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JRM Investment Counsel

Latest statistics and disclosures from JRM Investment Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, AVUS, AVLV, VEA, AVUV, and represent 69.11% of JRM Investment Counsel's stock portfolio.
Added to shares of these 9 stocks: AVLV, AVUV, AVEM, BRK.B, AVDV, EPD, WFC.PL, UNP, IEFA.
Reduced shares in these 8 stocks: AVUS, BAC.PL, BX, VEA, VIG, TFLO, SPDW, AAPL.
JRM Investment Counsel was a net seller of stock by $-2.7M.
JRM Investment Counsel has $283M in assets under management (AUM), dropping by -2.57%.
Central Index Key (CIK): 0001631084

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Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	30.7	$87M		192k	453.28	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	12.7	$36M	-10%	371k	96.93	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.6	$30M	+7%	451k	66.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.0	$26M	-3%	534k	47.82	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.1	$17M	+9%	177k	96.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.6	$16M	+6%	271k	58.79	View chart
Berkshire Hathaway Inc Del Cl A New (BRK.A)	5.3	$15M		22.00	680920.00	View chart
Enterprise Products Partners (EPD)	5.2	$15M		467k	31.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.2	$9.1M	+2%	140k	65.08	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	2.9	$8.2M		6.9k	1194.23	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	2.3	$6.5M	-22%	5.3k	1219.35	View chart
Blackstone Group Inc Com Cl A (BX)	2.1	$6.1M	-17%	35k	172.42	View chart
Apple (AAPL)	1.3	$3.8M		15k	250.43	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$3.7M		109k	34.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$1.6M		23k	70.28	View chart
Tc Energy Corp (TRP)	0.4	$1.3M		27k	46.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$927k	-4%	4.7k	195.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$264k		910.00	289.82	View chart
Union Pacific Corporation (UNP)	0.1	$242k	+2%	1.1k	228.04	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$200k	-12%	4.0k	50.47	View chart

Past Filings by JRM Investment Counsel

SEC 13F filings are viewable for JRM Investment Counsel going back to 2014

JRM Investment Counsel 2024 Q4 filed Feb. 14, 2025
JRM Investment Counsel 2024 Q3 filed Nov. 14, 2024
JRM Investment Counsel 2024 Q2 filed Aug. 12, 2024
JRM Investment Counsel 2024 Q1 filed May 14, 2024
JRM Investment Counsel 2023 Q3 amended filed March 6, 2024
JRM Investment Counsel 2023 Q4 amended filed March 5, 2024
JRM Investment Counsel 2023 Q3 filed Nov. 8, 2023
JRM Investment Counsel 2023 Q2 filed Aug. 8, 2023
JRM Investment Counsel 2023 Q1 filed May 12, 2023
JRM Investment Counsel 2022 Q4 filed Feb. 9, 2023
JRM Investment Counsel 2022 Q3 filed Nov. 8, 2022
JRM Investment Counsel 2022 Q2 filed Aug. 5, 2022
JRM Investment Counsel 2022 Q1 filed May 12, 2022
JRM Investment Counsel 2021 Q4 filed Feb. 9, 2022
JRM Investment Counsel 2021 Q3 filed Nov. 1, 2021
JRM Investment Counsel 2021 Q2 filed Aug. 13, 2021

View all past filings

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