J. W. Coons Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), J. W. Coons Advisors, LLC reported 229 stock positions worth $389.3 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Zurn Elkay Water Solutions C (ZWS, 6.6%) and Microsoft (MSFT, 4.9%). Compared with Q3 2024, it opened 11 new positions, sold out of 21, added to 56 and reduced 99. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +8%) and the biggest sale an exit from Berkshire Hathaway Class A (BRK.A).
- Most Recent 13F
- Q2 2025
- Location
- COLUMBUS, OH
- CIK
- 0001536139
- Portfolio Value
- $389.3M (Q4 2024)
- SEC Filing
- 0001765380-25-000034 ↗ filed Feb 4, 2025
Holdings Value
Holdings 229 stocks · $389.3M
| AAPL Apple Inc. | 7.67% | 119,217 | $29.9M | Reduce -2.5% |
| ZWS Zurn Elkay Water Solutions C | 6.59% | 688,164 | $25.7M | No change |
| MSFT Microsoft Corp. | 4.86% | 44,850 | $18.9M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.66% | 17,663 | $10.4M | Reduce -0.8% |
| JPST JPMorgan Ultra-Short Income | 1.85% | 142,955 | $7.2M | Add +7.9% |
| KLAC KLA Corp. | 1.75% | 10,782 | $6.8M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.71% | 35,154 | $6.7M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 1.67% | 27,052 | $6.5M | Reduce -2.8% |
| ACN Accenture PLC Class A | 1.51% | 16,760 | $5.9M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 1.46% | 57,305 | $5.7M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.45% | 25,687 | $5.6M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 1.39% | 10,725 | $5.4M | Reduce -0.2% |
| ORCL Oracle Corp. | 1.35% | 31,559 | $5.3M | Reduce -3.9% |
| TXN Texas Instruments Inc. | 1.33% | 27,707 | $5.2M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 11,073 | $5.0M | Reduce -0.0% |
| TRV The Travelers Cos Inc. | 1.28% | 20,750 | $5.0M | Reduce -2.4% |
| FAST Fastenal Co. | 1.18% | 63,733 | $4.6M | Reduce -0.6% |
| WMT Walmart Inc. | 1.17% | 50,493 | $4.6M | No change |
| COST Costco Wholesale Corp. | 1.16% | 4,925 | $4.5M | Reduce -3.0% |
| BLK BlackRock Inc. | 1.15% | 4,366 | $4.5M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 1.12% | 26,089 | $4.4M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.12% | 19,808 | $4.4M | Add +1.0% |
| ETN Eaton Corp. PLC | 1.09% | 12,757 | $4.2M | Add +0.9% |
| XOM Exxon Mobil Corp. | 1.08% | 39,232 | $4.2M | Reduce -0.6% |
| ITW Illinois Tool Works | 1.05% | 16,176 | $4.1M | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.01% | 32,398 | $3.9M | Add +0.7% |
| PEP Pepsico Inc. | 0.94% | 23,986 | $3.6M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.93% | 24,919 | $3.6M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.89% | 25,890 | $3.5M | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.88% | 58,194 | $3.4M | Reduce -1.6% |
| ADI Analog Devices Inc. | 0.88% | 16,179 | $3.4M | Add +1.4% |
| VLO Valero Energy Corp. | 0.85% | 26,987 | $3.3M | Reduce -2.3% |
| MCD McDonald's Corp. | 0.82% | 11,045 | $3.2M | Reduce -0.7% |
| SYY Sysco Corp. | 0.81% | 41,320 | $3.2M | No change |
| ADP Automatic Data Processing | 0.81% | 10,768 | $3.2M | Reduce -4.1% |
| ENB Enbridge Inc. | 0.81% | 74,284 | $3.2M | Add +0.6% |
| NEE Nextera Energy Inc. | 0.78% | 42,312 | $3.0M | Reduce -0.6% |
| GLW Corning Inc. | 0.76% | 62,550 | $3.0M | Reduce -13.8% |
| HD Home Depot Inc. | 0.73% | 7,331 | $2.9M | Reduce -7.7% |
| AVGO Broadcom Inc. | 0.73% | 12,198 | $2.8M | Reduce -6.9% |
| SRLN SS Blackstone Sr Loan ETF | 0.72% | 66,780 | $2.8M | Reduce -10.6% |
| NKE Nike Inc. Class B | 0.68% | 35,145 | $2.7M | Reduce -7.0% |
| KR Kroger Co. | 0.64% | 40,665 | $2.5M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.63% | 31,195 | $2.4M | Add +3.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.60% | 25,478 | $2.3M | No change |
| V Visa Inc. Class A | 0.59% | 7,251 | $2.3M | Reduce -5.8% |
| GOOG Alphabet Inc. Class C | 0.57% | 11,580 | $2.2M | No change |
| PAYX Paychex Inc. | 0.56% | 15,428 | $2.2M | Reduce -1.1% |
| LOW Lowe's Cos Inc. | 0.55% | 8,691 | $2.1M | Reduce -0.3% |
| CSL Carlisle Cos Inc. | 0.54% | 5,700 | $2.1M | No change |
| META Meta Platforms Inc. Class A | 0.52% | 3,464 | $2.0M | No change |
| MA Mastercard Inc. Class A | 0.51% | 3,751 | $2.0M | Add +1.8% |
| APH Amphenol Corp. Class A | 0.51% | 28,385 | $2.0M | Reduce -2.3% |
| CB Chubb Ltd. | 0.47% | 6,658 | $1.8M | No change |
| AMGN Amgen Inc. | 0.46% | 6,819 | $1.8M | Reduce -3.3% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 15,323 | $1.8M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.45% | 9,914 | $1.8M | Reduce -3.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 15,755 | $1.7M | Add +15.2% |
| LLY Eli Lilly & Co. | 0.42% | 2,116 | $1.6M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 14,611 | $1.6M | Reduce -1.4% |
| EMR Emerson Electric Co. | 0.41% | 12,900 | $1.6M | No change |
| CVS CVS Health Corp. | 0.39% | 34,020 | $1.5M | Reduce -0.9% |
| PYLD PIMCO Multisector Bond Actv | 0.39% | 58,380 | $1.5M | Add +194.8% |
| MAR Marriott International Class A | 0.38% | 5,372 | $1.5M | No change |
| WSO Watsco Inc. | 0.37% | 3,074 | $1.5M | Add +2.5% |
| BKNG Booking Holdings Inc. | 0.37% | 290 | $1.4M | No change |
| MMM 3M Co. | 0.37% | 11,041 | $1.4M | No change |
| AXP American Express Co. | 0.35% | 4,597 | $1.4M | Reduce -18.0% |
| LIN Linde PLC | 0.35% | 3,213 | $1.3M | Reduce -1.1% |
| EXR Extra Space Storage Inc. | 0.34% | 8,834 | $1.3M | Reduce -0.6% |
| SYK Stryker Corp. | 0.34% | 3,653 | $1.3M | Add +0.7% |
| CAT Caterpillar Inc. | 0.32% | 3,480 | $1.3M | Reduce -2.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 15,334 | $1.3M | Reduce -9.0% |
| XSW SS SPDR S&P Soft & Serv ETF | 0.32% | 6,495 | $1.2M | Reduce -3.3% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 2,321 | $1.2M | Reduce -0.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.31% | 10,370 | $1.2M | Reduce -2.5% |
| IEF iShares 7-10 Year Treasury B | 0.30% | 12,844 | $1.2M | Reduce -3.0% |
| IAU iShares Gold Trust | 0.30% | 23,691 | $1.2M | Add +0.1% |
| AME Ametek Inc. | 0.30% | 6,437 | $1.2M | Reduce -0.3% |
| MBB iShares MBS ETF | 0.30% | 12,634 | $1.2M | Reduce -13.9% |
| CTVA Corteva Inc. | 0.29% | 19,704 | $1.1M | No change |
| PSX Phillips 66 | 0.28% | 9,658 | $1.1M | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 18,720 | $1.1M | Reduce -0.5% |
| PNC PNC Financial Services Group | 0.27% | 5,470 | $1.1M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 5,268 | $1.0M | Reduce -28.4% |
| CVX Chevron Corp. | 0.26% | 7,097 | $1.0M | No change |
| ECL Ecolab Inc. | 0.26% | 4,299 | $1.0M | Add +1.3% |
| CNI Canadian Natl Railway Co. | 0.26% | 9,883 | $1.0M | Reduce -3.9% |
| UNP Union Pacific Corp. | 0.25% | 4,288 | $978K | Add +8.9% |
| OMC Omnicom Group | 0.25% | 11,358 | $977K | Reduce -1.4% |
| CTAS Cintas Corp. | 0.25% | 5,330 | $974K | Add +0.2% |
| GILD Gilead Sciences Inc. | 0.25% | 10,445 | $965K | Add +0.7% |
| QLTY GMO U.S. Quality ETF | 0.25% | 30,147 | $964K | Add +44.2% |
| MCO Moody's Corp. | 0.25% | 2,028 | $960K | Reduce -0.9% |
| ICE Intercontinental Exchange Inc. | 0.24% | 6,395 | $953K | No change |
| VCIT Vanguard Int-Term Corporate | 0.24% | 11,750 | $943K | Add +120.2% |
| IWF iShares Russell 1000 Growth | 0.24% | 2,292 | $920K | No change |
| WM Waste Management Inc. | 0.24% | 4,550 | $918K | No change |
| MSA Msa Safety Inc. | 0.23% | 5,400 | $895K | No change |
| MCK McKesson Corp. | 0.23% | 1,570 | $895K | Reduce -8.7% |
Portfolio Sells Q3 2024 → Q4 2024
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −25.72 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.06 |
| HOLX Hologic Inc. | Reduce -43.5% | 0.12% | −0.05 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.05 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.05 |
| THO Thor Industries Inc. | Reduce -32.7% | 0.20% | −0.05 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.05 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.04 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| CEG Constellation Energy | Sold out | 0.00% | −0.04 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.04 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.04 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.04 |
| CSX CSX Corp. | Sold out | 0.00% | −0.04 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.04 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.04 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.04 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.04 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.04 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| DHI D.R. Horton Inc. | Reduce -36.2% | 0.07% | −0.04 |
| TGT Target Corp. | Reduce -36.6% | 0.08% | −0.02 |
| ELV Elevance Health Inc. | Reduce -13.5% | 0.12% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -29.4% | 0.18% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -38.0% | 0.08% | −0.01 |
| CVS CVS Health Corp. | Reduce -0.9% | 0.39% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -33.5% | 0.10% | −0.01 |
| ADBE Adobe Inc. | Reduce -18.7% | 0.17% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -28.4% | 0.27% | −0.01 |
| DOW Dow Inc. | Reduce -4.5% | 0.14% | −0.00 |
| ZTS Zoetis Inc. | Reduce -6.4% | 0.06% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -20.1% | 0.07% | +0.01 |
| HSY The Hershey Co. | Reduce -6.4% | 0.05% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -2.5% | 0.05% | +0.01 |
| PGX Invesco Preferred ETF | Reduce -8.3% | 0.08% | +0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -19.3% | 0.10% | +0.01 |
| INTU Intuit Inc. | Reduce -15.1% | 0.09% | +0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -2.8% | 0.13% | +0.01 |
| CAH Cardinal Health Inc. | Reduce -16.4% | 0.08% | +0.02 |
| TIP iShares Tips Bond ETF | Reduce -12.4% | 0.11% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.1% | 0.10% | +0.02 |
| KMI Kinder Morgan Inc. | Reduce -13.6% | 0.06% | +0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.6% | 0.09% | +0.02 |
| CMCSA Comcast Corp. Class A | Reduce -6.8% | 0.16% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -7.1% | 0.09% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -8.3% | 0.22% | +0.02 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.18% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| JPST JPMorgan Ultra-Short Income | Add +7.9% | 1.85% | +0.60 |
| IBM Intl Business Machines Corp. | Add +1.0% | 1.12% | +0.31 |
| ETN Eaton Corp. PLC | Add +0.9% | 1.09% | +0.31 |
| TJX TJX Companies Inc. | Add +0.7% | 1.01% | +0.30 |
| PYLD PIMCO Multisector Bond Actv | Add +194.8% | 0.39% | +0.29 |
| ITW Illinois Tool Works | Add +0.0% | 1.05% | +0.27 |
| MRK Merck & Co. Inc. | Add +0.3% | 1.46% | +0.26 |
| ENB Enbridge Inc. | Add +0.6% | 0.81% | +0.25 |
| KR Kroger Co. | Add +0.9% | 0.64% | +0.21 |
| ADI Analog Devices Inc. | Add +1.4% | 0.88% | +0.20 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.3% | 0.63% | +0.18 |
| MA Mastercard Inc. Class A | Add +1.8% | 0.51% | +0.17 |
| SHV iShares 0-1 Year Treasury Bo | Add +15.2% | 0.45% | +0.16 |
| VCIT Vanguard Int-Term Corporate | Add +120.2% | 0.24% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.16% | +0.16 |
| QLTY GMO U.S. Quality ETF | Add +44.2% | 0.25% | +0.12 |
| BX Blackstone Inc. | New | 0.11% | +0.11 |
| DGRW Wisdomtree U.S. Quality Divi | Add +115.8% | 0.16% | +0.10 |
| WSO Watsco Inc. | Add +2.5% | 0.37% | +0.10 |
| SYK Stryker Corp. | Add +0.7% | 0.34% | +0.09 |
| GILD Gilead Sciences Inc. | Add +0.7% | 0.25% | +0.09 |
| IAU iShares Gold Trust | Add +0.1% | 0.30% | +0.08 |
| VRP Invesco Variable Rate Prefer | Add +17.5% | 0.21% | +0.08 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.42% | +0.07 |
| UNP Union Pacific Corp. | Add +8.9% | 0.25% | +0.07 |
| ROST Ross Stores Inc. | New | 0.07% | +0.07 |
| WMB Williams Cos Inc. | New | 0.07% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +73.4% | 0.12% | +0.07 |
| INGR Ingredion Inc. | New | 0.06% | +0.06 |
| ENSG The Ensign Group Inc. | Add +24.5% | 0.16% | +0.06 |
| JBL Jabil Inc. | New | 0.06% | +0.06 |
| MZTI The Marzetti Company | Add +0.2% | 0.22% | +0.06 |
| ECL Ecolab Inc. | Add +1.3% | 0.26% | +0.06 |
| WAB Wabtec Corp. | Add +0.3% | 0.19% | +0.06 |
| EPD Enterprise Products Partners | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | New | 0.05% | +0.05 |
| HPQ HP Inc. | New | 0.05% | +0.05 |
| NFLX Netflix Inc. | New | 0.05% | +0.05 |
| IP International Paper Co. | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | Add +15.3% | 0.22% | +0.05 |
| PSX Phillips 66 | Add +0.6% | 0.28% | +0.05 |
| CTAS Cintas Corp. | Add +0.2% | 0.25% | +0.05 |
| BKLN Invesco Senior Loan ETF | Add +23.4% | 0.11% | +0.04 |
| JHG Janus Henderson Group PLC | Add +13.9% | 0.10% | +0.04 |
| SLV iShares Silver Trust | Add +5.7% | 0.15% | +0.04 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.15% | +0.04 |
| IMO Imperial Oil Ltd. | Add +2.7% | 0.20% | +0.04 |
| MET Metlife Inc. | Add +1.6% | 0.13% | +0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +8.9% | 0.13% | +0.04 |
| PFF iShares Preferred & Income S | Add +25.2% | 0.09% | +0.04 |
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 |