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Inman Jager Wealth Management

Latest statistics and disclosures from Inman Jager Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002052044

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Positions held by Inman Jager Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Inman Jager Wealth Management

Inman Jager Wealth Management holds 80 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Microsoft Corporation (MSFT)	15.4	$20M	47k	421.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.4	$12M	21k	588.68	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	4.8	$6.2M	157k	39.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.7	$4.7M	66k	71.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$4.2M	68k	62.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	3.1	$4.0M	18k	220.96	View chart
Ishares Tr Select Divid Etf (DVY)	3.0	$3.9M	29k	131.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$3.1M	44k	70.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.0	$2.6M	61k	41.82	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.9	$2.5M	28k	87.90	View chart
Chevron Corporation (CVX)	1.9	$2.4M	17k	144.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$2.4M	31k	75.61	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.8	$2.3M	45k	51.14	View chart
Apple (AAPL)	1.8	$2.3M	9.1k	250.42	View chart
JPMorgan Chase & Co. (JPM)	1.8	$2.3M	9.4k	239.71	View chart
Southern Company (SO)	1.5	$2.0M	24k	82.32	View chart
International Business Machines (IBM)	1.5	$1.9M	8.6k	219.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$1.9M	21k	89.08	View chart
Caterpillar (CAT)	1.3	$1.7M	4.7k	362.76	View chart
Procter & Gamble Company (PG)	1.3	$1.6M	9.7k	167.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.6M	2.9k	538.81	View chart
Lockheed Martin Corporation (LMT)	1.2	$1.5M	3.2k	485.94	View chart
Coca-Cola Company (KO)	1.2	$1.5M	25k	62.26	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.5M	14k	107.57	View chart
Verizon Communications (VZ)	1.1	$1.5M	37k	39.99	View chart
McDonald's Corporation (MCD)	1.1	$1.4M	4.8k	289.89	View chart
Merck & Co (MRK)	1.1	$1.4M	14k	99.48	View chart
3M Company (MMM)	1.0	$1.3M	10k	129.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$1.3M	48k	26.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.0	$1.2M	51k	24.29	View chart
Entergy Corporation (ETR)	0.9	$1.1M	15k	75.82	View chart
NVIDIA Corporation (NVDA)	0.9	$1.1M	8.5k	134.29	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.9	$1.1M	12k	93.33	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$1.1M	17k	64.47	View chart
Home Depot (HD)	0.9	$1.1M	2.8k	388.99	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.8	$1.0M	12k	87.25	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.8	$1.0M	18k	57.31	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.8	$979k	11k	90.35	View chart
Ishares Tr Core Msci Euro (IEUR)	0.7	$932k	17k	53.98	View chart
Palantir Technologies Cl A (PLTR)	0.7	$913k	12k	75.63	View chart
Ishares Tr Core Msci Pac (IPAC)	0.7	$898k	15k	61.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$881k	7.7k	115.22	View chart
Johnson & Johnson (JNJ)	0.7	$860k	5.9k	144.62	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$848k	31k	27.38	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$830k	16k	52.22	View chart
Broadcom (AVGO)	0.6	$799k	3.4k	231.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$793k	9.9k	80.27	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$788k	12k	66.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$747k	5.8k	128.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$742k	1.5k	511.23	View chart
Hancock Holding Company (HWC)	0.5	$696k	13k	54.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$648k	17k	38.37	View chart
Amazon (AMZN)	0.5	$619k	2.8k	219.39	View chart
Pfizer (PFE)	0.5	$607k	23k	26.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$605k	6.2k	96.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$597k	1.3k	453.28	View chart
Crown Castle Intl (CCI)	0.5	$592k	6.5k	90.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$582k	2.2k	264.13	View chart
Dow (DOW)	0.4	$530k	13k	40.13	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$484k	6.0k	81.25	View chart
Wal-Mart Stores (WMT)	0.4	$484k	5.4k	90.35	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$477k	9.9k	48.42	View chart
Tesla Motors (TSLA)	0.4	$459k	1.1k	403.84	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$445k	4.3k	103.30	View chart
salesforce (CRM)	0.3	$415k	1.2k	334.33	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$374k	4.6k	81.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$324k	1.7k	190.44	View chart
Raytheon Technologies Corp (RTX)	0.2	$304k	2.6k	115.72	View chart
Oracle Corporation (ORCL)	0.2	$279k	1.7k	166.64	View chart
Meta Platforms Cl A (META)	0.2	$253k	432.00	585.51	View chart
Abbvie (ABBV)	0.2	$246k	1.4k	177.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$243k	414.00	586.08	View chart
Cisco Systems (CSCO)	0.2	$234k	4.0k	59.20	View chart
Enterprise Products Partners (EPD)	0.2	$226k	7.2k	31.36	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$221k	4.3k	51.51	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$215k	8.9k	24.06	View chart
Parker-Hannifin Corporation (PH)	0.2	$212k	334.00	636.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$202k	7.8k	25.83	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$202k	2.3k	89.33	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$7.3k	15k	0.48	View chart

Past Filings by Inman Jager Wealth Management

SEC 13F filings are viewable for Inman Jager Wealth Management going back to 2024

Inman Jager Wealth Management 2024 Q4 filed Jan. 27, 2025

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