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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Increased 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
   (CAT)1 Year Chart         CAT Caterpillar Inc 10 - $338.52 $14,119,000 38,531 3.14% 13,851,000 37,625 0.007    Farm & Construction M...
   (AAPL)1 Year Chart         AAPL Apple Inc 32 - $192.25 $4,981,000 29,048 1.11% 4,467,000 26,380 0    Personal Computers
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 56 - $70.09 $722,000 10,000 0.16% 722,000 10,000 0.004    Closed - End Fund - E...
   (PFE)1 Year Chart         PFE Pfizer Inc 68 - $28.66 $416,000 14,988 0.09% 20,000 1,237 0    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 89 - $60.24 $213,000 3,537 0.05% -2,000 2,176 0    Discount, Variety Stores

      5 Records Found
  1    
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