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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Jrm Investment Counsel, LLC Portfolio

Follow Jrm Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jrm Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jrm Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email