Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COULTER & JUSTUS FINANCIAL SERVICES LLC | 02-06-2024 | 12-31-2023 | 42 | 147,558,725 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $17,075,658 | 47,877 | 0.01 | 0.01 | -993 | -2.03 | 12-31-2023 |
| PACER FDS TR | US CASH COWS 100 | 2 | $15,731,929 | 302,595 | 0.01 | 0.01 | 43,956 | 17.00 | 12-31-2023 |
| ISHARES TR | INTL EQTY FACTOR | 3 | $14,166,733 | 505,413 | 0.01 | 0.01 | -10,067 | -1.95 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO SHORT | 4 | $13,664,312 | 458,842 | 0.01 | 0.01 | -6,726 | -1.44 | 12-31-2023 |
