J. W. Coons Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$399M
Signature - Title
Andy Armstrong - CCO
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by J. W. Coons Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. J. W. Coons Advisors, LLC reported 239 stock holdings with total value $399M as of Q3 2024. Top holdings included AAPL, ZWS, MSFT, SPY, and KLAC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 239 $399M +$15.2M -$61.2M -$45.9M AAPL, ZWS, MSFT, SPY, KLAC 13F-HR 11/7/2024, 02:30 PM
Q2 2024 235 $412M +$12.5M -$29.5M -$17M ZWS, AAPL, MSFT, SPY, KLAC 13F-HR 7/30/2024, 03:44 PM
Q1 2024 238 $441M +$62.6M -$16.7M +$45.9M ZWS, AAPL, MSFT, SPY, KLAC 13F-HR 5/8/2024, 10:52 AM
Q4 2023 241 $369M +$7.15M -$13.6M -$6.47M ZWS, AAPL, MSFT, SPY, KLAC Restatement 2/14/2024, 09:54 AM
Q3 2023 225 $345M +$6.57M -$16.5M -$9.94M ZWS, AAPL, MSFT, SPY, JPST 13F-HR 11/8/2023, 02:54 PM
Q2 2023 229 $366M +$5.2M -$11.2M -$6.03M ZWS, AAPL, MSFT, SPY, MRK 13F-HR 8/7/2023, 03:27 PM
Q1 2023 236 $348M +$11.3M -$8.63M +$2.66M ZWS, AAPL, MSFT, SPY, JPST 13F-HR 5/4/2023, 10:20 AM
Q4 2022 225 $335M +$58.4M -$10.9M +$47.4M ZWS, AAPL, MSFT, SPY, MRK 13F-HR 2/7/2023, 01:17 PM
Q3 2022 210 $264M +$17.8M -$18.6M -$821K AAPL, MSFT, JPST, SPY, UNH 13F-HR 11/9/2022, 01:44 PM
Q2 2022 239 $283M +$13.8M -$23.2M -$9.43M AAPL, MSFT, PG, SPY, JPST 13F-HR 8/4/2022, 09:56 AM
Q1 2022 260 $334M +$26.7M -$8.33M +$18.3M AAPL, MSFT, SPY, PG, UNH 13F-HR 5/13/2022, 10:12 AM
Q4 2021 260 $331M +$17.1M -$8.8M +$8.26M AAPL, MSFT, SPY, PG, UNH 13F-HR 2/11/2022, 11:38 AM
Q3 2021 244 $292M +$19.7M -$9.23M +$10.4M AAPL, SPY, MSFT, PG, NKE 13F-HR 11/12/2021, 09:44 AM
Q2 2021 211 $282M +$4.91M -$17.4M -$12.5M AAPL, SPY, MSFT, PG, NKE 13F-HR 7/22/2021, 09:16 AM
Q1 2021 218 $279M +$12.8M -$7.83M +$4.96M AAPL, SPY, MSFT, PG, NKE 13F-HR 4/26/2021, 11:51 AM
Q4 2020 205 $261M +$10M -$10.8M -$833K AAPL, SPY, PG, MSFT, NKE 13F-HR 2/11/2021, 12:15 PM
Q3 2020 194 $240M +$21.3M -$9.51M +$11.8M AAPL, SPY, PG, MSFT, NKE 13F-HR 11/13/2020, 02:06 PM
Q2 2020 193 $225M +$13M -$9.18M +$3.85M AAPL, SPY, MSFT, PG, BIL 13F-HR 8/14/2020, 11:18 AM
Q1 2020 183 $190M $0 $0 AAPL, SPY, PG, MSFT, BIL 13F-HR 5/6/2020, 04:10 PM