JRM Investment Counsel

JRM Investment Counsel as of Dec. 31, 2024

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