J-W-Coons-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "IMO",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "EBAY",
  null,
  null,
  "EXPD",
  null,
  "GILD",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  null,
  "UNP",
  "ISRG",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LIN",
  null,
  "ENSG",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "NTRS",
  "HOLX",
  null,
  "OMC",
  "ORLY",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "KLAC",
  "KR",
  "ORCL",
  "PAYX",
  "VGIT",
  "IWF",
  null,
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "ENB",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "DGX",
  "SPGI",
  "RS",
  "ROST",
  "SNA",
  "SHEL",
  "RTX",
  "SPYG",
  null,
  "IBM",
  "SYK",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UNM",
  "BIV",
  "MET",
  "VWO",
  "JBL",
  "NSA",
  "NJR",
  "VCIT",
  "VIG",
  "IEF",
  "TSM",
  "VYM",
  "TT",
  "MSA",
  "ARE",
  "ADSK",
  "AFL",
  "THO",
  "APH",
  "SDY",
  "DRI",
  "DOV",
  "WAB",
  "WSO",
  "IP",
  "AJG",
  "WM",
  "IWP",
  "CAH",
  "IPG",
  "LANC",
  "IDXX",
  "FDS",
  "AMZN",
  "MSI",
  "ABM",
  null,
  "HBAN",
  "VEU",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VTWO",
  "BSV",
  "VB",
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WMB",
  null,
  null,
  "GRMN",
  "JHG",
  "DVY",
  null,
  "NSC",
  "NXPI",
  null,
  "PSX",
  "CRM",
  null,
  "SYY",
  "TFX",
  "ZWS",
  "MCK",
  "EXR",
  null,
  "NTAP",
  "AME",
  "KMB",
  "ADP",
  "BALL",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BMY",
  "CACI",
  "CNI",
  "CTRE",
  "CSL",
  "CASY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CTVA",
  "CVS",
  "DFS",
  "DLR",
  "DPZ",
  "RSP",
  null,
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "PH",
  null,
  "ITOT",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 231
Total Value: 379078588
Accession Number: 0001765380-25-000170
Form Type: 13F-HR
CIK: j-w-coons-advisors
Manager Name: J-W-Coons-Advisors

Data Enrichment

88% identified

204 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

231 positions • $379.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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BECTON DICKINSON & CO

BDX|075887109

Shares:990

Value:$226.8K

% of Portfolio:0.1% ($226.8K/$379.1M)

CLOROX CO /DE/

CLX|189054109

Shares:1.5K

Value:$220.9K

% of Portfolio:0.1% ($220.9K/$379.1M)

JABIL INC

JBL|466313103

Shares:1.6K

Value:$217.7K

% of Portfolio:0.1% ($217.7K/$379.1M)

Medtronic plc

MDT|G5960L103

Shares:2.4K

Value:$215.8K

% of Portfolio:0.1% ($215.8K/$379.1M)

NETFLIX INC

NFLX|64110L106

Shares:230

Value:$214.5K

% of Portfolio:0.1% ($214.5K/$379.1M)

464288323

Shares:4.0K

Value:$210.6K

% of Portfolio:0.1% ($210.6K/$379.1M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.0K

Value:$208.2K

% of Portfolio:0.1% ($208.2K/$379.1M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:1.2K

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$379.1M)

464287200

IVV|464287200

Shares:357

Value:$200.6K

% of Portfolio:0.1% ($200.6K/$379.1M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:3.8K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$379.1M)

02390A101

Shares:11.9K

Value:$168.8K

% of Portfolio:0.0% ($168.8K/$379.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BECTON DICKINSON & CO(BDXcusip075887109)	990	QoQ NEW(+990) YoY NEW(+990)	All Managers (Combined)	$226.8K	0.1% ($226.8K/$379.1M)	QoQ NEW(+$226.8K) YoY NEW(+$226.8K)
CLOROX CO /DE/(CLXcusip189054109)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$220.9K	0.1% ($220.9K/$379.1M)	QoQ -9.33% (-$22.7K) YoY -3.82% (-$8.8K)
JABIL INC(JBLcusip466313103)	1.6K	QoQ 0.00% (-0) YoY -46.66% (-1.4K)	All Managers (Combined)	$217.7K	0.1% ($217.7K/$379.1M)	QoQ -5.44% (-$12.5K) YoY -45.82% (-$184.1K)
Medtronic plc(MDTcusipG5960L103)	2.4K	QoQ NEW(+2.4K) YoY -5.65% (-144)	All Managers (Combined)	$215.8K	0.1% ($215.8K/$379.1M)	QoQ NEW(+$215.8K) YoY -2.72% (-$6.0K)
NETFLIX INC(NFLXcusip64110L106)	230	QoQ 0.00% (+0) YoY NEW(+230)	All Managers (Combined)	$214.5K	0.1% ($214.5K/$379.1M)	QoQ +4.62% (+$9.5K) YoY NEW(+$214.5K)
(cusip464288323)✕	4.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$210.6K	0.1% ($210.6K/$379.1M)	QoQ -1.07% (-$2.3K) YoY -2.15% (-$4.6K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$208.2K	0.1% ($208.2K/$379.1M)	QoQ NEW(+$208.2K) YoY NEW(+$208.2K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$203.0K	0.1% ($203.0K/$379.1M)	QoQ NEW(+$203.0K) YoY NEW(+$203.0K)
(IVVcusip464287200)	357	QoQ 0.00% (-0) YoY -7.51% (-29)	All Managers (Combined)	$200.6K	0.1% ($200.6K/$379.1M)	QoQ -4.54% (-$9.6K) YoY -1.14% (-$2.3K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	3.8K	QoQ 0.00% (-0) YoY -29.24% (-1.6K)	All Managers (Combined)	$200.1K	0.1% ($200.1K/$379.1M)	QoQ -0.87% (-$1.8K) YoY -3.26% (-$6.7K)
(cusip02390A101)✕	11.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$168.8K	0.0% ($168.8K/$379.1M)	QoQ -0.62% (-$1.1K) YoY -23.79% (-$52.7K)