0001765380-23-000131.txt : 20230807 0001765380-23-000131.hdr.sgml : 20230807 20230807152718 ACCESSION NUMBER: 0001765380-23-000131 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: J. W. Coons Advisors, LLC CENTRAL INDEX KEY: 0001536139 IRS NUMBER: 412107570 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20234 FILM NUMBER: 231147312 BUSINESS ADDRESS: STREET 1: 1151 BETHEL ROAD, SUITE 204 CITY: COLUMBUS STATE: OH ZIP: 43220 BUSINESS PHONE: 6144594001 MAIL ADDRESS: STREET 1: 1151 BETHEL ROAD, SUITE 204 CITY: COLUMBUS STATE: OH ZIP: 43220 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001536139 XXXXXXXX 06-30-2023 06-30-2023 J. W. Coons Advisors, LLC

1151 BETHEL ROAD, SUITE 204 COLUMBUS OH 43220

13F HOLDINGS REPORT 028-20234 N Andy Armstrong 5138325385 Andy Armstrong Cincinnati OH 08-07-2023 0 229 366056386 false INFORMATION TABLE 2 coonsq2202313f.xml 3M CO COM 88579Y101 1359323 13581 SH SOLE 0 0 13581 ABBOTT LABS COM 002824100 705142 6468 SH SOLE 0 0 6468 ABBVIE INC COM 00287Y109 1519755 11280 SH SOLE 0 0 11280 ABM INDS INC COM 000957100 426500 10000 SH SOLE 0 0 10000 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4993369 16182 SH SOLE 0 0 16182 ADOBE SYSTEMS INCORPORATED COM 00724F101 619551 1267 SH SOLE 0 0 1267 ADVANCED MICRO DEVICES INC COM 007903107 230896 2027 SH SOLE 0 0 2027 AFLAC INC COM 001055102 1051968 15071 SH SOLE 0 0 15071 AIR PRODS & CHEMS INC COM 009158106 2223233 7422 SH SOLE 0 0 7422 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 788189 6945 SH SOLE 0 0 6945 ALLSTATE CORP COM 020002101 240434 2205 SH SOLE 0 0 2205 ALPHABET INC CAP STK CL A 02079K305 4152992 34695 SH SOLE 0 0 34695 ALPHABET INC CAP STK CL C 02079K107 1400833 11580 SH SOLE 0 0 11580 AMAZON COM INC COM 023135106 3176092 24364 SH SOLE 0 0 24364 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 256954 11874 SH SOLE 0 0 11874 AMERICAN EXPRESS CO COM 025816109 656198 3767 SH SOLE 0 0 3767 AMERICAN TOWER CORP NEW COM 03027X100 313214 1615 SH SOLE 0 0 1615 AMETEK INC COM 031100100 1099813 6794 SH SOLE 0 0 6794 AMGEN INC COM 031162100 1563895 7044 SH SOLE 0 0 7044 AMPHENOL CORP NEW CL A 032095101 1450097 17070 SH SOLE 0 0 17070 ANALOG DEVICES INC COM 032654105 2479737 12729 SH SOLE 0 0 12729 AON PLC SHS CL A G0403H108 352795 1022 SH SOLE 0 0 1022 APPLE INC COM 037833100 24170233 124608 SH SOLE 0 0 124608 APPLIED MATLS INC COM 038222105 402544 2785 SH SOLE 0 0 2785 ARCHER DANIELS MIDLAND CO COM 039483102 378556 5010 SH SOLE 0 0 5010 AT&T INC COM 00206R102 172595 10821 SH SOLE 0 0 10821 AUTODESK INC COM 052769106 554903 2712 SH SOLE 0 0 2712 AUTOMATIC DATA PROCESSING IN COM 053015103 3089554 14057 SH SOLE 0 0 14057 BALL CORP COM 058498106 658938 11320 SH SOLE 0 0 11320 BANK AMERICA CORP COM 060505104 228832 7976 SH SOLE 0 0 7976 BATH & BODY WORKS INC COM 070830104 261113 6963 SH SOLE 0 0 6963 BAXTER INTL INC COM 071813109 742856 16305 SH SOLE 0 0 16305 BECTON DICKINSON & CO COM 075887109 237609 900 SH SOLE 0 0 900 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3636424 10664 SH SOLE 0 0 10664 BLACKROCK INC COM 09247X101 2489487 3602 SH SOLE 0 0 3602 BOOKING HOLDINGS INC COM 09857L108 856005 317 SH SOLE 0 0 317 BORGWARNER INC COM 099724106 273896 5600 SH SOLE 0 0 5600 BRISTOL-MYERS SQUIBB CO COM 110122108 1487797 23265 SH SOLE 0 0 23265 BROADCOM INC COM 11135F101 1106841 1276 SH SOLE 0 0 1276 CANADIAN NATL RY CO COM 136375102 1341763 11083 SH SOLE 0 0 11083 CARDINAL HEALTH INC COM 14149Y108 1697532 17950 SH SOLE 0 0 17950 CARLISLE COS INC COM 142339100 1462221 5700 SH SOLE 0 0 5700 CATERPILLAR INC COM 149123101 880859 3580 SH SOLE 0 0 3580 CDW CORP COM 12514G108 345164 1881 SH SOLE 0 0 1881 CHEVRON CORP NEW COM 166764100 1100978 6997 SH SOLE 0 0 6997 CHUBB LIMITED COM H1467J104 1482712 7700 SH SOLE 0 0 7700 CINTAS CORP COM 172908105 838077 1686 SH SOLE 0 0 1686 CISCO SYS INC COM 17275R102 3653594 70614 SH SOLE 0 0 70614 CLOROX CO DEL COM 189054109 238560 1500 SH SOLE 0 0 1500 COCA COLA CO COM 191216100 692410 11498 SH SOLE 0 0 11498 COLGATE PALMOLIVE CO COM 194162103 495060 6426 SH SOLE 0 0 6426 COMCAST CORP NEW CL A 20030N101 762851 18360 SH SOLE 0 0 18360 CONOCOPHILLIPS COM 20825C104 356626 3442 SH SOLE 0 0 3442 COOPER COS INC COM NEW 216648402 318247 830 SH SOLE 0 0 830 CORNING INC COM 219350105 2605224 74350 SH SOLE 0 0 74350 CORTEVA INC COM 22052L104 1151960 20104 SH SOLE 0 0 20104 COSTCO WHSL CORP NEW COM 22160K105 1952166 3626 SH SOLE 0 0 3626 CROWN CASTLE INC COM 22822V101 271178 2380 SH SOLE 0 0 2380 CSX CORP COM 126408103 230175 6750 SH SOLE 0 0 6750 CVS HEALTH CORP COM 126650100 2664616 38545 SH SOLE 0 0 38545 D R HORTON INC COM 23331A109 342193 2812 SH SOLE 0 0 2812 DIGITAL RLTY TR INC COM 253868103 445004 3908 SH SOLE 0 0 3908 DIODES INC COM 254543101 439975 4757 SH SOLE 0 0 4757 DISNEY WALT CO COM 254687106 1462943 16386 SH SOLE 0 0 16386 DOMINOS PIZZA INC COM 25754A201 373819 1109 SH SOLE 0 0 1109 DOVER CORP COM 260003108 312871 2119 SH SOLE 0 0 2119 DOW INC COM 260557103 786597 14769 SH SOLE 0 0 14769 EATON CORP PLC SHS G29183103 2515560 12509 SH SOLE 0 0 12509 EBAY INC. COM 278642103 404937 9061 SH SOLE 0 0 9061 ECOLAB INC COM 278865100 572952 3069 SH SOLE 0 0 3069 ELEVANCE HEALTH INC COM 036752103 673100 1515 SH SOLE 0 0 1515 EMERSON ELEC CO COM 291011104 1378448 15250 SH SOLE 0 0 15250 ENBRIDGE INC COM 29250N105 2811327 75675 SH SOLE 0 0 75675 ENSIGN GROUP INC COM 29358P101 225286 2360 SH SOLE 0 0 2360 EQUITY RESIDENTIAL SH BEN INT 29476L107 301747 4574 SH SOLE 0 0 4574 EXPEDITORS INTL WASH INC COM 302130109 810845 6694 SH SOLE 0 0 6694 EXTRA SPACE STORAGE INC COM 30225T102 412910 2774 SH SOLE 0 0 2774 EXXON MOBIL CORP COM 30231G102 4436628 41367 SH SOLE 0 0 41367 FACTSET RESH SYS INC COM 303075105 414673 1035 SH SOLE 0 0 1035 FASTENAL CO COM 311900104 3811583 64614 SH SOLE 0 0 64614 FLOWERS FOODS INC COM 343498101 442864 17800 SH SOLE 0 0 17800 FRANKLIN ELEC INC COM 353514102 315492 3066 SH SOLE 0 0 3066 GALLAGHER ARTHUR J & CO COM 363576109 1015073 4623 SH SOLE 0 0 4623 GENERAL DYNAMICS CORP COM 369550108 698377 3246 SH SOLE 0 0 3246 GENERAL MLS INC COM 370334104 403442 5260 SH SOLE 0 0 5260 GENUINE PARTS CO COM 372460105 253507 1498 SH SOLE 0 0 1498 GILEAD SCIENCES INC COM 375558103 830815 10780 SH SOLE 0 0 10780 HOLOGIC INC COM 436440101 947349 11700 SH SOLE 0 0 11700 HOME DEPOT INC COM 437076102 2253518 7254 SH SOLE 0 0 7254 HONEYWELL INTL INC COM 438516106 478703 2307 SH SOLE 0 0 2307 HUMANA INC COM 444859102 1216194 2720 SH SOLE 0 0 2720 HUNT J B TRANS SVCS INC COM 445658107 769559 4251 SH SOLE 0 0 4251 HUNTINGTON BANCSHARES INC COM 446150104 289463 26852 SH SOLE 0 0 26852 IDEXX LABS INC COM 45168D104 301338 600 SH SOLE 0 0 600 ILLINOIS TOOL WKS INC COM 452308109 4513223 18041 SH SOLE 0 0 18041 IMPERIAL OIL LTD COM NEW 453038408 646919 12645 SH SOLE 0 0 12645 INTEL CORP COM 458140100 844593 25257 SH SOLE 0 0 25257 INTERCONTINENTAL EXCHANGE IN COM 45866F104 723147 6395 SH SOLE 0 0 6395 INTERNATIONAL BUSINESS MACHS COM 459200101 2698681 20168 SH SOLE 0 0 20168 INTERPUBLIC GROUP COS INC COM 460690100 388424 10068 SH SOLE 0 0 10068 INTUITIVE SURGICAL INC COM NEW 46120E602 377502 1104 SH SOLE 0 0 1104 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 713582 62760 SH SOLE 0 0 62760 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 615992 27685 SH SOLE 0 0 27685 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 848908 5673 SH SOLE 0 0 5673 INVESCO QQQ TR UNIT SER 1 46090E103 281179 761 SH SOLE 0 0 761 ISHARES GOLD TR ISHARES NEW 464285204 902327 24796 SH SOLE 0 0 24796 ISHARES SILVER TR ISHARES 46428Q109 438690 21000 SH SOLE 0 0 21000 ISHARES TR 1 3 YR TREAS BD 464287457 1253357 15458 SH SOLE 0 0 15458 ISHARES TR 10-20 YR TRS ETF 464288653 374957 3385 SH SOLE 0 0 3385 ISHARES TR 20 YR TR BD ETF 464287432 748477 7271 SH SOLE 0 0 7271 ISHARES TR 3 7 YR TREAS BD 464288661 1307625 11345 SH SOLE 0 0 11345 ISHARES TR 7-10 YR TRSY BD 464287440 1295310 13409 SH SOLE 0 0 13409 ISHARES TR CORE S&P MCP ETF 464287507 573653 2194 SH SOLE 0 0 2194 ISHARES TR CORE S&P SCP ETF 464287804 1718310 17243 SH SOLE 0 0 17243 ISHARES TR CORE S&P TTL STK 464287150 441911 4517 SH SOLE 0 0 4517 ISHARES TR CORE US AGGBD ET 464287226 471238 4811 SH SOLE 0 0 4811 ISHARES TR IBOXX INV CP ETF 464287242 252190 2332 SH SOLE 0 0 2332 ISHARES TR MBS ETF 464288588 1293026 13864 SH SOLE 0 0 13864 ISHARES TR MSCI USA MIN VOL 46429B697 520034 6996 SH SOLE 0 0 6996 ISHARES TR RUS 1000 GRW ETF 464287614 635784 2310 SH SOLE 0 0 2310 ISHARES TR RUS MD CP GR ETF 464287481 223389 2312 SH SOLE 0 0 2312 ISHARES TR SELECT DIVID ETF 464287168 395644 3492 SH SOLE 0 0 3492 ISHARES TR SHORT TREAS BD 464288679 907899 8220 SH SOLE 0 0 8220 ISHARES TR TIPS BD ETF 464287176 1016471 9445 SH SOLE 0 0 9445 ISHARES TR U.S. REAL ES ETF 464287739 246639 2850 SH SOLE 0 0 2850 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 6175845 123172 SH SOLE 0 0 123172 JABIL INC COM 466313103 323790 3000 SH SOLE 0 0 3000 JOHNSON & JOHNSON COM 478160104 4886168 29520 SH SOLE 0 0 29520 JPMORGAN CHASE & CO COM 46625H100 4056504 27891 SH SOLE 0 0 27891 KIMBERLY-CLARK CORP COM 494368103 443863 3215 SH SOLE 0 0 3215 KLA CORP COM NEW 482480100 5374022 11080 SH SOLE 0 0 11080 KROGER CO COM 501044101 1972308 41964 SH SOLE 0 0 41964 L3HARRIS TECHNOLOGIES INC COM 502431109 528775 2701 SH SOLE 0 0 2701 LANCASTER COLONY CORP COM 513847103 576526 2867 SH SOLE 0 0 2867 LAUDER ESTEE COS INC CL A 518439104 254331 1295 SH SOLE 0 0 1295 LIFE STORAGE INC COM 53223X107 616536 4637 SH SOLE 0 0 4637 LILLY ELI & CO COM 532457108 1047702 2234 SH SOLE 0 0 2234 LINDE PLC SHS G54950103 1235843 3243 SH SOLE 0 0 3243 LOWES COS INC COM 548661107 1894964 8396 SH SOLE 0 0 8396 M & T BK CORP COM 55261F104 412740 3335 SH SOLE 0 0 3335 M D C HLDGS INC COM 552676108 360083 7699 SH SOLE 0 0 7699 MARATHON PETE CORP COM 56585A102 338140 2900 SH SOLE 0 0 2900 MARRIOTT INTL INC NEW CL A 571903202 1079179 5875 SH SOLE 0 0 5875 MASTERCARD INCORPORATED CL A 57636Q104 1719508 4372 SH SOLE 0 0 4372 MCDONALDS CORP COM 580135101 3532253 11837 SH SOLE 0 0 11837 MCKESSON CORP COM 58155Q103 764885 1790 SH SOLE 0 0 1790 MEDTRONIC PLC SHS G5960L103 233025 2645 SH SOLE 0 0 2645 MERCK & CO INC COM 58933Y105 6836281 59245 SH SOLE 0 0 59245 META PLATFORMS INC CL A 30303M102 1456711 5076 SH SOLE 0 0 5076 METLIFE INC COM 59156R108 536301 9487 SH SOLE 0 0 9487 METTLER TOLEDO INTERNATIONAL COM 592688105 333157 254 SH SOLE 0 0 254 MICROSOFT CORP COM 594918104 15321028 44990 SH SOLE 0 0 44990 MOODYS CORP COM 615369105 504194 1450 SH SOLE 0 0 1450 MSA SAFETY INC COM 553498106 939384 5400 SH SOLE 0 0 5400 MSC INDL DIRECT INC CL A 553530106 289556 3039 SH SOLE 0 0 3039 NEXTERA ENERGY INC COM 65339F101 3411271 45974 SH SOLE 0 0 45974 NICE LTD SPONSORED ADR 653656108 227150 1100 SH SOLE 0 0 1100 NIKE INC CL B 654106103 4813788 43615 SH SOLE 0 0 43615 NORFOLK SOUTHN CORP COM 655844108 260774 1150 SH SOLE 0 0 1150 NORTHERN TR CORP COM 665859104 400356 5400 SH SOLE 0 0 5400 NVIDIA CORPORATION COM 67066G104 1144693 2706 SH SOLE 0 0 2706 OMNICOM GROUP INC COM 681919106 845599 8887 SH SOLE 0 0 8887 ORACLE CORP COM 68389X105 3947000 33143 SH SOLE 0 0 33143 OREILLY AUTOMOTIVE INC COM 67103H107 384986 403 SH SOLE 0 0 403 OXFORD INDS INC COM 691497309 347915 3535 SH SOLE 0 0 3535 PAYCHEX INC COM 704326107 2074527 18544 SH SOLE 0 0 18544 PAYPAL HLDGS INC COM 70450Y103 362545 5433 SH SOLE 0 0 5433 PEPSICO INC COM 713448108 4887145 26386 SH SOLE 0 0 26386 PFIZER INC COM 717081103 1750407 47721 SH SOLE 0 0 47721 PHILLIPS 66 COM 718546104 1023237 10728 SH SOLE 0 0 10728 PNC FINL SVCS GROUP INC COM 693475105 883540 7015 SH SOLE 0 0 7015 PPG INDS INC COM 693506107 311430 2100 SH SOLE 0 0 2100 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 343935 4535 SH SOLE 0 0 4535 PROCTER AND GAMBLE CO COM 742718109 3820510 25178 SH SOLE 0 0 25178 PROGRESSIVE CORP COM 743315103 291214 2200 SH SOLE 0 0 2200 PROLOGIS INC. COM 74340W103 742525 6055 SH SOLE 0 0 6055 PROSHARES TR S&P 500 DV ARIST 74348A467 2046348 21705 SH SOLE 0 0 21705 PROSHARES TR S&P MDCP 400 DIV 74347B680 252972 3600 SH SOLE 0 0 3600 RAYTHEON TECHNOLOGIES CORP COM 75513E101 406437 4149 SH SOLE 0 0 4149 RELIANCE STEEL & ALUMINUM CO COM 759509102 729220 2685 SH SOLE 0 0 2685 S&P GLOBAL INC COM 78409V104 2631042 6563 SH SOLE 0 0 6563 SEALED AIR CORP NEW COM 81211K100 676000 16900 SH SOLE 0 0 16900 SHELL PLC SPON ADS 780259305 251460 4165 SH SOLE 0 0 4165 SKYWORKS SOLUTIONS INC COM 83088M102 237984 2150 SH SOLE 0 0 2150 SMUCKER J M CO COM NEW 832696405 559522 3789 SH SOLE 0 0 3789 SNAP ON INC COM 833034101 573210 1989 SH SOLE 0 0 1989 SPDR S&P 500 ETF TR TR UNIT 78462F103 7593830 17131 SH SOLE 0 0 17131 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 209284 437 SH SOLE 0 0 437 SPDR SER TR BBG CONV SEC ETF 78464A359 615491 8799 SH SOLE 0 0 8799 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3024184 32936 SH SOLE 0 0 32936 SPDR SER TR S&P DIVID ETF 78464A763 255580 2085 SH SOLE 0 0 2085 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3500751 83610 SH SOLE 0 0 83610 STMICROELECTRONICS N V NY REGISTRY 861012102 308389 6169 SH SOLE 0 0 6169 STRYKER CORPORATION COM 863667101 896965 2940 SH SOLE 0 0 2940 SYSCO CORP COM 871829107 3247734 43770 SH SOLE 0 0 43770 TARGET CORP COM 87612E106 462969 3510 SH SOLE 0 0 3510 TC ENERGY CORP COM 87807B107 287922 7125 SH SOLE 0 0 7125 TELEFLEX INCORPORATED COM 879369106 484060 2000 SH SOLE 0 0 2000 TEXAS INSTRS INC COM 882508104 5281849 29340 SH SOLE 0 0 29340 THE CIGNA GROUP COM 125523100 413044 1472 SH SOLE 0 0 1472 THERMO FISHER SCIENTIFIC INC COM 883556102 1360724 2608 SH SOLE 0 0 2608 THOR INDS INC COM 885160101 1223888 11825 SH SOLE 0 0 11825 TJX COS INC NEW COM 872540109 3188444 37604 SH SOLE 0 0 37604 TRAVELERS COMPANIES INC COM 89417E109 3916041 22550 SH SOLE 0 0 22550 UFP INDUSTRIES INC COM 90278Q108 441093 4545 SH SOLE 0 0 4545 UNION PAC CORP COM 907818108 761415 3721 SH SOLE 0 0 3721 UNITEDHEALTH GROUP INC COM 91324P102 4727550 9836 SH SOLE 0 0 9836 UNUM GROUP COM 91529Y106 290255 6085 SH SOLE 0 0 6085 US BANCORP DEL COM NEW 902973304 677981 20520 SH SOLE 0 0 20520 VALERO ENERGY CORP COM 91913Y100 3398304 28971 SH SOLE 0 0 28971 VANGUARD INDEX FDS GROWTH ETF 922908736 397793 1406 SH SOLE 0 0 1406 VANGUARD INDEX FDS SMALL CP ETF 922908751 288487 1450 SH SOLE 0 0 1450 VANGUARD INDEX FDS VALUE ETF 922908744 677552 4768 SH SOLE 0 0 4768 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 378679 6960 SH SOLE 0 0 6960 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 345211 8486 SH SOLE 0 0 8486 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 377369 4775 SH SOLE 0 0 4775 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2622895 34667 SH SOLE 0 0 34667 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1320995 8133 SH SOLE 0 0 8133 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 431756 9349 SH SOLE 0 0 9349 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 375594 3541 SH SOLE 0 0 3541 VERIZON COMMUNICATIONS INC COM 92343V104 244971 6587 SH SOLE 0 0 6587 VISA INC COM CL A 92826C839 2114206 8903 SH SOLE 0 0 8903 VULCAN MATLS CO COM 929160109 338160 1500 SH SOLE 0 0 1500 WABTEC COM 929740108 236010 2152 SH SOLE 0 0 2152 WALMART INC COM 931142103 2818409 17931 SH SOLE 0 0 17931 WASTE MGMT INC DEL COM 94106L109 789061 4550 SH SOLE 0 0 4550 WATSCO INC COM 942622200 1039888 2726 SH SOLE 0 0 2726 ZOETIS INC CL A 98978V103 293274 1703 SH SOLE 0 0 1703 ZURN ELKAY WATER SOLNS CORP COM 98983L108 42546676 1582249 SH SOLE 0 0 1582249