J. W. Coons Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), J. W. Coons Advisors, LLC reported 238 stock positions worth $568.0 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 22.3% of the portfolio, followed by Zurn Elkay Water Solutions C (ZWS, 16.2%) and Apple (AAPL, 3.7%). Compared with Q4 2023, it opened 16 new positions, sold out of 19, added to 57 and reduced 72. The biggest buy was Zurn Elkay Water Solutions C (ZWS, shares +83%) and the biggest sale an exit from Travelers Cos (TRV).
- Most Recent 13F
- Q2 2025
- Location
- COLUMBUS, OH
- CIK
- 0001536139
- Portfolio Value
- $568.0M (Q1 2024)
- SEC Filing
- 0001765380-24-000199 ↗ filed May 8, 2024
Holdings Value
Holdings 238 stocks · $568.0M
| BRK.A Berkshire Hathaway Inc. Class A | 22.34% | 200 | $126.9M | No change |
| ZWS Zurn Elkay Water Solutions C | 16.22% | 2,752,656 | $92.1M | Add +82.7% |
| AAPL Apple Inc. | 3.68% | 122,027 | $20.9M | Add +0.1% |
| MSFT Microsoft Corp. | 3.30% | 44,521 | $18.7M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.64% | 17,832 | $9.3M | Reduce -0.1% |
| KLAC KLA Corp. | 1.34% | 10,870 | $7.6M | No change |
| MRK Merck & Co. Inc. | 1.31% | 56,315 | $7.4M | Reduce -0.8% |
| ACN Accenture PLC Class A | 1.07% | 17,514 | $6.1M | Add +13.8% |
| JPST JPMorgan Ultra-Short Income | 1.06% | 119,427 | $6.0M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.97% | 27,468 | $5.5M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 0.96% | 36,315 | $5.5M | Add +3.2% |
| UNH Unitedhealth Group Inc. | 0.93% | 10,686 | $5.3M | Add +12.9% |
| VLO Valero Energy Corp. | 0.88% | 29,184 | $5.0M | Reduce -0.3% |
| FAST Fastenal Co. | 0.87% | 64,218 | $5.0M | Add +0.0% |
| TXN Texas Instruments Inc. | 0.87% | 28,404 | $4.9M | Add +5.7% |
| TRAVELERS COMPANIES INC | 0.86% | 21,250 | $4.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 11,271 | $4.7M | Add +3.5% |
| AMZN Amazon.com Inc. | 0.83% | 26,112 | $4.7M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.80% | 38,959 | $4.5M | Reduce -1.6% |
| ITW Illinois Tool Works | 0.76% | 16,151 | $4.3M | Add +0.1% |
| PEP Pepsico Inc. | 0.75% | 24,186 | $4.2M | No change |
| JNJ Johnson & Johnson | 0.72% | 25,939 | $4.1M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.72% | 25,178 | $4.1M | No change |
| ORCL Oracle Corp. | 0.72% | 32,398 | $4.1M | Add +10.8% |
| ETN Eaton Corp. PLC | 0.69% | 12,497 | $3.9M | Reduce -3.7% |
| NKE Nike Inc. Class B | 0.67% | 40,215 | $3.8M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.66% | 19,733 | $3.8M | Add +7.4% |
| BLK BlackRock Finance Inc. | 0.63% | 4,315 | $3.6M | Add +21.1% |
| COST Costco Wholesale Corp. | 0.63% | 4,882 | $3.6M | Add +28.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 33,985 | $3.4M | Reduce -7.0% |
| HD Home Depot Inc. | 0.60% | 8,953 | $3.4M | Add +21.9% |
| SYY Sysco Corp. | 0.60% | 41,720 | $3.4M | No change |
| MCD McDonald's Corp. | 0.55% | 11,128 | $3.1M | Add +0.0% |
| WMT Walmart Inc. | 0.54% | 51,293 | $3.1M | Reduce -1.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.54% | 72,715 | $3.1M | Add +3.1% |
| ADI Analog Devices Inc. | 0.54% | 15,411 | $3.0M | Add +14.9% |
| ADP Automatic Data Processing | 0.53% | 12,028 | $3.0M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.52% | 59,164 | $3.0M | Reduce -0.1% |
| CVS CVS Health Corp. | 0.49% | 35,165 | $2.8M | Reduce -1.2% |
| V Visa Inc. Class A | 0.48% | 9,796 | $2.7M | Add +3.7% |
| NEE Nextera Energy Inc. | 0.48% | 42,584 | $2.7M | Reduce -0.5% |
| ENB Enbridge Inc. | 0.47% | 73,628 | $2.7M | Add +0.7% |
| GLW Corning Inc. | 0.42% | 72,550 | $2.4M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.41% | 25,221 | $2.3M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.41% | 2,556 | $2.3M | Reduce -1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.40% | 29,727 | $2.3M | Add +2.1% |
| KR Kroger Co. | 0.40% | 39,839 | $2.3M | No change |
| CSL Carlisle Cos Inc. | 0.39% | 5,700 | $2.2M | No change |
| MA Mastercard Inc. Class A | 0.38% | 4,438 | $2.1M | Reduce -5.5% |
| LOW Lowe's Cos Inc. | 0.37% | 8,196 | $2.1M | Reduce -1.2% |
| PAYX Paychex Inc. | 0.35% | 16,369 | $2.0M | Reduce -3.6% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 17,350 | $1.9M | Add +2.5% |
| ABBV Abbvie Inc. | 0.33% | 10,309 | $1.9M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 14,811 | $1.8M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.32% | 6,354 | $1.8M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.32% | 1,358 | $1.8M | Reduce -3.7% |
| APH Amphenol Corp. Class A | 0.31% | 15,320 | $1.8M | Reduce -9.5% |
| GOOG Alphabet Inc. Class C | 0.31% | 11,580 | $1.8M | No change |
| LLY Eli Lilly & Co. | 0.30% | 2,219 | $1.7M | Reduce -4.5% |
| CB Chubb Ltd. | 0.30% | 6,658 | $1.7M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 8,634 | $1.6M | Reduce -2.6% |
| NOBL Proshares S&P 500 Dividend A | 0.27% | 15,275 | $1.5M | Reduce -4.9% |
| PSX Phillips 66 | 0.27% | 9,478 | $1.5M | No change |
| EMR Emerson Electric Co. | 0.27% | 13,300 | $1.5M | Reduce -2.2% |
| LIN Linde PLC | 0.27% | 3,243 | $1.5M | Reduce -0.0% |
| THO Thor Industries Inc. | 0.26% | 12,415 | $1.5M | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.25% | 2,966 | $1.4M | Reduce -0.3% |
| MAR Marriott International Class A | 0.25% | 5,572 | $1.4M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 2,378 | $1.4M | Reduce -0.0% |
| CNI Canadian Natl Railway Co. | 0.24% | 10,283 | $1.4M | No change |
| CAT Caterpillar Inc. | 0.23% | 3,580 | $1.3M | No change |
| AXP American Express Co. | 0.22% | 5,542 | $1.3M | Add +33.8% |
| WSO Watsco Inc. | 0.22% | 2,914 | $1.3M | Add +11.0% |
| MBB iShares MBS ETF | 0.22% | 13,404 | $1.2M | No change |
| IEF iShares 7-10 Year Treasury B | 0.21% | 12,614 | $1.2M | Add +3.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.21% | 10,290 | $1.2M | Add +3.0% |
| AME Ametek Inc. | 0.21% | 6,482 | $1.2M | Reduce -0.3% |
| MMM 3M Co. | 0.21% | 11,071 | $1.2M | No change |
| BMY Bristol-Myers Squibb Co. | 0.20% | 21,320 | $1.2M | No change |
| CTVA Corteva Inc. | 0.20% | 19,704 | $1.1M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 13,873 | $1.1M | Add +0.0% |
| CVX Chevron Corp. | 0.20% | 7,097 | $1.1M | No change |
| SYK Stryker Corp. | 0.20% | 3,120 | $1.1M | Add +4.7% |
| OMC Omnicom Group | 0.19% | 11,117 | $1.1M | Add +14.7% |
| BKNG Booking Holdings Inc. | 0.19% | 292 | $1.1M | Reduce -5.8% |
| MSA Msa Safety Inc. | 0.18% | 5,400 | $1.0M | No change |
| PFE Pfizer Inc. | 0.18% | 36,921 | $1.0M | Reduce -5.4% |
| EXR Extra Space Storage Inc. | 0.18% | 6,796 | $999K | Reduce -3.7% |
| IAU iShares Gold Trust | 0.17% | 23,496 | $987K | Reduce -3.3% |
| UNP Union Pacific Corp. | 0.17% | 3,997 | $983K | No change |
| CTAS Cintas Corp. | 0.17% | 1,415 | $972K | Reduce -9.0% |
| WM Waste Management Inc. | 0.17% | 4,550 | $970K | No change |
| ADBE Adobe Inc. | 0.17% | 1,887 | $952K | Add +2.4% |
| TLT iShares 20+ Year Treasury BD | 0.17% | 10,036 | $950K | No change |
| MCK McKesson Corp. | 0.17% | 1,765 | $948K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.16% | 8,295 | $917K | Reduce -4.1% |
| HOLX Hologic Inc. | 0.16% | 11,700 | $912K | No change |
| XSW SS SPDR S&P Soft & Serv ETF | 0.16% | 5,745 | $896K | New |
| ARE Alexandria Real Estate Equit | 0.16% | 6,945 | $895K | No change |
| PNC PNC Financial Services Group | 0.16% | 5,505 | $890K | Reduce -12.9% |
Portfolio Sells Q4 2023 → Q1 2024
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.85 |
| CAH Cardinal Health Inc. | Reduce -67.8% | 0.11% | −0.25 |
| APD Air Products & Chemicals Inc. | Reduce -50.6% | 0.13% | −0.23 |
| HUM Humana Inc. | Reduce -34.7% | 0.11% | −0.16 |
| AFL Aflac Inc. | Reduce -52.7% | 0.11% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.64% | −0.14 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.72% | −0.13 |
| TJX TJX Companies Inc. | Reduce -7.0% | 0.61% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 0.52% | −0.11 |
| TGT Target Corp. | Sold out | 0.00% | −0.10 |
| CVS CVS Health Corp. | Reduce -1.2% | 0.49% | −0.10 |
| AJG Arthur J Gallagher & Co. | Reduce -37.3% | 0.13% | −0.09 |
| AMGN Amgen Inc. | Reduce -4.0% | 0.32% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.9% | 0.41% | −0.08 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.08 |
| ADP Automatic Data Processing | Reduce -3.3% | 0.53% | −0.08 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.07 |
| RTX RTX Corp. | Sold out | 0.00% | −0.07 |
| PAYX Paychex Inc. | Reduce -3.6% | 0.35% | −0.07 |
| EXPD Expeditors Intl Wash Inc. | Reduce -26.0% | 0.10% | −0.07 |
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -0.5% | 0.48% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.07 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.06 |
| EXR Extra Space Storage Inc. | Reduce -3.7% | 0.18% | −0.06 |
| M D C HLDGS INC | Reduce -58.1% | 0.04% | −0.06 |
| DIOD Diodes Inc. | Sold out | 0.00% | −0.06 |
| OXM Oxford Industries Inc. | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Reduce -5.4% | 0.18% | −0.06 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.05 |
| FELE Franklin Electric Co. Inc. | Sold out | 0.00% | −0.05 |
| INTC Intel Corp. | Reduce -4.1% | 0.13% | −0.05 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -4.2% | 0.14% | −0.05 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.05 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.05 |
| PNC PNC Financial Services Group | Reduce -12.9% | 0.16% | −0.05 |
| NOBL Proshares S&P 500 Dividend A | Reduce -4.9% | 0.27% | −0.05 |
| TRP TC Energy Corp. | Sold out | 0.00% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -5.8% | 0.19% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -5.5% | 0.38% | −0.04 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.04 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -9.5% | 0.31% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.6% | 0.28% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -4.1% | 0.16% | −0.04 |
| UFPI Ufp Industries Inc. | Reduce -17.4% | 0.08% | −0.04 |
| CDW CDW Corp. | Reduce -44.2% | 0.04% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 0.80% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| ZWS Zurn Elkay Water Solutions C | Add +82.7% | 16.22% | +6.93 |
| TRAVELERS COMPANIES INC | New | 0.86% | +0.86 |
| XSW SS SPDR S&P Soft & Serv ETF | New | 0.16% | +0.16 |
| AMP Ameriprise Financial Inc. | New | 0.11% | +0.11 |
| TARGET CORP | New | 0.11% | +0.11 |
| COST Costco Wholesale Corp. | Add +28.4% | 0.63% | +0.10 |
| FDS Factset Research Systems Inc. | Add +232.2% | 0.12% | +0.07 |
| HD Home Depot Inc. | Add +21.9% | 0.60% | +0.07 |
| RTX CORPORATION | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +10.8% | 0.72% | +0.07 |
| CRM Salesforce Inc. | New | 0.07% | +0.07 |
| AXP American Express Co. | Add +33.8% | 0.22% | +0.06 |
| INVESCO QQQ TR | New | 0.06% | +0.06 |
| INTU Intuit Inc. | New | 0.06% | +0.06 |
| MEDP Medpace Holdings Inc. | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | New | 0.04% | +0.04 |
| HCA HCA Healthcare Inc. | New | 0.04% | +0.04 |
| DFS Discover Financial Services | New | 0.04% | +0.04 |
| IP International Paper Co. | New | 0.04% | +0.04 |
| NSA National Storage Affiliates | New | 0.04% | +0.04 |
| LPLA LPL Financial Holdings Inc. | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +7.4% | 0.66% | +0.03 |
| BLK BlackRock Finance Inc. | Add +21.1% | 0.63% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +29.1% | 0.11% | +0.02 |
| NXPI NXP Semiconductors NV | Add +37.2% | 0.11% | +0.02 |
| WAB Wabtec Corp. | Add +43.1% | 0.08% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.5% | 0.83% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.3% | 0.97% | +0.02 |
| VMC Vulcan Materials Co. | Add +12.8% | 0.13% | +0.02 |
| OMC Omnicom Group | Add +14.7% | 0.19% | +0.01 |
| SYK Stryker Corp. | Add +4.7% | 0.20% | +0.01 |
| ENSG The Ensign Group Inc. | Add +19.6% | 0.08% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.3% | 0.83% | +0.01 |
| UNM Unum Group | Add +8.6% | 0.06% | +0.00 |
| NTAP Netapp Inc. | Add +8.4% | 0.05% | +0.00 |
| IMO Imperial Oil Ltd. | Add +0.7% | 0.15% | +0.00 |
| PFF iShares Preferred & Income S | Add +17.6% | 0.05% | +0.00 |
| DHI D.R. Horton Inc. | Add +10.7% | 0.09% | +0.00 |
| FAST Fastenal Co. | Add +0.0% | 0.87% | +0.00 |
| GPC Genuine Parts Co. | Add +2.3% | 0.04% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.5% | 0.08% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +0.0% | 0.05% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.07% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.08% | −0.01 |
| ADSK Autodesk Inc. | Add +4.4% | 0.13% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.08% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.10% | −0.01 |
| SNA Snap-on Inc. | Add +4.6% | 0.11% | −0.01 |
| VRP Invesco Variable Rate Prefer | Add +5.5% | 0.13% | −0.01 |
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 |