Jrm Investment Counsel, LLC Portfolio Holdings

Jrm Investment Counsel, LLC

  • $283 Billion
  • Q4 2024

Jrm Investment Counsel, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $283 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $86.8B, American Centy ETF Tr Avantis with a value of $36B, American Centy ETF Tr Avantis with a value of $30.1B, Vanguard Ftse Developed Market with a value of $25.5B, and American Centy ETF Tr Avantis with a value of $17.1B.

Examining the 13F form we can see an decrease of $7.45B in the current position value, from $290B to 283B.

Below you can find more details about Jrm Investment Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $110 Billion
Financial Services: $108 Billion
Energy: $15.9 Billion
Technology: $3.77 Billion
Industrials: $242 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36 Billion 12.72% of portfolio
371,273
Q4 2024 Reduced 10.47%
$0
$30.1 Billion 10.63% of portfolio
450,536
Q4 2024 Added 7.81%
$0
$25.5 Billion 9.02% of portfolio
533,610
Q4 2024 Reduced 3.0%
$0
$17.1 Billion 6.05% of portfolio
177,449
Q4 2024 Added 9.84%
$0
$15.9 Billion 5.62% of portfolio
270,496
Q4 2024 Added 6.38%
$0
$9.09 Billion 3.21% of portfolio
139,737
Q4 2024 Added 2.27%
$0
$3.71 Billion 1.31% of portfolio
108,723
Q4 2024 Reduced 0.57%
$0
$1.6 Billion 0.57% of portfolio
22,758
Q4 2024 Added 0.1%
$0
$927 Million 0.33% of portfolio
4,733
Q4 2024 Reduced 4.6%
$0
$264 Million 0.09% of portfolio
910
Q1 2024 New
$0
$200 Million 0.07% of portfolio
3,964
Q4 2024 Reduced 12.51%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $283 Billion
  • Prior Value $290 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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