J. W. Coons Advisors, LLC

Q1 2025 13F Holdings

  • Location
    columbus, OH
  • Num holdings

    231

  • Value ($000)

    $379,079

  • Date Filed
    05/06/2025
  • Form type
    13F-HR
  • CIK
    0001536139
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$26.02M
7 %

117,149

ZWS
ZWS

ZURN ELKAY WATER SOLNS CORP

COM
98983L108
$22.70M
6 %

688,164

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$16.76M
4 %

44,650

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$9.96M
3 %

17,799

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$7.43M
2 %

146,740

KLAC
KLAC

KLA CORP

COM NEW
482480100
$7.40M
2 %

10,882

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$6.53M
2 %

26,602

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.71M
2 %

10,730

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$5.61M
2 %

10,703

---

TRAVELERS COMPANIES INC

COM
89417E109
$5.49M
1 %

20,750

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