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 $334.1M. In the most recent quarter, they have increased their positions in CG (+54.2K shares, valued at $3.4M), AVUV (+12.8K shares, valued at $1.3M), AVEM (+12.6K shares, valued at $944.3K); decreased their positions in BX (-4.6K shares, valued at $793.0K), AVUS (-4.2K shares, valued at $452.4K), WFC-PL (-210 shares, valued at $259.2K); initiated new positions in CG (+54.2K shares, valued at $3.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL198.8K shares0.02%2025-09-302025-11-12

VEA VANGUARD TAX-MANAGED FDS619.5K shares-0.60%2025-09-302025-11-12

AVLV AMERICAN CENTY ETF TR487.4K shares0.44%2025-09-302025-11-12

AVUS AMERICAN CENTY ETF TR320.5K shares-1.28%2025-09-302025-11-12

AVEM AMERICAN CENTY ETF TR311.8K shares4.20%2025-09-302025-11-12

AVDE AMERICAN CENTY ETF TR232.9K shares4.92%2025-09-302025-11-12

AVUV AMERICAN CENTY ETF TR173.5K shares7.97%2025-09-302025-11-12

EPD ENTERPRISE PRODS PARTNERS L533.9K shares2.09%2025-09-302025-11-12

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL22 shares0.00%2025-09-302025-11-12

AVDV AMERICAN CENTY ETF TR153.7K shares5.62%2025-09-302025-11-12

PAGP PLAINS GP HLDGS L P229.0K shares4.57%2025-09-302025-11-12

SPDW SPDR INDEX SHS FDS88.9K shares-2.13%2025-09-302025-11-12

CG CARLYLE GROUP INC54.2K sharesnew addition2025-09-302025-11-12

WFC-PL WELLS FARGO CO NEW1.9K shares-10.00%2025-09-302025-11-12

AAPL APPLE INC6.8K shares-2.08%2025-09-302025-11-12

TRP TC ENERGY CORP27.0K shares0.00%2025-09-302025-11-12