J. W. Coons Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), J. W. Coons Advisors, LLC reported 231 stock positions worth $379.1 million. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Zurn Elkay Water Solutions C (ZWS, 6.0%) and Microsoft (MSFT, 4.4%). Compared with Q4 2024, it opened 7 new positions, sold out of 5, added to 80 and reduced 69. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2025
- Location
- COLUMBUS, OH
- CIK
- 0001536139
- Portfolio Value
- $379.1M (Q1 2025)
- SEC Filing
- 0001765380-25-000170 ↗ filed May 6, 2025
Holdings Value
Holdings 231 stocks · $379.1M
| AAPL Apple Inc. | 6.86% | 117,149 | $26.0M | Reduce -1.7% |
| ZWS Zurn Elkay Water Solutions C | 5.99% | 688,164 | $22.7M | No change |
| MSFT Microsoft Corp. | 4.42% | 44,650 | $16.8M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.63% | 17,799 | $10.0M | Add +0.8% |
| JPST JPMorgan Ultra-Short Income | 1.96% | 146,740 | $7.4M | Add +2.6% |
| KLAC KLA Corp. | 1.95% | 10,882 | $7.4M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 1.72% | 26,602 | $6.5M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 10,730 | $5.7M | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 1.48% | 10,703 | $5.6M | Reduce -0.2% |
| TRV The Travelers Cos Inc. | 1.45% | 20,750 | $5.5M | No change |
| GOOGL Alphabet Inc. Class A | 1.41% | 34,658 | $5.4M | Reduce -1.4% |
| ACN Accenture PLC Class A | 1.41% | 17,074 | $5.3M | Add +1.9% |
| MRK Merck & Co. Inc. | 1.36% | 57,390 | $5.2M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.33% | 20,308 | $5.0M | Add +2.5% |
| FAST Fastenal Co. | 1.31% | 63,955 | $5.0M | Add +0.3% |
| TXN Texas Instruments Inc. | 1.28% | 27,077 | $4.9M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 1.26% | 25,101 | $4.8M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 1.23% | 39,253 | $4.7M | Add +0.1% |
| PG The Procter & Gamble Co. | 1.21% | 26,985 | $4.6M | Add +3.4% |
| COST Costco Wholesale Corp. | 1.20% | 4,805 | $4.5M | Reduce -2.4% |
| WMT Walmart Inc. | 1.19% | 51,393 | $4.5M | Add +1.8% |
| ORCL Oracle Corp. | 1.16% | 31,490 | $4.4M | Reduce -0.2% |
| BLK BlackRock Inc. | 1.08% | 4,310 | $4.1M | Reduce -1.3% |
| ITW Illinois Tool Works | 1.04% | 15,966 | $4.0M | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.03% | 32,021 | $3.9M | Reduce -1.2% |
| JNJ Johnson & Johnson | 1.01% | 23,117 | $3.8M | Reduce -7.2% |
| CSCO Cisco Systems Inc. | 0.96% | 59,158 | $3.7M | Add +1.7% |
| PEP Pepsico Inc. | 0.95% | 24,086 | $3.6M | Add +0.4% |
| MCD McDonald's Corp. | 0.94% | 11,446 | $3.6M | Add +3.6% |
| VLO Valero Energy Corp. | 0.94% | 26,918 | $3.6M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.91% | 12,697 | $3.5M | Reduce -0.5% |
| ENB Enbridge Inc. | 0.88% | 75,341 | $3.3M | Add +1.4% |
| ADI Analog Devices Inc. | 0.83% | 15,654 | $3.2M | Reduce -3.2% |
| SYY Sysco Corp. | 0.82% | 41,494 | $3.1M | Add +0.4% |
| ADP Automatic Data Processing | 0.81% | 10,067 | $3.1M | Reduce -6.5% |
| NEE Nextera Energy Inc. | 0.81% | 43,062 | $3.1M | Add +1.8% |
| GLW Corning Inc. | 0.77% | 63,578 | $2.9M | Add +1.6% |
| NVDA Nvidia Corp. | 0.75% | 26,140 | $2.8M | Add +1.0% |
| KR Kroger Co. | 0.73% | 41,125 | $2.8M | Add +1.1% |
| HD Home Depot Inc. | 0.71% | 7,295 | $2.7M | Reduce -0.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.69% | 63,320 | $2.6M | Reduce -5.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.67% | 32,284 | $2.5M | Add +3.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.65% | 26,968 | $2.5M | Add +5.8% |
| V Visa Inc. Class A | 0.64% | 6,926 | $2.4M | Reduce -4.5% |
| PAYX Paychex Inc. | 0.62% | 15,157 | $2.3M | Reduce -1.8% |
| CVS CVS Health Corp. | 0.59% | 33,255 | $2.3M | Reduce -2.3% |
| NKE Nike Inc. Class B | 0.59% | 35,145 | $2.2M | No change |
| MA Mastercard Inc. Class A | 0.54% | 3,751 | $2.1M | No change |
| CB Chubb Ltd. | 0.54% | 6,758 | $2.0M | Add +1.5% |
| AMGN Amgen Inc. | 0.54% | 6,520 | $2.0M | Reduce -4.4% |
| LOW Lowe's Cos Inc. | 0.53% | 8,691 | $2.0M | No change |
| ABBV Abbvie Inc. | 0.53% | 9,667 | $2.0M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.53% | 3,506 | $2.0M | Add +1.2% |
| CSL Carlisle Cos Inc. | 0.51% | 5,700 | $1.9M | No change |
| APH Amphenol Corp. Class A | 0.51% | 29,437 | $1.9M | Add +3.7% |
| PYLD PIMCO Multisector Bond Actv | 0.50% | 72,270 | $1.9M | Add +23.8% |
| AVGO Broadcom Inc. | 0.49% | 11,081 | $1.9M | Reduce -9.2% |
| GOOG Alphabet Inc. Class C | 0.49% | 11,780 | $1.8M | Add +1.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.47% | 15,970 | $1.8M | Add +1.4% |
| LLY Eli Lilly & Co. | 0.44% | 2,015 | $1.7M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 15,577 | $1.6M | Add +1.7% |
| MMM 3M Co. | 0.43% | 11,041 | $1.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 2 | $1.6M | New |
| WSO Watsco Inc. | 0.41% | 3,079 | $1.6M | Add +0.2% |
| LIN Linde PLC | 0.41% | 3,313 | $1.5M | Add +3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 14,461 | $1.4M | Reduce -1.0% |
| EMR Emerson Electric Co. | 0.38% | 13,000 | $1.4M | Add +0.8% |
| IAU iShares Gold Trust | 0.37% | 23,691 | $1.4M | No change |
| EXR Extra Space Storage Inc. | 0.36% | 9,212 | $1.4M | Add +4.3% |
| BKNG Booking Holdings Inc. | 0.35% | 290 | $1.3M | No change |
| MAR Marriott International Class A | 0.34% | 5,372 | $1.3M | No change |
| CVX Chevron Corp. | 0.34% | 7,613 | $1.3M | Add +7.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.33% | 15,338 | $1.3M | Add +0.0% |
| CTVA Corteva Inc. | 0.33% | 19,704 | $1.2M | No change |
| SYK Stryker Corp. | 0.33% | 3,318 | $1.2M | Reduce -9.2% |
| IEF iShares 7-10 Year Treasury B | 0.32% | 12,844 | $1.2M | No change |
| PSX Phillips 66 | 0.32% | 9,818 | $1.2M | Add +1.7% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 19,520 | $1.2M | Add +4.3% |
| AXP American Express Co. | 0.31% | 4,407 | $1.2M | Reduce -4.1% |
| MBB iShares MBS ETF | 0.31% | 12,634 | $1.2M | No change |
| GILD Gilead Sciences Inc. | 0.31% | 10,493 | $1.2M | Add +0.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.31% | 9,920 | $1.2M | Reduce -4.3% |
| CAT Caterpillar Inc. | 0.29% | 3,380 | $1.1M | Reduce -2.9% |
| ICE Intercontinental Exchange Inc. | 0.29% | 6,395 | $1.1M | No change |
| AME Ametek Inc. | 0.29% | 6,347 | $1.1M | Reduce -1.4% |
| XSW SS SPDR S&P Soft & Serv ETF | 0.28% | 6,695 | $1.1M | Add +3.1% |
| MCK McKesson Corp. | 0.28% | 1,570 | $1.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 2,119 | $1.1M | Reduce -8.7% |
| WM Waste Management Inc. | 0.28% | 4,550 | $1.1M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 5,148 | $999K | Reduce -2.3% |
| MCO Moody's Corp. | 0.26% | 2,128 | $991K | Add +4.9% |
| VCIT Vanguard Int-Term Corporate | 0.26% | 12,025 | $983K | Add +2.3% |
| CNI Canadian Natl Railway Co. | 0.25% | 9,883 | $963K | No change |
| PNC PNC Financial Services Group | 0.25% | 5,470 | $961K | No change |
| QLTY GMO U.S. Quality ETF | 0.25% | 29,854 | $933K | Reduce -1.0% |
| OMC Omnicom Group | 0.24% | 11,177 | $927K | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.24% | 6,343 | $921K | Add +20.6% |
| UNP Union Pacific Corp. | 0.23% | 3,723 | $880K | Reduce -13.2% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.23% | 4,989 | $873K | No change |
| CTAS Cintas Corp. | 0.23% | 4,190 | $861K | Reduce -21.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.7% | 6.86% | −0.80 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.42% | −0.43 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 1.41% | −0.30 |
| AVGO Broadcom Inc. | Reduce -9.2% | 0.49% | −0.24 |
| ORCL Oracle Corp. | Reduce -0.2% | 1.16% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 1.26% | −0.19 |
| ETN Eaton Corp. PLC | Reduce -0.5% | 0.91% | −0.18 |
| UFPI Ufp Industries Inc. | Sold out | 0.00% | −0.11 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.08 |
| ECL Ecolab Inc. | Reduce -37.7% | 0.18% | −0.08 |
| BLK BlackRock Inc. | Reduce -1.3% | 1.08% | −0.07 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.07 |
| ADBE Adobe Inc. | Reduce -27.1% | 0.11% | −0.06 |
| NXPI NXP Semiconductors NV | Reduce -32.0% | 0.10% | −0.06 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.05 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.05 |
| THO Thor Industries Inc. | Reduce -8.5% | 0.15% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -2.3% | 1.28% | −0.05 |
| ADI Analog Devices Inc. | Reduce -3.2% | 0.83% | −0.05 |
| DIS The Walt Disney Co. | Reduce -1.0% | 0.38% | −0.04 |
| EXPD Expeditors Intl Wash Inc. | Reduce -38.5% | 0.09% | −0.04 |
| AXP American Express Co. | Reduce -4.1% | 0.31% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -6.5% | 0.20% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.7% | 0.28% | −0.03 |
| CAT Caterpillar Inc. | Reduce -2.9% | 0.29% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -5.2% | 0.69% | −0.03 |
| DOW Dow Inc. | Reduce -10.5% | 0.11% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -21.9% | 0.12% | −0.03 |
| HD Home Depot Inc. | Reduce -0.5% | 0.71% | −0.03 |
| CTAS Cintas Corp. | Reduce -21.4% | 0.23% | −0.02 |
| INTU Intuit Inc. | Reduce -22.2% | 0.07% | −0.02 |
| UNP Union Pacific Corp. | Reduce -13.2% | 0.23% | −0.02 |
| BAX Baxter International Inc. | Reduce -32.2% | 0.07% | −0.02 |
| VMC Vulcan Materials Co. | Reduce -1.7% | 0.18% | −0.02 |
| HON Honeywell International Inc. | Reduce -8.2% | 0.10% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -16.5% | 0.06% | −0.01 |
| SYK Stryker Corp. | Reduce -9.2% | 0.33% | −0.01 |
| AME Ametek Inc. | Reduce -1.4% | 0.29% | −0.01 |
| ITW Illinois Tool Works | Reduce -1.3% | 1.04% | −0.01 |
| IPG Interpublic Group of Cos Inc. | Reduce -8.2% | 0.08% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -25.5% | 0.09% | −0.01 |
| OMC Omnicom Group | Reduce -1.6% | 0.24% | −0.01 |
| NSA National Storage Affiliates | Reduce -11.2% | 0.08% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -7.0% | 0.18% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 0.26% | −0.00 |
| QLTY GMO U.S. Quality ETF | Reduce -1.0% | 0.25% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -0.9% | 0.09% | −0.00 |
| CAH Cardinal Health Inc. | Reduce -16.6% | 0.08% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.4% | 0.22% | +0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -4.3% | 0.31% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.42% | +0.42 |
| IBM Intl Business Machines Corp. | Add +2.5% | 1.33% | +0.21 |
| KLAC KLA Corp. | Add +0.9% | 1.95% | +0.21 |
| XOM Exxon Mobil Corp. | Add +0.1% | 1.23% | +0.15 |
| FAST Fastenal Co. | Add +0.3% | 1.31% | +0.13 |
| MCD McDonald's Corp. | Add +3.6% | 0.94% | +0.12 |
| WMB Williams Cos Inc. | Add +136.3% | 0.18% | +0.12 |
| PYLD PIMCO Multisector Bond Actv | Add +23.8% | 0.50% | +0.11 |
| JPST JPMorgan Ultra-Short Income | Add +2.6% | 1.96% | +0.11 |
| KR Kroger Co. | Add +1.1% | 0.73% | +0.10 |
| PG The Procter & Gamble Co. | Add +3.4% | 1.21% | +0.09 |
| CSCO Cisco Systems Inc. | Add +1.7% | 0.96% | +0.08 |
| WAT Waters Corp. | New | 0.07% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.07% | +0.07 |
| CVX Chevron Corp. | Add +7.3% | 0.34% | +0.07 |
| ENB Enbridge Inc. | Add +1.4% | 0.88% | +0.07 |
| CB Chubb Ltd. | Add +1.5% | 0.54% | +0.07 |
| GILD Gilead Sciences Inc. | Add +0.5% | 0.31% | +0.06 |
| LIN Linde PLC | Add +3.1% | 0.41% | +0.06 |
| BDX Becton Dickinson and Co. | New | 0.06% | +0.06 |
| MDT Medtronic PLC | New | 0.06% | +0.06 |
| DRI Darden Restaurants Inc. | New | 0.05% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +5.8% | 0.65% | +0.05 |
| DGX Quest Diagnostics Inc. | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +8.8% | 0.23% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.5% | 0.67% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +4.3% | 0.31% | +0.04 |
| ABT Abbott Laboratories | Add +2.2% | 0.21% | +0.04 |
| WSO Watsco Inc. | Add +0.2% | 0.41% | +0.04 |
| PSX Phillips 66 | Add +1.7% | 0.32% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +18.8% | 0.17% | +0.03 |
| CI The Cigna Group | Add +3.4% | 0.13% | +0.03 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.81% | +0.03 |
| AMAT Applied Materials Inc. | Add +20.6% | 0.24% | +0.02 |
| EXR Extra Space Storage Inc. | Add +4.3% | 0.36% | +0.02 |
| HPQ HP Inc. | Add +60.6% | 0.07% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +11.4% | 0.14% | +0.02 |
| SHV iShares 0-1 Year Treasury Bo | Add +1.4% | 0.47% | +0.02 |
| WMT Walmart Inc. | Add +1.8% | 1.19% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +7.4% | 0.11% | +0.02 |
| UNM Unum Group | Add +0.5% | 0.14% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +2.3% | 0.26% | +0.02 |
| CL Colgate-Palmolive Co. | Add +7.3% | 0.14% | +0.02 |
| DFS Discover Financial Services | Add +21.3% | 0.09% | +0.02 |
| PEP Pepsico Inc. | Add +0.4% | 0.95% | +0.02 |
| ALL Allstate Corp. | Add +3.5% | 0.12% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.0% | 0.14% | +0.01 |
| MCO Moody's Corp. | Add +4.9% | 0.26% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +15.6% | 0.08% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 0.17% | +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 |