# EDGAR Filing Document

**Accession Number:** 0001841767
**File Stem:** 0001841767-23-000001
**Filing Date:** 2023-2
**Character Count:** 8708
**Document Hash:** 1a8a039f45310520fb5c4ec46e3822a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001841767-23-000001.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001841767-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Coulter & Justus Financial Services, LLC
- **CENTRAL INDEX KEY:** 0001841767
- **IRS NUMBER:** 621818486
- **STATE OF INCORPORATION:** TN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21630
- **FILM NUMBER:** 23609616

**BUSINESS ADDRESS:**
- **STREET 1:** 9717 COGDILL ROAD
- **STREET 2:** SUITE 202
- **CITY:** KNOXVILLE
- **STATE:** TN
- **ZIP:** 378932
- **BUSINESS PHONE:** 8654810385

**MAIL ADDRESS:**
- **STREET 1:** 9717 COGDILL ROAD
- **STREET 2:** SUITE 202
- **CITY:** KNOXVILLE
- **STATE:** TN
- **ZIP:** 378932

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Coulter  Justus Financial Services LLC<br>**Address:** 9717 COGDILL ROAD<br>SUITE 202<br>KNOXVILLE, TN 378932

**Form 13F File Number:** 028-21630

**CRD Number (if applicable):** 000133293

**SEC File Number (if applicable):** 801-63783

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jenny Huskey<br>**Title:** Chief Compliance Officer<br>**Phone:** 865.481.0385

**Signature, Place, and Date of Signing:**

Jenny Huskey  Knoxville, TN  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $147212057

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 1848392 | 20983 | SH |  | SOLE |  | 20983 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 203253 | 4447 | SH |  | SOLE |  | 4447 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 420224 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 344625 | 2652 | SH |  | SOLE |  | 2652 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 468711 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 15216930 | 49262 | SH |  | SOLE |  | 49262 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 217041 | 906 | SH |  | SOLE |  | 906 | 0 | 0 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 1690039 | 13396 | SH |  | SOLE |  | 13396 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 345393 | 1924 | SH |  | SOLE |  | 1924 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 |  | 4092150 | 224967 | SH |  | SOLE |  | 224967 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1330218 | 12060 | SH |  | SOLE |  | 12060 | 0 | 0 |
| GLOBAL X FDS | RATE PREFERRED | 37954Y376 |  | 816210 | 36276 | SH |  | SOLE |  | 36276 | 0 | 0 |
| GOLD RESOURCE CORP | COM | 38068T105 |  | 214200 | 140000 | SH |  | SOLE |  | 140000 | 0 | 0 |
| GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 |  | 8402353 | 465504 | SH |  | SOLE |  | 465504 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 |  | 313546 | 14945 | SH |  | SOLE |  | 14945 | 0 | 0 |
| ISHARES INC | MSCI EMERG MKT | 46434G889 |  | 1309669 | 31912 | SH |  | SOLE |  | 31912 | 0 | 0 |
| ISHARES TR | MSCI INTL SML CP | 46434V266 |  | 4625700 | 154190 | SH |  | SOLE |  | 154190 | 0 | 0 |
| ISHARES TR | MSCI GBL MULTIFC | 46434V316 |  | 2662761 | 83843 | SH |  | SOLE |  | 83843 | 0 | 0 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 10158516 | 412934 | SH |  | SOLE |  | 412934 | 0 | 0 |
| ISHARES TR | MSCI USA SML CP | 46434V290 |  | 521529 | 10502 | SH |  | SOLE |  | 10502 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 268811 | 4089 | SH |  | SOLE |  | 4089 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1572156 | 28852 | SH |  | SOLE |  | 28852 | 0 | 0 |
| MEDICAL PPTYS TRUST INC | COM | 58463J304 |  | 299062 | 26846 | SH |  | SOLE |  | 26846 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 6062474 | 25279 | SH |  | SOLE |  | 25279 | 0 | 0 |
| NEW YORK CMNTY BANCORP INC | COM | 649445103 |  | 246685 | 28684 | SH |  | SOLE |  | 28684 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 254923 | 2810 | SH |  | SOLE |  | 2810 | 0 | 0 |
| NUTRIEN LTD | COM | 67077M108 |  | 270211 | 3700 | SH |  | SOLE |  | 3700 | 0 | 0 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 |  | 1195566 | 37667 | SH |  | SOLE |  | 37667 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 7182440 | 155296 | SH |  | SOLE |  | 155296 | 0 | 0 |
| PACER FDS TR | PACER US SMALL | 69374H857 |  | 7907203 | 219950 | SH |  | SOLE |  | 219950 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 265321 | 5178 | SH |  | SOLE |  | 5178 | 0 | 0 |
| RLJ LODGING TR | CUM CONF PFD SER A | 74965L200 |  | 4455706 | 187293 | SH |  | SOLE |  | 187293 | 0 | 0 |
| SABRA HEALTH CARE REIT INC | COM | 78573L106 |  | 290004 | 23331 | SH |  | SOLE |  | 23331 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 2349776 | 41260 | SH |  | SOLE |  | 41260 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 365574 | 2155 | SH |  | SOLE |  | 2155 | 0 | 0 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 |  | 16733498 | 569554 | SH |  | SOLE |  | 569554 | 0 | 0 |
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 |  | 14412932 | 498890 | SH |  | SOLE |  | 498890 | 0 | 0 |
| TPG RE FIN TR INC | COM | 87266M107 |  | 2278412 | 335554 | SH |  | SOLE |  | 335554 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 425204 | 802 | SH |  | SOLE |  | 802 | 0 | 0 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 5607270 | 86385 | SH |  | SOLE |  | 86385 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 2816226 | 57474 | SH |  | SOLE |  | 57474 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 333039 | 4424 | SH |  | SOLE |  | 4424 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 450903 | 5997 | SH |  | SOLE |  | 5997 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 2866522 | 76727 | SH |  | SOLE |  | 76727 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 854122 | 90097 | SH |  | SOLE |  | 90097 | 0 | 0 |
| WISDOMTREE TR | INTL QULTY DIV | 97717X131 |  | 5252090 | 171581 | SH |  | SOLE |  | 171581 | 0 | 0 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 2670749 | 64919 | SH |  | SOLE |  | 64919 | 0 | 0 |
| WISDOMTREE TR | INTL SMCAP DIV | 97717W760 |  | 4044323 | 69778 | SH |  | SOLE |  | 69778 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 279395 | 4510 | SH |  | SOLE |  | 4510 | 0 | 0 |

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