J. W. Coons Advisors, LLC quarter change: USA Stocks, Reduced
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).
- AVGO: Country of operation United States; Class COM; Shares 2025-03-31 11,081; Shares 2025-06-30 10,027.
- ETN: Country of operation —; Class SHS; Shares 2025-03-31 12,697; Shares 2025-06-30 11,687.
- MRK: Country of operation United States; Class COM; Shares 2025-03-31 57,390; Shares 2025-06-30 56,220.
- TXN: Country of operation United States; Class COM; Shares 2025-03-31 27,077; Shares 2025-06-30 25,220.
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 |
|---|
AVGO
BROADCOM INC | United States | COM | 11,081 | 10,027 | -1,054 | $1,855,304 | $2,763,943 | +$908,639 |
|---|
ETN
EATON CORP PLC | | SHS | 12,697 | 11,687 | -1,010 | $3,451,426 | $4,172,143 | +$720,717 |
|---|
MRK
MERCK & CO INC | United States | COM | 57,390 | 56,220 | -1,170 | $5,151,327 | $4,450,376 | -$700,951 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 27,077 | 25,220 | -1,857 | $4,865,812 | $5,236,204 | +$370,392 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 15,654 | 14,510 | -1,144 | $3,157,036 | $3,453,671 | +$296,635 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 2,119 | 1,949 | -170 | $1,054,415 | $790,242 | -$264,173 |
|---|
NKE
NIKE INC | United States | CL B | 35,145 | 35,045 | -100 | $2,231,005 | $2,489,597 | +$258,592 |
|---|
PSX
PHILLIPS 66 | United States | COM | 9,818 | 8,108 | -1,710 | $1,212,327 | $967,285 | -$245,042 |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 26,918 | 24,697 | -2,221 | $3,555,005 | $3,319,777 | -$235,228 |
|---|
WSO
WATSCO INC | United States | COM | 3,079 | 3,047 | -32 | $1,565,253 | $1,345,818 | -$219,435 |
|---|
AMGN
AMGEN INC | United States | COM | 6,520 | 6,508 | -12 | $2,031,353 | $1,817,153 | -$214,200 |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,015 | 1,866 | -149 | $1,664,209 | $1,454,603 | -$209,606 |
|---|
UNP
UNION PAC CORP | United States | COM | 3,723 | 3,076 | -647 | $879,549 | $707,727 | -$171,822 |
|---|
ECL
ECOLAB INC | United States | COM | 2,679 | 1,909 | -770 | $679,181 | $514,361 | -$164,820 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 4,407 | 4,232 | -175 | $1,185,682 | $1,349,898 | +$164,216 |
|---|
OMC
OMNICOM GROUP INC | United States | COM | 11,177 | 10,609 | -568 | $926,673 | $763,245 | -$163,428 |
|---|
WAB
WABTEC | United States | COM | 3,832 | 3,817 | -15 | $694,962 | $799,129 | +$104,167 |
|---|
NSA
NATIONAL STORAGE AFFILIATES | United States | COM SHS BEN IN | 8,007 | 6,745 | -1,262 | $315,476 | $215,773 | -$99,703 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 43,062 | 42,662 | -400 | $3,052,666 | $2,961,597 | -$91,069 |
|---|
IMO
IMPERIAL OIL LTD | | COM NEW | 11,865 | 11,760 | -105 | $858,077 | $934,685 | +$76,608 |
|---|
INTU
INTUIT | United States | COM | 424 | 419 | -5 | $260,332 | $330,017 | +$69,685 |
|---|
THO
THOR INDS INC | United States | COM | 7,515 | 7,165 | -350 | $569,713 | $636,324 | +$66,611 |
|---|
AFL
AFLAC INC | United States | COM | 5,901 | 5,654 | -247 | $656,151 | $596,289 | -$59,862 |
|---|
RTX
RTX CORPORATION | United States | COM | 4,107 | 4,079 | -28 | $544,014 | $595,616 | +$51,602 |
|---|
AME
AMETEK INC | United States | COM | 6,347 | 6,322 | -25 | $1,092,573 | $1,144,030 | +$51,457 |
|---|
VMC
VULCAN MATLS CO | United States | COM | 2,861 | 2,732 | -129 | $667,530 | $712,592 | +$45,062 |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 5,323 | 5,223 | -100 | $347,326 | $388,174 | +$40,848 |
|---|
CTAS
CINTAS CORP | United States | COM | 4,190 | 4,035 | -155 | $861,171 | $899,281 | +$38,110 |
|---|
HPQ
HP INC | United States | COM | 10,262 | 10,257 | -5 | $284,155 | $250,887 | -$33,268 |
|---|
NJR
NEW JERSEY RES CORP | United States | COM | 5,996 | 5,821 | -175 | $294,164 | $260,898 | -$33,266 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 1,050 | 850 | -200 | $248,693 | $217,575 | -$31,118 |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 16,720 | 16,420 | -300 | $616,962 | $586,024 | -$30,938 |
|---|
IPG
INTERPUBLIC GROUP COS INC | United States | COM | 10,618 | 10,539 | -79 | $288,374 | $257,995 | -$30,379 |
|---|
ITW
ILLINOIS TOOL WKS INC | United States | COM | 15,966 | 15,921 | -45 | $3,959,813 | $3,936,552 | -$23,261 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 33,255 | 32,935 | -320 | $2,253,027 | $2,271,857 | +$18,830 |
|---|
WAT
WATERS CORP | United States | COM | 763 | 753 | -10 | $281,219 | $262,828 | -$18,391 |
|---|
KO
COCA COLA CO | United States | COM | 12,008 | 11,908 | -100 | $860,013 | $842,491 | -$17,522 |
|---|
ZTS
ZOETIS INC | United States | CL A | 1,453 | 1,423 | -30 | $239,237 | $221,917 | -$17,320 |
|---|
UNM
UNUM GROUP | United States | COM | 6,289 | 6,134 | -155 | $512,289 | $495,383 | -$16,906 |
|---|
MMM
3M CO | United States | COM | 11,041 | 10,541 | -500 | $1,621,482 | $1,604,762 | -$16,720 |
|---|
MZTI
LANCASTER COLONY CORP | United States | COM | 4,989 | 4,967 | -22 | $873,075 | $858,149 | -$14,926 |
|---|
CAT
CATERPILLAR INC | United States | COM | 3,380 | 2,880 | -500 | $1,114,724 | $1,118,045 | +$3,321 |
|---|
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