The Analysis of JRM Investment Counsel, LLC's Holdings
Currently, JRM Investment Counsel, LLC holds 21 types of securities in its portfolio with a total value $345.7M. In the most recent quarter, they have increased their positions in N/A (+2.3K shares, valued at $1.2M), AVLV (+11.7K shares, valued at $887.6K), VEA (+12.2K shares, valued at $761.3K); decreased their positions in BAC-PL (-102 shares, valued at $127.8K), AAPL (-265 shares, valued at $72.0K), N/A (-430 shares, valued at $66.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS631.7K shares1.97%2025-12-312026-02-12
AVLV AMERICAN CENTY ETF TR499.1K shares2.40%2025-12-312026-02-12 AVUS AMERICAN CENTY ETF TR321.5K shares0.32%2025-12-312026-02-12 AVEM AMERICAN CENTY ETF TR316.8K shares1.58%2025-12-312026-02-12 AVDE AMERICAN CENTY ETF TR237.8K shares2.08%2025-12-312026-02-12 AVUV AMERICAN CENTY ETF TR174.9K shares0.81%2025-12-312026-02-12 EPD ENTERPRISE PRODS PARTNERS L541.2K shares1.36%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL22 shares0.00%2025-12-312026-02-12 AVDV AMERICAN CENTY ETF TR156.6K shares1.85%2025-12-312026-02-12 PAGP PLAINS GP HLDGS L P229.0K shares0.00%2025-12-312026-02-12 SPDW SPDR INDEX SHS FDS90.1K shares1.34%2025-12-312026-02-12 CG CARLYLE GROUP INC54.9K shares1.26%2025-12-312026-02-12 WFC-PL WELLS FARGO CO NEW1.9K shares-2.06%2025-12-312026-02-12 AAPL APPLE INC6.5K shares-3.89%2025-12-312026-02-12 IEFA ISHARES TR16.6K shares1.11%2025-12-312026-02-12 TRP TC ENERGY CORP27.0K shares0.00%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS4.4K shares3.32%2025-12-312026-02-12 BAC-PL BANK AMERICA CORP467 shares-17.93%2025-12-312026-02-12 UNP UNION PAC CORP1.3K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available