13F Filings History of Coulter & Justus Financial Services, LLC

Latest 13F report
Q1 2024 - 03 May 2024
Value $
$450,287,538
Signature - Title
Jenny Huskey - Chief Compliance Officer
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by Coulter & Justus Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coulter & Justus Financial Services, LLC reported 93 stock holdings with total value $450,287,538 as of Q1 2024. Top holdings included JPM, GOOG, AXP, SYK, and APH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 93 $450,287,538 +$440,827,041 -$142,416,896 +$298,410,145 JPM, GOOG, AXP, SYK, APH 13F-HR 03 May 2024, 13:03
Q4 2023 42 $147,558,725 +$6,639,001 -$6,549,618 +$89,383 BRKB, COWZ, INTF, SPSB, ISCF 13F-HR 06 Feb 2024, 11:16
Q3 2023 41 $137,508,288 +$12,036,254 -$19,997,827 -$7,961,573 BRKB, SPSB, INTF, COWZ, ISCF 13F-HR 03 Nov 2023, 14:49
Q2 2023 43 $147,383,612 +$8,235,787 -$17,060,089 -$8,824,302 BRKB, SPSB, INTF, ISCF, SPTS 13F-HR 31 Jul 2023, 13:13
Q1 2023 49 $153,300,575 +$16,079,152 -$16,513,248 -$434,096 SPSB, SPTS, BRKB, INTF, ISCF 13F-HR 05 May 2023, 14:30
Q4 2022 49 $147,212,057 +$25,975,218 -$17,633,797 +$8,341,421 SPSB, BRKB, SPTS, INTF, BAR 13F-HR 10 Feb 2023, 11:46
Q3 2022 46 $128,556,000 +$24,728,483 -$11,665,573 +$13,062,910 SPSB, BRKB, BAR, INTF, CALF 13F-HR 01 Nov 2022, 14:06
Q2 2022 47 $124,351,000 +$123,990,000 -$284,133,371 -$160,143,371 SPSB, BRKB, BAR, MOAT, INTF 13F-HR 29 Jul 2022, 12:42
Q1 2022 13 $284,647,000 +$284,129,115 -$126,775,000 +$157,354,115 SCHB, AGG, SCHF, SPY, IJR 13F-HR 06 May 2022, 14:44
Q4 2021 50 $127,302,000 $0 $0 $0 BRKB, SPSB, BAR, MOAT, MSFT 13F-HR 07 Feb 2022, 14:49