Top 50 J. W. Coons Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.97% | 128.7K | $26.4M | โ | โ | โ | 2025-06-30 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 5.69% | 688.2K | $25.2M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 5.41% | 48.1K | $23.9M | โ | โ | โ | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 2.48% | 17.8K | $11.0M | โ | โ | โ | 2025-06-30 |
| KLAC | KLA CORP | 2.21% | 10.9K | $9.7M | โ | โ | โ | 2025-06-30 |
| GOOGL | ALPHABET INC | 1.78% | 44.6K | $7.9M | โ | โ | โ | 2025-06-30 |
| JPM | JPMORGAN CHASE & CO. | 1.76% | 26.8K | $7.8M | โ | โ | โ | 2025-06-30 |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.7% | 148.6K | $7.5M | โ | โ | โ | 2025-06-30 |
| COST | COSTCO WHSL CORP NEW | 1.7% | 7.6K | $7.5M | โ | โ | โ | 2025-06-30 |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.6% | 24.0K | $7.1M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.60% | +19.21% |
| Top 20 Holdings Unweighted | +11.10% | +33.57% |
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