Investor Details
| Filer Name: | J. W. COONS ADVISORS, LLC |
|---|---|
| CIK: | 1536139 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-04 |
| Number of Holdings: | 229 |
| Portfolio Value: | $0.39B |
J. W. Coons Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 119,217 | $30M | 7.67% | -2.5% | - |
| ZWS | US | ZURN ELKAY WATER SOLUTIONS C | 688,164 | $26M | 6.59% | - | - |
| MSFT | US | MICROSOFT CORP | 44,850 | $19M | 4.86% | -0.3% | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 17,663 | $10M | 2.66% | -0.8% | - |
| JPST | US | JPMORGAN ULTRA-SHORT INCOME | 142,955 | $7M | 1.85% | 7.9% | - |
| KLAC | US | KLA CORP | 10,782 | $7M | 1.75% | -0.7% | - |
| GOOGL | US | ALPHABET INC-CL A | 35,154 | $7M | 1.71% | -4.1% | - |
| JPM | US | JPMORGAN CHASE & CO | 27,052 | $6M | 1.67% | -2.8% | - |
| ACN | US | ACCENTURE PLC-CL A | 16,760 | $6M | 1.51% | -0.8% | - |
| MRK | US | MERCK & CO. INC. | 57,305 | $6M | 1.46% | 0.3% | - |
| AMZN | US | AMAZON.COM INC | 25,687 | $6M | 1.45% | -1.7% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 10,725 | $5M | 1.39% | -0.2% | - |
| ORCL | US | ORACLE CORP | 31,559 | $5M | 1.35% | -3.9% | - |
| TXN | US | TEXAS INSTRUMENTS INC | 27,707 | $5M | 1.33% | -1.6% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 11,073 | $5M | 1.29% | 0.0% | - |
| TRV | US | TRAVELERS COS INC/THE | 20,750 | $5M | 1.28% | -2.4% | - |
| FAST | US | FASTENAL CO | 63,733 | $5M | 1.18% | -0.6% | - |
| WMT | US | WALMART INC | 50,493 | $5M | 1.17% | - | - |
| COST | US | COSTCO WHOLESALE CORP | 4,925 | $5M | 1.16% | -3.0% | - |
| BLK | US | BLACKROCK INC | 4,366 | $4M | 1.15% | 100.0% | - |