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  Name: Coulter & Justus Financial Services LLC
  City: OAK RIDGE
  State: TN
  Zip: 37830
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $450,287,000
  Total Value Change : $302,727,000
  Securities Held Change : 51
   
All Securities Held : 93
  New Positions : 84
  Closed Positions : 34
  Increased Positions : 5
  Unchanged Positions : 0
  Decreased Positions : 4

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Holdings Found : 34     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 106 Closed $29.69 $0 0 0% -13,664,000 -458,842 0    Closed - End Fund - Debt
   (CVX)1 Year Chart         CVX Chevron Corp 125 Closed $162.30 $0 0 0% -297,000 -1,988 0    Integrated Oil & Gas
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 112 Closed $0.00 $0 0 0% -15,732,000 -302,595 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 99 Closed $62.93 $0 0 0% -550,000 -9,339 0    Beverage Soft Drinks...
   (DON)1 Year Chart         DON Wisdom Tree Trust MidCap Di... 118 Closed $46.58 $0 0 0% -10,443,000 -228,556 0    Closed - End Fund - E...
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 105 Closed $29.48 $0 0 0% -200,000 -6,901 0    N/A
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... 124 Closed $103.85 $0 0 0% -2,184,000 -22,272 0    N/A
   (NTR)1 Year Chart         NTR Nutrien Ltd 111 Closed $58.61 $0 0 0% -208,000 -3,700 0    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 98 Closed $53.83 $0 0 0% -382,000 -7,303 0    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 117 Closed $81.38 $0 0 0% -309,000 -4,089 0    N/A
   (EZY)1 Year Chart         EZY WisdomTree LargeCap Value 104 Closed $74.28 $0 0 0% -255,000 -3,717 0    N/A
   (PFFV)1 Year Chart         PFFV Global X Variable Rate Pref... 123 Closed $0.00 $0 0 0% -453,000 -19,565 0    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 110 Closed $0.00 $0 0 0% -243,000 -3,886 0    N/A
   (SWAN)1 Year Chart         SWAN Amplify Blackswan Growth & ... 97 Closed $0.00 $0 0 0% -339,000 -12,750 0    N/A
   (RLJ)1 Year Chart         RLJ Rlj Lodging Trust 116 Closed $24.92 $0 0 0% -5,399,000 -215,547 0    REIT - Hotel/Motel
   (INTF)1 Year Chart         INTF Ishares Factorselect Msci I... 103 Closed $30.60 $0 0 0% -14,167,000 -505,413 0    N/A
   (SHEL)1 Year Chart         SHEL Shell plc 122 Closed $72.78 $0 0 0% -489,000 -7,431 0    Integrated Oil & Gas
   (MO)1 Year Chart         MO Altria Group Inc 109 Closed $46.25 $0 0 0% -206,000 -5,111 0    Cigarettes & Other To...
   (AMGN)1 Year Chart         AMGN Amgen Inc 96 Closed $305.85 $0 0 0% -461,000 -1,600 0    Biotechnology
   (ESI)1 Year Chart         ESI Element Solutions Inc 115 Closed $24.03 $0 0 0% -4,652,000 -201,032 0    N/A
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 102 Closed $16.22 $0 0 0% -1,271,000 -48,665 0    N/A
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 121 Closed $45.13 $0 0 0% -1,047,000 -24,685 0    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 108 Closed $78.34 $0 0 0% -1,149,000 -14,824 0    N/A
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 127 Closed $3.29 $0 0 0% -210,000 -20,563 0    Savings & Loans
   (TRTX)1 Year Chart         TRTX TPG RE Finance Trust Inc 95 Closed $8.58 $0 0 0% -1,715,000 -263,919 0    N/A
   (MPW)1 Year Chart         MPW Medical Properties Trust Inc 114 Closed $5.36 $0 0 0% -232,000 -47,250 0    REIT - Healthcare Fac...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 101 Closed $41.15 $0 0 0% -341,000 -9,035 0    Telecom Services - Do...
   (ACWF)1 Year Chart         ACWF Ishares Edge Msci Multifact... 120 Closed $0.00 $0 0 0% -2,962,000 -78,225 0    N/A
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 107 Closed $0.00 $0 0 0% -5,672,000 -165,523 0    N/A
   (T)1 Year Chart         T AT&T Corp 126 Closed $18.22 $0 0 0% -212,000 -12,644 0    Long Distance Carriers
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 94 Closed $0.00 $0 0 0% -12,858,000 -267,711 0    N/A
   (GORO)1 Year Chart         GORO Gold Resource Corp 113 Closed $0.47 $0 0 0% -53,000 -140,000 0    Gold
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 100 Closed $53.88 $0 0 0% -6,503,000 -76,619 0    N/A
   (ISCF)1 Year Chart         ISCF Ishares Edge Msci Multifact... 119 Closed $0.00 $0 0 0% -13,468,000 -419,165 0    N/A
      34 Records Found
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Page 1 of 1
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