J. W. Coons Advisors LLC Portfolio
Invests via J. W. Coons Advisors LLC | Managed by Martina Cheung
Invests via J. W. Coons Advisors LLC
Managed by Martina Cheung
Automatically Tracked
Company Profile
Specializing in wealth management, J. W. Coons Advisors LLC provides tailored financial solutions to high-net-worth individuals and families. Founded by seasoned professionals with extensive industry backgrounds, the firm emphasizes a comprehensive approach to asset stewardship that blends strategic investment insights with personal client engagement. By leveraging their expertise across diverse financial markets, the team plays an instrumental role in navigating complex economic landscapes while delivering value-driven advice and service to clients seeking growth and security for their assets.
Specializing in wealth management, J. W. Coons Advisors LLC provides tailored financial solutions to high-net-worth individuals and families. Founded by seasoned professionals with extensive industry backgrounds, the firm emphasizes a comprehensive approach to asset stewardship that blends strategic investment insights with personal client engagement. By leveraging their expertise across diverse financial markets, the team plays an instrumental role in navigating complex economic landscapes while delivering value-driven advice and service to clients seeking growth and security for their assets.
Investment Philosophy & Strategy
In a dynamic financial environment, J. W. Coons Advisors LLC focuses on delivering personalized investment strategies to enhance client wealth over the long term. The firm's commitment to active management and deep client relationships enables it to identify unique market opportunities tailored for high-net-worth individuals. Leveraging insights from diverse sectors, their approach reflects a blend of innovation and market awareness aimed at capitalizing on evolving trends. By prioritizing agility in decision-making and rigorous analysis, the team aims not only to preserve but also expand clients' assets in alignment with their specific goals.
In a dynamic financial environment, J. W. Coons Advisors LLC focuses on delivering personalized investment strategies to enhance client wealth over the long term. The firm's commitment to active management and deep client relationships enables it to identify unique market opportunities tailored for high-net-worth individuals. Leveraging insights from diverse sectors, their approach reflects a blend of innovation and market awareness aimed at capitalizing on evolving trends. By prioritizing agility in decision-making and rigorous analysis, the team aims not only to preserve but also expand clients' assets in alignment with their specific goals.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.79%
Gain +0.43%
Monthly
0.62%
Yearly
7.74%
Drawdown
18.82%
$504.03M
Equity
Holdings
$504.03M
Investment
$319.77M
$212.81M
Profit +$2.55M
Realized
$27.82M
Unrealized
$184.99M
Dividends
$31.06M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$2.55M
Win %
70%
This Week
Compared To Last Week
Gain
0.9%
Profit
$4.47M
Win %
70%
This Month
Compared to last month
Gain
2.79%
Profit
$13.69M
Win %
70%
This Year
Compared to last year
Gain
15.14%
Profit
$66.27M
Win %
70%
AMX América Móvil, S.A.B. de C.V.
+6.07%
+$16,504.86 
IBM International Business Machines Corporation
+3.94%
+$193,738.32 
WMB The Williams Companies, Inc.
+3.51%
+$28,918.76 
NTAP NetApp, Inc.
+3.45%
+$27,997.08 
WAT Waters Corporation
+3.31%
+$11,170.32 
ETN Eaton Corporation plc
+3.13%
+$151,856.12 
ASML ASML Holding N.V. New York Registry Shares
+2.81%
+$19,119.45 
NVDA NVIDIA Corporation
+2.49%
+$140,894.86 
TXN Texas Instruments Inc
+2.47%
+$186,018.99 
FDS FactSet Research Systems Inc.
+2.45%
+$11,039.8 
CACI Caci International Inc.
+2.3%
+$9,178.27 
ADI Analog Devices, Inc.
+2.24%
+$139,477.14 
TT Trane Technologies plc
+2.15%
+$8,937 
CAT Caterpillar Inc.
+2.06%
+$50,598.6 
GLW Corning Incorporated
+2.02%
+$169,753.26 
NXPI NXP Semiconductors N.V.
+2%
+$9,615.2 
XSW SPDR S&P Software & Services ETF
+1.96%
+$27,181.7 
MMM 3M Company
+1.94%
+$36,656.12 
WAB Wabtec Corporation
+1.88%
+$20,462.88 
BLK BlackRock, Inc.
+1.85%
+$90,165.2 
KR Kroger Co.
+1.83%
+$47,293.75 
EMR Emerson Electric Co.
+1.69%
+$35,230 
MAR Marriott International Inc. - Class A
+1.68%
+$35,938.68 
AXP American Express Company
+1.66%
+$23,224.89 
FAST Fastenal Co.
+1.63%
+$107,444.4 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.6%
+$24,338.94 
CASY Casey's General Stores Inc.
+1.56%
+$6,028.54 
JBL Jabil Inc.
+1.46%
+$6,464 
PH Parker-Hannifin Corporation
+1.44%
+$5,444 
CTAS Cintas Corporation
+1.44%
+$13,072.8 
EBAY eBay Inc.
+1.41%
+$6,720.3 
ZWS Zurn Elkay Water Solutions Corporation
+1.4%
+$461,069.88 
ABM ABM Industries Inc.
+1.4%
+$7,200 
DOV Dover Corporation
+1.37%
+$4,873.5 
AAPL Apple Inc.
+1.32%
+$525,999.01 
MCO Moody's Corporation
+1.2%
+$12,108.32 
KMI Kinder Morgan, Inc.
+1.19%
+$3,316 
AME Ametek Inc.
+1.18%
+$18,533.24 
HBAN Huntington Bancshares Incorporated
+1.16%
+$4,833.36 
SPGI S&P Global Inc.
+1.15%
+$7,116.48 
MRK Merck & Co., Inc.
+1.09%
+$92,971.8 
QQQ Invesco QQQ Trust, Series 1
+1.06%
+$5,768.4 
WSO Watsco Inc.
+1.05%
+$9,791.22 
KLAC KLA Corporation
+1.04%
+$183,905.8 
VMC Vulcan Materials Company
+1.04%
+$7,781.92 
AVGO Broadcom Inc.
+1.03%
+$38,007.83 
MET MetLife Inc.
+0.99%
+$6,576 
AMAT Applied Materials, Inc.
+0.98%
+$25,118.28 
TMO Thermo Fisher Scientific Inc.
+0.97%
+$14,091.35 
MSI Motorola Solutions, Inc.
+0.93%
+$3,457.74 
IWF iShares Russell 1000 Growth ETF
+0.92%
+$9,681.84 
RS Reliance Inc.
+0.91%
+$8,474 
IWP iShares Russell Mid-Cap Growth ETF
+0.89%
+$2,803.57 
NTRS Northern Trust Corporation
+0.88%
+$7,883.95 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$10,393 
VUG Vanguard Growth ETF
+0.85%
+$5,823 
TRV The Travelers Companies, Inc.
+0.81%
+$66,815 
BAX Baxter International Inc.
+0.78%
+$1,558.95 
NSC Norfolk Southern Corporation
+0.77%
+$2,646 
VLO Valero Energy Corporation
+0.77%
+$89,636.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.74%
+$3,438 
SNA Snap-on Inc.
+0.68%
+$5,089.56 
ITW Illinois Tool Works Inc.
+0.67%
+$29,217.78 
HON Honeywell International Inc.
+0.66%
+$1,365.86 
DGX Quest Diagnostics Inc.
+0.66%
+$1,872 
MSA Msa Safety Inc.
+0.62%
+$6,102 
ADP Automatic Data Processing Inc.
+0.6%
+$17,617.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.58%
+$3,466.26 
AMP Ameriprise Financial, Inc.
+0.58%
+$4,569.56 
DLR Digital Realty Trust, Inc.
+0.57%
+$3,408 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,527.96 
SPY SPDR S&P 500 ETF Trust
+0.53%
+$71,907.96 
CSCO Cisco Systems, Inc.
+0.52%
+$32,536.9 
PEP PepsiCo, Inc.
+0.51%
+$16,378.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.49%
+$2,845.8 
ACN Accenture plc Class A
+0.48%
+$19,464.36 
META Meta Platforms Inc Class A
+0.47%
+$11,464.62 
CVX Chevron Corporation
+0.47%
+$8,069.78 
ALL Allstate Corporation
+0.45%
+$2,579.79 
VB Vanguard Small-Cap ETF
+0.44%
+$1,672.02 
IMO Imperial Oil Limited
+0.43%
+$6,881.7 
IJH iShares Core S&P Mid-Cap ETF
+0.41%
+$3,303.3 
COST Costco Wholesale Corporation
+0.37%
+$17,778.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$3,364.14 
MA Mastercard Incorporated
+0.35%
+$8,252.2 
VEU Vanguard FTSE All-World ex-US ETF
+0.35%
+$2,583.61 
HPQ HP Inc.
+0.35%
+$1,128.82 
IAU iShares Gold Trust
+0.35%
+$6,396.57 
V Visa Inc. Class A
+0.32%
+$8,865.28 
UNM Unum Group
+0.3%
+$1,760.92 
BDX Becton, Dickinson and Company
+0.28%
+$680.01 
BAC Bank of America Corporation
+0.28%
+$1,160.04 
GRMN Garmin Ltd.
+0.27%
+$1,376.72 
SLV iShares Silver Trust
+0.27%
+$3,108 
VTWO Vanguard Russell 2000 ETF
+0.25%
+$968.8 
VIG Vanguard Dividend Appreciation ETF
+0.24%
+$3,037.32 
BRK-A Berkshire Hathaway Inc.
+0.22%
+$3,530 
MSFT Microsoft Corp.
+0.2%
+$48,222 
VTV Vanguard Value ETF
+0.19%
+$1,048.36 
VYM Vanguard High Dividend Yield ETF
+0.19%
+$687.9 
NJR New Jersey Resources Corporation
+0.15%
+$479.68 
TLT iShares 20+ Year Treasury Bond ETF
+0.14%
+$1,012.22 
XOM Exxon Mobil Corporation
+0.12%
+$8,243.13 
PYLD PIMCO Multisector Bond Active ETF
+0.12%
+$2,168.1 
DIS The Walt Disney Company
+0.12%
+$1,879.93 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.11%
+$846.45 
PYPL PayPal Holdings Inc
+0.1%
+$319.38 
PLD Prologis Inc.
+0.1%
+$716.04 
BKLN Invesco Senior Loan ETF
+0.1%
+$401.2 
INTU Intuit Inc.
+0.1%
+$135.68 
CSL Carlisle Companies Inc.
+0.09%
+$1,767 
UNP Union Pacific Corporation
+0.09%
+$967.98 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$601.65 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$1,869.24 
TLH iShares 10-20 Year Treasury Bond ETF
+0.09%
+$294 
TIP iShares TIPS Bond ETF
+0.07%
+$293.51 
NYF iShares New York Muni Bond ETF
+0.06%
+$120 
MBB iShares MBS ETF
+0.06%
+$631.7 
SRLN SPDR Blackstone Senior Loan ETF
+0.05%
+$1,266.4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.04%
+$203.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.04%
+$269.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$146.94 
APD Air Products and Chemicals, Inc.
+0.03%
+$125.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$269.68 
SHV iShares Short Treasury Bond ETF
+0.01%
+$79.85 
CDNMF EGR Exploration Ltd.
0%
$0 
DFS Discover Financial Services
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HOLX Hologic Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
NFLX Netflix, Inc.
-5.31%
-$8,395 
BKNG Booking Holdings Inc.
-3.38%
-$40,165 
CLX The Clorox Company
-3.06%
-$4,020 
ISRG Intuitive Surgical, Inc.
-2.26%
-$14,790.36 
SYK Stryker Corporation
-2.23%
-$22,562.4 
VZ Verizon Communications Inc.
-2.2%
-$5,088.16 
CTRE CareTrust REIT Inc.
-2.19%
-$7,100.8 
GILD Gilead Sciences Inc.
-1.88%
-$30,849.42 
ABT Abbott Laboratories
-1.84%
-$11,232.27 
NSA National Storage Affiliates Trust
-1.77%
-$6,245.46 
MDT Medtronic plc
-1.69%
-$3,841.6 
DPZ Domino's Pizza Inc.
-1.63%
-$5,722.44 
GOOGL Alphabet Inc
-1.62%
-$191,138.87 
GOOG Alphabet Inc
-1.62%
-$64,200.88 
DRI Darden Restaurants, Inc.
-1.59%
-$3,476.95 
KMB Kimberly-Clark Corporation
-1.56%
-$4,901 
ORCL Oracle Corporation
-1.56%
-$64,239.6 
ABBV AbbVie Inc.
-1.51%
-$42,148.12 
ENSG The Ensign Group, Inc.
-1.51%
-$13,424.9 
MPC Marathon Petroleum Corporation
-1.49%
-$15,532.02 
PG Procter & Gamble Co
-1.46%
-$62,605.2 
MCK McKesson Corporation
-1.42%
-$22,953.4 
ELV Elevance Health, Inc.
-1.37%
-$6,630.8 
CVS CVS Health Corporation
-1.37%
-$43,231.5 
CTVA Corteva Inc.
-1.36%
-$3,448.2 
ROST Ross Stores, Inc.
-1.29%
-$5,706.9 
CMCSA Comcast Corp
-1.25%
-$4,995.27 
CL Colgate-Palmolive Company
-1.19%
-$6,189.75 
INGR Ingredion Inc.
-1.18%
-$2,186.52 
EPD Enterprise Products Partners L.P.
-1.05%
-$2,613 
TGT Target Corporation
-1.04%
-$3,533.95 
DOW Dow Inc.
-1.01%
-$3,742.94 
LLY Eli Lilly and Company
-1.01%
-$26,013.65 
SYY Sysco Corporation
-1%
-$34,440.02 
TJX The TJX Companies, Inc.
-1%
-$47,070.87 
ORLY O'Reilly Automotive Inc.
-0.93%
-$2,948.39 
WM Waste Management, Inc.
-0.93%
-$9,782.5 
NKE Nike, Inc. - Class B
-0.92%
-$12,300.75 
ARE Alexandria Real Estate Equities, Inc.
-0.91%
-$2,318.55 
BMY Bristol-Myers Squibb Company
-0.91%
-$10,931.2 
RTX RTX Corporation
-0.9%
-$7,146.18 
KO The Coca-Cola Company
-0.87%
-$9,726.48 
EXR Extra Space Storage Inc.
-0.84%
-$10,870.16 
PFE Pfizer Inc.
-0.83%
-$8,311.25 
IDXX IDEXX Laboratories, Inc.
-0.8%
-$2,670 
CB Chubb Limited
-0.78%
-$18,922.4 
OMC Omnicom Group Inc.
-0.75%
-$6,817.97 
NEE NextEra Energy, Inc.
-0.73%
-$24,975.96 
CI The Cigna Group
-0.72%
-$3,371.23 
EXPD Expeditors International of Washington, Inc.
-0.71%
-$3,904.6 
BX Blackstone Inc.
-0.7%
-$1,974.28 
ADBE Adobe Inc.
-0.65%
-$1,853.7 
MZTI The Marzetti Company
-0.64%
-$3,392.52 
JNJ Johnson & Johnson
-0.61%
-$36,524.86 
PGX Invesco Preferred ETF
-0.6%
-$1,292.1 
TFX Teleflex Incorporated
-0.57%
-$1,500 
ICE Intercontinental Exchange, Inc.
-0.56%
-$5,627.6 
UNH UnitedHealth Group Incorporated
-0.54%
-$24,188.78 
ZTS Zoetis Inc.
-0.53%
-$610.26 
LHX L3Harris Technologies, Inc.
-0.49%
-$3,856.42 
LOW Lowe's Companies Inc.
-0.37%
-$6,344.43 
AJG Arthur J. Gallagher & Co.
-0.34%
-$1,157 
PSX Phillips 66
-0.33%
-$9,425.28 
HD The Home Depot, Inc.
-0.31%
-$7,076.15 
ADSK Autodesk, Inc.
-0.3%
-$1,887 
CRM Salesforce Inc
-0.29%
-$1,333.36 
THO Thor Industries Inc.
-0.28%
-$1,427.85 
LIN Linde plc
-0.26%
-$4,373.16 
PGR Progressive Corporation
-0.26%
-$1,276 
QLTY GMO U.S. Quality ETF
-0.23%
-$2,985.4 
COP ConocoPhillips
-0.19%
-$963.76 
IP International Paper Company
-0.18%
-$225 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$573.75 
SHEL Shell plc
-0.17%
-$749.7 
BRK-B Berkshire Hathaway Inc.
-0.15%
-$8,905.9 
APH Amphenol Corporation
-0.15%
-$14,129.76 
AMGN Amgen Inc.
-0.14%
-$3,912 
VWO Vanguard FTSE Emerging Markets ETF
-0.12%
-$737.66 
MCD McDonald's Corporation
-0.11%
-$3,090.42 
AFL Aflac Inc.
-0.1%
-$708.12 
AMZN Amazon.com Inc
-0.1%
-$6,526.26 
DVY iShares Select Dividend ETF
-0.09%
-$488.88 
SDY SPDR S&P Dividend ETF
-0.07%
-$239.78 
ECL Ecolab Inc.
-0.07%
-$535.8 
PAYX Paychex Inc.
-0.05%
-$909.42 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$155.24 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$496 
WMT Walmart Inc.
-0.04%
-$2,569.65 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$110.13 
JHG Janus Henderson Group plc
-0.04%
-$207.96 
CAH Cardinal Health Inc.
-0.04%
-$200.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.03%
-$240.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.02%
-$256.88 
JPM JPMorgan Chase & Co.
-0.02%
-$1,862.14 
BALL Ball Corp.
-0.02%
-$81.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$322.84 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$153.38 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$733.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$45.82 Events
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Dividends
Dividend Analysis
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| Trades 2300 | Longs Won 1190/2300 51% | Profit Factor 3.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $240,540.37 | Best Trade (Dec 30) $31.94M | Sharpe Ratio -9.03 |
| Average Loss -$74,750.48 | Worst Trade (Jun 30) -$17.76M | Z-Score -9.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $92,526.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 117,149 | $20.12M | $40.3M | - | $20.18M | 100.26% | +1.323% |
| ABBV AbbVie Inc. | 9,667 | $1.44M | $2.75M | - | $1.31M | 91.01% | -1.508% |
| ABM ABM Industries Inc. | 10,000 | $400,100 | $522,800 | - | $122,700 | 30.67% | +1.396% |
| ABT Abbott Laboratories | 5,943 | $580,090.35 | $597,628.08 | - | $17,537.73 | 3.02% | -1.845% |
| ACN Accenture plc Class A | 17,074 | $5.33M | $4.1M | - | -$1.23M | -23.04% | +0.477% |
| ADBE Adobe Inc. | 1,110 | $569,767.64 | $283,116.6 | - | -$286,651.04 | -50.31% | -0.65% |
| ADI Analog Devices, Inc. | 15,654 | $2.83M | $6.35M | - | $3.53M | 124.87% | +2.244% |
| ADP Automatic Data Processing Inc. | 10,067 | $2.42M | $2.96M | - | $542,812.64 | 22.41% | +0.598% |
| ADSK Autodesk, Inc. | 2,550 | $534,041.7 | $624,342 | - | $90,300.3 | 16.91% | -0.301% |
| AFL Aflac Inc. | 5,901 | $474,218.55 | $709,005.15 | - | $234,786.6 | 49.51% | -0.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,898 | $462,231.39 | $466,779.4 | - | $4,548.01 | 0.98% | +0.031% |
| AJG Arthur J. Gallagher & Co. | 1,300 | $296,309 | $335,881 | - | $39,572 | 13.35% | -0.343% |
| ALL Allstate Corporation | 2,283 | $261,810.51 | $573,124.32 | - | $311,313.81 | 118.91% | +0.452% |
| AMAT Applied Materials, Inc. | 6,343 | $1.07M | $2.59M | - | $1.52M | 141.92% | +0.978% |
| AME Ametek Inc. | 6,347 | $937,832.72 | $1.59M | - | $650,694.44 | 69.38% | +1.18% |
| AMGN Amgen Inc. | 6,520 | $1.79M | $2.86M | - | $1.07M | 59.75% | -0.137% |
| AMP Ameriprise Financial, Inc. | 1,609 | $703,144.79 | $789,230.59 | - | $86,085.8 | 12.24% | +0.582% |
| AMX América Móvil, S.A.B. de C.V. | 11,874 | $205,657.68 | $288,419.46 | - | $82,761.78 | 40.24% | +6.07% |
| AMZN Amazon.com Inc | 25,101 | $3.23M | $6.59M | - | $3.35M | 103.61% | -0.099% |
| APD Air Products and Chemicals, Inc. | 1,569 | $444,654.6 | $474,873.54 | - | $30,218.94 | 6.8% | +0.026% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for J. W. Coons Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Zurn Elkay Water Solutions Corporation - $19.16M, Berkshire Hathaway Inc - $13.94M, Apple Inc - $4.12M, UnitedHealth Group Incorporated - $1.95M, and Merck & Co., Inc - $1.76M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nike, Inc. - Class B - $2.48M, Intel Corporation - $1.24M, The Walt Disney Company - $1.17M, PayPal Holdings Inc - $1M, and Meta Platforms Inc Class A - $730,018.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does J. W. Coons Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.06M earned over time. The largest contributors to dividend income include Zurn Elkay Water Solutions Corporation - $1.3M, JPMorgan Ultra-Short Income ETF - $1.14M, SPDR Blackstone Senior Loan ETF - $1.08M, Merck & Co., Inc - $748,072.22, and Exxon Mobil Corporation - $656,232.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are J. W. Coons Advisors LLC's monthly returns?
J. W. Coons Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can J. W. Coons Advisors LLC's strategy be considered aggressive or moderate?
J. W. Coons Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow J. W. Coons Advisors LLC's strategy?
J. W. Coons Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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