J. W. Coons Advisors, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, J. W. Coons Advisors, LLC opened 14 positions, added to 68, reduced 42, sold out of 6 and left 59 unchanged. The largest increase in value was MSFT (+$7,144,768); the largest decrease was UNH (-$2,234,004).
- MSFT: Country of operation United States; Class COM; Shares 2025-03-31 44,650; Shares 2025-06-30 48,061.
- AMAT: Country of operation United States; Class COM; Shares 2025-03-31 6,343; Shares 2025-06-30 31,158.
- COST: Country of operation United States; Class COM; Shares 2025-03-31 4,805; Shares 2025-06-30 7,605.
- ORCL: Country of operation United States; Class COM; Shares 2025-03-31 31,490; Shares 2025-06-30 31,989.
Two Form 13F-HR filings compared (SEC CIK 1536139): 2025-03-31 (filed 2025-05-06) and 2025-06-30 (filed 2025-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
MSFT
MICROSOFT CORP | United States | COM | 44,650 | 48,061 | +3,411 | $16,761,061 | $23,905,829 | +$7,144,768 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 6,343 | 31,158 | +24,815 | $920,523 | $5,704,138 | +$4,783,615 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 4,805 | 7,605 | +2,800 | $4,544,568 | $7,528,573 | +$2,984,005 |
|---|
ORCL
ORACLE CORP | United States | COM | 31,490 | 31,989 | +499 | $4,402,625 | $6,993,756 | +$2,591,131 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 34,658 | 44,598 | +9,940 | $5,359,530 | $7,859,506 | +$2,499,976 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 10,703 | 10,807 | +104 | $5,605,463 | $3,371,459 | -$2,234,004 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 20,308 | 23,990 | +3,682 | $5,049,788 | $7,071,773 | +$2,021,985 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 3,318 | 8,128 | +4,810 | $1,235,160 | $3,215,681 | +$1,980,521 |
|---|
V
VISA INC | United States | COM CL A | 6,926 | 12,101 | +5,175 | $2,427,209 | $4,296,343 | +$1,869,134 |
|---|
AMZN
AMAZON COM INC | United States | COM | 25,101 | 29,705 | +4,604 | $4,775,717 | $6,516,980 | +$1,741,263 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 3,751 | 6,631 | +2,880 | $2,056,022 | $3,726,225 | +$1,670,203 |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 29,437 | 35,391 | +5,954 | $1,930,773 | $3,494,862 | +$1,564,089 |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 806 | 4,481 | +3,675 | $352,878 | $1,884,084 | +$1,531,206 |
|---|
BLK
BLACKROCK INC | United States | COM | 4,310 | 5,272 | +962 | $4,079,570 | $5,531,792 | +$1,452,222 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 26,140 | 26,945 | +805 | $2,833,054 | $4,257,041 | +$1,423,987 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 290 | 464 | +174 | $1,336,004 | $2,686,208 | +$1,350,204 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 26,602 | 26,832 | +230 | $6,525,398 | $7,778,938 | +$1,253,540 |
|---|
HD
HOME DEPOT INC | United States | COM | 7,295 | 10,610 | +3,315 | $2,673,521 | $3,890,055 | +$1,216,534 |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 1,609 | 3,714 | +2,105 | $779,009 | $1,982,374 | +$1,203,365 |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 17,074 | 21,498 | +4,424 | $5,327,823 | $6,425,587 | +$1,097,764 |
|---|
FDS
FACTSET RESH SYS INC | United States | COM | 1,445 | 3,465 | +2,020 | $656,982 | $1,549,858 | +$892,876 |
|---|
TJX
TJX COS INC NEW | United States | COM | 32,021 | 38,111 | +6,090 | $3,900,215 | $4,706,328 | +$806,113 |
|---|
META
META PLATFORMS INC | United States | CL A | 3,506 | 3,621 | +115 | $2,020,736 | $2,672,651 | +$651,915 |
|---|
INGR
INGREDION INC | United States | COM | 1,918 | 5,852 | +3,934 | $259,270 | $793,649 | +$534,379 |
|---|
WMT
WALMART INC | United States | COM | 51,393 | 51,583 | +190 | $4,511,815 | $5,043,812 | +$531,997 |
|---|
ENSG
ENSIGN GROUP INC | United States | COM | 5,066 | 7,321 | +2,255 | $655,546 | $1,129,338 | +$473,792 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 11,708 | 18,585 | +6,877 | $699,671 | $1,167,324 | +$467,653 |
|---|
FAST
FASTENAL CO | United States | COM | 63,955 | 128,327 | +64,372 | $4,959,679 | $5,389,747 | +$430,068 |
|---|
PEP
PEPSICO INC | United States | COM | 24,086 | 24,271 | +185 | $3,611,399 | $3,204,693 | -$406,706 |
|---|
DIS
DISNEY WALT CO | United States | COM | 14,461 | 14,691 | +230 | $1,427,341 | $1,821,882 | +$394,541 |
|---|
AAPL
APPLE INC | United States | COM | 117,149 | 128,706 | +11,557 | $26,022,359 | $26,406,699 | +$384,340 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 39,253 | 39,741 | +488 | $4,668,385 | $4,284,114 | -$384,271 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 10,493 | 13,630 | +3,137 | $1,175,741 | $1,511,159 | +$335,418 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 26,985 | 27,135 | +150 | $4,598,784 | $4,323,149 | -$275,635 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 23,117 | 23,417 | +300 | $3,833,741 | $3,576,963 | -$256,778 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 10,730 | 12,286 | +1,556 | $5,714,584 | $5,968,171 | +$253,587 |
|---|
BX
BLACKSTONE INC | United States | COM | 2,564 | 4,004 | +1,440 | $358,396 | $598,919 | +$240,523 |
|---|
ABBV
ABBVIE INC | United States | COM | 9,667 | 9,691 | +24 | $2,025,430 | $1,798,844 | -$226,586 |
|---|
KR
KROGER CO | United States | COM | 41,125 | 41,781 | +656 | $2,783,752 | $2,996,952 | +$213,200 |
|---|
ABT
ABBOTT LABS | United States | COM | 5,943 | 7,318 | +1,375 | $788,339 | $995,322 | +$206,983 |
|---|
ENB
ENBRIDGE INC | | COM | 75,341 | 77,738 | +2,397 | $3,338,360 | $3,523,087 | +$184,727 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 7,613 | 7,643 | +30 | $1,273,579 | $1,094,402 | -$179,177 |
|---|
CASY
CASEYS GEN STORES INC | United States | COM | 565 | 815 | +250 | $245,233 | $415,871 | +$170,638 |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 3,161 | 3,236 | +75 | $661,629 | $811,719 | +$150,090 |
|---|
ADSK
AUTODESK INC | United States | COM | 2,550 | 2,625 | +75 | $667,590 | $812,622 | +$145,032 |
|---|
EXR
EXTRA SPACE STORAGE INC | United States | COM | 9,212 | 10,163 | +951 | $1,367,827 | $1,498,365 | +$130,538 |
|---|
ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 417 | 487 | +70 | $276,317 | $390,277 | +$113,960 |
|---|
NFLX
NETFLIX INC | United States | COM | 230 | 245 | +15 | $214,482 | $328,087 | +$113,605 |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 22,200 | 24,200 | +2,000 | $687,978 | $794,002 | +$106,024 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 1,497 | 1,542 | +45 | $741,420 | $837,939 | +$96,519 |
|---|
NTAP
NETAPP INC | United States | COM | 3,867 | 4,033 | +166 | $339,721 | $429,717 | +$89,996 |
|---|
PAYX
PAYCHEX INC | United States | COM | 15,157 | 15,501 | +344 | $2,338,436 | $2,254,788 | -$83,648 |
|---|
LOW
LOWES COS INC | United States | COM | 8,691 | 8,826 | +135 | $2,026,988 | $1,958,212 | -$68,776 |
|---|
CRM
SALESFORCE INC | United States | COM | 1,878 | 2,078 | +200 | $503,996 | $566,650 | +$62,654 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 1,412 | 1,462 | +50 | $717,438 | $770,898 | +$53,460 |
|---|
JHG
JANUS HENDERSON GROUP PLC | | ORD SHS | 10,398 | 10,663 | +265 | $375,888 | $414,151 | +$38,263 |
|---|
DRI
DARDEN RESTAURANTS INC | United States | COM | 1,002 | 1,123 | +121 | $208,176 | $244,781 | +$36,605 |
|---|
CTRE
CARETRUST REIT INC | United States | COM | 8,876 | 9,298 | +422 | $253,677 | $284,519 | +$30,842 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 10,067 | 10,073 | +6 | $3,075,723 | $3,106,466 | +$30,743 |
|---|
ROST
ROSS STORES INC | United States | COM | 1,865 | 2,080 | +215 | $238,329 | $265,367 | +$27,038 |
|---|
ADBE
ADOBE INC | United States | COM | 1,110 | 1,155 | +45 | $425,719 | $446,847 | +$21,128 |
|---|
MCD
MCDONALDS CORP | United States | COM | 11,446 | 12,169 | +723 | $3,575,314 | $3,555,440 | -$19,874 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 234 | 3,510 | +3,276 | $335,224 | $316,357 | -$18,867 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 3,313 | 3,328 | +15 | $1,542,666 | $1,561,432 | +$18,766 |
|---|
PFE
PFIZER INC | United States | COM | 33,245 | 35,241 | +1,996 | $842,429 | $854,242 | +$11,813 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,192 | 5,197 | +5 | $235,518 | $224,875 | -$10,643 |
|---|
SNA
SNAP ON INC | United States | COM | 2,044 | 2,191 | +147 | $688,959 | $681,919 | -$7,040 |
|---|
MET
METLIFE INC | United States | COM | 6,576 | 6,618 | +42 | $527,988 | $532,220 | +$4,232 |
|---|
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