Jrm Investment Counsel, LLC Portfolio Holdings by Sector
Jrm Investment Counsel, LLC
- $290 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
AVUS VEA AVEM AVUV AVDV SPDW IEFA VIG 9 stocks |
$117 Million
47.76% of portfolio
|
- |
9
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$103 Million
41.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD TRP 2 stocks |
$14.7 Million
6.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX 1 stocks |
$6.5 Million
2.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.53 Million
1.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$257,681
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$253,874
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|