Jrm Investment Counsel, LLC Portfolio Holdings by Sector
Jrm Investment Counsel, LLC
- $293 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$119 Million
47.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
VEA AVUS AVEM AVUV AVDV SPDW IEFA VIG 8 stocks |
$104 Million
41.33% of portfolio
|
  2  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD PAGP TRP 3 stocks |
$21.1 Million
8.42% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX 1 stocks |
$3.21 Million
1.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.7 Million
1.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$298,371
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$233,619
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|