Ervin Investment Management

Ervin Investment Management as of Dec. 31, 2023

Portfolio Holdings for Ervin Investment Management

Ervin Investment Management holds 35 positions in its portfolio as reported in the December 2023 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) 25.9 $34M 95k 356.66
Microsoft Corporation (MSFT) 11.9 $16M 41k 376.04
Apple (AAPL) 9.8 $13M 67k 192.53
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.4 $9.7M 166k 58.45
Brookfield Corp Cl A Ltd Vt Sh (BN) 5.1 $6.7M 166k 40.12
Loews Corporation (L) 5.1 $6.6M 95k 69.59
Alphabet Cap Stk Cl A (GOOGL) 4.3 $5.7M 41k 139.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.2 $4.2M 23k 179.97
Jefferies Finl Group (JEF) 3.0 $4.0M 98k 40.41
Markel Corporation (MKL) 2.9 $3.7M 2.6k 1420.08
General Motors Company (GM) 2.1 $2.8M 77k 35.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.1 $2.7M 81k 34.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $2.6M 74k 35.41
Pioneer Natural Resources (PXD) 2.0 $2.6M 11k 224.88
Alphabet Cap Stk Cl C (GOOG) 1.4 $1.9M 13k 140.93
Yum! Brands (YUM) 1.1 $1.5M 11k 130.66
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.4M 2.9k 477.65
Oracle Corporation (ORCL) 1.0 $1.4M 13k 105.92
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 1.0 $1.3M 68k 19.74
Brookfield Renewable Partner Partnership Unit (BEP) 0.9 $1.2M 44k 26.28
Diageo Spon Adr New (DEO) 0.8 $1.1M 7.3k 145.66
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $963k 11k 85.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $856k 15k 57.96
American Express Company (AXP) 0.6 $840k 4.5k 187.35
Philip Morris International (PM) 0.6 $772k 8.2k 94.08
Nextera Energy Partners Com Unit Part In (NEP) 0.6 $751k 25k 30.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $683k 2.9k 237.22
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $543k 1.00 542625.00
Amazon (AMZN) 0.3 $436k 2.9k 151.94
General Electric Com New (GE) 0.3 $429k 3.4k 127.63
Boeing Company (BA) 0.3 $373k 1.4k 260.66
Yum China Holdings (YUMC) 0.3 $360k 8.5k 42.43
Cnx Resources Corporation (CNX) 0.2 $278k 14k 20.00
Vitesse Energy Common Stock (VTS) 0.2 $248k 11k 21.89
Altria (MO) 0.2 $230k 5.7k 40.34