J. W. Coons Advisors, LLC - Portfolio overview

J. W. Coons Advisors, LLC has 240 reported holdings in this dataset, with the latest filing dated 2025-08-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.97%
2. ZWS - ZURN ELKAY WATER SOLNS CORP, 5.69%
3. MSFT - MICROSOFT CORP, 5.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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