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 |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 51 | $2,545,561 | 7,345 | 0.00 | 0.00 | 71 | 0.98 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 52 | $2,509,625 | 3,802 | 0.00 | 0.00 | 75 | 2.01 | 12-31-2023 |
| VISA INC | COM CL A | 53 | $2,459,180 | 9,446 | 0.00 | 0.00 | 108 | 1.16 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 54 | $2,325,967 | 25,451 | 0.00 | 0.00 | -5,910 | -18.85 | 12-31-2023 |
