Managed by J. W. Coons Advisors, Llc • Latest filing Q3 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Z ZWS — | $47.3M | 1.69M | 0.00% | — |
| 2 | Z ZWS — | $44.3M | 1.51M | 0.00% | — |
| 3 | Z ZWS — | $42.5M | 1.58M | 0.00% | — |
| 4 | Z ZWS — | $33.6M | 1.57M | 0.00% | — |
| 5 | A AAPL — | $24.2M | 124.6K | 0.00% | — |
| 6 | A AAPL — | $23.5M | 121.9K | 0.00% | — |
| 7 | A AAPL — | $21.1M | 123.2K | 0.00% | — |
| 8 | A AAPL — | $20.9M | 127.0K | 0.00% | — |
| 9 | M MSFT — | $16.6M | 44.3K | 0.00% | — |
| 10 | M MSFT — | $15.3M | 45.0K | 0.00% | — |
| 11 | M MSFT — | $13.9M | 44.0K | 0.00% | — |
| 12 | M MSFT — | $12.4M | 42.9K | 0.00% | — |
| 13 | S SPY — | $8.5M | 17.9K | 0.00% | — |
| 14 | S SPY — | $8.4M | 20.4K | 0.00% | — |
| 15 | S SPY — | $7.6M | 17.1K | 0.00% | — |
| 16 | S SPY — | $7.3M | 17.1K | 0.00% | — |
| 17 | M MRK — | $6.8M | 59.2K | 0.00% | — |
| 18 | V VYLD — | $6.3M | 125.9K | 0.00% | — |
| 19 | M MRK — | $6.3M | 59.5K | 0.00% | — |
| 20 | K KLAC — | $6.3M | 10.9K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.