J. W. Coons Advisors, LLC

Q4 2024 13F Holdings

  • Location
    columbus, OH
  • Num holdings

    229

  • Value ($000)

    $389,315

  • Date Filed
    02/04/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$29.85M
8 %

119,217

ZWS
ZWS

ZURN ELKAY WATER SOLNS CORP

COM
98983L108
$25.67M
7 %

688,164

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$18.90M
5 %

44,850

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$10.35M
3 %

17,663

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$7.20M
2 %

142,955

KLAC
KLAC

KLA CORP

COM NEW
482480100
$6.79M
2 %

10,782

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$6.65M
2 %

35,154

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$6.48M
2 %

27,052

ACN
ACN

ACCENTURE PLC IRELAND

SHS CLASS A
G1151C101
$5.90M
2 %

16,760

MRK
MRK

MERCK & CO INC

COM
58933Y105
$5.70M
2 %

57,305

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