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  Name: J. W. Coons Advisors LLC
  City: Columbus
  State: OH
  Zip: 43220
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $442,427,000
  Total Value Change : $72,796,000
  Securities Held Change : -3
   
All Securities Held : 238
  New Positions : 14
  Closed Positions : 17
  Increased Positions : 60
  Unchanged Positions : 92
  Decreased Positions : 72

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XSW)1 Year Chart         XSW SPDR S&P Software & Service... 98 New $153.67 $896,000 5,745 0.2% 896,000 5,745 0.26    N/A
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 130 New $439.39 $614,000 1,400 0.14% 614,000 1,400 0    Asset Management
   (VTXX)1 Year Chart         VTXX Vertx Corp 170 New $0.00 $403,000 4,137 0.09% 403,000 4,137 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 174 New $287.54 $386,000 1,281 0.09% 386,000 1,281 0.001    Internet Software & S...
   (INTU)1 Year Chart         INTU Intuit Inc 190 New $655.13 $315,000 485 0.07% 315,000 485 0    Application Software
   (MEDP)1 Year Chart         MEDP Medpace Holdings, Inc. 213 New $405.88 $247,000 610 0.06% 247,000 610 0.002    N/A
   (PH)1 Year Chart         PH Parker Hannifin Corp 225 New $553.27 $222,000 400 0.05% 222,000 400 0    Industrial Equipment ...
   (HCA)1 Year Chart         HCA HCA Holdings Inc 228 New $326.96 $218,000 654 0.05% 218,000 654 0    Hospitals
   (DFS)1 Year Chart         DFS Discover Financial Services 232 New $124.27 $210,000 1,598 0.05% 210,000 1,598 0    Credit Services
   (IP)1 Year Chart         IP International Paper Co 233 New $39.71 $207,000 5,300 0.05% 207,000 5,300 0.001    Paper & Paper Products
   (NSA)1 Year Chart         NSA National Storage Affiliates... 234 New $37.71 $204,000 5,209 0.05% 204,000 5,209 0.006    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 236 New $532.48 $203,000 386 0.05% 203,000 386 0    Closed - End Fund - E...
   (LPLA)1 Year Chart         LPLA LPL Investment Holdings Inc 235 New $267.77 $203,000 770 0.05% 203,000 770 0.001    Investment Brokerage ...

      13 Records Found
  1    
Page 1 of 1
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