.97% | 12,101 | $4.3M | Add +74.7% |
| XOM Exxon Mobil Corp. | 0.97% | 39,741 | $4.3M | Add +1.2% |
| NVDA Nvidia Corp. | 0.96% | 26,945 | $4.3M | Add +3.1% |
| ETN Eaton Corp. PLC | 0.94% | 11,687 | $4.2M | Reduce -8.0% |
| CSCO Cisco Systems Inc. | 0.93% | 59,158 | $4.1M | No change |
| ITW Illinois Tool Works | 0.89% | 15,921 | $3.9M | Reduce -0.3% |
| HD Home Depot Inc. | 0.88% | 10,610 | $3.9M | Add +45.4% |
| MA Mastercard Inc. Class A | 0.84% | 6,631 | $3.7M | Add +76.8% |
| JNJ Johnson & Johnson | 0.81% | 23,417 | $3.6M | Add +1.3% |
| MCD McDonald's Corp. | 0.80% | 12,169 | $3.6M | Add +6.3% |
| ENB Enbridge Inc. | 0.80% | 77,738 | $3.5M | Add +3.2% |
| APH Amphenol Corp. Class A | 0.79% | 35,391 | $3.5M | Add +20.2% |
| ADI Analog Devices Inc. | 0.78% | 14,510 | $3.5M | Reduce -7.3% |
| UNH Unitedhealth Group Inc. | 0.76% | 10,807 | $3.4M | Add +1.0% |
| GLW Corning Inc. | 0.76% | 63,578 | $3.3M | No change |
| VLO Valero Energy Corp. | 0.75% | 24,697 | $3.3M | Reduce -8.3% |
| SYK Stryker Corp. | 0.73% | 8,128 | $3.2M | Add +145.0% |
| PEP Pepsico Inc. | 0.72% | 24,271 | $3.2M | Add +0.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.72% | 34,573 | $3.2M | Add +28.2% |
| SYY Sysco Corp. | 0.71% | 41,494 | $3.1M | No change |
| ADP Automatic Data Processing | 0.70% | 10,073 | $3.1M | Add +0.1% |
| KR Kroger Co. | 0.68% | 41,781 | $3.0M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.67% | 42,662 | $3.0M | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.63% | 10,027 | $2.8M | Reduce -9.5% |
| BKNG Booking Holdings Inc. | 0.61% | 464 | $2.7M | Add +60.0% |
| META Meta Platforms Inc. Class A | 0.60% | 3,621 | $2.7M | Add +3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.59% | 32,998 | $2.6M | Add +2.2% |
| SRLN SS Blackstone Sr Loan ETF | 0.59% | 62,995 | $2.6M | Reduce -0.5% |
| NKE Nike Inc. Class B | 0.56% | 35,045 | $2.5M | Reduce -0.3% |
| CVS CVS Health Corp. | 0.51% | 32,935 | $2.3M | Reduce -1.0% |
| PAYX Paychex Inc. | 0.51% | 15,501 | $2.3M | Add +2.3% |
| CSL Carlisle Cos Inc. | 0.48% | 5,700 | $2.1M | No change |
| GOOG Alphabet Inc. Class C | 0.47% | 11,780 | $2.1M | No change |
| PYLD PIMCO Multisector Bond Actv | 0.46% | 76,975 | $2.0M | Add +6.5% |
| AMP Ameriprise Financial Inc. | 0.45% | 3,714 | $2.0M | Add +130.8% |
| LOW Lowe's Cos Inc. | 0.44% | 8,826 | $2.0M | Add +1.6% |
| CB Chubb Ltd. | 0.44% | 6,758 | $2.0M | No change |
| MSI Motorola Solutions Inc. | 0.43% | 4,481 | $1.9M | Add +456.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 14,691 | $1.8M | Add +1.6% |
| AMGN Amgen Inc. | 0.41% | 6,508 | $1.8M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.41% | 9,691 | $1.8M | Add +0.3% |
| EMR Emerson Electric Co. | 0.39% | 13,000 | $1.7M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.38% | 15,285 | $1.7M | Reduce -4.3% |
| MMM 3M Co. | 0.36% | 10,541 | $1.6M | Reduce -4.5% |
| LIN Linde PLC | 0.35% | 3,328 | $1.6M | Add +0.5% |
| FDS Factset Research Systems Inc. | 0.35% | 3,465 | $1.5M | Add +139.8% |
| GILD Gilead Sciences Inc. | 0.34% | 13,630 | $1.5M | Add +29.9% |
| EXR Extra Space Storage Inc. | 0.34% | 10,163 | $1.5M | Add +10.3% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 13,660 | $1.5M | Reduce -12.3% |
| IAU iShares Gold Trust | 0.33% | 23,691 | $1.5M | No change |
| CTVA Corteva Inc. | 0.33% | 19,704 | $1.5M | No change |
| MAR Marriott International Class A | 0.33% | 5,372 | $1.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 2 | $1.5M | No change |
| LLY Eli Lilly & Co. | 0.33% | 1,866 | $1.5M | Reduce -7.4% |
| AXP American Express Co. | 0.31% | 4,232 | $1.3M | Reduce -4.0% |
| WSO Watsco Inc. | 0.30% | 3,047 | $1.3M | Reduce -1.0% |
| XSW SS SPDR S&P Soft & Serv ETF | 0.29% | 6,730 | $1.3M | Add +0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 15,344 | $1.3M | Add +0.0% |
| IEF iShares 7-10 Year Treasury B | 0.28% | 12,844 | $1.2M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.27% | 10,050 | $1.2M | Add +1.3% |
| MBB iShares MBS ETF | 0.27% | 12,634 | $1.2M | No change |
| ICE Intercontinental Exchange Inc. | 0.27% | 6,395 | $1.2M | No change |
| WMB Williams Cos Inc. | 0.26% | 18,585 | $1.2M | Add +58.7% |
| MCK McKesson Corp. | 0.26% | 1,570 | $1.2M | No change |
| AME Ametek Inc. | 0.26% | 6,322 | $1.1M | Reduce -0.4% |
| TYL Tyler Technologies Inc. | 0.26% | 1,929 | $1.1M | New |
| ENSG The Ensign Group Inc. | 0.26% | 7,321 | $1.1M | Add +44.5% |
| SONY Sony Group Corp. - SP ADR | 0.25% | 43,010 | $1.1M | New |
| CAT Caterpillar Inc. | 0.25% | 2,880 | $1.1M | Reduce -14.8% |
| CVX Chevron Corp. | 0.25% | 7,643 | $1.1M | Add +0.4% |
| NOW ServiceNow Inc. | 0.25% | 1,064 | $1.1M | New |
| MCO Moody's Corp. | 0.24% | 2,128 | $1.1M | No change |
| VEEV Veeva Systems Inc. Class A | 0.24% | 3,666 | $1.1M | New |
| QLTY GMO U.S. Quality ETF | 0.24% | 30,654 | $1.1M | Add +2.7% |
| WM Waste Management Inc. | 0.24% | 4,550 | $1.0M | No change |
| CNI Canadian Natl Railway Co. | 0.23% | 9,883 | $1.0M | No change |
| PNC PNC Financial Services Group | 0.23% | 5,470 | $1.0M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MRK Merck & Co. Inc. | Reduce -2.0% | 1.01% | −0.35 |
| VLO Valero Energy Corp. | Reduce -8.3% | 0.75% | −0.19 |
| ITW Illinois Tool Works | Reduce -0.3% | 0.89% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 2.48% | −0.14 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 0.67% | −0.14 |
| AMGN Amgen Inc. | Reduce -0.2% | 0.41% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -7.4% | 0.33% | −0.11 |
| WSO Watsco Inc. | Reduce -1.0% | 0.30% | −0.11 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.10 |
| PSX Phillips 66 | Reduce -17.4% | 0.22% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.0% | 0.18% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -6.9% | 1.18% | −0.10 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.5% | 0.59% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.3% | 0.34% | −0.09 |
| EXPD Expeditors Intl Wash Inc. | Sold out | 0.00% | −0.09 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -4.3% | 0.38% | −0.08 |
| CVS CVS Health Corp. | Reduce -1.0% | 0.51% | −0.08 |
| UNP Union Pacific Corp. | Reduce -17.4% | 0.16% | −0.07 |
| OMC Omnicom Group | Reduce -5.1% | 0.17% | −0.07 |
| MMM 3M Co. | Reduce -4.5% | 0.36% | −0.06 |
| ECL Ecolab Inc. | Reduce -28.7% | 0.12% | −0.06 |
| TGT Target Corp. | Sold out | 0.00% | −0.06 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.06 |
| CLX Clorox Company | Sold out | 0.00% | −0.06 |
| IP International Paper Co. | Sold out | 0.00% | −0.05 |
| ADI Analog Devices Inc. | Reduce -7.3% | 0.78% | −0.05 |
| NOBL Proshares S&P 500 Dividend A | Reduce -11.2% | 0.14% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.3% | 0.18% | −0.04 |
| CAT Caterpillar Inc. | Reduce -14.8% | 0.25% | −0.04 |
| AFL Aflac Inc. | Reduce -4.2% | 0.13% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.19% | −0.04 |
| VRP Invesco Variable Rate Prefer | Reduce -3.7% | 0.18% | −0.04 |
| MZTI The Marzetti Company | Reduce -0.4% | 0.19% | −0.04 |
| NSA National Storage Affiliates | Reduce -15.8% | 0.05% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.8% | 0.23% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -1.8% | 0.13% | −0.03 |
| AME Ametek Inc. | Reduce -0.4% | 0.26% | −0.03 |
| NKE Nike Inc. Class B | Reduce -0.3% | 0.56% | −0.03 |
| CTAS Cintas Corp. | Reduce -3.7% | 0.20% | −0.02 |
| UNM Unum Group | Reduce -2.5% | 0.11% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -9.2% | 0.07% | −0.02 |
| NJR New Jersey Resources Corp. | Reduce -2.9% | 0.06% | −0.02 |
| HPQ HP Inc. | Reduce -0.1% | 0.06% | −0.02 |
| IPG Interpublic Group of Cos Inc. | Reduce -0.7% | 0.06% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -23.9% | 0.14% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.1% | 0.09% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -19.1% | 0.05% | −0.02 |
| BKLN Invesco Senior Loan ETF | Reduce -1.5% | 0.09% | −0.02 |
| IMO Imperial Oil Ltd. | Reduce -0.9% | 0.21% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AMAT Applied Materials Inc. | Add +391.2% | 1.29% | +1.05 |
| MSFT Microsoft Corp. | Add +7.6% | 5.41% | +0.99 |
| COST Costco Wholesale Corp. | Add +58.3% | 1.70% | +0.50 |
| ORCL Oracle Corp. | Add +1.6% | 1.58% | +0.42 |
| SYK Stryker Corp. | Add +145.0% | 0.73% | +0.40 |
| GOOGL Alphabet Inc. Class A | Add +28.7% | 1.78% | +0.36 |
| MSI Motorola Solutions Inc. | Add +456.0% | 0.43% | +0.33 |
| V Visa Inc. Class A | Add +74.7% | 0.97% | +0.33 |
| MA Mastercard Inc. Class A | Add +76.8% | 0.84% | +0.30 |
| APH Amphenol Corp. Class A | Add +20.2% | 0.79% | +0.28 |
| IBM Intl Business Machines Corp. | Add +18.1% | 1.60% | +0.27 |
| TYL Tyler Technologies Inc. | New | 0.26% | +0.26 |
| BKNG Booking Holdings Inc. | Add +60.0% | 0.61% | +0.26 |
| SONY Sony Group Corp. - SP ADR | New | 0.25% | +0.25 |
| NOW ServiceNow Inc. | New | 0.25% | +0.25 |
| AMP Ameriprise Financial Inc. | Add +130.8% | 0.45% | +0.24 |
| VEEV Veeva Systems Inc. Class A | New | 0.24% | +0.24 |
| NVDA Nvidia Corp. | Add +3.1% | 0.96% | +0.22 |
| AMZN Amazon.com Inc. | Add +18.3% | 1.47% | +0.21 |
| JMTG Mortgage-Backed Securities | New | 0.20% | +0.20 |
| PBH Prestige Consumer Healthcare | New | 0.18% | +0.18 |
| FDS Factset Research Systems Inc. | Add +139.8% | 0.35% | +0.18 |
| BLK BlackRock Inc. | Add +22.3% | 1.25% | +0.18 |
| HD Home Depot Inc. | Add +45.4% | 0.88% | +0.17 |
| INGR Ingredion Inc. | Add +205.1% | 0.18% | +0.11 |
| COF Capital One Financial Corp. | New | 0.09% | +0.09 |
| ENSG The Ensign Group Inc. | Add +44.5% | 0.26% | +0.08 |
| WMB Williams Cos Inc. | Add +58.7% | 0.26% | +0.08 |
| META Meta Platforms Inc. Class A | Add +3.3% | 0.60% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +28.2% | 0.72% | +0.06 |
| CEG Constellation Energy | New | 0.06% | +0.06 |
| MELI MercadoLibre Inc. | New | 0.06% | +0.06 |
| PKG Packaging Corp. of America | New | 0.05% | +0.05 |
| AMT American Tower Corp. | New | 0.05% | +0.05 |
| SEIC Sei Investments Company | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | New | 0.05% | +0.05 |
| ACN Accenture PLC Class A | Add +25.9% | 1.45% | +0.05 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| BX Blackstone Inc. | Add +56.2% | 0.14% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 1.76% | +0.04 |
| TJX TJX Companies Inc. | Add +19.0% | 1.06% | +0.04 |
| DIS The Walt Disney Co. | Add +1.6% | 0.41% | +0.04 |
| GILD Gilead Sciences Inc. | Add +29.9% | 0.34% | +0.03 |
| CASY Casey's General Stores Inc. | Add +44.3% | 0.09% | +0.03 |
| GROW U.S. Global Investors Inc. Class A | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +36.2% | 0.10% | +0.02 |
| NFLX Netflix Inc. | Add +6.5% | 0.07% | +0.02 |
| ABT Abbott Laboratories | Add +23.1% | 0.23% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +16.8% | 0.09% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 240 | $442.0M | AAPL, ZWS, MSFT, SPY, KLAC |
| Q1 2025 | 231 | $379.1M | AAPL, ZWS, MSFT, SPY, JPST |
| Q4 2024 | 229 | $389.3M | AAPL, ZWS, MSFT, SPY, JPST |
| Q3 2024 | 239 | $537.5M | BRK.A, AAPL, ZWS, MSFT, SPY |
| Q2 2024 | 235 | $534.9M | BRK.A, ZWS, AAPL, MSFT, SPY |
| Q1 2024 | 238 | $568.0M | BRK.A, ZWS, AAPL, MSFT, SPY |