$150 Million is the total value of JRM Investment Counsel, LLC's 33 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSM | Exit | SPDR SER TRportfolio sm etf | $0 | – | -14,402 | -100.0% | -0.36% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -13,834 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L | 39 | Q2 2024 | 9.9% |
| BLACKSTONE MTG TR INC | 36 | Q3 2023 | 9.9% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 11.3% |
| WELLS FARGO CO NEW | 35 | Q2 2024 | 8.4% |
| BERKSHIRE HATHAWAY INC DEL | 33 | Q2 2024 | 33.2% |
| VANGUARD TAX-MANAGED INTL FD | 33 | Q2 2024 | 10.6% |
| BERKSHIRE HATHAWAY INC DEL | 33 | Q2 2024 | 5.7% |
| APPLE INC | 33 | Q2 2024 | 7.7% |
| VANGUARD SPECIALIZED PORTFOL | 30 | Q2 2024 | 17.5% |
| BK OF AMERICA CORP | 28 | Q2 2024 | 7.4% |
View JRM Investment Counsel, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR/A | 2024-03-06 |
| 13F-HR/A | 2024-03-05 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-08 |
View JRM Investment Counsel, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.