Jrm Investment Counsel, LLC Top Holdings and 13F Report (2025) About Jrm Investment Counsel, LLCInvestment ActivityJrm Investment Counsel, LLC has $293.37 million in total holdings as of March 31, 2025.Jrm Investment Counsel, LLC owns shares of 20 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 5.19% of the portfolio was sold this quarter.This quarter, Jrm Investment Counsel, LLC has purchased 20 new stocks and bought additional shares in 5 stocks.Jrm Investment Counsel, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $101,888,412Avantis U.S. Large Cap Value ETF $30,961,401Vanguard FTSE Developed Markets ETF $30,059,795Avantis U.S. Equity ETF $28,288,874Berkshire Hathaway $17,565,715 Largest New Holdings this Quarter 72651A207 - Plains GP $3,503,040 Holding Largest Purchases this Quarter Plains GP 164,000 shares (about $3.50M)Vanguard FTSE Developed Markets ETF 57,769 shares (about $2.94M)Avantis U.S. Large Cap Value ETF 24,259 shares (about $1.58M)iShares Core MSCI EAFE ETF 8,817 shares (about $667.02K)Enterprise Products Partners 10,804 shares (about $368.85K) Largest Sales this Quarter Avantis U.S. Equity ETF 65,050 shares (about $6.01M)BANK AMERICA CORP 2,372 shares (about $2.93M)Avantis U.S. Small Cap Value ETF 19,616 shares (about $1.71M)Blackstone 12,229 shares (about $1.71M)Avantis Emerging Markets Equity ETF 16,020 shares (about $963.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJrm Investment Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$101,888,412$115,037 ▼-0.1%191,31134.7%FinanceAVLVAvantis U.S. Large Cap Value ETF$30,961,401$1,581,930 ▲5.4%474,79510.6%ETFVEAVanguard FTSE Developed Markets ETF$30,059,795$2,936,398 ▲10.8%591,37910.2%ETFAVUSAvantis U.S. Equity ETF$28,288,874$6,009,318 ▼-17.5%306,2239.6%ETFBRK.ABerkshire Hathaway$17,565,7150.0%226.0%FinanceEPDEnterprise Products Partners$16,318,342$368,849 ▲2.3%477,9835.6%EnergyAVEMAvantis Emerging Markets Equity ETF$15,311,801$963,922 ▼-5.9%254,4765.2%ETFAVUVAvantis U.S. Small Cap Value ETF$13,758,309$1,709,928 ▼-11.1%157,8334.7%ETFAVDVAvantis International Small Cap Value ETF$9,595,585$149,662 ▼-1.5%137,5913.3%ETFWFC.PLWells Fargo & Co. Pfd. Series L$8,194,036$45,629 ▼-0.6%6,8242.8%FinanceBANK AMERICA CORP$3,673,750$2,928,137 ▼-44.4%2,9761.3%7.25%CNV PFD LPAGPPlains GP$3,503,040$3,503,040 ▲New Holding164,0001.2%EnergySPDWSPDR Portfolio Developed World ex-US ETF$3,266,828$691,793 ▼-17.5%89,7231.1%ETFBXBlackstone$3,213,768$1,709,341 ▼-34.7%22,9921.1%FinanceAAPLApple$2,696,989$647,979 ▼-19.4%12,1410.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$2,388,686$667,016 ▲38.7%31,5750.8%ETFTRPTC Energy$1,274,6700.0%27,0000.4%EnergyVIGVanguard Dividend Appreciation ETF$875,532$42,680 ▼-4.6%4,5130.3%ETFUNPUnion Pacific$298,371$47,957 ▲19.2%1,2630.1%TransportationVTIVanguard Total Stock Market ETF$233,619$16,491 ▼-6.6%8500.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$0$200,057 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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