| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 8 | Q3 2023 | 0.4% |
| SPDR SER TR | 7 | Q3 2023 | 19.0% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q3 2023 | 12.4% |
| ISHARES TRUST INTERNATIONAL EQUITY FACTOR | 7 | Q3 2023 | 9.7% |
| PACER FDS TR PACER US SMALL ETF | 7 | Q3 2023 | 8.0% |
| MICROSOFT CORP COM | 7 | Q3 2023 | 6.7% |
| VANECK ETF TRUST | 7 | Q3 2023 | 7.2% |
| PACER FDS TR US CASH COWS 100 ETF | 7 | Q3 2023 | 9.3% |
| ISHARES TRUST MSCI INTL SMALL CAP MULTIFA | 7 | Q3 2023 | 9.0% |
| ELEMENT SOLUTIONS INC COM | 7 | Q3 2023 | 4.3% |
View Coulter & Justus Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-07 |
View Coulter & Justus Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.