J. W. Coons Advisors, LLC

COLUMBUS, OH · CIK 1536139 · 13F filing filed 2025-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyColumbus, OH

$442.0m reported value +16.6% vs Q1 2025

240positions

30.3%in top 10

16 new 86 added 55 reduced 7 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	128,706	$26.4m5.97%	5.97%	Added +11.6k	+11,557 9.9%
2	ZURN ELKAY WATER SOLNS CORP COM ZWS	ZWS	688,164	$25.2m5.69%	5.69%	Unchanged
3	MICROSOFT CORP COM MSFT	MSFT	48,061	$23.9m5.41%	5.41%	Added +3.4k	+3,411 7.6%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,764	$11.0m2.48%	2.48%	Reduced -35	-35 -0.2%
5	KLA CORP COM NEW KLAC	KLAC	10,882	$9.7m2.21%	2.21%	Unchanged
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	44,598	$7.9m1.78%	1.78%	Added +9.9k	+9,940 28.7%
7	JPMORGAN CHASE & CO COM JPM	JPM	26,832	$7.8m1.76%	1.76%	Added +230	+230 0.9%
8	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	148,580	$7.5m1.70%	1.70%	Added +1.8k	+1,840 1.2%
9	COSTCO WHSL CORP NEW COM COST	COST	7,605	$7.5m1.70%	1.70%	Added +2.8k	+2,800 58.3%
10	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	23,990	$7.1m1.60%	1.60%	Added +3.7k	+3,682 18.1%
11	ORACLE CORP COM ORCL	ORCL	31,989	$7.0m1.58%	1.58%	Added +499	+499 1.6%
12	AMAZON COM INC COM AMZN	AMZN	29,705	$6.5m1.47%	1.47%	Added +4.6k	+4,604 18.3%
13	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	21,498	$6.4m1.45%	1.45%	Added +4.4k	+4,424 25.9%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,286	$6.0m1.35%	1.35%	Added +1.6k	+1,556 14.5%
15	APPLIED MATLS INC COM AMAT	AMAT	31,158	$5.7m1.29%	1.29%	Added +24.8k	+24,815 391.2%
16	TRAVELERS COMPANIES INC COM TRV	TRV	20,750	$5.6m1.26%	1.26%	Unchanged
17	BLACKROCK INC COM BLK	BLK	5,272	$5.5m1.25%	1.25%	Added +962	+962 22.3%
18	FASTENAL CO COM FAST	FAST	128,327	$5.4m1.22%	1.22%	Added +417	+417 0.3%
19	TEXAS INSTRS INC COM TXN	TXN	25,220	$5.2m1.18%	1.18%	Reduced -1.9k	-1,857 -6.9%
20	WALMART INC COM WMT	WMT	51,583	$5.0m1.14%	1.14%	Added +190	+190 0.4%
21	TJX COS INC NEW COM TJX	TJX	38,111	$4.7m1.06%	1.06%	Added +6.1k	+6,090 19.0%
22	MERCK & CO INC COM MRK	MRK	56,220	$4.5m1.01%	1.01%	Reduced -1.2k	-1,170 -2.0%
23	PROCTER AND GAMBLE CO COM PG	PG	27,135	$4.3m0.98%	0.98%	Added +150	+150 0.6%
24	VISA INC COM CL A V	V	12,101	$4.3m0.97%	0.97%	Added +5.2k	+5,175 74.7%
25	EXXON MOBIL CORP COM XOM	XOM	39,741	$4.3m0.97%	0.97%	Added +488	+488 1.2%
26	NVIDIA CORPORATION COM NVDA	NVDA	26,945	$4.3m0.96%	0.96%	Added +805	+805 3.1%
27	EATON CORP PLC SHS ETN	ETN	11,687	$4.2m0.94%	0.94%	Reduced -1.0k	-1,010 -8.0%
28	CISCO SYS INC COM CSCO	CSCO	59,158	$4.1m0.93%	0.93%	Unchanged
29	ILLINOIS TOOL WKS INC COM ITW	ITW	15,921	$3.9m0.89%	0.89%	Reduced -45	-45 -0.3%
30	HOME DEPOT INC COM HD	HD	10,610	$3.9m0.88%	0.88%	Added +3.3k	+3,315 45.4%
31	MASTERCARD INCORPORATED CL A MA	MA	6,631	$3.7m0.84%	0.84%	Added +2.9k	+2,880 76.8%
32	JOHNSON & JOHNSON COM JNJ	JNJ	23,417	$3.6m0.81%	0.81%	Added +300	+300 1.3%
33	MCDONALDS CORP COM MCD	MCD	12,169	$3.6m0.80%	0.80%	Added +723	+723 6.3%
34	ENBRIDGE INC COM ENB	ENB	77,738	$3.5m0.80%	0.80%	Added +2.4k	+2,397 3.2%
35	AMPHENOL CORP CL A APH	APH	35,391	$3.5m0.79%	0.79%	Added +6.0k	+5,954 20.2%
36	ANALOG DEVICES INC COM ADI	ADI	14,510	$3.5m0.78%	0.78%	Reduced -1.1k	-1,144 -7.3%
37	UNITEDHEALTH GROUP INC COM UNH	UNH	10,807	$3.4m0.76%	0.76%	Added +104	+104 1.0%
38	CORNING INC COM GLW	GLW	63,578	$3.3m0.76%	0.76%	Unchanged
39	VALERO ENERGY CORP COM VLO	VLO	24,697	$3.3m0.75%	0.75%	Reduced -2.2k	-2,221 -8.2%
40	STRYKER CORPORATION COM SYK	SYK	8,128	$3.2m0.73%	0.73%	Added +4.8k	+4,810 145.0%
41	PEPSICO INC COM PEP	PEP	24,271	$3.2m0.73%	0.73%	Added +185	+185 0.8%
42	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	34,573	$3.2m0.72%	0.72%	Added +7.6k	+7,605 28.2%
43	SYSCO CORP COM SYY	SYY	41,494	$3.1m0.71%	0.71%	Unchanged
44	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	10,073	$3.1m0.70%	0.70%	Added +6	+6 0.1%
45	KROGER CO COM KR	KR	41,781	$3.0m0.68%	0.68%	Added +656	+656 1.6%
46	NEXTERA ENERGY INC COM NEE	NEE	42,662	$3.0m0.67%	0.67%	Reduced -400	-400 -0.9%
47	BROADCOM INC COM AVGO	AVGO	10,027	$2.8m0.63%	0.63%	Reduced -1.1k	-1,054 -9.5%
48	BOOKING HOLDINGS INC COM BKNG	BKNG	464	$2.7m0.61%	0.61%	Added +174	+174 60.0%
49	META PLATFORMS INC CL A META	META	3,621	$2.7m0.60%	0.60%	Added +115	+115 3.3%
50	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	32,998	$2.6m0.59%	0.59%	Added +714	+714 2.2%
51	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	62,995	$2.6m0.59%	0.59%	Reduced -325	-325 -0.5%
52	NIKE INC CL B NKE	NKE	35,045	$2.5m0.56%	0.56%	Reduced -100	-100 -0.3%
53	CVS HEALTH CORP COM CVS	CVS	32,935	$2.3m0.51%	0.51%	Reduced -320	-320 -1.0%
54	PAYCHEX INC COM PAYX	PAYX	15,501	$2.3m0.51%	0.51%	Added +344	+344 2.3%
55	CARLISLE COS INC COM CSL	CSL	5,700	$2.1m0.48%	0.48%	Unchanged
56	ALPHABET INC CAP STK CL C GOOG	GOOG	11,780	$2.1m0.47%	0.47%	Unchanged
57	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	76,975	$2.0m0.46%	0.46%	Added +4.7k	+4,705 6.5%
58	AMERIPRISE FINL INC COM AMP	AMP	3,714	$2.0m0.45%	0.45%	Added +2.1k	+2,105 130.8%
59	LOWES COS INC COM LOW	LOW	8,826	$2.0m0.44%	0.44%	Added +135	+135 1.6%
60	CHUBB LIMITED COM CB	CB	6,758	$2.0m0.44%	0.44%	Unchanged
61	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	4,481	$1.9m0.43%	0.43%	Added +3.7k	+3,675 456.0%
62	DISNEY WALT CO COM DIS	DIS	14,691	$1.8m0.41%	0.41%	Added +230	+230 1.6%
63	AMGEN INC COM AMGN	AMGN	6,508	$1.8m0.41%	0.41%	Reduced -12	-12 -0.2%
64	ABBVIE INC COM ABBV	ABBV	9,691	$1.8m0.41%	0.41%	Added +24	+24 0.2%
65	EMERSON ELEC CO COM EMR	EMR	13,000	$1.7m0.39%	0.39%	Unchanged
66	ISHARES TR SHORT TREAS BD SHV	SHV	15,285	$1.7m0.38%	0.38%	Reduced -685	-685 -4.3%
67	3M CO COM MMM	MMM	10,541	$1.6m0.36%	0.36%	Reduced -500	-500 -4.5%
68	LINDE PLC SHS LIN	LIN	3,328	$1.6m0.35%	0.35%	Added +15	+15 0.5%
69	FACTSET RESH SYS INC COM FDS	FDS	3,465	$1.5m0.35%	0.35%	Added +2.0k	+2,020 139.8%
70	GILEAD SCIENCES INC COM GILD	GILD	13,630	$1.5m0.34%	0.34%	Added +3.1k	+3,137 29.9%
71	EXTRA SPACE STORAGE INC COM EXR	EXR	10,163	$1.5m0.34%	0.34%	Added +951	+951 10.3%
72	ISHARES TR CORE S&P SCP ETF IJR	IJR	13,660	$1.5m0.34%	0.34%	Reduced -1.9k	-1,917 -12.3%
73	ISHARES GOLD TR ISHARES NEW IAU	IAU	23,691	$1.5m0.33%	0.33%	Unchanged
74	CORTEVA INC COM CTVA	CTVA	19,704	$1.5m0.33%	0.33%	Unchanged
75	MARRIOTT INTL INC NEW CL A MAR	MAR	5,372	$1.5m0.33%	0.33%	Unchanged
76	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.33%	0.33%	Unchanged
77	ELI LILLY & CO COM LLY	LLY	1,866	$1.5m0.33%	0.33%	Reduced -149	-149 -7.4%
78	AMERICAN EXPRESS CO COM AXP	AXP	4,232	$1.3m0.31%	0.31%	Reduced -175	-175 -4.0%
79	WATSCO INC COM WSO	WSO	3,047	$1.3m0.30%	0.30%	Reduced -32	-32 -1.0%
80	SPDR SERIES TRUST COMP SOFTWARE XSW	XSW	6,730	$1.3m0.29%	0.29%	Added +35	+35 0.5%
81	ISHARES TR 1 3 YR TREAS BD SHY	SHY	15,344	$1.3m0.29%	0.29%	Added +6	+6 0.0%
82	ISHARES TR 7-10 YR TRSY BD IEF	IEF	12,844	$1.2m0.28%	0.28%	Unchanged
83	ISHARES TR 3 7 YR TREAS BD IEI	IEI	10,050	$1.2m0.27%	0.27%	Added +130	+130 1.3%
84	ISHARES TR MBS ETF MBB	MBB	12,634	$1.2m0.27%	0.27%	Unchanged
85	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	6,395	$1.2m0.27%	0.27%	Unchanged
86	WILLIAMS COS INC COM WMB	WMB	18,585	$1.2m0.26%	0.26%	Added +6.9k	+6,877 58.7%
87	MCKESSON CORP COM MCK	MCK	1,570	$1.2m0.26%	0.26%	Unchanged
88	AMETEK INC COM AME	AME	6,322	$1.1m0.26%	0.26%	Reduced -25	-25 -0.4%
89	TYLER TECHNOLOGIES INC COM TYL	TYL	1,929	$1.1m0.26%	0.26%	New
90	ENSIGN GROUP INC COM ENSG	ENSG	7,321	$1.1m0.26%	0.26%	Added +2.3k	+2,255 44.5%
91	SONY GROUP CORP SPONSORED ADR SONY	SONY	43,010	$1.1m0.25%	0.25%	New
92	CATERPILLAR INC COM CAT	CAT	2,880	$1.1m0.25%	0.25%	Reduced -500	-500 -14.8%
93	CHEVRON CORP NEW COM CVX	CVX	7,643	$1.1m0.25%	0.25%	Added +30	+30 0.4%
94	SERVICENOW INC COM NOW	NOW	1,064	$1.1m0.25%	0.25%	New
95	MOODYS CORP COM MCO	MCO	2,128	$1.1m0.24%	0.24%	Unchanged
96	VEEVA SYS INC CL A COM VEEV	VEEV	3,666	$1.1m0.24%	0.24%	New
97	GMO ETF TRUST GMO US QUALITY E QLTY	QLTY	30,654	$1.1m0.24%	0.24%	Added +800	+800 2.7%
98	WASTE MGMT INC DEL COM WM	WM	4,550	$1.0m0.24%	0.24%	Unchanged
99	CANADIAN NATL RY CO COM CNI	CNI	9,883	$1.0m0.23%	0.23%	Unchanged
100	PNC FINL SVCS GROUP INC COM PNC	PNC	5,470	$1.0m0.23%	0.23%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
GARMIN LTD GRMN	GRMN	1,765	$383.3k1.8k shares
EXPEDITORS INTL WASH INC EXPD	EXPD	2,789	$335.4k2.8k shares
DISCOVER FINL SVCS DFS	DFS	1,938	$330.9k1.9k shares
TARGET CORP TGT	TGT	2,195	$229.1k2.2k shares
BECTON DICKINSON & CO BDX	BDX	990	$226.8k990 shares
CLOROX CO DEL CLX	CLX	1,500	$220.9k1.5k shares
INTERNATIONAL PAPER CO IP	IP	3,750	$200.1k3.8k shares