Coulter & Justus Financial Services, LLC Portfolio Holdings
Coulter & Justus Financial Services, LLC
- $450 Million
- Q1 2024
Coulter & Justus Financial Services, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $450 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $25.1M, Alphabet Inc. with a value of $24.5M, American Express CO with a value of $22.6M, Stryker Corp with a value of $21.3M, and Amphenol Corp with a value of $19.2M.
Examining the 13F form we can see an increase of $308M in the current position value, from $142M to 450M.
Below you can find more details about Coulter & Justus Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$450 Million
Healthcare: $69.8 Million
Technology: $67.3 Million
ETFs: $63.2 Million
Financial Services: $60 Million
Consumer Cyclical: $51.4 Million
Industrials: $46.6 Million
Communication Services: $37.8 Million
Basic Materials: $24.8 Million
Other: $29 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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