Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| J W COONS ADVISORS LLC | 02-12-2024 | 12-31-2023 | 241 | 369,631,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOOKING HOLDINGS INC | COM | 101 | $1,099,639 | 310 | 0.00 | 0.00 | 22 | 7.64 | 12-31-2023 |
| ADOBE INC | COM | 102 | $1,099,534 | 1,843 | 0.00 | 0.00 | 46 | 2.56 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 103 | $1,093,930 | 21,320 | 0.00 | 0.00 | -1,000 | -4.48 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 104 | $1,085,251 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
