Coulter & Justus Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Knoxville, TN
CIK
0001841767
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 94 450,287 JPM, GOOG, AXP, SYK 13F-HR 5/3/2024 000201127424000003
Q4 2023 42 147,558 BRK-B, COWZ, INTF, SPSB 13F-HR 2/6/2024 000184176724000001
Q3 2023 41 137,508 BRK-B, SPSB, INTF, COWZ 13F-HR 11/3/2023 000184176723000004
Q2 2023 43 147,383 BRK-B, SPSB, INTF, ISCF 13F-HR 7/31/2023 000147817923000004
Q1 2023 49 153,300 SPSB, SPTS, BRK-B, INTF 13F-HR 5/5/2023 000184176723000002
Q4 2022 49 147,212 SPSB, BRK-B, SPTS, INTF 13F-HR 2/10/2023 000184176723000001
Q3 2022 46 128,556 SPSB, BRK-B, BAR, INTF 13F-HR 11/1/2022 000184176722000004
Q2 2022 47 124,351 SPSB, BRK-B, BAR, MOAT 13F-HR 7/29/2022 000176229422000006
Q1 2022 13 284,647 SCHB, AGG, SCHF, SPY 13F-HR 5/6/2022 000184176722000002
Q4 2021 50 127,302 BRK-B, SPSB, BAR, MOAT 13F-HR 2/7/2022 000184176722000001