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

Latest 13F report
Q1 2024 - May 3, 2024
Value $
$450M
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 $450M 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 Date Filed
Q1 2024 93 $450M +$441M -$142M +$298M JPM, GOOG, AXP, SYK, APH 13F-HR 5/3/2024, 01:03 PM
Q4 2023 42 $148M +$6.64M -$6.55M +$89.4K BRKB, COWZ, INTF, SPSB, ISCF 13F-HR 2/6/2024, 11:16 AM
Q3 2023 46 $138M +$12M -$20M -$7.96M BRKB, SPSB, INTF, COWZ, ISCF 13F-HR 11/3/2023, 02:49 PM
Q2 2023 43 $147M +$8.24M -$12.5M -$4.27M BRKB, SPSB, INTF, ISCF, SPTS 13F-HR 7/31/2023, 01:13 PM
Q1 2023 49 $153M +$16.1M -$11.5M +$4.55M SPSB, SPTS, BRKB, INTF, ISCF 13F-HR 5/5/2023, 02:30 PM
Q4 2022 49 $147M +$26M -$15.8M +$10.2M SPSB, BRKB, SPTS, INTF, BAR 13F-HR 2/10/2023, 10:46 AM
Q3 2022 46 $129M +$24.7M -$4.67M +$20.1M SPSB, BRKB, BAR, INTF, CALF 13F-HR 11/1/2022, 02:06 PM
Q2 2022 46 $124M +$124M -$186K +$123M SPSB, BRKB, BAR, MOAT, INTF 13F-HR 7/29/2022, 12:42 PM
Q1 2022 13 $285M +$284M +$284M SCHB, AGG, SCHF, SPY, IJR 13F-HR 5/6/2022, 02:44 PM
Q4 2021 49 $124M BRKB, SPSB, BAR, MOAT, MSFT 13F-HR 2/7/2022, 01:49 PM