HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ZURN ELKAY WATER SOLNS CORP |
1,506,735 | -181,783 | $44,313 |
| ZWS | 1,506,735 | -181,783 | $44,313 |
| APPLE INC |
121,860 | -1,298 | $23,462 |
| AAPL | 121,860 | -1,298 | $23,462 |
| MICROSOFT CORP |
44,258 | +233 | $16,643 |
| MSFT | 44,258 | +233 | $16,643 |
| SPDR S&P 500 ETF TR (SPY) |
17,852 | +720 | $8,485 |
| SPY | 17,852 | +720 | $8,485 |
| KLA CORP |
10,870 | UNCH | $6,319 |
| KLAC | 10,870 | UNCH | $6,319 |
| MERCK & CO INC |
56,797 | -288 | $6,192 |
| MRK | 56,797 | -288 | $6,192 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
119,162 | -1,920 | $5,986 |
| JPST | 119,162 | -1,920 | $5,986 |
| ACCENTURE PLC IRELAND |
15,388 | +31 | $5,400 |
| ACN | 15,388 | +31 | $5,400 |
| UNITEDHEALTH GROUP INC |
9,462 | -104 | $4,982 |
| UNH | 9,462 | -104 | $4,982 |
 BERKSHIRE HATHAWAY INC DEL |
$4,968 | ||
| BRK.B | 10,886 | +197 | $3,883 |
| BRK.A | 200 | UNCH | $1,085 |
| ALPHABET INC |
35,194 | -591 | $4,916 |
| GOOGL | 35,194 | -591 | $4,916 |
| TEXAS INSTRS INC |
26,881 | -439 | $4,582 |
| TXN | 26,881 | -439 | $4,582 |
| JPMORGAN CHASE & CO |
26,591 | UNCH | $4,523 |
| JPM | 26,591 | UNCH | $4,523 |
| NIKE INC |
40,215 | -300 | $4,366 |
| NKE | 40,215 | -300 | $4,366 |
| ILLINOIS TOOL WKS INC |
16,131 | -100 | $4,225 |
| ITW | 16,131 | -100 | $4,225 |
| FASTENAL CO |
64,197 | +582 | $4,158 |
| FAST | 64,197 | +582 | $4,158 |
| PEPSICO INC |
24,186 | UNCH | $4,108 |
| PEP | 24,186 | UNCH | $4,108 |
| JOHNSON & JOHNSON |
26,026 | -1,605 | $4,079 |
| JNJ | 26,026 | -1,605 | $4,079 |
| TRAVELERS COMPANIES INC |
21,350 | UNCH | $4,067 |
| TRV | 21,350 | UNCH | $4,067 |
| EXXON MOBIL CORP |
39,609 | +208 | $3,960 |
| XOM | 39,609 | +208 | $3,960 |
| AMAZON COM INC |
25,782 | +988 | $3,917 |
| AMZN | 25,782 | +988 | $3,917 |
| VALERO ENERGY CORP |
29,257 | +236 | $3,803 |
| VLO | 29,257 | +236 | $3,803 |
| PROCTER AND GAMBLE CO |
25,178 | UNCH | $3,690 |
| PG | 25,178 | UNCH | $3,690 |
| TJX COS INC NEW |
36,539 | -100 | $3,428 |
| TJX | 36,539 | -100 | $3,428 |
| MCDONALDS CORP |
11,127 | -10 | $3,299 |
| MCD | 11,127 | -10 | $3,299 |
| EATON CORP PLC |
12,979 | +265 | $3,126 |
| ETN | 12,979 | +265 | $3,126 |
| ORACLE CORP |
29,228 | -300 | $3,082 |
| ORCL | 29,228 | -300 | $3,082 |
| SYSCO CORP |
41,720 | UNCH | $3,051 |
| SYY | 41,720 | UNCH | $3,051 |
| INTERNATIONAL BUSINESS MACHS |
18,376 | UNCH | $3,005 |
| IBM | 18,376 | UNCH | $3,005 |
| CISCO SYS INC |
59,214 | UNCH | $2,992 |
| CSCO | 59,214 | UNCH | $2,992 |
| SSGA ACTIVE ETF TR (SRLN) |
70,550 | -11,735 | $2,958 |
| SRLN | 70,550 | -11,735 | $2,958 |
| AUTOMATIC DATA PROCESSING IN |
12,438 | -5 | $2,898 |
| ADP | 12,438 | -5 | $2,898 |
| BLACKROCK INC |
3,564 | +22 | $2,893 |
| BLK | 3,564 | +22 | $2,893 |
| CVS HEALTH CORP |
35,600 | -1,370 | $2,811 |
| CVS | 35,600 | -1,370 | $2,811 |
| WALMART INC |
17,331 | -100 | $2,732 |
| WMT | 17,331 | -100 | $2,732 |
| ANALOG DEVICES INC |
13,408 | +19 | $2,662 |
| ADI | 13,408 | +19 | $2,662 |
| ENBRIDGE INC |
73,128 | -1,445 | $2,634 |
| ENB | 73,128 | -1,445 | $2,634 |
| NEXTERA ENERGY INC |
42,784 | -990 | $2,599 |
| NEE | 42,784 | -990 | $2,599 |
| HOME DEPOT INC |
7,345 | +71 | $2,546 |
| HD | 7,345 | +71 | $2,546 |
| COSTCO WHSL CORP NEW |
3,802 | +75 | $2,510 |
| COST | 3,802 | +75 | $2,510 |
| VISA INC |
9,446 | +108 | $2,459 |
| V | 9,446 | +108 | $2,459 |
| SPDR SER TR (BIL) |
25,451 | -5,910 | $2,326 |
| BIL | 25,451 | -5,910 | $2,326 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
29,110 | -4,706 | $2,252 |
| VCSH | 29,110 | -4,706 | $2,252 |
| CORNING INC |
72,550 | -1,800 | $2,209 |
| GLW | 72,550 | -1,800 | $2,209 |
| PAYCHEX INC |
16,984 | -100 | $2,023 |
| PAYX | 16,984 | -100 | $2,023 |
| MASTERCARD INCORPORATED |
4,698 | +6 | $2,004 |
| MA | 4,698 | +6 | $2,004 |
| AMGEN INC |
6,619 | -5 | $1,906 |
| AMGN | 6,619 | -5 | $1,906 |
| LOWES COS INC |
8,296 | -100 | $1,846 |
| LOW | 8,296 | -100 | $1,846 |
| ISHARES TR (IJR) |
16,924 | -469 | $1,832 |
| IJR | 16,924 | -469 | $1,832 |
| KROGER CO |
39,839 | -1,000 | $1,821 |
| KR | 39,839 | -1,000 | $1,821 |
See Full List: All Stocks Held By J. W. Coons Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By J. W. Coons Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $369,631 At 09/30/2023: $346,508 J. W. Coons Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from J. W. Coons Advisors LLC 13F filings. Link to 13F filings: SEC filings |
