JRM Investment Counsel

JRM Investment Counsel as of March 31, 2025

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 20 positions in its portfolio as reported in the March 2025 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) 34.7 $102M 191k 532.58
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.6 $31M 475k 65.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $30M 591k 50.83
American Centy Etf Tr Us Eqt Etf (AVUS) 9.6 $28M 306k 92.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.0 $18M 22.00 798441.59
Enterprise Products Partners (EPD) 5.6 $16M 478k 34.14
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.2 $15M 255k 60.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.7 $14M 158k 87.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.3 $9.6M 138k 69.74
Wells Fargo Perp Pfd Cnv A (WFC.PL) 2.8 $8.2M 6.8k 1200.77
Bank America Corp 7.25%CNV PFD L (BAC.PL) 1.3 $3.7M 3.0k 1234.46
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 1.2 $3.5M 164k 21.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $3.3M 90k 36.41
Blackstone Group Inc Com Cl A (BX) 1.1 $3.2M 23k 139.78
Apple (AAPL) 0.9 $2.7M 12k 222.14
Ishares Tr Core Msci Eafe (IEFA) 0.8 $2.4M 32k 75.65
Tc Energy Corp (TRP) 0.4 $1.3M 27k 47.21
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $876k 4.5k 194.00
Union Pacific Corporation (UNP) 0.1 $298k 1.3k 236.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $234k 850.00 274.85