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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 : 4     View All Holdings Currently Viewing:  Decreased 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
   (MSFT)1 Year Chart         MSFT Microsoft Corp 29 - $424.52 $6,443,000 15,314 1.43% -2,932,000 -9,616 0    Application Software
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 53 - $113.97 $765,000 6,583 0.17% -275,000 -3,818 0    Integrated Oil & Gas
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 54 - $411.08 $754,000 1,792 0.17% -16,322,000 -46,085 0    Property & Casualty I...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 82 - $837.29 $246,000 316 0.05% -104,000 -285 0    Drug Manufacturers - ...

      4 Records Found
  1    
Page 1 of 1
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