J. W. Coons Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), J. W. Coons Advisors, LLC reported 235 stock positions worth $534.9 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 22.9% of the portfolio, followed by Zurn Elkay Water Solutions C (ZWS, 11.4%) and Apple (AAPL, 4.9%). Compared with Q1 2024, it opened 12 new positions, sold out of 15, added to 68 and reduced 62. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Zurn Elkay Water Solutions C (ZWS, shares −24%).
- Most Recent 13F
- Q2 2025
- Location
- COLUMBUS, OH
- CIK
- 0001536139
- Portfolio Value
- $534.9M (Q2 2024)
- SEC Filing
- 0001765380-24-000246 ↗ filed Jul 30, 2024
Holdings Value
Holdings 235 stocks · $534.9M
| BRK.A Berkshire Hathaway Inc. Class A | 22.89% | 200 | $122.4M | No change |
| ZWS Zurn Elkay Water Solutions C | 11.43% | 2,080,000 | $61.2M | Reduce -24.4% |
| AAPL Apple Inc. | 4.87% | 123,687 | $26.1M | Add +1.4% |
| MSFT Microsoft Corp. | 3.76% | 44,998 | $20.1M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 17,747 | $9.7M | Reduce -0.5% |
| KLAC KLA Corp. | 1.67% | 10,857 | $9.0M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 1.32% | 57,120 | $7.1M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.25% | 36,557 | $6.7M | Add +0.7% |
| JPST JPMorgan Ultra-Short Income | 1.18% | 125,385 | $6.3M | Add +5.0% |
| JPM JPMorgan Chase & Co. | 1.05% | 27,895 | $5.6M | Add +1.6% |
| TXN Texas Instruments Inc. | 1.03% | 28,307 | $5.5M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.03% | 10,810 | $5.5M | Add +1.2% |
| ACN Accenture PLC Class A | 1.00% | 17,563 | $5.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.94% | 26,112 | $5.0M | No change |
| ORCL Oracle Corp. | 0.86% | 32,498 | $4.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 11,236 | $4.6M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.84% | 39,255 | $4.5M | Add +0.8% |
| VLO Valero Energy Corp. | 0.81% | 27,674 | $4.3M | Reduce -5.2% |
| TRAVELERS COMPANIES INC | 0.81% | 21,250 | $4.3M | No change |
| COST Costco Wholesale Corp. | 0.80% | 5,051 | $4.3M | Add +3.5% |
| PG The Procter & Gamble Co. | 0.78% | 25,178 | $4.2M | No change |
| FAST Fastenal Co. | 0.75% | 64,220 | $4.0M | Add +0.0% |
| PEP Pepsico Inc. | 0.75% | 24,186 | $4.0M | No change |
| ETN Eaton Corp. PLC | 0.74% | 12,567 | $3.9M | Add +0.6% |
| ITW Illinois Tool Works | 0.72% | 16,151 | $3.8M | No change |
| JNJ Johnson & Johnson | 0.71% | 25,939 | $3.8M | No change |
| ADI Analog Devices Inc. | 0.68% | 15,996 | $3.7M | Add +3.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 32,335 | $3.6M | Reduce -4.9% |
| BLK BlackRock Finance Inc. | 0.66% | 4,483 | $3.5M | Add +3.9% |
| WMT Walmart Inc. | 0.65% | 51,293 | $3.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 19,321 | $3.3M | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.60% | 26,060 | $3.2M | Add +2.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.59% | 75,435 | $3.2M | Add +3.7% |
| NEE Nextera Energy Inc. | 0.56% | 42,584 | $3.0M | No change |
| NKE Nike Inc. Class B | 0.56% | 39,815 | $3.0M | Reduce -1.0% |
| SYY Sysco Corp. | 0.55% | 41,520 | $3.0M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.54% | 11,228 | $2.9M | Add +0.9% |
| GLW Corning Inc. | 0.53% | 72,550 | $2.8M | No change |
| CSCO Cisco Systems Inc. | 0.53% | 59,114 | $2.8M | Reduce -0.1% |
| HD Home Depot Inc. | 0.51% | 7,995 | $2.8M | Reduce -10.7% |
| ADP Automatic Data Processing | 0.51% | 11,478 | $2.7M | Reduce -4.6% |
| ENB Enbridge Inc. | 0.49% | 73,278 | $2.6M | Reduce -0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.43% | 25,221 | $2.3M | No change |
| CSL Carlisle Cos Inc. | 0.43% | 5,700 | $2.3M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.42% | 29,415 | $2.3M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.42% | 7,194 | $2.2M | Add +13.2% |
| AVGO Broadcom Inc. | 0.40% | 1,342 | $2.2M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.40% | 11,580 | $2.1M | No change |
| CVS CVS Health Corp. | 0.38% | 34,515 | $2.0M | Reduce -1.9% |
| V Visa Inc. Class A | 0.38% | 7,751 | $2.0M | Reduce -20.9% |
| MA Mastercard Inc. Class A | 0.38% | 4,577 | $2.0M | Add +3.1% |
| APH Amphenol Corp. Class A | 0.38% | 29,920 | $2.0M | Reduce -2.4% |
| KR Kroger Co. | 0.37% | 39,939 | $2.0M | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.36% | 8,716 | $1.9M | Add +6.3% |
| LLY Eli Lilly & Co. | 0.36% | 2,111 | $1.9M | Reduce -4.9% |
| PAYX Paychex Inc. | 0.35% | 15,729 | $1.9M | Reduce -3.9% |
| ABBV Abbvie Inc. | 0.33% | 10,304 | $1.8M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.33% | 3,466 | $1.7M | Add +16.9% |
| CB Chubb Ltd. | 0.32% | 6,658 | $1.7M | No change |
| IJR iShares Core S&P Small-Cap E | 0.31% | 15,379 | $1.6M | Reduce -11.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 14,811 | $1.5M | No change |
| LIN Linde PLC | 0.27% | 3,248 | $1.4M | Add +0.1% |
| EMR Emerson Electric Co. | 0.27% | 12,900 | $1.4M | Reduce -3.0% |
| EXR Extra Space Storage Inc. | 0.26% | 8,928 | $1.4M | Add +31.4% |
| WSO Watsco Inc. | 0.26% | 2,979 | $1.4M | Add +2.2% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 7,421 | $1.4M | Reduce -14.1% |
| PSX Phillips 66 | 0.25% | 9,573 | $1.4M | Add +1.0% |
| MAR Marriott International Class A | 0.25% | 5,572 | $1.3M | No change |
| AXP American Express Co. | 0.25% | 5,742 | $1.3M | Add +3.6% |
| MBB iShares MBS ETF | 0.24% | 14,204 | $1.3M | Add +6.0% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 2,333 | $1.3M | Reduce -1.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.24% | 15,429 | $1.3M | Add +11.2% |
| IEF iShares 7-10 Year Treasury B | 0.23% | 13,104 | $1.2M | Add +3.9% |
| CNI Canadian Natl Railway Co. | 0.23% | 10,283 | $1.2M | No change |
| CAT Caterpillar Inc. | 0.22% | 3,580 | $1.2M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 10,310 | $1.2M | Add +0.2% |
| THO Thor Industries Inc. | 0.22% | 12,645 | $1.2M | Add +1.9% |
| BKNG Booking Holdings Inc. | 0.21% | 290 | $1.1M | Reduce -0.7% |
| SYK Stryker Corp. | 0.21% | 3,326 | $1.1M | Add +6.6% |
| MMM 3M Co. | 0.21% | 11,071 | $1.1M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.21% | 10,210 | $1.1M | Add +23.1% |
| CVX Chevron Corp. | 0.21% | 7,097 | $1.1M | No change |
| AME Ametek Inc. | 0.20% | 6,482 | $1.1M | No change |
| CTVA Corteva Inc. | 0.20% | 19,704 | $1.1M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 11,035 | $1.1M | Reduce -27.8% |
| AMAT Applied Materials Inc. | 0.20% | 4,465 | $1.1M | Add +60.3% |
| ADBE Adobe Inc. | 0.19% | 1,869 | $1.0M | Reduce -0.9% |
| OMC Omnicom Group | 0.19% | 11,567 | $1.0M | Add +4.0% |
| IAU iShares Gold Trust | 0.19% | 23,496 | $1.0M | No change |
| MCK McKesson Corp. | 0.19% | 1,765 | $1.0M | No change |
| PFE Pfizer Inc. | 0.19% | 36,721 | $1.0M | Reduce -0.5% |
| MSA Msa Safety Inc. | 0.19% | 5,400 | $1.0M | No change |
| XSW SS SPDR S&P Soft & Serv ETF | 0.19% | 6,625 | $1.0M | Add +15.3% |
| ECL Ecolab Inc. | 0.19% | 4,174 | $993K | Add +12.7% |
| WM Waste Management Inc. | 0.18% | 4,550 | $971K | No change |
| CTAS Cintas Corp. | 0.18% | 1,355 | $949K | Reduce -4.2% |
| TLT iShares 20+ Year Treasury BD | 0.18% | 10,236 | $939K | Add +2.0% |
| UNP Union Pacific Corp. | 0.17% | 3,931 | $889K | Reduce -1.6% |
| ICE Intercontinental Exchange Inc. | 0.16% | 6,395 | $875K | No change |
| HOLX Hologic Inc. | 0.16% | 11,700 | $869K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| ZWS Zurn Elkay Water Solutions C | Reduce -24.4% | 11.43% | −4.79 |
| INTC Intel Corp. | Sold out | 0.00% | −0.13 |
| CVS CVS Health Corp. | Reduce -1.9% | 0.38% | −0.11 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.11 |
| HUM Humana Inc. | Sold out | 0.00% | −0.11 |
| NKE Nike Inc. Class B | Reduce -1.0% | 0.56% | −0.10 |
| V Visa Inc. Class A | Reduce -20.9% | 0.38% | −0.10 |
| HD Home Depot Inc. | Reduce -10.7% | 0.51% | −0.09 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -58.5% | 0.05% | −0.09 |
| NOBL Proshares S&P 500 Dividend A | Reduce -27.8% | 0.20% | −0.07 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.07 |
| VLO Valero Energy Corp. | Reduce -5.2% | 0.81% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -11.7% | 0.15% | −0.06 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.05 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.05 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.05 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.04 |
| SYY Sysco Corp. | Reduce -0.5% | 0.55% | −0.04 |
| M D C HLDGS INC | Sold out | 0.00% | −0.04 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.04 |
| CAH Cardinal Health Inc. | Reduce -32.6% | 0.07% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.04 |
| NEU Newmarket Corp. | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -2.1% | 0.62% | −0.04 |
| CDW CDW Corp. | Sold out | 0.00% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.4% | 0.31% | −0.03 |
| ARE Alexandria Real Estate Equit | Reduce -14.4% | 0.13% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -28.5% | 0.11% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -14.1% | 0.25% | −0.02 |
| ADP Automatic Data Processing | Reduce -4.6% | 0.51% | −0.02 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -24.4% | 0.05% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -18.5% | 0.12% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -19.8% | 0.06% | −0.01 |
| USB US Bancorp | Reduce -1.0% | 0.14% | −0.01 |
| BALL Ball Corp. | Reduce -4.7% | 0.09% | −0.01 |
| GD General Dynamics Corp. | Reduce -16.1% | 0.10% | −0.01 |
| MET Metlife Inc. | Reduce -10.3% | 0.08% | −0.01 |
| SNA Snap-on Inc. | Reduce -0.2% | 0.10% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.6% | 0.17% | −0.01 |
| ADSK Autodesk Inc. | Reduce -5.0% | 0.12% | −0.01 |
| PAYX Paychex Inc. | Reduce -3.9% | 0.35% | −0.01 |
| CSX CSX Corp. | Reduce -7.5% | 0.04% | −0.00 |
| GILD Gilead Sciences Inc. | Reduce -3.0% | 0.13% | −0.00 |
| UFPI Ufp Industries Inc. | Reduce -2.6% | 0.07% | −0.00 |
| AFL Aflac Inc. | Reduce -13.0% | 0.10% | −0.00 |
| IPG Interpublic Group of Cos Inc. | Reduce -0.9% | 0.06% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.8% | 0.08% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.9% | 0.24% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +1.4% | 4.87% | +1.19 |
| MSFT Microsoft Corp. | Add +1.1% | 3.76% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 1.25% | +0.28 |
| NVDA Nvidia Corp. | Add +2.0% | 0.60% | +0.20 |
| COST Costco Wholesale Corp. | Add +3.5% | 0.80% | +0.17 |
| ADI Analog Devices Inc. | Add +3.8% | 0.68% | +0.15 |
| ORCL Oracle Corp. | Add +0.3% | 0.86% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +5.0% | 1.18% | +0.12 |
| QLTY GMO U.S. Quality ETF | New | 0.11% | +0.11 |
| AMGN Amgen Inc. | Add +13.2% | 0.42% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +1.2% | 1.03% | +0.10 |
| AMAT Applied Materials Inc. | Add +60.3% | 0.20% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 1.05% | +0.09 |
| EXR Extra Space Storage Inc. | Add +31.4% | 0.26% | +0.08 |
| META Meta Platforms Inc. Class A | Add +16.9% | 0.33% | +0.07 |
| MSI Motorola Solutions Inc. | New | 0.06% | +0.06 |
| GRMN Garmin Ltd. | New | 0.05% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.05% | +0.05 |
| SRLN SS Blackstone Sr Loan ETF | Add +3.7% | 0.59% | +0.05 |
| SHV iShares 0-1 Year Treasury Bo | Add +23.1% | 0.21% | +0.05 |
| ETN Eaton Corp. PLC | Add +0.6% | 0.74% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.84% | +0.05 |
| HSY The Hershey Co. | New | 0.05% | +0.05 |
| CACI Caci International Inc. Class A | New | 0.05% | +0.05 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.04% | +0.04 |
| RJF Raymond James Financial Inc. | New | 0.04% | +0.04 |
| CASY Casey's General Stores Inc. | New | 0.04% | +0.04 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.04% | +0.04 |
| QCOM Qualcomm Inc. | New | 0.04% | +0.04 |
| WSO Watsco Inc. | Add +2.2% | 0.26% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +11.2% | 0.24% | +0.04 |
| ECL Ecolab Inc. | Add +12.7% | 0.19% | +0.04 |
| NXPI NXP Semiconductors NV | Add +12.1% | 0.14% | +0.03 |
| MCO Moody's Corp. | Add +10.0% | 0.16% | +0.03 |
| XSW SS SPDR S&P Soft & Serv ETF | Add +15.3% | 0.19% | +0.03 |
| BLK BlackRock Finance Inc. | Add +3.9% | 0.66% | +0.03 |
| AXP American Express Co. | Add +3.6% | 0.25% | +0.03 |
| MBB iShares MBS ETF | Add +6.0% | 0.24% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +4.1% | 0.16% | +0.03 |
| VMC Vulcan Materials Co. | Add +23.2% | 0.15% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.13% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +45.1% | 0.07% | +0.02 |
| INTU Intuit Inc. | Add +31.1% | 0.08% | +0.02 |
| AMP Ameriprise Financial Inc. | Add +16.4% | 0.13% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +20.6% | 0.08% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +3.9% | 0.23% | +0.02 |
| WAB Wabtec Corp. | Add +7.9% | 0.10% | +0.02 |
| BAC Bank of America Corp. | Add +21.3% | 0.07% | +0.02 |
| NTAP Netapp Inc. | Add +2.5% | 0.06% | +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 |