Coulter & Justus Financial Services, LLC New Holdings in Q1 2024

Coulter & Justus Financial Services, LLC

  • $450 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10K
New
$65.84 - $72.19 $658K - $722K
10K $721K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.5K
New
$190.17 - $207.9 $666K - $728K
3.5K $720K
JNK
Spdr Bloomberg High Yield Bond

ETFs
7.56K
New
$93.76 - $95.35 $709K - $721K
7.56K $719K
HD
Home Depot, Inc.

Consumer Cyclical
1.77K
New
$338.26 - $395.2 $600K - $701K
1.77K $680K
XLV
Select Sector Spdr Fund Health

ETFs
4.57K
New
$138.48 - $147.86 $632K - $675K
4.57K $674K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.44K
New
$396.28 - $446.38 $571K - $644K
1.44K $640K
SAN
Banco Santander, S.A.

Financial Services
115K
New
$3.86 - $4.84 $444K - $557K
115K $556K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
46.3K
New
$8.75 - $11.85 $405K - $549K
46.3K $548K
HYG
Ishares Tr

ETFs
7K
New
$76.57 - $77.9 $536K - $545K
7K $543K
NVDA
Nvidia Corp

Technology
572
New
$475.69 - $950.02 $272K - $543K
572 $516K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.09K
New
$372.72 - $397.76 $407K - $434K
1.09K $434K
ORCL
Oracle Corp

Technology
3.15K
New
$102.46 - $129.24 $323K - $407K
3.15K $395K
ACM
Aecom

Industrials
4K
New
$87.33 - $98.4 $349K - $394K
4K $392K
AMD
Advanced Micro Devices Inc

Technology
2K
New
$135.32 - $211.38 $271K - $423K
2K $360K
SCHW
Schwab Charles Corp

Financial Services
4.75K
New
$61.89 - $72.38 $294K - $344K
4.75K $343K
AZN
Astrazeneca PLC

Healthcare
5.01K
New
$61.03 - $69.57 $306K - $348K
5.01K $339K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.87K
New
$161.84 - $179.11 $302K - $335K
1.87K $334K
MA
Mastercard Inc

Financial Services
688
New
$418.77 - $488.64 $288K - $336K
688 $331K
IEMG
Ishares Inc

ETFs
6.14K
New
$47.6 - $51.96 $292K - $319K
6.14K $316K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.07K
New
$96.75 - $99.37 $297K - $305K
3.07K $301K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.65K
New
$56.98 - $284.98 $265K - $1.33M
4.65K $282K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6K
New
$39.85 - $43.04 $239K - $258K
6K $258K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.95K
New
$50.05 - $51.32 $248K - $254K
4.95K $251K
ZTS
Zoetis Inc.

Healthcare
1.44K
New
$165.67 - $199.94 $238K - $288K
1.44K $243K
CDW
Cdw Corp

Technology
915
New
$214.04 - $257.87 $196K - $236K
915 $234K
BNTX
Bio N Tech Se

Healthcare
2.5K
New
$88.96 - $112.35 $222K - $281K
2.5K $230K
BP
Bp PLC

Energy
6.1K
New
$33.85 - $38.26 $207K - $234K
6.1K $229K
ADP
Automatic Data Processing Inc

Industrials
866
New
$232.51 - $255.87 $201K - $222K
866 $216K
BNDX
Vanguard Total International B

ETFs
4.39K
New
$48.47 - $49.33 $213K - $216K
4.39K $215K
ABT
Abbott Laboratories

Healthcare
1.83K
New
$109.52 - $120.96 $201K - $222K
1.83K $208K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.37K
New
$54.61 - $61.05 $184K - $205K
3.37K $205K
IVV
Ishares Core S&P 500 ETF

ETFs
388
New
$469.56 - $525.73 $182K - $204K
388 $203K
XLI
Industrial Sector Spdr

ETFs
1.59K
New
$110.23 - $125.96 $175K - $200K
1.59K $200K
ILCG
Ishares Morningstar Growth ETF
5.17K
New
N/A
5.17K $0
Activity Summary
Buys All Purchases 89 New Holdings 85 Increased Positions 4 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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