J. W. Coons Advisors, LLC Last Quarter Change: USA Stocks, New

J. W. Coons Advisors, LLC quarter change: USA Stocks, New

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).

TYL: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 1,929.
NOW: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 1,064.
VEEV: Country of operation United States; Class CL A COM; Shares 2025-03-31 0; Shares 2025-06-30 3,666.
PBH: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 10,100.

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 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
TYL TYLER TECHNOLOGIES INC	United States	COM	1,929	+1,929	$0	$1,143,589	+$1,143,589
NOW SERVICENOW INC	United States	COM	1,064	+1,064	$0	$1,093,878	+$1,093,878
VEEV VEEVA SYS INC	United States	CL A COM	3,666	+3,666	$0	$1,055,735	+$1,055,735
PBH PRESTIGE CONSMR HEALTHCARE I	United States	COM	10,100	+10,100	$0	$806,485	+$806,485
COF CAPITAL ONE FINL CORP	United States	COM	1,905	+1,905	$0	$405,308	+$405,308
CEG CONSTELLATION ENERGY CORP	United States	COM	866	+866	$0	$279,511	+$279,511
MELI MERCADOLIBRE INC		COM	100	+100	$0	$261,363	+$261,363
PKG PACKAGING CORP AMER	United States	COM	1,253	+1,253	$0	$236,128	+$236,128
AMT AMERICAN TOWER CORP NEW	United States	COM	1,041	+1,041	$0	$230,082	+$230,082
SEIC SEI INVTS CO	United States	COM	2,430	+2,430	$0	$218,360	+$218,360
WFC WELLS FARGO CO NEW	United States	COM	2,720	+2,720	$0	$217,927	+$217,927
DE DEERE & CO	United States	COM	400	+400	$0	$203,396	+$203,396
T AT&T INC	United States	COM	7,028	+7,028	$0	$203,391	+$203,391
GROW U S GLOBAL INVS INC	United States	CL A	37,000	+37,000	$0	$95,460	+$95,460

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